CFI Suite: Must-Have Technology for Growing and Forward-Thinking Contract Furniture Dealers

As employees make their way back to their physical offices, and as employers roll out more hybrid and remote work options, contract furniture dealers are both managing new challenges and leveraging new opportunities.

Those that still have ‘80s-era technology systems in place are looking for newer, cloud-based solutions that tie their operations together on a single platform. Those that rely on one application for document signing, another for shipping, and yet another for financial management are also looking for more consolidated, cloud-based systems that help them work smarter, better, and faster in today’s business environment.

Once in place, modern enterprise resource planning (ERP) solutions like NetSuite help contract furniture dealers address their technology roadblocks and take better advantage of new opportunities as they emerge.

For example, with a unified cloud ERP in place, dealers can effectively hone their e-commerce selling strategies and tie those activities directly to their backend accounting systems. This creates a closed loop and eliminates the need for excessive manual data transfer and reduces errors. In this tight labor market, what contract furniture dealer doesn’t want to be able to reallocate its employees to more important, value-added tasks than data entry and re-entry?

Everything You Need, and More.

Using a modern, integrated technology suite, contract furniture dealers get the dashboards, capabilities, and functionalities that they need to be able to bring their financial and accounting processes into the 21st Century. Rather than spending days on cash reconciliation or not knowing your firm’s cash balance until month-end, all of this information (and more) is right at your controller’s or accounting manager’s fingertips.

With NetSuite as a foundation, ERP Success Partners developed specific native extensions or “SuiteApps” that help contract furniture dealers work more productively and efficiently. As the preferred business system for the industry, CFI Suite helps dealers manage their end-to-end operations on a single business system. It also allows companies to scale, lower their operating costs, and improve profitability. In a world where all companies want to do more with less, CFI Suite puts the power of efficiency right into the contract furniture dealer’s hands.

Equipped with years of experience implementing NetSuite for the contract furniture industry, ERP Success Partners provides manufacturer-specific integrations for Haworth, Steelcase, and MillerKnoll dealers. For these dealers and beyond, CFI Suite also provides:


Complete sales cycle management, including leads, opportunities, quotes/bids, influencer, and pipeline reporting.


NetSuite’s native functionality allows the dealer to build sophisticated automation for business processes. Customizations can also be created to automate complicated tasks.

Accounting & Financials

Real-time reporting, account reconciliation, and support for multiple companies, all of which help dealers manage all financial aspects of their businesses.

Field Service Management

Whether tracking resources for an installation project or a routine service visit, CFI Suite empowers the contract furniture dealer to improve operational efficiency, increase service revenues, and delight customers with key features.

Warehouse Management

The contract furniture dealer will have real-time visibility into overall operations, also creating efficiencies throughout inventory movement and detail.

Project Management

Understand the true cost and profit of projects with the order insights module; calculate gross profit and commissionable gross profit; manage tasks and conduct in-depth reporting across all aspects of your business.

Because CFI Suite operates on NetSuite, it allows dealers to run their other companies—retail, wholesale, services—on one single-source of truth. The suite uses a robust technological architecture that easily integrates with third-party applications that allow such connections. Dealers that work with ERP Success Partners get the best of both worlds: a leading, cloud ERP plus an industry-built application suite that address all of their needs…and more.

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