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Acumatica Cloud ERP offers best-in-class accounting and business management software for small and mid-sized businesses who want to improve performance and enhance decision making with real-time data.
Institutional investors: Funds of funds, endowments, foundations, pensions, consultants, OCIOs, and family offices. Alternative asset managers: hedge funds, private equity, VC, and real estate firms.
Ease of use, great dashboards, powerful technology, easy to integrate, and easy access to data.
The worst part of Acumatica is how it handles Email. System email accounts, while not a horrible idea, just don't work well.
It has very good change order management, and can provide great reports on the profitability of projects.
Very difficult to implement and costly the estimate was less than 25% of actual cost.
The system is fantastic, and because it exists in the cloud, it can be accessed from any device at any time. It's easy to use, and you can tweak it to meet your specific requirements.
The worst part of that is how the outgoing emails use the system accounts. Outside contacts end up saving these email addresses instead of the "real" user email.
The customizable dashboard feature is the best thing about Acumatica. You can basically do anything and the basic dashboard is already powerful in itself.
The integrator we selected was highly rated by Acumatica, but we felt was weak and we struggled in our implementation. Our implementation was late and over budget.
Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins. Their training program and help tools are excellent.
There are so many fields to choose from, sometimes you are lost.
Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.
Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.
Backstop helps us successfully organize all of our investor information in a way that is easy for everyone to access. Looking up information about investors and their accounts is a quick process now.
Lack of flexibility in the UI. Limited integration between contact data and account data.
Backstop's document management is my favorite feature. Not only can you properly organize documents coming from various places, but you can make them easily accessible to your entire team with ease.
It's hard to organize the data. We always have duplicates.
Saiful C.: I'm Saiful, project accounting supervisor at Blue Team and I give Acumatica Cloud ERP a four out of five. We use Acumatica Cloud ERP to help keep track of our expenses for our construction projects on the accounts payable side, as well as keeping track of our accounts receivables and also providing income statement financials to our investors. The best part about Acumatica is the customizability, where if we need something that it doesn't have, we can request it and the developers will get that for us. One of the improvements for Acumatica could be exports that are provided for financial reports. Usually there is an issue on the Excel side where all the columns are not properly formatted. So that would be an area of improvement.
Kenneth L.: Hello, my name is Ken. I'm a senior product manager. Backstop, I'm going to give a four out of five. For more reviews like this, please click below. Before we had Backstop, we were using Excel, we were using share folders in analog and exchange. We were using Access Database. It was a hybrid of technologies, but none of that worked really well. The reason why we chose Backstop, we want some CRM that just works, and we would need to be able to have some document management and also the contact management, and most important, the relationship management, so we can see the progression of the buyer's journey and all the user engagement behaviors. And Backstop does it wonderfully. How we started to bring Backstop on board, we engaged with the professional services team. And it's a top notch of consultants that we're working with. They took our requirements, they took our data, Excel, attachments, PDFs, and all those kind of documents that we had on the numerous share drives and stuff like that. And they were able to put some metadata around and did the mass import for us. And then nothing went as planned, but we did a couple iterations and we were able to get all the information in pretty much in bulk. And I say the first run, we were able to get about 80%, 85%, which was very good. And the next round was some scrubbing, some massage to get it exact shape that we wanted. In terms of recommendations and suggestions if you're thinking about deploying it, I think the, again, the professional services team top notch. Really recommend them. Also, I think some planning ahead is just really imperative. The information, there's so many ways to get into Backstop because it's so flexible, but the more shape that you're thinking about how you want it to get it out and how you want to do reporting on, those pre-planning is really key in terms of getting a successful implementation. And highly recommend you spend some time doing the pre-planning. After the implementation, the knowledge management team from Backstop is, again, really wonderful to work with. Once you build the product, you're end users, they still need to get comfortable with it. And you can schedule one-on-one knowledge management sessions with the team, and then they will just give you the hand-holding. Highly recommend it.
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