Best For

Smaller businesses <100 employees in Wholesale / Distribution, & Retail. If you're running multiple systems this educational video proves how this is hurting your business: https://vimeo.com/233395135

Product Details

With full GAAP accounting at its core, our browser based e-business suite will run all your departments on ONE system with no duplicates (e.g. CRM, Order Management, Inventory Management, Procurement, etc..). Designed for smaller business (Under 100 employees). Compared to QuickBooks it eliminates the need for related apps, and the duplicates they generate. Compared to ERP, it runs everything affordably and without the cost typically associated with such systems.

Contact Details

BizAutomation

http://www.bizautomation.com

Founded in 2003

Located in United States

Dashboard
CRM
Accounting

Starting Price

  • $99.95/month
  • Price per site (multi-site capable). Requires BizAutomation cloud ERP

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

BizAutomation Features

Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management
CRM
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management
Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management
Alerts/Notifications
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Backorder Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management
CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Demand Planning
Electronic Data Interchange
Import/Export Management
Inventory Management
Order Fulfillment
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management
3PL Management
Barcoding/RFID
Forecasting
Inventory Management
Multi-Location
Order Management
Purchasing
Quality Management
Real Time Synchronization
Receiving/Putaway Management
Returns Management
Shipping Management
CRM
Data Security
Email Marketing
Inventory Management
Kitting
Mobile Access
Multi-Channel Marketing
Multi-Store Management
Promotions Management
Returns Management
Reviews Management
SEO Management
Templates

BizAutomation Reviews

Overall
5/5
Ease of Use
5/5
Customer Service
5/5

Showing Most Helpful

Showing 20 of 20 reviews

Showing Most Helpful

Showing 20 of 20 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Chance B.
Business Solution Consultant
Computer Software, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 23, 2017

“Perfect Solution for an SMB. Has the right features and functions with the right price!”

OverallYou get a very strong and modern true cloud ERP solution for a fraction of the cost of NetSuite, Acumatica, SAP Business One or Sage
ProsThe user interface is nice and modern, coupled with a customizable dashboard. Strong accounting, solid inventory control, great E-commerce and decent CRM. This solution hits the sweet spot for SMBs. Either they are outgrowing their current Quickbooks integrated with multiple other software solutions to get something similar to an ERP or those businesses have a ERP and that ERP is way too much for where they are at. The price is really high, and have more functions and features than they need. BizAutomation is perfect for those that are caught in between!
ConsIt is a young software and has not matured yet, so in time these "least" comments will be addressed in the near future. If you have any proprietary software or other platforms that will be integrated, chances are it has not been done. Expect customization (not nearly as costly as you think). Reporting is not their strong suit and have been told they are working on an upgrade. Not for businesses that have subsidiaries, although that too is being added.
Reviewer Source 
Source: Capterra
October 23, 2017
Hans F.
CEO
Wine and Spirits, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 5, 2019

“Celebrating One Year Anniversary with BizAuto”

OverallWe are celebrating being now one year live and are running our entire business with BizAuto. The integration was much less complicated as anticipated and we have been LIVE WITHOUT interruptions for ONE YEAR! Our goal and dream to run our entire business from one platform/software has been accomplished. As scary as the decision was to give up all our "favorite" old software modules and closets filled with hardware - it has been a dream come true to have everything in the cloud and in one place (software). We have no more IT service bills, no more servers to update, no more software upgrades to pay, no more headache! On top of it all, our overall IT/software spending over the year has been tremendously less. I know that I have been very stingy giving out 5 stars on this survey, but as everything in life ...there is always room for improvements. As satisfied we have been with BizAutomation, especially the support - we are continuously striving to grow our business and our software partner to grow and improve! Overall, THANK YOU BizAutomation for all your support in the last year! HAPPY ONE YEAR BIRTHDAY from all of us at Schlossadler Wines & Travel.
ProsAmazing value for the functions and capability of the software.
ConsNo phone app to sync CRM data. Limited options to format some fields.
Reviewer Source 
Source: Capterra
February 5, 2019
Brad J.
Director of IT
Construction, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 27, 2019

“Impressive Software That's Actually Affordable for Small Businesses”

OverallVery impressed with their product and their service!
ProsI looked at and demoed several other systems from larger, maybe more well known software companies. Although BizAutomation may be a smaller software company in comparison of size, they certainly were every bit as capable in delivering the same features based on the demos they gave us. I was very impressed in terms of what they could provide us vs the larger software vendors. I'm sure those companies offer some features that BizAutomation, but BizAutomation offered features that the competition couldn't. BizAutomation met every need we asked of it for a significantly smaller cost, and the customer service is second to none. Very impressed with their product and their service!
ConsI don't really have anything negative to say. If I were being nitpicky, I might would say that we had some performance slowness one day for a few hours, but those were resolved quickly and we never had another instance of that. I asked and was told that this is something they monitor and when hardware gets saturated they upgrade which makes sense.
Reviewer Source 
Source: Capterra
April 27, 2019
Avatar Image
Elizabeth Jenkins M.
Director Of Operations
Consumer Goods, Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 10, 2017

“Moving to BizAutomation from QuickBooks Enterprise was a leap of faith necessary for growth!”

OverallAbility to customize data input so that we can extract and parse to use in forecasting and planning
ProsWithout a doubt the best feature of this software is the attention we got from the actual employees of the company, including some actual source code enhancements, that would never have happened at a big software company. We new that we needed to move from QuickBooks and could not afford some of the bigger players in the market, so we took a leap of faith based on what we saw as potential from BizAutomation. As with all software implementation - our move was not without some pain, but we truly appreciate the willingness of the company to take the time to listen to our needs and make improvements and modifications based on our business practice. We believe that Biz is the right system to provide the organization, information and access of information we need for our company to continue to grow
ConsThe company is small and does not offer 24/7 customer support - but that said, they are very accessible and willing to do what is necessary even in "off-hours"
Reviewer Source 
Source: Capterra
October 10, 2017
Myles N.
IS Manager
Consumer Goods, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 17, 2019

“BizAutomation helped us build the customization we couldn't anywhere else.”

OverallWe went from using a web of different systems all strung together to working almost entirely out of BizAutomation. We have found solutions to problems that were hanging over us for years. The people over at BizAutomation have been one of the most responsive teams I've worked with. They helped up develop new functions within their system, have always been available to troubleshoot problems and have included us in discussions about future development.
ProsAlmost everything visible user interface is customizable. They offered a complete suite so we can handle everything from sale to manufacturing to shipment within the one system. The guys at BizAutomation have helped us develop some custom solutions to some unique problems.
ConsThere isn't a lot of user documentation but the developers know the system well and have always responded when we reached out. The built-in eCommerce platform isn't as robust as you would find in Magento or Shopify but even in the five months being with them, they have made and continue to make some major improvements across the entire system.
Reviewer Source 
Source: Capterra
April 17, 2019
Cathy D.
Director of Customer Relations
Business Supplies and Equipment, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 5, 2017

“Switched from NetSuite 8 years ago, and are very satisfied”

OverallWe're what you'd call a long-term customer, you can almost say our longevity speaks for itself, otherwise, we'd have switched years ago. We switched from NetSuite over 8 years ago, and are very satisfied. Have found that BizAutomation satisfies our needs, and are happy with the service we've received.
ProsIt can do everything. All departments are covered.
ConsNot too much, I guess because it's cloud, if we loose our Internet connection, we can't log in.
Recommendations to other buyersThat they're so small business friendly is the big benefit, along with how its design for customers like us.
Source: Capterra
January 5, 2017
LIZA S.
Owner
Wine and Spirits, 1-10 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 23, 2019

“A+ for Biz A”

OverallBizAutomation has made me any my company more efficient. I can use one software to manage my business without having to use several software applications.
ProsThis software is so complete; it's super easy to use and understand as well as encapsulates all aspects of our business. I use for sales and client communication as well as for administrative and accounting details. We were able to customize it to our specific needs. The email from the client profile is a dream to track emailed info. So many great aspects to it.
ConsGetting used to the pop-ups. Multiple fields for same thing.
Reviewer Source 
Source: Capterra
April 23, 2019
JJ L.
President & Founder
Medical Devices, 1-10 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 18, 2019

“All in one is not an exageration”

OverallArtisan Medical is a medical equipment supplier, and we've been using them for about 7 years now. I see a real commitment on their behalf to constantly push the envelope, innovate, and improve. That's important.
ProsAs my title says, it's the all in one benefits.
ConsDocumentation could be better. There is a video help library, but I like to read my how-tos.
Reviewer Source 
Source: Capterra
April 18, 2019
SVETLANA A.
Accountant
Mechanical or Industrial Engineering, 11-50 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 18, 2019

“New Software ”

OverallPlease just take your time with this Software. It still a baby and it's growing every day and people who's standing by always helpful and working hard to fix any problem. Remember... It's nothing easy and free in this world.
ProsWe switched from NetSuite a year ago and have had a very positive experience with BizAutomation, as they've been very attentive to our needs.
ConsAs a public company we have lots of moving parts and have had our share of issues, but they've been very responsive.
Reviewer Source 
Source: Capterra
April 18, 2019
Rick R.
President
Business Supplies and Equipment, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 5, 2017

“BizAutomation has been a great company to deal with”

OverallAfter we switched from NetSuite a few years ago, we were treated fairly and have been quite satisfied with the level of personal attention BizAutomation has given us over the years.
ProsCompleteness, ease of use
ConsAny software can be nit picked I guess. There's always room for improvement.
Recommendations to other buyersSo far so good. Let's hope for another 8 years of success.
Source: Capterra
January 5, 2017
Sim R.
Managing Partner
Warehousing, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 24, 2019

“One shop solution”

OverallLower costs, better reporting, better support and the ability to customize documents to suit our business.
ProsIt is a totally integrated business system where you do not have to worry about integrating different software packages and dealing with multiple support organizations on issues that come up. The access to knowledgeable support is superb.
ConsDuring the implementation it was challenging to take all our data (1700 different items) and convert it all to fit into the BizAutomation format. Once we got that right the rest was pretty straightforward.
Reviewer Source 
Source: Capterra
April 24, 2019
Chary C.
President
Retail, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 8, 2016

“Real customer here, and we endorse BizAutomation as the best cloud ERP for smaller SMBs”

OverallWe're a wholesale retailer of high end bicycle products, and have been using BizAutomation since 2013, and can vouch for the product, and the company behind it.
ProsDon't have to string together a bunch of apps anymore
ConsDocumentation could be better
Recommendations to other buyersThey're a good outfit. My business adviser Carl has been very helpful.
Source: Capterra
November 8, 2016
Monika U.
Director of Operations
Wine and Spirits, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 26, 2019

“Whole business runs smoothly managed with one powerful system”

OverallBeing able to work with all different modules which cover all needs of our business, from purchasing, selling, shipping, marketing, account management, accounting....great to have the whole business managed with one software, and accessible from anywhere around the world!
ProsA wide range of custom setting, easy implementation, and constant updates.
ConsNo cons I could think off or would negatively affect any procedures.
Reviewer Source 
Source: Capterra
March 26, 2019
Amy S.
Operations Director, Americas; VP Manufacturing
Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 12, 2017

“Biz is software for regular people!”

ProsThe ability to track from lead to sale is invaluable to my sales team. The way that Biz manages RELATIONSHIPS is really clever and extremely useful to our business model.
Conshard to find something I don't like. There weren't many video tutorials for awhile, but they've improved that a lot. There are multiple ways to get to the same place, so there's a little bit of confusion there in the beginning but that's shortlived.
Reviewer Source 
Source: Capterra
October 12, 2017
Nicol P.
Sales Manager
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
May 20, 2013

“Web Based All in One Business Management CRM”

OverallBizAutomation is an integrated suite of web-based business management applications which are designed to provide a small to mid-sized organization with marketing, accounting, service management, project management, and customer relationship management. The marketing capabilities of the application are largely beyond the scope of this review, and are as substantial as any CRM product serving the small business market. The application's portal has tight integration with Google Apps for Business, and will display a user's Gmail and Google Calendar from a tab within the product.
Pros- Integration with Google Apps allows users to access familiar tools from within the application. - Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product. - Built on the latest Microsoft .NET development tools, so it should scale well to Windows Azure and other cloud-based technologies in the future. - Very capable feature set in many areas
Cons- No third party add-ons, and has less than 1,000 total users. Support for specialized industries may be limited.
Source: Capterra
May 20, 2013
Avatar Image
Micky T.
Director of Operations
Transportation/Trucking/Railroad, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 20, 2017

“BizAutomation has been really helpful in making us more productive.”

OverallWe are very happy with our selection.
ProsI love how complete BizAutomation is. We were able to consolidate many other systems that were costing a lot of money into a single system.
ConsHad to rely on support and there wasn't too much video but that's changed. Overall I was surprised how reasonably easy the implementation was.
Reviewer Source 
Source: Capterra
October 20, 2017
Joy C.
wine consultant
Wine and Spirits, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 3, 2019

“Schlossadler wine company software review”

OverallI have been using for a year and half. I like it
ProsIts very efficient but has a lot of glitches at times
ConsI really do not have a comment at this time
Reviewer Source 
Source: Capterra
May 3, 2019
Hans F.
Owner
Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 5, 2017

“Complex transition from Everest was needed and BizAutomation turned out to be the right decision”

OverallWe switched from Everest after having run our wine business on that platform for years. We've found that BizAutomation had the capabilities we needed, and are glad we made the switch.
ProsThe people at BizAutomation as well as the technology.
ConsNot much to say. I guess software, in general, takes a lot of back and forth to get right.
Recommendations to other buyersWe have enjoyed dealing with them. We have learned from working with them and other software, that it only works well when both parties do the work required to make the business run well. Throwing money at a software company alone will not be enough.
Source: Capterra
January 5, 2017
Monika U.
Vice President
Food & Beverages, Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
January 5, 2017

“BizAutomation was the small business champion we hoped they were”

OverallWe are what you'd call a power user which complex requirements. BizAutomation has been very helpful in getting us to a new level of automation, and we look forward to years of productive work with their platform.
ProsThe user interface, and all the power and customization it brings us.
ConsWith power comes complexity, and more of a learning curve, no getting away from that.
Recommendations to other buyersI think the fact that they're so focused on the small business and automating the entire business on their platform is a big benefit.
Source: Capterra
January 5, 2017
Ronald F.
Partner
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Source: Capterra
August 28, 2014

“Treated us well”

OverallVery well designed, knowledgeable staff. To be honest they did ask me to give a review because we didn't find them on Capterra but I was happy to.
Source: Capterra
August 28, 2014