BizAutomation

BizAutomation

Cloud-based ERP for the smaller SMB

4.8/5 (20 reviews)

BizAutomation Overview

BizAutomation is cloud ERP software which provides smaller SMBs with a full suite of integrated business management software applications, including ERP, CRM, financials, eCommerce, distribution, order management, manufacturing, project accounting, and inventory management software.

You have a monumental task when reviewing software to run your business. Lots of players claim lots of things. Frankly that's why many people just throw up their arms and go with a big software company. Despite how they may not be a great fit and are so expensive, it's a safe choice. As the saying goes, you never got fired for buying IBM.

BizAutomation is different. We are a smaller software company, but after you've seen how elegantly our software tackles the day to day of your business, the design, the flow, you'll come to appreciate why we're rated as high as we are.

So WHY is smaller better ? And, we say this based on experience from many customers. Because WE can do something, our big software competitors simply can't. We give you personal service during the on-boarding process. This even extends into enhancement of features in some cases. That's unheard of with the NetSuite's and SAPs of the world, but then these Goliaths don't specialize in small business - we are.

Pricing

Starting from
$80/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

BizAutomation Reviews

Overall rating
4.8/5
100% positive reviews
17
Excellent
3
Very good
0
Average
0
Poor
0
Terrible

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

Used Daily for 1+ year
Reviewed on 10/23/2017
Review Source: Capterra

You get a very strong and modern true cloud ERP solution for a fraction of the cost of NetSuite, Acumatica, SAP Business One or Sage

Pros

The 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!

Cons

It 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Celebrating One Year Anniversary with BizAuto

Used Daily for 1+ year
Reviewed on 2/5/2019
Review Source: Capterra

We 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.

Pros

Amazing value for the functions and capability of the software.

Cons

No phone app to sync CRM data. Limited options to format some fields.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Impressive Software That's Actually Affordable for Small Businesses

Used Daily for 6-12 months
Reviewed on 4/28/2019
Review Source: Capterra

Very impressed with their product and their service!

Pros

I 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!

Cons

I 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

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

Used Daily for 6-12 months
Reviewed on 10/10/2017
Review Source: Capterra

Ability to customize data input so that we can extract and parse to use in forecasting and planning

Pros

Without 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

Cons

The 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"

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

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

Used Daily for 6-12 months
Reviewed on 4/18/2019
Review Source: Capterra

We 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.

Pros

Almost 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.

Cons

There 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

BizAutomation Pricing

Starting from
$80/month
Pricing options
Free Trial
Subscription
Value for money

$79.95 per user / month (5-pack to start. Add single users as needed.)

BizAutomation Features

  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Customizable Reporting
  • Inventory Management
  • Invoice Management
  • Monitoring
  • Third Party Integration
  • Workflow Management

  • API
  • Access Control
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Data Import/Export
  • Document Storage
  • Inventory Tracking
  • Real Time Data
  • Reporting & Statistics

Additional information for BizAutomation

Key features of BizAutomation

  • Accounting management
  • Alert & workflows
  • Amazon & Ebay connector
  • Approval workflows
  • Audit trail
  • Billing and invoicing
  • Biz-IQ activity tracking
  • CRM
  • Calendering
  • Campaign management
  • Capture leads from multiple sources
  • Catalog building
  • Charts of accounts and journal entry
  • Correspondence history
  • Custom reports
  • Dashboard
  • Demand planning & procurement
  • Document management
  • E-commerce features
  • ERP
  • Email templates
  • Inventory & warehouse management
  • Lead analytics
  • Message broadcasting
  • Multi-currency & multi-class support
  • Opportunities management
  • Partner management
  • Price and quotation management
  • Promotions management
  • Purchase orders, receiving & bills
  • Quotation builder
  • Quotes and sales orders
  • SEO ready
  • Self service & POS intelligence
  • Shipping automation
  • Time & expense reporting
  • Workflow automation

Benefits

• BizAutomation helps in generating, capturing, and analyzing new leads for tracking campaign performance and generating business insights.

• The solution can integrate into existing business email accounts to pull and access emails, calendar invites, notes and contacts directly from within the application.

• A centralized dashboard gives an overview of entire business activities and allows monitoring KPIs from a single screen.

• Users can also capture both billable and non-billable time and expenses incurred while completing a task, and automatically add the billable component to the final billing.

• With BizAutomation's price and promotion management tool, businesses can set multiple price range for the different set of customers based on their order quantity and can offer various incentives and discounts to promote sales.

• Businesses can also set up their own e-commerce platform or connect with leading online platforms such as Amazon and E-bay for selling products to their customers.

BizAutomation FAQs

Below are some frequently asked questions for BizAutomation.

Q. What type of pricing plans does BizAutomation offer?

BizAutomation offers the following pricing plans:

Starting from: $80/month

Pricing model: Subscription

Free Trial: Available

$79.95 per user / month (5-pack to start. Add single users as needed.)

Q. What are the main features of BizAutomation?

BizAutomation offers the following features:

  • Accounting management
  • Alert & workflows
  • Amazon & Ebay connector
  • Approval workflows
  • Audit trail
  • Billing and invoicing
  • Biz-IQ activity tracking
  • CRM
  • Calendering
  • Campaign management
  • Capture leads from multiple sources
  • Catalog building
  • Charts of accounts and journal entry
  • Correspondence history
  • Custom reports
  • Dashboard
  • Demand planning & procurement
  • Document management
  • E-commerce features
  • ERP
  • Email templates
  • Inventory & warehouse management
  • Lead analytics
  • Message broadcasting
  • Multi-currency & multi-class support
  • Opportunities management
  • Partner management
  • Price and quotation management
  • Promotions management
  • Purchase orders, receiving & bills
  • Quotation builder
  • Quotes and sales orders
  • SEO ready
  • Self service & POS intelligence
  • Shipping automation
  • Time & expense reporting
  • Workflow automation

Q. Who are the typical users of BizAutomation?

BizAutomation has the following typical customers:

Small Business

Q. What languages does BizAutomation support?

BizAutomation supports the following languages:

English

Q. What type of pricing plans does BizAutomation offer?

BizAutomation has the following pricing plans:

Subscription

Q. Does BizAutomation support mobile devices?

We do not have any information about what devices BizAutomation supports

Q. What other apps does BizAutomation integrate with?

BizAutomation integrates with the following applications:

Google Calendar, Microsoft Excel, Microsoft Word, Office 365, SphereWMS

Q. What level of support does BizAutomation offer?

BizAutomation offers the following support options:

Online Support, Phone Support, Video Tutorials