BizAutomation Features List

BizAutomation

Cloud-based ERP for the smaller SMB

4.85/5 (13 reviews)

BizAutomation Feature Summary

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

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (372 other apps)
Activity Dashboard (248 other apps)
Activity Tracking (157 other apps)
Auditing (213 other apps)
Automatic Notifications (260 other apps)
Compliance Management (166 other apps)
Custom Fields (148 other apps)
Customizable Reporting (206 other apps)
Data Import/Export (208 other apps)
Document Storage (151 other apps)
Inventory Management (177 other apps)
Inventory Tracking (167 other apps)
Invoice Management (157 other apps)
Monitoring (162 other apps)
Multi-Location (140 other apps)
Real Time Data (172 other apps)
Real Time Reporting (140 other apps)
Reporting & Statistics (166 other apps)
Third Party Integration (178 other apps)
Workflow Management (173 other apps)

Competitor Feature Comparison

BizAutomation Feature Reviews

9 reviewers had the following to say about BizAutomation's features:

Nicol P

Web Based All in One Business Management CRM

2013-05-20

BizAutomation 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.

Pros

- Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product

Cons

- No third party add-ons, and has less than 1,000 total users.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chance Berry

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

2017-10-23

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

Strong accounting, solid inventory control, great E-commerce and decent CRM.

Cons

Expect customization (not nearly as costly as you think).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Omobolanle Isima

We are able to access our CRM from anywhere.

2018-03-13

Pros

We moved away from Quickbooks only recently to a single database handling all our customer relationship activity. Because this platform is cloud based ,we are able to access our CRM,billing,accounting etc from any location ,with no device restriction.

Cons

This platform still has got issues with their user interface. Probably because they are a new company ,with time they will hopefully get it right.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth Jenkins Moran

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

2017-10-10

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.

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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Erik Shafer

Exactly what we needed

2018-02-21

Excellent company to deal with. Carl is friendly, knows his product, and is eager to support. I am very happy I selected this product over one of the large enterprises, as I like to work with other small businesses. I hope to have a long relationship with Bizautomation and look forward to seeing what's to come.

Pros

We can now tie inventory items directly to our ecommerce back end and it can be directly purchased from the web.

Cons

I think the product could use some more work in the area of the projects module for adding employee time/expense into the overall project More documentation / youtube video examples could be very useful for some of the e-commerce features which would avoid phone calls / emails Would like to be able to scroll through checks and bills even if in a table format similar to how QB is structured Entering charges my company makes via credit card to buy supplies is a bit cumbersome as we have to do it via PO/Bill - would be nice to see a "check writing" feature to add credit card purchases Lastly - I'd really like to see payroll implementation or at least integration with PayChex directly, but would rather see it internal

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Monika Ustick

BizAutomation was the small business champion we hoped they were

2017-01-05

We 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.

Pros

The user interface, and all the power and customization it brings us.

Cons

With power comes complexity, and more of a learning curve, no getting away from that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering BizAutomation

I 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
Helpful?   Yes   No
Read more
Amy Sutryn

Biz is software for regular people!

2017-10-12

Pros

The ability to track from lead to sale is invaluable to my sales team.

Cons

hard 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ronald Farnsworth

Treated us well

2014-08-28

Very well designed, knowledgeable staff.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Micky Toth

BizAutomation has been really helpful in making us more productive.

2017-10-20

We are very happy with our selection.

Pros

I love how complete BizAutomation is. We were able to consolidate many other systems that were costing a lot of money into a single system.

Cons

Overall I was surprised how reasonably easy the implementation was.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more