BizAutomation Features

BizAutomation

Cloud ERP / MRP runs your ENTIRE business - soup to nuts !

4.88/5 (26 reviews)

Competitor Feature Comparison

"What If" Scenarios
3PL Management
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Audit Trail
Automated Scheduling
Automatic Billing
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Cash Flow Management
Cash Management
Cataloging/Categorization
Categorization/Grouping
Channel Management
Client Portal
Collaboration Tools
Commission Management
Compliance Management
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Cost Tracking
Credit Card Processing
Currency Management
Customer Database
Customer History
Customer Service Analytics
Customizable Fields
Customizable Reports
Customizable Templates
Customization
Cycle Count
Dashboard Creation
Data Import/Export
Data Visualization
Demand Forecasting
Discount Management
Distribution Management
Document Automation
Document Management
Document Storage
Drag & Drop
Drip Campaigns
EDI
ERP
Electronic Payments
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Historical Reporting
Import/Export Management
Inbox Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Replenishment
Inventory Tracking
Investment Management
Invoice Management
Invoice Processing
Kitting
Labeling
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Loyalty Program
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Channel Marketing
Multi-Company
Multi-Currency
Multi-Location
Multiple Projects
Nonprofits
Online Catalog
Opportunity Management
Order Entry
Order Fulfillment
Order Management
Order Processing
Order Tracking
Partner Management
Payroll Management
Performance Metrics
Planning Tools
Point of Sale (POS)
Price / Margin Management
Procurement Management
Product Identification
Production Management
Production Scheduling
Production Tracking
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Promotions Management
Proposal Generation
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receipt Management
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Referral Tracking
Reminders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Resource Management
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Rules-Based Workflow
SEO Management
Safety Management
Sales & Operations Planning
Sales Automation
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Sales Tax Management
Scenario Planning
Scheduling
Search/Filter
Segmentation
Self Service Portal
Serial Number Tracking
Shipping Labels
Shipping Management
Shopping Cart
Social Media Integration
Special Order Management
Status Tracking
Stock Management
Summary Reports
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Traceability
Transaction History
Transportation Management
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Website Management
Work Order Management
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App
"What If" Scenarios
3PL Management
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Audit Trail
Automated Scheduling
Automatic Billing
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Cash Flow Management
Cash Management
Cataloging/Categorization
Categorization/Grouping
Channel Management
Client Portal
Collaboration Tools
Commission Management
Compliance Management
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Cost Tracking
Credit Card Processing
Currency Management
Customer Database
Customer History
Customer Service Analytics
Customizable Fields
Customizable Reports
Customizable Templates
Customization
Cycle Count
Dashboard Creation
Data Import/Export
Data Visualization
Demand Forecasting
Discount Management
Distribution Management
Document Automation
Document Management
Document Storage
Drag & Drop
Drip Campaigns
EDI
ERP
Electronic Payments
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Historical Reporting
Import/Export Management
Inbox Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Replenishment
Inventory Tracking
Investment Management
Invoice Management
Invoice Processing
Kitting
Labeling
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Loyalty Program
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Channel Marketing
Multi-Company
Multi-Currency
Multi-Location
Multiple Projects
Nonprofits
Online Catalog
Opportunity Management
Order Entry
Order Fulfillment
Order Management
Order Processing
Order Tracking
Partner Management
Payroll Management
Performance Metrics
Planning Tools
Point of Sale (POS)
Price / Margin Management
Procurement Management
Product Identification
Production Management
Production Scheduling
Production Tracking
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Promotions Management
Proposal Generation
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receipt Management
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Referral Tracking
Reminders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Resource Management
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Rules-Based Workflow
SEO Management
Safety Management
Sales & Operations Planning
Sales Automation
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Sales Tax Management
Scenario Planning
Scheduling
Search/Filter
Segmentation
Self Service Portal
Serial Number Tracking
Shipping Labels
Shipping Management
Shopping Cart
Social Media Integration
Special Order Management
Status Tracking
Stock Management
Summary Reports
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Traceability
Transaction History
Transportation Management
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Website Management
Work Order Management
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App
"What If" Scenarios
3PL Management
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Approval Process Control
Audit Trail
Automated Scheduling
Automatic Billing
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Billing & Invoicing
Bills of Material
Budgeting/Forecasting
CPA Firms
CRM
Calendar Management
Calendar/Reminder System
Campaign Management
Campaign Planning
Cash Flow Management
Cash Management
Cataloging/Categorization
Categorization/Grouping
Channel Management
Client Portal
Collaboration Tools
Commission Management
Compliance Management
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Contract/License Management
Cost Tracking
Credit Card Processing
Currency Management
Customer Database
Customer History
Customer Service Analytics
Customizable Fields
Customizable Reports
Customizable Templates
Customization
Cycle Count
Dashboard Creation
Data Import/Export
Data Visualization
Demand Forecasting
Discount Management
Distribution Management
Document Automation
Document Management
Document Storage
Drag & Drop
Drip Campaigns
EDI
ERP
Electronic Payments
Email Management
Email Marketing
Email Response Control
Email Templates
Employee Management
Enterprise Asset Management
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
Fund Accounting
General Ledger
HR Management
Historical Reporting
Import/Export Management
Inbox Management
Income & Balance Sheet
Integrated Business Operations
Interaction Tracking
Internal Chat Integration
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Replenishment
Inventory Tracking
Investment Management
Invoice Management
Invoice Processing
Kitting
Labeling
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Loyalty Program
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Marketing Automation
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Channel Marketing
Multi-Company
Multi-Currency
Multi-Location
Multiple Projects
Nonprofits
Online Catalog
Opportunity Management
Order Entry
Order Fulfillment
Order Management
Order Processing
Order Tracking
Partner Management
Payroll Management
Performance Metrics
Planning Tools
Point of Sale (POS)
Price / Margin Management
Procurement Management
Product Identification
Production Management
Production Scheduling
Production Tracking
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Promotions Management
Proposal Generation
Purchase Order Management
Purchasing & Receiving
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receipt Management
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Referral Tracking
Reminders
Reorder Management
Reporting & Statistics
Reporting/Analytics
Requisition Management
Resource Management
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Rules-Based Workflow
SEO Management
Safety Management
Sales & Operations Planning
Sales Automation
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Sales Tax Management
Scenario Planning
Scheduling
Search/Filter
Segmentation
Self Service Portal
Serial Number Tracking
Shipping Labels
Shipping Management
Shopping Cart
Social Media Integration
Special Order Management
Status Tracking
Stock Management
Summary Reports
Supplier Management
Supply Chain Management
Task Management
Task Scheduling
Tax Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Timesheet Management
Traceability
Transaction History
Transportation Management
Vendor Managed Inventory
Vendor Management
Visual Analytics
Warehouse Management
Website Management
Work Order Management
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App

BizAutomation Feature Reviews

18 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
Sim R.

One shop solution

2019-04-24

Lower costs, better reporting, better support and the ability to customize documents to suit our business.

Pros

It 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.

Cons

During the implementation it was challenging to take all our data (1700 different items) and convert it all to fit into the BizAutomation format.

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
Chance B.

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). Reporting is not their strong suit and have been told they are working on an upgrade.

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
Monika U.

Whole business runs smoothly managed with one powerful system

2019-03-26

Being 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!

Pros

A wide range of custom setting, easy implementation, and constant updates.

Cons

No cons I could think off or would negatively affect any procedures.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth Jenkins M.

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

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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Hans F.

Celebrating One Year Anniversary with BizAuto

2019-02-05

The integration was much less complicated as anticipated and we have been LIVE WITHOUT interruptions for ONE YEAR!

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
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Illyssa L.

Everything you need in one place

2020-01-14

Great price for all the great things that come with it.

Pros

The software is clean, easy to read, and the navigation is self-explanatory.

Cons

A mobile app would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
JJ L.

All in one is not an exageration

2019-04-18

I see a real commitment on their behalf to constantly push the envelope, innovate, and improve.

Pros

As my title says, it's the all in one benefits.

Cons

Documentation could be better. There is a video help library, but I like to read my how-tos.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Leslie L.

Enjoyed BizAutomation in 2019

2020-02-28

[SENSITIVE CONTENT HIDDEN] was great to work with and was really helpful in giving us access to our records even after we downsized to a smaller system.

Pros

BizAutomation was easy to learn and use for our business.

Cons

Nothing I can think of--Our business had to downsize again so we went with Quickbooks.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Myles N.

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

2019-04-18

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.

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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Joy C.

Schlossadler wine company software review

2019-05-03

I have been using for a year and half. I like it

Pros

Its very efficient but has a lot of glitches at times

Cons

I really do not have a comment at this time

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy S.

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
SVETLANA A.

New Software

2019-04-18

Please just take your time with this Software.

Pros

We switched from NetSuite a year ago and have had a very positive experience with BizAutomation, as they've been very attentive to our needs.

Cons

As a public company we have lots of moving parts and have had our share of issues, but they've been very responsive.

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
LIZA S.

A+ for Biz A

2019-04-24

BizAutomation has made me any my company more efficient. I can use one software to manage my business without having to use several software applications.

Pros

The email from the client profile is a dream to track emailed info.

Cons

Getting used to the pop-ups. Multiple fields for same thing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

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
Rajesh P.

Comprehensive solution from a Small-Tech ERP company

2021-04-26

As you'd expect from my glowing overview, I'm quite pleased, and of course, recommend this to any larger small business. Fair warning - If you're not growing or most of your employees are Tech Luddites, stay with Excel (In which you likely have bigger problems than ERP software).

Pros

What I liked most is how flexible they were during the implementation process. One of my biggest complaints in dealing with Big-Tech ERP (no names to protect the guilty) is how everything gets nickel and dimed after the contract is signed, and money is exchanged. Sure, I'm not the one writing the checks, but I feel for clients in this predicament. Not the case here.

Cons

The only thing I can think of is that like any solution this powerful, it takes time to get to know the ins and outs of the suite.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Monika U.

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
Micky T.

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