Rootstock Cloud ERP Reviews & Product Details

Rootstock being built on the Salesforce platform makes it incredibly powerful. It offers rich customization and eliminates all the drawbacks of legacy on-premises solutions, and it is WICKED FAST and very easy to use. Salesforce reporting and analytical tools within Rootstock are a breeze. Our users are thrilled with access to operational insights at their fingertips. Creating invoices and PDFs using Rootforms is the simplest document tool on the Salesforce platform we’ve ever used. In the past, to make any change in our ERP we had to hire developers to write code. The pricing easily covers the value it brings. We were able to integrate our external systems for shipping and printing directly into Salesforce. The ability to customize it using Claude Code and AI has also been a really big win for us. Review collected by and hosted on G2.com.

The only thing that we dislike is that we are not able to use all of the modules; we dont use projects as we are not project-based, but it does seem really cool! Review collected by and hosted on G2.com.

Rootstock's flexibility allows the system to keep pace with constant process improvement. As a Salesforce native platform, it integrates with our other core systems, and a great pool of developers who know the tech stack. We've had great support from the Rootstock case management team when we do have issues. Rootstock and Salesforce have both embraced AI; for example, a new Rootstock agentic capability is going to allow us to retire two custom agentic flows we had implemented ourselves. Review collected by and hosted on G2.com.

The Financials package was added later and is not as fully built out as the rest of the application. It is a major focus of investment/new feature releases currently. Review collected by and hosted on G2.com.

Rootstock allows for customization and flow integration that reduces labor needed to record process transactions and build product traceability. In the first month of implementing 1 application reduced data entry time of our production team by 54% and increased available labor by 29%. Review collected by and hosted on G2.com.

The most common complaint I get from the team about Rootstock is the interface. Some of the legacy tools would have easier functionally if a column or 2 could be added. Even with lightning being used, there is not much that can be changed about the display format, specifically with sizing. The other complaint that I have, which may be with ERPs in general, is that the standard tool will only do 90-95% of the job. For the tool to be complete, 1-3 functions must be built as custom to make it complete, even if those function would be considered standard functionality for several industries. Review collected by and hosted on G2.com.

The standout feature of Rootstock Cloud ERP is its architecture: it’s 100% native to the Salesforce platform. Rootstock brings the heavy, complex logic of an ERP directly into Salesforce’s declarative environment, which helps remove the traditional walls between the back office and the front office. Review collected by and hosted on G2.com.

Rootstock is a massive, highly complex managed package. Because the core Apex code is hidden, debugging a failed transaction often comes down to deciphering vague managed-package error messages or leaning heavily on Rootstock support. On top of that, keeping the system current takes a significant administrative lift. Even moving a routine patch from a UAT sandbox into production is rarely a casual deployment; it typically demands rigorous, time-consuming regression testing, since a single metadata update can cascade in unexpected ways across tightly coupled financial, inventory, and manufacturing objects. Review collected by and hosted on G2.com.

One of the biggest advantages of the platform is its flexibility and ease of customization. Rootstock provides a strong set of configurable tools and custom components that can be repurposed across our organization, allowing us to adapt the system to our specific business processes without excessive complexity.

Because Rootstock is built entirely on the Salesforce platform, most of our data and processes reside within a single ecosystem. This simplifies administration, improves visibility across departments, and allows us to leverage the broader Salesforce platform capabilities that our team already knows and uses.

Another standout feature is the quality of customer support. Despite being one of their smaller customers, we've consistently received responsive, knowledgeable assistance whenever we've needed it. The Rootstock team has demonstrated a genuine commitment to helping us succeed.

The platform also offers a wealth of training resources, including documentation, educational materials, and learning opportunities that make it easier for users to get up to speed and maximize the value of the system.

Overall, Rootstock ERP combines flexibility, strong Salesforce integration, excellent customer support, and comprehensive training resources, making it a solution we would confidently recommend to organizations looking for a modern ERP platform. Review collected by and hosted on G2.com.

The Financials package needs improvement: we've had several serious support tickets that remained open for a very long time, and resolution has been slow. Some core pages still use Visualforce, and certain additional packages, such as Contracts, feel neglected and out of date due to those visual force pages. Review collected by and hosted on G2.com.

We have been using Rootstock ERP for just over 2 years now. It is our all-in-one cloud solution for ERP, warehouse management, product allocation and shipping. We currently use Rootstock Cloud ERP alongside Rootstock Financials and leverage a Bringg and Shopify Integration to allow our customers to see live stock counts and to order directly, with all orders feeding into our system. It also has extensive capabilities as an MRP system which we leverage. We were able to work with Rootstock with a bespoke picking system that works directly within Salesforce too, rather than having to purchase a WMS separately.

Their support teams have been very good and responsive before and since go-live and have helped us massively with any issues that have surfaced. Review collected by and hosted on G2.com.

We initially had some challenges with the WMS system although Rootstock is not marked as a solution for this, but it has definitely improved on this front with collaboration with our users and their support team.

While not an ERP related issue, Rootstock Financials, as more specifically for US companies initially had some teething issues but many of these have been resolved with collaborative effort.

From a Salesforce Admin POV I have found some of the views/layouts a little restrictive initially although Rootstock have made great efforts to improve this. Review collected by and hosted on G2.com.

I like being able to click through transactions and quickly get the details I need. I also like that it’s completely cloud-based, so I can access it from anywhere. Your support ticketing system is easy to use, and responses are timely. Overall, I think it’s a good value for what you’re getting. Review collected by and hosted on G2.com.

I think the administration of Rootstock is too complicated. It’s impressive how much you can do as an administrator, but the setup isn’t well organized or clearly defined, and it can quickly become overwhelming. Another challenge I’ve run into is inconsistency in the data name(s). I can see one data name on the screen, but when I go to create a report, I can’t find it because it shows up under a different name. I would like to see timely product improvements/features. A couple years ago we were pitched a "rental" model for those of us with a rental business, but we still have not seen it. Review collected by and hosted on G2.com.

I like that it’s built on Salesforce and the level of customisation that provides. I also appreciate being able to process records in the system via the API. The UI feels dated in some areas, but the new Lightning format works great. Review collected by and hosted on G2.com.

Finance feels clunky and still needs work. The older Visualforce pages are difficult to navigate, and the overall experience can be frustrating. The licensing model is also opaque, especially when it comes to limited-access users and the lack of documentation for what licences grants what access. Review collected by and hosted on G2.com.

Rootstock has streamlined our inventory and financials while providing exceptional visibility into day-to-day operations. Review collected by and hosted on G2.com.

While the occasional processing error can be of nuisance, Rootstock has continuous feedback driven updates to ensure long term improvements Review collected by and hosted on G2.com.

Rootstock is a very detailed product that lets us report on more data than we could before, especially around material transactions and project profitability. By switching to Rootstock, we’ve also been able to bring our financial and operating worlds together, which has created a smoother process flow for users. The onboarding process provided a lot of support from personnel and we've continued to receive assistance and regular check-ins over the years.

The Fixed Asset feature has saved us a lot of time and helped reduce potential human error by moving our asset tracking out of a spreadsheet and into a straightforward system. Once an asset is entered, it calculates and processes the related transactions for you, which makes the overall tracking process much simpler.

The option to integrate with Salesforce and our bank is an absolutely necessary feature which Rootstock is able to accomodate.

Rootstock also has a high performance level when we have many users logged in and performing transactions.

We have yet to experience AI within our system but are confident that Rootstock will work to integrate it, as they are always working to improve their product.

ERP systems may not be cheap, but the payoff is well worth the reporting capabilities which allow our Executive team to strategically lead us toward growth. Review collected by and hosted on G2.com.

Rootstock is difficult for the average user to learn. There are so many settings that when something isn’t working, it can be hard to pinpoint the cause. Because the system is complex, even after we set something up, there’s still a chance it isn’t configured correctly and we may not realize it.

The Site Map is also too large and needs to be easier to navigate. It would help if it were limited based on the user’s role, rather than showing a long list of options they’ll never need. Another issue we’ve run into with the Site Map is that Rootstock makes frequent updates, but when an item should no longer be used, it remains available on the Site Map instead of being replaced by the new item. That creates confusion about which items we should be using, and we’ve ended up sticking with using the same older items for years, such as Cash Receipts and Bank Statement Reconciliation.

Another note to add on the topic of the Bank Statement Reconciliation is that Rootstock has spent at least the last year improving and correcting this feature. It currently has issues that cause it to be inaccurate, leading to a manual bank reconciliation being a better option which is not acceptable.

When a system update causes a change to our accounting, like the application of a prepayment to an invoice, it can cause our GL accounts to be overstated which is a major accounting concern that we were not notified of when the update was made. Better visibility on updates such as these are necessary for our business to keep up with changes as they happen. Review collected by and hosted on G2.com.