--- title: Rootstock Cloud ERP Reviews meta_title: 'Rootstock Cloud ERP Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 86 reviews by the users' company size, role or industry to find out how Rootstock Cloud ERP works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 86 scale: '5' date_modified: '2026-08-13' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Rootstock Cloud ERP Reviews **Vendor:** Rootstock Software **Category:** [ERP Systems](https://www.g2.com/categories/erp-systems) **Average Rating:** 3.9/5.0 **Total Reviews:** 86 ## About Rootstock Cloud ERP Rootstock is a cloud-based Enterprise Resource Planning (ERP) solution that is purpose-built for companies involved in the manufacturing, distribution, and service sectors. Built natively on the Salesforce platform, Rootstock creates a cohesive environment that enhances business efficiency and drives growth. This ERP solution is tailored for organizations that require a robust system to manage their goods and services, ensuring that all aspects of their operations are streamlined and connected. Targeted primarily at mid-sized to large enterprises, Rootstock serves product-centric businesses that prioritize innovation and scalability. Companies that already utilize Salesforce will find Rootstock particularly advantageous, as it offers a seamless integration with existing CRM and Salesforce cloud functionalities. This integration allows for a unified approach to data management, enabling organizations to leverage a single data model for both customer interactions and operational processes. However, even businesses that do not currently use Salesforce and don't plan to benefit from Rootstock’s enterprise-grade capabilities, ensuring they have access to advanced features and continuous innovation by running their ERP on the word's #1 enterprise business software system. Key features of Rootstock include comprehensive inventory management, production planning, supply chain optimization, financials, and field service. These functionalities enable users to gain real-time visibility into their operations, facilitating informed decision-making. The platform also has artificial intelligence (AI) embedded into the foundation with tools that enhance forecasting and analytics, allowing businesses to anticipate market trends and customer needs more effectively. Additionally, Rootstock's intuitive user interface ensures that employees can navigate the system with ease, reducing the learning curve and promoting user adoption. One of the standout benefits of Rootstock is its commitment to providing a boutique, white-glove service experience for customers while maintaining the robustness of an enterprise solution. This combination allows organizations to receive personalized support tailored to their specific needs without compromising on the reliability and security that comes with an established platform. Rootstock’s unique positioning in the market, blending high-touch service with cutting-edge technology, makes it a compelling choice for businesses looking to optimize their operations and achieve measurable return on investment (ROI). ## Rootstock Cloud ERP Reviews ### 1. Rootstock Customization Streamlined Our Workflow and Boosted Production Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Darius B. | Senior Operations Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2026 **What do you like best about Rootstock Cloud ERP?** 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%. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** In short, Rootstock is helping us solve 'How can we do this faster?'. Before Rootstock, we had paper production records and spreadsheets that were hard to keep up with. After implementing Rootstock a few years ago, our operations finally had one source of truth to work from and not wonder if the data a tech was reviewing was current. Now, Rootstock is adding AI tools to increase our ability to query non-related data and execute against those new insights. They are also helping refine our current processes with newly created tools that were not available during our implementation. **Official Response from Rootstock Software:** > Darius, thank you for a fantastic review. A 54% reduction in data entry time and 29% more available labor in the first month is a remarkable result, and it shows what's possible when a team really leans into customization and flow automation. Your interface feedback is noted and fair, and I've passed the point about column flexibility in legacy tools to our product team. And you're right about where we're headed with AI. Giving teams faster answers from their own data is a big part of our roadmap, so we're glad you're already seeing that direction pay off. Thanks for growing with us! ### 2. Rootstock Cloud ERP: A Powerful, 100% Native Salesforce ERP Architecture **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Rootstock Cloud ERP?** 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. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock Cloud ERP solved what was, for me, the single biggest headache in enterprise technology: a fragmented data stack. **Official Response from Rootstock Software:** > Thank you for such a technically precise review. You've described the architecture exactly as we'd hope: 100% native to the Salesforce platform, bringing full ERP logic (financials, inventory, manufacturing) into Salesforce's declarative environment and removing the walls between front office and back office. Solving the fragmented data stack is the reason Rootstock Cloud ERP exists. Your critique is equally fair. Managed-package error messages that don't tell an admin enough, and release management that demands heavy regression testing, are real costs of a deeply integrated ERP. These are areas we're actively working to improve, including a user-centered experience where errors provide a clear next step toward resolution, architectural improvements that reduce the testing radius for each release, and tools that enable customer admins to more completely understand and explore Rootstock releases. In the meantime, our support and customer success teams can share regression testing approaches other customers use to de-risk deployments. These specific examples of unclear errors are genuinely useful to us, so please keep flagging them! Thank you for the thoughtful review. We appreciate you taking the time! ### 3. Rootstock ERP: Flexible, Salesforce-Native Platform with Excellent Support & Training **Rating:** 4.0/5.0 stars **Reviewed by:** Robert M. | Systems Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Rootstock Cloud ERP?** 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. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Visibility: Users have quick access to all the data they need to complete their daily tasks, removing the need to reach out to other departments to get questions answered. Customization: Because the system lives on the Salesforce platform, we can quickly add features and tweak the system to meet our needs, unlike our previous legacy ERP system built on SQL. **Official Response from Rootstock Software:** > Thank you for the review, Robert! The flexibility you describe (configurable tools and custom components that can be repurposed across your organization, with quick changes that would have been impossible on a legacy SQL-based ERP) is exactly why Rootstock Cloud ERP is built natively on the Salesforce platform. We're glad it's giving your users quick access to the data they need without waiting on other departments. Your criticisms are fair. Slow resolution on Financials support tickets isn't the experience we want you to have — if any remain open, please escalate through your technical account manager so we can prioritize them. And on modernizing older Visualforce pages, we are actively working to deliver experience that are a delight to use, like the recently release Bank Statement Workbench. As we work to modernize all corners of our product, our commitment is that we will keep our users at the center of these designs. Reviews like this help us prioritize that work. Thanks for being a Rootstock customer! ### 4. All-in-One Cloud ERP: Salesforce-Based Picking, Shopify/Bringg Sync, and Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Liam S. | Salesforce Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Rootstock Cloud ERP?** 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. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** It provides us with a cloud solution for an ERP which in itself is quite a feat! For an SME like ourselves it saves us having to invest in a hefty solution like SAP for MRP while also being a fairly easy platform for users to learn and interact with as it's built on the Salesforce platform. It also allows users to login remotely without issue to perform tasks, such as RMAs etc. Having the capability of Salesforce's reporting and dashboard suite in tow, it makes it easy for executive staff to follow trends on ordering, cash flow, and so on too. **Official Response from Rootstock Software:** > Thank you for such a detailed review, Liam! Two years in, your setup is a great illustration of what an all-in-one cloud ERP can do for an SME: ERP, financials, MRP, warehouse management, product allocation, and shipping unified on the Salesforce platform, with Shopify and Bringg integrations giving your customers live stock counts and orders flowing straight into the system. Building a bespoke picking solution directly within Salesforce rather than purchasing a separate WMS is exactly the kind of flexibility we love to see customers use. We also appreciate the honest note on the early warehouse management challenges, and we're glad the collaboration between your users and our support team has kept improving things. That partnership is how the product gets better. Thanks for being a Rootstock customer! ### 5. Great Cloud Access and Support, But Admin and Data Naming Can Be Confusing **Rating:** 3.5/5.0 stars **Reviewed by:** Thomas G. | Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** 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. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We needed an ERP system that could sync with Salesforce and still be affordable, and this solution met those requirements. **Official Response from Rootstock Software:** > Thank you for the thoughtful review, Thomas. It's great to hear that Rootstock is delivering on what matters most to you: seamless Salesforce integration, cloud-based access from anywhere, transaction-level visibility, responsive support, and strong overall value. Your feedback on administration setup and inconsistent field naming between screens and reports is fair, and it's an area our product team is actively working to improve as part of our ongoing UX investment. On the rental/equipment-as-a-service model — we hear you, and we'd like to connect you directly with our product team so you can get a current update on the roadmap and help shape the capability. Please reach out to your technical account manager and we'll set that up. Thanks for being a Rootstock customer! Reviews like this directly influence where we invest next. ### 6. Rootstock Streamlined Our Inventory and Financials with Exceptional Operational Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Julia J. | Receptionist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock has streamlined our inventory and financials while providing exceptional visibility into day-to-day operations. **What do you dislike about Rootstock Cloud ERP?** While the occasional processing error can be of nuisance, Rootstock has continuous feedback driven updates to ensure long term improvements **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Centering our operational and financial data in a single system eliminates the frustration of fragmented data. The integration with Salesforce DataLoader has greatly transformed our period-end processes and inventory tracking, allowing us to seamlessly mass-update and reconcile data in bulk. This has significantly reduced manual data entry and minimized processing errors. Additionally, because Rootstock inherits Salesforce’s flexibility, our team can easily customize fields and views without a developer. The system's comprehensive audit trail makes tracking effortless during heavy period-end updates. For any team looking to scale operations, eliminate data silos, and streamline its financial workflows, Rootstock is an excellent and highly efficient choice. **Official Response from Rootstock Software:** > Thank you for such a comprehensive review, Julia! Centralizing operational and financial data in a single system with seamless bulk updates and reconciliation, and a comprehensive audit trail that makes period-end tracking effortless is exactly what Rootstock is designed to deliver. We especially appreciate you calling out that your team can customize fields and views without a developer; that flexibility comes directly from being built natively on the Salesforce platform. Thank you as well for noting how we handle the occasional processing error: continuous, feedback-driven updates are how we keep improving for teams like yours. "For any team looking to scale operations, eliminate data silos, and streamline its financial workflows" — we couldn't have said it better ourselves. Thanks for being a valued Rootstock customer! ### 7. Powerful Reporting and Smooth Financial-Operations Integration with Rootstock **Rating:** 4.5/5.0 stars **Reviewed by:** Adella Y. | Director of Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Rootstock Cloud ERP?** 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. **What do you dislike about Rootstock Cloud ERP?** 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. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock is improving the Bank Statement Reconciliation feature which is absolutely necessary, as manual reconciliations are becoming a thing of the past, and accurate timely information is crucial to our business's success. We expect that working AI into our system will be a huge advantage to us and are depending on Rootstock to lead this and make it possible in the near future. **Official Response from Rootstock Software:** > Thank you, Adella, for such a thoughtful review! The complexity feedback is fair and well taken. A manufacturing ERP this configurable does come with a learning curve, but we never want configuration complexity to prevent you from getting the most out of Rootstock. We're currently exploring some AI technologies and other process improvements to solve problems exactly like the one you're experiencing. In the meantime, your customer success team is always happy to do a configuration health check, so please lean on those check-ins. On the positive side, this is what we love to hear: deeper reporting on material transactions and project profitability, and finance and operations finally running on one connected platform. That visibility into accurate, timely data is where customers see the biggest business outcomes and ROI. And you're right about where things are headed. Automating work like bank reconciliation and continuing to bring AI into the product is a major focus for us. Thank you for being a valued Rootstock customer! ### 8. Comprehensive Solution with Update Management Challenges **Rating:** 3.5/5.0 stars **Reviewed by:** Karen C. **Reviewed Date:** July 10, 2026 **What do you like best about Rootstock Cloud ERP?** I like the flexibility of being in Salesforce with Rootstock Cloud ERP, which allows me to configure views, add fields, and write reports. I also appreciate the Lightening views for their effectiveness. **What do you dislike about Rootstock Cloud ERP?** I think the constant updates are hard to manage. It is almost impossible to constantly do the updates that are released. And then you go through all testing and update, but you have an issue which is fixed and incorporated into the next update, so you need to upgrade yet again. Having either quarterly or half year updates at a scheduled time would be best. And fixes in between can be pushed as patches. AS far as implementation, I would not call it easy. Delays as they worked through kinks in the Lightening Pages and learned about them pushed our implementation back months. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock Cloud ERP lets us run our business on a single platform, managing everything from sales opportunities to financial reporting. **Official Response from Rootstock Software:** > Thank you for the detailed and constructive feedback, Karen! Delivering a stable ERP throughout upgrades is a commitment we take very seriously. We release upgrades on a regular cadence to allow for continuous improvements to the product. However, we work with each customer to determine the best schedule for your team to deploy and test these upgrades in your environment. If you feel you're upgrading too often, please reach out to your technical account manager to start a discussion around an adjustment to your upgrade schedule. I'm also sorry your implementation ran longer than expected. That's not the experience we want, and feedback like yours helps us keep improving how we deliver. On the plus side, it's great to hear you're getting real value from the platform. Being able to configure views, add fields, and build your own reports without a developer is exactly the flexibility we designed for. And running everything from sales opportunity to financial reporting on a single platform is where customers tend to see the strongest ROI. Thanks, again, for taking the time to write this up. ### 9. Rootstock hellps our business grow by leaps and bounds! **Rating:** 4.0/5.0 stars **Reviewed by:** Heather H. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2024 **What do you like best about Rootstock Cloud ERP?** The functionality of Rootstock integrated with the Salesforce platform has allowed our company to scale exponentially. ArchFab relies heavily on collaboration between finance, manufacturing and construction. Rootstock gives us the visibility and real time information to be successful in our growth plans. Getting the entire business of fincance and operations on a single platform has allowed all of our users to function at a high level. **What do you dislike about Rootstock Cloud ERP?** As with any implementation, building your system is a challenge but ArchFab was able to do this during the perilous 2020 when most workers were remote. The cloud made it much easier to make progress on our go-live. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock has the functionality to drive our business from sales to manufacturing, installation and finance seamlessly. With ERP managing our inventory has allowed us to have material on hand to keep manufacturing on schedule and improve capacity. The structure of the set up and transactions allow Finance to provide relevant and realtime data to make effective business decisions. **Official Response from Rootstock Software:** > Thank you, Heather! Reviews like this make our day. Scaling a business that spans finance, manufacturing, and construction is no small feat, and it's great to hear how ArchFab continues to do it. A remote go-live during 2020 says as much about your team as it does about the software. We're glad the real-time visibility and inventory management are keeping production on schedule, and we're excited to keep supporting the company's growth. Watching ArchFab grow these past few years has been a highlight for our team! Thank you for the review. ### 10. Rootstock Unifies Procurement, Inventory, Orders, and Accounting with Flexible Growth Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock provides a solid foundation for companies to procure stock, manage inventory, fulfil sales orders, and handle all the back-of-house accounting that goes with it. It may sound basic, but Rootstock pulls these pieces together really well, and its flexibility has helped our company open subsidiaries in two countries. **What do you dislike about Rootstock Cloud ERP?** In a system where you'd like to use a single org for a global company (via the use of divisions), there is only relatively new developments that allow for complete separation of the two divisions. I.e. employees from country A cannot access any operational or financial information about country B, and vice versa. These new developments are being tested in our company at the moment and will go-live soon. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock is working on a matching system and auto adjustment of our accrued landed costs GL accounts (as far as I'm aware, this affects many companies who do not physically receive their goods until weeks after landed costs are generated in the system). This will benefit us because the accrued accounts will be adjusted closer to real time, rather than waiting for there to be a big enough delta, which then needs to be adjusted and hits the P/L for a specific month. This will help us keep a much closer eye on our landed costs. **Official Response from Rootstock Software:** > Thank you for the detailed review! It's great to hear that Rootstock Cloud ERP has given you a solid foundation across procurement, inventory management, sales order fulfillment, and financials, and that its flexibility supported opening subsidiaries in two countries. Supporting global, multi-entity operations in a single org is a big part of where we're investing. We're glad you called out two examples of that investment: division-level data separation for global companies, which your team is helping validate ahead of go-live, and automated matching and adjustment of accrued landed cost GL accounts, which — as you note — matters to many companies whose goods arrive weeks after landed costs hit the system. Feedback from customers running real international operations is what shapes these capabilities, so thank you for being part of that process. We look forward to hearing how both features work for you once live! ### 11. Great reporting, but Salesforce limits comparisons—often requires exporting to Excel **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Rootstock Cloud ERP?** Once set up, you can get really great specific reporting. There is a some flexibility in getting your processes in place to capture all the required information and keep on top of production and inventory. **What do you dislike about Rootstock Cloud ERP?** Because it's built on Saleforce, it's extremely limited by the core architecture. So comparison reports like looking at sales vs work orders isn't possible. You can make a kludge, but realistically you have to export information into excel or another package to process data. For example we have to export all our sales data to set up sales forecasting that we then import back in to make MRP functional. This is because the MRP system assumes only the past and can't really reflect future projections. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock has given us a single system of record across financials, inventory, and production, which has reduced the manual reconciliation we were doing across disconnected spreadsheets. Having GL, stock locations, and cost data in one place makes it easier to track expenses and inventory movements accurately. The main benefit has been better visibility. We can pull consistent data for reporting and decision-making rather than piecing it together from multiple sources, which saves time and improves the reliability of the numbers we work from. **Official Response from Rootstock Software:** > Thank you for the review! A single system of record across financials, inventory, and production (GL, stock locations, and cost data in one place, with no more reconciling disconnected spreadsheets) is exactly what Rootstock Cloud ERP is designed to deliver, and it's the same Salesforce platform foundation that makes that unified data model possible. On cross-domain reporting like sales versus work orders: we hear you, and we'd like to help before you resort to exporting to Excel. While SF reports do have certain limitations, there are likely ways to create the reports you are looking for. Some that come to mind are Joined Reports or Cross Filters, but without knowing the specifics of what you are trying to bring together in a report, it is difficult to offer a solution. Your technical account manager can connect you to resources that can work with you. Your feedback helps us prioritize making these comparisons easier natively, without having to look for an add-on to solve the reporting need. Thanks for being a valued Rootstock customer! ### 12. Highly Customizable on Salesforce, but Needs Smoother UX and smoother performance **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Rootstock Cloud ERP?** I love that we are able to customize so much of the user experience, if something doesn't work the way we need it to we are able to find creative workarounds and gain efficiencies. Being on salesforce there are many integration options that help us find better ways to operate **What do you dislike about Rootstock Cloud ERP?** It often feels like a clunky user experience out of the box, and does require a lot of customization to get a nice finished product. We get a lot of complaints about too many clicks for processes and slow load times (though some of this may be attributed to our wifi) and support can be a challenge to navigate when there are misunderstandings about our requests. Having better documentation is a huge pain point for us as well. Often the community articles do not align with actual operations or are missing steps and or clarity on processes. If there was robust documentation that would really help **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Having all of our CRM and ERP/Financials data on a single platform makes reporting and analysis much easier and allows us to review how sales activities are affecting financials with relative ease **Official Response from Rootstock Software:** > Hi there, Thank you for the candid review. You've highlighted the benefit we care most about: with CRM, ERP, and financials on one Salesforce-native platform, you can report and analyze how sales activity flows through to financials without stitching systems together, and the platform's flexibility lets your team tailor the experience and keep finding efficiencies. We also appreciate the direct feedback on where we need to be better. Streamlining out-of-the-box workflows — including reducing clicks in high-frequency processes — is an active focus of our product and UX investment. On documentation: you're right, and improving the depth, accuracy, and clarity of our documentation and community articles is a priority we're actively working on. If specific articles are inaccurate or missing steps, flagging them through your technical account manager genuinely helps us fix the right ones first. We'd also like to look into the support experience you described, as misunderstandings on requests shouldn't be a recurring pattern, and we'd welcome the chance to review recent cases with you. Thanks for taking the time to share both what's working and what isn't. This is exactly the kind of valuable feedback that shapes our roadmap. ### 13. Seamless Salesforce Integration with Robust Data and Responsive Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Rootstock Cloud ERP?** Integration within Salesforce is a major plus. Being able to track everything from CRM activity through to cash received in one system is a big advantage. I also appreciate the data integrity and the abundance of available data. On top of that, customer success/support has been highly responsive. **What do you dislike about Rootstock Cloud ERP?** Difficult to train on because of the extremely high level of customizability. There are too many editing restrictions; as business needs change, it would be helpful to be able to update existing items instead of having to start over from scratch. Bank reconciliation and credit card reconciliation also need improvement. Pricing is expensive. The inconsistent UI/UX between Lightning and Classic is confusing, and there are too many permissions to keep track of. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We used to struggle to keep track of data in nearly every department because everything lived in disconnected spreadsheets. Now we no longer have to do a bunch of data manipulation in Excel spreadsheets just to get answers. It has also cut down on transcription errors that came from manually creating work orders. **Official Response from Rootstock Software:** > Thank you for the balanced review. Tracking everything from CRM activity through to cash received in one system — with strong data integrity and no more manipulating disconnected spreadsheets in Excel just to get answers — is the core value of Rootstock Cloud ERP, and we're glad it's also cutting the transcription errors that came from manually creating work orders. We appreciate the specific improvement areas. On training for a highly customizable system, The Learning Center, the Rootstock Success Community, and your technical account manager can help build internal expertise tailored to your configuration. Rootstock aims to deliver an ERP that isn't just functional, but is a delight for our customers to users. We've focused much of our recent development on improving the user experience, and we think you'll love the new Bank Statement Workbench! This new workbench resolves the common customer pain points we heard from customers like you in the previous tools. And if permission management is creating overhead, our support team can review your setup and suggest simplifications. Thanks for being a Rootstock customer. ### 14. Rootstock ERP Boosted Scheduling Consistency with Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock ERP has helped my company become more consistent and predictable with our production scheduling and overall throughput. It’s a robust system that covers the major functions you’d expect from an ERP. Their support team has also done a great job reaching out and helping us throughout our journey with Rootstock. Given our company’s size and limited resources, their team has been especially helpful when we’ve needed assistance with system performance and with new integrations. **What do you dislike about Rootstock Cloud ERP?** Given our company’s level of technical expertise, making certain tweaks and adjustments to the system has sometimes been beyond our current abilities and our capacity to learn how to implement the changes we want. The support team has been great about working with us to find solutions that fit our company and meet our needs. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We’ve used the Rootstock community to resolve issues that come up during updates, as well as to support our Rootforms integration. It has also helped us work through backend linkages between fields and objects and better understand the more technical aspects of the system. **Official Response from Rootstock Software:** > Hi there, Thank you for the kind review. More consistent, predictable production scheduling and throughput is one of the most valuable outcomes an ERP can deliver, and we're glad Rootstock is providing that along with the full range of core ERP functions. We'll pass the recognition along to our support team! Helping companies with limited internal resources succeed, from system performance to new integrations, is exactly what they're there for. We're also glad the Rootstock community has been a resource through updates, your Rootforms integration, and the more technical aspects of the system. As you continue building internal expertise, The Learning Center and your technical account manager can help make those tweaks and adjustments feel more within reach. If you feel like additional technical expertise is needed, and you don't want to invest in developing in house, some customers also choose to leverage our Managed Services offering. You can reach out to your Account Manager to see if this is the right fit for you Thanks for being a Rootstock customer! ### 15. Streamlined Salesforce Integration, Room for Finance Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Mattthijs B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Rootstock Cloud ERP?** I like that Rootstock Cloud ERP is fully integrated with Salesforce. This integration eliminates past issues we had with syncing our CRM and ERP databases since it all uses the same database now. I also appreciate that the system setup knowledge applies across both our CRM and ERP operations because it's all on the Salesforce core platform. It's also really helpful that we can create flows and automations using both ERP and CRM data without needing to resort to API calls or other tools. **What do you dislike about Rootstock Cloud ERP?** Since Rootstock started as an American system, some of the functionality is quite US-focused, especially regarding the financing side of the business where American practices differ from those commonly used in Europe. Rootstock is working on improving these items, but some features like the settlement of GL accounts, which is common in Europe, still don't exist. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** I use Rootstock Cloud ERP for order handling and invoicing, fully integrated with Salesforce. It speeds up response times and increases order management efficiency. The integration prevents synchronization issues, streamlining CRM and ERP data flows without needing additional tools. **Official Response from Rootstock Software:** > Hi Mattthijs, Thank you for such a clear articulation of what makes Rootstock different. You've captured it exactly: because Rootstock Cloud ERP is built natively on the Salesforce platform, your CRM and ERP share one database and your team's platform knowledge, flows, and automations work across both. That unified foundation is what enables an AI-native ERP for product-centric companies, and it's great to hear it's speeding up your order handling and invoicing. Your feedback on European financial practices is fair and appreciated. Closing gaps in capabilities for our global customers, including areas like GL account settlement, is an ongoing priority. We'd welcome a conversation between your team and our product group to walk through the current roadmap; your technical account manager can arrange it. Thanks for being a Rootstock customer and for the thoughtful review! ### 16. Rootstock Multi-Company, Multi-Currency Success **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Rootstock Cloud ERP?** Rootstock was very easy to learn. I did not have much experience with other ERP systems and Rootstock is very logical system. IF you follow the training and successfully enter and clean your data, the system flows and you can access the data from various avenues. Our post-implementation support has been extremely helpful in navigating some of our errors in implementation (from our consultants). Suggestions by the Rootstock team to "turn on" various features that were not done during implementation have made a significant difference in our efficiency and abilty to analyze our data (i.e. Financal Analytics). I use the system everyday and the ability to export information is key for my work. **What do you dislike about Rootstock Cloud ERP?** One of the downsides in reporting is that you cannot access each available object in every report. There is the ability to link reports together, but that is very technical (but also could be due to my lack of understanding). There are alot of upgrades that are being rolled out and it is difficult to keep up with the number of upgrades. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Our entity was very unique and complicated as we were acquired from a large conglomerate. We had a deadline to implement the system as the previous system was going away. As such, all functions had to be up and running at time of Go-Live. So every aspect of the ERP system is being utilized and helping us to run the business. Every function had to be addressed with this ERP system...especially shipping out of a new warehouse. Some integrations with shipping software had to be done which has worked out very well so far. Various automated features have been implemented as well which saves a significant amount of time (i.e. automatic invoicing, automated monthly statements, integration with Amazon, etc.) **Official Response from Rootstock Software:** > Thank you so much for the detailed review! Getting every function live at go-live — financials, inventory, and shipping from a new warehouse, plus integrations and automation like automatic invoicing, automated monthly statements, and Amazon — under a hard deadline is a serious accomplishment, and we're glad Rootstock's logical design made it easy to learn even without prior ERP experience. We'll share the kind words with our post-implementation support team, and we're glad suggestions like enabling Financial Analytics have made a real difference in your efficiency and analysis. On reporting across objects: some of customers end up pleasantly surprised at how deep Salesforce reports can go! But you're right that linking reports can get technical, and you shouldn't have to figure that out alone. Your technical account manager can arrange a session on cross-object reporting approaches. And to help keep up with the pace of upgrades, interactive Learning Hour live classes, consistent release notes, and detailed documentation are some of the ways that we can help your team absorb changes at a manageable pace. We're always open to feedback on how we can make this process easier for you! Thanks for being a Rootstock customer! ### 17. Highly Customizable Salesforce-Based Platform That Adapts to Any Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** Being based on the Salesforce platform, it allows a great deal of customization using all the methods that salesforce provides, and with very little risk of having changes removed or breaking things when versions are upgraded. A user can tailor the system completely to their preferred workflows. **What do you dislike about Rootstock Cloud ERP?** Certain forms (such as sales order headers) are quite slow to load. A common workaround is to load orders in multiple tabs at once, then return to each and perform the desired operations. Since the extra time in opening a form has a greatest impact when needing to load several records, opening a separate tab for each nicely limits the impact. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** My work has mostly involved reporting and building interfaces between our other information platforms and Rootstock. The Salesforce platform makes all of this fairly simple, so we can use Excel, Access, Apex code, or using custom flows and formula fields for reporting within Salesforce, whichever is most convenient. We have eliminated a lot of duplicative data entry by automating the interfaces, which is quite easy to do, allowing us to reduce our monthly close process from 5 days to 2. **Official Response from Rootstock Software:** > Thank you for taking the time to write us this review! Reducing your monthly close from 5 days to 2 by automating interfaces and eliminating duplicative data entry is a fantastic, concrete result. It speaks to what you highlighted: because Rootstock is built on the Salesforce platform, you can customize with flows, formula fields, Apex, or tools like Excel and Access, with very little risk of upgrades breaking your changes. Your note on slow-loading forms such as sales order headers is taken seriously, and our product team has been sitting down with our customer service reps this summer to learn more about how we can create a better experience in this area specifically. The development of new Lightning Components has laid much of the groundwork for more performant experiences, like a ~75% reduction in load times when using the Enhanced Rootstock Grid. In the meantime, our support team can review your org's specific configuration, since load times can often be improved case by case. Thank you again for the review! ### 18. Rootstock on Salesforce: Seamless Data Linking, Strong Support, and Faster Processes **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathon W. | Sprayer Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** One of the nice features about Rootstock is being built ontop of the Salesforce ecosystem. Its nice that out of the box, the Account and Customer Master is linked. This allows us to give our Sales team valuable data without having to manual connect the two. Along with being built on Salesforce, it is keeping up with newer features like the navigation with Salesforce Lightning. Customizing page layouts and fine tuning the experience for each department with automations has helped with reducing process times increasing the efficiency of our employees. Rootstock has a really good support system, not only with direct Rootstock employees, but they also have the community which provides documentation and discussions with other Rootstock users from different companies. The commonity also included the idea factory which allows customers to suggest a process or idea to be implemented into Rootstock which could benefit all users. Just recently they have started implementing AI into Rootstock. We have been testing the one on the community which can help find and give snapshots from documentation you are looking for. The system has handled our workloads/processes well. Rootstock has a lot of objects and it still handles a bunch of data or automations extremely well without any major issues or bogging the system down. It has been well worth the venture of moving out of our previous ERP and into Rootstock. **What do you dislike about Rootstock Cloud ERP?** Rootstock is quite a big platform. Compared to our previous ERP, there are at least maybe 2-3 times more objects than what we are used to. It took a bit of a learning curve for some of our users in some aspects. Now that was also a bit of our own team prefering how it used to be or just comfortable in how it used to be, but it did cause some challenges. I wish that with the license structure, there was a way to choose the type of salesforce license you wanted with it instead of paying for a Rootstock license which comes with a salesforce platform license. If we wanted a full salesforce license in liou of a platform, it can't be done directly with Rootstock. So we would have to purchase that directly through Salesforce to get the full license and then still have a empty platform license that may or may not ever be used. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** The different systems like MRP and DRP which helps us with setting stocking levels company wide with MRP and then have DRP set where that inventory needs to go for our external warehouses. Before we would be reviewing this manually with reports. This saved users hours every week reviewing inventory and sales to determine new transfers needed to restock warehouses. **Official Response from Rootstock Software:** > Hi Jonathon, Thank you for the detailed review. MRP setting company-wide stocking levels and DRP directing that inventory to your external warehouses, ultimately replacing manual report reviews and saving users hours every week, is a great example of what integrated supply and distribution planning should deliver. And you're right that being built on the Salesforce ecosystem means the Account and Customer Master are linked out of the box, giving your sales team valuable data with no manual connecting. On the learning curve: a full ERP does bring more objects than many teams are used to, and adjusting from a familiar system takes time. The Learning Center and the Rootstock Success Community can help users get comfortable faster, and your technical account manager can suggest role-based training approaches. Thanks for being a Rootstock customer, and thank you again for this review! ### 19. Powerful, Customizable Manufacturing Hub with Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Joe H. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock is an extremely powerful application that turns our Salesforce org into the central hub of our company. From inventory management and production to invoicing and reporting, Rootstock supports the full range of our manufacturing environment. While it’s definitely complex, the User Interface is laid out well and feels thoughtfully organized. It's built to deal with many different kinds of corporate structures and environments, and is highly customizable. We have successfully integrated Rootstock with other systems, including our Warehouse Management System. Customer Support is responsive and reliable, acting more as a partner than a simple support team. Our principal technical advisor has bent over backwards for us on more than one occasion, truly helping us acheive success with the platform. **What do you dislike about Rootstock Cloud ERP?** Its complexity can sometimes feel daunting, but as I mentioned before, the Customer Support team and our Technical Advisor have been there time and again to help us whenever we’ve gotten confused. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock keeps track of our manufacturing processes, our invoicing, our inventory and employee labor. As our central hub, Rootstock keeps our costs lower than if we had separate systems to deal with all of these elements. Keeping everything inside Rootstock makes analytics easier. **Official Response from Rootstock Software:** > Thank you for the generous review! Rootstock Cloud ERP as the central hub of your company — inventory management, production, invoicing, employee labor, and reporting in one place, integrated with your Warehouse Management System — is the architecture we designed for, and you've described the payoff well: lower costs than running separate systems, and easier analytics because everything lives together. We'll make sure your principal technical advisor and the support team hear your kind words. Acting "more as a partner than a simple support team" is the standard we aim for. And your point about complexity is fair; a platform this capable has a learning curve, and we're glad the team has been there each time it felt daunting. Thanks for being a Rootstock customer! ### 20. Highly Configurable Salesforce Platform That Unlocks Fast Data Insights **Rating:** 4.0/5.0 stars **Reviewed by:** Chris S. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** Being on the Salesforce platform allows for a significant amount of configurability and customization. Being within a single platform lets us unlock data insights in minutes that would otherwise take days. **What do you dislike about Rootstock Cloud ERP?** The backend of the system feels poorly thought out and the number of objects adds unnecessary complexity. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock replaced our on prem ERP system and enabled us to seamlessly integrate our PLM, CRM, and ERP into a single system. This enabled us to capture assembly costing for the first time and track labor across our operations **Official Response from Rootstock Software:** > Chris, thank you for taking the time to submit this review! Replacing an on-premise ERP and unifying PLM, CRM, and ERP on a single platform to unlock data insights and capture assembly costing and labor tracking across operations is exactly the kind of thing we love to hear from our customers. Your feedback on backend complexity is fair. A full ERP data model does span many objects, and it's a bit of an art to leverage complexity to deliver a feature-rich solution while delivering and intuitive end-user experience. We believe we can maintain this balance by staying deeply connected to our users throughout all stages of our development process. If specific areas are creating friction for your team, our support team and the Rootstock Success Community are good resources for understanding how objects relate. Thanks for being a Rootstock customer! ### 21. Flexible, Modular Platform easily communicating with 3rd party applications **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about Rootstock Cloud ERP?** It’s very flexible and modular. You can adjust just about everything and create new pieces that work alongside the existing modules. **What do you dislike about Rootstock Cloud ERP?** It’s currently not natively adjusted to Poland’s financial laws, so it requires a lot of bespoke solutions and manual work. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Warehouse management: it’s very detailed and customizable. We can handle all stock and warehouse operations, and those can later be visualized with 3rd party applications/solutions. It supports the full process and “lifecycle” of a product, from being ordered from the supplier for the first time through to being sold via the front end shop. It also supports selling applications, and it’s fairly easy to make everything work together. **Official Response from Rootstock Software:** > Thanks so much for taking the time to write this, and for the honest note on Poland. You're right that local financial compliance there still leans on partner-built solutions today. We have been working diligently to close the gaps experienced by our global customers, and will continue this effort to improve the global capabilities of the product. On the flip side, it's great to hear the flexibility of a Salesforce-native ERP is paying off for you. That modularity and ease of customization is exactly why manufacturers choose Rootstock as their manufacturing ERP. And we love that you're running the full product lifecycle through our inventory and warehouse management, from first supplier order to final sale. That kind of end-to-end visibility is where customers usually see the biggest ROI and business outcomes. Thanks again for taking the time to leave such a detailed review, and for being a Rootstock customer! ### 22. Missing Key EU Features, Performance sometimes too slow, and Pricing Feels Too High **Rating:** 2.0/5.0 stars **Reviewed by:** Jelle P. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about Rootstock Cloud ERP?** Ability to maintain without external parties for most of the day-to-day requests. Reporting functionalities are quite user friendly and extended. **What do you dislike about Rootstock Cloud ERP?** Functionalities that are common in Europe are not available (e.g. bank book, posting directly on AP subledger, settlement function of balance sheet accounts). Performance is sometimes too slow (loading screens takes too long). Pricing is in relation to offered functionalities too high. Date and currency settings are by default from US perspective and sometimes confusing (FX format inverse vs normal, dates mixed up US vs European annotation). **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Integration between CRM and ERP data is seamless. Support questions are answered quick. Retrieving information is in most cases easy to achieve. **Official Response from Rootstock Software:** > Hi Jelle, Thank you for your honest feedback. We understand European and US accounting workflows can differ significantly and are working to narrow this gap. We value the perspective of customers like you who work with us in this process. We would welcome a conversation with you to review your comments and ensure you are getting the full value of what's available in the system today and visibility into what's coming. You can reach out to your Account Manager to be connected with our Product team. ### 23. Clean, Customizable UI, Reliable Performance, Fast Support & Seamless Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2026 **What do you like best about Rootstock Cloud ERP?** UI/UX is clean and familiar, and customizable page layouts allow each team to see exactly what they need. Integrations with Salesforce's API ecosystem made connecting our EDI systems much easier. Performance has been reliable and stable. The ROI shows up in efficiency and a lot less manual reconciliation. For support and onboarding, the team actually took time to understand our import workflows before configuring anything, and support responds in 1-2 business days with helpful insights and suggestions. AI features with Agentforce expanding there is considerable upside for forecasting and operational intelligence down the road. **What do you dislike about Rootstock Cloud ERP?** 1. Modularized apps require user to switch between different apps. It does help users to focus on their tasks within a specific app, but it is not that user-friendly to a system admin. 2.Living inside Salesforce is a double-edged sword. User inherits its quirks — governor limits on large transactions, the cost of additional licenses and storage. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Less manual work: The data syncing and double-entry between systems basically disappeared, freeing up real time for the team. Better visibility: Order and inventory data sit together, so it's much easier to track items from PO through factory, freight, and warehouse out to the retailer. Sharper business insights: With order, inventory, and supplier data living together, we can connect the dots between sales trends, stock positions, and vendor performance in one place. **Official Response from Rootstock Software:** > Thanks for the review! A clean, familiar UI with customizable page layouts so each team sees exactly what they need, and the near-disappearance of data syncing and double-entry between systems, is exactly what Rootstock Cloud ERP is designed to deliver. Your point about app-switching is well made: modularized apps help end users focus on their tasks, but we hear that moving between them is less convenient for a system admin. We've shared that with our product team as UX feedback. If it's slowing your admin work today, your technical account manager can suggest configuration approaches that reduce the switching. Thanks for being a valued Rootstock customer, and thank you again for taking the time to leave us a review! ### 24. Seamless Salesforce-Native ERP That Streamlines Manufacturing and Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2026 **What do you like best about Rootstock Cloud ERP?** We use Rootstock Cloud ERP to manage our manufacturing, inventory, purchasing, sales orders, work orders, and financial processes. Since Rootstock is built natively on Salesforce, it integrates seamlessly with our CRM providing employees with a complete view of both customer and operational data in one place. It delivers strong performance for our day-to-day business operations, with stable and efficient processing across ERP functions. The UI enhancements and automation capabilities help reduce clicks and manual effort, improving overall efficiency. The Rootstock team keeps customers well informed about product updates, new features, learning hours and has a responsive customer support which makes the pricing well aligned with the value it delivers. **What do you dislike about Rootstock Cloud ERP?** No specific dislikes observed in the current usage experience **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock Cloud ERP helps us manage manufacturing and inventory processes in a single, integrated system. It replaces manual tracking and disconnected tools with real-time visibility into production, stock levels, and material flow. We have better control over inventory, improved coordination between production and stock management, and smoother day-to-day operations. **Official Response from Rootstock Software:** > Thank you for such a positive review! We're so happy to hear the success you've been having with the system. We're especially glad the UI enhancements and automation capabilities are reducing clicks and manual effort, and that you feel well informed through product updates and learning hours. Real-time visibility into production, stock levels, and material flow is a core promise of the platform, and it's great to see it working for your day-to-day operations. We'll share your kind words with our support team. Thanks for being a valued Rootstock customer! ### 25. Rootstock ERP Streamlined Our POs and Accounts Payable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock ERP is helping to get our business running more efficiently. We are now able to create and maintain PO's digitally, as well as simplify the accounts payable process. We are loving the new system and are excited to see where this will take us! **What do you dislike about Rootstock Cloud ERP?** The one thing that I dislike about Rootstock ERP is that the site can be pretty slow at times causing disruptions. We are struggling to get more employees excited about the implementation due to time concerns. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock ERP is helping us see how much money we are spending on products and our return on investments which we were unable to track before! **Official Response from Rootstock Software:** > Thanks for the five stars and the energy in this review, it comes through! Digital purchase orders, a simpler accounts payable process, and finally being able to see spend and return on products you couldn't track before is a great first chapter, and we're excited for what comes next for your team too. On the speed issue, please don't just live with it. Raise it with our support team, since performance disruptions often trace back to specific configurations or integrations that can be tuned, and fixing that will make winning over the rest of your employees much easier. Thank you for being a valued Rootstock customer! ### 26. Highly Customizable ERP with Occasional Bugs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Rootstock Cloud ERP?** I like the customization ability of Rootstock Cloud ERP, which allows us to build highly customized workflows and automation. This feature helps us adapt the system to our specific business needs and processes. Additionally, I appreciate that Rootstock is good at addressing bugs and incorporates fixes into new releases. **What do you dislike about Rootstock Cloud ERP?** There are some bugs with the system that we encounter sometimes. It was a bit cumbersome to set up, with a lot of moving parts, and it took a while for things to settle in post-implementation. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** I use Rootstock Cloud ERP to streamline purchasing, sales orders, inventory management, and finance operations all in one platform. **Official Response from Rootstock Software:** > Thank you for the review! We're glad Rootstock Cloud ERP's customization is letting you build workflows and automation around your specific business processes, and that purchasing, sales orders, inventory management, and finance operations are now streamlined on one platform. We also appreciate the honest notes. You're right that a deeply integrated ERP has a lot of moving parts during setup, and we're glad things have settled in since implementation. On bugs: thank you for recognizing that fixes make it into new releases. Please keep reporting anything you hit, since that's what drives prioritization, and your technical account manager can make sure open issues get visibility. Thanks for being a valued Rootstock customer. ### 27. Flexible, Customizable Rootstock ERP with Strong Ongoing Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Rootstock Cloud ERP?** Rootstock provides multiple levels of support, both during our implementation and as we continue to improve the platform over time. Unlike other ERP platforms, Rootstock can be modified with greater flexibility, which helps it adapt to our business needs more quickly than traditional ERPs. **What do you dislike about Rootstock Cloud ERP?** Some of the standard functionality—especially around Finance objects—doesn’t make it easy for our Finance team to carry out the normal day-to-day activities you’d expect from any finance group in a business. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock gives us the ability to add additional integrations with other platforms as needs arise, and to do so much more quickly than with traditional ERPs. **Official Response from Rootstock Software:** > Thank you for taking the time to leave us this review! We're glad to hear that you appreciate our strong ongoing support and the flexibility of our platform. We understand that standard finance functionality may not fully meet your team's needs, and we are continuously working to improve in that area. Thank you for sharing your valuable feedback with us. ### 28. Top-Notch Account Management and Responsive Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Rootstock Cloud ERP?** The support team is very responsive, and our account manager is top-notch. **What do you dislike about Rootstock Cloud ERP?** The documentation is sometimes outdated, but the support team more than makes up for it. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock solved our biggest problem: siloed systems that didn’t talk to each other. With manufacturing, inventory, order management, and finance unified on the Salesforce platform, everyone now works from the same real-time information—from the shop floor to accounting to customer service. This has eliminated manual reconciliation, improved accuracy, and made it much easier to see what’s actually happening in the business at any given moment. **Official Response from Rootstock Software:** > Thank you for the wonderful review! Your description of the outcome is exactly what we aim for: manufacturing, inventory, order management, and finance unified on the Salesforce platform, with everyone from the shop floor to accounting to customer service working from the same real-time information. Eliminating siloed systems and manual reconciliation, and giving you a live view of what's actually happening in the business, is the core promise of Rootstock Cloud ERP. We'll pass the kind words along to your support and account teams; they'll be glad to hear it. And your point on documentation is taken. Improving the accuracy and freshness of our documentation is a priority we're actively working on, so the docs can match the standard our support team sets. We thank you for being a Rootstock customer! ### 29. Easy Power BI Dashboard Connectivity, but Needs Better Training and Streamlined Item Updates **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2026 **What do you like best about Rootstock Cloud ERP?** The platform has an easy connectivity to create dashboards in PowerBi that can enable the proper visualization of data once organized. **What do you dislike about Rootstock Cloud ERP?** I believe a system is only as good as how it’s set up. The current challenges we have with RS are mostly related to training and know-how, and we haven’t formally developed a “super user.” One specific area I currently struggle with is updating item information, since we have to jump between multiple screens to get everything set up properly. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Placing orders on time we've reduced to 0 our stockout by properly running MRP. **Official Response from Rootstock Software:** > Hi there, Thank you for the detailed review! Reducing stockouts to zero by running MRP in Rootstock Cloud ERP is a fantastic result. That's the core promise of an AI-native ERP for product-centric companies: accurate, timely supply planning that keeps orders flowing. We're also glad the platform's open connectivity makes it easy to build Power BI dashboards on top of your ERP data. Your point about training is well taken. You're right that an ERP delivers the most value when a team has deep product knowledge and a designated SF Administrator who knows the ins and outs of the system. We'd love to help you build that internal expertise: The Learning Center, Rootstock Success Community, plus your technical account manager can help design a super-user enablement plan. And your feedback on item setup requiring multiple screens is noted; simplifying multi-step workflows like item master updates is an active area of UX investment for our product team. We thank you for being a valued Rootstock Customer! ### 30. Scalable, customizable, and developer-responsive — needs faster bug fixes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Rootstock Cloud ERP?** Adjusted for Hastens, with the developers implementing our requested changes. Supports high volume of transactions and customisable reports. **What do you dislike about Rootstock Cloud ERP?** I find that bug fixes generally take a considerable amount of time to be implemented. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We are currently working on implementing the unrealised foreign currency revaluation functionality. This enhancement will enable the monthly revaluation of foreign currency balances, eliminating the need for manual FX journal entries each quarter. As a result, it is expected to save approximately three hours per quarter while improving the efficiency and accuracy of the revaluation process. **Official Response from Rootstock Software:** > Thank you for the review! It's great to hear that Rootstock is handling your high transaction volumes and that our team has been able to adapt the system to your specific requirements. That flexibility is core to how we serve product-centric companies. Your foreign currency revaluation work is a great example of the value: automating monthly FX revaluation and eliminating manual quarterly journal entries is exactly the kind of measurable efficiency gain (hours saved, better accuracy) that modern cloud ERP financials should deliver. Your feedback on bug fix turnaround is heard. Resolution speed matters, and we're working to improve response times on reported issues. If there are specific open items affecting your team, please flag them with your technical account manager so we can make sure they're prioritized appropriately. Thanks for being a Rootstock customer! ### 31. Hard to Navigate at Times, Despite Helpful Customer and Inventory Tracking **Rating:** 2.5/5.0 stars **Reviewed by:** Aine M. | customer care manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2026 **What do you like best about Rootstock Cloud ERP?** It helps me keep customer information and inventory up to date. **What do you dislike about Rootstock Cloud ERP?** It can be difficult to navigate at times. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Everything is in the one place, better visabilty for customer care, less time spent switching between different systems **Official Response from Rootstock Software:** > Thank you for the honest feedback, Aine. Navigation frustration is something we take seriously. A lot of it can actually be improved with configuration, like tailoring pages and views to your role, so it's worth asking your admin or having our support team provide a quick session on that. We're glad the core of it is working for you though: customer information and inventory in one place, and less time bouncing between systems. That's the whole point, so we'd love to close the gap on the rest. Thanks for taking the time to share. ### 32. Highly Customizable and Powerful for Complex Business Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Rootstock Cloud ERP?** The ability to be customized, it can do many things thanks to salesforce apex/flows and connect to different systems. Complex tasks can be easily achieved to satisfy the business needs **What do you dislike about Rootstock Cloud ERP?** I dislike some background processing failures, but the error messages are clear enough to understand what happened and find a solution for it **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Complex business structure, we have complex setup for order handling, shipping, and cost distribution, Rootstock handles it perfectly. **Official Response from Rootstock Software:** > We really appreciate you giving us five stars! Complex order handling, shipping, and cost distribution is exactly the kind of work Rootstock was built for, and it's great to hear the Salesforce platform's Apex and Flow tools are letting your team shape the system around the business instead of the other way around. Thanks for the review! ### 33. Easy Search and Clickable UI, but Missing Key Features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2026 **What do you like best about Rootstock Cloud ERP?** It’s helpful that I can click on everything and search for things really easily. **What do you dislike about Rootstock Cloud ERP?** It involves a lot of clicking at times, and I really miss certain features. Like copy paste old emails into another case. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We now document everything, so everyone can find what they need in the system. You don’t have to ask around anymore, which makes things much easier. **Official Response from Rootstock Software:** > Thank you for the review! "You don't have to ask around anymore" is one of the best summaries of the value of a single system of record we've heard. When everything is documented in Rootstock Cloud ERP, the whole team can find what they need with easy search and navigation, and institutional knowledge stops living in people's heads. We hear you on click-heavy workflows, and reducing clicks in frequent processes is an active focus of our UX investment. On copying emails between cases: we'd like to understand that use case better, since there may be an existing way to handle it. Please raise it with your technical account manager, and if it's a gap, it will go to our product team as an enhancement request. Thanks for being a valued Rootstock customer! ### 34. Flexible, Customizable Platform with Consistently Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Rootstock Cloud ERP?** It’s flexible and easy to customize for our business needs. The customer support and customer success teams are also great and consistently helpful. **What do you dislike about Rootstock Cloud ERP?** Upgrades can have a real impact and often require some work, especially if you’ve customized things. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** It integrates with other Salesforce native applications, allowing us to fully manage our orders and logistics in one place. **Official Response from Rootstock Software:** > Thank you for the kind words, especially about our support and customer success teams. They genuinely care about the people they work with, so I'll make sure this gets passed along to them. Your point about upgrades is fair. When you've tailored the system to your business, updates take more planning, and we're working on making that process lighter, particularly for customers with heavy customization. It's great to hear the flexibility is paying off though, and that connecting with other Salesforce native applications lets you run your order management and logistics in one place instead of juggling separate systems. That's exactly how the Salesforce ecosystem is supposed to work. Thanks for taking the time to share your experience! ### 35. Great Documentation, But Record Connections Aren’t Always Intuitive **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Rootstock Cloud ERP?** There seems to be a lot of documentation and resources avalialble! **What do you dislike about Rootstock Cloud ERP?** There are A LOT of different objects and staging objects and it is not always easy or intuitive to know how records are connected to each other. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We are using it as our ERP, I have only been using it for 4 months and I did not help pick it out and this is my first org that I've worked at that uses an ERP, so I'm not sure yet. **Official Response from Rootstock Software:** > Thanks for the honest review, and welcome to the world of ERP! Four months in at your first ERP org is early days, so it's encouraging that you're already finding the documentation and resources useful. You're not wrong about the data model. A manufacturing ERP tracks a lot of moving parts, so there are many objects working behind the scenes, and learning how they connect takes time even for experienced admins. If you haven't already, check out the Rootstock Learning Center and our customer community. Both are built exactly for situations like yours, and your technical account manager can point you to the right learning path for your role. We'd love to hear how your answer to that last question changes once you've had a full year with the system. Thanks for jumping in and sharing your perspective! ### 36. Powerful Automations, but Navigation and Out-of-the-Box Setup Need Work **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2026 **What do you like best about Rootstock Cloud ERP?** Ability to add customized automations that can help make invoicing more efficient **What do you dislike about Rootstock Cloud ERP?** Difficult to navigate until you are familiar with the system and out of the box features need customization. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Integrating Customer opportunities in salesforce with Rootstock Customers from order to invoice **Official Response from Rootstock Software:** > Hi there, Thank you for the candid review. You're right that there's a learning curve. It's an area we're actively working on, because we know user adoption and ease of implementation matter just as much as functionality. If you're still finding parts of the system hard to get around, I'd really encourage you to connect with your technical account manager, or reach out to us directly. Often a short working session on setup and configuration makes a big difference! That said, it's great to hear the automations are making invoicing more efficient, and that you're getting value from running opportunity to invoice on a single Salesforce ERP platform. That connected quote-to-cash flow is one of the biggest reasons customers pick Rootstock, so we want to make sure the rest of the experience lives up to it. Thanks again for taking the time to share this valuable feedback. ### 37. Reliable, Fast Rootstock Sandbox Refreshes That Keep Processes Smooth **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2026 **What do you like best about Rootstock Cloud ERP?** My direct experience with Rootstock is through our sandbox's refreshes. It helps smooth the process follow. The reliability and speed are greatly appreciated. **What do you dislike about Rootstock Cloud ERP?** Based on my experience and exposure to the product I am not seeing anything that I dislike. It is performing as expected again I should clarify based on what I am exposed to and what I use it for. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** I believe the great benefit of using Rskt the time saving. **Official Response from Rootstock Software:** > Thanks for the five stars! Reliable, fast sandbox refreshes might not be the flashiest part of an ERP, but they matter a lot for keeping dev and testing work moving, so we're glad they're saving you time. If your role ever expands into more of the platform, we'd love to hear how that goes too. Thanks for the review! ### 38. Seamless Salesforce Integration with a Unified CRM Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Rootstock Cloud ERP?** I love how naturally it sits within Salesforce and how easy it makes it to connect with our CRM with a the same user experience as Salesforce and a unified database. **What do you dislike about Rootstock Cloud ERP?** There’s nothing I dislike. It offers a lot of possibilities, which encourages everyone to make the best decisions when configuring it to support our long-term business goals. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** It helps create streamlined workflow between front office and back office. In other words, it truly breaks the silos and favour cross-team collaboration. **Official Response from Rootstock Software:** > Thank you for the wonderful review! "It truly breaks the silos"... that's the promise of Rootstock Cloud ERP in one line. Sitting naturally within Salesforce with a unified database and the same user experience as your CRM is what makes the streamlined front office–back office workflow and cross-team collaboration you describe possible. We're also glad the platform's possibilities are encouraging thoughtful configuration decisions in support of your long-term business goals. That's exactly the right way to build. If we can support that roadmap, your technical account manager is a great resource. Thanks again for taking the time to leave us a review! ### 39. Best Real-Time Inventory Management with Platinum Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** It's the best real time inventory management system, with the platinum support package for instant resolutions **What do you dislike about Rootstock Cloud ERP?** Nothing that comes to mind at this moment **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Solving our battery,battery tenders and wipers inventory management for Fleets with less then a 2% error rate **Official Response from Rootstock Software:** > Thank you for the review! Real-time inventory management with under a 2% error rate across your fleet battery, battery tender, and wiper inventory is a great result, and we're glad Platinum Support is delivering the fast resolutions it's designed for. ### 40. Flexible, Cloud-Based ERP That’s Easy to Access and Tailor for Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2026 **What do you like best about Rootstock Cloud ERP?** A cloud-based ERP with easy access, strong flexibility, and plenty of possibilities to tailor the system to meet business needs and support growth. **What do you dislike about Rootstock Cloud ERP?** Rootstock runs on Salesforce, so many of the limitations you encounter in Salesforce also carry over to Rootstock. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** I like the flexibility to open new companies and upload data. ### 41. User-Friendly, Clear Structure, and Flexible Custom Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2026 **What do you like best about Rootstock Cloud ERP?** user friendly and clear structure. I like that you can create your own reports. **What do you dislike about Rootstock Cloud ERP?** It's a little bit slow sometimes and I would like to have more than 2 "formulas" in one report. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Problems it helps with is to have clear overview over orders and the different criteras for the different orders. ### 42. Excellent Tool for Production Scheduling **Rating:** 4.5/5.0 stars **Reviewed by:** Lori R. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Rootstock Cloud ERP?** Excellent tool for production scheduling **What do you dislike about Rootstock Cloud ERP?** Many objects; sometimes difficult to ascertain how they are related and which object holds the information you're seeking **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** The integration of our production scheduling within our ERP **Official Response from Rootstock Software:** > Hi Lori, Thank you so much for taking the time to write this review! We're so glad Rootstock is proving an excellent tool for production scheduling, now integrated directly within your ERP. Your point about the data model is fair: a full ERP spans many objects, and finding which one holds the information you need can take time. We're actively exploring ways that we can further enable our customer admins to dive deeper into Rootstock's architecture, and the Rootstock Success Community and our support team can help map relationships for specific use cases. Thanks for being a valued Rootstock customer, and thank you again for the review. ### 43. Amazing Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl C. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Rootstock Cloud ERP?** I am a fairly new user and find that most of the time, it is a very user-friendly program. However, I have had a few things that I could not figure out on my own. The customer service/technical support is simply amazing. The issues are always addressed in a timely manner. They are explained well and often include screen shots or broken-down step by step, easy to follow instructions. I believe that their customer support and learning centers really set them apart. **What do you dislike about Rootstock Cloud ERP?** There really isn't a downside to Rootstock Cloud ERP. We definetly don't use all aspects of what is offered at this point, but hope to utilize more in the future. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Rootstock Cloud ERP helps us keep better control of our inventory. ### 44. Rootstock Cloud ERP allows us to run all our programs in one place and on any device. **Rating:** 5.0/5.0 stars **Reviewed by:** Greg C. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Rootstock Cloud ERP?** Because Rootstock Cloud ERP is built on the Salesforce platform, it has allowed us to easily create custom objects for our unique business practices and relate them to our Manufacturing & Financial data within Rootstock. This gives us the ability to access all the information in one place and make it visible to whoever needs to see it within our organization. **What do you dislike about Rootstock Cloud ERP?** The only thing that has been somewhat of a problem is the quality of the upgrades (although they are focusing on improving on this in 2024), but you as a Customer also have the ability to test as much as you'd like in Sandbox before you upgrade to make sure everything is running properly. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** It's helping us to do a better job of knowing when to order our ingredients before we run out. Also, once predictive AI is built into the product, it will give us an edge over our competitors who don't take advantage of it themselves. ### 45. You can define what you need and then can create it. **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick L. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Rootstock Cloud ERP?** Online, browser based, mobility, and can be tailor made if need be. User training is generally shorter if you already use Salesforce. Rootforms are a great tool. Using the Salesforce reporting tool to extract ERP information. **What do you dislike about Rootstock Cloud ERP?** With customizations we run the risk of upgrade issues. The financial package can be tricky to navigate. While reporting is great, we need to refine the report types to ensure that users can create their own meaningful (and correct!) reports. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We are hopeful that Rootstock will: - Improve a specific limitation surrounding the out of the box DRP functionality. Based inventory summary of site rather than location. - Allow price roll ups from kit components without the firming them ### 46. Staff has been pleasant to deal with! **Rating:** 4.0/5.0 stars **Reviewed by:** Charlie R. | System Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Rootstock Cloud ERP?** The connectivity with Salesfoce has been very nice to work with once set up correctly. **What do you dislike about Rootstock Cloud ERP?** Support response time could be improved and keeping you updated on how things are going with the case. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Disconnect at certain levels to be able to clean up our system with old accounts that we no longer work with. ### 47. Flexible and professional **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel M. | Solution Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Rootstock Cloud ERP?** The flexibility to adapt to different scenarios regardless the complexity or requirements **What do you dislike about Rootstock Cloud ERP?** The naming or terminology used on some error messages or fields, sometimes it can be missleading. **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** The complex scenario of linking multiple companies and multiples versions of the same items for different markets. ### 48. Rootstock Review **Rating:** 5.0/5.0 stars **Reviewed by:** Becky M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Rootstock Cloud ERP?** The seamless interactions between inventory, purchaseing, sales order process and work orders. **What do you dislike about Rootstock Cloud ERP?** Annual Renewal process and invoicing for suscription **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** The migration of pages and processes over to Lightning, as well as some customization ### 49. Controller's Review **Rating:** 2.5/5.0 stars **Reviewed by:** Scott S. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Rootstock Cloud ERP?** The inventory/manufacturing modules are excellent. Tremendous collection of useful data and processes. Inventory Management #1 for inventory control and manufacting heavy companies. **What do you dislike about Rootstock Cloud ERP?** The accounting modules and external financial reporting are extremely weak. Multiple Customer Masters, the inability to send timely AR statements and only one email recipient for customer invoicing is an issue. The inability to create proper financial statements (need to upload into Excel) is a waste of time and resources. Every single change in the GL produces an additional export and Excel manipulation for internal and external compliant reporting. **Recommendations to others considering Rootstock Cloud ERP:** Fully review the financial capabilities **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** We have been able to properly infuse all labor and other direct/indirect costs into inventory values during conversion. Working forward to be able to measure improvements in our manufacturing processes. ### 50. Rootstock ERP and Financials Review **Rating:** 4.5/5.0 stars **Reviewed by:** Brandt M. | Vice President of Operations and Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about Rootstock Cloud ERP?** Built on the Salesforce Platform, this solution is a great cross-functional ERP system that leverages all the the Salesforce App exchange and the system has to offer. **What do you dislike about Rootstock Cloud ERP?** The financial systems are still a work in progress. They are a smaller company, so development and customer service could be better, but they are improving drastically over time. **Recommendations to others considering Rootstock Cloud ERP:** Great platform if you are already on the Salesforce Platform, or if you are looking for a great Cloud ERP **What problems is Rootstock Cloud ERP solving and how is that benefiting you?** Connecting our CRM system to our ERP system was the initial push into Rootstock. Additionally, we are able to integrate with other systems easily using the API. ## Rootstock Cloud ERP Discussions - [I know many smaller users have deployed Rootstock but what about large manufacturers?](https://www.g2.com/discussions/large-manufacturers-cloud-erp) - 1 comment, 2 upvotes - [Why did you choose Salesforce as the Platform?](https://www.g2.com/discussions/salesforce-b179b665-caef-4922-9eb7-5ab0d3cd82b2) - 1 comment, 2 upvotes - [On-Premise or the Cloud?](https://www.g2.com/discussions/on-premise-or-the-cloud) - 1 comment, 2 upvotes - [Does Rootstock integrate with Salesforce?](https://www.g2.com/discussions/582-salesforce-integration) - 1 comment, 2 upvotes - [Why Should I Choose Rootstock?](https://www.g2.com/discussions/why-should-i-choose-rootstock) - 1 comment, 1 upvote - [View Rootstock Cloud ERP pricing details and edition comparison](https://www.g2.com/products/rootstock-cloud-erp/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A18%3A02+-0500&secure%5Bsession_id%5D=82cecc3b-272f-4fe8-8984-bdc5915ed5cc&secure%5Btoken%5D=474581c8403e33f1ddf2e48f02f3cf7d229f4852edce9fde4afdf7d2a5534594&format=llm_user) ## Rootstock Cloud ERP Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Arena PLM & QMS](https://www.g2.com/products/arena-plm-qms/reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) - [ComplianceQuest QMS](https://www.g2.com/products/compliancequest-qms/reviews) - [d.velop documents](https://www.g2.com/products/d-velop-documents/reviews) - [FreightPOP](https://www.g2.com/products/freightpop/reviews) - [Generix Solochain WMS](https://www.g2.com/products/generix-solochain-wms/reviews) - [GraphQL](https://www.g2.com/products/graphql/reviews) - [Infocon Systems](https://www.g2.com/products/infocon-systems/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [nyce.logic WMS](https://www.g2.com/products/nyce-logic-wms/reviews) - [Pimly](https://www.g2.com/products/pimly/reviews) - [Propel](https://www.g2.com/products/propel-propel/reviews) - [Revenova TMS](https://www.g2.com/products/revenova-tms/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Shopify Plus](https://www.g2.com/products/shopify-plus/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) - [Workato](https://www.g2.com/products/workato/reviews) - [Workday Financial Management](https://www.g2.com/products/workday-financial-management/reviews) ## Rootstock Cloud ERP Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Accounting ** - Chart of Accounts - AP Automation - AR Automation - Order Entry - Tags & Dimensions - Cash Management - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods - Warehouse Management - eCommerce Management - Financial Management - Stock Management - Order Management - Supply Chain Management - Distribution Management - Supplier Management - Project Management - Import/Export Management - Inventory Management - Invoice Management - Shipping Management - Returns Management - Sales Order Management **Accounting** - Chart of Accounts - AP Automation - AR Automation - Journal Entries - Tags & Dimensions - Cash Management - Fixed Assets - Proejct Accounting - Payment Batches - Payments Scheduling - Payment Settlements - Payment Methods **Accounting** - AP Automation - AR Automation - Audit Trail - Budgeting / Forecasting - Collections Automation - Financial Statements - Invoice Customization - Journal Entries - Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods - Business Process Automation - Sales Automation - Marketing Automation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Inventory & Warehouse** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations **Inventory** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations - Sales Forecasting - Third-Party Integrations **Inventory & Warehouse** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations **Inventory & Warehouse** - Inventory Tracking - Inventory Costing - Product Master - Inventory Forecasting - Integrations **Back Office** - Allocation - Asset Register - Lean Management - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management - Inventory Management - Support Ticket Management - Calendar Management - Financial Management - Client Management - Workflow Management - Time Off Management - Training Management - Employee Management - Vendor Management - Supply Chain Management - Payroll Management - Compliance Management - Document Management - Communication Management - Warehouse Management - Enterprise Asset Management - Sales Management - Project Management - Distribution Management - Marketing Management - Resource Scheduling **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Purchasing** - Demand - Purchase Orders - In Transit - Receiving **Warehousing** - Locations - Multi-Warehouse - Third-Party **Purchasing** - Demand - Purchase Orders - In Transit - Receiving **Purchasing** - Demand - Purchase Orders - In Transit - Receiving **Front Office** - ATP - Checkout Process - Configuration Rules - Contact & Account Management - Customer Portal - Field Service Booking - Field Service Dispatch - Product & Price List Management - Product Catalog - Promotions and Discounts - Quote & Order Management - Returns / Refunds - Territory & Quota Management - Tickets - Visual Configuration - HR Management - Task Management - Customizable Fields - Purchase Order Management **Sales & Marketing** - Customer Master - ATP - Order History - Returns - Credit Limits - Pricing & Discounts **Purchasing** - Demand - Purchase Orders - In Transit - Purchasing & Receiving **Sales & Marketing** - Customer Master - ATP - Order History - Returns - Credit Limits - Pricing & Discounts **Sales & Marketing** - Customer Master - ATP - Quote Management - Order History - Returns - Credit Limits - Pricing & Discounts **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs - Productivity Tools - Real-Time Data - Collaboration Tools - Data Analysis Tools **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Discrete Manufacturing** - MRP - MPS - Shop Floor - WIP - Work Orders - BOM **Sales & Marketing** - Customer Master - ATP - Order History - Returns - Credit Limits - Pricing & Discounts **Manufacturing** - WIP - Work Orders - MRP - BOM - MPS - Shop Floor **Service** - Field Service - Warranty Management - Maintenance **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options - Manufacturing Planning **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Assembly** - BOM - Kitting - Disassembly **Quality Management** - Inspections - Rework - Waste - Defects **Manufacturing** - MRP - BOM - MPS - Shop Floor - WIP - Work Orders - Engineering - Product Configuration - Concurrent Engineering **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability - Mobile Access **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **ETO Manufacturing** - Engineering - Product Configuration - Concurrent Engineering **Logistics ** - Picking & Packing - Packaging - Shipping - Routing - Tracking - Cost Tracking - Activity Tracking - Order Tracking **Distribution** - Picking & Packing - Shipping - Tracking **Quality Management** - Inspections - Rework - Waste - Defects **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Quality Management** - Inspections - Rework - Waste - Defects **HR** - Payroll - Workforce Management - Time & Attendance - Workflow Management **HR** - Payroll - Workforce Management - Time & Attendance **Distribution** - Pickinh & Packing - Shipping - Tracking **Reporting & Analytics** - Custom Reporting - Dashboards - Integration - Activity Dashboard **Service** - Field Service - Warranty Management - Maintenance **HR** - Payroll - Workforce Management - Time & Attendence **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Generative AI ** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Distribution** - Picking & Packing - Shipping - Tracking **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - ERP Systems** - Decision Making **Agentic AI - Discrete ERP** - Cross-system Integration - Natural Language Interaction - Decision Making **Agentic AI - Distribution ERP** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning **Additional Functionality** - Data Import/Export - Reminders - AI Copilot - Performance Metrics - Accounting - Billing & Invoicing - Point of Sale (POS) - Quotes/Estimates - Customizable Templates - Reporting & Statistics - Customizable Branding - Drag & Drop - Access Controls/Permissions - CRM - Integrated Business Operations - Multi-Location - Bills of Material - Reporting/Analytics - Customizable Reports - Visual Analytics - Business Intelligence **Additional Functionality** - Barcode Recognition - Multi-Currency - Accounting - Quotes/Estimates - API - Document Storage - Customizable Fields - Data Import/Export - CRM - Real-Time Reporting - Order Processing - Customizable Reports - Reporting & Statistics - Access Controls/Permissions - Barcoding/RFID - Activity Dashboard - Inventory Optimization - Real-Time Data - Barcode/Ticket Scanning - Bills of Material - Real-Time Analytics - AI Copilot **HR** - Payroll - Workforce Management - Time & Attendance **Agentic AI - ETO ERP** - Cross-system Integration **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Generative AI** - AI Text Generation - AI Text Summarization **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **Agentic AI - Mixed Mode ERP** - Adaptive Learning - Proactive Assistance - Decision Making **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - 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