Rootstock Cloud ERP
mid-rangeby Rootstock Software
Cloud ERP built on the Salesforce platform for manufacturers and distributors
Starting price
$150/user/mo
per user / mo
Company size
51–1,000 employees
ideal fit
Go-live
4–8 months
typical timeline
Total project cost
$100K–$500K
software + implementation
Best for: Manufacturers and distributors already on Salesforce wanting native ERP
200+ manufacturers run operations on Rootstock + Salesforce — seamless CRM-to-ERP
Pros & Cons
Built natively on Salesforce — seamless CRM integration
Strong manufacturing and supply chain modules
Leverage entire Salesforce ecosystem (AppExchange, Einstein AI)
Single platform for CRM + ERP eliminates integration headaches
Requires Salesforce licences on top of Rootstock fees
Total cost can be high when combining both platforms
HR and payroll need third-party solutions
Vendor is smaller — limited global partner presence
Module Strengths
●●● Strong · ●●○ Moderate · ●○○ Basic
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Rootstock ERP
PRODUCT INFORMATION:
Vendor: Rootstock Software
Release Date: 2000
PRODUCT MARKET FIT:
251-10,000+ Employees
$50-1B+ Revenue
DEPLOYMENT:
✅ Cloud
❌ On-Premise
CUSTOMERS:
120+
Sales Order Management
The Sales Order Management module processes customer sales orders in a more streamlined, accelerated, and automated manner along with the Salesforce cloud. It converts Salesforce quotes into Rootstock sales orders for physical and non-physical items. In short, the Sales Order Management module presents engineering and shop floor journals in a single place.
- The capacity planning workbench presents the impact of each quote on the shop floor.
- Creation of complicated sales orders for different product groups.
- Automated and accurate data conversion from Salesforce quotes without manual data re-entry.
- Rootstock configurator or Salesforce configure-price-quote(CPQ) feature to come up with accurate estimates.
- Automatic creation of sales orders from Estimates.
- Flexible Pricing Books
- Ability to define unique product types that reduce manual errors.
Change Management System for Engineering
Rootstock’s cloud-based change management module for engineering offers flexible control over bills of materials, routings, drawings, costs, etc.
- Engineering BOMs can be easily created and maintained.
- Ability to manage and control engineering changes seamlessly.
- Extensive cost control features
Supply Chain Management
Managing the visibility, control, and collaboration in the supply process is very important and the Rootstock's supply chain module provides those with the following features.
- Enhanced planning of supply chain processes.
- Real-time collaboration with suppliers.
- Ability to visualize End-To-End demand & supply.
Production Planning Management
With the help of the Production planning module, Rootstock consumers can automate the production process while mitigating human errors and increasing productivity along with lower downtime.
- Advanced analytics and reporting lead the path to better guide production.
- Quality control & maintain compliance
- Improve Customer & supplier collaboration
- Gain a competitive edge with a customizable production ERP
Inventory Management System
Rootstock offers a feature-rich inventory module that gives consumers the insights to maintain a smooth production flow, reduce inventory costs, and timely customer order processing. The inventory module is designed by vastly experienced manufacturers that help users to make decisions by mitigating mistakes.
- Dependable inventory accuracy
- Reduce inventory investments
- Traceability from supplier to customer
- Real-time inventory management
Accounting
In any organization, Accounting and Finance should be centralized and rely on connected systems. Rootstock Accounting module caters to this by providing accounts receivable, payable, and general ledger in one central place to provide extremely useful real-time financial information.
- Ent-to-End(E2E) accounting management capability
- Intuitive and powerful financial reporting
- Seamless integration with operations
- Flexibility to integrate with existing accounting systems
Reporting System with 360 Business Intelligence(BI)
Rootstock’s reporting system leverages the extensive power of Salesforce to implement ERP dashboards, and monitor KPIs. It brings a real-time ERP reporting system with the following features.
- Easy-to-Build, Powerful ERP dashboards
- Streamlined ERP reporting, custom notification, and workflows using visual report builder, drag and drop workflow builder, etc.
- Data-driven business intelligence with Salesforce Einstein analytics
- Provides chatter and social collaboration tools
Customer Management
Rootstock customer management module enables 360-degree insights into sales, product details, shipping information, and customer interactions on a single efficient platform.
- Automated returns and warranty management
- Easily create service contracts for increased customer satisfaction
- 360-degree view of every customer interaction
- Integration capabilities with Salesforce field service lightning.
Pros & Cons
Pros
Rootstock CLOUD ERP brings vast amounts of benefits to the organizations in the manufacturing industry.
- Einstein AI and Analytics engine support valuable insights and predictions that can be used in decision making.
- Rootstock has been built by manufacturers to manufacturing organizations. They have exceptional knowledge & experience in the field which makes the product more fine-tuned and customer support is very satisfactory.
- Cloud & Web based solution.
- Scalable, flexible, and easy to implement.
- Supports integration with leading accounting and sales apps such as FinancialForce, Salesforce AppExchange, Alavara, and ZenCraft.
- Highly customizable including the support for customizing the views, reports, custom fields, objects, and workflows.
- Supports every functionality in manufacturing and supply chain areas.
Cons
-
Rootstock doesn’t support on-premise solutions.
-
Lacking good documentation.
-
Customizations need the help of experts.
-
The costs for Rootstock CLOUD ERP solutions have not been published online which is not helpful.
Industries
Rootstock CLOUD ERP offers a variety of solutions that are purpose-built for the manufacturing industry and address supply chain and distribution areas too. Hence, it feeds cloud-based solutions for different areas of the manufacturing industry listed in the following.
- Engineer to Order (ETO)
- AeroSpace & Defence
- Cannabusiness
- High tech & Electronics
- Medical devices
- Industrial equipment & machinery
- Project manufacturers
- Wholesale distributors
Furthermore, Rootstock ERP has more than 120 customer bases in these industry areas. Some of the popular organizations are listed in the following.
High tech & Electronics
- Ableton [ https://www.ableton.com/en/ ]
- AirTies [ http://www.airties.com/ ]
Aerospace & Defence
- Aeromatrix Composites [ https://aeromatrixcomposites.com/ ]
Medical Devices
- Burlington Medical LLC [ https://burmed.com/ ]
- MDE Instruments [ https://www.mdfinstruments.com/ ]
- Zyno Medical [ https://zynomed.com/ ]
- RS Medical [ https://www.rsmedical.com/ ]
Industrial equipment & machinery
- Equipter [ https://www.equipter.com/ ]
Cannabusiness
- NuLeaf Naturals [ https://nuleafnaturals.com/ ]
Apart from those some of the leading customers are listed in the following.
- Matouk
- Marathon
- AZX SPORT
- AAA
- ACCEDIAN
- Protech
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Solution History
Rootstock software was founded in 2008 and is known as a global cloud solution provider for the manufacturing industry. The organization’s main goal was to implement cloud ERPs on top of the world’s leading CRM solution provider Salesforce to leverage its robust features to provide high security, future-proofed ERP platform.
Since 2008, Rootstock software has served a big customer base throughout North America, Asia Pacific, and Europe regions. It is available on the Salesforce AppExchange from the beginning.
To highlight, Pat Garrehy is the founder, president, and former CEO of Rootstock software who has an extensive background as a software engineer and architect.
Deployment
Oracle E-Business Suite can be deployed on-premises or in the cloud. Oracle Cloud Infrastructure (OCI) offers many benefits, including the ability to scale up or down according to business needs, reduced licensing costs, and the ability to avoid the cost and complexity of managing an on-premises solution.
Oracle EBS offers best-in-class services across various platforms like AWS, Microsoft Azure, software as a service (SaaS), platform as a service (PaaS), and infrastructure as a service (IaaS).
Frequently Asked Questions (FAQ)
Do I need Salesforce licences to run Rootstock?
Yes. Rootstock is built natively on the Salesforce platform, so Salesforce licences sit underneath it and are billed separately from Rootstock's own per-user fee. That is the single biggest budgeting surprise on this product — model both line items together before comparing it against a standalone cloud ERP.
How much does Rootstock cost?
Rootstock starts around $150 per user per month, with typical total contract values in the $100K–$500K range depending on user count, modules and implementation scope. Remember to add the underlying Salesforce licences on top. See our Rootstock pricing breakdown for the detail.
How long does a Rootstock implementation take?
Most Rootstock implementations run 4–8 months. Companies already live on Salesforce tend to land at the shorter end, because the platform, user administration and CRM data model are already in place and the project is scoped to the ERP layer rather than to a full replatform.
Who is Rootstock actually a good fit for?
Manufacturers and distributors between roughly 50 and 1,000 employees that are already committed to Salesforce. It is strongest in manufacturing and supply chain, and it suits aerospace and defence, high-tech and electronics, medical devices, industrial equipment and project-based manufacturers. If you are not on Salesforce, the platform cost is harder to justify.
Does Rootstock handle HR and payroll?
Not meaningfully. HR and payroll run through third-party systems, so budget for a separate provider and an integration. Rootstock's strength is the manufacturing, supply chain and order-to-cash side, not workforce administration.
How does Rootstock compare to a standalone cloud ERP?
The trade is integration versus cost. Because CRM and ERP share one platform and data model, you avoid building and maintaining a CRM-to-ERP sync — a genuine saving. Against that, you pay for two platforms, and the partner ecosystem is smaller than NetSuite's or Acumatica's, which matters most when you need local implementation help.
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