What users are saying about

Acumatica 5.0

10 Ratings

Workbooks

Top Rated
28 Ratings

Acumatica 5.0

10 Ratings
Score 8.5 out of 101

Workbooks

Top Rated
28 Ratings
Score 8.6 out of 101

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Likelihood to Recommend

Acumatica 5.0

As I have only used it in one business I can't say too much how relevant it would be for other types of business, eg Retail or Manufacturing. It doesn't appear to be specifically set up for ecommerce.

We wholesale products and it works well for that kind of business model.
Justin Leflaive profile photo

Workbooks

Best suited in my experience to products with a set price list, although services and bespoke products can be catered for with some more work
Chris Hood profile photo

Feature Rating Comparison

Customization

Acumatica 5.0
7.0
Workbooks
7.8
API for custom integration
Acumatica 5.0
7.0
Workbooks
7.5
Custom fields
Acumatica 5.0
Workbooks
8.4
Custom objects
Acumatica 5.0
Workbooks
7.6
Scripting environment
Acumatica 5.0
Workbooks
7.5

Security

Acumatica 5.0
7.0
Workbooks
7.5
Role-based user permissions
Acumatica 5.0
7.0
Workbooks
8.0
Single sign-on capability
Acumatica 5.0
Workbooks
7.0

Reporting & Analytics

Acumatica 5.0
6.7
Workbooks
Dashboards
Acumatica 5.0
4.0
Workbooks
Standard reports
Acumatica 5.0
7.0
Workbooks
Custom reports
Acumatica 5.0
9.0
Workbooks

General Ledger and Configurable Accounting

Acumatica 5.0
8.3
Workbooks
Accounts payable
Acumatica 5.0
10.0
Workbooks
Accounts receivable
Acumatica 5.0
8.0
Workbooks
Global Financial Support
Acumatica 5.0
5.0
Workbooks
Intercompany Accounting
Acumatica 5.0
9.0
Workbooks
Journals and Reconciliations
Acumatica 5.0
10.0
Workbooks
Standardized Processes
Acumatica 5.0
8.0
Workbooks

Inventory Management

Acumatica 5.0
8.5
Workbooks
Inventory tracking
Acumatica 5.0
9.0
Workbooks
Location management
Acumatica 5.0
8.0
Workbooks

Order Management

Acumatica 5.0
9.3
Workbooks
Pricing
Acumatica 5.0
10.0
Workbooks
Order entry
Acumatica 5.0
9.0
Workbooks
Cost of goods sold
Acumatica 5.0
8.0
Workbooks
End-to-end order visibility
Acumatica 5.0
10.0
Workbooks

Subledger and Financial Process

Acumatica 5.0
6.8
Workbooks
Automated Invoice Processing
Acumatica 5.0
7.0
Workbooks
Customer Collections
Acumatica 5.0
7.0
Workbooks
Cash Management
Acumatica 5.0
7.0
Workbooks
Period Close
Acumatica 5.0
6.0
Workbooks

Sales Force Automation

Acumatica 5.0
Workbooks
7.7
Customer data management / contact management
Acumatica 5.0
Workbooks
8.5
Workflow management
Acumatica 5.0
Workbooks
8.2
Territory management
Acumatica 5.0
Workbooks
7.7
Opportunity management
Acumatica 5.0
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
Acumatica 5.0
Workbooks
6.4
Contract management
Acumatica 5.0
Workbooks
7.2
Quote & order management
Acumatica 5.0
Workbooks
7.6
Interaction tracking
Acumatica 5.0
Workbooks
6.4
Channel / partner relationship management
Acumatica 5.0
Workbooks
8.4

Customer Service & Support

Acumatica 5.0
Workbooks
6.3
Case management
Acumatica 5.0
Workbooks
6.2
Call center management
Acumatica 5.0
Workbooks
6.8
Help desk management
Acumatica 5.0
Workbooks
5.8

Marketing Automation

Acumatica 5.0
Workbooks
7.3
Lead management
Acumatica 5.0
Workbooks
8.0
Email marketing
Acumatica 5.0
Workbooks
6.6

CRM Project Management

Acumatica 5.0
Workbooks
7.5
Task management
Acumatica 5.0
Workbooks
7.8
Billing and invoicing management
Acumatica 5.0
Workbooks
6.8
Reporting
Acumatica 5.0
Workbooks
7.8

CRM Reporting & Analytics

Acumatica 5.0
Workbooks
8.6
Forecasting
Acumatica 5.0
Workbooks
8.2
Pipeline visualization
Acumatica 5.0
Workbooks
8.8
Customizable reports
Acumatica 5.0
Workbooks
8.8

Social CRM

Acumatica 5.0
Workbooks
6.6
Social data
Acumatica 5.0
Workbooks
6.0
Social engagement
Acumatica 5.0
Workbooks
7.3

Integrations with 3rd-party Software

Acumatica 5.0
Workbooks
6.8
Marketing automation
Acumatica 5.0
Workbooks
6.7
Compensation management
Acumatica 5.0
Workbooks
7.0

Platform

Acumatica 5.0
Workbooks
4.3
Mobile access
Acumatica 5.0
Workbooks
4.3

Pros

  • Generic Inquiries are a very easy way to create custom reports.
  • The automation schedules are useful, we use these for confirming of shipments, creating invoices and emailing them. Reduces workload.
  • Open for integration with other software. We find the ease of connection to MS PowerBI very useful.
Justin Leflaive profile photo
  • Order tracking
  • APIs for invoicing scripts
  • User management
Adam Grieve profile photo

Cons

  • The CRM module is very basic.
  • There is no supplier remittance function.
  • The API is basic, our ecommerce integration has had to be built nearly from scratch.
Justin Leflaive profile photo
  • We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
  • The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
  • Can sometimes be a little slow and goes down from time to time but this is fairly rare
David Carter profile photo

Likelihood to Renew

Acumatica 5.09.0
Based on 1 answer
It is very customisable and good value for money. It is also scalable for the future. The CRM and ecommerce integtration are the main downsides.
Justin Leflaive profile photo
Workbooks8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Workbooks9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman profile photo

Online Training

No score
No answers yet
No answers on this topic
Workbooks6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA profile photo

Alternatives Considered

NetSuite is much more expensive and is difficult to customise or integrate.
SAP is a more complex and powerful system, but several times more expensive to implement and run.
Justin Leflaive profile photo
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve profile photo

Return on Investment

  • Time to match customer payments has decreased by approximately 30%.
  • Time to enter sales orders has decreased by approx 10%.
  • It has enabled up to easily access our system remotely, meaning we are able to be more flexible in our work.
Justin Leflaive profile photo
  • I can only compare where we were before we had Workbooks and we really lacked automation which meant that we were spending valuable time doing things that could have been automated.
Dianne Moralee profile photo

Screenshots

Pricing Details

Acumatica 5.0

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Acumatica 5.0 Editions & Modules
Acumatica 5.0
Additional Pricing Details

Workbooks

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Workbooks Editions & Modules
Workbooks
Edition
Workbooks CRM Edition
$301
Workbooks Business Edition
$701
1. per user/per month
Additional Pricing Details