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e-automate

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93 Reviews and Ratings

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What is e-automate?

ECI Software Solutions offers e-automate, an ERP for office technology companies to automate business workflows and increase contract profitability.

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Categories & Use Cases

Media

Screenshot of an item search, in e-automate

Screenshot of an item search, in e-automate

Who Buys & Uses e-automate

e-automate Reviews

What users are saying about e-automate.
View all e-automate reviews

Pros

  • Comprehensive service call management, including tracking and dispatching
  • Streamlined sales order processing from quotes to orders
  • Robust inventory and parts tracking capabilities

Cons

  • Outdated and unintuitive user interface
  • Clunky core functionalities, such as purchase order linking and bulk data uploads
  • Difficulties with data integration, particularly consolidating cost data

e-automate is a business game changer for the better!

Incentivized
Desiree H
Administrator in Corporate at Compare Business Systems (11-50 employees)

Use Cases and Deployment Scope

We use automation in our business for all departments, from billing to dispatching to inventory and order processing. EAutomate has helped streamline our business in so many ways. For us, the most helpful feature has been the billing. Its ability to integrate with KFS and other meter reading services and even leasing companies has drastically streamlined our processes. The automatic payments that can be accepted through Net1 through Eautomate have benefited us and our customers. Eautomate has been a game changer in the most positive way for us and our customers.

Pros

  • Billing
  • Dispatching
  • Order Processing.

Cons

  • Can do same thing different ways so can be confusing.
  • Customer service.
  • Only have one window open at a time.

Return on Investment

  • Reduced manual work.
  • Efficiency
  • Record Keeping.

Alternatives Considered

Sales Force Optimization

Other Software Used

Pipedrive, Kyocera Document Solutions ECM / CSP solutions

MFP provider review of e-automate

Incentivized
Verified User
Manager in Customer Service (11-50 employees)

Use Cases and Deployment Scope

We use e-automate to manage our inventory and fleet, automate our billing, and oversee service tickets. It's a big help with having an overview of our MFP fleet and the consumable stock for certain models. We only use the basics for it at the moment (i.e. A/R, A/P, Inventory, Equipment, and Billing).

Pros

  • Provides a cloud solution
  • Seamless RDP app
  • Good invoicing path

Cons

  • Aging UI design
  • Lacking features for inventory management
  • No easy access to API for custom apps

Return on Investment

  • Great for overviews, saves a lot of time gathering details such as monthly volumes, total meter reads, etc.
  • Lacks in clarity for A/R, makes some receivables work more difficult than needed.
  • Reduces the amount of manual work that has to go into meter readings for billing

E-Automate.

Incentivized
Verified User
Administrative Assistant in Finance and Accounting (11-50 employees)

Use Cases and Deployment Scope

I love utilizing E-Automate. The program has various functions that help complete all of our necessary administration work. I admire how I can navigate the system and use different functions that make my job easier. I would recommend this to a lot of people.

Pros

  • Sales orders.
  • Billing
  • Accounting
  • Service

Cons

  • Has records of all previous equipment in recent contracts.
  • Has records of payments made through the portal.

Return on Investment

  • Easier warehouse inventory tracking.
  • Easier sales orders generated.
  • Processing payments.

Five Star

Incentivized
Verified User
Employee in Customer Service (11-50 employees)

Use Cases and Deployment Scope

EA helps us manage Service calls, Invoices, Inventory and much more.
Definitely helps us if our inventory is off, we can run a report and helps us fix the problems. Such as if we can an issue with Toner. We can go back to see when it became a problem and fix the inventory before posting.

Pros

  • Invoices
  • Service Invoices
  • Customer Information

Cons

  • More User Friendly
  • Being able to look a service call while someone if in a service call

Return on Investment

  • Helps Our Company with numbers
  • Pulling up reports financially is great for the company

Why your company will benefit from e-automate

Incentivized
Tracy Novack
Administration in Corporate at Interactive Office Systems (1-10 employees)

Use Cases and Deployment Scope

We are a Sharp Business Equipment dealer, we use e-automate for everything in our business. I like it because it's all inclusive - AP, AR, Inventory, Contracts, Service, Payroll, Purchasing, Sales, Leases, Reports and more. I have been using e-automate for about 20 years now and find myself always learning new things that it can do. I like that I don't have to use multiple programs to function and that everything is within this program. Using e-automate has pretty much resolved any issues we had with running our business, it really does automate it.

Pros

  • Dispatching Technicians to Service calls.
  • Invoicing Service Contracts.
  • It offers a wide variety of reports.
  • I like the way I can create a sales order and right click and instantly create a purchase order for that sales order, and the process continues when I clear the PO, it releases the items on the Sales order for shipment.
  • Keeping track of Equipment has never been easier.

Cons

  • Over the years of using e-automate, the one thing I have been waiting for is a contract that allows a block of black and a block of color on the same contract - the work around is of course 2 contracts for this customer, which can be confusing, but after 20 years of doing it, its a pretty natural process.
  • I would like to be able to customize a little more on my own instead of having to ask (and pay) to have the customizations done.
  • The sales tax reports print out a little confusing for accountants, I have to manually add things for them so they don't misfile our sales tax reports.

Return on Investment

  • e-automate has helped us make a HUGE difference in our profit margin with service contracts, it also allows us to see what contracts are not profitable and take action to fix this.
  • It has also helped us see just how much inventory goes to each customer and we have curbed the overstocking of supplies to customers that constantly request things they do not really need.
  • Again with the service contracts - we have it set up to send us reports on those that are expiring by copies and/or date. These were often overlooked.

Alternatives Considered

QuickBooks Desktop Enterprise

Other Software Used

Microsoft 365, Adobe Acrobat, Printanista