e-automate review
June 26, 2025

e-automate review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with e-automate

I use it for lots of items. Billing, Invoicing to customer and leasing partners, Adding leases to upload into Salesforce for our account reps. Anything administration related. The product addresses having everything in 1 area to view.

Pros

  • Invoicing
  • Tracking of Equipment by customer
  • Showing if equipment has a service agreement
  • Contact Information for customer

Cons

  • Understanding and using freight costs automatically
  • Seeing immediately the termination completed by
  • Understanding additional classes
  • Income Statement view
  • Knowing where the month stands
I do not believe so and if so have not been trained
Very easy to see
On premise version
e-automate does a great job

Do you think e-automate delivers good value for the price?

Yes

Are you happy with e-automate's feature set?

Yes

Did e-automate live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of e-automate go as expected?

I wasn't involved with the implementation phase

Would you buy e-automate again?

Yes

Well suited for invoicing and keeping customer records. Improvement of being able to auto do some items such as freight costs. Creating records that are easily importable to other CRM systems that are compatible to be used. This has a great system to show leasing information as well as anything that is billed for the customer. It would be helpful to fully understand reports that are available and how to use. More classes to be available, specifically on an advanced side and not just basics.

Comments

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