How e-automate works for me
Updated January 07, 2025

How e-automate works for me

Lori Miller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with e-automate

We use e-automate for sales, purchasing, inventory, control, equipment tracking, accounts payable, general ledger, e-agent. We try to use e-automate to its full potential. Are we there yet? No but hope to get there. We currently have copier, Managed IT, phone and fiber internet divisions

Pros

  • Equipment setup and history tracking
  • Customer Setup
  • Service Tickets and tracking
  • Cycle Counts / Inventory tracking
  • Interface with financial institute for auto apply of payments

Cons

  • Reporting
  • Contracts
  • Inventory
  • Accounts payable
  • Accounts receivable
  • We have been able to locate inventory issues that have reduced our cogs
  • Found contract issues in IT where we were not billing customers for all services provided
  • Streamlined work loads and reduced unnecessary/overlapping software subscriptions
Contracts are new to me but so far i have had issues with billing and contract terminations. I am hoping the classes here will shed some lite on the issues i am having
It is greatly benefitial. Being able to find all information on one software simplfies the work

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

Yes

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

No

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

e-automate has some features that are easy for new users to follow but when you get into the meat of the software it becomes clunky and you have areas that should integrate seemlessly but do not. You have to exit programs to find information instead of being able to access it from the one you are in. This causes the user to have to open multiple sessions if the dont want to exit because not all areas allow you to save work in progress like ap invoice entry for an example

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