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Product Comparison

See how BizAutomation.com compares to leading point packages, as well as other CRM and all-in-one business management services.
   
 

CRM & ERP Software Comparison Matrix

BizAutomation
On-Demand

Netsuite

SalesForce 

MS Dynamics
CRM

QuickBooks
Online

General Features / Technology & Pricing Considerations

Available as a Subscription based  service aka Software as a service (SaaS)

Available as a licensed product you can install on your own network server - Ability to start On-Demand and transition to On-Premise if and when needed.    

Database Technology

SQL Server

Oracle

Oracle

SQL Server

Proprietary

Front-end platform

Web (.NET)

Web (JAVA)

Web (JAVA)

Web (.NET)

Desktop or (Web for Basic ver.)

Manage Records by Custom Relationships & Sub-Relationships

       

Group Records into Hierarchical tiers (Parent Company, Subsidiary, etc..)

       
Fixed SaaS Pricing policy - Promises never to raise monthly subscription user prices or break our service into multiple core versions charging separately for each (limits on storage limit tiers, processing intensive features such as e-mail marketing, partner add-ons, and inflation adjustments non-withstanding). Yes our price is guaranteed not to change for the life of your subscription, other than to keep up with inflation as per the consumer price index (CPI) No guarantees.  Prices subject to change (Google online blogs for your own historical reference). No guarantee, but prices have held steady over several years. n/a n/a
Typical full user monthly subscription price $49* $265* $65/$125*

varies

$34
Typical partial user monthly subscription price $25* ? ? ? ?
Typical time & expense only monthly subscription price $9* ? ? ? ?
Additional membership costs per company above and beyond subscription and one time up-front implementation costs. $0* $6,000 per yr* ??

varies

n/a
Implementation flexibility - Some businesses need more flexibility than others. For example, assume you have an in-house app that does exactly what you need for your vertical, and need it to integrate with your online business management system. Or need a code enhancement, or integration with an external data feed. The possibilities are endless, and only limited by the platform you implement. Very Flexible & open to some source code enhancements Very Flexible, but NOT open to source code enhancements Very Flexible. NOT open to source code enhancements Very Flexible. NOT open to source code enhancements Not Very Flexible
* These are approximate estimates and can vary by provider depending on number of subscribers, duration of commitment, and other deal specific terms.

Sales Force Automation

Account, Contact, and Opportunity Management

 
TRUE 360° view of Customer and Contacts ? ? ?  

Activity Management with Reminders (Tasks, Events, Calendar)

 

Pre-event auto-reminder to parties you're calling or meeting with

       

Create Action Item Templates for automating follow-up activities

       

See employee availability based on teams

       

Customizable Quote Generation with in-depth price management

 

 

Create Sales Orders / Invoices from Purchase Orders & Visa Versa

     

Business Process Automation (BPA) - Design and run automated sales processes for all your different types of sales opportunities. Set triggers that automate schedules of action items you can pre-assign to employees.

(scripting required)

(scripting required) (scripting required)  
Sales Opportunity Management  
Commissions Calculations (based on amounts paid)        

Real-time Sales related Alerts

 

Marketing Features

Online Campaign Management & Analytics - Business Intelligence (BI) dashboard for online campaigns such as Google Adwords, SEO campaigns, email marketing, etc.... Track leads, prospects, and accounts generated per campaign. Calculate income by campaign per month, ROIs. Track top keywords from organic searches, with source URLs such as Google search, etc...

Requires SiteAnalytics a $299 per month extra

 
Offline Campaign Management & Analytics- Business Intelligence (BI) dashboard for offline campaigns such as trade shows, telemarketing, print advertising, direct mail, etc.. Track leads, prospects, and accounts generated per campaign. Calculate income by campaign per month, ROIs, etc..  

Web to Lead Capture with Routing Rules

 

Email Broadcast with mail merge & group templates

Free to Extra$$ depending on volume usage /mo

Extra $$

Extra $$

?

 

Drip Campaigns & Auto-Responder - Create Email / Action item templates, schedule a series of "events" to profiled contacts (e.g. On day 1 mass mail group msgs, on 2 assign sales people that own those leads follow-up action items, etc..)

       

Marketing Budget Center

       

Web Analytics to see Lead & Customer activity on your web site

     
Web Analytics - Track where leads came from (e.g. Google search term, etc..), and what pages on your web site they visited on your web site.      

Online Survey Management with workflow automation

       

Customer Service & Support

Case Management

 

Online Case Capture

 

Knowledge Base

 

Email to Case

       

Email History for Cases

       

Add Billable / Non-billable Time & Expense from Cases to Invoices

       

Assign Contracts to Cases & show balances (time, incident, or days left)

       

Share Cases with Customers & Partners

   

Blog between employees and customers (via the portal) within a Case

       

Project & Fulfillment Management

Milestone & Stage based process creation with Stage Alerts

Requires Advanced Project add-on for $399 per month and may require SuiteFlex programming

 

     

Add Billable Time & Expense from Projects to Invoices & P.O.s

     

Full correspondence history - Including emails, notes, & action items.

     

Share Projects with Customers & Partners via a Portal

   
Business Process Automation (BPA) - Design and run automated project processes for all your different types of projects. Set triggers that automate schedules of action items you can pre-assign to employees.      
Report all items associated within a project including - Bill of materials (BOM), billable  / NB time, sales orders / invoices, purchase orders', and contract criteria such as time and amounts budgeted.      
Project Costing / Expense / Income Reporting - With list of accounting ledgers impacted that reveal exact income and expense transactions, including billable time, and employee cost impact.      
Sub-Contractor & Partner Management - Enable your sub-contractors and partners to approve documents, work 3rd party project tasks, enter time & expense, and even create P.O.s on your behalf against projects your both collaborating on. Extra$$      

Associate Sub-contractors & Partners with appropriate roles

     

Inventory,  Order Management, & Shipping

Support for all item types (Inventory-Item, Non-inventory Item, Service, Matrix Item, Kits, and Assemblies)      
Ability to drop-ship while creating an order.      
Create P.O. from Invoice and visa versa.      
Order Workflow Automation - For all item types (Just in time, drop-ship, and inventory) where P.O. creation is automated depending on how items are added to Sales Orders and Invoices (automatically generating a daily queue of P.O.s which can be sent out to vendors in a single batch). Invoice & P.O. amount threshold approval requirements to key personal. (Requires custom programming using "SuiteFlex")      

Qty On-Hand, On-Order, Re-Order Point, & On-Allocation Levels

   

Price Management by Customer tier (e.g. Retailer, Wholesaler, Distributor), Volume discount, and Temporary discount

   

Limited

Serialized Items (with unique attributes / description) Ability to search for deals based on Serial # of item purchased (Handy way of determining if a product is under warrantee)

Advanced Inventory version ($299 per month))

 

 

 

   

?

Product Matrix Options / Accessories & Attributes - With unique price set for each unique attribute configuration.

     
Item Assemblies - Assemble items into a collection that makes up an item.      

Item Kits - Create kit templates made up of child items, then configure template from order entry. When sales is made, collection inventory is updated.

     

Multiple Warehouse Locations

     
Multiple level items (items that are themselves made up of items made up of other items, etc...with price roll-up for all items in the hierarchy).     Enterprise

Item Images - Thumbnail and full images

     

COGS

   

Sales / Purchase Fulfillment & Back-Order Mgt - When a Sales Order is placed Biz instantly creates the shipping / fulfillment queue where you can create pick lists to pick, pack, and ship. If there's insufficient qty on hand you can invoice & ship a partial qty. Biz automatically places the remainder on back order (BO) creating a procurement queue (along with items that have reached the reorder point). When items within the purchase queue are ordered, they are are then listed within the receiving queue. As items are shipped and received Biz automatically adjusts your inventory across all warehouses.

>1 warehouse requires Advanced Inventory version ($299 per month)

     
Shipping - Support for FedEx, USPS, and UPS (beta), including shipping option presentation (standard, over night, etc...) amount calculations from items selected, issuance of the tracking number, and creation of shipping labels, all neatly integrated into order management and invoicing.      
Asset Tracking -  Track customer assets by location. Create an unlimited number of locations, and custom fields all of which can be tracked as a view of the organization record. ^ free add-on ?      
RMAs - Returns Management with the ability to print checks to customers for amounts returned, and ability to realize financial impact in accounting. Issue credit memos, RMA documents (so your customer can affix to their return)     (Enterprise version)

Multiple Units of Measure

   

Employee Management (H.R.)

Time Sheet Entry (Billable & Non-billable time)

Requires Incentive Mgt add on - $299 per month

 

 

 

     

Set Salary and Commission Percentages (Owner, Assignee, Role based) where amounts paid against invoices calculate commission % due.

     

Leave request & approvals, with rules based accrued leave time balance calculations.

     

Employee Profile Center with Gross Payroll

   

E-Commerce & Order Entry

Built-In Shopping Cart  - Product Shopping Cart Catalog with Product Matrix support, Temporary, Volume, & Relationship based pricing tiers which change dynamically, Show inventory levels, Set "Bill Me" options, show remaining credit / balance to customers, Price Rules, Custom Tax Settings, Multi-location selection, Drop-Ship. Integrated with the Portal.

$49 per month (free during 2010)

$299 per additional domain per month

     
Customer Portal - Embed the customer portal into your E-Commerce front end. ?      
Multi-Site/Brand/Domain Capable (beta) - Create multiple carts each with it's own unique design, configuration of categories, products, and Brand. $49 per additional domain per month $299 per additional domain per month      
SEO Compliant - We host based on your sub-domain, not ours (e.g. products.yourcompany.com) so Google index bots credit your domain.      
Favorites (beta) - Repeat buyers often need the same thing over and over again, particularly in B2B environments. Favorites lets them speed up orders by picking items from past orders in one fell swoop without having to navigate through categories all over.        
Skinning, & Template Support - Design your own, or support for 3rd party theme. (Site builder - add $299 / mo)      
^Simple RESTful API to connect to your own E-Commerce / CM system - Use best of breed SEO enabled ecommerce technology providers such as OS Commerce, 3D Cart, Cularis, Zen Cart, Magento, and many others. Take advantage of the best the industry has to offer without having to compromise between functionality and dual database management by seamlessly flowing orders from front end to back using rich, dynamic web service API integration.   Enterprise & Ultimate versions only
Rapid Sales Order Entry - Quick customer order entry & payment processing, with support for net billing terms. Can be customized to auto-create Invoice, Estimates, etc.. ?      
EDI (Electronic Data Interchange) Extra$$        

Messaging & Collaboration

Compose Emails Natively & Email Templates (with spell-check and full editing)

     
Complete Outlook style email web client with calendaring        

Automatically capture Customer inbound/outbound email history.

 

 

Create Project or Case from Email record

       

Add scheduled calls and tasks to calendar

   

 
Integrated with all the popular email servers for all inbound / outbound messaging acivities (e.g. MS Exchange, Gmail / Google Apps,Yahoo, etc..)        
View email inbox / sent items, and all email interaction between your customers / contacts and your employees right from the customer or contact record detail. (Outlook plug-in required) (Outlook plug-in required)    

Document / Proposal Management, & Contract Management

Upload any document throughout the suite

 
Auto-Define Document Category Tree        

Set document approval workflow rules

       

Assign Hours, Incidents, and/or Days to Contracts

   

 
Track Assets within a Contract        
Document Workflow - Allowing for amount to be applied to Invoices and Purchase Orders, requiring key personal to approve or decline document. Requires custom programming using SuiteFlex      

Expose contract details through Cases and Projects

       

Financials & Accounting

General Ledger (GL), Customizable Chart of Accounts (COA), Journal

   

Ease of use (similar to QuickBooks)

     

Accounts Receivables (AR) & Accounts Payables (AP)

   

Budget / Cost Center

* Free add-on

   

Deferred Income / Revenue Recognition      

Fixed Assets

   

COGS (Based on Average Costing)

   

Invoicing / Sales Orders & Purchase Orders

   

Recurring transactions - Apply a schedule (e.g."1st of ea. month") against Sales Orders, Purchase Orders, or partial Invoices (e.g. If a Sales Order is 1,200 and you want to recur an invoice ea. month in the amt of 100 for 12 mo. - within the same sales order)

   

Partially

Scheduler for creating Recurring Transactions

   

Bank Reconciliation

   

Key financial reports - Balance Sheet & Profit Loss Statement (all with drill down)

   

Set tax % or Integrate with Tax Calculation Web Service

   

Bill & P.O. Creation on the fly ?      

Check Writer - Use your check template to print out checks for payments due.

   

Multi-Entity - If your company has branches or subsidiaries locally or across the globe, or if you're a franchisor, you stand to benefit greatly from multi-entity mgt. which enables you to manage things like multi-company accounting, inventory roll-ups, off-set accounts for inter-company transactions, etc.... *OmniBiz  One-World  ($2,000 / mo)      
Multi-Currency - Create transactions in any number of currencies, with full support for offset gains and expenses due to currency fluxuations. Automatically update your currencies daily if you like. Combine with Multi-Company and seamlessly run your Multi-National from a single consolidated super-suite.          
EDI - Electronic Data Interchange - Leverage existing Invoice, P.O.s, etc.. for EDI trading via X12 / AS2 (web over http) Extra$$ 3rd Party      

Landed / Embedded Cost Configuration - Importing product requires support for accounting of external costs such as air and ocean freight, duty, taxes, etc... including cost center distribution across estimates, proposals, and invoices.

     

Reporting

Report Dashboard - Based on customer report wizards which enable portlet customizations. ?  

Custom Reporting Engine and Predefined Reports

 

Customization

Customer User Access Permissions - Set groups, give rights to groups (which can include who can access what, and how), and users inherit those rights.  
Custom columns and filter defaults for initial lists (When you click the main tab such as contacts or accounts, each user can customize the columns and filters that display, not just for all lists but for each individual category of lists) ? ? ?  

Custom Field Wizard with various field types (Drop-down list box, Text box, Check box, Date control, Hyperlinks, Text area.)

 

Custom Search Results Page by employee groups

       

Custom Invoices, Purchase Orders, and Proposals

     

Customize Tabs (add new tab, hide by group, re-label, change location)

 

   

Customize Page Layout (Number of columns, labels, location on page)

 

Integrate External Application via custom smart tabs (i.e. invoke contact or company ID in link)

   
Custom report wizard with report scheduler integrated with customizable dashboard        

Customize Registration Forms (Surveys, E-commerce, Web Leads, etc..)

 

Enable custom fields to appear based on relationship affiliation

       
RESTful Web Service API - Integrate with best of breed front end systems. Also enables you to build your own custom web forms, which feed data (i.e customer/contact records, leads, etc...) back to the system for auto-updates, etc... ^ Extra $$ Only with Enterprise / Ultimate versions ?
Integration with Amazon.com, Ebay, and Buy.com - All your orders across all the most popular store outlets now flow into one system that manages your ENTIRE business. Extra $$ Extra $$      
Multi-Lingual English only for now

Other Features

Customer Portal - Exposes customer specific information to customers via secure and private login account for customers.

Extra $$

Extra $$

   

Share Documents, Invoices, and P.O.s with customers and partners

   
Multi-Currency ?      
Multi-Entity - (see Financials & Accounting section) *OmniBiz  One-World  ($2,000 / mo)     (some versions)

Share Opportunities, Leads, Prospects & Accounts with partners

   

Allow partners to share / create records with you

   

Allow partners to make quarterly forecasts through the portal

   

Assign stages within Projects to partners (e.g. sub-contractors)

       

Link custom tabs to relevant content relative to group partner belongs to

   
BizAutomation.com does not charge extra for the Customer portal which is a self-service center that also lets you share related data such as projects, cases etc... with your customers, but we do charge for Partner Portal access, which essentially lets you manage sub-contractors, and other partners while sharing 3rd party records / data. All other companies shown here with these features charge for both.
*Included (free) with 21 users (min of 3 users per company) / ^Minimum of 5 users

BizAutomation.com On-Demand and BizAutomation.com CRM + On-Premise

CRM - Customer Relationship Management .. ERP – Inventory, Purchasing .. Fulfillment / Project- Management .. H.R. –Time Sheets, Expense, Leave..
E-commerce & Order Entry .. Survey Management … PRM - Partner Relationship Management .. Contract & Document Management ..
Financials – Invoicing, P.O.s .. Enterprise Portal – Extranet .. Customer Web Traffic Analytics .. BRM Business Relationship Management ..
Contact Management Software Outlook CRM Integration Customization Customer Tracking / Web Analytics

Aug 21st 2006 BizAutomation business management software and online survey software / survey management software. It also includes many other features such as the customer CRM portal, and Enterprise Portal. Whether you're using Outlook or Outlook Web Access to manage your web based CRM

 

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