Rootstock vs Realtrac

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Our analysts compared Rootstock vs Realtrac based on data from our 400+ point analysis of Manufacturing Software, user reviews and our own crowdsourced data from our free software selection platform.

Rootstock Software Tool
Realtrac Software Tool

Product Basics

Rootstock Manufacturing ERP is a cloud-based platform that combines finances, supply chain, distribution, production and customer relationship management into one centralized platform built on Salesforce. Through this connectivity, it can automate tasks, improve productivity and reduce human error. It’s highly configurable and allows users to gain insights based on unique business requirements.

Notable features include capabilities for engineer-to-order (ETO), configure-to-order (CTO) and project-based manufacturing to manage complex projects and outsourced production. The 360-degree customer data view improves collaboration between sales and operations teams for a smoother quote-to-cash process.

It’s mobile-friendly and available for deployment in the cloud, making it highly accessible to a range of users. It’s suitable for businesses of varying sizes and industries.

To learn more about Rootstock, visit their company profile.

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Realtrac is a manufacturing ERP program with real-time analytics that assists facilities in monitoring jobs, labors, vendors and customers. Its real-time analyses also provide users with existing and historical statuses of their company to formulate knowledgable decisions for complete return on investment and enhanced profitability.

Scheduling, purchasing and inventories, accounting integration, reports and shop management are some of its quintessential tools.

Pros
  • Intuitive interface
  • Comprehensive features
  • Strong inventory management
  • Customizable reporting
  • Dedicated support team
Cons
  • Steeper learning curve
  • Limited mobile app functionality
  • Occasional performance issues
  • Costly for smaller shops
  • Limited integrations
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$200/User, Monthly
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$79 Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Architectural Fabrication
BACA SYSTEMS
DEMOUNTABLECONCEPTS
Fike
GIRTZ
Handsfee Group
PRO-TECH
SPR Therapeutics
Star Milling Co
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Product Assistance

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In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
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FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Adjust and Scale: Configure the system as business needs change or grow. Add new modules, alter dashboards to show relevant insights and define elements such as warranties to meet company goals.
  • Connect Business Workflows: Connect various business workflows in a centralized location. Improve forecasting accuracy, order processing and inventory levels across networks with connected workflows and integrated supply chain apps.
  • Access Data From Anywhere: Monitor workflows and dashboards from any location and device with cloud access.
  • Work Smarter and Faster: Use advanced analytics and artificial intelligence to uncover patterns, bottlenecks and business trends. Get best practices and courses of action recommendations.
  • Improve Operational Agility: Streamline workflows and automate management tools to improve operational agility and adapt to dynamic customer needs and business challenges. Uncover new opportunities and markets and deliver products faster.
  • Stay Connected: Strengthen supplier relationships, minimize stockouts and ensure consistent materials flow with access to centralized databases. Enable uninterrupted production by letting users stay connected with people across departments.
  • Gain a 360-Degree View: Gain complete visibility of end-to-end business processes and customer interactions. Empower informed decisions with access to customer, inventory, production and financial data in a single platform. Ensure transparent communication between vendors’ suppliers, manufacturers, distributors and customers. View real-time inventory metrics based on location, serial number and lot number.
  • Focus on Manufacturers: Use features specifically designed for unique manufacturing needs. Simplify complex workflows, from engineer-to-order processes to supply chains and inventory levels.
  • Customize Dashboards: Create personalized dashboards for any role within the organization, from CEO to salesperson. Let users identify trends, opportunities and potential threats at a glance. Drill down and analyze specific KPIs with a single click to make more effective decisions.
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  • User-Friendly: Anyone from managers and employees to the HR department can utilize all of Realtrac's tracking features with ease. 
  • In-Depth Searches: Realtrac allows users to easily find their parts in the search bar by inputting description, part or drawing number, customer name and more. 
  • Up-to-Date Costing Calculations: Realtrac's job costing constantly refreshes to display the exact labor costs as they arise along with material, subcontractor and other external expenses as they are inputted in the bill screen. Users can review accrued unit costs and hours for any functioning or closed projects. It ciphers every cost based on the existing quantity of pieces finished as exhibited on the router.  
  • Immediately Rectify Issues: Users receive real-time insights into their productivity so they can swiftly catch and rectify errors or issues that appear. 
  • Thorough Costing Reports: Users can initiate the job costing component to create elaborate job cost reports that provide ISO audit trails of operation performance by machine, employee date, time, piece counts and cost-effectiveness. Users can view an instant summary of up-to-date costs and profitability for a particular task, enabling them to pinpoint inefficiencies and construct enhancements in production.  
  • Collect Critical Insights: Employees can effortlessly log in and out of the data collection accessory and chronicle time as activities as they accrue on the shop floor with bar-code scanning or touch-screen data entry on PCs or tablets. The shop floor client element offers paperless methods for users to record operations, tasks and work scheduling data. Users can efficiently increase information to the spec line of a task for necessary feedback.  
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  • Core Financials: Control all financial operations with fully supported out-of-the-box features like bank account reconciliation, general ledger management, invoicing, budget creation, project accounting and financial audit management.
  • Procurement Management: Rely on a vendor master record for quick access to vendor details and track billing with three-way matching. Create and submit purchase requests and RFQs, and track them with filters like user requests, due dates, status and more. View discrepancies and choose to override, write off and process approvals using standard approval flows.
  • Manufacturing: Manage vital functions like creating and revising single and multi-level bills of materials (BOM). Create and route jobs manually or automatically with the required information. Create, store and retrieve dispatch lists detailing each job, priority, location, order number and job status.
  • Inventory Management: Access a master inventory list for all inventory-related settings. Review and adjust transactions to either increase or decrease the existing inventory of an item in a specific stock location ID/number. Manage stock reservation and replenishment with ease. Build and disassemble kits for sale and work orders.
  • Warehouse Management: Enable multi-warehouse, multi-location planning and fulfillment with the distribution requirements planning (DRP) module. Receive advanced shipping notices (ASN) for outbound EDI 856 transactions. Enable labor planning and scheduling based on labor standards, work center resources and calendars. Determine resource availability and identify overload conditions.
  • Order Management: Create purchase orders for dropshipping by including and adjusting the ship-to addresses. Get automatic estimates and convert quotes from Salesforce into the system to create orders for stock items, kits, configured products and non-physical items. Access sales order history and allow users to split order invoices into two batches.
  • Project Management: Define various projects with the project workbench tool. Capture active projects as revenues or costs, and get real-time snapshots of project data. Use project charge codes to label various ad hoc activities and job codes for pre-defined actions.
  • Analytics and Reporting: Leverage the Salesforce Data Loader to export data into CSV files. Create standard reports on account payables and receivables, cycle counts and more with multiple reporting formats. Access dashboards to review financial and operational metrics.
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  • Generate Quotes and Estimates: Realtrac's quoting tool enables users to expeditiously develop new jobs from estimates, quote several items in one estimate and swiftly pinpoint and copy previous estimates. Users can also evaluate estimates with summary reports to make improvements and print quotes for 10 quantities of an item.  
  • Develop and Seek Job Orders: Users can employ the job order accessory to input new jobs, revise current jobs and allocate shipment schedules for jobs with several send times. This module also enables users to find jobs by part, description or drawing number, customer code, a purchase order (PO), reference or job number and copy orders for a reference in generating new shop orders.  
  • Handle Several Manufacturing Orders Realtrac is also equipped with a distinct sales order tool that can be employed to handle several manufacturing orders to be billed as one invoice or invoices that require extensive descriptions. The sales order feature is ciphered by the system in reference to the estimated time, shop capacity and due date. When parts are completed and delivered, the job part inventory promptly updates. 
  • Effortless Job Routing: The customizable job routing tool permits users to track any procedure they want to track as well as the forecasted time in hours and minutes. Actual times are automatically updated in Realtrac's information collection system. This feature also has an infinite quantity of lines with descriptive information called specs or users can pick a printed router with specs in one extensive document.  
  • Attach Crucial Information to Routings: Users can link pictures and documents to each line of the job route, including computer-aided design (CAD) files, for particular procedures thanks to the routing tool. Users can also activate certain scheduling options for particular manufacturing tasks. This tool can aid users in catching production bottlenecks by monitoring all elements in every manufacturing phase so they can relay precise information to customers.  
  • Manage Shop Floor Proceedings: The shop floor control accessory showcases all jobs and the machines being used to implement those jobs. Users can review the drawing and operation numbers, predicted and authentic numbers, run statuses, employees and their login times. The module instantly updates and enables users to revise work sessions. Also, the active job status screen exhibits the statuses of every active operation on Realtrac. 
  • Stay on Top of Production Time: Users can initiate the shop floor control tool to swiftly assess a job's precise location, if it's ahead or behind production schedule and the estimated, actual or leftover hours. This component permits users to recover particular jobs and draft personalized work-in-progress reports. Users can review, shift or add work sessions into the solution to formulate accurate job costings, employee efficiencies, load hours and part counts and filter this data by machine, job, operation or employee to pinpoint problem areas.  
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Product Ranking

#42

among all
Manufacturing Software

#82

among all
Manufacturing Software

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User Sentiment Summary

Great User Sentiment 63 reviews
Great User Sentiment 48 reviews
81%
of users recommend this product

Rootstock has a 'great' User Satisfaction Rating of 81% when considering 63 user reviews from 3 recognized software review sites.

80%
of users recommend this product

Realtrac has a 'great' User Satisfaction Rating of 80% when considering 48 user reviews from 3 recognized software review sites.

3.8 (43)
n/a
4.6 (11)
4.0 (1)
n/a
4.0 (1)
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4.0 (46)
4.6 (9)
n/a

Synopsis of User Ratings and Reviews

Adaptable to Specific Needs: Rootstock Manufacturing ERP provides a high degree of configurability, allowing users to tailor the system to their specific manufacturing processes and requirements. This adaptability ensures a close fit with existing workflows and reduces the need for extensive customizations.
Real-Time Visibility: Rootstock Manufacturing ERP offers real-time visibility into inventory levels, production schedules and shop floor activities. This real-time data empowers informed decision-making, optimized production processes and quick responses to changing conditions.
Salesforce Integration: Rootstock's seamless Salesforce integration provides a unified platform for managing front and back-office operations. This integration streamlines data flow, enhances department collaboration, and provides a comprehensive view of customer interactions and manufacturing processes.
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Streamlined Inventory: Track stock levels, automate reorders, and prevent stockouts.
Actionable Insights: Gain data-driven insights into sales trends, customer behavior, and profitability.
Boost Efficiency: Automate tasks, streamline workflows, and save time on daily operations.
Enhanced Customer Service: Improve customer satisfaction with faster order processing and better communication.
Grow with Confidence: Securely scale your business with a reliable platform that adapts to your needs.
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Limited Functionality: Rootstock's capabilities may not be sufficient for complex manufacturing processes, especially those involving engineer-to-order or configure-to-order scenarios. The platform may require additional customization or integration with other software to meet specific needs.
Usability Challenges: The user interface can be complex and difficult to navigate, particularly for users unfamiliar with Salesforce or ERP systems. This can lead to a steep learning curve and require additional training for effective use.
Implementation Complexity: Implementing Rootstock can be a time-consuming and resource-intensive process, often requiring significant IT support and expertise. The complexity of integration with existing systems and data migration can further extend implementation timelines.
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Steeper Learning Curve: Requires more training and onboarding for new users.
Limited Mobile App Functionality: Lacks some features compared to the desktop version.
Occasional Performance Issues: Users report occasional lag or slowdowns.
Costly for Smaller Shops: May be too expensive for shops with limited budgets.
Limited Integrations: Doesn't integrate with all popular business tools.
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Rootstock Manufacturing ERP garnered a mixed bag of user reviews over the past year. Its strengths lie in its robust functionality and seamless integration with Salesforce, making it a top choice for existing Salesforce users.Users particularly appreciate the platform's flexibility and customizability, allowing them to tailor the software to their needs and workflows. However, Rootstock's complexity can also be a double-edged sword, as some users find the interface overwhelming and the learning curve steep. Additionally, implementation can be time-consuming and require significant resources, especially for larger organizations with complex processes.Compared to similar ERP solutions like SAP and Oracle NetSuite, Rootstock Manufacturing ERP stands out with its native Salesforce integration and industry-specific focus on manufacturing. This tight integration streamlines data flow, improves visibility and eliminates the need for costly and complex middleware. While SAP and Oracle NetSuite offer broader functions, Rootstock's manufacturing-specific features are ideal for businesses in this sector.In conclusion, Rootstock Manufacturing ERP is suitable for mid-sized to large manufacturing companies already in the Salesforce ecosystem. However, businesses must prepare to invest time and resources into implementation and training to make the best of this robust platform. Smaller companies or those without Salesforce may find other ERP systems easier to use and implement.

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Realtrac user reviews present a mixed bag. Proponents praise its comprehensive features, calling it a "one-stop shop" for streamlining shop management. Its robust inventory tracking and data-driven insights resonate with users, with one reviewer stating, "I finally feel like I'm in control of my stock levels and can forecast demand accurately." The customizable reporting is also a hit, allowing users to tailor data to their specific needs. Notably, Realtrac is commended for its dedicated support team, described as "responsive and knowledgeable" by a satisfied customer. However, Realtrac comes with its hurdles. Critics mention a steeper learning curve compared to competitors like ShopSite, requiring more training and onboarding. The mobile app functionality suffers in comparison to the desktop version, leaving some users feeling tethered to their desks. Performance issues, like occasional lag and slowdowns, also mar the experience. Additionally, Realtrac's cost can be prohibitive for smaller shops, leading some to say it's "better suited for larger operations." Finally, the limited integrations with popular business tools like QuickBooks are a pain point for many users who crave a seamlessly connected workflow. Overall, Realtrac shines for its comprehensive features and dedicated support, but its steeper learning curve, mobile app limitations, and hefty price tag might sway smaller shops towards more user-friendly and budget-conscious options. The decision ultimately hinges on individual needs and priorities.

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