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On the recordRead 15 Oct 202640 facts
Rootstock ERP
Rootstock ERP · San Ramon, California, United States · founded 2008
Plans and prices
Growth
$100a month
Mobile Access · Core ERP · Wizard-based Configuration
Read 15 Oct 2026 · capterra.com
Advanced
$180one-time
Sub-contract Purchase Orders · Contracts & Agreements · Automatic Serial Numbers · Multiple Facilities and Locations
Read 15 Oct 2026 · capterra.com
Enterprise
$240a month
Financial analytics and reporting · Multiple Companies · Product Configurator · Supplier Collaboration
Read 15 Oct 2026 · capterra.com
On the record
- Analytics
- The platform supports custom reports, dashboards, KPI monitoring and analytics for trends and anomalies.trustradius.com · read 15 Oct 2026
- API and extensibility
- A G2 reviewer reports that records can be processed through the API, while Salesforce flows and AI tools support further customization.g2.com · read 15 Oct 2026
- Company facts
- LinkedIn lists Rootstock Software as privately held, founded in 2008, headquartered in San Ramon, California, with 51–200 employees.linkedin.com · read 15 Oct 2026
- Company legal listing
- The Salesforce AppExchange publisher is Rootstock Software®, headquartered in San Ramon, California, United States.appexchange.salesforce.com · read 15 Oct 2026
- Deployment
- cloudrootstock.com · read 20 Sep 2026
- Deployment model
- The Salesforce listing describes Rootstock as a managed package installed in a Salesforce org with automatic upgrades.appexchange.salesforce.com · read 15 Oct 2026
- Documentation
- The public community contains detailed operational articles, including configuration and step-by-step sales-order fulfillment procedures.community.rootstock.com · read 15 Oct 2026
- Engineering
- Engineering functionality includes bills of material, routings, engineering change orders, revisions and version control.trustradius.com · read 15 Oct 2026
- Field service
- Rootstock unifies field service with orders, inventory, production, supply chain, projects and financials on one data model.appexchange.salesforce.com · read 15 Oct 2026
- Finance module
- Yesrootstock.com · read 20 Sep 2026
- Financials
- Financial modules cover general ledger, accounts payable, accounts receivable, cash management, budgeting, reporting and cost accounting.trustradius.com · read 15 Oct 2026
- Integrations
- Listed integrations include Salesforce Platform, Sales Cloud, Service Cloud, QuickBooks Online Advanced, Workday Financial Management, QualityQuest and shipping tools.capterra.com · read 15 Oct 2026
- Inventory
- Inventory management tracks locations and movements in real time and supports planning, forecasting, replenishment and alerts.trustradius.com · read 15 Oct 2026
- Inventory management
- Yesrootstock.com · read 20 Sep 2026
- Limit: complexity
- G2 reviewers say the system is highly complex, with a steep learning curve and substantial administration effort.g2.com · read 15 Oct 2026
- Limit: data storage
- A Capterra reviewer says Rootstock creates many records, increasing Salesforce storage usage, with some records locked from deletion or archiving.capterra.com · read 15 Oct 2026
- Limit: financials
- Multiple G2 reviews describe the Financials module as less mature or clunky compared with other parts of the product.g2.com · read 15 Oct 2026
- Limit: licensing clarity
- A G2 reviewer says licensing for limited-access users and permission entitlements is opaque and poorly documented.g2.com · read 15 Oct 2026
