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Rootstock ERP logo

Rootstock ERP

ERP Software
7.5(200 reviews)

Pricing

contact sales

Best For

Manufacturers already committed to the Salesforce ecosystem

Rating

7.5/10

Last Updated

Mar 2026

TL;DR

Rootstock is the ERP you pick when your company already lives in Salesforce and you refuse to maintain another database. It runs natively on the Salesforce platform, which means your CRM and ERP share the same data model. The tradeoff? You're locked into Salesforce's ecosystem and pricing, and advanced manufacturing features lag behind standalone ERP specialists.

What is Rootstock ERP?

The Only ERP That Actually Lives Inside Salesforce

Here's a common scenario: your sales team uses Salesforce, your operations team uses a separate ERP, and someone spends hours reconciling data between them. Rootstock eliminates that problem entirely. It runs natively on the Salesforce platform — same database, same security model, same user interface framework.

This isn't an integration or a connector. Rootstock is built on Force.com, which means a quote created by your sales rep flows directly into a manufacturing work order without any middleware. For companies already paying for Salesforce, that's a compelling proposition.

Manufacturing Capabilities

Production management covers discrete, process, and mixed-mode manufacturing. The MRP engine handles demand planning, material requirements, and capacity planning. Shop floor control tracks work orders, labor, and machine utilization in real time.

Inventory management supports multiple warehouses, lot tracking, serial number tracking, and bin-level control. Supply chain features include purchase order management, vendor scorecards, and landed cost calculations. These aren't afterthoughts — Rootstock has been refining manufacturing features since 1999.

The Salesforce Advantage (and Lock-in)

Everything inherits Salesforce's reporting engine, workflow automation, and AppExchange ecosystem. Need a custom approval process? Build it with Salesforce Flow. Want dashboards combining sales pipeline and production capacity? Done in minutes. The 4,000+ apps on AppExchange extend functionality without custom development.

But let's talk about the elephant in the room. You need Salesforce licenses on top of Rootstock licenses. That stacks up fast. A 50-user deployment might cost $200-350 per user monthly when you combine both. And if you ever want to leave Salesforce? You're rebuilding from scratch.

Where Rootstock Falls Short

Advanced manufacturing features like finite scheduling, detailed capacity planning, and complex configurators don't match dedicated solutions like Epicor or Infor. The platform inherits Salesforce's governor limits, which can create performance challenges with very large datasets — think 10+ million inventory transactions.

Financial management exists but many customers pair Rootstock with a dedicated accounting system like Sage Intacct rather than relying on its built-in financials. That's telling.

Pros and Cons

Pros

  • Runs natively on Salesforce — CRM and ERP share one database with zero integration needed
  • Inherits Salesforce reporting, workflows, and the 4,000+ app AppExchange ecosystem
  • Solid manufacturing MRP covering discrete, process, and mixed-mode production
  • Quote-to-production flow eliminates manual data re-entry between sales and operations
  • Lot tracking, serial number tracking, and multi-warehouse inventory management included

Cons

  • Requires Salesforce licenses on top of Rootstock — combined costs reach $200-350/user/month
  • Complete lock-in to Salesforce ecosystem with no realistic exit path
  • Advanced manufacturing features lag behind dedicated ERP specialists like Epicor
  • Salesforce governor limits can cause performance issues with very large datasets
  • Built-in financials are weak — most customers still need a separate accounting system

Who is Rootstock ERP Best For?

  • Manufacturers already committed to the Salesforce ecosystem
  • Companies wanting unified CRM and ERP on a single platform
  • Mid-market discrete manufacturers with 50-500 users
  • Distribution companies needing tight sales-to-fulfillment integration

Technical Details

Platforms
webiosandroid
Deployment
cloud
Security & Compliance
soc2gdpriso27001

The Bottom Line

7.5/10Good

Rootstock ERP scores 7.5/10. It stands out for runs natively on salesforce — crm and erp share one database with zero integration needed Best suited for manufacturers already committed to the salesforce ecosystem Keep in mind that requires salesforce licenses on top of rootstock — combined costs reach $200-350/user/month

Frequently Asked Questions

Yes, absolutely. Rootstock runs natively on the Salesforce platform — it's not available as a standalone product. You'll need Salesforce licenses (typically Sales Cloud or Service Cloud) in addition to Rootstock licenses. This is both the product's greatest strength and its most significant constraint.

Rootstock supports discrete manufacturing, process manufacturing, and mixed-mode manufacturing. It includes MRP, BOM management, work order tracking, shop floor control, and quality management. However, very complex manufacturing scenarios with advanced finite scheduling may need supplementary tools.

Score Breakdown
Ease of Use7.5
Features7.5
Value for Money7.5
Support7.5

Based on editorial analysis