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Rootstock ERP

rootstock.com

From $100/mo WebiOSAndroidAPI
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Spec score 8.7 #9 of 128 in ERP Software

Spec sheet

What it does
Rootstock is a cloud ERP for manufacturing, distribution and service companies, built natively on Salesforce.Read 15 Oct 2026 · rootstock.com
Deployment
cloudRead 20 Sep 2026 · rootstock.com
Integrations
Listed integrations include Salesforce Platform, Sales Cloud, Service Cloud, QuickBooks Online Advanced, Workday Financial Management, QualityQuest and shipping tools.Read 15 Oct 2026 · capterra.com
Security
The AppExchange listing says Rootstock supports Salesforce Shield and passed a Salesforce security review dated November 24, 2021.Read 15 Oct 2026 · appexchange.salesforce.com
Headquarters
San Ramon, California, United StatesRead 28 Sep 2026 · rootstock.com
Founded
2008Read 28 Sep 2026 · rootstock.com
Analytics
The platform supports custom reports, dashboards, KPI monitoring and analytics for trends and anomalies.Read 15 Oct 2026 · trustradius.com
API and extensibility
A G2 reviewer reports that records can be processed through the API, while Salesforce flows and AI tools support further customization.Read 15 Oct 2026 · g2.com
Company facts
LinkedIn lists Rootstock Software as privately held, founded in 2008, headquartered in San Ramon, California, with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Company legal listing
The Salesforce AppExchange publisher is Rootstock Software®, headquartered in San Ramon, California, United States.Read 15 Oct 2026 · appexchange.salesforce.com
Deployment model
The Salesforce listing describes Rootstock as a managed package installed in a Salesforce org with automatic upgrades.Read 15 Oct 2026 · appexchange.salesforce.com
Documentation
The public community contains detailed operational articles, including configuration and step-by-step sales-order fulfillment procedures.Read 15 Oct 2026 · community.rootstock.com
Engineering
Engineering functionality includes bills of material, routings, engineering change orders, revisions and version control.Read 15 Oct 2026 · trustradius.com
Field service
Rootstock unifies field service with orders, inventory, production, supply chain, projects and financials on one data model.Read 15 Oct 2026 · appexchange.salesforce.com
Finance module
YesRead 20 Sep 2026 · rootstock.com
Financials
Financial modules cover general ledger, accounts payable, accounts receivable, cash management, budgeting, reporting and cost accounting.Read 15 Oct 2026 · trustradius.com
Inventory
Inventory management tracks locations and movements in real time and supports planning, forecasting, replenishment and alerts.Read 15 Oct 2026 · trustradius.com
Inventory management
YesRead 20 Sep 2026 · rootstock.com
Limit: complexity
G2 reviewers say the system is highly complex, with a steep learning curve and substantial administration effort.Read 15 Oct 2026 · g2.com
Limit: data storage
A Capterra reviewer says Rootstock creates many records, increasing Salesforce storage usage, with some records locked from deletion or archiving.Read 15 Oct 2026 · capterra.com
Limit: financials
Multiple G2 reviews describe the Financials module as less mature or clunky compared with other parts of the product.Read 15 Oct 2026 · g2.com
Limit: licensing clarity
A G2 reviewer says licensing for limited-access users and permission entitlements is opaque and poorly documented.Read 15 Oct 2026 · g2.com
Limit: user interface
Reviewers report that some screens remain dated Visualforce pages and can be difficult to navigate.Read 15 Oct 2026 · g2.com
Manufacturing tools
YesRead 20 Sep 2026 · rootstock.com
Mobile support
Salesforce Mobile support is listed for both iOS and Android.Read 15 Oct 2026 · appexchange.salesforce.com
Multi-entity support
YesRead 20 Sep 2026 · rootstock.com
Notable news
Rootstock announced its Summer ’26 release on August 18, 2026, describing it as an AI-driven ERP release.Read 15 Oct 2026 · rootstock.com
Order management
Order tools cover sales, purchase and work orders with pricing, customization, inventory availability and delivery visibility.Read 15 Oct 2026 · trustradius.com
Praise: flexibility
G2 reviewers repeatedly praise Salesforce-native flexibility, customization and the ability to connect external systems.Read 15 Oct 2026 · g2.com
Praise: support
G2 reviewers describe Rootstock support as responsive and helpful during implementation and after go-live.Read 15 Oct 2026 · g2.com
Praise: unified data
Reviewers praise the single Salesforce data model for reducing disconnected workflows and improving operational visibility.Read 15 Oct 2026 · g2.com
Production
Production planning manages work orders, schedules, shop-floor activities, capacity, resources and production tracking.Read 15 Oct 2026 · trustradius.com
Rating on Capterra
4.6 out of 5 from 16 reviewsRead 15 Oct 2026 · capterra.com
Rating on G2
4.0 out of 5 from 90 reviewsRead 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.9 out of 5 from 10 ratingsRead 15 Oct 2026 · gartner.com
Rating on Salesforce AppExchange
4.92 out of 5 from the displayed AppExchange ratingRead 15 Oct 2026 · appexchange.salesforce.com
Rating on TrustRadius
9 out of 10 from 2 reviewsRead 15 Oct 2026 · trustradius.com
Sales CRM
The product provides centralized lead, opportunity, quote, order and customer-interaction management.Read 15 Oct 2026 · trustradius.com
SDK
Rootstock Mobile was built with the Salesforce Mobile SDK and connects directly to Salesforce and Rootstock in real time.Read 15 Oct 2026 · rootstock.com
Supply chain planning
Supply-chain functions include demand forecasting, MRP, capacity planning, production scheduling and supplier management.Read 15 Oct 2026 · trustradius.com

Plans and prices

Growth $100 a month per user, per month Mobile Access · Core ERP · Wizard-based Configuration Read 15 Oct 2026 · capterra.com
Advanced $180, paid once per user, one time Sub-contract Purchase Orders · Contracts & Agreements · Automatic Serial Numbers · Multiple Facilities and Locations · Multi-Currency · Fixed Assets · Capacity Planning Read 15 Oct 2026 · capterra.com
Enterprise $240 a month per user, per month Financial analytics and reporting · Multiple Companies · Product Configurator · Supplier Collaboration Read 15 Oct 2026 · capterra.com

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