A cloud-based ERP software for office equipment dealers, managed print service providers, and other businesses selling and servicing print and copy devices.

Product Overview

E-automate by ECI Solutions is a managed print service software designed to streamline office equipment dealers’ operations. It offers business management, automated service scheduling, inventory management, financial tools, and CRM capabilities, all within a single platform. It is an ideal solution for companies looking to manage their entire print service business seamlessly.

Pros

  • Easy account set up for new users
  • On-premise version is very stable and reliable

Cons

  • Customizations are expensive

Target Market

Small to large-sized office equipment dealers and managed print service providers who need an integrated solution to manage their entire business operations, from service scheduling and inventory management to financial tracking and customer relationship management.

Video Overview

Features

The key features of e-automate include:

Accounting

  • Manage receivables and payables
  • Perform general ledger and journal entries (regular and automated entries)
  • Conduct banking transactions and reconciliation
  • Integrate credit card processing
  • Support AP payment cycles
  • Automate “on hold” status (customer and transactions)
  • Reconcile subsidiary ledger
  • Automate deferred revenue recognition
  • Automate statement generation and email delivery

Reporting

  • Strong management and financial reporting capabilities, including Balance Sheet and Income Statement
  • Comparative financials
  • Contract profitability
  • Strong service statistics
  • Inventory valuation
  • Customized reports with drill-down capability

Inventory and Purchasing

  • Easy purchase order generation
  • Manage transfers and auto transfer replenishment for technicians/mechanics
  • Automate purchase order creation when items need reordering
  • Manage multiple warehouses and bins
  • Auto-set min and max variables based on historical usage
  • Physical inventory module
  • Link purchase orders (sales orders, service calls)
  • Automate purchase order receipt and notification
  • Initiate transfers return to vendor (RTV) tracking for vendor returns and credits

Sales

  • Generate quotes, orders, and invoices
  • Manage picking, shipping, and invoicing process
  • Manage back order and order flow (entry, picking, staging, shipping, and invoicing)
  • Initiate return material authorization (RMA) tracking for customer returns or credit memos

Contract Management

  • Automate invoicing via email
  • Receive alerts when contracts or warranties are about to expire
  • Access different types of contract profitability (per contract type, contract, equipment)

Service Management

  • Log, clear, dispatch, and invoice equipment service calls
  • Recommend service call assignments based on technician/mechanic qualifications and reassign calls as necessary
  • Replenish technician/mechanic stock
  • Bill for chargeable service calls
  • Log incomplete calls for parts
  • Automate invoicing via email
  • Automate preventative maintenance call creation
  • Manage equipment (serial tracking, location, status and more)
Starting Price
$600 /user/month
Price Range Learn More
   $     $     $     $     $   
   $     $     $     $     $   

Product Overview

Developer Overview

  • Name ECI Software Solutions, Inc.
  • Year Founded 1999
  • Headquarters Fort Worth, Texas, USA
  • Type Private
  • Est. Size 1k-5k employees
  • Est. Revenue $100M-$200M

Related Products

  • Sage Intacct
    Cloud-based ERP software designed for Small & Medium Business
  • Dynamics NAV
    A full ERP system designed by Microsoft. Formerly Navision.
  • Dynamics GP
    A full ERP system designed by Microsoft. Formerly Great Plains.
  • Sage 300
    A full ERP system designed by Sage. Formerly Sage ERP Accpac.
  • Denali Business+Accounting
    A full accounting software system designed by Cougar Mountain Software for startups and small organizations.

User Reviews of ECI e-automate

Anonymous
  • Commercial Services & Supplies
Overall
★★★★★
★★★★★
Value for Money
★★★★★
★★★★★

Locks you into a contract where the rates continually go up

December 28th, 2023 • Role: End User

Locks you into a contract where the rates continually go up! The accounting side of the software is dated and not easy to navigate.

Pros

All in one solution

Cons

Our company has been with e-automate for 6 years. Our rates continue to climb at 15% compounded interest annually. You get locked in to their contract and it's very difficult to change or cancel the contract. The have been very slick and deceitful. I'm looking for a way out!

Anonymous
  • Internet Software & Services
  • 251-1K employees
  • Annual revenue $50M-$100M
Overall
★★★★★
★★★★★

Rebranding software updates as new products to charge you more

August 26th, 2022 • Roles: Purchaser & End User

ECI’s on-premise ERP software is built on an old but solid platform for managing service industry businesses. Specifically the print industry.

Pros

The on-premise version runs fairly stable and is reliable.

Cons

Rebranding software updates as new products to charge you more. ECI's business platform is to charge an exorbitant amount for software "updates" with very few updates happening. Our company has been using their system for 15+ years and have seen very few changes for the tens of thousands of dollars spent on annual update fees. They sell their software products in pieces with each add-on of the software having to be purchased and carrying its own annual update fee. When there is a major update to a piece of add-on software that you've already purchased, and have been paying annual update fees for years, they will rebrand the newer version of the add-on and make you pay for it all over again while increasing the annual update charges. Refer to E-info and E-info Enhanced, or Remote Tech and Mobile Tech. Those are both updated versions of an older product. Most software companies that are charging you monthly fees for updates will actually give you access to the newest version of the product you've been paying for. ECI does not. This is the case for their on-premise software.

Related Content

Reviews

ECI DDMSPLUS

ECI DDMSPLUS is an all-in-one business management software for supply dealers and distributors that need ecommerce, accounting, WMS, and payroll. Find features, user reviews, pros and cons.

Reviews

ePS Pace

ePS Pace is a cloud-based ERP for the printing industry. Find user reviews, pros, cons, and key features like CRM, accounting, and production scheduling.

Reviews

ThermoGrid

ECI ThermoGrid software for contractors seamlessly blends office and field work into one easily accessible solution.