Cavallo vs Prophet 21

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Our analysts compared Cavallo vs Prophet 21 based on data from our 400+ point analysis of Distribution Software, user reviews and our own crowdsourced data from our free software selection platform.

Cavallo Software Tool
Prophet 21 Software Tool

Product Basics

Cavallo (formerly SalesPad Cloud) is designed for distribution and offers a range of functionality that enables users to better manage every aspect of distribution. It combines inventory management, CRM and reporting in a centralized location to optimize productivity and increase visibility. Add-ons are available to adhere to a company’s unique needs and include DataCollection, AutomationAgent, PayFabric, WebPortal and more.

Users can manage and create sales documents, track customer information and manage inventory and non-inventory items. Installation is available through the cloud or via on-site deployment, making it convenient for a range of businesses. The ability to manage and create receipts, purchase orders and assembly transactions is also included.
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Epicor Prophet 21, powered by Microsoft Azure, is a business management system for distributors. It streamlines distribution processes and helps overcome modern distribution industry challenges. It’s designed to grow with your business without making extensive modifications and is available for SaaS or on-premise deployment.

It has numerous capabilities, such as CRM, sales order management, e-commerce, inventory management, product management and wireless warehouse management. Other functionalities include financial management, manufacturing and production management, rentals, VMI, service and maintenance, SCM, business intelligence and analytics and enterprise content management.

Pros

  • Easy to use
  • Scalable
  • Affordable
  • Cloud-based
  • Mobile app

Cons

  • Limited features
  • Not customizable
  • Poor customer support
  • Lacks integrations
  • Security concerns
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$65 Monthly
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$200/User, Monthly
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Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
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Product Assistance

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

Product Insights

  • Accessibility: It’s available for deployment both on-site and through the cloud, making it an accessible option for businesses with various workflow needs. 
  • Data Centralization: Store information in a single location so that data can be shared across departments. Data centralization increases operational productivity and visibility. 
  • Modularity: It’s a highly modular solution and offers modules such as sales document management, customer tracking, adjustments, inventory management, purchase orders, assemblies transaction, a vendor directory, transaction record and receipt management. 
  • Third-Party Integrations: Users can personalize the solution to meet their unique needs by utilizing third-party integrations. Integrations are available with programs such as Shopify, QuickBooks, ShipStation, SellBrite, Zapier, PayFabric, Google Drive and Slack. 
  • Security: This solution offers user-level restrictions, meaning that customer service, warehouse and sales employees don’t have access to sensitive financial and accounting information. These security measures enable users to decide what each user can edit, view and process within the system. Audit history is also available so that management can see the who, what and when of transactions. 
  • No Data Restrictions: There are no limitations to the number of customers, transactions, items, users and locations stored in the system. 
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  • Configurability and Scalability:  The system adapts to business requirements and needs using an application programming interface (API). This flexibility allows businesses to build on specialized functionality and increase efficiency and productivity by connecting business processes with the partners, vendors and customers they need. 
  • Flexible Deployment: The user can deploy the system on-premise or in the cloud and can then change the deployment down the road as their business evolves. 
  • Forecasting Capabilities: Advanced demand forecasting predicts how much inventory is needed, contact management tracks customers’ buying patterns and customer buying trend analysis anticipates customer issues. The business analytics module provides various reports through the executive dashboard, accounts receivable dashboard and sales rep dashboard.  
  • Increase Sales: Drive sales with e-commerce capabilities and pull in repeat business by responding to buying trends and providing excellent customer service. Additionally, mobile solutions allow for more sales because a business can serve customers from anywhere. 
  • Improve Margins:  Maximize profits with inventory management, analytics and pricing optimization. The integrated wireless warehouse solution allows you to take control of warehouse tasks. 
  • Drive Employee Productivity:  Build workflows, create mobile portals and leverage learning management systems. It also provides user personalization without having to work with source code. 
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  • Inventory Management: It gives users visibility into inventory location and the number of items in a particular site. It provides full cost stacks of products through the FIFO and LIFO valuations methods. The program can manage workflows in multiple locations through its ability to receive and transfer orders among different warehouses and operation points. The system also offers real-time counts of inventory levels. Leverage reordering points to create purchase orders automatically when product inventory levels begin to get low. 
  • Barcoding: Items can be easily transferred to different locations or bins within a warehouse to simplify processes such as picking, order fulfillment and packing sales orders. It adjusts the inventory moving in and out of the warehouse using stock counts. The program also conducts incremental scanning and offers an intuitive interface for users so that merchandise can be received against purchase orders. 
  • Credit Card Processing: Leverages PayFabric to process credit card payments. These payments are all validated with PCI-DSS standards. The transaction data is stored in the cloud versus in local environments to avoid some issues that come with adhering to PCI compliance. The Customer Wallets feature can store multiple customer credit cards in a single location. This function also contains multiple payment gateways using a non-expiring universal token that eliminates the need to obtain different certifications. 
  • Reporting: Contains reporting tools that can analyze information related to inventory, customers, sales and costs. Graphical dashboards are available to present a visualization of product, salesperson and customer data. With the sales module, users can also develop dynamic and custom reports that display relevant metrics. Prebuilt and location-specific end-of-day reports are also available with this feature. Individually track sales channels so that ongoing results can be viewed and compared. The tool also includes a comprehensive account of inventory and sales history. 
  • Customer Card: The customer card functionality gives customer service representatives access to a variety of client information for positive customer interactions. Each card contains data ranging from order history to basic customer information to detailed notes. 
  • Advanced Accounts Receivable (A/R) Functionality: Mark customers as being in good standing so that users only accept orders from clients with a positive track record. They can enter credit limits on each customer card and information such as outstanding payments, aging buckets and detailed notes are available on the A/R tab. 
  • Customer Relationship Management (CRM): Tracks customer interactions and offers an Excel-style search grid containing pre-filled customer information such as payment terms and billing and shipping addresses. The system also enables users to set up rules to process orders automatically. The program allows users to add additional fields that aren’t already present in the solution. 
  • Order Processing: The system defines the rules, requirements and criteria for operations. For example, users might use rules to split documents into multiple orders or flag documents for review if a customer is marked as having poor payment terms. This solution offers control over every product in an inventory, no matter what channel is used to sell them. With this program, price levels can be set for all customers and different pricing rules per item or transaction. 
  • Dropshipping: It supports companies that utilize dropshipping. This enables businesses to buy products from third parties and then ship them to consumers to facilitate the distribution workflow easily. 
  • Item Matrix: This solution contains a variant item option, allowing users to create related items through attribution assignment methodology. Matrix order entry methodology is also available and makes it easier for users to discover the parent variant item and enter the quantities for every associated product. Unique SKUs are automatically generated for each inventory item that’s created during variant item setup as well. 
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  • Customer Relationship Management: It contains multiple tools designed to manage and improve customer relationships. A mobile sales system, contact management, marketing management and lead and opportunity management are all usable for daily CRM tasks. 
  • Finance and Accounting: The system comes equipped with several financial and accounting tools, including a general ledger, accounts payable and receivable, Avalara Tax Connect and XL Connect and vendor rebates. Avalara Tax Connect manages sales tax compliance, and XL Connect allows users to generate reports in Microsoft Excel. 
  • Business Analytics: The Business Analytics feature comes with an executive dashboard, accounts receivable dashboard and a sales rep dashboard. It also has a customer buying trend analysis function that predicts future customer issues. 
  • Supply Chain Management: Manage the entire supply chain with a full range of SCM capabilities. Purchase management, sourcing and procurement, inventory management, advanced material management and warehouse management features are included.  
  • Enterprise Content Management: Manage content throughout its entire lifecycle. Document imaging converts paper documents into digital files. 
  • Contact Management: The CRM module supplies users with next-generation customer contact management. It tracks customers’ buying patterns, prospect and client information while displaying key information on one screen for easy access. 
  • Service and Maintenance: The service and maintenance module comes with tools to deliver an excellent customer experience. Service order management, service dispatch, preventative maintenance and warranty capabilities streamline service and maintenance processes are all available with this system. 
  • eCommerce Website Management: Manage multiple branded websites with the Epicor Commerce Connect feature. 
  • Epicor Virtual Agent: The EVA app allows users to interact with the solution via voice or text commands. 
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Product Ranking

#29

among all
Distribution Software

#8

among all
Distribution Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Cavallo
Prophet 21
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Accounting And Financial Management Customer Relationship Management E-commerce Capabilities Integrations And Extensibility Inventory Management Mobile Capabilities Purchase Order Management And Procurement Reports, Dashboards And Business Intelligence Sales Order Management Warehouse And Transportation Management 91 96 96 50 98 95 86 96 91 76 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 286 reviews
Great User Sentiment 158 reviews
86%
of users recommend this product

Cavallo has a 'great' User Satisfaction Rating of 86% when considering 286 user reviews from 4 recognized software review sites.

82%
of users recommend this product

Prophet 21 has a 'great' User Satisfaction Rating of 82% when considering 158 user reviews from 3 recognized software review sites.

3.3 (14)
3.9 (82)
4.34 (134)
4.4 (24)
4.4 (134)
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4.0 (4)
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4.3 (52)

Synopsis of User Ratings and Reviews

User Interface: The solution has an intuitive user interface, according to 100% of users. The simplicity and functionality of the layout make it a viable solution.
Customization: According to 89% of users who reviewed this pro, it has advanced customization options. Users can write C# scripts to run before and after workflows, which provides flexibility. Users can write SQL queries for additional functionality.
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Comprehensive Customization: The solution offers extensive customization, according to 84% of users. It’s versatile and can customize many fields and screens.
Usability: According to 89% of users who reviewed this pro, the solution is easy to use. Navigating the system through the function menus is intuitive.
Integration: About 100% of users who mentioned this pro said it provides advanced integration capabilities. Integration with credit card processing and sales tax software enables the business to conduct financial analysis in a hassle-free manner.
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Customer Support: The customer support team isn’t knowledgeable about resolving user queries, according to 50% of users.
Analytics and Reporting: According to 84% of users who reviewed this con, the solution lacks advanced analytics and reporting capabilities. Knowledge of SQL is required for creating reports, which is challenging for non-technical users.
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Limited Scalability: While Prophet 21 offers robust features, its scalability may not be sufficient for rapidly growing businesses or those with complex distribution networks.
Steep Learning Curve: The user interface and features of Prophet 21 can be complex and require significant training for users to become proficient.
Customization Challenges: While Prophet 21 offers some customization options, it may not be flexible enough for businesses with unique needs or workflows.
Limited Third-Party Integrations: Compared to other ERP solutions, Prophet 21 may have a smaller selection of pre-built integrations with popular third-party applications.
High Implementation Costs: The cost of implementing Prophet 21, including software licenses, hardware upgrades, and consulting services, can be significant for small and medium-sized businesses.
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The solution caters to various user needs such as viewing consolidated information in one place through dashboards, monitoring and processing batch information, workflow capabilities, user-defined fields, sales analysis, order and payment processing, inventory management and much more. It has an intuitive user interface that facilitates ease of navigation between different modules. It has advanced customization features that can tailor to specific business requirements. It integrates with Sales Tax and credit card solutions for payment processing. On the other hand, it lacks advanced analytics and reporting functionality.

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User reviews of Epicor Prophet 21 paint a mixed picture, highlighting both its strengths and weaknesses. Many users praise its robust features and functionality, particularly for sales, purchasing, and inventory control. One user describes it as "really easy to navigate and one of the better ERP systems out there." Others appreciate its deep functionalities and flexibility, noting how it can be tailored to specific business needs. One user commented, "The strong and multiple functionalities from P21 allowed us to address all aspects in a 'deep enough' manner." However, some users also raise concerns about Prophet 21's complexity and learning curve. One user found it "impossible to work with and antiquated," while another said it takes "a minute to understand" and requires patience. This complexity can be a significant drawback for smaller businesses or those with limited IT resources. Some users also criticize its scalability, suggesting it might not be suitable for rapidly growing businesses or those with complex distribution networks. Additionally, the limited number of pre-built third-party integrations compared to other ERP solutions can hinder integration with existing business applications. This lack of seamless integration can lead to manual data entry and inefficient workflows. Despite these weaknesses, many users believe Prophet 21's strengths outweigh its weaknesses, especially for mid-sized distribution companies. They particularly value its ease of use compared to competitors like Infor M3, which one user described as "too big for the business." Furthermore, users appreciate the exceptional partnership and responsive customer service offered by Epicor, which helps overcome initial challenges with implementation and customization. Overall, user reviews suggest that Prophet 21 is a powerful and flexible ERP solution, particularly for mid-sized distributors. However, its complexity and limited scalability may pose challenges for smaller businesses or those with rapid growth plans. Considering the trade-offs and carefully evaluating your specific needs is crucial before making a decision.

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