Home > Distribution Software > Cavallo > Cavallo vs Inform ERP

Cavallo vs Inform ERP

Last Updated: November 18th, 2024

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

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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.

Inform ERP is a software solution that helps with distribution, production and financial activities. It integrates these processes to automate and streamline operations across various aspects of a business. Its financial management tool coordinates with production workflows so that as transactions are made, they are automatically inputted to the general ledger. It also allows users to plan transportation logistics and look at factors such as volume and necessary stops when planning routes.

This program further enables users to optimize the supply chain through visualization and control of a variety of processes. Users can benefit from personalized dashboards that leverage real-time data so that quicker and more relevant insights can be developed.

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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.

Paperless Workflows: Inform ERP includes electronic signature and electronic document scanning functionality. The system can also store documents such as product images, material safety data sheets (MSDS) and descriptions.
Increased Productivity: This program can increase productivity through its demand planning tool, which forecasts material and production needs. The system also contains the ability to make orders into quotes and to create price inquiries with just one click, therefore reducing the amount of time that employees spend on these tedious tasks.
Automation: Automation is a driving factor of increased productivity and, by extension, increased revenue. An example of how Inform ERP uses automation to its benefit is through its financial management tool, which archives important documents and posts transactions to the general ledger automatically.
Improved Customer Relationships: The Embedded CRM tool allows users to keep track of important customer information. By using and sharing this data, employees can hone their sales tactics and improve customer relationships through more personalized and targeted conversations.
Insight Development: This program uses real-time data and customizable dashboards to help users manage workflows such as sales and production. It includes drill-down functionality that allows users to find the specific data that they need to access.
Accessibility: Inform ERP is available both on-premise and as a cloud-based solution. This makes the program accessible to a wide variety of businesses. If cloud deployment is opted for, the program can be accessed anytime and anywhere as long as there is an internet connection.

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.

Financial Management: Inform ERP contains accounts payable, accounts receivable and bank reconciliation functionality. It gives users access to financial reports and allows them to perform tasks such as posting transactions to the general ledger as they occur. The program also contains the ability to archive documents such as invoices, financial reports and statements automatically.
Inventory Management: This feature enables users to visualize inventory information such as purchase orders, availability, returned goods and open orders. It also allows for adjustment to sporadic demand and can balance warehouse overstocks. The advanced demand planning and forecasting tool contains a real-time replenishment calculation that facilitates adjustment to actual demand.
Order Fulfillment: Inform ERP lets users make quotes into orders with the click of a button. Defective parts can be tracked through the system along with vendor reimbursement claims. The customer checkout process is streamlined through PCI-compliant card processing.
Embedded CRM: This program enables users to gather relevant customer information such as purchase history, order status and personal notes to assist in the personalization and improvement of the customer experience. It can also create order entries and price inquiries with one click. Individual and group calendars are included in the program so that staff can look at operations and sales opportunities in real-time.
Analytics and Reporting: Inform ERP’s reporting dashboards are customizable and can be segmented by user level. The Inventory Pivot Table Cube Editor allows users to manage stock transfers. The program also leverages real-time data and includes drill-down menus so that users can find relevant information.
Warehouse Logistics: With this tool, users can assign transportation to orders. Delivery routes can also be created while keeping factors such as weight, volume and necessary stops in mind. Additionally, users can create and print manifests and shipping documents through this feature.

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Analyst Rating Summary

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User Sentiment Summary

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.

91%

of users recommend this product

Inform ERP has a 'excellent' User Satisfaction Rating of 91% when considering 72 user reviews from 2 recognized software review sites.

3.3 (14)

3.7 (5)

4.34 (134)

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Awards

Accounting and Financial Management Award

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.

Comprehensive Functionality: Inform ERP provides a wide range of features that cater to various aspects of distribution businesses, including inventory management, order processing, financials, and customer relationship management. This comprehensive functionality eliminates the need for multiple software solutions, streamlining operations and reducing complexity.

Industry-Specific Focus: Inform ERP is specifically designed for distributors, with features and functionalities tailored to their unique needs. This industry-specific focus ensures that the software aligns with the workflows and processes of distribution businesses, providing a more efficient and effective solution.

Scalability and Flexibility: Inform ERP is a scalable solution that can grow with the needs of a business. It offers flexible deployment options, including on-premise, cloud-based, and hybrid models, allowing businesses to choose the best fit for their infrastructure and budget.

User-Friendly Interface: Inform ERP features a user-friendly interface that is easy to navigate and learn. This intuitive design reduces training time and allows users to quickly become proficient with the software, improving productivity and user adoption.

Strong Reporting and Analytics: Inform ERP provides robust reporting and analytics capabilities, enabling businesses to gain insights into their operations and make data-driven decisions. Users can generate custom reports, track key performance indicators (KPIs), and analyze trends to identify areas for improvement.

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.

Customization Challenges: Making modifications to Inform ERP to fit specific business needs can be complex and time-consuming, often requiring specialized developer skills. This can lead to frustration for businesses with unique workflows or industry-specific requirements.

Reporting Limitations: Generating reports and extracting data from Inform ERP can be cumbersome, with limited built-in reporting tools and a steep learning curve for creating custom reports. This can hinder data analysis and decision-making processes.

User Interface: The user interface of Inform ERP can feel outdated and clunky, leading to a less-than-optimal user experience. Navigating through the system and finding specific functions can be challenging, especially for new users.

Integration Complexities: Integrating Inform ERP with other business systems, such as CRM or e-commerce platforms, can be a complex undertaking. This can create data silos and hinder overall business efficiency.

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.

Inform ERP receives praise for its robust functionality and adaptability, particularly in managing complex distribution operations. Users appreciate its ability to handle diverse tasks, from inventory and order management to financials and reporting. Its strength lies in providing a comprehensive solution that streamlines processes and enhances efficiency. However, some users note that the initial setup and learning curve can be challenging due to the system's extensive features. Inform ERP distinguishes itself by offering industry-specific modules and customization options, allowing businesses to tailor the software to their unique requirements. This flexibility is crucial for companies with specialized workflows or niche markets. While Inform ERP excels in functionality, some users mention that the user interface could be more intuitive and modern. Despite this, the software's strengths in customization, scalability, and industry-specific features make it a valuable tool for mid-sized to large distributors and manufacturers with complex operational needs. Its ability to adapt to evolving business requirements ensures long-term value and supports growth.

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FAQ

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