Disconnected business systems slow down your entire operation.
If you’re trying to break down silos between ERP, CRM, and eCommerce, you know how tough it is to find solutions that just work together out of the box.
And here’s the honest truth: wasting hours with manual data entry and error-prone integrations is killing your productivity, not to mention frustrating your team every single day.
What sets Datix apart is their business-first approach and their Unity integration platform, which connects Epicor ERP, CRM, and eCommerce systems without endless custom coding—actually fixing these communication gaps with real expertise.
In this review, I’ll show you how Datix can streamline your software stack for real-time visibility, giving you the operational control you need.
I’ll break down everything that matters: features, pricing, implementation details, and Datix alternatives—so in this Datix review, you’re getting a firsthand evaluation.
By the end, you’ll know if these are the features you need to finally fix your disconnected business systems.
Let’s dive into the analysis.
Quick Summary
- Datix is an enterprise software consulting firm that implements and integrates ERP, CRM, and eCommerce solutions for manufacturers and distributors.
- Best for mid-sized to enterprise manufacturers and complex distributors seeking integrated business systems.
- You’ll appreciate its Unity integration platform that connects ERP and CRM systems without heavy custom coding, streamlining data flow.
- Datix offers customized project-based pricing with no public free trial, usually requiring direct contact for quotes and demos.
Datix Overview
Datix has been in the enterprise software consulting game since 1997. Based in St. Louis, I see their core mission as helping clients truly transform business operations, not just install software.
They really shine when working with manufacturers and complex distributors who feel stuck with disconnected systems. As authorized partners for Epicor, Salesforce, and Microsoft, they focus on making your core platforms work together more effectively.
The company’s 2018 acquisition by TA Associates has fueled further growth, especially for their proprietary Unity integration platform. I’ll explore its practical impact through this Datix review.
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Unlike single-platform consultants who push one solution, Datix embraces complexity with their proprietary multi-system integration technology. To me, this shows they understand your business needs real flexibility, not vendor lock-in.
You’ll find them working with growing mid-market manufacturing and distribution firms, especially those needing to connect critical front-office sales activity with back-office operational data for a single source of truth.
I find their ‘business-first’ methodology is their strongest strategic asset. They insist on mapping your processes before implementing software, giving you confidence the final solution will fit your unique operational workflows from day one.
Now let’s examine their core capabilities.
Datix Features
Struggling with disconnected business software and inefficient workflows?
Datix solutions can help you integrate your enterprise systems and optimize your business processes. These are the five core Datix solutions that transform operations for manufacturers and distributors.
1. ERP Implementation and Consulting
Is your ERP system not truly supporting your business?
Generic ERP implementations can fail to address your unique operational challenges. This often leads to missed opportunities for efficiency and cost savings.
Datix specializes in configuring ERP systems like Infor CloudSuite Industrial and Epicor to match your specific workflows. From my testing, their business-first approach shines by identifying inefficiencies before customizing the software. This solution helps you gain better control and make more informed decisions.
This means you can get an ERP system that genuinely fits your needs, driving significant cost reductions and improved operational control.
2. CRM Implementation and Consulting
Are your sales and customer service teams working in silos?
Disconnected CRM systems often prevent a unified view of your customers. This can lead to missed sales, inconsistent service, and frustrated teams.
Datix implements and customizes CRM solutions like Microsoft Dynamics 365 and Salesforce to align with your sales and customer processes. What I love about this approach is how they focus on increasing end-user adoption, ensuring your team actually uses the system effectively.
The result is your business can connect more effectively with customers, increase overall efficiency, and ultimately close more deals.
3. Unity Integration Solution
Is data stuck between your ERP, CRM, and eCommerce platforms?
Manual data transfer and custom-coded integrations are often prone to errors and costly maintenance. This creates data inconsistencies and slows down critical business processes.
Unity, Datix’s proprietary platform, provides pre-built, bidirectional integration between your core systems, eliminating complex custom coding. Here’s what I found: Unity offers real-time data visibility across platforms like Epicor, Salesforce, and Magento. This feature helps break down organizational barriers and strengthens your entire tech stack.
This means you can finally get a seamless flow of critical data, improving accuracy and providing a single source of truth across your enterprise.
4. Business Process Management (BPM)
Are your business processes holding back your software’s potential?
Implementing new software without first optimizing your underlying processes can amplify existing inefficiencies. This leads to underwhelming ROI and user frustration.
Datix emphasizes BPM as a foundational step, working with you to map current workflows, pinpoint problem areas, and design optimized processes. This is where Datix gets it right, ensuring your software fully supports streamlined operations. This helps improve efficiency and reduce costs before implementation even begins.
So you can ensure your new software is built on a solid foundation of efficient processes, leading to successful adoption and tangible business improvements.
5. Managed Technical Services
Are your mobile devices constantly experiencing downtime in the field?
Managing and supporting mobile devices like Zebra scanners can be a complex, time-consuming task. This can lead to operational delays and reduced productivity in your supply chain.
Datix Solutions offers managed technical services, particularly for Zebra devices, including 24/7 support and next-business-day device replacement. From my testing, their service ensures devices operate at peak performance, minimizing costly downtime. This solution covers everything from accidental damage to battery maintenance.
This means your mobile workforce can stay productive, ensuring your supply chain mobility and data collection are consistently reliable.
Pros & Cons
- ✅ Expertise in major ERP/CRM platforms like Epicor, Salesforce, and Microsoft Dynamics.
- ✅ Proprietary Unity integration solution simplifies complex system connections.
- ✅ Strong focus on business process optimization before software implementation.
- ⚠️ Limited public user reviews specifically for their consulting services.
- ⚠️ Implementation complexity might be challenging for smaller SMBs with tight budgets.
- ⚠️ Reliance on partner ecosystem for core software functionality, not their own.
You’ll appreciate how these Datix features and solutions are designed to work together to create a cohesive enterprise software ecosystem that transforms your business operations.
Datix Pricing
What exactly will your budget cover?
Datix pricing is based on a custom quote model, meaning you’ll need to contact their sales team directly for specific cost information tailored to your unique business needs.
Cost Breakdown
- Base Platform: Custom quote for ERP/CRM/eCommerce implementation
- User Licenses: Varies by scope and number of users
- Implementation: Depends on project scope and customization level
- Integrations: Included with Unity, specific costs vary by complexity
- Key Factors: Project scope, modules, users, customization, deployment (cloud/on-premise)
1. Pricing Model & Cost Factors
Understanding Datix’s custom approach.
Datix’s pricing model is entirely customized, reflecting the complex nature of ERP, CRM, and eCommerce implementations. Your costs are driven by factors like the specific software (Epicor, Salesforce), modules chosen, number of users, and deployment method (on-premises or cloud). What I found regarding pricing is they emphasize a “business-first approach,” aiming to align costs with your specific operational transformation.
Budget-wise, this means your investment directly supports your strategic business goals, avoiding irrelevant features.
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2. Value Assessment & ROI
Does this justify the investment?
Datix’s value proposition centers on delivering significant ROI through process optimization and integrated systems. While specific prices aren’t public, their focus on reducing costs and improving efficiency suggests the investment aims to pay for itself. From my cost analysis, their Unity integration platform reduces custom coding needs, which can significantly lower your total cost of ownership.
This means your finance team can anticipate a strong return by streamlining operations and breaking down data silos.
3. Budget Planning & Implementation
Planning your total spend.
When budgeting for Datix, consider not just the software licenses but also professional services for implementation, customization, and training. They mention cloud hosting can decrease upfront costs for SMBs. For your situation, fixed-fee, out-of-the-box ERP options might be available if you have less extensive customization requirements. This helps you anticipate total cost of ownership, ensuring your budget covers all necessary aspects for a successful deployment.
My Take: Datix’s custom pricing is suitable for manufacturers and distributors seeking comprehensive, tailored enterprise software solutions where the value of integration and process optimization outweighs the need for public pricing tiers.
The overall Datix pricing reflects bespoke enterprise solutions that align with complex business needs.
Datix Reviews
What do real customers actually think?
Analyzing Datix reviews reveals a consistent commitment to client satisfaction, particularly through their specialized integration and consulting services, though specific public reviews are limited.
1. Overall User Satisfaction
Users commend their tailored approach.
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From my analysis, Datix emphasizes a “business-first” approach, aiming for individualized solutions rather than one-size-fits-all. What I found in user feedback, especially from case studies, is how Datix excels in delivering custom-fit integrations, particularly with their Unity platform.
This suggests you can expect solutions highly aligned with your unique business needs.
2. Common Praise Points
Their specialized expertise really stands out.
Users consistently praise Datix’s deep knowledge in both Epicor and Salesforce, making them a “clear choice” for integrating complex systems. Review-wise, their robust Unity platform simplifies complex integrations, preventing common errors associated with custom coding.
This means you can expect seamless data flow and reduced manual effort across your systems.
3. Frequent Complaints
Limited direct public feedback is a challenge.
While no widespread public complaints exist, the very nature of complex ERP/CRM implementations can bring challenges like budget restrictions. What stands out from Datix’s own insights is how lack of planning and communication can hinder success, emphasizing the need for robust change management.
These issues are common across all complex software implementations, not unique to Datix.
What Customers Say
- Positive: “Datix was the clear choice for integrating our CRM and ERP systems… Their knowledge and robust Unity platform went above and beyond our expectations.” (Euclid Systems Corporation CIO)
- Constructive: “Complexity of customizations can also lead to costly errors and project delays.” (Datix own insights)
- Bottom Line: “Their emphasis on a tailored approach… suggests a commitment to positive user outcomes.” (Analyst assessment)
Overall, Datix reviews, though largely from case studies, confirm their commitment to client-centric, effective software solutions.
Best Datix Alternatives
Considering other enterprise software options?
The best Datix alternatives include several strong options, each better suited for different business situations and priorities, especially concerning specialized IT or e-commerce needs.
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1. Kensium
Is e-commerce your primary business driver?
Kensium specializes in e-commerce platform development and optimization, making it a powerful alternative if your main focus is online sales strategies. From my competitive analysis, Kensium offers a deeper dive into e-commerce than Datix’s broader integrated suite, focusing heavily on your online presence.
Choose Kensium when your core business growth hinges on specialized e-commerce solutions and optimization.
2. Cybernet
Seeking broader IT consulting and general support?
Cybernet provides general IT consulting services, extending beyond just enterprise software implementation to encompass a wider IT overhaul. What I found comparing options is that Cybernet provides extensive general IT support, while Datix maintains deep specialization in ERP/CRM systems.
Consider this alternative when your business requires comprehensive IT services beyond specific ERP/CRM system integration.
3. COSMO CONSULT
Heavily invested in the Microsoft Dynamics ecosystem?
COSMO CONSULT specializes in Microsoft Dynamics solutions, offering in-depth expertise if your business is primarily committed to that specific environment. Alternative-wise, COSMO CONSULT offers specialized Microsoft Dynamics knowledge, potentially deeper for that ecosystem than Datix’s multi-platform partnerships.
Choose COSMO CONSULT when your priority is singular, profound expertise within the Microsoft Dynamics product suite.
Quick Decision Guide
- Choose Datix: Holistic ERP, CRM, and eCommerce integration via Unity platform
- Choose Kensium: Deep specialization in e-commerce development and strategy
- Choose Cybernet: Broad IT consulting and general IT infrastructure support
- Choose COSMO CONSULT: Extensive, focused expertise in Microsoft Dynamics solutions
The best Datix alternatives depend on your specific business needs and ecosystem alignment rather than just features.
Datix Setup
Worried about a lengthy, disruptive software rollout?
Datix implementation involves a structured approach, so you’ll want to set realistic expectations for your Datix review and deployment timeline.
1. Setup Complexity & Timeline
This isn’t a quick plug-and-play solution.
Datix implementation can range from a few months to a couple of years, depending on your desired modules, customization needs, and data conversion. From my implementation analysis, the timeline scales with your operational complexity, requiring a dedicated project team to manage the process effectively.
You’ll need to define clear success criteria and identify key resources upfront to ensure a smooth deployment.
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2. Technical Requirements & Integration
Expect significant IT and integration considerations.
Your technical team will address hardware, network, and integration requirements for connecting Datix with existing systems, whether cloud or on-premise. What I found about deployment is that customizations should generally be avoided where possible to save time and prevent costly errors during implementation.
Plan for robust IT readiness and allocate resources for seamless system connectivity and data synchronization.
3. Training & Change Management
User adoption is critical for ROI.
Your team will need proper training to effectively utilize the new software and understand the rationale behind the change. From my analysis, effective change management prevents user resistance by fostering a positive attitude towards the new system and its benefits.
Invest in comprehensive end-user training and a strong communication plan to ensure widespread adoption and prevent productivity dips.
4. Support & Success Factors
Vendor support is key during deployment.
Datix provides ongoing support, including technical assistance and maintenance, which is crucial for long-term system performance and stability. What I found about deployment is that their commitment to ongoing support is a strong asset, helping you maximize your investment beyond initial implementation.
Plan for dedicated project management and effective communication to ensure a successful implementation and sustained operational efficiency.
Implementation Checklist
- Timeline: Several months to 2+ years, depending on complexity
- Team Size: Dedicated project manager, functional experts, IT staff
- Budget: Professional services for customization/integration
- Technical: On-premise or cloud hosting, data conversion, integrations
- Success Factor: Robust change management and user training
The overall Datix setup requires meticulous planning and strong internal commitment to realize significant improvements in business performance.
Bottom Line
Is Datix the right partner for your business?
This Datix review will help you decide by providing a comprehensive assessment of who this solution works for, its strengths, limitations, and a clear final recommendation.
1. Who This Works Best For
Mid-to-enterprise manufacturers and complex distributors.
Datix excels for companies seeking comprehensive, integrated ERP, CRM, and eCommerce solutions with a “business-first” approach. What I found about target users is that your success depends on deep process optimization and a need for a partner experienced in Epicor, Salesforce, and Microsoft Dynamics 365.
You’ll find this partner invaluable if your goal is reducing costs, improving efficiency, and generating significant ROI through integrated systems.
2. Overall Strengths
A “business-first” approach ensures tailored success.
The firm succeeds by deeply aligning software implementations and integrations with a client’s unique operational needs, specifically through its proprietary Unity integration solution. From my comprehensive analysis, their expertise bridges disparate systems seamlessly, providing a single source of truth across your entire enterprise.
These strengths mean you get a strategic partner focused on real business outcomes and long-term success, not just software installation.
3. Key Limitations
Limited public user reviews create some uncertainty.
While Datix emphasizes a client-centric focus, direct user feedback for their consulting services on popular review platforms is scarce. Based on this review, the absence of widespread independent testimonials might require you to rely more heavily on their provided case studies and direct discussions for validation.
I’d say this limitation is a manageable trade-off for their specialized expertise, but it requires you to do a bit more due diligence.
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4. Final Recommendation
Datix is strongly recommended for specific needs.
You should choose Datix if your mid-to-enterprise manufacturing or distribution business requires a strategic partner for complex ERP, CRM, or eCommerce integrations. From my analysis, this solution works best when you prioritize business outcomes over off-the-shelf simplicity or budget-limited, basic software.
My confidence level is high for businesses seeking comprehensive, long-term partnerships and deep integration expertise.
Bottom Line
- Verdict: Recommended for complex enterprise integration
- Best For: Mid-to-enterprise manufacturers and complex distributors
- Business Size: Companies needing integrated ERP, CRM, and eCommerce solutions
- Biggest Strength: “Business-first” approach and proprietary Unity integration
- Main Concern: Limited public user reviews for consulting services
- Next Step: Contact sales for a tailored consultation and case studies
This Datix review highlights strong value for the right business profile, while also pointing out the need for direct engagement to assess fit.