What Datix does

Datix is a privately-held IT services and consulting firm headquartered in St. Louis, Missouri, that specializes in enterprise software implementation, integration, and ongoing support for mid-market and enterprise manufacturers and distributors. Founded in 1997 (per firmographic records, with company history materials citing a 2004 origin and '25+ years' of experience), the firm operates with 11-50 employees and has built a long-standing practice around Epicor ERP, Infor CloudSuite, Microsoft Dynamics 365, Salesforce, and Magento. Its client base spans regulated and operationally complex verticals including medical device, food and beverage, automotive aftermarket, and aerospace and defense, and the firm claims hundreds of manufacturing and distribution clients globally.

The company's core technical asset is Unity, a proprietary integration platform also marketed as Datix Intelligrate (an Integration Platform as a Service) that provides pre-built connectors linking Epicor ERP with Salesforce, Microsoft Dynamics, Magento, and other enterprise systems. Beyond integration, Datix delivers custom software development, cybersecurity, mobile app development, Microsoft Azure hosting, and EverSafe backup and disaster recovery. The firm is certified as an Epicor Platinum Partner and holds partner status with Infor, Microsoft, Salesforce, and Magento, which gives it access to vendor referral pipelines and co-selling motion across the dominant mid-market enterprise software stacks.

Datix generates revenue primarily through professional services fees from project-based consulting engagements (ERP and CRM implementation, customization, integration, training), supplemented by recurring managed services and support retainers, custom development, and Microsoft Azure hosting. The go-to-market is consultative and sales-led, targeting mid-market to enterprise manufacturers and distributors, with lead flow generated by content marketing (Datix Blog, erp-evaluation.com SEO property, downloadable guides, webinars, erp-demos.net training videos) and partner referrals. Pricing is custom-scoped per engagement on multi-year contracts; no standard tiers are published. The company is independently owned, bootstrapped with no disclosed institutional funding, and led by CEO Matt Schuval, CMBDO Candice Evertowski, and COO Jessica (Becher) Staley.

Name

Datix

Legal name

Datix, Inc.

Website

https://datixinc.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Datix is a St. Louis-based IT consulting firm specializing in ERP, CRM, and eCommerce implementation and integration for mid-market and enterprise manufacturers and distributors, leveraging Epicor, Infor, Microsoft, Salesforce, and Magento partnerships plus its proprietary Unity/Intelligrate integration platform.

Ownership category

akta.pro rank

Product category

ERP and CRM Consulting Services

NAICS

Computer Systems Design Services (541512)

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

akta.pro secondary industry

Customer Experience (CX) & Digital Experience (BPAHAEAC)

Keywords

• ERP consulting services
• ERP implementation
• CRM consulting
• Enterprise software integration
• Manufacturing software solutions

Headquarters

HQ city

Saint Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional & Managed Services: Datix generates revenue by providing professional services including ERP consulting, CRM consulting, implementation, customization, integration, training, and managed services. These are project-based consulting engagements scoped to each client's unique business needs. Revenue is derived from professional services fees.
2. Support Services: Ongoing support services including helpdesk-style support, system maintenance, and troubleshooting for ERP and CRM systems post-implementation. Provided as a retainer or ongoing service contract.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Datix is an enterprise software consulting firm that provides ERP and CRM consulting, implementation, customization, integration, training, and managed services for mid-market and enterprise manufacturers and distributors. The company specializes in third-party platforms including Epicor ERP, Infor CloudSuite Industrial (SyteLine) and Infor VISUAL, Microsoft Dynamics 365, Salesforce, and Magento eCommerce, and sells its proprietary Unity integration platform (also branded Datix Intelligrate iPaaS) to connect these systems.

Product overview

Datix is an enterprise software consulting firm that offers a portfolio of professional services rather than a single unified software product. Their core offerings include ERP consulting (specializing in Epicor and Infor systems), CRM consulting (Salesforce and Microsoft Dynamics 365), and their proprietary Unity integration platform. The Unity platform connects Epicor ERP with CRM, eCommerce (Magento), and other enterprise systems. Additional services include custom software solutions, managed services, support services, Microsoft Azure hosting, and EverSafe backup/disaster recovery. Datix operates as a certified partner (Epicor Platinum/Gold, Infor, Microsoft Dynamics, Salesforce) providing implementation, integration, customization, and ongoing support for manufacturers and distributors.

Differentiator

Problem solved

Functional benefit

Brands

• Unity: Datix's pre-built integration platform for ERP and CRM enterprise software, enabling seamless connections between systems like Epicor and Salesforce without integration errors.

Products and services

• Unity (Datix Intelligrate) Integration Platform Pre-built integration platform (also branded Datix Intelligrate iPaaS) that seamlessly connects Epicor ERP with Salesforce, Microsoft Dynamics 365, Magento, and other enterprise systems to provide a single source of truth for manufacturers and distributors. For companies that need a unified ERP, CRM, and eCommerce data layer.
• ERP Consulting Services Professional consulting service for ERP implementation, including business process modeling, system configuration, testing, training, and go-live support. Specializes in Epicor and Infor ERP systems (Epicor Kinetic, SyteLine, Infor CloudSuite Industrial, Infor VISUAL) for manufacturers and distributors.
• CRM Consulting Services Customer relationship management consulting covering sales, marketing, and customer support modules. Provides CRM implementation, integration, and support for Salesforce and Microsoft Dynamics 365, with expertise in features such as Salesforce Einstein AI.
• Custom Software Solutions Custom software development tailored to unique business processes, including custom build-outs, custom dashboards, CRM custom fields and mapping, stand-alone applications, SyteLine and Epicor ERP enhancements, software-to-system data integration, eCommerce site development, mobile app development, and cybersecurity.
• Managed Services Ongoing managed services for ERP and CRM systems, providing continuous support, optimization, and system maintenance for manufacturers and distributors running Epicor, Infor, Microsoft Dynamics 365, or Salesforce environments.
• Support Services Helpdesk-style support services for ERP and CRM software, assisting clients with troubleshooting, maintenance, and system queries, typically delivered as a retainer or ongoing service contract.
• Microsoft Azure Hosting Cloud hosting services for enterprise software using Microsoft Azure infrastructure, providing secure, scalable deployment options for ERP and CRM systems with focus on data redundancy, security, and AI/IoT capability enablement.
• EverSafe Backup and Disaster Recovery Backup and disaster recovery solutions that protect enterprise software data and ensure business continuity for ERP and CRM environments, offered as part of Datix's managed services portfolio.

Quantifiable outcome

• 15–20% shorter delivery times (from ERP implementation best practices guide)
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• EpicorcoreImplementation/ SI/ Consulting PartnerDatix is an Epicor Platinum Partner (also referenced as Gold Partner in older sources), providing Epicor ERP implementation, customization, integration, and upgrade services to manufacturing and distribution clients. Epicor is a leading ERP vendor serving manufacturers for over 40+ years. Datix also built its Unity integration platform to connect Epicor with CRM and eCommerce systems. The partnership is the primary revenue driver for Datix.
• InforcoreImplementation/ SI/ Consulting PartnerDatix is an Infor partner providing Infor CloudSuite consulting (including Infor CloudSuite Industrial | SyteLine and Infor VISUAL) and Infor SyteLine ERP implementation services. Datix also offers Infor CloudSuite HCM consulting and Infor Salesforce integration.
• Microsoft Dynamics 365coreImplementation/ SI/ Consulting PartnerDatix is a certified Microsoft Dynamics 365 CRM partner providing consulting, implementation, customization, and integration services. Datix helps businesses integrate Dynamics 365 with ERP (Epicor, Infor) and eCommerce platforms.
• SalesforcecoreImplementation/ SI/ Consulting PartnerDatix is a certified Salesforce CRM partner providing consulting, implementation, and integration services. Datix leverages Salesforce Einstein AI and integrates Salesforce with Epicor ERP and other platforms via its Unity integration platform.
• Magento (Adobe Commerce)coreImplementation/ SI/ Consulting PartnerDatix is a Magento partner providing eCommerce implementation services for manufacturers and distributors. Magento is integrated with Epicor ERP and CRM systems via Datix's Unity platform to create unified B2B eCommerce experiences.
• AIM Computer SolutionsminorImplementation/ SI/ Consulting PartnerDatix partnered with AIM Computer Solutions to join the Epicor Automotive Alliance, a group of providers committed to delivering first-class Epicor solutions for the automotive aftermarket industry. The partnership combines AIM's automotive expertise with Datix's Epicor implementation capabilities.

Scale indicators5 records

Recent moves2 records

Expansion highlights5 records

Direct peers

• Boyer & Associates: Long-standing Epicor Platinum Partner and Infor partner providing ERP implementation, customization, and integration services to manufacturers. Closest direct competitor to Datix's core Epicor-focused practice.
• ERP Suites: ERP consulting firm specializing in Microsoft Dynamics 365, Salesforce, and Infor implementations for mid-market companies. Overlaps with Datix on Dynamics and Salesforce consulting engagements.
• Panorama Consulting Group: Independent ERP consulting firm offering software selection, implementation, and managed services across multiple ERP platforms (Microsoft, Epicor, Infor, SAP). Directly comparable to Datix in business model and target mid-market manufacturing/distribution clients.
• Sikich: Mid-market professional services firm offering ERP (Microsoft Dynamics, Infor) implementation, CRM, and technology consulting. Comparable customer base and multi-vendor positioning to Datix.
• Rand Group: ERP and CRM consultancy delivering Microsoft Dynamics 365 and Acumatica implementations to mid-market businesses. Similar scale and target verticals to Datix.
• NexTec Group: ERP consulting firm specializing in Epicor, Microsoft Dynamics, and Salesforce implementations for mid-market manufacturers and distributors. Direct multi-platform peer to Datix.
• I.B.I.S. Inc. Epicor Platinum Partner offering ERP implementation and supply chain solutions to mid-market manufacturers. Highly comparable to Datix in vendor specialization, target customer, and service portfolio.
• Catapult ERP: Microsoft Dynamics partner focused on ERP implementations for small and mid-market manufacturers and distributors. Comparable service mix and customer profile to Datix.
• Western Computer: Microsoft Dynamics 365 Gold Partner providing ERP and CRM implementation services to manufacturers and distributors. Direct competitor on the Dynamics 365 side of Datix's practice.

Broad incumbents

• Avtex: Larger customer experience and Microsoft-focused consultancy offering CRM, ERP, and contact-center solutions. Broader portfolio but overlaps with Datix's Microsoft Dynamics 365 consulting practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/datixinc
• Facebookfacebook.com/datixinc
• LinkedInlinkedin.com/company/datix-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Datix