ErpBooks

What ErpBooks does

ErpBooks, Inc. is a cloud-based SaaS provider of integrated ERP and CRM software targeted at small distribution and manufacturing companies. Founded in 2009 and headquartered in Fremont, California, the platform is built on the open-source webERP foundation with CRM functionality based on X2_engine. Its modular product surface covers inventory management with Bill of Materials tracking, sales and quoting, purchasing, accounts payable/receivable, general ledger, multi-currency support, and an administrative dashboard. The largest disclosed customer installation is 49 users, and the company operates as a division of ZDAG LLC with 1-10 employees.

The company runs a freemium business model: an unlimited-time free tier for companies with up to 5 users, a Basic plan at $19.99/month (up to 10 users), an Enterprise plan at $14.99/user/month (more than 10 users, with 1 free custom report or form per month), and a Pro B2B/reseller tier with custom pricing. Revenue streams include subscription recurring fees and chargeable professional services such as custom reports, forms, and data imports. Go-to-market combines self-serve product-led signup with a channel partner program recruiting accountants and bookkeepers for small companies, supplemented by direct demo requests for larger accounts. The company also operates a connected B2B marketplace (b2bforsale.com) for trading new and used parts. The company is privately held, bootstrapped (no disclosed funding rounds), with no public revenue figures and no disclosed management team.

Name

ErpBooks

Legal name

ErpBooks, Inc.

Website

https://erpbooks.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

ErpBooks is a Fremont-based cloud SaaS provider of ERP and CRM software, built on the open-source webERP project, serving small distribution and manufacturing SMBs via a freemium model (free up to 5 users, $14.99-$19.99/user/month paid).

Ownership category

akta.pro rank

Product category

Cloud ERP and CRM Software

NAICS

Software Publishers (513210)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Distribution & Wholesale ERP (Inventory, Order, Warehouse) (HDAEAEAC)

akta.pro secondary industries

Manufacturing ERP (Discrete, Process, Batch) (HDAEAEAB), Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Cloud ERP software
• Online CRM platform
• Inventory management system
• Small business accounting
• SaaS enterprise resource planning

Headquarters

HQ city

Fremont

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Free Tier: Free service for companies with up to 5 users for unlimited time; provides basic ERP/CRM features with free email support
2. Subscription - Paid Per User: $9.95 per user per month after free tier limits; first month free; multi-user accounts get first 5 users free for limited time
3. Subscription - Basic Plan: $19.99/month for up to 10 users including free email and telephone support, all accounting and CRM features
4. Subscription - Enterprise Plan: $14.99/month per user for more than 10 users; includes 1 free custom report or form per month
5. Professional Services: Chargeable custom reports/forms and data import services; consulting services available

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

ErpBooks provides a cloud-based ERP and CRM software service delivered as SaaS, targeting small distribution and manufacturing companies. The platform includes inventory management with Bill of Materials (BOM) tracking, sales quoting and ordering, purchasing, accounts payable/receivable, general ledger, multi-currency support, and an admin dashboard, accessible from any device worldwide without requiring customer IT infrastructure.

Product overview

ErpBooks offers an online ERP and CRM software service built on open-source webERP (started in 2009). The platform consists of a unified core product with integrated modules including Inventory Management (tracking BOMs, parts, assembly), Sales/Quotes, CRM (X2_engine-based), Purchasing, General Ledger, and Admin Dashboard. The product portfolio includes four pricing tiers (Free, Basic, Enterprise, Pro B2B) serving small to medium distribution and manufacturing companies. A connected B2B marketplace (b2bforsale.com) enables business-to-business parts trading. The software is delivered as SaaS with no IT infrastructure requirements.

Differentiator

Problem solved

Functional benefit

Products and services

• ErpBooks ERP & CRM Software Cloud-based online ERP and CRM software service providing inventory management with BOM tracking, sales quoting and ordering, purchasing, accounts payable/receivable, general ledger, multi-currency support, and an administrative dashboard. Built on the open-source webERP foundation with CRM based on X2_engine. Targeted at small distribution and manufacturing companies that want ERP/CRM functionality without managing IT infrastructure.
• B2B For Sale Marketplace

Quantifiable outcome

• Inventory count reduced from all day with multiple people to few hours with only 2 people
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Associate/Reseller PartnerscoreChannel Partner/ Reseller/ DistributorErpBooks recruits associates and resellers who are accountants, do books for small companies, familiar with online accounting systems, and want to make extra income reselling the product. The company provides training for partners.
• B2B For Sale (b2bforsale.com)minorGTM or Marketing PartnerB2B marketplace connected to erpbooks.com for business-to-business selling of new and used parts. Businesses can list ERP parts with only a few clicks. It is not required to have an erpbooks.com account to list products.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• ERPNext: ERPNext is an open-source ERP for SMBs covering manufacturing, distribution, accounting, inventory, and CRM with a freemium SaaS offering. It targets the same small distribution/manufacturing segment as ErpBooks and similarly leverages open-source foundations.
• Odoo: Odoo is an open-source ERP/CRM platform offering inventory, manufacturing, sales, accounting, and a freemium community edition that directly competes with ErpBooks for SMB distribution and manufacturing customers. Like ErpBooks, Odoo targets the same ERP-for-small-business segment with a modular SaaS model.
• Wave Accounting: Wave is a free, cloud-based accounting platform for small businesses and freelancers with optional paid payroll and payments. It competes head-to-head with ErpBooks' free tier for the smallest businesses looking for free ERP-lite functionality.

Broad incumbents

• Xero: Xero is a global cloud accounting platform for small businesses with inventory and app marketplace features. It competes with ErpBooks for SMB accounting and basic inventory workflows, with broader ecosystem and brand recognition.
• Acumatica: Acumatica is a cloud ERP platform with distribution and manufacturing editions that competes in the SMB-to-mid-market segment. While typically a step up from ErpBooks in price, it overlaps in the small distribution/manufacturing customer base.
• SAP Business One: SAP Business One is an established ERP for small and midsize businesses, with direct comparisons cited in ErpBooks' own customer testimonial (replacing Accpac). It represents the upper-end incumbent that ErpBooks positions against.
• QuickBooks Online: QuickBooks Online is the dominant SMB accounting platform with added inventory and lightweight ERP features. It is the default option many of ErpBooks' prospects would consider, particularly for the free-tier customer segment.
• Zoho Books: Zoho Books is part of Zoho's broad small-business suite that includes CRM, Inventory, and accounting modules. While ErpBooks is more ERP-focused, Zoho's free/cheap tiers and broad functionality overlap heavily with ErpBooks' SMB target market.

Regional players

• Tally Solutions: Tally is a leading accounting and inventory ERP for small businesses, particularly dominant in India and other emerging markets. It targets the same small distribution/manufacturing customer with multi-currency and inventory features similar to ErpBooks.

Emerging players

• Manager.io: Manager is a free, open-source accounting software with cloud-hosted offerings for small businesses, including inventory and basic ERP modules. Like ErpBooks, it targets very-small businesses with a free-tier SaaS model and accounting/inventory focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/erpbooks
• Facebookfacebook.com/ErpBooks
• LinkedInlinkedin.com/company/erp-books

Revenue estimate

Valuation estimate

Number of profiles

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 ErpBooks