Carillon ERP logo

Carillon ERP

by Carillon Software · Since 1990
No reviews yet
Active4+ countriesCloudOn-premise
Quick facts
VendorCarillon Software
Year launched1990
StatusActive
Location850 Central Parkway East Suite 110, Plano, Texas 75074, US
Countries served4+
Languages1
Integrations
Free tier
Free trial
Contact sales

About Carillon ERP

Carillon ERP is an accounting software from Carillon Software that provides comprehensive solutions for mid to large-sized companies. It includes fully integrated CRM, document imaging, and supports Know it now® Management so businesses can maintain accurate financial records and improve customer interactions. Additionally, Carillon ERP supports beverage distribution, making it a suitable choice for companies within this sector. The platform offers strong functionality to manage financial operations efficiently. Key capabilities: fully integrated CRM document imaging Know it now® Management beverage distribution support financial management Best for: mid to large-sized companies that need a reliable accounting and management solution.

Carillon ERP by Carillon Financials Corp. is a robust discrete ERP solution tailored for industries such as manufacturing, distribution, construction, and food service. Designed to unify core business processes, Carillon ERP offers a comprehensive suite of modules including accounting, CRM, document imaging, inventory management, and e-commerce integration. Its standout feature, “Know it now® Management,” provides real-time access to data across departments, enabling faster and more informed decision-making. The user interface is functional and straightforward, prioritizing clarity over visual flair. While it may not match the sleekness of newer ERP platforms, its layout is intuitive for experienced users. Navigation is organized around core modules, and the system supports customizable dashboards and workflows, allowing users to tailor the experience to their operational needs. Functionally, Carillon ERP excels in its depth and flexibility. Every non-proprietary enhancement made over the past two decades has been built into the core system, resulting in a feature-rich platform. Key capabilities include barcode inventory tracking, integrated CRM, paperless document management, and real-time financial reporting.

Pros & Cons

What users like
  • +Unmatched Customization & Scalability – Built for full customization without upgrade issues, ensuring complete fit for unique business needs.
  • +Superior Expert Support – Direct access to dedicated US-based developers and QA staff for faster issue resolution.
  • +Real-Time Data (Know it now®) – Processes and updates data instantly across all modules and devices.
  • +True Single-System Integration – Entire system built as one product, ensuring seamless ERP, CRM, and E-commerce integration.
  • +Multi-Entity & Global Ready – Supports unlimited companies, branches, and currencies with intercompany processing.
What users flag
  • Non-Transparent Pricing – Pricing details not publicly available, requiring consultation.
  • Limited Public Reviews – Smaller market presence means fewer independent user testimonials.
  • Risk of Over-Customization – Heavy customization may create vendor dependency and higher future costs.
  • Training Requirement – Deep functionality leads to a steeper learning curve for new users.
  • Integration Limits – Limited support for third-party add-ons or niche external systems.

Features

Key features

Real-Time E-commerce Site
One of the few accounting packages to have its own fully-integrated, real-time e-commerce site, streamlining online sales directly into the financial system.
Know it now® Management
A certified management system that ensures data is processed immediately and available in real-time from any device in the system, increasing data accuracy and readiness.
360-Degree Integrated CRM
A robust, fully-integrated Customer Relationship Management system that provides a complete, 360-degree view of customer and vendor relationships to improve sales, marketing, and purchasing coordination.
Integrated Document Imaging (KwikTag®)
Fully integrated functionality that allows the business to go paperless by easily searching, storing, managing, and sending documents electronically.
Full Barcode Tracking
Increases inventory accuracy and efficiency by supporting comprehensive barcode scanning, tracking the movement of inventory, shipments, and streamlining order entry.

Additional features

General Ledger
Supports detailed financial and statistical accounts.
Multicurrency System
True multicurrency support for transactions, currency tax calculation, and exchange rate management.
Multicompany Functionality
Allows for unlimited companies and unlimited branches within a company.
Fixed Assets
Control fixed assets by group and location with multiple depreciation options.
Financial Reporting
Powerful financial report writer with consolidation capabilities.
Margin Control
Strong and flexible revenue recognition capabilities, including profitability tracking.
Sales Order Entry
Powerful and flexible sales order entry, even for new customers with customized kits.
Commissions Algorithms
Highly configurable commissions based on gross sales or gross profit, variable by product, customer, and salesperson.
Customer Portal
Fully integrated customer portal for self-service and relationship management.
Importing & Receiving
Ability to add up to 10 additional costing factors and allocate costs (like duty) to a single Purchase Order or an entire shipping container.
Logistics
Features for route scheduling and delivery, including support for staging areas and loading zones.
Email & Fax Integration
Direct emailing or faxing of order acknowledgements and Purchase Orders from within the system.
Inventory Costing
Supports FIFO, average, and standard inventory costing methods.
Location Tracking
Bin, lot, and serial tracking with unlimited inventory stocking locations.
Item Configuration
Supports multiple units of measure per item, multiple barcodes/UPCs, and item-specific unit-of-measure conversions.
Physical Scanning
Physical inventory scanning capabilities for improved accuracy.
Warehouse Movement
Tracks transfer of inventory to other locations, including intra-warehouse and inter-branch transfers.
Order Sourcing
Ability to source sales orders from multiple locations.
Production Capabilities
Fully integrated production capabilities.
Bills of Material (BOM)
Full kitting capability with unlimited levels on bills of material.
Job Shop/Repetitive Support
Flexible to mix and match functions for job shop, repetitive, or mixed manufacturing needs.
Shop Floor Time Entry
Allows employees to swipe badges to automatically calculate time spent on each job/project.
Project Costing
Seamless collection of time, material, and expense transactions for accurate, timely billing of project costs.
Custom Enhancements
Developers build custom enhancements directly into the core software for the client.
Multilingual Terminology
Allows any word or phrase in the system to be translated or customized (e.g., "clients" instead of "customers").
Flexible Hosting
Supports both cloud-based and on-premise deployment.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

4
Countries served
1
Interface languages
1
Billing currencies

Available in

USACanadaCayman IslandsBermuda

Interface languages

English

Billing currencies

🇺🇸USD

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