Grow

Name: Grow
Brand: Grow

Grow makes it simple for companies to connect their data and surface insights so everyone can make data-driven decisions

Est 2014|Valuation $56.5M|Raised $28.2M|21 Ref Customers

LinkedIn 5K|Web traffic 7K|FTEs 46|HQ Lehi, Utah, US

MarketsData Visualization

Published Sep 26, 2026

01Common complaints

- When a governed semantic layer and enterprise-grade analytics program are required; consider Power BI, Tableau, or Looker for advanced modeling and governance. - When datasets are very large or joins are complex and consistent, high-performance query response is required. - When automated user provisioning and comprehensive IAM automation (SCIM) are mandatory. - When transparent, self-serve pricing and minimal contract commitments are a procurement priority. - When HIPAA-compliant handling of PHI in-platform is required; the product is not configured for HIPAA controls.

Deal disqualifiers (poor fit)

Requirements for HIPAA-compliant processing of PHI within the BI platform.
Needs for automated user provisioning (SCIM) and extensive IAM automation.
High-volume, complex analytical workloads with many concurrent users and large multi-source joins where consistent performance is required.

Documented / review-cited limitations

Performance degradation with large or complex datasets.
Limitations in visualization/customization flexibility compared to mature BI platforms.
Connector gaps for certain vertical systems (e.g., some POS providers).
No documented auto-provisioning with SSO (SCIM); user lifecycle actions may be manual.
Not configured for HIPAA PHI/PII protections in-platform.

Roadmap / future features

No public, dated product roadmap or formal feature commitments were identified in the reviewed materials.

02Why they buy

Documented strengths with evidence

Integrated platform design that includes connectors, basic transforms, storage, and dashboarding.
Vendor-provided onboarding and support that many reviewers describe as responsive and helpful.
Interface and tooling aimed at enabling non-technical users to build and maintain dashboards quickly.

Areas where competitors have advantages

Enterprise modeling, governance, and an extensive analytics ecosystem are strengths of Power BI and Tableau.
IAM automation (SCIM) and broader SAML/OIDC options are more commonly supported in larger enterprise BI tools.
Advanced visualization customization is more mature in some competitor products.

03Field reports

Review platform snapshots

G2: Well rated on G2.
Capterra: Well rated on Capterra.
TrustRadius: Includes Epicor Grow ratings and some feature comparisons.

Representative positive feedback (paraphrased)

Several reviewers reported that the platform enables rapid dashboard creation without requiring a dedicated IT team, noting the interface facilitates non-technical users to build dashboards.
Multiple reviewers described support as responsive and knowledgeable, indicating a perception of above-average vendor support in some cases.
Some reviewers noted flexibility in charting and filtering options.

Representative critical feedback (paraphrased)

At least one reviewer characterized their purchase as a poor decision and expressed contractual dissatisfaction.
Multiple reviewers reported performance issues with large datasets and delays in data refreshes.
Some reviewers described post-release regressions or bugs following major updates.
Several reviewers reported discrepancies between demoed connector availability and production experience, particularly for point-of-sale integrations.

Common selection factors cited by reviewers

Reviewers who selected Grow commonly cited:

Faster dashboard rollout with lower dependency on engineering teams.
A user interface considered simpler than some enterprise BI platforms.
Vendor-provided onboarding and support compared to fully self-managed alternatives.
Consolidation of metrics across several common SaaS data sources and spreadsheets.

Churn and dissatisfaction signals

Recurring drivers of dissatisfaction or churn in reviews include:

Performance limitations with large or complex datasets.
Connector and integration gaps relative to expectations.
Contractual issues and perceived lack of pricing transparency.

Vendor-published customer stories / dashboards

Grow publishes example dashboards and customer stories. These assets illustrate possible uses but generally do not disclose evaluation methodology, baselines, or detailed ROI calculations; claims based solely on vendor content should be validated independently.

Review-derived outcomes (anecdotal)

Reviewer-reported outcomes include faster access to KPI visibility and reduced reliance on IT for dashboard delivery. Some reviews reference frequent refresh intervals but also point to limitations in achieving consistent near-real-time performance.

Projects that struggled / failed

At least one reviewer reported a substantial mismatch between the product demo and operational fit, followed by contractual regret. This indicates that buyers should validate fit with a pilot using representative production data rather than relying solely on demos.

04Best fit

Best-fit company profile

Company size: Generally suited to organizations in the SMB to mid-market range; some larger organizations may use the product for limited workloads.
Analytics maturity: Appropriate for teams that require dashboard delivery without a dedicated BI engineering team and have moderate data volumes and governance needs.

Strong-fit industries

Marketing agencies and client reporting
SaaS and services companies
Retail / e-commerce (subject to verification of POS connector needs)
Operations-focused mid-market businesses, including industries aligned with Epicor

Personas

Decision makers: COO, VP of Operations, VP Sales, Head of RevOps, Head of Marketing Operations, Finance leadership
End users: Business analysts, operations managers, sales managers, agency account managers

Qualification criteria (good fit)

Buyers seeking a vendor-assisted BI delivery model with onboarding support.
Teams needing rapid dashboard delivery across common SaaS tools and spreadsheets.
Organizations that prefer broad internal dashboard sharing without per-viewer licensing constraints.

05The pitch

What the product does (objective value proposition)

Grow (also marketed in some enterprise contexts as Epicor Grow) is a cloud business intelligence (BI) platform that provides data connectors, light ETL/transforms, a built-in data storage/warehousing layer, and dashboarding/visualization tools for operational reporting and KPI monitoring. The platform supports scheduled reporting, alerts, and the ability to share dashboards with internal and external stakeholders. Vendor materials describe the product as an integrated solution that combines data ingestion, basic transformation, storage, visualization, and alerting.

Target market and positioning

Grow’s messaging is directed at: - Non-technical business users who require dashboards and operational reports (sales, marketing, finance, operations). - Mid-market organizations seeking faster deployment than larger enterprise BI implementations. - Organizations that prefer licensing models allowing broad viewer access (an unlimited-user licensing model is emphasized in vendor materials). Within Epicor’s product ecosystem, Grow is positioned to complement ERP analytics and support industries such as manufacturing, distribution, and retail.

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