What I find most helpful about Maxio is the visibility into the transaction history of a customer as well as future projections of invoices and revenue at that customer level and for the company overall. The upside of Maxio is the reporting capabilities at both a high and detailed level and the variety of information you can generate. The platform is easy to implement and there is an implementation team to assist with the transition. It also integrates with our CRM and GL systems. Review collected by and hosted on G2.com.
It takes time to become familiar with how the platform works, how to generate reports and customize dashboards and the information contained therein but Customer Support is great and helps navigate those challenges. Review collected by and hosted on G2.com.
Video Reviews
Great company to work with!
710 out of 711 Total Reviews for Maxio (formerly SaaSOptics and Chargify)
Overall Review Sentiment for Maxio (formerly SaaSOptics and Chargify)
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I have been a Maxio user for over 7 years in some capacity. I love the ability for customers to have a billing portal to update their information and grab invoices as needed, as well as the KPI tracking for important SaaS Metrics. Review collected by and hosted on G2.com.
Implementation with Maxio can be a heavy lift depending on the systems you are coming from, but it tends to pay off in the long run for diligence/audit requests. Review collected by and hosted on G2.com.
The system is easy to use and intuitive. It has good API connectors allowing for automation between different systems (Salesforce, Quickbooks, etc). Review collected by and hosted on G2.com.
The Rev Rec 606 functionality isn't as robust as I would like. We have very complex revenue recognition and creating the SSP listing has proven to be a challenge as the capabilities are limited. Similarly, the reporting functonality needs to be better built out for 606 capabilites. Reporting functonalities should also be enhanced to run mid month or specific day reporting. Review collected by and hosted on G2.com.
It's easy to integrate with Salesforce. Setting up the sync takes a bit of work, but the mapping is done and running, it just works seamlessly. It’s definitely made handling billing and subscriptions a lot simpler. Review collected by and hosted on G2.com.
Limited options for connecting Salesforce objects. It feels a bit restrictive, especially when you want more flexibility in how you map and sync data across different objects. It would be great if there were more customisation options to make the integration work even better for specific use cases. Review collected by and hosted on G2.com.
Maxio makes managing payments effortless. The platform's intuitive design, speed, and reliability mean we never worry about issues. It helps us stay focused on delivering for our clients. Highly recommend! Review collected by and hosted on G2.com.
It would be so nice to set up automatic "retry methods" for payments that don't go through. It is frustrating constantly going into hit "retry" on payments when customers need to add new payment methods, etc. Review collected by and hosted on G2.com.
Some of the best parts of using Maxio is it's interface. Everything is layed out well and sending invoices and processing transactions is made easy because of it. It's revenue tracking is one of the best features and is extremely accurate and helpful. I do believe the support is great and they get back to you very quicklly. Review collected by and hosted on G2.com.
The integration isn't as good as it should be espically with the stripe integration. Sometimes stripe debits a different amount than in Maxio. The reporting is another thing that works good when you need a simple report but the filtering can be difficult to work through when you need something specific. Review collected by and hosted on G2.com.
We have been with Chargify for 6 years and it is now embedded in our revenue tech stack. The software offers flexibility with billing for SIMPLE types of subscriptions. Review collected by and hosted on G2.com.
So many things...The biggest issue is that we brought a revenue reporting issue to their attention and in 3 weeks it still has not been addressed. Their support refuses to get on the phone and there is no path to escalation. When you are talking about a revenue reporting mistake that they made that has been going on for almost a full year and they refuse to get on the phone and work with you to solve it, then you do not have a partner, you have a horrible vendor.
In addition, when we first implemented the system, we were promised that specific features would be available in the API in 3 months. However, they never were created. We implemented the entire system based on their recommendations and the fact that we would be able to go deeper into the system and are now stuck with inflexible pricing models because of our implementation that was hard coded. We are now told we cannot do what we expected. Review collected by and hosted on G2.com.
After using them for years, we realized that the churn rates and mrr metrics they reported on our dashboard were completely wrong and far from our reality. Because of this we misinterpreted our business performances for years!!!!!!
When we escalated the issue, after 2 weeks of back and forth saying they were fixing the problem, they ended telling us that unfortunately they won't be able to fix it and that it's better we use other data to analyse our performances!!!!
I could not believe that. I ask that all of you guys carefully review your churn data per products and try to set filters and make sure the data shown is real and not corrupted.
This is such a disappointment from an analytic company that we cannot even trust. We ll be transiting to another company after getting financial compensation for their mistakes. If any of you are in the problem, please join the case to get the right compensation for this unbeliable mistakes they keep making Review collected by and hosted on G2.com.
Customer service is very slow and take at least 24 to 48 hours to acknowledge any issue Review collected by and hosted on G2.com.
We have used Maxio for many years for our customer billing successfully. We are able to use it for reporting on revenue with ease too. Review collected by and hosted on G2.com.
Setting up the Salesforce integration was not as seamless as we would have liked. The CSMs defer to the support team to help you and it would be nice if the CSM (or an SE) were more well versed on the integration and how to troubleshoot or address issues. Review collected by and hosted on G2.com.
The UI is very friendly, it really helps with the presentation and detail of deferred revenues to make entries in other accounting interfaces simple. It can be your every day tool to get your invoices and deferred revenues up to date. It also has integrations with ERP or accounting sistems such as Oracle Netsuite to make Saas accountign even easier. Review collected by and hosted on G2.com.
Creating reports can be a challenge you have to know really well the logic and fields, but reaching customer support is easy and they can help Review collected by and hosted on G2.com.
Anytime I reach out, MAxio customer service are quick to resonse and attend to my every need. LAst week, our pyment portal was off and this was rectified within 2 hours. just an amazining customer support. Review collected by and hosted on G2.com.
I wish advanced biling customer support can assist maxio pyments customer as well. Review collected by and hosted on G2.com.
