Maxio (formerly SaaSOptics and Chargify) Reviews & Product Details - Page 2

Maxio allows us to have confidence that we never miss a renewal and we can track upcoming renewals, as well as past due renewals. There are also many great 1-click reports that we use each month to track our business growth and results. Customer support is very quick solves problems with a high success rate. Maxio also integrates with our CRM and GL which makes it a great fit. Review collected by and hosted on G2.com.

The cost seems high and maybe we just don't use it to its full potential. That would be the only thing that would cause us to leave to another vendor in this space. Review collected by and hosted on G2.com.

I appreciate Maxio's flexibility and the range of features it offers. Its workflows are comprehensive. Also, it has robust options for integrating with external systems like Salesforce and Stripe and lastly I’m impressed with how intuitive Maxio's interface is.

Also, Maxio in app-support was awesome Review collected by and hosted on G2.com.

One area that could use improvement is the developer support. While Maxio offers robust features, getting timely assistance for devlopers was challenging—I’ve had to wait for weeks at times for responses. Faster, more responsive devloper support would make the integration process much smoother. Also, the documentation could be more comprehensive, especially when tackling advanced features. More in-depth resources for developers would make integration smoother. Review collected by and hosted on G2.com.

Maxio is an intuitive platform that has all of the core features to get the job done. We especially value its automatic dunning system, the main dashboard for ARR reporting, and the one-click reports for our revenue entries. The integration of Chargify within our application further enhances its functionality. Overall, this is a great product and an excellent solution for our needs. Review collected by and hosted on G2.com.

The reporting function has room for improvement to enhance its utility. Additionally, there are several instances where users might need to seek support rather than resolving issues independently. Finally, the integration between Chargify and Maxio could benefit from further refinement to ensure smoother and more efficient operation. Review collected by and hosted on G2.com.

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.

It's really helped us with our invoicing process. It's nice to have the invoices generated to easily sync and send out. Plus it makes it easier to recognize revenue than the previous spreadsheet method we had been using Review collected by and hosted on G2.com.

We are a bit of a unique company and some of the reporting is confusing to get set up for all of our needs, we end up needing to piece together reports run with different settings/filters to get the complete information. We've also encountered some minor hiccups between our accounting GL and Maxio in terms of items and revenue recognition when there is something where we need to issue an invoice but revenue shouldn't be recognized. Most of these will work themselves out with more time on the system and deeper training, but after 6+ months of using it we would have hoped we weren't still encountering hiccups so frequently. Review collected by and hosted on G2.com.

It is a nice clean, and easy to use UI. The data we have has always been readily available to report on, build lists and find what you need quickly. We integrate with Hubspot and Quickbooks and have had no issues! Their support documentation and support team is top notch! Review collected by and hosted on G2.com.

It took some getting used to the 'transactions' but once it is explained it makes so much sense and makes things much easier to manage, edit and change as needed. Review collected by and hosted on G2.com.

Maxio helps us keep track of our revenue data. I use it almost daily for reporting and commission plans. Review collected by and hosted on G2.com.

I think the interface feels out of date. Could use a facelift. Review collected by and hosted on G2.com.

It is helpful to have various tabs to understand where to locate invoicing items to flag to various customers Review collected by and hosted on G2.com.

Sometimes it is hard to navigate multiple invoice because they don't automatically open in a new tab Review collected by and hosted on G2.com.

Most helpful is the ability to enter contracts; generate invoice schedule; manage products and sales tax and integrates with QB Review collected by and hosted on G2.com.

I dislike early terminations , overall its not ideal for our company but its not simple to do in Maxio Review collected by and hosted on G2.com.

Maxio allows me to bill our customers and review our revenue on a monthly basis. Also, the seemless integration with Stripe and QBO makes my job so much easier. Review collected by and hosted on G2.com.

The platform is so big and our business is so small comparatively that it seems like we're not using even half of the platform capabilities. Also, because there are so many functions it's easy to make a mistake. Review collected by and hosted on G2.com.