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Maxio (formerly SaaSOptics and Chargify) Reviews & Product Details - Page 71

Maxio (formerly SaaSOptics and Chargify) Overview

What is Maxio (formerly SaaSOptics and Chargify)?

At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics. We believe that in order for SaaS companies to unlock their next stage of growth, their financial operations tech stack must strike the right balance between flexibility, which allows them to pivot quickly in an ever-changing market, and complexity, which supports them as they scale their business, operations, and monetization strategies. No matter how complex your requirements are, Maxio will automate the full spectrum of your subscription lifecycle—from billing and invoicing to ARR management to revenue recognition–all in a single, unified system that allows you to generate custom reports that your investors will love. Maxio is taking finance farther so businesses can go faster.

Maxio (formerly SaaSOptics and Chargify) Details
Product Website
Languages Supported
English
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Product Description

Maxio empowers growing B2B SaaS leaders to monetize their business and uncover critical financial insights in an unpredictable market.


Seller Details
Seller
Maxio
Company Website
Year Founded
2009
HQ Location
Peachtree Corners, Georgia
Twitter
@WeAreMaxio
4,983 Twitter followers
LinkedIn® Page
www.linkedin.com
233 employees on LinkedIn®
Description

Maxio is a leading provider of subscription management and billing software designed to help SaaS and subscription-based businesses optimize their revenue operations. Their platform offers advanced tools for subscription billing, revenue recognition, financial reporting, and churn management, empowering companies to automate complex billing workflows and improve cash flow. With powerful analytics and integrations, Maxio enables businesses to scale effectively while maintaining financial accuracy and compliance.


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Overview Provided by:

Recent Maxio (formerly SaaSOptics and Chargify) Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Maxio has increased the efficiency and accuracy of the Finance function"
Maintaining the accuracy of our Financial Reporting while helping us manage our upcoming renewals. In addition it has made the audit of revenue and...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"easy to learn and understand"
easy to understand, update webinars every month about new features
Verified User
E
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"weekly SaaS Optics user"
quick access to monthly revenue projections
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Maxio (formerly SaaSOptics and Chargify) Media

Official Interactive Demo

Maxio (formerly SaaSOptics and Chargify) demo available

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Video Reviews

710 Maxio (formerly SaaSOptics and Chargify) Reviews

4.3 out of 5
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Maxio (formerly SaaSOptics and Chargify) Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Maxio (formerly SaaSOptics and Chargify)Question

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
CB
Annual Giving Manager
Museums and Institutions
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Chargify was easy to implement and integrate with Wufoo, and their customer support is responsive to urgent issues. We can also set up recurring donations to all occur on the same day, which really streamlines our batch reporting. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

Chargify is only an intermediary - acting as the credit card processor for our online giving platform. While the current set up is workable and low-cost, we would rather have a platform that can do it all - host web forms AND process the transactions. Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

Great software if you just need a credit card processors that integrates with an existing online giving platform. If you're looking for something that does both - and more - I'd highly recommend looking into MobileCause. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

Chargify allows us to accept and promote online giving. Review collected by and hosted on G2.com.

EN
Account and Customer Success Manager
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

It is a very simple set up process for recurring payments. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

The reporting is very limited for our needs. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

Recurring payments are tricky, we need to have our customers be as autonomous as possible. Charfigy gets us one set closer to self-service. Review collected by and hosted on G2.com.

PB
Vice President - Client Services
Online Media
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

It was easy to implement and we have found the managment of our user accounts very simple and straightforward. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

There is nothing we really have come across yet that we find as a showstopper.

Although easily changing the look and feel of the purchase page (where the customer enters their credit card info) is limited and hard to keep in a manner close to our brand guidelines. Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

It was easy to set up and easy to manage once it was live. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

We are trying to help brands and publishers produce great digital content for their audiences. Review collected by and hosted on G2.com.

DJ
Advisor
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Chargify is a great service to handle all of your SAAS billing needs. We've been using Chargify for the last three years, and it's worked perfectly during this time. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

When we started with Chargify three years ago, they were missing some key features, but since then they've added all the features we need. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

We use Chargify to handle all of our recurring billing for our SAAS solution. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Chargify really does make it easy to manage my subscriptions for my SAAS company. I can set pricing for subscriptions and ala carte items by many parameters. Its a breeze to create to new products on the fly also.

Although the analytics are a bit basic, they give me the high level detail I need in a very accessible way. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

Unlike products like Stripe, Chargify must be connected to a payment gateway. It would be really great if I could manage my subscriptions and payments from the same application. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

Subscription and promotion management. Review collected by and hosted on G2.com.

JA
Membership Director
Retail
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Chargify has an extremely user friendly platform. I like the dashboard view allows us to see Revenue Performance and Sign Ups from first glance. The reporting is pretty neat as well. It is very easy to do the things we do on a daily basis--issue refund, update customer and billing information, alter and adjust subscriptions, etc. Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

There isn't much that I dislike about Chargify. Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

It is very easy to train other employees on how to use Chargify. Once you have setup your products the rest can be automated which saves us an incredible amount of time. If you haven't already pull the trigger and get Chargify! You will not regret it. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

We are continuing to improve our customer service. The email settings allow us to target specific customers and better stay in touch with them in a seamless, efficient way. Review collected by and hosted on G2.com.

JG
Project Manager
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

- The speed and security of the platform

- The light CRM elements that aided issue tracking for our accounts and retention managers

- Macro reports on the dashboard allowed us to easily 'check the pulse' of our growing revenue Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

- We were not using the Salesforce integration because it was limited in functionality Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

Look up the latest integrations with Chargify to see if your CRM communicates well with it. I know that having a full, two-way Salesforce integration would have boosted efficiency and improved account management significantly. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

On a phone sales floor that regularly processed upwards of $50k in sales weekly, the speed, security and reliability of Chargify facilitated a high number of quality real-time credit card transactions. Review collected by and hosted on G2.com.

JB
Director of Product Development
Professional Training & Coaching
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Chargify is more complete than many other subscription management services.

- Email integrations

- Detailed data about subscribers/subscriptions

- Huge choice of payment gateways and processors

- Support for ecommerce merchants - different than most saas billing platforms

Great support:

- The founder of the company answers most sales calls and blog comments

- Most requested features get built first Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

The pricing is higher than other alternatives, but they don't take a percentage of sales like most of their competitors.

Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

1. Be very careful to evaluate how much you'll end up paying in percentage-of-transaction fees for other providers like Recurly and Zuora. This is all free on Chargify...

2. Get a test sandbox on Chargify and give it a thorough trial to ensure it meets all your requires. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

I needed a simple way to charge for recurring ecommerce orders. It had to be a custom solution built via API with my shopping cart, and Chargify was the easiest integration and had the most rapid support response. They are extremely developer friendly, and have libraries for many frameworks. Review collected by and hosted on G2.com.

Verified User in Internet
AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

- API is intuitive and easy to implement

- Also supports hosted web pages for quick deployment

- Decent feature support for various subscription models

- Responsive support

- Nice merchant control panel Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

- Does not support subscriptions with future start dates using direct post payment forms

- Does not natively support future one-time charges using direct post payment forms

- A bit pricey compared to some competitors Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

Definitely a company worth considering even at the higher price. API is powerful and easy to implement. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

SaaS niche website hosting service. Review collected by and hosted on G2.com.

MD
Founder & President
Internet
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Maxio (formerly SaaSOptics and Chargify)?

Full featured platform, including multiple environments, products and customizable options. And test mode! Review collected by and hosted on G2.com.

What do you dislike about Maxio (formerly SaaSOptics and Chargify)?

Pricier than alternatives, and the management UI can be confusing, since there are so many options. Review collected by and hosted on G2.com.

Recommendations to others considering Maxio (formerly SaaSOptics and Chargify):

Evaluate the pricing and options compared to competitors (especially as you scale), but this is a no-brainer when you need to handle recurring or subscription payments for your business. Review collected by and hosted on G2.com.

What problems is Maxio (formerly SaaSOptics and Chargify) solving and how is that benefiting you?

We implemented Chargify for recurring subscription payment management. They handle the variety of scenarios we needed:

- separate environments for development, testing, and production;

- test gateways; customer management; multiple products per environment;

- customer-selected optional features

- optional features can be quantity-based or usage-based

- full integration with Authorize.Net Review collected by and hosted on G2.com.