Maxio Features

Based on 236 Maxio reviews. Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty 219 reviewers of Maxio have provided feedback on this feature.

Based on 257 Maxio reviews. Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category This feature was mentioned in 226 Maxio reviews.

Track payments received for products that haven't be delivered yet 288 reviewers of Maxio have provided feedback on this feature.

Based on 292 Maxio reviews. Recognition rules to accrue revenue on a daily or monthly basis

As reported in 304 Maxio reviews. Provide multiple payment terms per customer or contract

As reported in 297 Maxio reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage

As reported in 286 Maxio reviews. Manage customer specific pricing as well as coupons, discounts, and gift plans

Based on 362 Maxio reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.

Based on 307 Maxio reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.

Based on 344 Maxio reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.

Based on 205 Maxio reviews. Allows users to temporarily or permanently block potential fraudsters.

Based on 318 Maxio reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices.

Based on 233 Maxio reviews. Define escalation processes to suspend service for unpaid invoices.

Based on 276 Maxio reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.

Based on 297 Maxio reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue.

Based on 325 Maxio reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.

Based on 187 Maxio reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Based on 209 Maxio reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected

Based on 215 Maxio reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized

Provide standard invoice templates that can be customized by users 195 reviewers of Maxio have provided feedback on this feature.

As reported in 199 Maxio reviews. Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals This feature was mentioned in 196 Maxio reviews.

Allow users to consolidate multiple invoices into one This feature was mentioned in 179 Maxio reviews.

Ability to create multiple types of invoices This feature was mentioned in 179 Maxio reviews.

Manage invoicing for different types of products or services This feature was mentioned in 193 Maxio reviews.

Based on 203 Maxio reviews. Provide integration with accounting and financial management software

As reported in 190 Maxio reviews. Integrates with other payments software

As reported in 169 Maxio reviews. Deliver integrations with accounting modules of ERP systems

Based on 135 Maxio reviews and verified by the G2 Product R&D team. Integrate with payment processing software and payment gateways.

Based on 135 Maxio reviews and verified by the G2 Product R&D team. Integrate with financial management systems such as accounting and ERP.

Based on 128 Maxio reviews and verified by the G2 Product R&D team. Integrate with software that manages customers, sales, and marekting.

Based on 118 Maxio reviews and verified by the G2 Product R&D team. Manage open opportunities for new or existing customers.

Based on 130 Maxio reviews and verified by the G2 Product R&D team. Track all open and closed orders by customer, or by product and plan.

Based on 117 Maxio reviews and verified by the G2 Product R&D team. Identify opportunities to upsell and cross sell based on product usage.

Based on 140 Maxio reviews and verified by the G2 Product R&D team. Plans can be renewed automatically or manually, when changes are required.

Based on 107 Maxio reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.

Based on 97 Maxio reviews. Create deals that combine multiple products and plans, with differrent pricing

Based on 121 Maxio reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.

Based on 106 Maxio reviews and verified by the G2 Product R&D team. Ability to group standard plans and products to create bundles

Based on 127 Maxio reviews and verified by the G2 Product R&D team. Assign standard monthly and yearly prices to products, plans, and packages

Based on 124 Maxio reviews and verified by the G2 Product R&D team. Define standard and custom discounts that can be applied to one or more products and plans

Based on 143 Maxio reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.

Based on 127 Maxio reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.

Based on 139 Maxio reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.

Based on 136 Maxio reviews and verified by the G2 Product R&D team. Provide the option to combine recurring, one-time, and usage based billing

Based on 81 Maxio reviews. Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand This feature was mentioned in 79 Maxio reviews.

As reported in 83 Maxio reviews. Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

As reported in 80 Maxio reviews. Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users 80 reviewers of Maxio have provided feedback on this feature.

Allows users to analyze subscription data by product, time period, type of contract, etc. This feature was mentioned in 80 Maxio reviews.

Provides insights that can be used to improve sales and revenue 79 reviewers of Maxio have provided feedback on this feature.

Based on 15 Maxio reviews. Track customer's usage data based on the services they have subscribe to

Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs This feature was mentioned in 15 Maxio reviews.

Create and send usgae based reports such as product usage, free units, etc to clients 15 reviewers of Maxio have provided feedback on this feature.

Provide standard document templates for Invoice, payment, refund and contracts This feature was mentioned in 15 Maxio reviews.

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 15 Maxio reviews.

Automatically generates invoices based on the service usage 15 reviewers of Maxio have provided feedback on this feature.

As reported in 15 Maxio reviews. Allow users to consolidate multiple invoices into one

Based on 15 Maxio reviews. Ability to create multiple types of invoices

Based on 15 Maxio reviews. Manage invoicing for different types of products or services

Based on 15 Maxio reviews. Provide integration with accounting and financial management software

As reported in 15 Maxio reviews. Integrate with payments software to facilitate payments

Deliver integrations with accounting modules of ERP systems 15 reviewers of Maxio have provided feedback on this feature.

Based on 19 Maxio reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases 19 reviewers of Maxio have provided feedback on this feature.

As reported in 18 Maxio reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation This feature was mentioned in 19 Maxio reviews.

As reported in 19 Maxio reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 16 Maxio reviews.

Ability to break down and plan multi-step processes This feature was mentioned in 16 Maxio reviews.

Works across multiple software systems or databases 16 reviewers of Maxio have provided feedback on this feature.

Improves performance based on feedback and experience 16 reviewers of Maxio have provided feedback on this feature.

Based on 15 Maxio reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 31 Maxio reviews.

Ability to break down and plan multi-step processes 31 reviewers of Maxio have provided feedback on this feature.

Works across multiple software systems or databases 31 reviewers of Maxio have provided feedback on this feature.

Based on 31 Maxio reviews. Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input 37 reviewers of Maxio have provided feedback on this feature.