Maxio Reviews & Product Details

The option for our customers to be able to manage their cards on their account and the flexibility with the API to build custom apps to interface with the system, its great. Also the customer service is always available and helpful and answers my questions quickly so its never a long session. Review collected by and hosted on G2.com.

The API can be tricky and the invoice grouping can be confusing when different cards are being used on the separate subscriptions within the group because it only shows the main card. Review collected by and hosted on G2.com.

I appreciate the section that displays MRR and provides insights. Review collected by and hosted on G2.com.

I am frustrated that I can't easily generate a list of customers who joined within a specific time frame and view their revenue. For instance, I would like to be able to see new customers who signed up between January and June, along with their individual revenue. Additionally, I want the ability to drill down further to see the number of products each customer purchased and the revenue linked to those purchases. I also want to be able to see the total dollar amount billed each month by customer without having to add it all up as they add products throughout the month. Review collected by and hosted on G2.com.

This is an effective tool for managing even the most complex SaaS subscriptions, as it is capable of handling all the intricacies involved in B2B subscriptions. The support team is excellent—always helpful and quick to respond. The integrations we used with CRMs Pipedrive and Hubspot were easy to set up and worked well. Review collected by and hosted on G2.com.

Setting up billing takes a considerable amount of time, and overall, the system tends to be quite slow to operate. However, this issue can be somewhat alleviated by using bulk Excel uploads. The implementation process was not very smooth, as the consultant assigned to us lacked sufficient knowledge of the system. Additionally, they require you to purchase support hours in bulk for any configuration, which can turn a task that should only take about an hour into an expense of over $1000. The knowledge base contains material for both SaaSoptics and Chargify with no way to filter between the two, making it difficult to use. Review collected by and hosted on G2.com.

Great for syncing with our GL, automating expense tracking, and aggregating that into financial summary reports. It's also quite customizable so we've been able to accomplish most of our goals with effort. Review collected by and hosted on G2.com.

Maxio has some really good features in Advanced Billing (formerly Chargify) and Maxio Core (formerly Saasoptics) but when you want to launch both a B2B sales led motion and product motion (sign-up from our website) it gets a little complex trying to sync all the data between the 2 systems and your CRM. Would be great if we only ran a B2B Sales Motion or just a B2B product motion but running both and using both of those billing systems gets a little complex and makes doing pricing updates, product catalog updates, etc a more onerous process. Review collected by and hosted on G2.com.

customer support has been lights out amazing recently! Review collected by and hosted on G2.com.

Maxio still has a ways to go in terms of reporting and process efficiencies before I could say that I would go with Maxio again at my next startup. Right now we don't believe the value is there for the subscription and are starting to scope out a replacement. The shortfall on the reporting side cannot be understated as that's where a lot of the perceived value was coming from when we originally joined 2+ years ago.

Maxio recently had an audit prep webinar in which they incorrectly showcased reports that do not consolidate properly when there are diff currencies. I stated this on the chat and was subsequently censored on the customer facing webinar....how bad does that make Maxio look?! This was all recorded on my end as well. I shared internally with leadership and it just places so much doubt on Maxio's future. Review collected by and hosted on G2.com.

It allows us to view payments from Stripe and PayPal into one platform. We are able to modify the subscriptions there, update customer information, and it is much easier to send invoices.

Their Support Team is very helpful as well! Review collected by and hosted on G2.com.

When you search for a customer's name on the search bar, different customers appear in the results. So you have to go to the Customer Tab to ensure that you can locate the customer you're looking for.

There seems to be different maxio pages for each purchase whereas it would be easier to have a single page where you can find all of the customer’s purchases with the exact product name rather than a generic one. 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. We recently implemented Maxio Payments and have experienced some issues with the UI as well as how the platform handles rejected payments. Review collected by and hosted on G2.com.

I have been using Chargeify since February 2017 and transitioning to Maxio in the past eighteen months has been beneficial for handling subscription billing in our SaaS company. I appreciate that it's easier to capture subscription-based billing compared to our previous system, Xero, allowing for more efficient billing processes. The platform was familiar since some of our colleagues had used it before, which made the transition smoother. I am very happy with the subscription-based billing capabilities of Maxio, which include streamlined revenue recognition reporting and an easy setup for SaaS subscription billing. The subscription billing and dunning processes are particularly useful and are used extensively. Additionally, I like that Maxio is integrated smoothly with our Salesforce instance. This integration enriches our workflow without requiring additional billing software. Maxio's ease of use and efficient billing system are compelling factors that would encourage me to repurchase the platform. On a recommendation scale of 1 to 10, I would rate Maxio a solid 10, as it significantly benefits our operations. Review collected by and hosted on G2.com.

The setup of Maxio is quite challenging and requires a significant level of effort. This is especially true if data migration is involved. Ensuring clean data is crucial, and it seems like a time-consuming process upfront. Additionally, I find the tracking of contractions and expansions for accounts to be an area that could use improvement, as it might enhance the overall experience and functionality. Review collected by and hosted on G2.com.

I appreciate how well-organized Maxio is, and it produces good summary tables and spreadsheets that really benefit my work in accounting. The ability to print out spreadsheets and tables is particularly useful, as well as searching for customer information and handling invoices efficiently. Once I got the training, the setup was fine, which demonstrates the effectiveness of their training in making the software manageable. I rate the product a nine out of ten for recommendation, indicating my high satisfaction with its features and performance. Review collected by and hosted on G2.com.

I feel that the interface of Maxio (formerly SaaSOptics and Chargify) could be more user-friendly. I would appreciate some buttons that give a basic explanation of what is needed. The setup required a little bit of training, which might be a challenge for some users initially. Review collected by and hosted on G2.com.

Maxio is a comprehensive system that allows us to seamlessly invoice and track all revenue requirements including ARR. The integrations between Quickbooks and Hubspot are key to ensuring we have accurate information across all systems. We use Maxio daily and it is a key piece of our accounting processes. Once you understand the system it is easy to follow but can be tricky to wrap your head around in the beginning.

Mitchell was our onboarding specialist and I still remember his patience and professionalism. Review collected by and hosted on G2.com.

I find myself having to export to excel often and move report around.

When selling through partners and the channel it can become difficult to use pre-canned reports and have to do manual work arounds.

The product is expensive but am able to justify the spend. Review collected by and hosted on G2.com.