The platform has solid core capabilities and, on paper, covers many of the requirements you’d expect from a CPQ and billing solution in their respective areas. It could work well for organisations whose products and processes align closely with what Maxio can accommodate. Review collected by and hosted on G2.com.

Our experience with support, accountability, and issue ownership was deeply frustrating. During a prolonged and complex engagement, responsibility was frequently pushed back onto us as the customer, even when we provided documentation and evidence to the contrary.

Rather than acknowledging where processes or guidance could have been improved, much of the communication focused on what we allegedly hadn’t done. Compared to other platforms we’ve worked with, there was limited reflection on Maxio’s role in the challenges we faced, which significantly slowed resolution and eroded trust.

System capability is one thing, but how a vendor partners with customers when things go wrong is just as important—and this is where the experience fell short.

My recommendation to everyone considering Maxio is that they should not evaluate not just the feature set, but also how the vendor handles accountability, support, and ownership during complex or edge-case scenarios. Make sure expectations around responsibility, escalation, and support quality are clearly defined upfront. 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.

I like how Maxio is organized and efficient for billing purposes. I appreciate that it helps with the organization of billing, sending invoices, and looking up contract information. I primarily use the transactions and payments features to keep track of people's contracts and whether they have paid or not. Also, the initial setup was pretty easy. Review collected by and hosted on G2.com.

I find Maxio looks pretty outdated, which makes it hard to learn and navigate. It also doesn't allow us to have a billing portal for our clients. Review collected by and hosted on G2.com.

I find Maxio to be a one-stop solution for managing all credit card customers, which is really helpful. I like how it handles refunds, prorated refunds, and charity discounts. The automation of workflows in these areas is particularly valuable to our organization because we wouldn't have another way to process refunds at such a scale. The initial setup of Maxio was perfect, I would rate it a 10/10. Review collected by and hosted on G2.com.

No complaints. Review collected by and hosted on G2.com.

Maxio is an excellent all-in-one platform for managing our invoices and receivables. Review collected by and hosted on G2.com.

When you navigate away from the page and come back, the invoice list setting does not stay as you left it. 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.