SaaSoptics Reviews & Product Details

I love that I can create transactions and invoices within a couple minutes. I can also see when they have opened or clicked on the invoices and whether or not they are being sent to the correct email address. It's very helpful for tracking expired transactions as well as the integration with Hubspot and Quickbooks is great for entering new customers into the sytem. Review collected by and hosted on G2.com.

It can take some time to figure out how to work all of the parts. It is a little complex and some areas of the invoicing are not always convenient because you have to go back and forth between QB and SaasOptics rather than just doing it all in SO. Review collected by and hosted on G2.com.

The flexibility of the system is amazing - they have thought about what a SaaS company needs. Some of our metrics are non-standard and SaaSOptics is able to accommodate them out of the box. Also, their pre-implementation training tools are a great primer into the system and their implementation and support people are excellent. Review collected by and hosted on G2.com.

The user experience could use some work - screen layouts and navigation make the system more challenging to use than it needs to be. Review collected by and hosted on G2.com.

Excellent product for SaaS billing although it takes some time to get underneath the nuances of the product so be prepared to invest some time to get 'under it's skin'. The KPI's and stats that come out are very good and a strong feature of the product.

Very good and responsive support. Review collected by and hosted on G2.com.

Some features are not as intuitive as you might think hence why you need to invest time to understand it. I'd strongly suggest that to get the most out of the product that your accounting package is one that has a direct link. Review collected by and hosted on G2.com.

The way you are able to see daily revenue and various reports that the higher levels are requesting.

This has reduced the need for many different excel sheets that I previously had to keep updated by hand, on a daily basis. Review collected by and hosted on G2.com.

When creating invoices, they get grouped together if they are built on the same day.

If the system could allow users to build a transaction, submit it, then build another transaction and submit it and allowing those transactions to be on separate invoices, all of my concerns would be solved.

(Or a toggle option to allow this because I assume that some would like this feature) Review collected by and hosted on G2.com.

Everything! No seriously, I love this program. I reviewed a bunch of other programs but nothing met our initial needs. Once we started using the solution we began discovering more functionality on what seemed like a weekly basis that just blew us away with what the solution could deliver us. Review collected by and hosted on G2.com.

Not much and it's really more around the UAT process. I had no idea in advance how complex the solution really is and I got frustrated that it wasn't more intuitive to use. That said, now that I've had a chance to use it extensively, I would advise anyone who uses this to make sure that they take the time to set learning expectations clearly and devote the time to truly learn the solution. Review collected by and hosted on G2.com.

The fact that is will reforecast the revenue on a change in the contract, while respecting the fact that a period is closed and it can't post to it. Review collected by and hosted on G2.com.

Stripe/QBO integration for multi currency doesn't work for the payment side. We had to find another solution. Review collected by and hosted on G2.com.

What I like best about SaaSOptics is the invoicing and reporting features. I really like the fact that I can get granular details on any of the customers I have set up in SaaSOptics and can generate the reports with ease. Review collected by and hosted on G2.com.

There isn't really anything I dislike about SaaSOptics, besides a slight learning curve, but once I learned it, it was very easy to use. Review collected by and hosted on G2.com.

1. The many capabilities available to classify revenues as needed for reporting and accounting requirements.

2. Support is VERY responsive! Very happy with that.

3. Also good support from higher level managers and engineers when we needed them. Review collected by and hosted on G2.com.

1. The complexity of the product. It's not very intuitive and since it's so complex (a necessary "evil"), there are plenty of ways to get into trouble (mess up billing, MRR, etc.)

2. There are unexpected results that demonstrate to me the product has some loose ends. Some glitches. Not many, but they're there.

3. The integration with NetSuite presents some difficult (unable to overcome so far) problems, such as: USD to CAD transactions, invoices and payments that cannot be corrected, sync issues that are unresolvable (again, so far - and it's been a few months).

4. The amount of time and effort migrating data from FreshBooks and configuring SaaSOptics to work the ways we need it to work. Review collected by and hosted on G2.com.

The cadences make invoice follow up easy and effective! Review collected by and hosted on G2.com.

The autopay option is controlled on the customer level. an improvement would be having the option to control autopay at another level such as the contract, or transaction level. Review collected by and hosted on G2.com.

Terrific tool for tracking and managing revenue recognition while staying compliant with ASC606. I have used SaasOptics for years and watched the tool evolve and improve year over year, and I have recommended it to multiple companies. Everyone I have worked with at SaasOptics, from sales team members to implementation and support and so on, has been very responsive and helpful. The customer support is a huge benefit. Review collected by and hosted on G2.com.

Finding and creating the right reports can be a little tricky to navigate sometimes, but only because the reporting system is very robust and has a huge array of reports that can be run and customized. It is also difficult to resolve certain errors (like mis-matched items). Review collected by and hosted on G2.com.

SaaSOptics is very powerful and integrates with all of the best tools in your ERP. Their customer service is also pretty top notch. There is so much to customize, and you can get very specific and detailed to match your company's needs. Review collected by and hosted on G2.com.

Along with its power and complexity comes difficulty with understanding exactly what you need to do. It is not the most intuitive platform I have encountered. However, this issue is mitigated by their strong customer support. Recently, they have assigned designated customer success representatives to each account, which has vastly improved the user experience. Review collected by and hosted on G2.com.

Saas is easy to use. syncs well with our Quickbooks account as well. I can easily find the accounts, and update info. I can edit transactions & invoices without hassle. Review collected by and hosted on G2.com.

If I'm doing bulk renewals of multiple deals it would be nice to have the invoice number generated be consecutive for each company. Review collected by and hosted on G2.com.

I love how fast SaaSOptics makes invoicing. We went from spending hours a day manually creating invoices in QuickBooks, to now only spending a few minutes point and clicking to send invoices out. The automation of the creation and sending of invoices has saved us so much time. I also love that is syncs to Salesforce and QuickBooks as a way to integrate systems. The click data on invoices is also very helpful as it helps us figure out which clients may have not received their invoices, etc. Review collected by and hosted on G2.com.

We are a cash based business, so much of the reporting is useless to us unfortunately. We were told SaaSOptics is suitable for cash business, and it definitely gets the job done, but it renders a lot of the reporting useless for our needs. I also wish there was more customization within the reports as I think that would fix our problem. Biggest issue though is the receipt of invoices on the customers end. Many customers are telling us their invoices went to spam or were not received. We have spoken with SO and Mandrill and were given ways to "holistically troubleshoot spam filters" but even whitelisting the IP address of the Mandrill server did not work. Many invoices go to spam both internally (BCC for records) and externally (clients) so sometimes creating the invoices is all that is really being done. When I have to go back and manually confirm with each client they received the invoice from SO, it defeats the purpose of trying to automate the process. We still save time on the creation of invoices being automated, but lose a lot of time chasing up invoices that went to spam. I wish SO had some advice on this issue or if there were content experts who knew what would be causing these invoices to be marked as spam. Review collected by and hosted on G2.com.

I have implemented the platform at 3 companies and it works just as well at $100k in ARR or $100M in ARR. It provides a very nice customer-centric view of all transactions making it very easy to manage subscription start and end dates, revenue recognition, MRR/ARR, churn, contraction, expansion and retention numbers. It provides both customer level and company level SaaS reporting and has a very robust reporting back end to generate just about everything you need. And the implementation and support teams are great! Review collected by and hosted on G2.com.

There is not much I dislike about the product, it pretty much does everything we need for a SaaS company. Review collected by and hosted on G2.com.

After the initial import and set of historical data, SaaS Optics made it very easy to manage the current subscriptions. Having the data in one place also lends itself to the use of their powerful metric dsahboards Review collected by and hosted on G2.com.

The learning curve on how to do many transactions is a bit steep, however, the implementation specialist was great and we were able to pick up at least 90% of it during the implementation. Review collected by and hosted on G2.com.

I would always love the cadence feature. It is the best and saved us lots of time. I also like the reports, those are really useful Review collected by and hosted on G2.com.

The integration with Stripe. It’s been 2 years and we still haven’t cleaned up most transactions due to different line items Review collected by and hosted on G2.com.

The transaction level detail, automated collections capabilities, and revenue reports are all great Review collected by and hosted on G2.com.

Creating new reports can be a little tricky, but the customer success team is extremely responsive with assistance Review collected by and hosted on G2.com.

The creation of future invoices and ability to automatically renew customers subscriptions makes my job much easier. Making changes to transactions is easy and updates are immediate. Report functionality is awesome and very useful at month end. Support is always quick to respond, knowledgeable, and issues are resolved in a timely manner. Having the ability to review all subscriptions, invoices, deferred revenue, recognized revenue for individual accounts at my finger tips is very useful Review collected by and hosted on G2.com.

Downside for me is the inability to run all accounting reports based on integrated company customer ID numbers. Review collected by and hosted on G2.com.

I like the flexibility to enter complex contracts and invoicing and SaaSOptics takes care of all of the invoice scheduling and the revenue recognition. Review collected by and hosted on G2.com.

Nothing so far ... but I haven't gotten into the reporting and we aren't live on the system yet. Review collected by and hosted on G2.com.

Very good people that understand technology and the business side. Good vision for the future as well as monthly improvements that have efficiency impacts on operations and key metrics. Tool considers all aspects of the order to cash process. Good approach for API allowed us to integrate with key systems like salesforce.com and build other integrations to complete our metrics picture for non-subscription revenue. Review collected by and hosted on G2.com.

They are still learning to address the nuances of customers with global operations, but the progress is visible. Review collected by and hosted on G2.com.

Very quick implementation, thorough training and everything is very customizable. Also, the price point is very reasonable. Review collected by and hosted on G2.com.

My only dislike is that SaaSOptics is only compatible with a few CRM products (Salesforce, Pipedrive, and Hubspot). Review collected by and hosted on G2.com.

The feature I like best is automatic revenue calculations for all existing customers and contracts. Revenue recognition might be possible with a spreadsheet if you have a handful of contracts. But once your company starts scaling, manual revenue recognition can become a nightmare. It's even worse once you start adding products or services, upselling, different terms, etc. Review collected by and hosted on G2.com.

SaaSOptics comes with a very detailed analytics report that contains all your SaaS metrics (MRR, churn, etc.). But when the report is exported into Excel, it's not the easiest to read with all that data. Takes a bit of formatting to become readable. Not too big a deal overall. Review collected by and hosted on G2.com.

Simple setup, decent flexibility, cost effective. Review collected by and hosted on G2.com.

Reporting and graphics UI can improve, they have a technical feel to them. Review collected by and hosted on G2.com.

The contract management tools make it so easy to set up billing for our clients in advance. No more monthly or weekly invoicing; set everything up for the term of the contract and you are done! Review collected by and hosted on G2.com.

There are honestly no down sides, love it Review collected by and hosted on G2.com.