Maxio Reviews & Product Details

I like that Maxio is an all-in-one platform. The accounts receivable (AR) function is particularly valuable because it makes it easier to find actual invoices that are outstanding or closed, helping us know how many and what type of deals we're selling. I also appreciate the written-out timeline view, which is good to see where people are at and what projects are still open. Review collected by and hosted on G2.com.

I think the amount of bolt on and add ons that you need to use all of the functions is frustrating. Right now, we have to bring in Maxio advanced billing and pull from multiple different accounts to get into the system. The ability to use one system would be great. Also, the initial setup was a bit laborious, with a lot of steps and check-in calls, making it a longer process than expected. Review collected by and hosted on G2.com.

I like the flexibility of Maxio. The key is that it can handle pretty much any sort of transaction via API. It was great for cross-platform integration by tying into our existing server backend, allowing multiple payment points for users. This means users can check out for extras via the app or the website without getting bottlenecked in a traditional checkout cart. It allows us to implement payments in the way we think our customers need, rather than having to route everyone to a singular checkout or storefront. Review collected by and hosted on G2.com.

The lack of a quick and easy checkout cart function that didn't require full-time developer implementation was a downside. We needed something preformed and ready to use, but Maxio required an involved and technical setup process. We also wished for better integration with platforms like WordPress and our CRM system. Review collected by and hosted on G2.com.

I use Maxio for keeping track of all my clients' invoices and subscription details. What I like most about Maxio is the ease of being able to look up an invoice or subtask subscription really easily while I'm on a call with a client. I can review an invoice quickly, within about two minutes, and access contact information easily. The platform is really easy to use. The initial setup was very easy for me, and I could access Maxio and review subscriptions and invoices from the first day. Review collected by and hosted on G2.com.

I think one thing that doesn't work well with Maxio is having so many different options. Sometimes I don't know what those options are, and I click on those options, and it will tell me, like, hey. You don't have access to this part of Maxio. I guess the lack of information on what each tool represents. It would be helpful if we could toggle over it and get a snippet of what it means. Review collected by and hosted on G2.com.

I really appreciate Maxio for making it easy to access and manage each customer with a good record of tracking and editing. I find the ability to handle billing, edit billing periods, and manage credit cards, like adding or removing them, very helpful. The automation features, especially for controlling credit card sign-ups, are a big part of what I need and they make my day a lot easier. Overall, the features stand out for me. Review collected by and hosted on G2.com.

Nothing particularly. I think it would be helpful to add a clearer layout of all customer accounts, like an overview. Maybe some more tracking and reporting on that. Review collected by and hosted on G2.com.

I really like how Maxio allows us to track license data. This is incredibly helpful for staying ahead of renewals and managing communications that need to happen in other systems. It helps us stay on top of renewals, reduce churn, and manage account responsibilities efficiently. I also appreciated how Maxio seemed to have better tools and features compared to our previous product, Chargeify. Additionally, the initial setup of Maxio was not too difficult, it was pretty easy. Review collected by and hosted on G2.com.

I think Maxio can do a little bit better in expanding to a more robust MCP. So we can connect tools like Claude to have conversations with it and extract data in different forms. Review collected by and hosted on G2.com.

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.

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.