--- title: SAASTEPS Revenue Lifecycle Management Reviews meta_title: 'SAASTEPS Revenue Lifecycle Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how SAASTEPS Revenue Lifecycle Management works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 11 scale: '5' date_modified: '2026-07-12' parent_category: name: E-Commerce url: https://www.g2.com/categories/e-commerce --- # SAASTEPS Revenue Lifecycle Management Reviews **Vendor:** SAASTEPS **Category:** [Subscription Management Software](https://www.g2.com/categories/subscription-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 11 ## About SAASTEPS Revenue Lifecycle Management Revenue Lifecycle Management for Salesforce CRM Customers Reimagine the way you think of your Salesforce CRM, Salesforce CPQ, or if you are considering Salesforce Revenue Cloud. SAASTEPS offer a 12+ Year in development All-in-One Revenue Lifecycle Management solution suite. We extend your Sales Cloud License and activate an entire Revenue Lifecycle that eliminates siloed revenue processes. Not only is this technology robust, but it is also 100% declarative to admin. This means your current Salesforce Admin can be taught to complement implement SAASTEPS. You are not required to use an outside consultant but if you need one SAASTEPS has certified consultants that understand Salesforce/SAASTEPS. Are you like us looking for an affordable, robust, standardized Revenue Lifecycle Managment suite that bring together your marketing, sales, operations, customer success, finance, and renewals all in one easy-to-use app? Then please stop by we offer 3-Month Trials. ## SAASTEPS Revenue Lifecycle Management Discussions - [What is SAASTEPS CPQ + Revenue Management used for?](https://www.g2.com/discussions/what-is-saasteps-cpq-revenue-management-used-for) - [View SAASTEPS Revenue Lifecycle Management pricing details and edition comparison](https://www.g2.com/products/saasteps-revenue-lifecycle-management/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A24%3A39+-0500&secure%5Bsession_id%5D=dbf6d758-455b-430b-ab80-c7db8cf86884&secure%5Btoken%5D=1adc66bfdd35138c63eefc2d62ad43ede442ff5eed81dc3c1711f01b49028bb9&format=llm_user) ## SAASTEPS Revenue Lifecycle Management Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling - Revenue Recognition **Customer Requirements** - Quoting - Configuration - Pricing **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration - Debit/Credit Card Processing - Online Payments - Partial Payments - In-Person Payments - Digital Wallet Payments **Bill Generation** - Templates - Digital Billing - Recurring Billing - Hourly Billing - Contingency Billing - Project Billing - Multi-Period Recurring Billing - Recurring/Subscription Billing - Deferred Billing **Order Management** - Opportunities - Order History - Upsell & Cross-sell - Renewals **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering - Dynamic Pricing **Contracts** - Creation - Negotiation - Execution **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 - Payment Gateway Integration - ACH Payment Processing - Cryptocurrency Processing **Bill Processing** - Consolidation - Batch Invoicing - Management - Compliance Management - Purchase Order Management - Document Management - Email Management - Client Management - Dunning Management - Master Data Management - Refund Management - Discount Management - Sales Tax Management - Subscription Management - Recurring Invoicing - Billing & Invoicing **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles - Sales Tax Management - Alerts/Notifications - Customizable Reports **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Revenue Optimization ** - Forecasting - Promotion Programs - Pricing Optimization - Re-evaluation - Demand Forecasting **Revenue** - Invoicing - Matching - Recognition **Payment Options** - Multi-Currency - Self Service Portal **Integration** - Accounting - Payments - ERP - Mobile Payments - CRM **Pricing** - Standard Price - Discounts - Optimization **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs - Accrual Accounting **Security** - POS Verification **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types - Recurring/Subscription Billing **Agentic AI - Billing** - Autonomous Task Execution **Additional Functionality** - File Encryption - Reporting & Statistics - Alerts/Notifications - Contact Database - Third-Party Integrations - AI Copilot - File Sharing - Purchasing & Receiving - Multi-Language - Activity Dashboard - Customizable Invoices - Real-Time Reporting - Credit Card Processing - Quotes/Estimates - Fraud Detection - Real-Time Data - Generative AI - Dynamic Pricing - Credit Note - Duplicate Detection - Invoice History - Reminders - Billing Portal - Accounting Integration - Backup and Recovery - Customizable Branding - Bulk Send - Invoice Creation - Time & Expense Tracking - API - Customizable Reports - Projections - Multi-Currency - Event Logs - Invoice Processing - Automated Receipt Matching - Tax Calculation - Payment Processing - Data Import/Export - Real-Time Analytics - Client Portal - Email Reminders - Mobile Access - Bank Reconciliation - Transaction History - Customer Accounts - Customizable Fields - PCI Compliance - Audit Trail - Multiple Payment Options - Self Service Portal - ACH Payment Processing - Third-Party Integration - Payment Tracking - Batch Processing - Approval Workflow - For Small Businesses - Tax Compliance - Workflow Automation **Additional Functionality** - Productivity Tools - Point of Sale (POS) - Revenue Management - Cash Flow Management - Multiple Data Sources - Recommendations - Alerts/Notifications - Billing Rate Management - KPI Monitoring - Inventory Control - Billing & Invoicing - Inventory Management - Self Service Portal - Behavior Tracking - Status Tracking - Generative AI - Drag & Drop - Booking Management - Multi-Channel Management - Financial Management - Electronic Payments - Performance Metrics - Promotions Management - Price/Margin Management - Real-Time Updates - Trend Analysis - For Airlines - Visual Analytics - Purchasing & Receiving - Reporting/Analytics - Multi-Currency - Order Management - Sales Reports - Financial Analysis - Quotes/Estimates - Third-Party Integration - For Hospitality Industry - Competitive Analysis - Dashboard - Historical Trend Analysis - Discount Management - Inventory Tracking - Customer Management - Yield Management - Compliance Management - Invoice Management - AI Copilot - Recurring/Subscription Billing - User Management - Price and Cost Calculations - Financial Reporting - Contract/License Management - Customizable Rules - Transaction Monitoring - Cost Tracking - Workflow Management - Transaction History - Activity Dashboard - Expense Tracking **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Platform** - Accounting integration - E-commerce Integration **Integration** - Payments - Accounting - CRM & Sales **Additional Functionality** - Data Synchronization - Transaction Monitoring - Purchasing & Receiving - Contactless NFC - Offline Access - Electronic Signature - PCI Compliance - Credit Card Management - Fraud Detection - SSL Security - Mobile Access - Generative AI - Returns Management - Discount Management - Reminders - Barcode/Ticket Scanning - Reporting & Statistics - Recurring/Subscription Billing - Compliance Management - Transaction History - Mobile Card Reader - Sales Tax Management - Customer Database - Receipt Management - Customizable Branding - Invoice Management - Cash Management - Remote Access/Control - Multi-Location - Sales Trend Analysis - CRM - Gift Card Management - Sales Reports - AI Copilot - Multiple Payment Options - Loyalty Program - Status Tracking - Alerts/Notifications - Activity Dashboard - Expense Tracking - Data Security - Payment Links - API - Payment Fraud Prevention - Payment Reconciliation - Data Import/Export - Search/Filter - Real-Time Data - Billing & Invoicing **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making - Accounting Integration - Third-Party Integrations - Multi-Language **Additional Functionality** - Billing & Invoicing - Data Visualization - Customizable Fields - Revenue Recognition - Cancellation Management - Real-Time Data - Search/Filter - Summary Reports - Contact Database - CRM - Customer Profiles - Generative AI - Client Portal - API - Customer Database - Access Controls/Permissions - Tax Management - ACH Payment Processing - Usage Tracking/Analytics - Data Import/Export - Product Catalog - Discount Management - Revenue Management - Invoice Management - Reporting & Statistics - Customizable Branding - Billing Rate Management - Customizable Templates - AI Copilot - Real-Time Analytics - Multi-Currency - Invoice Processing - Self Service Portal - Subscription Plan Management - Order Management - Customer Accounts - Activity Dashboard - Real-Time Reporting - Credit Card Processing - Reminders - Dunning Management - Subscription Management - Enrollments/Onboarding **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top SAASTEPS Revenue Lifecycle Management Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,761 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [Maxio](https://www.g2.com/products/maxio/reviews) - 4.3/5.0 (817 reviews)