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En savoir plus sur Maxio

Maxio est une plateforme d'opérations financières pour les entreprises SaaS B2B.

En savoir plus sur Maxio

Avantages :

It's easier to make mid term changes and to track revenue growth as well as projecting future revenue based on transactions and auto-renewals.

Inconvénients :

There are a lot of features but I often have trouble figuring out where to go or what reports I need.

Maxio - Notes

Note moyenne

Facilité d'utilisation
4,1
Service client
4,4
Fonctionnalités
4,1
Rapport qualité-prix
4,1

Probabilité de recommander le produit

7,9/10

Maxio a reçu une note globale de 4,4 étoiles sur 5 d'après 248 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (248)

Loris
Loris
Inde
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : GetApp

Best Till Date

5,0 il y a 8 ans

Commentaires : It is a great app. I can totally rely on it. Compare to other apps, it's quick, efficient, I love how easy it is to manage the funds with it! Also, it integrates really well with the other tools we use. It has quick responsive services. Must say this is great service. Very relaxing and easy.

Avantages :

Chargify’s Revenant billion answer is ideal for small scale and midsize growing corporations. It offers mobile dedicated app for iPhone and for iPad device users, not like different similar tools. The client support of Chargify offers phone, on-line and mail support for users. The Revenant charge platform supports integration with Salesforce not like different similar tools. The Revenant billion answer offers yearly, quarterly and monthly charge cycles feature. Chargify doesn’t supply any mobile dedicated app for robot smartphone and pill users.

Inconvénients :

The continual charge resolution doesn’t supply intelligent funds routing feature like different similar tools. The customer-bound mail feature of Chargify isn't extremely customizable like different similar tools.

Bob
VP-Finance (É.-U.)
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées précédemment :

SaaSOptics - The Perfect Fit for our Subscription Needs

5,0 il y a 4 ans

Commentaires : Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an automated system in place was solved immediately. Since then it's only gotten better. It was kind of like not realizing we had a headache until it went away. The more we use the SaaSOptics platform the more we find out it can give us, from ARR to Churn to Invoicing, to collections and more. We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access to people who really know the product and can advise us on how to achieve our goals for using the platform.

Avantages :

Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself.

Inconvénients :

It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do.

Bolortuya
Business Operations Manager (Canada)
Logiciels, 2–10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Maxio review

5,0 il y a 2 mois Nouveau

Commentaires : It was a good experience, the implementation team was great and really helpful.

Avantages :

Maxio allows us to integrate with our other core services like QBO and Hubspot, also it better tracks our yearly and monthly reoccurring revenue.

Inconvénients :

Since the platform is massive it is hard to learn and navigate, a steep learning curve.

Daniel
CEO (É.-U.)
Gestion de l'enseignement, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées précédemment :

10 months of an onboarding nightmare

1,0 il y a 10 mois

Commentaires : I didn't have enough room for all of the cons:Onboarding checklist in Guide CX had items with no resources and wasn't even applicable to our business. We found it nearly impossible to get in touch with management when our implementation consultant for the first 6 months was negligent. The only way anything got done is if WE took meeting notes and emailed action items to the Maxio team. We spent 10s of hours migrating customers individually and asking them to re-submit cc details because Maxio said bulk migration was clunky and not recommended. Product catalog was built incorrectly due to negligent Maxio employee and had to be completely rebuilt. No revenue visibility for 8 months other than lump sum. SaasOptics is a nightmare and QB integration is even worse. Simple revenue report not included in our $600/month plan. Javascript required for any signup page customization. For more complicated products with multiple components or billing scenarios, testing was limited. With an API as complicated as Maxio's, we really needed a feature like Chargebee's "time machine" to ensure proper functioning. The only way to triage our clients' tech issues was by asking them to complete technical tasks beyond their understanding (screenshotting their browser console). We weren't instructed that we needed to enable 3D Secure in Braintree, which lead to a host of client issues with the public signup pages, multiple support tickets dragged out over weeks, and thousands in lost revenue.

Avantages :

- The Maxio interface (excluding SaaSOptics) is clean.- Our experience was so bad that it pushed us to find another solution and we found Chargebee. They have been amazing and have accomplished in 4 weeks what took Maxio 10 months.

Inconvénients :

- We are a small company and the onboarding process took over 10 months to complete- Our developer is a former Google dev and expressed that he has never been more frustrated with a company than he was with Chargify/Maxio. His points below:1. No Golang API.2. Their API was poorly documented and things had to be guessed.3. Everyone is enrolled in everything, just use a non-zero usage to activate. This made it impossible to indicate programmatically that there was no usage but should be a default bill, so I needed to send 1 when 0 was the usage AND I needed to remember which service the customer was using4. Time zones never did get figured out. Eventually we abandoned recording usage on the first & last day of the month5. highest-day-billed is not an available feature set, which meant yet another thing our billing integration had to take care of.6. There was little time to verify the bills before they went out. It did not appear configurable7. Consultants seemed to struggle with their own system.8. There was effectively no way to 'dry-run' without changing all the parameters for a shorter time period which then work differently. It effectively required building an unrelated system which we had no time for.9. Negative usages horror: you can't correct something day-by-dayMore below!

Allison
Consultant (É.-U.)
Gestion d'organisme à but non lucratif, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

I wish I found this sooner

5,0 il y a 5 ans

Commentaires : I use Filemaker pro. I used to have to keep track of client information such as billing period and contact them to get the authorization to charge them each period. It was really ridiculous. Now everything is completely automated. Chargify does everything and sends me notifications to let me know how things are going. My experience has been a ten and I hope Chargify does more marketing so that more business can be sure to find them.

Avantages :

The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do. Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them.

Inconvénients :

You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer.

Ed
Managing Director (R.-U.)
Sports, 51–200 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Alternatives envisagées précédemment :

Amazing billing flexibility

5,0 il y a 5 ans

Commentaires : Overall very good. The software is quite complex to fully understand and the sales process could be a bit more transparent.

Avantages :

The ability to flexibly manage our subscription products. Our previous management system for direct debits did not offer the flexibility other than to set up and cancel a direct debit subscription. Chargify now allows us to administer multiple things including placing accounts on hold, changing billing date, changing amounts etc.

Inconvénients :

We started using the software, integrating with GoCardless. We were one of the first to use this new integration and there were and still are a few limitations. However, the customer support has been excellent and they are very receptive to accommodating our enhancements and feature requests.

Allen
Allen
Founder (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

It's their way, or the highway.

1,0 il y a 5 ans

Commentaires : Chargify has been a royal pain ever since implementation. It's possible that the people in our team didn't follow some of the best practices, however we've encountered many bugs along the way to trying to make peace with the product. There are some major areas where the product is too inflexible, and I regret implementing it in the first place.

Avantages :

They are slowly implementing features I've been asking about for a long time.

Inconvénients :

I dislike that Chargify decided it was Ok to add a % of income fee on top of monthly fee they initially charged. Our costs increased 5-fold and the value did not increase. I also dislike that when applying existing payments to invoices, the money paid by our customer can disappear, and must be manually adjusted. There's literally no excuse for this.

Jordan
Owner (É.-U.)
Logiciels, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Glad we switched to Chargify

5,0 il y a 5 ans

Avantages :

Chargify makes it very easy to run a subscription based business. We offer various monthly plans with configurable options and Chargify has a ton of features which allows us to configure and adjust products, plans, prices and options. It is extremely flexible and has saved us hundreds of hours managing our clients payment process - especially with self service pages and dunning.

Inconvénients :

Not sure if this is a configuration issue, however I recently saw a list of "unpaid" customers. I think Chargify can do a better job of notifying me if a customer has an unpaid balance which is growing. After 4 attempts of failed dunning, Chargify needs to send alert to me.

Matt
VP - Strategy and Analytics (É.-U.)
Télécommunications, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées précédemment :

Amazing Analytics

5,0 il y a 4 ans

Commentaires : Again, the people have been incredible to work with. Management of imported historical data is not user friendly, but the management analytics functionality is pretty powerful. I am hoping they implement some of the invoicing customization/flexibility we need.

Avantages :

The reporting that comes from SaaSOptics is a game changer. It gives our management the information they need to understand the health of our subscription business and make critical strategic decisions. It also allows us to present our business in the most valuable light to outside parties evaluating our business. The subscription management features of the business are very helpful in managing renewals. The people at SaaSOptics are great to work with

Inconvénients :

The implementation was more challenging than we expected We had a lot of data that was not necessarily structured for a seamless import into SaasSOptics. this added a lot of time and resource to our implementation. The invoicing is not as flexible as we would like.

Dave
CEO (É.-U.)
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Solid product, good support, stable

5,0 il y a 5 ans

Commentaires : Good solid stable software that simply works. Never have to worry that my recurring rev is going to be charged correctly and on time. Integrates with my other tools well. The dunning feature is critical for any recurring business and yours works well.

Avantages :

Good solid program, works well for Saas companies. Integrates well with payment processors. Good support. Manages products well.

Inconvénients :

Needs a clone feature for products. Needs upsell/downsell feature. Was suprised when you initiated a percentage fee on sales when it was inititally a monthly set cost.

Andrei
CEO (É.-U.)
Services et technologies de l'information, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A fantastic and much-needed platform for growing SaaS businesses

5,0 il y a 6 ans

Commentaires : Overall, I'd say that SaaSOptics has, after some up-front work to get it configured to our requirements, completely delivered on the lofty expectations we had for it. We have a two-person finance team managing a business that's doing >$15M of ARR. As you can imagine, these brave souls simply would not have time to pull together the sort of deep multi-faceted business intelligence reports and ongoing analytics that SaaSOptics gives us at basically the push of a button. It's been a very important tool for us as we manage growth and optimize our revenue streams.

Avantages :

SaaSOptics is incredibly flexible and the only solution of its kind that we've seen successfully integrate both Salesforce and Quickbooks in a way that actually dramatically saves time and improves data integrity. We test drove some competing solutions (all far more expensive) and, unfortunately, many of them actually created more issues for us than they solved.

Inconvénients :

The flip side of the incredible level of flexibility/customizability that SaaSOptics has is that it is not the simplest solution to learn to work with. While recent updates continue to simplify and enhance the UX, it's still a tool best suited for "power users" and takes some time to learn and use to its fullest extent. If you expect this to be "plug and play", you will be disappointed and not get the full value of the solution. With that said, it was certainly no more complex or challenging than implementing Salesforce.com for the first time, which is basically a rite of passage for most SaaS companies, so I would not let the learning curve deter you from investing in SaaSOptics. Our experience is that benefits of the time-saving workflows and powerful reporting far outweigh the time investment required to get ramped up. Their support has always been excellent and responsive as well, which makes a big difference with a more complex product like this.

Danielle
Program Manager (É.-U.)
Assurance, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées précédemment :

Customer Success - Success

5,0 il y a 5 ans

Commentaires : Chargify as a software and service has provided us with a good experience.

Avantages :

The Customer Success team at Chargify is wonderful. You can go to them with any questions or concerns you have and if they don't know they answer, they will get one for you. They have made working with Chargify a joy and have helped us to adapt and alter the product to help it work best for us and our business needs.

Inconvénients :

There are parts of the software that are hard to figure out how to use without completing additional research. Chargify does have great Help articles, but it would be nice if the software was more user friendly so you don't have to refer to the Help items.

Chad
Founder / CTO (É.-U.)
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Perfect for our needs

5,0 il y a 5 ans

Commentaires : It's been reliable, easy to understand and easy to use. Exactly what you want in this type of product. Having to custom-write our own billing and payment system to automate everything would have been a mess and would have us running around trying to deal with edge cases that Chargify handles perfectly.

Avantages :

Using Chargify has saved us hundreds of hours of custom development, and half a dozen hours each month of maintenance and administrative effort. It let us accomplish nearly everything we wanted to do with our monthly based pricing model.

Inconvénients :

It would be nice to have features to send one-off charges to existing clients, where you don't want them to recur.

Justin
Jack of All. (É.-U.)
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

A rock solid billing platform lacking just a few search related features.

4,0 il y a 5 ans

Commentaires : Solid and extensible, which is what we wanted, but plenty of room for improvement in admin, search, and reporting areas.

Avantages :

The platform is fully featured as far meeting as our needs for recurring annual billing for software licenses. It has a fast interface, the API is solid for website related coding, and the

Inconvénients :

The admin area is lacking in features. No real ability to generate custom reports, though they have some details reports but the drill down is limited. The search/filter capabilities are poor in most screens. They recently added a global search ability, which is handy for simple account related detail, but presents only a short list, and can only select one account each time, so no good for bulk searches. The main list screens for transactions and subscriptions is severely lacking in searchable parameters. For example, searching transactions exposes only date range and a type. No other transaction data is available to search against. This lack of back end admin features appears in other areas too, such as the web hooks panel.

Sören
CTO (Australie)
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

TCO issues need fixing

3,0 il y a 5 ans

Commentaires : Good to start with and probably sufficient for companies that do not require multiple currencies, country-specific taxes or payment gateways.

Avantages :

Satisfies general needs for a subscription management service, supports long list of payment gateways, plans are highly configurable

Inconvénients :

It’s impossible to handle multiple currencies, tax regions or payment gateways in a single Chargify site. This necessitates to create separate sites for all combinations of the aforementioned settings, which is a huge administrative and integration effort. In fact, we decided to abandon Chargify for our flagship product for this very reason.

Janelle
Admin/Support (É.-U.)
Immobilier, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Reliable Billing System

5,0 il y a 5 ans

Avantages :

Chargify is easy to use for the most part. Dashboard's great, especially revenue comparisons between this month and last month. Our customers do not have direct access to their Chargify account, so I like being able to share a link via email so they can update their billing information. The "transactions" tab provides a quick view of the latest transactions which comes in handy. It's easy to setup new products and coupons. "Site activity" provides a great view of payment success/failure as well as sign up failures, etc. Support has been responsive when I've needed assistance.

Inconvénients :

I would like to be able to cancel a handful of Sponsored User accounts but cannot do it without affecting the churn rate.

Adrian
Business Operations Analyst (É.-U.)
Télécommunications, 10 000+ employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Solid for what it is supposed to do...

4,0 il y a 5 ans

Commentaires : It's a good solution. I'd like the ability to pull full raw data from Chargify as well. I think being able to pull full raw data at the line level - all changes, etc. - can allow an organization to not just use Chargify reports and dashboards, but create their own based on their specific needs.

Avantages :

I like the ability to pull specific reporting like recurring revenue and sales data. The ability to see customer sales transactions and movement is great as well.

Inconvénients :

I'd like to see easier implementation with Salesforce. Now that Salesforce acquired Tableau, the reporting from Chargify can be used to pull into Salesforce for different reporting views that Chargify may not capture. Or, in some cases, Tableau is the norm for the company, not Chargify, so ease of use to share the data.

Jason
Jason
Software Engineer (É.-U.)
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Chargify has everything you need

4,0 il y a 5 ans

Commentaires : We've been with Chargify since the early days, and although they have raised their prices we are still very happy not only that we chose them to begin with, but that we are still happy with the service. If you want a solid payment processor that will meet all your business/corporate/legal needs, Chargify is the one-stop-package.

Avantages :

Meets all legal standards Hosts transactions Accepts payments outside US Handles Dunning Reliable Many useful features like step-tiered billing Helpful support

Inconvénients :

Cost has been raised several times since we started Rate limiting on API is pretty low Wish it had more hosted payment page/email templates/customizations Locked in once you choose them as your payment provider, no real migration path to other service.

Michael
Michael
Chief Executive Officer
Utilisateur LinkedIn vérifié
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Solid App for Recurring Revenue Businesses

4,0 il y a 8 ans

Commentaires : We use Chargify as the transactional backbone of our recurring revenue businesses. It is solid in its capabilities, adequately flexible for our needs, and has a very good set of API's that have allowed us to incorporate Chargify's system into our software platform. Chargify's reporting and email functions are very basic and don't give us the detailed SaaS metrics we need in order to keep a good handle on the business. However, a robust ecosystem of complementary tools such as, for example, ChartMogul, have evolved to add much more precision to Chargify's reporting.

Avantages :

- Wide flexibility to create different recurring revenue offers (trial/no-trial, credit card/no credit card, monthly/quarterly/annual, coupon and discount codes, etc.) - Integration with a large number of payment gateways - Robust API's - Broad flexibility (via CSS) for styling public-facing pages - Takes care of all the messy details of maintaining credit cards - Referral codes and links - Good, comprehensive documentation

Inconvénients :

- Reporting is weak, especially on metrics for managing recurring revenue businesses, such as MRR (monthly recurring revenue), churn rates, ARPA (average revenue per account), etc; must use 3rd party applications to get these, using imported Chargify data - Email notifications are primitive - Coupons cannot be assigned to individual products

Shubha
Accounting Manager (É.-U.)
Télécommunications, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Good Software needs to upscale and develop to cater to larger group of organisations

4,0 il y a 3 ans

Commentaires : Customer Care is great and very responsive.

Avantages :

The billing through this software is a breeze and it makes it very easy to track AR.

Inconvénients :

Reports can be made more interactive and functionality should be improved to make the user comfortable in constructing their own reports. Also I personally saw that 1 customer can only have 1 currency attached to it. I would suggest this should change and multiple currencies should be allocated to a customer. The currency freeze can be at a contract level. With organisational structures now it is important to have this organisational hierarchy feature in SaaS Optics

Carmen
Accountant (É.-U.)
Services et technologies de l'information, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

First 45 days of software for new hire

3,0 il y a 7 ans

Commentaires : I have only been with the company using this software for 45 days. I have found it the system to be good for deferred revenue and detailing contracts for our company. I find it hard to change the invoice numbers to what we have invoiced through our accounting system. I also find it cumbersome to go to the search option or customer each time you want to find a "sub" customer. For instance, level one may be Mickey Mouse for a customer, then the name of the next level is Minnie Mouse. These two customers are one in the same and should flow up to Mickey Mouse. It may just be because I am a new user or our system was not set up to do it that way. I have found that I can change something on one customer but not another. I have not called customer support yet so I did not score that option.

Catherine
Operations (É.-U.)
Ressources humaines, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Customer service is great

5,0 il y a 5 ans

Commentaires : We started with Chargify 5 years ago and it has managed our subscriptions very well.

Avantages :

The software fits the bill for what our business needs. Easy to use and navigate. Customer service is superior!

Inconvénients :

The only ad on I would like is to get notified when a customer updates their payment portal without having to call on my IT to create a webhook to do the job.

Andrew
Implementation Manager (É.-U.)
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great Software For Tracking Monthly Revenue

4,0 il y a 5 ans

Commentaires : For the majority of the time we have used the software, we have not had too many issues. Customer Support has been excellent in helping out.

Avantages :

I love the clean and easy on the eyes layout. The statement download functionality is simple to use and is relatively easy for my clients to log into and pay their invoices.

Inconvénients :

I am not a fan of the filtered view as there is no way to save any views (unpaid, Past Due, etc.). I always have to rebuild the search every time.

Sarah
Head of Member Experience (É.-U.)
Design, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Strong product, responsive product and support team

4,0 il y a 5 ans

Commentaires : We use Chargify for all of our billing processing. It covers the vast majority of our needs very ably. I am the primary user, but don't negotiate the contract, so I can't speak to value for the money.

Avantages :

Easy to use, new features make it more flexible for our business. Amazing support team and a product team that is interested in feedback and actually implements it!

Inconvénients :

There are some limitations in terms of how it can be used. Our pricing has become more flexible, which is a challenge with the need to pre-set product and discount types.

Lucas
Lucas
Site Search Expert (Pays-Bas)
Utilisateur LinkedIn vérifié
Internet, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Using Chargify for a SaaS product

3,0 il y a 5 ans

Commentaires : We do all of our invoicing through Chargify. It's easy to use software for billings with Credit Card or Invoice. Any other options are not available within Chargify.

Avantages :

- Easy to use - Easy to implement in your system - Not too expensive - Good value for money if you don't need additional features

Inconvénients :

- Invoices are too expensive. - Not possible to create "customized" pricing structure. - Only trial/active stages, no additional stages. - Limited in features - Should have more innovation