ChargeOver vs. Maxio

It's good for anyone who has customers, in my opinion. Whether you keep track of subscriptions, or just have one-time only invoices, it's just a wonderful way to keep track of everything in an organized way.

Incentivized

SaaSOptics is awesome for growing companies that want to automate their invoicing. I like that it is also aimed at subscription based sales structures rather than sales that occur at a single point in time (but has the ability to support both). SaaSOptics makes it super easy to keep track of subscriptions, renewals, co-terms, etc. The reporting is a great feature, but we are unable to use most of the reports as we are a cash-based accounting firm. SO caters to accrual accounting and GAAP compliant firms which makes sense as it is the most commonly accepted accounting basis here in the US, but many small SaaS start-ups are still operating on cash basis. We are one of those companies, so we are able to get a ton of use out of the invoicing side of things, a lot of the reports are useless for us. We also wish SO had a commission module since we already integrate our CRM and accounting softwares into it, but that is not a make it or break it for us. We love the time SO has saved us.

Incentivized

• It is VERY user-friendly. There are very few times I need to reach out to them for help, because it's easy to navigate and easy to figure out on my own. Everything is clear, clean, organized, and simple.
• They have VERY friendly staff. The service is fantastic. I'm always answered within a reasonable time, and their answers are always open, honest, and helpful. They are always friendly.
• It has a wonderful capacity to customize. If I need a specific report that isn't offered as a default report, it's incredibly easy to set up custom reports, have it send to my email upon certain events, and organize data in a way that I need for my company specifically.
• Despite how simple it is, it's able to keep track of a large number of things. I can keep track of products, prices, descriptions, subscriptions, customers, contact information, payment information, integrations, reports, past due invoices, paused subscriptions, cancellations, inactive customers, and more.
• It integrates with QuickBooks, which makes it easy for us to keep track of everything wherever we go.
• They have automated emails! I cannot tell you how valuable this has been. ChargeOver will automatically send an email (that I can write) to a customer when payments go through, when an invoice is past due, when refunds are given, and more.

Incentivized

• Chargify's API is solid and easy to use, including JSON and XML interfaces.
• Chargify's customer service is responsive and thorough; always making sure your needs as a customer are met.
• Chargify listens to its customer base and their suggestions for feature enhancements.

Incentivized

• Would like the ability to manage allowed payment methods per customer.

Incentivized

• We have contracts that are 12 months long but customers pay monthly. When terms change (raise or lower price) mid contract, changes are not easy.
• AR collection was an issue. However, SaaSOptics just released a report to track outstanding invoices and it works great.
• Integration with QuickBooks is OK but it isn't straightforward to issue a credit memo for a particular customer.

Incentivized

They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

Incentivized

I think ChargeOver is more flexible than any of its competitors. Our business involves both subscription and one-time billing, and most billing systems excel at only one or the other. ChargeOver is also at a great price point with its billing based on a number of customers. We are also able to realize low-cost ACH payments through their gateway integrations when their competitors only provide access to high-cost providers.

Incentivized

Maxio (via information we found on their website and in the initial sales call) seemed like the most comprehensive fit at the time and we liked the interface. We eventually found out that there was a massive gap between what was promised us and what was actually delivered. Below is an excerpt to an email that we sent to the technical solutions consultant and sales rep three months after purchase: "I am, however, frustrated that a solution promised in the demo call ended up being a solution that was so cumbersome that 1) no one knew how to implement it except [tech consultant], who I was never able to get ahold of 2) it delayed our launch by two months and resulted in real frustration for my team and thousands of dollars in lost revenue and 3) brought more effort and annoyance to our customers than we were anticipating. I'm bringing this to your attention because I strongly feel that there has been a discrepancy between possible solutions and actual solutions. It is frustrating to make a purchase decision based on features discussed during a demo call, develop a plan of action based on what was discussed, and then have to iterate for months on end. It is also frustrating to hear that something is an "easy" solution by one team member and then hear it is "difficult and not recommended" by another."

• Very positive because of their automatic invoice reminders and the ability for a customer to pay their own bill. Saves having an AR department or an inconvenient side job.

Incentivized

• SaaSOptics has helped decrease the time spent on month-end. Their reporting is always accurate and reconciling deferred revenue is no longer a headache.
• Increased accuracy in billing which has decreased the amount of invoice inquiries by our clients.
• Sped up the quote-to-cash process with Salesforce.com and Stripe integration. Sales orders are processed faster and customers are utilizing "buttons" on invoices to submit payment details.
• Increased our ability to stay on top of past due invoices with new collections module.
• The metrics in SaaSOptics has improved financial presentations by providing more insight into our business.

Incentivized