Anytime Collect vs. Maxio

I keep detailed notes of my client conversations and points of contact. Anytime Collect allows me to integrate my regular client activites so I know the communication I had prior to the need for collection. I also have a history of past compliance and needs so I can have proper expectations. I do notice that if I immediately close a case and do not schedule a follow up, I may miss contact. So, there is no prompt for further contact.

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In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

• generates email notices with my outlook 365 account
• keeps a schedule that I can program monthly or on a specific date
• keeps running totals that I can utilize with excel and other spreadsheets

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• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

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• A feature that better designates a completed term.
• No phone app is available
• There is a sync feature for android and IOS but at time sauses duplicate notices that can be annoying

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• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

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

Start up time to put the product in use was fairly quick. And training for my office manager took a normal amount of time. Once in place she became more comfortable with usage.

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There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

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The on line support was good and the on line manual very helpful. Email support was a bit slow and could have been better. I think this was a result of competitive costs.

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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.

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This was more expensive and the features were impressive but more than I needed. I also wanted a program that was dedicated to the collection feature since it was not a major part of my business.

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I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

• Good customer relations with regular contact
• Helpful knowing what outstanding and receivables are forthcoming.
• Easy entry for new cases improving efficiencies.

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• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info