Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Chargebee
Score 8.3 out of 10
N/A
ChargeBee is an all in one subscription billing solution designed to handle all the complexity of recurring billing. The product integrates with a range of other SaaS applications including SalesForce, accounting, and order fulfillment systems. Some key features include: Managed Subscription Billing, Flexible Billing Support and Automated Notifications.
$599
per month for up to USD 100K of billing per month; 0.75% on billing thereafter
Maxio
Score 8.3 out of 10
N/A
Maxio helps B2B SaaS companies maximize their revenue operations. The financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics.
$599
per month
Microsoft Dynamics 365
Score 8.0 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
$44
per month
Pricing
ChargebeeMaxioMicrosoft Dynamics 365
Editions & Modules
Scale
$599
per month for up to USD 100K of billing per month; 0.75% on billing thereafter
Enterprise
Contact sales team
Build
$0
30 Day Trial
Grow
$599
per month up to $100k in monthly billings
Scale
Custom
No answers on this topic
Offerings
Pricing Offerings
ChargebeeMaxioMicrosoft Dynamics 365
Free Trial
YesYesYes
Free/Freemium Version
YesNoNo
Premium Consulting/Integration Services
YesYesYes
Entry-level Setup FeeNo setup feeNo setup feeNo setup fee
Additional DetailsNo transaction based fees. No setup cost.Build Plan - Developer-friendly sandbox where you can try out billing for free for 30 days. Grow Plan - Complete B2B subscription management platform with billing, revenue recognition, and reporting. Scale Plan - Tailored solution to support high billing volumes and advanced requirements. Talk with Sales about available volume-based discounts.
More Pricing Information
Community Pulse
ChargebeeMaxioMicrosoft Dynamics 365
Considered Multiple Products
Chargebee
Chose Chargebee
One of the easiest and cheapest way in order to work on the separate billing system which includes sales in the production also maintains in order to collect payments from different payment gateway which is one of the easiest task in the beginning for the procedure and provide …
Chose Chargebee
Chargebee was our best option with Shopify being used for orders. I miss Chargify, but that only works well with Wordpress.

ReCharge was problematic in the past, but they may be better now. Chargebee allows us to make our own bulk edits to subs, while ReCharge required …
Chose Chargebee
The major reason to go with chargebee is its costing as compared to its competitors it is much useful and value for money.Also it has many features that is very practical and efficient to use it.I recommend to the people who involves low costing as well as futuristic features.
Maxio
Chose Maxio
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. …
Chose Maxio

Chargify met a list of set requirements and our budget at the time. The main items were:

  1. Salesforce integration
Microsoft Dynamics 365

No answer on this topic

Features
ChargebeeMaxioMicrosoft Dynamics 365
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.7
84 Ratings
2% below category average
Customer data management / contact management00 Ratings00 Ratings7.981 Ratings
Workflow management00 Ratings00 Ratings7.980 Ratings
Territory management00 Ratings00 Ratings7.160 Ratings
Opportunity management00 Ratings00 Ratings7.572 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings00 Ratings8.079 Ratings
Contract management00 Ratings00 Ratings7.961 Ratings
Quote & order management00 Ratings00 Ratings7.458 Ratings
Interaction tracking00 Ratings00 Ratings8.171 Ratings
Channel / partner relationship management00 Ratings00 Ratings7.362 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
8.0
68 Ratings
4% above category average
Case management00 Ratings00 Ratings7.863 Ratings
Call center management00 Ratings00 Ratings7.850 Ratings
Help desk management00 Ratings00 Ratings8.557 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.8
78 Ratings
0% above category average
Lead management00 Ratings00 Ratings7.672 Ratings
Email marketing00 Ratings00 Ratings8.171 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
8.0
76 Ratings
4% above category average
Task management00 Ratings00 Ratings8.171 Ratings
Billing and invoicing management00 Ratings00 Ratings8.054 Ratings
Reporting00 Ratings00 Ratings8.065 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.6
77 Ratings
1% below category average
Forecasting00 Ratings00 Ratings7.667 Ratings
Pipeline visualization00 Ratings00 Ratings7.773 Ratings
Customizable reports00 Ratings00 Ratings7.476 Ratings
Customization
Comparison of Customization features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.7
80 Ratings
0% above category average
Custom fields00 Ratings00 Ratings7.678 Ratings
Custom objects00 Ratings00 Ratings7.572 Ratings
Scripting environment00 Ratings00 Ratings7.956 Ratings
API for custom integration00 Ratings00 Ratings7.861 Ratings
Security
Comparison of Security features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
8.8
75 Ratings
4% above category average
Single sign-on capability00 Ratings00 Ratings8.869 Ratings
Role-based user permissions00 Ratings00 Ratings8.770 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.7
44 Ratings
3% above category average
Social data00 Ratings00 Ratings7.843 Ratings
Social engagement00 Ratings00 Ratings7.643 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
7.2
65 Ratings
4% below category average
Marketing automation00 Ratings00 Ratings7.665 Ratings
Compensation management00 Ratings00 Ratings6.834 Ratings
Platform
Comparison of Platform features of Product A and Product B
Chargebee
-
Ratings
Maxio
-
Ratings
Microsoft Dynamics 365
6.8
56 Ratings
11% below category average
Mobile access00 Ratings00 Ratings6.856 Ratings
Best Alternatives
ChargebeeMaxioMicrosoft Dynamics 365
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WooCommerce Subscriptions
WooCommerce Subscriptions
Score 8.6 out of 10
WooCommerce Subscriptions
WooCommerce Subscriptions
Score 8.6 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Sage Intacct
Sage Intacct
Score 8.6 out of 10
Sage Intacct
Sage Intacct
Score 8.6 out of 10
Creatio
Creatio
Score 9.0 out of 10
Enterprises
Agentforce Revenue Management
Agentforce Revenue Management
Score 8.7 out of 10
Agentforce Revenue Management
Agentforce Revenue Management
Score 8.7 out of 10
Creatio
Creatio
Score 9.0 out of 10
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User Ratings
ChargebeeMaxioMicrosoft Dynamics 365
Likelihood to Recommend
7.3
(22 ratings)
1.0
(23 ratings)
7.6
(103 ratings)
Likelihood to Renew
-
(0 ratings)
9.1
(1 ratings)
8.0
(20 ratings)
Usability
7.0
(2 ratings)
-
(0 ratings)
7.5
(33 ratings)
Support Rating
8.0
(1 ratings)
8.0
(2 ratings)
8.0
(11 ratings)
Online Training
-
(0 ratings)
-
(0 ratings)
7.5
(2 ratings)
Implementation Rating
-
(0 ratings)
-
(0 ratings)
9.2
(4 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
-
(0 ratings)
3.8
(3 ratings)
Professional Services
-
(0 ratings)
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
ChargebeeMaxioMicrosoft Dynamics 365
Likelihood to Recommend
Chargebee
Well-suited:
  • In a B2B set up - Post achieving some scale and having outgrown Google Sheets/ Excels. Won't add much value if you are dealing with fewer than 400-500 invoices a year.
  • We haven't explored their B2C subscription management side - but that is one of the key strengths of the platform.
Read full review
Maxio (previously SaaSOptics + Chargify)
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.
Read full review
Microsoft
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
Read full review
Pros
Chargebee
  • Reliable: We've had virtually no issues since launch.
  • Care about customers: Chargebee's account managers/support team have always been very helpful/responsive.
  • Feature-rich: Chargebee has a ton of features that help us do what we want and they are consistently adding new features every quarter.
Read full review
Maxio (previously SaaSOptics + Chargify)
  • 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.
Read full review
Microsoft
  • Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
  • Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
  • Generating invoices to customers and directly sending them to their inbox is easy with this software.
Read full review
Cons
Chargebee
  • It wasn't allowing us to add a one time purchase without making it an ongoing subscription with only one payment. They may have fixed it very recently but that was a big pain from a reporting perspective (it was including one time purchasers as subscribers)
  • Email automation is not very robust. Difficult to customize triggers by subscription, you have to send the same message to all subscribers for a specific action
  • Wish it had a way to write off and cancel the subscription of customers who haven't updated their cc info. That can be a long painful and very manual process. And if that feature is available somewhere they don't do a good job of making that clear.
Read full review
Maxio (previously SaaSOptics + Chargify)
  • 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
Read full review
Microsoft
  • Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
  • Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
  • The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
Read full review
Likelihood to Renew
Chargebee
No answers on this topic
Maxio (previously SaaSOptics + Chargify)
They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.
Read full review
Microsoft
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Read full review
Usability
Chargebee
It's very easy to use once you know what you're doing. I found it very straight forward once I got the hang of things and was able to create plans easily for my business. I was also able to just charge my clients right away easily. Refunding was also easy when needed.
Read full review
Maxio (previously SaaSOptics + Chargify)
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
Read full review
Microsoft
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
Read full review
Support Rating
Chargebee
Chargebee is simple to use, and we have had little need for support.
Read full review
Maxio (previously SaaSOptics + Chargify)
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.
Read full review
Microsoft
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Read full review
Implementation Rating
Chargebee
No answers on this topic
Maxio (previously SaaSOptics + Chargify)
No answers on this topic
Microsoft
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Read full review
Alternatives Considered
Chargebee
The major reason to go with chargebee is its costing as compared to its competitors it is much useful and value for money.Also it has many features that is very practical and efficient to use it.I recommend to the people who involves low costing as well as futuristic features.
Read full review
Maxio (previously SaaSOptics + Chargify)
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
Read full review
Microsoft
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
Read full review
Contract Terms and Pricing Model
Chargebee
No answers on this topic
Maxio (previously SaaSOptics + Chargify)
No answers on this topic
Microsoft
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
Read full review
Professional Services
Chargebee
No answers on this topic
Maxio (previously SaaSOptics + Chargify)
No answers on this topic
Microsoft
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Read full review
Return on Investment
Chargebee
  • It was a step in the right direction compared to ReCharge
  • It had negative impacts on our revenue before we had our developers put some work into improving its capabilities with our website and software
  • Now, we are seeing some positive results (after some costly updating from our end)
Read full review
Maxio (previously SaaSOptics + Chargify)
  • 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.
Read full review
Microsoft
  • For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
  • Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
  • Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
Read full review
ScreenShots

Chargebee Screenshots

Screenshot of Chargebee's metrics and reportingScreenshot of the Recurring Business Command CentreScreenshot of customer subscription nanagement organized onto a single page, where users can change plans, edit card details, add add-ons, apply credits, apply ad hoc charges and delay billing dateScreenshot of the customizable hosted checkout page