Maxio vs. TeamUp by DaySmart

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.

TeamUp is well suited for busy offices where every second counts because you are so busy and need things to stay very organized. This is also helpful with project management and situations where a lot of people are involved in certain projects. It might not be as helpful to someone who is just in charge of one specific project and doesn't have a lot of "hats" to wear and things to keep organized where a regular email calendar might suffice.

Incentivized

• 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.

Incentivized

• Simplified customer signups.
• Customer service when we have unique problems.
• Makes it easy to accept payments.

Incentivized

• 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

Incentivized

• More help with the initial setup.

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 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

We selected TeamUp in 2013 because it had more features that we needed compared to the other options available at the time. There are probably lots of other options on the market now and we may switch at some point, but it is easiest for our customers now to continue with what they are familiar with.

Incentivized

• 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

• Saved time which means saved money!
• More time to focus on important projects and less on logistical issues.

Incentivized