LinkSquares vs. Maxio

This is an excellent contract repository. I like the ability to upload a pdf, which is read by LinkSquares' OCR. The fidelity of the searchable documents is extraordinary. I really like the flexibility in terms of what contract language you want reporting on and the reporting capabilities are second to none.

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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.

• It's intuitive.
• It's easy to use.
• The AI program is accurate.

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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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• The search function doesn't work if there's a misspelling.
• The tagging function isn't always smooth.

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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.

Very easy to use 'out of the box'. Excellent customer support to help when something out of the ordinary is needed.

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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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I haven't had a ton of support needs, honestly. We have just a couple of users and we haven't needed much support. I do know that if I ever need anything, that I have an account manager there to help and they have always ben very responsive to my needs

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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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I compared LinkSquares to a number of other tools and found LinkSquares to be right-sized and flexibly priced for our use case.

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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

• Better contract reporting.
• Easily searchable contract database.

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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.

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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