Maxio vs. Solutions2Share Teams Manager vs. Wingback

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 well suited if you or your organization performs tasks incorporating other Microsoft programs such as OneNote or Planner. Teams Manager allows for easy management of that software usage; if you do not use any of those, I'm not sure if there is much advantage in using it to manage workflow.

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

• Handles different teams and teams members
• Giving them permissions as per their job profile and necessity
• Seeing the projects' progress through one platform

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

• user interface can be enhanced to seperate the color coding for different channels
• It would be great to receive notifications in Outlook for Shifts and be able to approve/deny requests and schedule changes there while it's synced with the Outlook calendar.

Incentivized

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

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

Incentivized

It is a well-designed and polished application on Teams. Most of its issues stem from Teams UI and UX, which could be improved further. However, if you can fit the team manager to your needs, it can become a very powerful tool to manage data flow.

Incentivized

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 still use it for our one-off situations, but mostly stick to Teams as it is much more user-friendly and allows better sharing capabilities through virtual meetings. Skype is not as easily customized, so it's a no-brainer to use Microsoft Teams and Team Manager for all of our instant messaging and virtual meeting needs.

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

• Positive in regards to easy access to quick answers through instant messaging
• Positive in that the Managers have a secure place to go to retrieve sensitive information.
• Negative in that we do not fully utilize the tool.

Incentivized