What users are saying about
16 Ratings
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Score 8.9 out of 100
2 Ratings
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Score 5.5 out of 100

Likelihood to Recommend

SaaSOptics

SaaSOptics is awesome for growing companies that want to automate their invoicing. I like that it is also aimed at subscription based sales structures rather than sales that occur at a single point in time (but has the ability to support both). SaaSOptics makes it super easy to keep track of subscriptions, renewals, co-terms, etc. The reporting is a great feature, but we are unable to use most of the reports as we are a cash-based accounting firm. SO caters to accrual accounting and GAAP compliant firms which makes sense as it is the most commonly accepted accounting basis here in the US, but many small SaaS start-ups are still operating on cash basis. We are one of those companies, so we are able to get a ton of use out of the invoicing side of things, a lot of the reports are useless for us. We also wish SO had a commission module since we already integrate our CRM and accounting softwares into it, but that is not a make it or break it for us. We love the time SO has saved us.
Anonymous | TrustRadius Reviewer

sticky.io (formerly LimeLight CRM)

Lime Light CRM was built specifically for online marketers, helping them to manage their online sales, contacts, orders, and payments. The software combines a number of features and 3rd party provider integrations to offer the ability to store customer data, build online eCommerce campaigns, create sales reports, and automate order management activities, as well as track, store and report on affiliate data.
Anonymous | TrustRadius Reviewer

Pros

SaaSOptics

  • Tracking and renewing all contracts with numerous customers
  • Invoicing customers via email
  • Tracking payments by customers by both credit card, ACH or check
Anonymous | TrustRadius Reviewer

sticky.io (formerly LimeLight CRM)

  • For an easy to learn CRM this would be it, you can fully train someone on Limelight in less than a few days
  • It allows for various wildcard searches to be performed in different fields, which speeds up productivity and requires less request to repeat information to locate accounts while speaking to clients.
  • The CRM holds multiple user accounts and products, and shows failed attempts to purchase and gives reason codes for why the purchase was not successful. Allows for different views to review client accounts.
Anonymous | TrustRadius Reviewer

Cons

SaaSOptics

  • Our implementation process was a bit overwhelming. Too much information, too deep, should have focused on core functionality first. I believe they fixed this subsequent to our implementation.
  • Should be able to attach physical contract to the contract level, not at the customer level.
  • I never really used the analytics and reporting functionality, seems like it would have been great.
Christopher L. Smith | TrustRadius Reviewer

sticky.io (formerly LimeLight CRM)

  • Note taking can be a hassle, when writing notes there is not a separate tab, or dedicated area which allows for multiple users to leave notes for future users, or administrators to reference regarding actions made to the account, users must search per line item to view notes, or go to a different view to see all notes which is still per line item as you toggle through the notes
  • If the client has been with the product for several months or years it is a lot of notes you have to reference through which hurts productivity and creates longer calls. A huge con is when you are canceling out a user account, or if you are changing a recurring date if the user clicks the back button after the tasks completes refreshing the webpage to reflect the new dates, the new changes will go undone and revert back to the original data as if no changes were made resulting in user error. The client continues to be billed and discounts continue to apply.
  • The CRM needs to fix this to prompt "Do you want to undo discount/date change/cancellation?" if the back button is clicked to eliminate user error based on the software limitations. Features which can be customized to automatically perform after actions are done on an account need a function to allow for agents to resend emails if the user did not get them. If automatic emails go to users canceling and they did not get it you have to restart the product then cancel it again to have another automatic email sent to the client/customer or manually send an email. For refunds, if the automatic email did not go out you have to manually send out the email which is time-consuming allocating to another agent or for the current agent. There is a need for an upgrade which allows that after an automatic email has been sent a button will appear which says "resend cancellation" "resend refund" this should also be true if the user inputted the email wrong and it was only noticed by agent after the automatic email was sent and the agent needs to update the email for the client/customer to be able to receive the email at the correct address.
Anonymous | TrustRadius Reviewer

Alternatives Considered

SaaSOptics

Zuora is a B2C subscription billing system best used for companies like Netflix. For a B2B company, the sales process can be much more complex and Zuora was never able to handle that. For the 2 years we struggled with Zuora (now referred to the dark ages within our company) we had limited access to knowledgeable support reps who understood the system and accounting/finance. Zuora did not integrate with our GL system, so only summary level data was available, which made reconciling a pain. The reporting never matched up and we had to hire a resource to go through all historical transactions to find the errors. Once SaaSOptics was implemented, it has immediately improved our ability to close our financials in a timely manner. In addition to that, their support team is the best that I've worked with across all vendors. After dealing with Zuora, we spent at least 6 months evaluating SaaSOptics to Zuora and other systems. They convinced us that they were what we needed in order to finally have accurate revenue data. Overall, we selected SaaSOptics because their system is designed for B2B, integrates with our CRM and integrates with our GL, syncing important customer level invoice data.
Mindy Molisee | TrustRadius Reviewer

sticky.io (formerly LimeLight CRM)

No answers on this topic

Return on Investment

SaaSOptics

  • Not sure about ROI yet because we've only been using it for about 4 months, but it is saving time.
  • Our management team now has standard reports with which we can manage the business.
Anonymous | TrustRadius Reviewer

sticky.io (formerly LimeLight CRM)

  • Customizable Reporting
  • Automatic Reminders
Anonymous | TrustRadius Reviewer

Pricing Details

SaaSOptics

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

sticky.io (formerly LimeLight CRM)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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