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…
Salesforce CPQ (formerly SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
ChargeOver is fully responsible for the billing and accounts receivable processes in our entire organization. We use it to send and manage invoices for our recurring subscription software and one-off charges for products and services. ChargeOver handles recurring credit card and ACH payments, one-time payments, and follow-up for overdue invoices. We integrate it with QuickBooks Online which together form the basis for Ballparc's financial operating system.
ChargeOver is one of those tools that once you implement it in your organization, you wonder how you ever managed your business without it. We implemented ChargeOver in September 2018 and have not questioned our decision even once. Their software exceptionally shines in flexibility, supporting a variety of different integrations and payment methods. It also supports flexible billing structures like parent/child customers which is critical for a B2B software company like ours. I think it would be a great fit for almost any subscription business.
I think ChargeOver is more flexible than any of its competitors. Our business involves both subscription and one-time billing, and most billing systems excel at only one or the other. ChargeOver is also at a great price point with its billing based on a number of customers. We are also able to realize low-cost ACH payments through their gateway integrations when their competitors only provide access to high-cost providers.
We use ChargeOver to keep track of every one of our clients and customers. Everything billing related we do through ChargeOver when it comes to our customers. We keep track of their subscriptions, their invoices, their payment methods, their signup dates, any discounts or unique situations, and more.
It is VERY user-friendly. There are very few times I need to reach out to them for help, because it's easy to navigate and easy to figure out on my own. Everything is clear, clean, organized, and simple.
They have VERY friendly staff. The service is fantastic. I'm always answered within a reasonable time, and their answers are always open, honest, and helpful. They are always friendly.
It has a wonderful capacity to customize. If I need a specific report that isn't offered as a default report, it's incredibly easy to set up custom reports, have it send to my email upon certain events, and organize data in a way that I need for my company specifically.
Despite how simple it is, it's able to keep track of a large number of things. I can keep track of products, prices, descriptions, subscriptions, customers, contact information, payment information, integrations, reports, past due invoices, paused subscriptions, cancellations, inactive customers, and more.
It integrates with QuickBooks, which makes it easy for us to keep track of everything wherever we go.
They have automated emails! I cannot tell you how valuable this has been. ChargeOver will automatically send an email (that I can write) to a customer when payments go through, when an invoice is past due, when refunds are given, and more.
There have been occasional bugs and glitches. However their response when I report them is always quick, friendly, and prompt. I don't think I've had a glitch last longer than a day or two.
I wish there was a way to send automated calls or texts, instead of only having automated emails.
It's good for anyone who has customers, in my opinion. Whether you keep track of subscriptions, or just have one-time only invoices, it's just a wonderful way to keep track of everything in an organized way.
Keeping billing information on file for new invoices.
Professional looking templates.
Very impressive customer service. They have built out several features and reports specifically for my company.
Easy to track commissions
They need the site to be mobile friendly or to develop an app. If I don't use Chrome and remember to view as desktop site, it loses much of its functionality.
Very positive because of their automatic invoice reminders and the ability for a customer to pay their own bill. Saves having an AR department or an inconvenient side job.
ChargeOver was easier to create invoices, set up custom recurring, track commissions, and my employees didn't have access to company financial records.