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Zuora

Zuora

Overview

What is Zuora?

Zuora is one of the best-known subscription billing platforms. Zuora is an enterprise-level product and, as such, provides comprehensive metrics, tax automation, and support for multiple currencies. It also offers Salesforce and NetSuite integration out-of the-box. It often replaces…

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Recent Reviews

TrustRadius Insights

Zuora is a versatile software that offers several key use cases for businesses across various departments. Users, such as Surf Air and …
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Review of Zuora

1 out of 10
February 11, 2023
We use Zuora for billing (invoicing), creation and tracking of subscriptions, cancellations and sync of data over to our CRM (Salesforce) …
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Zuora Review

1 out of 10
January 18, 2021
Redgate currently use Zuora to manage their customer subscriptions, and create quotations for making amendments/adding new products. The …
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Use at your peril

1 out of 10
November 03, 2020
Zuora is the center of our billing system and subscription management solution.
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Sage Intacct

5 out of 10
May 18, 2019
Incentivized
Zuroa is being used by one department in our business to support a small e-commerce side of our business. We use it also for customers who …
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Zuora Review

10 out of 10
May 10, 2019
Incentivized
At our organization, we use Zuora on our finance and business operations team -- primarily for invoicing customers and keeping track of …
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Zuora Does A Lot

7 out of 10
March 07, 2018
Incentivized
Our whole organization is using Zuora from sales to fulfillment. It allows us to effectively bill on a recurring basis.
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Pricing

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What is Zuora?

Zuora is one of the best-known subscription billing platforms. Zuora is an enterprise-level product and, as such, provides comprehensive metrics, tax automation, and support for multiple currencies. It also offers Salesforce and NetSuite integration out-of the-box. It often replaces cumbersome ERP…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Recurly?

Recurly is a subscription billing platform and manages customer communications via email, business performance monitoring, and account changes. A merchant bank account is required to work with Recurly. A payment gateway is part of the product but it integrates with other gateways, such as PayPal,…

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Product Demos

Zuora Advanced Consumption Billing - Micro Demo

YouTube

Zuora Demo: Suspend For Non-Pay (Part 2)

YouTube

Zuora CPQ Micro Demo

YouTube

Zuora + Workato | Custom automations that fit your business

YouTube

Zuora Revenue Micro Demo

YouTube

Zuora Demo: Suspend For Non-Pay (Part 1)

YouTube
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Product Details

What is Zuora?

Zuora is software for subscription businesses. The software is designed to provide an end-to-end subscription management solution that includes billing, finance, commerce and insights, helping users establish a subscription business model and establish, nurture, and monetize recurring customer relationships.

Zuora spans across commerce, billing, collections, revenue recognition, and analytics. The vendor says their products aim to help users:

  1. Go to market with their subscription offerings, then grow and retain their customer base across multiple channels
  2. Automate billing, collections, and revenue recognition to scale their business and support their go-to-market strategies
  3. Deeply understand their subscribers and the health of their business at all times

Zuora is headquartered in Foster City, CA with 11 offices around the world. The company services over 800 clients, including HP, Dell, Financial Times, Box, YP.com, Vivint, Hubspot, and Schneider Electric.

Zuora Features

  • Supported: Product Catalog
  • Supported: Subscriptions & Amendments
  • Supported: Zuora for Salesforce
  • Supported: Billing & AR Settlement
  • Supported: Payment Processing
  • Supported: Revenue Recognition
  • Supported: GL Integration

Zuora Competitors

Zuora Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Zuora is one of the best-known subscription billing platforms. Zuora is an enterprise-level product and, as such, provides comprehensive metrics, tax automation, and support for multiple currencies. It also offers Salesforce and NetSuite integration out-of the-box. It often replaces cumbersome ERP (enterprise resource planning) systems that does not focus exclusively on billing.

Braintree, a PayPal service, Maxio, and Vindicia are common alternatives for Zuora.

Reviewers rate Performance highest, with a score of 9.7.

The most common users of Zuora are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(274)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Zuora is a versatile software that offers several key use cases for businesses across various departments. Users, such as Surf Air and Branch, have found value in using Zuora as their primary revenue and subscription management system. It handles the complexity of subscription management, invoicing, and billing seamlessly, allowing finance, technology, customer service, and product strategy teams to automate manual processes and save time. Zuora has also proven valuable for the finance and accounting departments, serving as a centralized billing system that consolidates billing accounts and avoids the need for manual revenue reconciliation. Additionally, the integration of Zuora with Salesforce allows sales operations to manage the product catalog accurately and enables sales representatives to generate accurate quotes. Furthermore, companies implementing Zuora globally have benefitted from its ability to address subscription-related problems, recurring payments, prorations, discounts, invoicing, and reporting. The software has also been praised for its flexibility and support in scaling businesses during seamless transitions from other vendors. Overall, Zuora's features cater to multiple departments within organizations by facilitating financial transactions, managing subscriptions efficiently, providing valuable insights through data analysis tools like Zuora Insights, and aiding in compliance with company guidelines during field inspections.

Flexible Pricing and Customization: Several reviewers have mentioned that Zuora's subscription modeling allows for pricing flexibility and customization to meet specific business needs. Users appreciate the well-thought-out pricing structure and ability to request new pricing and discounting options, indicating that Zuora provides a customizable platform.

Seamless Integration with Salesforce: Many users have praised the integration between Zuora and Salesforce, stating that it streamlines sales processes and improves overall efficiency. With this integration, salespeople can easily build product quotes with flexible rate plans and have visibility into Zuora subscriptions and financials within Salesforce, enhancing their workflow.

Responsive Customer Support: Reviewers consistently mention the helpfulness of Zuora's support team. They appreciate the quick response times and assistance provided whenever needed. This level of support contributes to a positive user experience and demonstrates Zuora's commitment to excellent customer service.

Inaccurate Reporting: Several reviewers have expressed dissatisfaction with the reporting capabilities of Zuora. They feel that running multiple reports and combining them to get the desired level of detail is time-consuming. Some users also mentioned the need for improvement in distinguishing between multiple lines of business.

Difficult User Interface: Many users find the user interface of Zuora confusing and unintuitive. They have encountered issues such as clicking on hyperlinked subscription numbers leading to invoices instead of subscriptions, limited customization options to improve the poor UI, and weak search and reporting capabilities.

Lack of Integration and Flexibility: Reviewers have highlighted several integration and flexibility-related concerns with Zuora. Users mentioned challenges in integrating Zuora quotes with Salesforce, difficulties in customizing without Apex coding knowledge, limitations in offering different payment plans and billing frequencies, and a lack of seamless integration with popular accounting systems like Quickbooks.

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
July 18, 2016

Zuora Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
As far as I am aware the entire organization of Vivint uses Zuora for many of our billing needs. I use Zuora primarily for making amendments to a customer's account when they order equipment. I am not aware of all of the problems Zuora addresses for the rest of Vivint, but me and a few others on my team mainly use it so that our customers are invoiced properly for equipment they are purchasing.
  • I like how simple it is to alter a customer's billing account.
  • I love being able to see all the past amendments to a customer's account, which enables me to know what kind of billing history the customer might have.
  • Neat and organized.
  • I do wish that you could invoice a customer for multiple things without having to create a new amendment for each item.
  • Sometimes Zuora is a little slow, but that is likely a server issue and not an actual issue with Zuora as a system.
  • I do feel that sometimes there are too many button presses needed for a simple task.
It's really nice when the customer needs to be billed for multiple pieces of the same equipment, you can just change the quantity and not have to worry about creating a new amendment for each piece of equipment. I do wish that you could add multiple types of equipment to one amendment instead of creating a new amendment for each type of equipment.
  • None
Sorry, I haven't used any other systems like Zuora, so I am not able to fully answer this question. However, Zuora is very effective when it comes to invoice management and things like recurring payments. Although I cannot compare this to another system, I know that Zuora definitely does what it is meant to do.
3
Mainly invoice management. We make amendments to customer's billing account to invoice them for equipment they purchase from us.
1
I only know of one person who helps support Zuora, but there are likely more than that. She helps us to get access and with login issues.
  • Invoice management
  • recurring payments
  • billing amendments
It's not really up to me, so I can't give it a 10, but I do like Zuora for what we use it for, and that's mainly invoice management. I am sure there are other ways that we could use Zuora, and that other departments probably do use these other features.
  • Positive impact: we're able to invoice our customers timely and correctly.
  • Positive impact: recurring payments are simple and accurate.
  • Negative impact: Zuora and the Customer Management System that my organization use are no longer integrated because of some issues in the past with double billing and things of that nature.
Not Sure
  • Price
  • Product Features
  • Product Usability
I didn't have any choice in the purchase of Zuora, but I do know that the majority of my organization is satisfied with the level of accuracy and efficiency that Zuora provides.
Although I didn't have a choice in my organization's selection of Zuora, I think that I would have likely chosen Zuora as my subscription billing system anyway. It does what it needs to, and I feel like I have the tools to be efficient and accurate when it comes to invoice management and recurring payments.
  • Don't know
  • Self-taught
The product was definitely easy to learn without training. I did get trained by someone in my organization, but it wasn't that extensive. I feel that without training from Zuora themselves I am still able to fulfill my role in my organization and take care of my customers in the best way that I can.
I haven't had any issues with Zuora as far as configuration. I bet there features that Zuora lacks when it comes to configuration, but I don't know what they would be because my needs for Zuora are quite simple.
I have only ever needed Zuora support once, and it did take them quite a while to resolve my issue, but other than that the fact that I haven't needed them is always a good sign.
No
I had an issue with Zuora where my login was having issues, and they ended up taking a while to fix my issue, but it did get fixed so that's what really matters in my mind.
  • Invoice management
  • Recurring payments
  • Seeing past invoice history
  • Having to create multiple amendments for the same order
  • Lots of button presses for simple tasks
  • Creating an amendment
I feel like Zuora does exactly what it was created to do, at least for my organization. We mainly use Zuora as an invoice management system, and it's not a hard system to use to do that. The only reason I can't give a higher usability score is because of the amount of button presses it takes to perform a simple task.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Zuora is our billing software. It is used primarily by the finance department but also used in other departments. It addresses our invoicing, and customer data storage needs.
  • Zuora does a great job calculating tough subscriptions and auto -generating credits
  • Constantly improving with new versions.
  • Amendments to detailed subscriptions are not allowed.
  • You must delete and rebuild the subscription in order to change certain information.
  • Support response time is slower than I would expect sometimes.
If you have a very basic standard billing structure, you could go with a less 'fancy' software than Zuora.
We use Zuora primarily for invoicing, we have another actual accounting software that does our accounting close. We generate and send all invoices from Zuora and allow half of our batches to run automated; the other half we manually work with them as they are more complicated and take some manual touches to ensure they are correct.
100
Finance, order ops, sales ops, support, financial analyst
3
IT is required to help support zuora, business systems analyst is our other support.
  • Accounting/billing
  • Collections
  • Order operations
  • Use some technical billing functions that create pro-rations for us and do the calculations when we credit and rebill.
  • Z-quotes for sales operations and allowing the reps insight into current customers billing statuses
  • Improving z-quotes to better sync with SFDC and thus push subscriptions through properly
  • Utilize dunning email operations, tax help and storage of more financial metrics.
I very much like using Zuora and feel it is one of the most comprehensive tools we have in this company (in my line of work).
I it user friendly, gets the job done and the support there at Zuora is incredible.
  • Positive - allows for ease of subscription building and billing off of those subscriptions.
  • Negative - issues properly using z-quotes.
  • Positive - Has many options for customer data to be stored properly thus making it our primary data storage center of customer information.
No
  • Product Features
  • Product Usability
  • Existing Relationship with the Vendor
Relationship with zuora - they care about our success with the product and it goes a long way in renewing with them
I wouldn't change it, I like zuora a lot and would like to see my company keep zuora and even purchase more features of the software.
  • Don't know
  • I was not here when zuora was originally implemented
I don't have specific thoughts on this since I was not here for the original implementation.
  • Online training
  • In-person training
  • Self-taught
The onsite was so helpful and worth the hours spent. All three people that came to represent Zuora had a lot to offer.
Online is good but I am a very hands on learner, so I appreciate in person training the most.
Only certain parts were self taught, I don't recommend self teaching the software to yourself as you miss details that are important to getting the most out of the product.
Too limited
Needs to be more configurable to SFDC, the quoting tool seems to present issues at time.
No - we have not done any customization to the interface
Nothing to add here.
I am always impressed with both the turn around time of a request and the detail at which they offer to solve my issue.
Zuora came onsite with us for a day and I was very impressed with the level of attention they gave us and the feedback.
Yes
It was.
When they came onsite for an 8 hour meeting with us, three representatives of Zuora from all over the nation met with a core group of us Zuora users and provided an exceptional meeting for us. They were comprehensive with their support and suggestions.
  • Initial Subscription building
  • Customer account creation
  • invoicing
  • Amendments to existing subscriptions.
  • Changing currency of an existing account
  • z-quotes
I use zuora daily and very much appreciate the interface and ease of use.
The product is capable of a lot, small companies and large companies can utilize it with ease
There have only been a few days/instances in the past 2.5 years of using zuora that I, personally have had issues or been notified of issues relating to Zuora.
Zuora does a superb job for all the tasks I use it for. Billing - it is trustworthy and accurate. Customer data- it holds it and keeps past records for even cancelled accounts, and subscription builds - it has the ability to make very difficult subscriptions seem easy.
The integration with both of these has not been completed.
We need to finish integrating with these two systems. SFDC and the z-quote tool needs work
  • File import/export
  • API (e.g. SOAP or REST)
Z-quotes has been a major pain in the butt to integrate. I don't blame it entirely on Zuora though, I think we may not be using all the features properly.
Be sure to use Zuora experts to help you. Don't do this without training.
I didn't deal with the sales process directly for this relationship, I have however been a part of the potential renewal and upgrade of the system and I can say Zuora has our best interest in mind and is working to make sure we are a happy, satisfied customer.
They have maintained a strong working relationship and are just as available and wonderful to work with as they were from the start.
I did not partake in the initial negotiations.
Utilize their support and advice.
Yes
Went perfectly smooth.
  • Subscription capabilities
  • Better options for amendments of subscriptions.
Yes
We want to move to an even higher level of Zuora to utilize a better z-quoting tool.
RINKU SINGH | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Zuora is being used in the accounts receivable department for payment processing and generating daily reports.
  • It is a helpful tool for processing payments and refunds in some cases.
  • It helps us to pull all sort of data related to aging.
  • It is helpful for marketing as well.
  • In my opinion it should have more detailed tabs.
  • Analytics.
  • Financial reporting.
  • as400 and unix
It is more clear to find payment that has been processed or invoices which have already been processed.
60
AR, AP and Financial Reporting
10
IT, Finance,
  • Analysis
  • Analytics
  • Reportings
  • Dashboard creation
  • Report origination
  • Uploading attachments
  • A/R Balance
It's a perfect platform to make business effective.
  • Overall 2 - 3M business revenue on each month
Yes
Phoenix
  • Product Features
  • Product Usability
  • Product Reputation
The product features were advanced and more convenient than Phoenix.
  • Implemented in-house
No
Change management was a major issue with the implementation
  • Uploading previous data
  • Online training
  • In-person training
  • Self-taught
It is useful.
It was reliable.
Yes it was easy to learn with training.
It's the right type of product.
No - we have not done any customization to the interface
Zuora has helped me a lot in my business.
No
While pulling reports for the dashboard.
  • Reporting
  • Dashboards
  • Uploading reports
  • Images uploading
Yes, but I don't use it
It has been a useful tool.
  • Single Signon
Budget
Yes
it was smooth and reliable.
  • Budgeting
  • Analysis
  • Dependency
Yes
Phoenix to Zuora.
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