Great experience start to finish, from sales to implementation. Highly recommend.
January 16, 2019

Great experience start to finish, from sales to implementation. Highly recommend.

Kim Mitchell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SaaSOptics

We are using SaaSOptics primarily for its revenue recognition and reporting functionality. Current users are myself, in the weeds and using it daily, and our CEO and Sales team who use it for various metrics. The biggest business problem it addresses is revenue recognition. It also provides great metrics for our Bus Dev team.


  • Revenue recognition. No more spreadsheets! It is robust and highly configurable.
  • Metrics around SaaS sales. ARR, MRR, TCV. All of these things are available quickly and easily,
  • Syncing with QuickBooks Online. Nice to not duplicate our efforts. You can continue to invoice using QB, or you can use SaaSOptics to invoice. The flexibility is appreciated.


  • I would like a bit more visibility into sub-customers. All sub-customers are currently listed under the parent. If there were a way to differentiate each sub-customer without having to drill down too far that would be great.
  • We are only a few weeks in with SaaSOptics so I can't really speak to ROI. I do feel the sales team will appreciate the analytics as much as I do, and we will rely on this data for important decisions moving forward.
I would recommend SaaSOptics just for the revenue recognition functionality alone. It is robust, and I can finally trash my clunky spreadsheet. But it also comes with analytics and reporting functionality that is very useful as well, across Finance and Sales. I found the implementation to be useful, because we ended up migrating our own data, and in so doing, I was able to learn the software and how it works in a more complete way. I still have a lot to learn about the reporting, but I feel as though I understand how it works on its own, and how it works with QB. Getting our revenue recognition right for 2019 and onward was a high priority for us, since new revenue recognition standards are applicable to non-public companies this month. The process enabled us to "audit" our current year revenue recognition and make sure we have everything in place going forward for accurate, complete and current financial statements.


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