We "heart" SaaSOptics
February 16, 2019
We "heart" SaaSOptics
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with SaaSOptics
We use SaaSOptics as a single source of truth for all our contracts. It is a primary function of our Operations team but used to inform other departments such as Sales and Customer success. SaaSOptics helped us gain clarity and certainty into our customer contracts and solidify our revenue recognition to GAAP standards. In addition to revenue, it has streamlined our reporting for SaaS economics, Invoicing, and AR.
- The software was built by a SaaS company for SaaS companies. This comes through in the user experience and training.
- Integration with Avalara was very important and appreciated.
- The subscription momentum reporting is amazing. Almost every meaningful SaaS metric in one place.
- Would love to a see a commissions module or add on. This would add an incredible amount of value to our organization.
- Improved documentation of general use case workflows. Having a visual and starting point for what needs to be done would go a long way in grasping what needs to be done in various scenarios (new contract, renewal, cancellation, refund).
- Confidence in revenue numbers.
- Exposed gaps in sales order process.
- Less time spent invoicing and obtaining metrics.
Insight Squared did not integrate with HubSpot which is what we use as our CRM. We chose SaaSOptics because it offered GAAP compliant revenue recognition, great reporting, and the user experience quality was high.