Overall Satisfaction with SaaSOptics
We used SaaSOptics for a few things:
- Manage customer contracts.
- Invoice customers.
- Invoice collections.
- Link between Salesforce and QuickBooks.
- Very easy to automate and keep track of invoices.
- Great collections tools - automate messaging to customers that drives collections via cadences functionality.
- Single source of the truth, maintains everything related to each customer's contract. Schedules out invoicing, revenue recognition, renewals along with storing actual contract and notes.
- 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.
- 75% savings vs outsourcing invoicing to 3rd party that was being used.
SaaSOptics was all that I looked into.
Do you think Maxio delivers good value for the price?
Yes
Are you happy with Maxio's feature set?
Yes
Did Maxio live up to sales and marketing promises?
Yes
Did implementation of Maxio go as expected?
Yes
Would you buy Maxio again?
Yes