SaaSOptics is a game saver for automated B2B invoicing, collections and contract management
March 03, 2021

SaaSOptics is a game saver for automated B2B invoicing, collections and contract management

Christopher L. Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with SaaSOptics

We used SaaSOptics for a few things:
  1. Manage customer contracts.
  2. Invoice customers.
  3. Invoice collections.
  4. 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.

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It fit our use case perfectly. We acquired hundreds of contracts with an acquisition (prior to had only a few contracts). Our business model completely changed and we needed to make sure there were no interruptions in billing and most important collections from these contracts. SaaSOptics helped me quickly get control of and manage these contracts and get processes in place.

Best used for recurring invoicing - monthly, quarterly annually, etc. Invoicing and collections can be automated without the need to hire staff.