Maxio Reviews

Overall rating
Filter by
Company size
Time used
252 Reviews

- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Chargify has everything you need
Reviewed on 2019/02/12
We've been with Chargify since the early days, and although they have raised their prices we are...
We've been with Chargify since the early days, and although they have raised their prices we are still very happy not only that we chose them to begin with, but that we are still happy with the service. If you want a solid payment processor that will meet all your business/corporate/legal needs, Chargify is the one-stop-package.
Pros
Meets all legal standards
Hosts transactions
Accepts payments outside US
Handles Dunning
Reliable
Many useful features like step-tiered billing
Helpful support
Cons
Cost has been raised several times since we started
Rate limiting on API is pretty low
Wish it had more hosted payment page/email templates/customizations
Locked in once you choose them as your payment provider, no real migration path to other service.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Support & CS are vital
Reviewed on 2020/09/22
Pros
I am so happy that a customer success team has been added. This has been so important as we build our dashboards and reports that we use on a weekly/monthly basis.
Cons
The implementation and training was good but there was a lot I didn't learn that I didn't realize until after implementation was complete. There are a lot of features but I often have trouble figuring out where to go or what reports I need.
Alternatives Considered
NetSuiteReasons for Switching to Maxio
SaaSOptics had all the capabilities we were looking for at a better price.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Too Expensive for what they deliver
Reviewed on 2019/09/15
It has served it's purpose for being a quick start for recurring billing, but the cost is too great...
It has served it's purpose for being a quick start for recurring billing, but the cost is too great to be a long term solution. The team are great and super responsive in answering my questions asap.
Pros
The advanced recurring billing options for stacking (or not) coupons and discounts, ability to grandfather pricing, and the support team are fantastic.
Cons
Every plan is a new subscription to be manually created. We use their hosted signup form and have to create 1:1 for every product in the catalog - too hard. Can't customise the css of the statement.
Reasons for Switching to Maxio
Looked for NZ currency and Xero integration- Industry: Business Supplies & Equipment
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Great solution to start a Subscription based solution
Reviewed on 2019/09/05
Pros
Easy to implement basic subscriptions, APIs, and product offering.
Cons
Cannot manage multiple sales channels and lack of CPQ.
Reasons for Switching to Maxio
It was easier to implement and get our feet wet.- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Comprehensive product and well designed
Reviewed on 2024/05/11
Pros
It has an amazing level of features and functionality.
Cons
It is a bit clunky in some areas that I’ve used.

- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Makes My Job 10 TIMES Easier!
Reviewed on 2017/11/02
Chargify has helped our support team be able to maintain transparency and integrity of our...
Chargify has helped our support team be able to maintain transparency and integrity of our automation and billing process when its come into question. I cannot say enough wonderful things!
Pros
We use Chargify for all things billing like processing subscription charges. We've also been able to automate invoicing/statements, failed credit card payments, subscription state, customized billing, etc... and can we talk API? Their API was very easy to integrate with and use has shown to be very valuable when regarding disputes and verification of integrity of our customer accounts. We couldn't be any happier! Plus, their support team is and has ALWAYS been helpful when anyone from our team reaches out.

- Industry: Internet
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Using Chargify for a SaaS product
Reviewed on 2019/09/11
We do all of our invoicing through Chargify. It's easy to use software for billings with Credit...
We do all of our invoicing through Chargify. It's easy to use software for billings with Credit Card or Invoice. Any other options are not available within Chargify.
Pros
- Easy to use
- Easy to implement in your system
- Not too expensive
- Good value for money if you don't need additional features
Cons
- Invoices are too expensive.
- Not possible to create "customized" pricing structure.
- Only trial/active stages, no additional stages.
- Limited in features
- Should have more innovation

- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Chargify for the CEO
Reviewed on 2019/09/14
Credit card contract management/retention across three currencies. It has been a God-sent.
Credit card contract management/retention across three currencies. It has been a God-sent.
Pros
Daily update on the MRR in each currency is invaluable. I can quickly see how we performed that day. And tale corrective action or congratulate dependent on the country and numbers for that day.
Includes; New Business, Expansion, Reactivation, Contraction and Churn.
Cons
I recied a separate e-mail for each currency. I would like to receive just one.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A Great Experience
Reviewed on 2017/10/05
Pros
The sales process and the setup process were both so great. I felt very well taken care of by, especially by my on-boarding specialist, Kayla. She took me through a very stressful transition (let's be honest, money and technology can stress a person out) and made it smooth and easy. I'm very happy to be on track and using the system now. And I love it! I went with Chargify because it seemed like the only system that would allow me to both charge clients cards automatically, but also send invoices to those clients that need to pay by check, ACH or wire transfer. We have a lot of international clients, so this was imperative for us.
Cons
There are a few places that improvements could be made, but they are minor and the staff seem very open to hearing comments. I do wish we could go back and edit invoices that have already been created. But I understand the reasoning behind it. I would also like to see more advanced/flexible reporting.
- Industry: Internet
- Company size: 2–10 Employees
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Great and easy to use tool for billing
Reviewed on 2015/09/08
Chargify serves as our billing software for our company. I love it! It gives us a handy, intuitive...
Chargify serves as our billing software for our company. I love it! It gives us a handy, intuitive way to track payments for our customers, allowing us to better serve them overall.
Pros
Roll-over invoices for those who don't pay a previous month (whether on purpose or by accident) is REALLY helpful. It allows us to make sure we're not losing money from month to month, and helps to keep customers accountable to pay what they've agreed to pay. Along those lines, it's super beneficial to have a way to track (in as great a detail as desired) a person's billing history to be able to verify and better handle what can otherwise be frustrating conversations with customers.
Cons
Sometimes it can be confusing when adding in check payments to keep track of where they come from. Perhaps a helpful reminder when adding in a check payment saying something along the lines of, "Hey! Looks like you didn't write a note here -- you might want to, just for future reference."
Response from Maxio
Thanks Matthew for the positive feedback!
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A fantastic and much-needed platform for growing SaaS businesses
Reviewed on 2018/08/28
Overall, I'd say that SaaSOptics has, after some up-front work to get it configured to our...
Overall, I'd say that SaaSOptics has, after some up-front work to get it configured to our requirements, completely delivered on the lofty expectations we had for it. We have a two-person finance team managing a business that's doing >$15M of ARR. As you can imagine, these brave souls simply would not have time to pull together the sort of deep multi-faceted business intelligence reports and ongoing analytics that SaaSOptics gives us at basically the push of a button. It's been a very important tool for us as we manage growth and optimize our revenue streams.
Pros
SaaSOptics is incredibly flexible and the only solution of its kind that we've seen successfully integrate both Salesforce and Quickbooks in a way that actually dramatically saves time and improves data integrity. We test drove some competing solutions (all far more expensive) and, unfortunately, many of them actually created more issues for us than they solved.
Cons
The flip side of the incredible level of flexibility/customizability that SaaSOptics has is that it is not the simplest solution to learn to work with. While recent updates continue to simplify and enhance the UX, it's still a tool best suited for "power users" and takes some time to learn and use to its fullest extent. If you expect this to be "plug and play", you will be disappointed and not get the full value of the solution. With that said, it was certainly no more complex or challenging than implementing Salesforce.com for the first time, which is basically a rite of passage for most SaaS companies, so I would not let the learning curve deter you from investing in SaaSOptics. Our experience is that benefits of the time-saving workflows and powerful reporting far outweigh the time investment required to get ramped up. Their support has always been excellent and responsive as well, which makes a big difference with a more complex product like this.
- Industry: Accounting
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Future invoices, Tax options & Client Billing (info) Profiles
Reviewed on 2017/03/17
I do enjoy how easy it is to raise credits/invoices & sync these transactions to Quick Books from...
I do enjoy how easy it is to raise credits/invoices & sync these transactions to Quick Books from SaaSOptics. It is also very easy to reverse revenue by raising the transaction from the contract. The main issues I have, however, with this software can be narrowed down to - Future invoices, Tax options & Client Billing (info) Profiles:
1. I keep a self-maintained spreadsheet with future invoice details due to the following: Future invoices are not always pulling when the date is current; they are not appearing in the order processing (ready to bill) list within SaaSOptics because the 'e-invoice queue' check mark is dropping off. To avoid errors, to ensure that the client receives their invoice when the date is current, I track this info on a spreadsheet outside of SaaS.
2. I keep a maintained spreadsheet with billing profile information for our clients due to the following: Inconsistencies on the billing profiles between SaaSOptics, Sales Force & Quickbooks. Billing information can not be trusted, ease of use could be improved to avoid syncing headaches. To avoid errors, to ensure that the client receives their invoice with correct billing info, I track this info on a spreadhsset, outside of Saas.
3. I keep a maintained spreadsheet with tax tables and user tax details due to the following: The inability to add multiple sales tax rates in SaaSOptics / Quickbooks. Ease of use could be improved by allowing multiple rates to be added into the system & allowing tax addresses to be saved in the system. I calculate tax outside of SaaS/QB, maintain this info for reporting purposes & manually enter tax details on the tax line in QB/SaaS. My other option would be to create line items for tax ( I have discussed this option with QB) but then it would pull into SaaSOptics as a product line (not tax) which would in turn throw the financial summary out of balance. Total invoice line items scheduled would increase by the tax amount which would not balance to the revenue.
4. I pull data & cross-compare SaaSOptics with Quickbooks to fix the tax errors due to the incorrect sales tax rate is generating on the invoice. If the sales tax is blank in Quick Books but is set to taxable in SaaSOptics, an "inactive" rate pulls onto the invoice which is not at the correct rate. At the same time, when I pull this info, I also cross-compare against my self maintained spreadsheet to correct errors on the billing profiles.
Thank you for your time!
Pros
Financial Summary - Overview of account
Cons
Tax options
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great tool & great support
Reviewed on 2017/03/24
SaaS Optics does exactly what it's supposed to do & does it in a clean & clear way. Revenue...
SaaS Optics does exactly what it's supposed to do & does it in a clean & clear way. Revenue recognition is complicated but they've made it so much less onerous. It's a very good idea to spend the time on the training so you can utilize the system fully - there are lots valuable tools that will save you time & confusion (ask me how I know this.) Support is on point, all the time. I never have to wait long for a response & they always address my questions or requests thoroughly. The software & site is very reliable & stable as well.
Pros
The Home screen! Love to have tons of information & links to information & processes all in one handy place. Also, they aren't wasting my time waiting for pages to load because they had to gussy it up with a lot of graphics.
Cons
There needs to be a way to set different user access levels. Also, I sometimes can't figure out how to get particular information from reports. Also, often auditors want to see the daily revenue recognition schedule & we can't seem to get that. I assume because it would be a gigantic report. I wish there were a few more embedded links. For instance, every time I change the closing date, it kind of drives me crazy that I can't just click on the date to update it, or click on "Closing Date" but instead have to click on "Update Settings." A bit more click-ficiency would be super appreciated. ;)
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Good software, but requires a lot of work
Reviewed on 2019/02/12
Overall we like Chargify, and love their support team. The product has gotten a lot more expensive...
Overall we like Chargify, and love their support team. The product has gotten a lot more expensive since we started with them, but when everything is working it's really one of the best platforms I've ever used.
Pros
The ease of basic setup, integration with payment processors and basic product functions are great. The API is also very functional and pretty nice to work with.
Cons
The customization options are a bit hamfisted and difficult to work with. I like that Chargify gives the option of using their checkout page but I hate that it takes custom javascript to make basic text changes. Feel like the software generally does everything I need, but sometimes you need to call support and get a "cheat" to make it work. Unfortunately we have also had several incidents over the last few years where bugs in chargify's software have cost us money.
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Hands down best product on the market.
Reviewed on 2018/07/10
The easiest billing software that I've come across. And I've encountered many.
The easiest billing software that I've come across. And I've encountered many.
Pros
Above all else, their instant online CHAT SUPPORT should be an industry standard. I have had some crazy, custom expert level scenarios with which I have tried to "stump the chump", and every time, they have not only helped me come up with a great solution, but walk me through how to implement it.
Their support staff have real personalities, you can actually feel the ownership they have for the product when they assist you in the areas of the software that you need help with. They are fun, and professional at the same time.
A client came to me with this already in place, and I'll recommend them to every client I have who needs this software, all day, every day.
Cons
Since there is a 100 character limit that I must fill, I'll just sit here and type whatever comes to mind. There isn't one con. Wait. Maybe one.
Nope. Can't think of it.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Very Good Product - Some features need fine tuning
Reviewed on 2020/09/23
We always struggled with the follow up on outstanding invoices. Using the Cadences has helped us...
We always struggled with the follow up on outstanding invoices. Using the Cadences has helped us bring old accounts up to date and chase our money! This has been an outstanding improvement to our overall business practices.
Pros
I like using transactions to drive invoice creation rather than relying on Quick Books memorized transaction lists to produce recurring charges. It's easier to make mid term changes and to track revenue growth as well as projecting future revenue based on transactions and auto-renewals.
Cons
A few of the newer features have some bugs, ie: Statements dont show CURRENT invoices, and they also dont reflect all payments made (it's a little glitchy).
One of the biggest drawbacks is that the autopay feature is set at the CLIENT level. For monthly subscribers (on autopay) who purchase development time (which we give net 30 terms to), it's a headache to manage in order to ensure that they do not get charged when they dont' authorize it. Many of these customers would prefer to pay by check for the larger invoices and when they are autopay customers, we are constantly adjusting due dates to avoid an auto-charge. Changing this setting to a default client setting, with the option to turn it off on the invoice or even the contract level would be a FANTASTIC upgrade for us and I'm sure for many other users.
- Industry: Telecommunications
- Company size: 10,000+ Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Solid for what it is supposed to do...
Reviewed on 2019/09/10
It's a good solution. I'd like the ability to pull full raw data from Chargify as well. I think...
It's a good solution. I'd like the ability to pull full raw data from Chargify as well. I think being able to pull full raw data at the line level - all changes, etc. - can allow an organization to not just use Chargify reports and dashboards, but create their own based on their specific needs.
Pros
I like the ability to pull specific reporting like recurring revenue and sales data. The ability to see customer sales transactions and movement is great as well.
Cons
I'd like to see easier implementation with Salesforce. Now that Salesforce acquired Tableau, the reporting from Chargify can be used to pull into Salesforce for different reporting views that Chargify may not capture. Or, in some cases, Tableau is the norm for the company, not Chargify, so ease of use to share the data.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Reliable Billing System
Reviewed on 2019/09/05
Pros
Chargify is easy to use for the most part. Dashboard's great, especially revenue comparisons between this month and last month. Our customers do not have direct access to their Chargify account, so I like being able to share a link via email so they can update their billing information. The "transactions" tab provides a quick view of the latest transactions which comes in handy. It's easy to setup new products and coupons. "Site activity" provides a great view of payment success/failure as well as sign up failures, etc. Support has been responsive when I've needed assistance.
Cons
I would like to be able to cancel a handful of Sponsored User accounts but cannot do it without affecting the churn rate.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
A rock solid billing platform lacking just a few search related features.
Reviewed on 2019/02/19
Solid and extensible, which is what we wanted, but plenty of room for improvement in admin,...
Solid and extensible, which is what we wanted, but plenty of room for improvement in admin, search, and reporting areas.
Pros
The platform is fully featured as far meeting as our needs for recurring annual billing for software licenses. It has a fast interface, the API is solid for website related coding, and the
Cons
The admin area is lacking in features. No real ability to generate custom reports, though they have some details reports but the drill down is limited. The search/filter capabilities are poor in most screens. They recently added a global search ability, which is handy for simple account related detail, but presents only a short list, and can only select one account each time, so no good for bulk searches. The main list screens for transactions and subscriptions is severely lacking in searchable parameters. For example, searching transactions exposes only date range and a type. No other transaction data is available to search against. This lack of back end admin features appears in other areas too, such as the web hooks panel.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great product. Easy to setup and use.
Reviewed on 2019/02/15
We have a self-serve SAAS service and Chargify helps us automate the charging and statements as...
We have a self-serve SAAS service and Chargify helps us automate the charging and statements as well as providing customers with a way to manage their information, plan choices and payment details.
Pros
Chargify is a great product. Great for smaller business. I like that it's fairly simple and intuitive for setup and use. The UI is great and easy to navigate. Support are very responsive and friendly. They take initiative to help and advise customers through developments in subscription charging and often introduce useful new features to the tool. Always striving to improve. API is good too.
Cons
Some of the framework introduces complexities and complications. I've struggled a bit manging customers using invoice billing and also having customers manage information, statements etc in the billing portal. Though there are workarounds for any issues it can, occasionally, make things a little fiddly.

- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Software that does not disappoint
Reviewed on 2019/09/11
Pros
For me, as a QA in company it's easy to use. Honestly, we didn't even once have problems with it. It just works.
Cons
I heard from those who configure it, it was not really easy to do it but if you did in once, that's done and you can forget about it.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Chargify simplifies your accounts
Reviewed on 2019/09/10
Overall, we have had a positive experience with Chargify. It makes our day-to-day operations much...
Overall, we have had a positive experience with Chargify. It makes our day-to-day operations much easier and quicker.
Pros
Chargify allows our company to manage subscriptions without any hassle.
Cons
The ability to edit invoices. It should be easier
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Chargify is a great subscription management tool
Reviewed on 2019/09/10
overall, we have a very positive experience with chargify. It fulfills 95% of our daily business...
overall, we have a very positive experience with chargify. It fulfills 95% of our daily business needs. Great service!
Pros
I like how easy it is to use and how seamless it integrates with other online apps (shopify, mailchimp etc)
Cons
I wish the email tool allowed for you to style emails better. The user interface is clunky and limited. Also I wish the integration with mailchimp passed along the subscription status of "pending cancellation". That way we could set up an automatic email campaign in mailchimp that is sent to users who change their status. It would help us save subscribers before they cancel.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Billing in for multiple types of subscription models
Reviewed on 2019/02/15
We did not want to write a full customer billing system when we started 10 years ago. Chargify let...
We did not want to write a full customer billing system when we started 10 years ago. Chargify let us get up and running quickly and has kept pace with our needs as we grow.
Pros
Easy integration brought us to Chargify and it has been consistently good. The simple interface and a fair number of modifications have been great to manage our billing system without having to master an overly complex system.
Cons
We sell recurring and also Pay As You Go subscriptions. Recurring works great and our customers love it. Our Pay as You Go customers complain from time to time because their statement can arrive up to 30 days after their purchase. That makes them assume they have be billed on a recurring plan.
We understand we are a weird kind of account and you focus on recurring ... so no hard feelings
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Get the job done in one place!
Reviewed on 2019/09/05
Overall, Chargify is a must have for any business. I love how easy it is to navigate and how user...
Overall, Chargify is a must have for any business. I love how easy it is to navigate and how user friendly it is. I would recommend this product to everyone.
Pros
Chargify is wonderful because it allows you to do so much in one space. Our company struggled to find a place we could change billing, refund, and cancel accounts without having to go across multiple platforms.
Cons
My only con to this software is I wish you could make refunds further back than 120 days. It can get tricky when we need to refund more and end up having to contact our billing department to cut a check.