# Page 2 | Maxio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Maxio the right Subscription Management solution for you? Explore 255 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/139751/Maxio/reviews --- Maxio 4.3 (255) [View alternatives](https://www.capterra.com/p/139751/Maxio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Maxio ## Showing most helpful reviews Showing 26-50 of 255 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Owner Internet Used the software for: 2+ years ### "Robust system, particularly for API usage" February 12, 2019 5.0 We came from a competing service where the tech support had devolved. We needed an API that was robust enough to let us convert our existing payment system quickly, which Chargify's did. The customer service and tech support along the way has been excellent. As PCI compliance became more rigorous, we moved to using their hosted public payment pages, which allows us to reduce/remove PCI compliance on our side. However, the public pages do come with some limitations in that customizing them requires knowledge of CSS and Javascript to control various elements. Overall, however, our transition to, and continued use of Chargify has been a great experience and I would recommend them to anyone looking for a merchant account payment processor. Pros \- API functions to handle almost any processing request you can think of - Great tech support (actual knowledgeable techs, not script-readers) - System uptime seems stable and reliable - Hosted public payment pages helps reduce PCI compliance requirements Cons \- Cost is a bit on the high side, but not outside the realm of its competition. - Geared strongly for recurring payments, lacking easy single-charge functions (in particular, scheduling a single charge on the future date). - Customizing the public payment pages could be easier with options to display/hide various components instead of relying on merchant to create CSS/Javascript to control them. - ACH support limited to only a couple of merchant account providers. In our case, this requires us to use a separate e-check payment processor, resulting it maintaining two distinct payment processes on our side. Review Source Response from Maxio February 14, 2019 We're glad that your experience with Chargify has been a great experience & appreciate the review. We are always looking to improve our service & value this feedback when prioritizing updates! BS Bob S. VP-Finance Computer Software Used the software for: 6-12 months ### "SaaSOptics - The Perfect Fit for our Subscription Needs" November 17, 2020 5.0 Like most start-ups, we moved from the subscription spreadsheet to the SaaSOptics platform so our initial need of having an automated system in place was solved immediately. Since then it's only gotten better. It was kind of like not realizing we had a headache until it went away. The more we use the SaaSOptics platform the more we find out it can give us, from ARR to Churn to Invoicing, to collections and more. We've also discovered that SaaSOptics as a company has a very strong commitment to customer success and that means we have access to people who really know the product and can advise us on how to achieve our goals for using the platform. Pros Pretty much everything, and I'm not kidding. It's a fairly complex software to gain proficiency with but once we did we were continually amazed by the additional functionality we discovered on an almost weekly basis. The flexibility of the invoicing system, the crazy extensive reporting capabilities and integrations with our Salesforce and QBO accounts make our work experience so much better. Plus our Board loves the data coming out of the solution. The other thing I love about the software is their customer support team. Wow, they are some of the best support people I've ever encountered. Totally worth signing up for that aspect by itself. Cons It is a complex system to learn and I didn't have proper expectations set going into the UAT. I was frustrated that it wasn't more intuitive but having learned how to use the software I now realize that it would've gone much better earlier if I had just committed to learning the system earlier. One good thing about this is that I can make mistakes and undo them when I do. Alternatives considered [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/)[Zuora](https://www.capterra.com/p/84232/Z-Billing/) Reason for choosing Maxio It came down to functionality, 100%. SaaSOptics did a much better job of giving us the information we needed for our specific subscription billing/reporting needs. We've never regretted making the choice to implement SaaSOptics. Review Source VR Verified Reviewer CEO Marketing and Advertising Used the software for: 2+ years ### "Great Product, Don't Give a Hoot About Customers" September 10, 2019 5.0 We've been (sadly) a long-time user of Chargify. Eventually, we will switch to just using native Stripe. Chargify is just a GUI on top of native Stripe and native Stripe has come a long way over the last few years. Anyway, Chargify got new leadership a few years ago. Their CEO told me via email and on the phone that they would not raise our prices without an adequate heads-up. Well, they did. And they raised them by 10x (TEN!!!) with one month's notice. As a consolation, they gave me $20/month off. Thanks for being so damn generous with your long-time users. They justified it by saying their development costs have soared as they've worked to develop new and rather poorly rolled out new features that aren't as good as other tools. For example, their analytics is absolute garbage. To make matters worse: Just recently, there was a BIG bug as they switched their API calls to Stripe where Chargify was calling the ORIGINAL card a user signed up with as opposed to the default one in Chargify. We notified them about this in late August and they passed the buck to Stripe. Well, it was NOT Stripe's fault. After a lot more back and forth emails, they finally admitted that this was on their end and fixed the bug. But that's after we've had to process thousands of dollars in refunds. STAY AWAY. Use Native Stripe. Chargify is a rip off. Pros \- Ease of Use - Dunning management - Filtering of data Cons \- Raise Prices 10x on Customers - Buggy - Analytics - Support - They don't care about their customers - As you grow, their logic of how they handle Products/Coupons is really, really poorly designed. Review Source SY Sasha Y. Senior Accountant Computer Software Used the software for: 2+ years ### "Great Revenue software!" September 25, 2020 4.0 SaaSOptics made a huge difference throughout our company, from sales order management (implementing process controls on the GTM team) through to collections and dunning (dropping our AR from 65 to 32 in 3 months). It's been great for our size of company. I'm sure there are more robust softwares out there that can do more, but all of those were out of our price range. I also enjoy the fact that SaaSOptics is continually pushing out new features that directly impact and improve every day processes, not just higher level reporting or UI. Both high level reporting and UI changes are important, but being able to deliver on all 3 fronts, rather than just 2 means that SaaSOptics has been a pretty good company to grow alongside. Pros Customizable revenue schedules that are significantly better than the previous excel spreadsheets. This software dropped periodic revenue reconciliation from 4-6 hours to 30 min as a result. The collections and dunning automation is a lifesaver for small accounting/Finance operations teams. If you're only software option for managing Sales Tax is the baked in option within QBO, their Avatax integration is significant improvement on QBO. Cons The reporting is not as intuitive to team members who are not active and continuous users. Makes a LOT of sense to me, but I notice there's a learning curve for non-SaaSOptics users to understand the reporting. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Deferred revenue schedules were getting too complicated for our increase in Revenue, needed something better than excel. Review Source AC Allison C. Consultant Non-Profit Organization Management Used the software for: 2+ years ### "I wish I found this sooner" September 13, 2019 5.0 I use Filemaker pro. I used to have to keep track of client information such as billing period and contact them to get the authorization to charge them each period. It was really ridiculous. Now everything is completely automated. Chargify does everything and sends me notifications to let me know how things are going. My experience has been a ten and I hope Chargify does more marketing so that more business can be sure to find them. Pros The customer service at Chargify is unmatched. While within your account you can choose to chat with a representative who is competent and will quickly solve whatever issue or question you have. They are able to provide direct links within your account to help you navigate and set up whatever you are trying to do. Chargify allows you to set up several different billing strategies easily and efficiently. The possibilities are endless. The support center is extremely detailed and helps you gain a full working knowledge of all the available features so that you can be sure to take advantage of them. Cons You get what you pay for and the steep price of this comes with steep rewards and benefits. If you paid less you still wouldn't get half of what they have to offer. Alternatives considered [SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/)[Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/) Reason for choosing Maxio It had the best price for features. Also included features other products didn't. Also the api and integrations. Switched from [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/) Filemaker is so tedious. Review Source BW Becky W. Revenue Operations Computer Software Used the software for: 2+ years ### "Invaluable for Small Subscription Business" September 22, 2020 5.0 This app is invaluable to our finance team as we are a small team for a growing start-up business and do not have the time to calculate and manage revenue in spreadsheets. SaaSOptics allows us to process orders from Salesforce, automatically generate revenue schedules, and then sync the invoices to the general ledger in QBO with very little manual input. In addition, it provides trustworthy financial and analytic reporting, so we can record revenue in accordance to GAAP standards as well as report on common SaaS Metrics for our BOD meetings. Finally, the SaaSOptics cadence module automates collection emails, so AR management is a breeze. I highly recommend for any accountant looking for a subscription / recurring revenue tool to work alongside QuickBooks! Pros My favorite features are the smooth integrations with Salesforce and Quickbooks, the automatic email cadences for improved AR management, and the reporting functionality, both for financial and metric reporting. Cons In the way that we use SaaSOptics (with Salesforce and Quickbooks), I have no complaints! The syncs work smoothly and easily. However, we did have some issues with the Intacct integration and the recording of payments from Stripe. While the payment recording is seamless in Quickbooks, in Intacct custom automation had to be built in Intacct in order to match the partial Stripe deposits from SaaSOptics to payments and mark the invoices as fully paid while writing off the credit card fee. Review Source HR Heiko R. CFO Information Services Used the software for: 6-12 months ### "Gutes Billing-Tool für SaaS mit teilweise individuell verhandelten Verträgen" August 23, 2023 4.0 Gutes Billing-Tool was es ermöglicht effizient und effektiv die SaaS Verträge zu verwalten und abzurechnen. Alle notwendigen Analyse und Prognosefunktionen werden unterstützt. Pros Transaktionslogik, Abbildung von Revenues und Auswertungen, Prognosefuntkion Cons Mangelnde Anpassung an deutsche Themen, SePa Zahlung, Möglichkeit Rechnung nach Versand zu ändern Alternatives considered [Younium](https://www.capterra.com/p/180683/Younium/) Reason for choosing Maxio Preis und Erfahrungsbasis Switched from [Chargebee](https://www.capterra.com/p/131433/Chargebee/) Chargebee war für Massenbilling gemacht und hat unsere teilweise individuellen Verträge nicht unterstützt. Review Source VR Verified Reviewer Co-Founder & CEO Apparel & Fashion Used the software for: 2+ years ### "Chargify is great if you need to customize" February 19, 2019 5.0 Pros We are grandfathered into older pricing which is amazing. It's less expensive than many other rebilling platforms. It is easy for a developer to customize to your businesses needs. It's a simple program and not a one size fits all approach. Cons The dashboard isn't accurate and there's a discrepancy between the main dashboard KPIs and the insights. The data isn't populating correctly and it throws off the numbers. Doesn't take into account certain things like when someone pauses, cancels and is reactivated, etc. No paypal option if you choose Stripe bc they only allow for one payment gateway. Review Source Response from Maxio February 27, 2019 Thank you for your review! The discrepancy you are seeing in the dashboards is feedback we have received before. Currently, the two graphs show different things (one is cash, the other is a billing based view of revenue). Our team has developed a detailed plan to fix this issue. Feel free to contact us at support@chargify.com or 1-800-401-2412, if you have more questions on this matter. Dave T. Software Engineer Automotive Used the software for: 6-12 months ### "Relationship invoicing has constant bugs, can't rely on Chargify" September 30, 2019 1.0 There has been a LOT of ongoing frustration on as they slowly fix bugs. We signed up and used some very new features of Chargify that weren't ready for prime-time. They didn't tell us we'd be guinea pigs when signing us up for a service with a $$$$ premium price tag. Hopefully anyone that follows will benefit from our testing of the software. Obviously Chargify isn't doing sufficient testing internally. I regret choosing Chargify, but don't have the time to drop them yet. Pros Good fit for monthly SaaS, if not using the buggy relationship invoicing/customer hierarchies Cons Relationship invoicing and customer hierarchies have been continuously buggy. Basic features like partial refunds were missing at first, or partially functional. Support response is quick, but unhelpful. Escalation takes a while for a permanent fix. We're having to add a secondary system for managing our customer subscriptions to work around all of the errors in Chargify. We have ongoing retraining of our employees for bug work-arounds. Switched from [Stax Bill](https://www.capterra.com/p/140111/Fusebill-Subscription-Billing/) Relationship billing, better fit for SaaS Review Source Kim T. COO Information Technology and Services Used the software for: 2+ years ### "Too Expensive for what they deliver" September 15, 2019 3.0 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. Alternatives considered [WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/)[Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio Looked for NZ currency and Xero integration Review Source AB Alex B. CEO Used the software for: Less than 6 months ### "What were they thinking?!" March 30, 2017 1.0 UI, UI, UI. My business recently enrolled in SaaSOptics, a financial reporting service for SaaS business. Seldom have I encountered a user experience so bad. For starters, there is no link for user to log in on their home page. You actually need to navigate to an obscure link hidden away in an email. And the URL is not something easy to remember. Although they do this for security reasons, to reduce the risk of accounts getting hacked. If you manage to log in, you'll find that the summary lines you want for each report, such as total, are hidden at the very bottom of the report. When the report has hundreds of lines, you really don't want to do that. Then you'll try to find the most basic things, and struggle. For example, is your report to be found under Finance Reports or Analytics Reports? Should you look in Reports Dashboards or Reports Snapshots? With titles so specific (everything in SaaSOptics is both financial and analytical in nature), who needs a General Confusion Officer? Then you'll discover what you're looking for is not there, so you'll want to create one. It's so complicated that you have to watch a 30 min video before you start. So you'll resort to their Business Metrics report, labeled "possibly the only report you'll ever need". Turns out they decided that it's better to place bar charts of completely unrelated metrics side by side than to put successive months of the same metric together. So to look at growth of any metric across just three months, you need to look at columns that span an entire page across 42 columns. Some timelines are horizontal; others are vertical. The last month I am shown is September of last year, and there is no obvious way to change the time period shown. For the love of God, can someone tell these people that user experience matters? Pros Still looking for a pro. Update: Within three business days of my review, I was contacted by a SaaSOptics employee with an offer to help. So I have now found a pro: their support seems to be attentive. I have found their leadership to be extremely attentive and helpful Cons The UI. Review Source Response from Maxio January 16, 2018 Thank you for your feedback and updating your review. Ensuring our customers have a positive experience is our priority and we're sorry you were dissatisfied. SaaSOptics manages complex B2B subscriptions including revenue recognition, one-off billing, and sophisticated analytics. As a result, we are upfront about the required online training throughout our sales and implementation process. When compared with other similar systems with training and learning curves measuring in days and months, SaaSOptics is radically better at just 4 hours of training. Accounting, bookkeeping, and subscription analytics are not intuitive concepts. It takes more than a few hours or days to get your CPA, learn QuickBooks, or efficiently use sophisticated general ledgers like NetSuite and Intacct. It takes only a few hours to learn SaaSOptics and once you do, you find the layout, navigation, and operation of the platform organized and efficient. But in the end, you can't just login and start using it. VR Verified Reviewer Account Manager Human Resources Used the software for: 2+ years ### "Chargify is simple and easy to use, but also a very robust tool" February 12, 2019 4.0 We are a company with thousands of active and inactive customers and Chargify gives us the ability to easily manage all of our accounts without hassle. It takes seconds to process new charges, generate billing statements, and apply refunds. We are much more efficient as a team thanks to Chargify! Pros \-Easy to process charges in a matter of seconds -Reviewing and sending out billing statements is quick and simple -Updating payment information is easy to do over the phone or by sending a "self service link" -Processing refunds takes moments Cons \-Not being able to update contact information on billing statements after a charge has been processed Review Source Response from Maxio February 14, 2019 We're glad to hear Chargify has helped make your team much more efficient. Thank you for the feedback - our team is always working to improve our product! Michael K. Chief Executive Officer Information Technology and Services Used the software for: 1-2 years ### "Solid App for Recurring Revenue Businesses" March 22, 2016 4.0 We use Chargify as the transactional backbone of our recurring revenue businesses. It is solid in its capabilities, adequately flexible for our needs, and has a very good set of API's that have allowed us to incorporate Chargify's system into our software platform. Chargify's reporting and email functions are very basic and don't give us the detailed SaaS metrics we need in order to keep a good handle on the business. However, a robust ecosystem of complementary tools such as, for example, ChartMogul, have evolved to add much more precision to Chargify's reporting. Pros \- Wide flexibility to create different recurring revenue offers (trial/no-trial, credit card/no credit card, monthly/quarterly/annual, coupon and discount codes, etc.) - Integration with a large number of payment gateways - Robust API's - Broad flexibility (via CSS) for styling public-facing pages - Takes care of all the messy details of maintaining credit cards - Referral codes and links - Good, comprehensive documentation Cons \- Reporting is weak, especially on metrics for managing recurring revenue businesses, such as MRR (monthly recurring revenue), churn rates, ARPA (average revenue per account), etc; must use 3rd party applications to get these, using imported Chargify data - Email notifications are primitive - Coupons cannot be assigned to individual products Review Source Jason M. Software Engineer Computer Software Used the software for: 2+ years ### "Chargify has everything you need" February 12, 2019 4.0 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. Review Source Leilani S. Customer Success Advocate (CSA) - Team Lead Computer Software Used the software for: 2+ years ### "Makes My Job 10 TIMES Easier! " November 2, 2017 5.0 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. Review Source JG Jordan G. Owner Computer Software Used the software for: 2+ years ### "Glad we switched to Chargify" September 10, 2019 5.0 Pros Chargify makes it very easy to run a subscription based business. We offer various monthly plans with configurable options and Chargify has a ton of features which allows us to configure and adjust products, plans, prices and options. It is extremely flexible and has saved us hundreds of hours managing our clients payment process - especially with self service pages and dunning. Cons Not sure if this is a configuration issue, however I recently saw a list of "unpaid" customers. I think Chargify can do a better job of notifying me if a customer has an unpaid balance which is growing. After 4 attempts of failed dunning, Chargify needs to send alert to me. Alternatives considered [Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Lendio](https://www.capterra.com/p/154197/Sunrise/) Reason for choosing Maxio Gave it a trial and was simple to use and liked the self service pages Review Source MC Matt C. VP - Strategy and Analytics Telecommunications Used the software for: 6-12 months ### "Amazing Analytics" September 30, 2020 5.0 Again, the people have been incredible to work with. Management of imported historical data is not user friendly, but the management analytics functionality is pretty powerful. I am hoping they implement some of the invoicing customization/flexibility we need. Pros The reporting that comes from SaaSOptics is a game changer. It gives our management the information they need to understand the health of our subscription business and make critical strategic decisions. It also allows us to present our business in the most valuable light to outside parties evaluating our business. The subscription management features of the business are very helpful in managing renewals. The people at SaaSOptics are great to work with Cons The implementation was more challenging than we expected We had a lot of data that was not necessarily structured for a seamless import into SaasSOptics. this added a lot of time and resource to our implementation. The invoicing is not as flexible as we would like. Alternatives considered [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ProfitWell](https://www.capterra.com/p/151328/ProfitWell/)[Stax Bill](https://www.capterra.com/p/140111/Fusebill-Subscription-Billing/) Reason for choosing Maxio Reporting capabilities and Salesforce.com integration. Review Source EN Ed N. Managing Director Sports Used the software for: Less than 6 months ### "Amazing billing flexibility " September 11, 2019 5.0 Overall very good. The software is quite complex to fully understand and the sales process could be a bit more transparent. Pros The ability to flexibly manage our subscription products. Our previous management system for direct debits did not offer the flexibility other than to set up and cancel a direct debit subscription. Chargify now allows us to administer multiple things including placing accounts on hold, changing billing date, changing amounts etc. Cons We started using the software, integrating with GoCardless. We were one of the first to use this new integration and there were and still are a few limitations. However, the customer support has been excellent and they are very receptive to accommodating our enhancements and feature requests. Alternatives considered [Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio Better sales and customer service from Chargify, and they clearly demonstrated the product and how it would fit our needs. Chargebee system seemed too complex. Switched from [GoCardless](https://www.capterra.com/p/156081/GoCardless/) Lack of flexibility to manage subscriptions via GoCardless, plus this system was not able to manage communications to customers. We still use GoCardless as our payment merchant, but use Chargify to make the management of our direct debit subscriptions more elastic! Review Source JS James S. CTO Computer Software Used the software for: 2+ years ### "Very good for specific use cases, with other functionality not adequate" September 10, 2019 4.0 We wanted to manage subscriptions, feed quickbooks with info for revenue reporting, and track churn/MRR/ARR. But, we can only manage subscriptions with it and can' achieve the other goals. Pros Good APIs Easy setup Simple UI Lots of analytics Good at monthly subscriptions with credit card billing Cons Non-monthly subscriptions are not handled well and not incorporated into MRR/ARR properly when there are mid-cycle change Revenue recognition severely lacking for anything but monthly, credit card subscriptions Invoice handling severely lacking Integration capabilities for quickbooks are inadequate for anything but monthly credit card subscriptions Webhooks almost there but key data points are missing from key webhooks, like a customer ID on an invoice generated or invoice payment Alternatives considered [Recurly](https://www.capterra.com/p/122700/Recurly-Subscription-Billing/)[Zuora](https://www.capterra.com/p/84232/Z-Billing/)[Chargebee](https://www.capterra.com/p/131433/Chargebee/) Reason for choosing Maxio Blend of features and simplicity, unfortunately some of the features I hoped we would have did not pan out Review Source CK Chad K. Founder / CTO Computer Software Used the software for: 2+ years ### "Perfect for our needs" September 5, 2019 5.0 It's been reliable, easy to understand and easy to use. Exactly what you want in this type of product. Having to custom-write our own billing and payment system to automate everything would have been a mess and would have us running around trying to deal with edge cases that Chargify handles perfectly. Pros Using Chargify has saved us hundreds of hours of custom development, and half a dozen hours each month of maintenance and administrative effort. It let us accomplish nearly everything we wanted to do with our monthly based pricing model. Cons It would be nice to have features to send one-off charges to existing clients, where you don't want them to recur. Reason for choosing Maxio It was the only one that fit every single need we had for our monthly pricing structures. Tiered pricing, stepped pricing, per unit, all the dunning stuff you could want, the forms, the API, the webhooks: All necessary, and the only product that had them. Review Source ES Emil S. CEO Computer Software Used the software for: 2+ years ### "Chargify stopped charging my customers without helping me " April 19, 2022 1.0 I was a customer for more than 10 years for a now legacy app which didn't generate a big amount of MRR. One day Chargify stopped charging my customers one day and didn't help me solve the problem. It took more than 6+ and a big chunk of churn to move to a competitor. I was a (small) customer for 10+ years and worth nothing in the eyes of Chargify. Pros Chargify was a great app back in 2010 when we first deployed it Cons Chargify keeps on moving existing features to higher paying plans which forces you to upgrade. They do not help with the actual money transaction which puts the business at risk. Review Source Lucas F. Site Search Expert Internet Used the software for: 2+ years ### "Using Chargify for a SaaS product" September 11, 2019 3.0 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 Review Source Marc D. General Manager Computer Software Used the software for: 2+ years ### "Chargify for the CEO" September 14, 2019 5.0 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. Review Source DG Dave G. CEO Computer Software Used the software for: 2+ years ### "Solid product, good support, stable" September 5, 2019 5.0 Good solid stable software that simply works. Never have to worry that my recurring rev is going to be charged correctly and on time. Integrates with my other tools well. The dunning feature is critical for any recurring business and yours works well. Pros Good solid program, works well for Saas companies. Integrates well with payment processors. Good support. Manages products well. Cons Needs a clone feature for products. Needs upsell/downsell feature. Was suprised when you initiated a percentage fee on sales when it was inititally a monthly set cost. Alternatives considered [PayKickstart](https://www.capterra.com/p/163329/Paykickstart/) Reason for choosing Maxio I didnt I own both because I need the upsell feature. Review Source JL Jason L. Accounting Manager Computer Software Used the software for: 6-12 months ### "Does exactly what we need it to" March 17, 2017 4.0 When we went through the procurement process, SaaSOptics ended up winning over Zuora primarily on price, but also because we were impressed at the intuitive nature of the product. Since then, we haven't been disappointed. The software does exactly what we wanted it. My only qualms would be with the Finance Reporting, as not having analytical data included as optional columns makes the processes of bringing that information in painful and time consuming (downloading an analytical report and using a vlookup to cross reference based on customer or contract numbers). Overall, this is a great product, and I appreciate the constant improvements that are being rolled out regularly. Pros Ease of use. Price point. Flexible depending on business case (high volume, low dollar vs low volume, high dollar) Cons Lack of analytical data available in Finance reports. Putting data in is still manual, which is okay for now but causes scalability issues. For Auto-Process feature when syncing, user should be able to choose what data is okay to make this workable. Once a transaction has been brought over through the syncing process, it shouldn't be brought over again (creates a duplicate issue that also makes Auto-Process feature unusable). 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