Maxio previously SaaSOptics

Not Recommended

We have this integration installed across three different Salesforce environments, and it has been consistently unreliable and opaque. The integration frequently crashes or times out when processing even moderate data volumes, often taking hours to complete or failing entirely. This makes it effectively unusable in any production environment with real transaction volume. Configuration options are almost nonexistent, and the system provides no meaningful control over sync timing, scope, or retry behavior. All Apex classes are obfuscated, leaving administrators blind to what the integration is doing or why it fails. Even more frustrating, despite repeated and explicit requests for documentation explaining how the sync operates, Maxio refuses to provide transparency. The company’s support responses have been evasive, offering no technical insight or practical solutions. For a product marketed as an enterprise-grade Salesforce integration, this is unacceptable. Between the instability, opacity, and lack of support, Maxio’s Salesforce integration is one of the least reliable and least configurable tools we’ve encountered. It wastes time, risks data integrity, and provides no confidence in how data is being handled or synced. We would strongly caution others against relying on it for any critical business process.

Purpose built, easy to use solution that integrates seamlessly with Salesforce and Quickbooks Online

Having worked at multiple SaaS companies (usually Series A - Series D) SaaSoptics has made my life easier. Trying to manage complex or changing contracts in Excel is a nightmare. Trying to do it all in Salesforce or even your ERP is a challenge. SaaSoptics lets you choose what fields you want to pull from in Salesforce allowing you to automate whatever parts of the process are standard for your company. The main benefit is that if you dont trust your Salesforce Data or the people entering it, you have a chance to review the data and make any changes. This also prevents changes to historical periods when people change historical records in Salesforce (usually by mistake). If you are considering upgrading from QBO's to another ERP mainly for the Revenue Recognition, SaaSoptics is an effective and cost efficient alternative. One more thing, Don't be fooled by companies saying they have an API to your CRM and ERP. A basic API is inferior to the prebuilt out of the box connectors SaaSoptics has.

Saving time (and money) with SaaSOptics.

I found SaaSOptics when I was desperately looking for an alternative solution to the high-priced billing solution that previous management had bought into. After spending a considerable amount of time researching and speaking with the SaaSOptics team about our issues, I decided to implement it. It was the best decision I've made in my position. In the last year we have saved countless hours, improved renewal rates, and decreased the amount of time it takes to close the period. We get customer level detail in all systems and have been able to provide users outside of finance and accounting to obtain transaction and invoice information with the Salesforce integration. One of the biggest improvements to our sales operations is the ability to setup contracts and transactions to push renewal opportunities to Salesforce. This have greatly improved our ability to do on-time renewals, Previously, with no way of automating the tracking of these renewals, reps would miss opportunities with only approximately 20% being renewed before expiration. In the past year, we have had on-time renewal rates to be over 95%. In addition, we added the Stripe integration and have increased our DSO rates by 11 days. Allowing our customers to pay via Credit Card or ACH directly from the invoice PDF has been helpful for us and our customers. Overall, SaaSOptics has been a lifesaver for our small team. It has allowed us to focus on other projects and goals since we no longer need to stress about how long it will take us to close the period for reporting.

Automate, Automate, Automate!

SaaSOptics has been a lifesaver for us. It has given us access to more and better data, and a greater ability to analyze that data. The more customers/transactions you have when you implement, the more time it will take. But once we were past the implementation stage, it changed our entire revenue recognition, invoicing, and collections process. Before, Quickbooks and Salesforce were completely separate for us. Now, SaaSOptics acts as the connector, automating away duplicative work. The support team has been awesome. They answer my questions almost immediately and always help me find the answer. SaaSOptics is releasing new features/updates at least monthly and they continue to make the product better. I definitely recommend!

SaaSOptics - Salesforce

SaaSOptics has saved our company a ton of time with auto-renewals and invoicing in particular. The integration with Salesforce makes it incredibly simple to process new orders, and the inherit fields option saves time on processing orders for current customers. SaaSOptics has a lot of boxed reports that are helpful, but I docked one star because I wish there was a bit more customization in building reports. Overall, we really enjoy using SaaSOptics!

SaaSOptics

The improved integration between SaaSOptics and Salesforce has improved our invoice, order, and renewal processing greatly. Support has been very responsive to any difficulties and helping us to customize the integration for our system. This integration has allowed us to cut invoicing and renewals down from a tedious 30min to 5min and has continued to improve since.

SaaSOptics

SaaSOptics has helped us greatly in automating out Order to Cash cycle, SaaS Metric reporting, and revenue recognition. The support staff always get back to us quietly and are very helpful with providing us maximum value in using the product. The user interface is also very user-friendly. I would recommend SaaSOptics to any SME that wants to bridge the information gap between Salesforce and Quickbooks.

My Experience with SaaS Optics

The team at SaaS Optics has a lot of depth and character and my experience one year into our use of the platform has been nothing short of outstanding. In particular the support team is highly responsive, concerned with thoroughness and usefulness of their advice and overall they take great care in ensuring that their customers are satisfied and using the platform to its fullest. Their webinar series has also been helpful. The onboarding team is also good and their process, sound. I highly recommend this product and its highly skilled professionals to any organization wishing to add automation to its subscription management process.

A tremendous help to our company

SaaSOptics is great for organizing collections buckets and sending out blast emails to customers that are overdue. It is also a big life saver in calculating revenues, taking our company away from using massive excel spreadsheets that freeze. The support staff is amazing at getting back in a timely manner with very helpful advice/solutions to using the product. The system is easy to navigate and very user-friendly. We've only had a couple issues, one with payments getting stuck and not syncing correctly. And another with a specific revenue report that would show revenue by invoice number. However, all in all, this product has been a tremendous help to our company and we highly recommend it!

Deferred Revenue Calculation Automation is the Key

Returnly just started using SaaSOptics this Fall, and this software program has saved us hundreds of annual work hours calculating deferred revenue manually in Excel. This program also allows our sales force to see the customer invoices and check on the status of them instantly in Sales Force. We also use it to alert us when a customer needs to be billed quarterly or semi-annually. The dashboard this software provides keeps us updated on future revenue calculation forecast as well. Thank you SaaSOptics!