Maxio previously SaaSOptics
Manage subscriptions, billing, revenue recognition, renewals, and analytics within Salesforce Revenue Cloud (CPQ).
Maxio previously SaaSOpticsPaid
Maxio
by Maxio previously ChargifySalesforcePaid
Syncs Maxio and Salesforce data for customers, subscriptions, payments, products, and custom fields in Revenue Cloud (CPQ).
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Maxio for Salesforce synchronizes data in both directions between Maxio and Salesforce. It supports creating customers and subscriptions, updating payment information, changing products, cancelling or reactivating subscriptions, allocating components, updating custom field values, and viewing historical transactions. Subscriptions can also be created from Salesforce CPQ quotes. Maxio includes variable, multi-attribute, and stair-step billing and pricing models, along with collections, dunning, and product and customer cohort performance information.
Key capabilities
from the Salesforce AppExchange listingTwo-way data sync
Data can be pushed from Maxio to Salesforce and from Salesforce to Maxio.
Subscription management
Subscriptions can be created, cancelled, reactivated, and created from Salesforce CPQ quotes.
Payment updates
Payment information can be updated through the integration.
Product changes
Products can be changed using prorated or non-prorated updates.
Custom field updates
Custom field values can be added or updated.
Transaction history
Historical transactions can be viewed.
Collections and dunning
Maxio provides collections and dunning capabilities for late, failed, or missing payments.
In the catalog
21 plugins in Revenue Cloud (CPQ) · Finance
Price distribution: 3 free, 2 freemium, 16 paid
Pricing & deployment
Platform
Salesforce
Product
Revenue Cloud (CPQ)
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The Maxio for Salesforce integration provides a two-way sync which allows you to push data from Maxio to Salesforce and vice versa. - Create customers and subscriptions - Update payment information - Change product (prorated or non-prorated) - Cancel or reactivate - Allocate components - Add or update custom field …»
Official marketplace listing
Marketplace
Publisher
Maxio previously Chargify
Updated on marketplace
Facts verified