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Subscription Management

You bring the strategy, we’ll bring the structure

Consolidate your product catalog, manage subscription activity, and delight your customers.

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  • Maxio has incredible reporting capabilities that allow me as a manager to quickly get a feel for how our collections efforts are going. Our overdue invoice rate dropped from 18.9% to just 2.6%.

    Colin Schwendt

    Former Controller at NowSecure

    NowSecure logo
    Colin Schwendt

Product Catalog

Stay agile without sacrificing complexity

Simplify your subscription management processes, no matter your business model. Keep moving fast as your company grows.

Learn more about subscription billing
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Custom pricing

Customize your GTM
Create individual contracts or build unique pricing from items you define. Quickly and easily tailor pricing per contract, plan, or individual subscriptions—no devs required.
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Flexible product catalog

Regulate plan adjustments
Don’t let your pricing become the Wild Wild West. Enable (or disable) permissions as needed so every offer follows your pricing guidelines.
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Tailored invoicing

Custom templates
Stop billing questions before they happen. Offer as much or as little information as your customer needs to understand their usage, payment history, and amount due.

Customer Lifecycle Management

Simplify the customer journey

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Onboard

Automate invoice creation

Whether you’re leveraging PCI-compliant signup pages or creating custom contracts, Maxio ensures your customer’s invoice or recurring bill dispatches as soon as the deal is closed.

Accept any payment

Onboard customers with their preferred recurring payment method. We support direct deposit, credit cards, ACH, direct debit, remittance invoicing, and manually applied payments.


Renew

Renew on time, every time

Keep your customers from experiencing a break in service with automated renewals or early reminders for your sales team to reach out.

Retain customers longer

Stop losing customers over expired credit cards. Build out extensive dunning cadences tailored to plans, payment methods, and more.


Expand

Easily change subscriptions

Enable upgrades or downgrades to best serve customers as their needs change. Make changes based on quantity, features, or net-new products.

Ease the pain of cancellations

If a customer decides it’s time to part ways, make the transition easy on them (and you). Prorate invoices based on service period and accurately report future revenue to stay compliant.

Customer Service

Raise the bar for customer service

Centralized subscription information

Anything that affects your customer’s subscription lives in Maxio, so your team can make changes as needed or answer any customer questions at a moment’s notice.

Monitor billing activities

Don’t let an invoice be the bearer of bad news. Revenue alerts help you stay on top of your customers’ daily billing activities, so you can catch unexpected changes early.

Your favorite CRM integrations

Our integrations with Salesforce, Hubspot, and Pipedrive sync data in real time, so your team always has up-to-date information in the system they know and love. We also offer integrations with any other CRM via API connection.

See more system integrations

Ready to achieve sustainable growth in today’s market?

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What are your biggest financial challenges?

Learn how Maxio can help streamline your financial operations, so you can maximize your revenue potential.