A SaaS product catalog designed for complex pricing
Flexible product catalog
Regulate plan adjustments
Don’t let your pricing strategy become the Wild West. Enable (or disable) customization permissions as needed, so all subscription plans adhere to your pricing guidelines.
Declutter your catalog
Avoid contract sprawl
Custom invoice 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.
Self-service billing portal
Simplify customer lifecycle management
Automate invoice creation
Your new customer subscriptions can leverage PCI-compliant signup pages or custom contracts. Whichever you choose, 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, supporting over 150 currencies. We support direct deposit, credit cards, ACH, direct debit, remittance invoicing, and manually applied payments.
Renew on time, every time
Keep your customers from experiencing a break in service with automated renewals for recurring payments. Do your customers want a white-glove experience? Set up early reminders for your sales team to reach out.
Improve customer retention
Stop losing customers over expired credit cards. Build out extensive dunning cadences right into the billing platform. Tailor your reminder emails to plans, payment methods, billing cycle, and more.
Customer lifecycle expansion
Easily change subscriptions
Improve customer relationships by tailoring service to their needs. Enable self-service upgrades or downgrades or 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.
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 all system integrations