SaaSoptics provides cloud-based subscription management software for businesses of all levels of development, especially businesses that have grown out of bulky spreadsheets. The company specializes in automated solutions that cover the entire subscription management process from ordering to delivery. Founded in 1998, SaaSoptics has worked hard to create a solution that would help B2B SaaS companies better manage their financial problems.
The great thing about the SaaSoptics package is that companies can bring many everyday tasks together by taking on customer orders, order processing, revenue recognition, billing, accounts receivable and renewals. Along the way, SaaSoptics also manages core business tasks such as analytics, GAAP financial data, and KPIs, and provides real-time alerts.
Similar to other cloud software companies in this space, you have to do this Ask for a quote from SaaSoptics to get an idea of how much the system will cost. SaaSoptics offers pricing for all types of businesses, from startup operations to large companies with annual sales of $ 100 million and more.
Packages You get a number of core capabilities including order management, revenue recognition, billing and invoicing, payments, customers and renewals, financial reporting, and metrics and analytics. Get unlimited users with no transaction fees, overheads, or per-invoice fees.
It is critical that onboarding, setup, and help with data migration are available when needed. It is also possible to use add-ons including CRM integration, debt collection and dunning, payment processor integration, and Avalara AvaTax integration. Other add-ons are multi-currency support and the API.
While SaaSoptics is essentially based on a single platform, there are numerous key areas where you can take control of your business activities. There is order management, sales recognition, billing and invoicing as well as collections and payments.
Adding appeal is a tool for dealing with customers and keeping track of renewals. There are also numerous ways to collect your business data and convert everything into metrics and dynamics to help shape future business decisions. The topping out ceremony is a powerful feature for financial reporting. In terms of order management, it is possible to improve the speed and efficiency of invoicing and control sales plans.
The same applies to revenue recognition, as SaaSoptics has proven to be extremely adept at handling large amounts of data. Similarly, the system allows you to set up efficient automated invoicing that helps improve cash flow. The same applies to collections and payments with more automation in this area of the system.
There are useful widgets and syncs that can be used to improve the processing of financial data on customer renewals. With SaaSoptics you can record and analyze metrics.
SaaSoptics’ performance attractiveness is increased by integration with other systems, including accounting and CRM brands. With regard to CRM, for example, it is possible to connect SaaSoptics with Salesforce, Hubspot and Pipedrive. The main books meanwhile include QuickBooks, Xero, Oracle NetSuite and Sage Intacct.
There’s also the option to integrate the system with Stripe, FattMerchant, and Avalara to improve the invoicing and e-payment side of performance. The latter approach helps improve the ability to automate sales taxes for billing purposes, etc. Overall, there is a lot of headroom compared to the performance you would normally get if you were used to dealing with spreadsheets to get the job done.
There is no doubt that SaaSoptics is equipped with all of the tools you need to get the most out of this versatile platform. However, it also comes with some challenges. This is very powerful software that does everything it should when you consider that this is the next logical step for companies that have to move through traditional spreadsheets.
The main area of the dashboard gives you access to the main menu options, including Projects, Customers, Transactions, Invoicing, Collections, Earnings, and Reports, on the left side of the screen. Users can also quickly access existing integrations such as Salesforce, Hubspot, QuickBooks, and Sage Intacct. The central area of the screen has a drag-and-drop user interface that looks daunting but is actually neat considering how much data it can handle.
The SaaSoptics system has a reputation for being quite complex. Many functions are contained in a user interface that may not be as intuitive as it could be. In this regard, it is very likely that you will encounter some problems while facing up to this software solution. In order to contact SaaSoptics support, there is therefore the option of sending a request via the help website, or you can contact the support team directly via email. To send a request via the SaaSoptics system, you must be logged in. There is a Help option in the upper right corner of the user interface. From there, all you have to do is hit the Submit Request button.
SaaSoptics Bristles with a multitude of features and functions, many of which may get out of the way you early on when using cloud-based software. However, with the guidance of SaaSoptics themselves, it is possible to get a handle on every aspect of this subscription management software. Once you master the controls that revolve around the main area of the dashboard, the tools and automated functions have endless potential.
If you can integrate this solution with other software packages like QuickBooks, then you have a real powerhouse at your disposal. Sure, it could be a little more intuitive, but no doubt the look and feel of these multi-faceted controls will evolve over time. Balancing that out, however, is solid support from all sides at SaaSoptics, with help seemingly available around every corner as you learn the ropes.
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