Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $20 per user per month
Listed since
2021

About Maxio

Maxio + Salesforce: Built for B2B SaaS

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 values
  • View Historical Transactions
  • Create subscriptions from Salesforce CPQ Quote
  • And much more ...

Highlights

  • Go to market the way you want. Maxio allows you to test different billing and pricing models out-of-the-box, including variable, multi-attribute, stair-step, and more to create a seamless experience for your customers.
  • Ensure that your customers don’t churn because of late, failed or missing payments. Utilize Maxio’s collections and dunning capabilities to keep your customers around for the long term.
  • Maxio provides full visibility into your products performance and helps you identify which products and customer cohorts are contributing most to your bottom line. Make more informed decisions and avoid any stagnation in your pricing models over time.

Screenshots

Sync Flow Overview

Image 1 of 10

Sync Flow Overview

Pricing

Paid, from $20 per user per month.

Maxio plans
PlanPriceBilled
Default Plan$20 per userMonthly

Compatibility

Works with
  • Experience Cloud
  • Revenue Cloud CPQ
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 25, 2021
Languages
  • English

More Accounting apps

The most reviewed Accounting apps on the AppExchange, to compare before you choose.

All app categories