SaaSOptics Reviews & Pricing

Key Features

• Order Management: Add sales orders manually or sync the system with the CRM. Create custom invoicing schedules for the contracts and ensure accurate financial records. Send personalized invoices individually or in bulk automatically.  
• Renewal Management: Gain the flexibility to review the customers individually or in bulk with customized templates and renewal insights. Add price increases automatically to renewals by setting up specific terms and renewal amounts once the initial contract expires. Get notified every time a transaction expires or there’s no revenue to recognize.  
• Billing and Collection: Manually sync sales orders or connect CRM to the system to manage accounts receivable. Select from standard and ready-to-go invoicing themes or create templates and choose how the invoices should be displayed. Send individual or bulk invoices to groups and individuals, with the option to automate the distribution process.  
• Financial Reporting: Integrate CRM or GL to create financial records from signed customer agreements and easily process new orders. Eliminate human errors with automated checks and identify mistakes before they go to the auditor. 
• SaaS Metrics: Make well-informed business decisions by gaining insights into subscription momentum and cohorts. Keep track of different metrics like CLV, churn, ARR. Process orders directly with the integrated CRM and track the SaaS metrics. 
• Expense Recognition: Categorize invoices by creating unique items to capitalize and recognize revenue. Track paid and unpaid expense liabilities. 
• Revenue Allocation: Create and implement revenue policies to the multiple copies of revenue books. Populate spreadsheets, process contracts and generate invoices. Understand the impact of data with RevenueBooks. Designate allocation rules for specific customers. 
• Advanced AR Management: Create custom collection emails and set predefined escalation routes for invoices. Generate statements manually or automate the creation. Measure the efficacy of AR management systems by generating impact reports. 

Limitations

•  Expensive for small businesses. 
•  Search bar isn’t intuitive. 
•  No document storage. 
•  Editing reports is a challenge. 
•  Financial setup is not user friendly. 

Suite Support