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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The SAASRAM Suite developed by SAASTEPS serves as a comprehensive solution for managing the entire revenue lifecycle, aimed at optimizing and automating business functions to promote increased growth and profitability. Built on the Salesforce platform, it utilizes a cohesive data model that removes the necessity for custom coding or complex integrations, facilitating smooth connectivity with pre-existing CRM and ERP frameworks. This suite includes multiple features such as eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. By adopting this all-encompassing strategy, businesses can effectively attract, retain, and nurture customer relationships through a unified 360˚ customer view dashboard. Furthermore, by merging billing, renewals, and revenue recognition into a single cohesive system, SAASRAM enables teams to work together more effectively, automate their processes, and discover new growth possibilities that extend beyond the initial sale, paving the way for long-term success. This robust toolset not only simplifies operations but also enhances customer satisfaction, ultimately leading to stronger business outcomes.

Description

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Exact No 
HubSpot CRM No 
HubSpot Customer Platform No 
Pipedrive No 
QuickBooks Online No 
Salesforce No 
Stripe No 
Xero No 
Zoho CRM No 

Integrations

Exact Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Salesforce Yes 
Stripe Yes 
Xero Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$134.85 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

SAASTEPS

Founded

2021

Country

United States

Website

saasteps.com/saasram-suite/

Vendor Details

Company Name

ScaleXP

Founded

2021

Country

United Kingdom

Website

www.scalexp.com

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

Product Features

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing No 
Payment Processing No 
Recurring Donations No 
Subscription Billing No 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

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