CRM vs FRM: Should Finance Teams Have Their Own CRM?
CRM tracks the sales relationship. FRM tracks the payment one. Learn the difference and what finance teams actually need to manage collections at scale.
Explore insights and strategies on Financial Relationship Management, a transformative approach to managing B2B payments, customer experience, and reducing churn.
CRM tracks the sales relationship. FRM tracks the payment one. Learn the difference and what finance teams actually need to manage collections at scale.
Alex Louisy
Jun 26, 2026
Learn what NSF means, what an NSF check is, and how bounced or returned checks affect your business. See the impact, next steps, and prevention.
Côme Chevallier
May 6, 2026
ERP & CRM systems streamline many areas of business, but what about finance? Learn their differences, benefits, and how Financial Relationship Management (FRM) by Upflow fills the gap
Quentin Gaudinat
Mar 13, 2025
Discover the churn management strategies finance teams can use to boost B2B customer retention, enhance customer relationships and increase profitability.
Alexandre Antoine
Jan 14, 2025
Discover how integrated payments enhance customer experience, streamline processes, reduce errors and drive efficiency and growth for your business.
Côme Chevallier
Nov 15, 2024
Beyond Automation: Introducing Financial Relationship Management, a groundbreaking new approach to accounts receivable. Similar to CRM for sales, marketing and success, FRM focuses on building strong customer relationships through a personalized payment experience, WHILE getting your invoices paid more efficiently.
Alex Louisy
Oct 23, 2024
Discover how poor payment processes can drive customer attrition in B2B businesses and learn strategies to reduce churn with better financial management.
Côme Chevallier
Oct 1, 2024