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.
Press
Alex Louisy
Jun 26, 2026
Upflow Announces Native Integration with Pennylane
Upflow’s native Pennylane integration unifies finance data, automates collections, and boosts cash flow with real-time sync, insights, and enterprise security.
Alex Louisy
Nov 13, 2025
Introducing Financial Relationship Management
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
Upflow Announces $5 Million in New Funding to Revolutionize B2B Payments
We’re excited to announce $5 million in new funding to bring Payments by Upflow to market. This Series A extension will help us bring the best of consumer e-commerce to B2B payments. Designed specifically for B2B businesses, Payments by Upflow is the next step in our vision towards transforming how B2B companies get paid - helping them make the most of the money they’ve won and continue growing their businesses without poor cashflow holding them back.
Alex Louisy
Apr 23, 2024
Payments by Upflow: Bringing the Best of Consumer E-Commerce to B2B Payments
Upflow is revolutionizing B2B payments with Payments by Upflow, an integrated platform offering a seamless & B2C-like payment experience. Increase efficiency, improve customer experience, & join the future of B2B payments. Join the waitlist!
Alex Louisy
Mar 20, 2024
Upflow Joins the Intuit QuickBooks Solution Provider Program
Together, the integrated solution will help small and growing businesses achieve cash collection excellence.
Alex Louisy
May 9, 2023