Your Credit Control Process on Steroids
Forget spreadsheets. Use Upflow to set up systematic, yet personalized reminders so that your customers pay on time.
They trust Upflow
Stop wasting time
Upflow is the central place to resolve invoicing and payment matters with your clients.
Track all of your customers, invoices and payments from Upflow
Use pre-written templates to send emails, calls and letters so that customer pay on time
Schedules that work for you
All customers are different, use our schedule editor to customize reminders based on the size or type of account, the role of the recipient, and how late the invoice is.
Precisely define when your customers should be reminded, how and by whom
Create as many schedules as you need, treat each type of customer differently
Keep your team in the loop
Keep your sales and finance teams on the same page by giving them an overview of their receivables.
Use comments to keep others up to date on the account.
Bring the right team members into the loop when needed. Automate account assignation from Salesforce.
Keep exploring features
Discover how we can help your company grow
With Upflow, we are able to get 99% collection, and that remaining 1%, that's where we bring in the CSMs for maximum efficiency.