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Description de Upflow
Vous êtes une société B2B émettant plus de 30 factures par mois ? Upflow peut vous aider à améliorer votre trésorerie en vous permettant de relancer systématiquement vos impayés.
Upflow s'interconnecte facilement avec votre solution existante, notamment Quickbooks Online, Sellsy ou Stripe Billing.
Suivez vos factures impayées, de l'émission à l'encaissement. Avec Upflow, encaissez 100% de votre chiffre d'affaires
Qui utilise Upflow ?
Upflow sert les sociétés B2B ayant des cycles d'encaissements complexes
Où peut-on déployer Upflow ?
À propos de l'éditeur
- Upflow
- Situé à Walnut, É.-U.
- Fondé en 2018
Assistance Upflow
Langues
anglais, français
Upflow - Prix
À partir de :
- Oui, essai gratuit disponible
- Oui, version gratuite disponible
Upflow est disponible en version gratuite et propose un essai gratuit. La version payante de Upflow est disponible à partir de 55,00 $US/mois.
Plans de tarification obtenez un essai gratuitÀ propos de l'éditeur
- Upflow
- Situé à Walnut, É.-U.
- Fondé en 2018
Assistance Upflow
Langues
anglais, français
Upflow en vidéos et en images
Fonctionnalités - Upflow
Alternatives à Upflow
Avis sur Upflow
Clément PRETRE
Commentaires :
- Réduction des impayés
- équipe au top et réactive
- Automatisation des relances
Avantages :
- Reconnaissance optique de caractères poussée - Interface et simplicité d'utilisation - Relances automatiques (qui pour nous est le véritable plus) - Reporting et exports pour le comptable
Inconvénients :
- Réticence de notre côté quant à la saisie automatique des paiements (pour les virements groupés constituant parfois le règlement de jusqu'à 30 factures différentes)
Réponse de l'équipe de Upflow
il y a 2 ans
Bonjour Clément, We understand that at first, it feels a bit overwhelming to do this. That's why our Product and Engineering team made sure it was working perfectly (and still does). It is too important both for our customers (you) and yours). We are of course available to discuss this further. Let's talk soon The Upflow Team
Beaucoup plus de Pros que de cons :)
Avantages :
- Paramétrage des plans de relance - Espace client - Dashboard principal pertinent et ergonomique - Intégration des accounts manager - Metrics en temps réel
Inconvénients :
- Importation manuelle des paiements - Traçabilité des échanges avec les clients (réponse dans nos boites mails)
Réponse de l'équipe de Upflow
il y a 5 ans
Hi Lyes, Thanks for filling out this review. We are happy to count Payintech as one of our power users. Regarding the two points mentioned, you are absolutely right ! This is why we've developed an integration with your accounting tool, that's ready to be used since last week ! Lastly, responses will be soon logged into Upflow as well as the possibility to send reminders from you own email address. Please let us know if you have any doubts Upflow Team
What an impressive software !
Commentaires : We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.
Avantages :
The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently.
Inconvénients :
More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.
Réponse de l'équipe de Upflow
il y a 2 ans
Hey Thomas, As you probably already know, we can do so much more with our integrations now. For instance, you can import, in real-time, Custom fields from your billing software of choice and use them in Upflow to customize your collection and filter your analytics even more. Thanks a lot for all your feedback and our constructive discussions to make sur Upflow always brings the best for its customers and yours. What's even cooler is that since your comment (march 2020), we've added a few integrations: Netsuite, Chargebeen, Xero, and Zuora. And we're not stopping there ;) Feel free to contact us again to set it up and offer new inputs: we love them. Talk soon The Upflow team
Great discovery!
Commentaires :
We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not.
we have a good relationship with the client, even if it is a collection process
Avantages :
It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...
Inconvénients :
It is quite difficult, at the beginning, to put the email in each invoice sending.
Réponse de l'équipe de Upflow
il y a 2 ans
Hello Charlène, We're very happy to know that Upflow has allowed you to improve your collection performance and your relationships with your customers at the same time. Were you talking about customizing the email actions? If yes, you are provided with a template workflow to use and adjust. Let us know if we understood you well. Talk soon The Upflow team
Expensive for Lack of Features
Commentaires : Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years.
Avantages :
Easy no code integration was great to go live. Sets up seamlessly with Stripe.
Inconvénients :
The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card)
Alternatives envisagées précédemment : Paystand
Pourquoi choisir Upflow : Integrate further with Netsuite to reduce manual processes.
Logiciel antérieur : authorize.net
Pourquoi passer à Upflow : Paystand was even more expensive!
Tested and approved!
Commentaires : The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).
Avantages :
Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!
Inconvénients :
I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)
Réponse de l'équipe de Upflow
il y a 2 ans
Hello and thank you Anais! It's good to read that from the fast and easy implementation to the integration and daily usage, you are reaping the benefits of Upflow with a much reduced DSO and a lot of time saved. It's also great to see that you were able to keep improving your DSO while growing your business. Upflow is made to scale with you. As for the customization, I'm sure you've paid close attention to our recent releases and know that you can now import custom fields from your tool and use the tags that most fit your business. Can't wait for your next review ;) The Upflow team
Upflow changes my everyday life
Commentaires : Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain !
Avantages :
Automatic bank reconciliation changed my life !
Inconvénients :
It is not yet possible to have multiple bank accounts linked to my Upflow account. But I know that it will be possible very soon. Can't wait ;)
Réponse de l'équipe de Upflow
il y a 2 ans
Hello, Thank you again for your feedback. We are so happy to know that we've had such an impact on your work (and life). Great news for you: you can now have multiple bank accounts in Upflow!!! It's been a quarter now! Let's talk to set it up together if you want. The Upflow team
A real relief in my day to day business
Commentaires : Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks.
Avantages :
I pretty much have noting to do to recover the money I earned
Inconvénients :
I would love to be able to integrate paiment methods directly on the customer facing landing page, but I understood that the feature is already roadmaped
Réponse de l'équipe de Upflow
il y a 5 ans
Hi Henri, Thanks so much for your feedback. We're happy to confirm you can already add additional payment methods to your customer portal, such as credit card payment for small invoices. You can add in the section "payment account" Let us know if you need help to set it up. Best, the Upflow team.
User's opinium
Avantages :
* Helps quickly send the reminders * Easy to sort and store all the invoices * Easy to link each credit note to the appropriate invoice * Very helpful for audit and statistics in general * Excellent and fast service from the platform representative [SENSITIVE CONTENT HIDDEN] * Saves a lot of time
Inconvénients :
The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io
Réponse de l'équipe de Upflow
il y a 4 ans
Hi Yuliya, thanks for the feedback! We heard you, and since June 2020, you can send emails from your own domain and own email address. Let's set that up together?
powerful and easy to set up
Avantages :
How easy it is to set up and configure it. Very intuitive design and functionalities. Good customer service.
Inconvénients :
Nothing in particular. Maybe it needs a bit more power in getting customized fields from the ERP
Alternatives envisagées précédemment : Tesorio
Réponse de l'équipe de Upflow
il y a 2 ans
Thank you Carlos for your review! We're very happy that Upflow brought value to your Finance team so quickly. Our Customer Service team will love your comment also. They make it their mission to answer each of your requests efficiently. Regarding the ERP customized fields, I'm guessing you've tried our improved integrations to import in real-time data from the custom fields of your ERP. They allow you to build even more specific sequences. We'd love to hear from what more we could do in that regard. Please reach out to your Customer Success Manager. Talk soon
Simple and effective
Avantages :
The ease of daily use. The software is very intuitive. The management of the customer account is no longer reserved for experts, everyone can effectively manage his client and cash raisings.
Inconvénients :
Hard to say... Nothing All the features I've long dreamed of to make it easier for me to relaunch my client are brought together in this software.
Réponse de l'équipe de Upflow
il y a 2 ans
Well, it's not so hard to reply to this review, except by saying a big thank you! We're very glad to know that you enjoy Upflow and its benefits so much. Talk soon, The Upflow team
Upflow review
Avantages :
Easy to use and a very reactive customer service.
Inconvénients :
sometimes the robot dont read the customer name on the invoice so we need to complete it ourself.
Réponse de l'équipe de Upflow
il y a 5 ans
Hi Maud ! Thanks a lot for this review, we are very happy to count you as one of our first early user. Invoice/Customer linking based on the customer name is sometimes tricky. We recommend to use a unique customer id which is more robust. Let us know if you want to implement it ! Upflow team
Upflow at Adikteev
Avantages :
The automatic remittance system allowed my finance team to gain a lot of time (2 days per month) The dashboard and metrics allowed me to have a new vision of our AR and have been added to the presentation i'm making to the management.
Inconvénients :
Nothing. The tool fits perfectly our need.
Réponse de l'équipe de Upflow
il y a 5 ans
Thanks Julien!
Great product - Make you save time and money
Commentaires :
Great experience. I recommend highly.
Great customer support. It helps you save money by spending less time on admin tasks (that can be expensive if you have to hire someone to monitor your client's payments.
Avantages :
The fact that it is linked to my billing tool. And the automated messages to follow your customers who haven't paid.
Inconvénients :
Messages that are sent from Upflow are not sent directly from your mailbox, so customers might find awkward to receive an email from a third party. Also the fact that invoices are not attached, but you have to clikc on a link. Some customers don't click. If they had the attachment, it could be easier for them to see directly the invoice to be paid.
Réponse de l'équipe de Upflow
il y a 2 ans
Hello Olivier, Thank you for the feedback! We heard you, and you can send emails from your own domain and own email address. Let's set that up together? Talk soon! The upflow team
Ooshot
Avantages :
1. Purpose - 2. Design - 3. Customer Service
Inconvénients :
1. Not much unless maybe the consumer service
Réponse de l'équipe de Upflow
il y a 2 ans
Hello Thierry, Thank you for your kind review. We've worked non-stop on improving all aspects of Upflow and the company in general. Customer Service is obviously one of them and I'm confident that you now are more than satisfied.
