Über Upflow

Upflow ist eine Lösung zur Automatisierung der Debitorenbuchhaltung, die Unternehmen bei der Verwaltung von Rechnungen und Zahlungserinnerungen mithilfe vordefinierter Vorlagen unterstützt. Administratoren können über ein zentrales Dashboard Einblick in ausstehende Beträge, Fälligkeitssalden, DSO (Days Sales Outstanding) und andere Kennzahlen erhalten. Mit Upflow können Organisationen Kunden, Zahlungen und Rechnungen über einen zentralen Arbeitsbereich verfolgen. Manager können Erinnerungen für unbezahlte Rechnungen planen und mit Teammitgliedern mithilfe von Kommentaren kommunizieren. Darüber hinaus können Unternehmen eine Zusammenfassungsseite erstellen, auf der Kunden Fragen stellen und bezahlte oder ausstehende Rechnungen verfolgen können. Upflow erleichtert die Integration in verschiedene Systeme Dritter wie Xero, Chargebee und QuickBooks. Das Produkt ist im Rahmen eines Monats- oder Jahresabonnements verfügbar. Der Support erfolgt per Live-Chat und FAQs.
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Upflow Software - 5 - Vorschau

Upflow Preis

Upflow bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Upflow ist ab 440,00 $/Monat verfügbar.

Startpreis:
440,00 $/Monat
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

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Thomas
Thomas Mehr Details anzeigen
  • Branche: Großhandel
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

What an impressive software !

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.

Vorteile

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.

Nachteile

More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Antwort von Upflow

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

Beantwortet am 27.6.2022
Charlène
  • Branche: Elektrische/elektronische Fertigung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

Great discovery!

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

Vorteile

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...

Nachteile

It is quite difficult, at the beginning, to put the email in each invoice sending.

Antwort von Upflow

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

Beantwortet am 27.6.2022
Jake
  • Branche: Bekleidung & Mode
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
1
Funktionalität
2
Bedienkomfort
1
Kundenbetreuung
0

1
Bewertet am 21.6.2024

Expensive for Lack of Features

Great at first (nice sales guy!) and then went downhill when their eng team did not fulfill one feature request over 2+ years.

Vorteile

Easy no code integration was great to go live. Sets up seamlessly with Stripe.

Nachteile

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)

Anaïs
  • Branche: Personalbeschaffung & -besetzung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 25.1.2021

Tested and approved!

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).

Vorteile

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!

Nachteile

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)

Antwort von Upflow

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

Beantwortet am 27.6.2022
Verifizierter Rezensent Mehr Details anzeigen
  • Branche: Hausmeisterservice
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

Upflow changes my everyday life

Upflow is instinctive, well designed, easy to use, collaborative, and most importantly, really solve a pain !

Vorteile

Automatic bank reconciliation changed my life !

Nachteile

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 ;)

Antwort von Upflow

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

Beantwortet am 27.6.2022
Henri
Henri Mehr Details anzeigen
  • Branche: Personalwesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 6.3.2020

A real relief in my day to day business

Onboarding is very fluid, escpacially regarding the fact that I use Quickbooks.

Vorteile

I pretty much have noting to do to recover the money I earned

Nachteile

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

Antwort von Upflow

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.

Beantwortet am 13.3.2020
Yuliya
  • Branche: Transport/Güterfrachtverkehr/Schienenverkehr
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

User's opinium

Vorteile

* 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

Nachteile

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: [email protected]

Antwort von Upflow

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?

Beantwortet am 29.9.2020
Carlos
Carlos Mehr Details anzeigen
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 10.9.2022

powerful and easy to set up

Vorteile

How easy it is to set up and configure it. Very intuitive design and functionalities. Good customer service.

Nachteile

Nothing in particular. Maybe it needs a bit more power in getting customized fields from the ERP

Antwort von Upflow

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

Beantwortet am 21.9.2022
Faroudja
  • Branche: Umweltdienstleistungen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.10.2020

Simple and effective

Vorteile

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.

Nachteile

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.

Antwort von Upflow

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

Beantwortet am 27.6.2022
MAUD
  • Branche: E-Learning
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 18.3.2020

Upflow review

Vorteile

Easy to use and a very reactive customer service.

Nachteile

sometimes the robot dont read the customer name on the invoice so we need to complete it ourself.

Antwort von Upflow

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

Beantwortet am 19.3.2020
Clément
  • Branche: Logistik & Lieferkette
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

Clément PRETRE

- Réduction des impayés
- équipe au top et réactive
- Automatisation des relances

Vorteile

- 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

Nachteile

- 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)

Antwort von Upflow

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

Beantwortet am 27.6.2022
LYES
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 19.3.2020

Beaucoup plus de Pros que de cons :)

Vorteile

- Paramétrage des plans de relance
- Espace client
- Dashboard principal pertinent et ergonomique
- Intégration des accounts manager
- Metrics en temps réel

Nachteile

- Importation manuelle des paiements
- Traçabilité des échanges avec les clients (réponse dans nos boites mails)

Antwort von Upflow

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

Beantwortet am 23.3.2020
Julien
  • Branche: Rundfunkmedien
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.3.2020

Upflow at Adikteev

Vorteile

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.

Nachteile

Nothing. The tool fits perfectly our need.

Antwort von Upflow

Thanks Julien!

Beantwortet am 17.3.2020
Olivier
  • Branche: Internet
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 18.3.2020

Great product - Make you save time and money

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.

Vorteile

The fact that it is linked to my billing tool.
And the automated messages to follow your customers who haven't paid.

Nachteile

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.

Antwort von Upflow

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

Beantwortet am 27.6.2022
THIERRY
  • Branche: Fotografie
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung Mehr Details anzeigen
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 20.1.2021

Ooshot

Vorteile

1. Purpose - 2. Design - 3. Customer Service

Nachteile

1. Not much unless maybe the consumer service

Antwort von Upflow

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.

Beantwortet am 27.6.2022
15 Bewertungen

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