Cacheflow Reviews & Product Details

The way Cacheflow has structured an easy to use and manage proposal system is amazing. Review collected by and hosted on G2.com.

I bet the team is working on this, but would love integrated tax calculations. Review collected by and hosted on G2.com.

-Easy to use

-Integates with CRM

-Contract Templates Review collected by and hosted on G2.com.

Would have loved to have a feature to send gentle reminders to prospects to sign the contracts sent via Cacheflow Review collected by and hosted on G2.com.

My favorite features is getting to see when my prospect viewed the proposal. It allows me to target my follow up based on who is most serious about moving forward. Review collected by and hosted on G2.com.

It can easily get cluttered with old drafts and duplicates. Review collected by and hosted on G2.com.

Great way for our ICs and leadership to collaborate on offers asynchronously. I like being able to see the status of each item as well and where it stands with the customer. Having a support team to partner with has been fantastic too. Review collected by and hosted on G2.com.

This isn't Cacheflow's fault, but some of our larger customers simply don't like using the system and prefer manual signature and invoicing. Could be worth exploring why this is the case and seeing if the offering could be expanded to make them more comfortable. Review collected by and hosted on G2.com.

Really easy to to use. You can clearly see status of a proposal, history of payments, and info on customers in just a few clicks. Review collected by and hosted on G2.com.

Some search features could be improved, but nothing that inhibits working in the system. Review collected by and hosted on G2.com.

- Good workflow from Proposal to Order

- Sleek design of the order form

- Proactive support from the Success team Review collected by and hosted on G2.com.

- Need more flexibility in customizing the proposal/order like adding variables etc

- Integration with Hubspot

- The platform was buggy especially for AEs who tried to login. For some customers, they were unable to pay as well. Review collected by and hosted on G2.com.

Easy to setup and intuitive. Clean UI. Support team is extremely proactive and helpful. Highly recommended for early stage and Mid Market subscription based businesses. Review collected by and hosted on G2.com.

Collections module needs some work and notifications on accounts receivable. But I know that the team is working on these features. Review collected by and hosted on G2.com.

Cacheflow is a new and upcoming platform. We have been using it for almost 6 months now. The CS team was very actively involved in the onboarding, implementation, and training and still provides fast & efficient support when it comes to resolving any issues with the platform or adding new features to the product. It works well with Salesforce through their integration. Once the platform is all setup, it is fairly easy to use. Review collected by and hosted on G2.com.

Their Stripe integration could be a bit better. Also, include a dashboard for detailed metrics on proposals, active subscriptions, and some sort of insight into payment so the customers don't have to log into Salesforce or Stripe every now and then. Review collected by and hosted on G2.com.

Easy to learn and use solution. I like how you can simply add free months, delay the invoicing and attached additional documents. It's a simple yet effective design Review collected by and hosted on G2.com.

- I wish it would auto adjust the payments for yearly, monthly, quarterly etc. You have to manually change the pricing depending on the term. Review collected by and hosted on G2.com.

It really helps us take care of the entire finance flow. From contract signing, cancellations, payments, and even reminders for renewals.

They have constantly evolved and helped us with all our queries very quickly. Review collected by and hosted on G2.com.

Can't complain. They really go out of their way for you. Review collected by and hosted on G2.com.