As someone working in credit control, maintaining consistent communication with customers is essential. Upflow streamlines this process by allowing us to create and customise workflows that guide our customers through each step. Within these workflows, dunning emails are automatically sent at scheduled times we set, ensuring all customers receive timely reminders and supporting improved cash collection. There is also the flexibility to choose whether certain emails are sent manually, which is particularly useful as situations escalate and a more personal approach is needed. Upflow further enhances our operations by enabling the creation of smart rules, allowing us to group customers into different categories based on our chosen criteria. This feature helps us stay aligned with our internal procedures. Additionally, the customer support team has been extremely helpful. Whenever we submit a query, we typically receive a response with solutions within the same working day.

The platform is user-friendly, and its workflows help reduce some of the manual tasks for the dunning team.

Upflow has provided us with an ever increasing dynamic way to automate our dunning process. With the Smart Rules and Workflows we can handled customers in mass or tailor our processing to size and scale of our market. It's user-friendly customer timeline enables the visibility on the customer interactions and the AI summary of these events is a game-changer.