Upflow has made sending client emails incredibly seamless. Once the workflows are properly set up, sending AR communications is as simple as clicking ‘send.’ Before Upflow, it could take me a day or two to complete this process. Now, I’m able to significantly reduce the time spent on sending emails, which has freed me up to take on additional responsibilities and continue growing in my role. Several features allow you to customize each workflow or smart rule to ensure client emails are specifically tailored to that customer, versus a general "robotic" email. Review collected by and hosted on G2.com.

One downside of Upflow is the inability to remove unnecessary or inactive clients from the platform, which can create clutter and confusion. Additionally, not allowing customers to make partial payments limits flexibility and can complicate the payment process for some clients. Review collected by and hosted on G2.com.