Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Unlimited loops
- Easy-to-use forms
- Secure & legal eSignatures
- Security & back-up
- Bank-approved audit trail
- Support
- Mobile app
- Document and task list templates
- Advanced task management
- Live agent and admin training
- Full visibility into all transactions
- Compliance statuses & workflows
- Inter-office communications
- Trusted partners
- dotloop API & SSO
- Your logo and colors
Pricing Info
Pricing Info
Agents Free
- 10 Transaction (Loops)
- Easy-to-use forms
- Secure and legal eSignatures
- Secured backup
- Mobile app
- Document templates
- Online support
Agents Premium – $29/month
- Unlimited Transactions (Loops)
- All Free features, plus:
- Integrations
- Dotloop Charts
- VIP phone and email support
- Task templates
- Clause manager
Real Estate Teams – By quote
- Unlimited Transactions (Loops)
- Document templates
- Loop templates
- Dotloop Charts and Reporting
- Add to team
- Compliance statuses and 2 workflows
- Custom branding Unlimited Transactions (Loops)
- Full visibility into all transactions
Brokers – By quote
- Unlimited Transactions (Loops)
- All Features, plus:
- Dotloop API and SSO
- Dedicated Success Manager
Integrations
Integrations
Dotloop features an API tool that will allow integrations with third party business tools and applications.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Metro Brokers, Exit, Keller Williams Realty, MLS Propriety information
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An innovative electronic signature software solution built primarily for the businesses in the real estate industry. It enables users to add signatures that feature unique ID, details of the signer, IP address of the signer location, and a time and date stamp. Moreover, Dotloop helps track every change made by the signer at both the document and field level.
Company Email
sales@dotloop.com
Contact No.
Company's Address
700 West Pete Rose Way #446, Cincinnati, OH 45203, United States
dotloop Comparisons
Popular dotloop Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
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Both dotloop and Upflow were reviewed by a team of independent B2B experts who prepared a detailed examination of all crucial aspects of every product. Their ultimate rating was calculated by means of unique SmartScore system that gives a separate partial score to each element like: main features, client support, mobile device support, security, client satisfaction as well as market presence. We know useful features are not the only thing essential to a business so we make sure we pay attention to all aspects of a solution before giving it a final rating.
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