Upflow
NOAWARDS
YET
Pricing:
Starting from $10
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 24/7 Email Support
- Activities and Calendar
- Campaign Management
- Complete Project Management
- Contact Management
- Customer Management
- Customizable Dashboard / per user
- Document Management
- Employee Hierarchy Management
- Groups and Users Management
- Landing Pages / Web Forms
- Lead / Source / Opportunities Funnel
- Lead Management
- Mobile – iOS and Mobile – Android
- Online Invoice Automation
- Online Training
- Opportunities Management
- Product Catalog
- Quotes / Proposals
- Territory Management
- Unique Dashbboard and Widgets
- Video Tutorials
Pricing Info
Pricing Info
W3B Management Solutions offers 2 pricing plans:
Basic – $10/user/month
- Customer Relationship Management
- Contact Management
- Lead Management
- Customer Management
- Quotes / Proposals
- Document Management
- Campaign Management
- Landing Pages / Web Forms
- Product Catalog
- Territory Management
- Opportunities Management
- Activities and Calendar
- Lead / Source / Opportunities Funnel
- Unique Dashbboard & Widgets
- Customizable Dashborad / per user
- Groups and Users Management
- Employee Hierarchy Management
- Mobile – iOS & Mobile – Android
- Complete Project Management
- Online Invoice Automation
- 24/7 Email Support
- Video Tutorials
- Online Training
Premium – $49/user/month
- All features of the Basic plan
- Lead Distribution System
- Time Keeping
- Custom web development
Integrations
Integrations
- GMail (for the calendar)
- MailChimp (for the newsletters)
- QuickBooks (retrieve products, clients, invoices)
- HubSpot (retrieve contacts and lists)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Z'Onion Creative Group, Enfusen, Qual Chem LLC, Markle Design Group
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
W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.
Company Email
sales@web3box.com
Contact No.
Company's Address
34 Merz Blvd, Suite D
Fairlawn, OH 44333
United States
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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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All the data, facts and opinions that we provided in this analysis were collated from official company sites, promotional resources available online, real-life experience from real clients as well as our own direct use of each product by a professional reviewer. We do our best to extensively test each product, therefore we not only analyze it on our own, but we also match our observations with views of other users from the B2B community.
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