Make sure you didn’t miss out on anything, and build your conversations to come on your cash collection history.
Are you taking over a teammate’s work during their holiday or juggling a gazillion accounts? All your interactions with your clients—overall or per invoice—are centralized on Upflow. Go through past exchanges, review commitments, confirm your reminders were read…, and forget about browsing your CRM for hours, navigating between tools, or chasing your colleagues: all the resources you could need are accessible from the same place!
Jump on any Customer or Invoice details and click on Timeline above the menu on the right-hand side of your screen.
What will I see?
Actions History
Content: Every minuted phone call or reminder (email, letter, task) performed in Upflow is available here to read, from the most recent to the earliest.
Details: Find out who performed each action and when. Do two of your colleagues have the same initials? Hover your mouse over an action owner to display their full name!
Action status: Check whether your mail (electronic and postal) has been received, opened, or failed to be delivered.
Attachment(s): Download the PDF version of the attached files.
Events
Skipped actions are logged, along with the time they were canceled and their owner.
You will only be informed of postponed ones temporarily while the workflow is paused.
Your customer’s replies
If you have set up the replies import, your customer’s answers to your reminders will automatically be added.
As well as your replies sent from Upflow:
Payment details
Every completed transaction is displayed on the related timelines, linked to the associated invoice and its due amount, along with the transaction timestamp. Click on the invoice line to access its details.
Collection status
If a collection was paused for a customer, the information will be displayed at the very beginning of their Timeline. This mention will disappear as soon as the process is restarted.
What can I do?
Comment and mention
Ease your account management with notes, or draw your teammates’ attention by mentioning them* to trigger a notification (email, slack, or only in-app).
Attach a file to your note
You can attach any files to the notes you leave on any timelines (Actions, Invoice details page, Customer details page).
- Attachments can be added after the note is created.
- There is no file format limit.
- There is a limitation of 25 attachments to a note, and 15Mb global size limit.
- There is no preview of the attachment, but it’s downloadable from the note
You can also attach a file to your note, directly from a pending action:
Pin / unpin
Highlight essential information and make it easily accessible anytime by clicking on the pin next to any note (this doesn’t apply to other timeline events). It will add a pin logo next to your customer’s name and display the selected comments when hovered over. Undo it in the same way from the timeline or the pinned notes.
Reply to your customer
Save time sending email replies directly from Upflow. No need to jump from one inbox to another searching for the right thread—find any email you want to follow up on in your timeline, and hit Reply.
You will be redirected to the *Action editor—* as when setting an action out of the blue, except you won’t be able to change its type. Compose and format your reply, ensure the right parties are looped in (you can even add custom addresses), attach a file if needed, and voilà!
The email will be sent from the user who performed the action and includes the exchange history, and your customer’s answer will be added to the timeline—if you enabled the reply import, that is!
❗ Please note your email will be considered an action if you have an ongoing workflow with this customer and could postpone the next action to respect the defined minimum contact delay.