Upflow vs TPS Cloud Axis: Which is a better fit?

Thomas T

CFO

In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool.

The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io.

Upflow has been a great help for us to save time and reduce our DSO.

It is quite difficult, at the beginning, to put the email in each invoice sending.

It is very easy to use, it does not require a very good knowledge of software.

The engineering team never completed one of my feature requests. You cannot chareg a customer credit card immediately (2 day lag between issuing an invoice and auto charging a card).

It helps you save money by spending less time on admin tasks (that can be expensive if you have to hire someone to monitor your client's payments.

I mostly enjoy the helpful videos as we learn to use this new software. I also appreciate the kind customer service I have received when sending in tickets for assistance.

The report names are confusing because they are all so similar. I have a hard time getting the reports I want, so just use a few that I understand.

This is very helpful in invoicing and making sure jobs are profitable and is also a good training tool for employees and time management.

Practice management - find it too complex and sometimes confusing. We tried and not using it a the moment.

Great conversion process from the server based product. TPS support is outstanding.

Adding new clients - the process always feel awkward, and takes just a few more clicks than it should need to. Looking up history is clumsy at times.

Integration has been very smooth, easy for staff adapt to, imbedded tutorial videos very helpful. Overall we have been very pleased with the variety of components and logical flow of TPS Cloud.

Sometimes it might be hard to delete or edit an entry if someone is working on it.