Design clear workflows with owners and evidence inside a single platform. Avoid delays, errors, and rework in your daily operation.
Learn more about Upnify® Flow
Automation and visibility
from end to end
Set clear workflows with responsible owners and deadlines at every stage. Avoid bottlenecks, "forgotten" tasks, and rework that costs your company money.
Document every step with photos, files, and comments. Build a verifiable history for audits, demanding clients, and internal teams: "the evidence lives in Flow."
Track in real time the progress of every case, task, work order, or service request. Detect delays, identify bottlenecks, and avoid the classic "How are we doing?" calls.
Create required checklists and service standards for every stage. Make sure everyone follows the same process without depending on memory or individual goodwill.
Combine Upnify® Connect and Upnify® Flow to receive, manage, and resolve service requests with clear processes, defined response times, and automated communication.
The customer reports an issue, question, or request through WhatsApp or web chat. Upnify® Connect gathers the key information before your team has to step in.
Upnify® Flow automatically creates a ticket with the case details, the assigned owner, and the committed response times.
Flow guides your team through every stage of the process, from intake and diagnosis to resolution and closure, with checklists, evidence, and SLAs. The customer receives automated updates by WhatsApp or email.
Fewer calls asking
"what is happening with my case?"
Full traceability for every
request and owner
Better response times and a
better customer experience
Use conversational AI to answer frequently asked questions, open tickets, and keep customers informed even outside business hours.
Define maximum times by stage and receive alerts whenever a case is at risk of missing its committed deadline.
Attach photos, files, and comments at every stage of the case. Everything stays documented in one place.
Link every ticket to the customer, sale, or contract inside Upnify® CRM so you have the full relationship history available.
I recommend Flow as a commercial executive.
Upnify® Flow arrived at exactly the right moment for our commercial operation. As a tool, it delivers the speed of service we needed through such an important channel as WhatsApp.
Alan Luna
Simex
Before using Flow
Before using Flow, coordinating tasks between design, content, and account teams was chaotic. Now everything is organized, everyone knows what they need to do and when to do it. Automated tasks and client-specific flows save us hours of follow-up every week. It feels like having a project manager built around how an agency actually works.
Paola Flores, Operations Manager
Efecto Digital
March 2026
I strongly recommend Flow.
Upnify® Flow has been extremely useful for our sales team. Communication with our customers and prospects has become more effective, and the faster responses have brought us closer to our main goal: closing more sales.
Rita Hernández
Simex
I recommend Flow as a commercial executive.
Upnify® Flow arrived at exactly the right moment for our commercial operation. As a tool, it delivers the speed of service we needed through such an important channel as WhatsApp.
Alan Luna
Simex
Before using Flow
Before using Flow, coordinating tasks between design, content, and account teams was chaotic. Now everything is organized, everyone knows what they need to do and when to do it. Automated tasks and client-specific flows save us hours of follow-up every week. It feels like having a project manager built around how an agency actually works.
Paola Flores, Operations Manager
Efecto Digital
March 2026
I strongly recommend Flow.
Upnify® Flow has been extremely useful for our sales team. Communication with our customers and prospects has become more effective, and the faster responses have brought us closer to our main goal: closing more sales.
Rita Hernández
Simex
Paola Flores, Operations Manager
Efecto Digital
March 2026
Alan Luna
Simex
Manage tasks, timing, and owners inside one collaborative platform that lets you follow up, collect evidence, and make sure everything gets done the right way.
If you only need to structure processes and execute tasks by volume, choose the Flow package that best fits your operation. If you also want sales funnels, campaigns, and conversations across WhatsApp®, Facebook®, and Instagram® inside one suite, MAX is the stronger option.
The best option for companies that want processes, automation, conversations, and sales in one suite, with better value than buying multiple modules separately.
Approximate savings of 20%
Per user/month, billed annually*
The highest-volume package for companies automating processes across multiple areas and aiming for the best cost per task.
high-volume operations that need structural automation without monthly charges.
The best balance for teams running multiple processes and wanting more capacity with a better cost per task.
teams with multiple operational processes that need to scale automation without changing the purchase model.
The simplest way to start automating tasks and organizing processes without committing to monthly fees.
teams that want to start with Flow and grow as their operational volume increases.
Notes: * MAX is priced per user/month with annual billing. Flow works as prepaid volume and does not create monthly charges.
Tasks do not expire and are cumulative. Prices do not include VAT. VAT only applies to Mexican companies.
We accept international wire transfers. Commercial validation may apply depending on configuration and contracted volume.
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TO FREQUENTLY ASKED QUESTIONS ABOUT FLOW AND ITS CAPABILITIES