Welcome to Upnify® Flow - Streamline processesUpnify CRM

Real control of your processes
without scattered files or chats with Upnify® Flow

Design clear workflows with owners and evidence inside a single platform. Avoid delays, errors, and rework in your daily operation.

Upnify Flow
Upnify Flow
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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.

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Document every step with photos, files, and comments. Build a verifiable history for audits, demanding clients, and internal teams: "the evidence lives in Flow."

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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.

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Create required checklists and service standards for every stage. Make sure everyone follows the same process without depending on memory or individual goodwill.

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Automated after-sales service
through WhatsApp

Combine Upnify® Connect and Upnify® Flow to receive, manage, and resolve service requests with clear processes, defined response times, and automated communication.

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Number 1

Your customer writes through WhatsApp

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.

Number 2

A ticket with a reference number is created in Flow

Upnify® Flow automatically creates a ticket with the case details, the assigned owner, and the committed response times.

Number 3

Your team executes and the customer gets updates

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.

Immediate benefits for your business:

Fewer calls

Fewer calls asking
"what is happening with my case?"

Traceability

Full traceability for every
request and owner

Response times

Better response times and a
better customer experience

WhatsApp support
24/7 WhatsApp support*

Use conversational AI to answer frequently asked questions, open tickets, and keep customers informed even outside business hours.

SLA timing
SLAs and response times

Define maximum times by stage and receive alerts whenever a case is at risk of missing its committed deadline.

Evidence and audit
Evidence and audit trail

Attach photos, files, and comments at every stage of the case. Everything stays documented in one place.

CRM integration
Integrated with CRM and sales

Link every ticket to the customer, sale, or contract inside Upnify® CRM so you have the full relationship history available.

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Improve control and quality across your operational processes

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.

Options to grow

Buy Upnify® Flow by volume or upgrade to MAX to get the full Upnify ecosystem.

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.

Full suite

MAX

The best option for companies that want processes, automation, conversations, and sales in one suite, with better value than buying multiple modules separately.

$35 USD

Per user/month, billed annually.

Approximate savings of 20%

Quarterly reference: $43 USD/user/month.
Annual charge: $420 USD per user. Taxes excluded.

Includes the full suite: CRM + Engage + Connect + Flow
  • CRM for sales management and follow-up
  • Engage for campaigns, events, and activations
  • Connect for multichannel service and centralized conversations
  • Flow for process and task automation
View full suite
Maximum savings

Flow 5k

The highest-volume package for companies automating processes across multiple areas and aiming for the best cost per task.

PREPAID $1,479 USD $0.2958 USD per task

One-time purchase of 5,000 tasks. Credits accumulate and do not expire. Taxes excluded.

Ideal for:

high-volume operations that need structural automation without monthly charges.

  • Complete 5,000 tasks
  • Everything in Flow 1000
  • Multi-area automation
  • Customizable smart workflows
  • Strategic implementation guidance
  • Developer API
  • Dedicated phone support
Most popular

Flow 1000

The best balance for teams running multiple processes and wanting more capacity with a better cost per task.

PREPAID $409 USD $0.409 USD per task

One-time purchase of 1,000 tasks. Credits accumulate and do not expire. Taxes excluded.

Ideal for:

teams with multiple operational processes that need to scale automation without changing the purchase model.

  • Complete 1,000 tasks
  • Prepaid, no monthly charges
  • Everything in Flow 200
  • Advanced workflows
  • Collaboration with external agents
  • Developer API
  • Priority support
  • Tasks do not expire and are cumulative
Starter

Flow 200

The simplest way to start automating tasks and organizing processes without committing to monthly fees.

PREPAID $89 USD $0.445 USD per task

One-time purchase of 200 tasks. Credits accumulate and do not expire. Taxes excluded.

Ideal for:

teams that want to start with Flow and grow as their operational volume increases.

  • Complete 200 tasks
  • Prepaid, no monthly charges
  • Visual workflow monitor
  • Full integration with Upnify® CRM and Upnify® Connect
  • Standard support
  • Tasks do not expire and are cumulative

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. Taxes excluded.

We accept international wire transfers. Commercial validation may apply depending on configuration and contracted volume.

FIND ANSWERS

TO FREQUENTLY ASKED QUESTIONS ABOUT FLOW AND ITS CAPABILITIES

It is a tool designed to help you control the execution and quality of your operational processes. With Flow you can organize tasks, assign owners, and make sure everything happens on time and with clear evidence at every step.

Anything from order tracking, service implementation, or technical support to any internal flow that requires structure, response times, and coordination between teams.

You can define response times, owners per task, and required proof of completion. That helps you detect bottlenecks, avoid errors, and keep high standards across every process.

Beyond task organization, Flow gives you stronger control over execution, makes collaboration with third parties easier, and is designed to integrate with the rest of the Upnify ecosystem, such as CRM and Connect.

No. Upnify® Flow works on its own. But if you already use CRM or Connect, you can integrate them easily to connect your workflows with contacts, communications, or sales.

In just a few hours you can have your first basic workflow running. For more complex processes, our implementation team can help design workflows, define SLAs, and train your staff.

You only need to define the first process you want to organize, such as after-sales service, order fulfillment, support, or internal projects. We guide you through the configuration and testing process with your team.