Peakflo Reviews & Product Details - Page 4

Basically, in the dashboard, you can find any data that supports our collection reports, and also Peakflo team is accommodating if you have any problems. Review collected by and hosted on G2.com.

Delay in exporting data, but other than that, I don't have any dislike about Peakflo cause it helps me a lot in my daily transactions and reports. Review collected by and hosted on G2.com.

- Customizable workflows for A/R tasks (i.e., sending reminders to clients, and many other items like sending SMS, or email, etc.)

- Client Portal where clients can check their account status

- As a Quickbooks Online user, I like that it marks my client's invoices as "Paid" when they pay through the Peakflo portal

- I like seeing in a dashboard how much people owe me, who are my highest overdue, etc.

- The price is budget-friendly compared to other providers. Review collected by and hosted on G2.com.

- The app still feels like it is in developmental stages because the UI is not, at many times, self explanatory.

- There is a lack of professional feel in the client portal, which is essential for us since it affects Customer Experience.

- When a Client has already paid through the portal, the tags still indicate that payment is "due" or "overdue" due to a limitation on Peakflo's end. The tag only changes to fully "paid" after money is received credit to our bank accounts which takes as much as 7-8 days to process for credit card payments. Thus, on the client's end, they can get confused. They informed me that there is currently no workaround for this...

Lastly, I hate that it advertises $99/month, but when they invoice me the charges, I am asked to pay via Bank Transfer which is very inconvenient as a Corporate bank user. I asked to pay via Credit Card, and they charged me extra money to pay via credit card. Credit Card Processing Fees are always covered by application providers, based on my experience as someone who used many apps personally and professionally. No one has ever asked me to pay extra if I want to pay via credit card. Moreover, as an online service provider like Peakflo, it is a given that most people, if not all, will pay via credit card and not bank transfers. Review collected by and hosted on G2.com.

To chase the customer to by sending auto email from peakflo, with helpful CS and other supports from Peakflo team Review collected by and hosted on G2.com.

If I can bulk upload the invoices files in one time instead of one by one is the best Review collected by and hosted on G2.com.

It speeds up and saves time sending reminders to customers and preparing the statement of accounts. Review collected by and hosted on G2.com.

Sometime the data may not refresh immediately. Review collected by and hosted on G2.com.

we are very helpful in collection part such as : Sent SoA to shipper, blasting email reminder, blasting WA/SMS reminder automatically. automatic record the payment every time there is a transaction.

the report menu make it easy for us to elaborate our actions.

All the actions we can do automatically, so we can save our time. The people the team realy fast response. Review collected by and hosted on G2.com.

maybe sometimes there is a bug. pending reminder, delay payment/settlement. Review collected by and hosted on G2.com.

Peakflo has helped reduce the time needed to send reminders and has improved our collection rates. Peakflo has always been quick to address our issues and errors. Review collected by and hosted on G2.com.

It would be good if Peakflo can auto-assign shippers based on specific criteria or labels into the Reminder workflows.

It would overall increase the efficiency. Review collected by and hosted on G2.com.

We can add email reminder for the payment request to vender or client by automative and manually. Review collected by and hosted on G2.com.

If client have project managers for each of projects, we can only sent automatically to specific project manager. Review collected by and hosted on G2.com.

Peakflo helps us to improve our productivity and make our work easier. It made our time more worthwhile to do our other work. Peakflo has really dedicated a lot to our company. Review collected by and hosted on G2.com.

So far, we haven't had any problem wth using peakflo, but it has helped us even more. Review collected by and hosted on G2.com.

Great automation for virtual account & easy to track incoming fund Review collected by and hosted on G2.com.

Cant accept foreign currency, it's a problem for our merchant who lives abroad Review collected by and hosted on G2.com.

Ability to automate reminder to customer.

able to track last action taken Review collected by and hosted on G2.com.

peaklo loads rather slowly and the functionality is pretty slow. Review collected by and hosted on G2.com.