Automation

Get your time back to focus on growth

Managing and motivating a sales team is hard enough without having to worry about all the manual work that goes with it.

We're helping you get back the hours lost to manual reporting and ensuring your team has the information they need in seconds, not hours

Automation
Wave bottom
Reduce manual work

Reduce manual work

Let Automation complete your manual, tedious tasks such as circulating reports or celebrating success

Improve efficiency

Improve efficiency

Managers spend 20m on average producing performance reports in their CRM. OneUp reduces that to 0

Engage your team

Engage your team

Put the right data in the right hands at the right time so your team know what needs to be done next

Wave topWave bottom
A simple, beautiful workflow builder

A simple, beautiful workflow builder

Every company is different, we get that. That's why our workflow creation tool has been built to be incredibly flexible to meet your individual needs. Configure the stages in whatever order to suit your business needs.

Simplify complicated processes

Simplify complicated processes

We support a range of triggers to help capture the broad spectrum of events that happen on OneUp. Just like our date and time trigger enabling you to organise your workflows around your company's schedule.

A growing ecosystem of possibilities

A growing ecosystem of possibilities

This is just the start for Automation. We’re always adding new modules to the workflow builder to expand its capabilities and enable you to automate more of your day to day work life.

Richard Lombos

Automation saved us an hour a week per person

The automation feature has saved us an hour a week per person, getting reports on performance against targets for our Recruiters. It’s the best extension to a CRM platform.

Richard Lombos, Senior L&D Consultant @ Michael Bailey Associates

Ready to automate your day?