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
Reduce manual work
Improve efficiency
Engage your team
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
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
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.
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
