Automated Sales Reporting
How much time do you waste waiting for spreadsheets from Finance or creating reports in your CRM? Too much.
OneUp supercharges your reporting and keeps everyone in the loop with our simple to use automation workflows.
Triggers that work for you
Use activities in your favourite tools to trigger celebrations or notifications across TVs, email, the OneUp dashboard or Microsoft Teams.
Reduce admin time with email automation
Our analyse tools in combination with email automation workflows mean your reporting works on autopilot. Set up weekly activity reports that are sent directly to your Team Leaders or even send a detailed business breakdown to your Directors before your monthly board meetings.
A growing ecosystem of possibilities
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.
Take transparency & autonomy to a new level
"Keeping our sales team motivated, keeping us accountable, bringing some level of fun to KPIs. The reporting allows us to monitor and manage staff accurately and allows us to have much better one-to-one meetings"
“Brilliant platform for driving activity and building healthy competition in our business. The service and support is also outstanding.”
“We're able to track activity that matters, long gone are the days of tracking the number of calls. Our team know that the meaningful metrics are being tracked and are motivated by the competitive element. We also save time by this being calculated automatically - we've moved on from the old whiteboard and calculator!”
See OneUp in action
Book a demo and discover how 250+ sales and recruitment teams use OneUp to hit target faster.