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What is OneUp Sales?

Leaders such as directors, managers, and consultants can be equipped with essential tools to thrive in both remote and office environments. With exceptional performance reporting, engaging gamification features, and daily email updates for your team, OneUp offers a comprehensive solution. It seamlessly integrates with various third-party CRMs, VOIP systems, and additional platforms, enabling sales managers to monitor all vital metrics in a single dashboard. You can quickly set up fantasy-sports-inspired leagues, team-based missions, or direct challenges within minutes to foster engagement. This allows you to focus on what truly matters—growing your business. Performance updates are dispatched automatically, ensuring that everyone stays informed. By connecting CRM data with OneUp competitions, you can enhance the effectiveness of your existing technological investments. Keep in mind that "If it isn’t tracked, it’s not fact." To streamline communication about progress, eliminate the need for outdated spreadsheets, whiteboards, and emails. As soon as you click 'Go,' everything becomes automated, allowing you to harness the competitive spirit of salespeople by providing real-time comparisons with their peers. This innovative approach not only boosts morale but also drives productivity across your team.

What is ONE UP?

AI expertly transforms bank feeds into precise accounting records with an impressive accuracy rate of 95%, a benchmark acknowledged by Forbes. This fully automated solution can be customized to meet the unique requirements of each client, leading to usage rates that far exceed those of conventional banking systems. Notably, an impressive 85% of users engage with their accounts on a monthly basis, underscoring the platform’s efficacy. The emergence of open banking, spurred by neobanks like Google, Intuit, PayPal, and Square, introduces new challenges that can impact your business banking revenue, particularly in the realms of deposits, loans, and payment processing. To bolster your net banking revenue, it is essential to capitalize on real-time cross-selling opportunities and fully harness the potential of your current small business customers through Smart Advices™ by OneUp. The OneUp platform utilizes an API framework, ensuring rapid integration while allowing for the customization and flexibility needed for your strategies. With the advanced data processing capabilities of OneUp AI, it accurately translates bank feeds into detailed accounting entries, clearly displaying income, expenses, and overall profitability for designated periods and selected currencies. This groundbreaking method not only simplifies financial management but also equips businesses with the insights required to make strategic, data-driven decisions in real time, ultimately fostering growth and efficiency.

Media

Media

Integrations Supported

Google Workspace
Salesloft
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail

Integrations Supported

Google Workspace
Salesloft
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail

API Availability

Has API

API Availability

Has API

Pricing Information

$33 per month
Free Trial Offered?
Free Version

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Stormburst Studios

Company Location

United Kingdom

Company Website

www.oneupsales.co.uk

Company Facts

Organization Name

ONE UP

Date Founded

2011

Company Location

United States

Company Website

www.oneup.com

Categories and Features

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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