OneUp

About OneUp

OneUp is a multi-functional platform developed specifically for small businesses in order to reduce their cost and increase their revenue. It is an accounting software, an inventory management software, a CRM software, and a billing and invoicing software, all in one. It provides smart tools to the users to manage their financial accounts, inventory, expenses and CRM, and their invoices and bills- everything in a single platform. The platform enables creation, customization and sending of invoices with just a few clicks. It also assists the user in monitoring their inventory level, managing their opportunities and leads, and in setting reminders for timely planned follow ups. The platform’s accounting features include bank reconciliation, cash management, expense tracking, collections, purchase management, and tax management. Its inventory management features include multi-location access, inventory overview, purchase order management, and shipping management. Users can enjoy its CRM features as well that include contact management, call logging, list management, and marketing automation. Other than that, the platform also offers invoicing and billing features like customizable invoices, mobile payments, and online invoicing. The platform further allows multi-currency usage for easy operation and handling. Users additionally get a free trial version for testing its features before buying the premium plans.

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Pricing

Free Trial Available
Starts at $9.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%
Reviews

71%
Momentum

61%
Popularity

74%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android)

Organization Types Supported

Small Business

API Support

Available

Modes of Support

Business Hours, Online

OneUp Features

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Accounting Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

92%

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Purchasing

Acquiring goods or services required for the business at minimal cost

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Receivable

Handling the money the client owes to the company.

Accounts Payable

Handling the money owed by a business to its suppliers.

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Inventory Management Features

Shipping Management

Helps automating and monitoring the shipping process and controlling other aspects of shipping

Purchase Order Management

Helps in the management process of purchase orders and ensures real-time monitoring/processing of purchase transactions

Order Entry

Ensures automatic order fulfillment for customers and clients

Inventory Overview

Offers an overall view of the inventory stock in a glimpse

Multi-Location

Helps to manage business affairs across multiple sales channel

Transfer Management

Helps to document and automate as much as possible the shipment of inventory items from one warehouse to another

Traceability

Helps to trace data on product sourcing and find what materials and processes were used in product manufacturing

Supplier Management

Helps in automating, monitoring and managing a company's supplier lifecycle like pre-contract tasks, post-contract ones, etc

Serialized Inventory Tracking

Helps automatically tracking the inventory items serial-wise

Kitting

Helps in categorizing, assembling, packing and supplying stock items together

Inventory Optimization

Helps to maximize the use of the company stock or inventory

Inventory Forecasting

Helps in forecasting inventory items or stock supplies and facilitates making informed decisions for ensuring optimal inventory control

Custom Pricing Models

Helps in providing custom priced packages for stock items

Cost Tracking

Helps in tracking the cost of stock items for easy access

Barcoding (RFID)

Helps in scanning the barcode of an object and accurately records the data or transaction

Search (Filter)

Provides with advance and efficient search/ filter tools to get more refined findings or results

Warehouse Management

Keep your stock safe by using barcodes or serial/lot numbers

CRM Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Multi-Currency

Enables payment and collection in multiple currencies.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes (Estimates)

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

OneUp Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Self $9.00 $9.00 per month

Great for Independent Contractors or Sole Proprietors

Features

1 User

All the Plans includes these Features

Invoices
Accounting
Inventory
CRM

Pro $19.00 $19.00 per month

Invite your business partner or accountant to join

Features

2 Users
1-on-1 Support
Includes features of All Plan

Plus $29.00 $29.00 per month

For companies with a sales rep or bookkeeper and office manager

Features

3 Users
1-on-1 Support
Includes features of All Plan

Team $69.00 $69.00 per month

Features

7 Users
1-on-1 Support
Includes features of All Plan

Unlimited $169.00 $169.00 per month

Unlimited users let your company grow without bounds

Features

Unlimited Users
1-on-1 Support
Includes features of All plan

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Disclaimer: The pricing details were last updated on 26/03/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about OneUp Pricing