OneDeck provides all-in-one business management, customer relationship management (CRM), and powerful billing for streamlined workflows. While it has limited automation options, its high degree of customization and intuitive interface make it a powerful tool for organizing data and boosting team productivity. It's a compelling choice for efficient business operations.
OneDeck Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is OneDeck?
OneDeck is an all-in-one business management platform designed for companies struggling with disconnected tools and inefficient workflows. It centralizes operations by combining project management, CRM, and billing into a single, cohesive system. The core OneDeck features, such as customizable boards and automated workflows, empower businesses to design processes that fit their unique needs. This helps teams eliminate data silos, reduce manual errors, and reclaim valuable time to focus on strategic growth and client relationships.
OneDeck Pricing
The platform offers a transparent OneDeck price structure with discounts for annual commitments. The available plans are:
- Free - $0 for up to 2 seats
- Basic - $8/user/month
- Pro - $16/user/month
- Enterprise - Custom pricing
Disclaimer: The pricing is subject to change.
OneDeck Integrations
The software supports integration with over 1,000 applications, connecting your workflows to the tools you already use, such as:
- Google Workspace
- Shopify Software
- Calendly Software
- Slack Software
Who Is OneDeck For?
OneDeck is ideal for a wide range of industries and sectors, including:
- Nonprofit
- Professional services
- Sales and marketing
Is OneDeck Right For You?
The OneDeck software is an excellent fit for businesses seeking to consolidate their tech stack and eliminate the chaos of juggling multiple applications. Its standout capability is the seamless integration of project management, CRM, and a native document builder, allowing teams to manage the entire project lifecycle, from lead to invoice, in one place.
Still doubtful if OneDeck is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
OneDeck Features
Create highly customizable boards that act as the central database for your projects, clients, or any other business process. With custom fields and sections, you can organize information precisely to track progress, manage tasks, and ensure your team is aligned.
See How It WorksStreamline your operations by building custom, trigger-based workflows that eliminate repetitive manual tasks. This feature allows you to automate notifications, task creation, and status updates, saving your team significant time and reducing the potential for human error in daily processes.
See How It WorksGain a comprehensive, real-time overview of your business performance with powerful, easy-to-read dashboards. You can aggregate data from multiple boards into visual charts and reports to monitor key metrics, identify trends, and make informed, data-driven decisions quickly.
See How It WorksGenerate professional, branded documents like quotes, invoices, and contracts directly within the platform. This tool pulls real-time data from your boards to populate smart PDF templates, simplifying your billing and proposal processes while ensuring accuracy and consistency in client communications.
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