Last Updated
Overview
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.
Overall Rating
Based on 10 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Boards
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.
Automation
Streamline 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.
Dashboards
Gain 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.
Document Builder
Generate 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.
Pros And Cons of OneDeck
Pros
Highly effective for organizing data
Extremely customizable to business needs
Cons
Needs more advanced automation options
Permissions lack view-level controls
OneDeck Reviews
Total 10 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars70%
4
Stars30%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“Excellent tool for managing sales”
Pros
I really appreciate how this system lets me save price quote templates that I can reuse regularly, it's such a time saver. The automation features are particularly impressive since they can pull data from documents and automatically create or update records. We rely on it every day for managing our leads, opportunities and quotes. The interface is simple to use and their customer support team has been fantastic whenever we've needed help.
Cons
Still waiting for the iPhone app they promised and it's pretty disappointing since mobile access would be really helpful for our workflow.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
7
Small-Business, 11-50 employees
“Ditched spreadsheets for good”
Pros
Moving from Excel sheets to this platform was a game changer for our project management. Before, we were stuck maintaining duplicate data across multiple spreadsheets which was incredibly inconvenient. The tool helped us organize everything with proper architecture and set up data sharing based on manager and employee privileges. Creating different views with saved filters has been incredibly helpful and it really improves the user experience for our team. Their customer service is excellent and always responds quickly when we need help.
Cons
While the permissions system is quite intelligent, it lacks view-specific permissions which can be limiting at times.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
8
Mid-Market, 51-100 employees
“Efficient software”
Pros
I can collaborate with my team from anywhere using any device which is incredibly convenient. The interface is really clean and easy to navigate. What I love most is being able to create my own automated workflows and it saves me tons of time and effort.
Cons
You have to go through Make or Zapier to integrate with other apps which adds an extra step.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
7
Frequently Asked Questions
What types of pricing plans does OneDeck offer?
The platform offers four main plans: a Free plan for up to two users, a Basic plan at $8 per user/month, a Pro plan at $16 per user/month, and a custom Enterprise plan. You can also request a personalized OneDeck pricing quote now.
What level of support does OneDeck offer?
OneDeck provides a help center and 24/7customer support via chat and email.
What other apps does OneDeck integrate with?
The software supports integration with over 1,000 applications, including Shopify, Calendly, LinkedIn, Slack, and Google Workspace.
What language does OneDeck support?
The platform is primarily available in English.
Who are the typical users of OneDeck?
The software is suitable for a diverse range of industries and sectors, including sales and marketing, professional services, and nonprofit.
Does OneDeck have a mobile application?
Yes, OneDeck offers an app for Android devices.
Does OneDeck offer an API?
Yes, OneDeck software provides API.