OneDeck: Business Management Platform
OneDeck helps small to mid-sized businesses manage operational data and project workflows. It is designed for teams that need to combine CRM, task tracking, and PDF document generation.
At a glance
- Category
- Productivity
- Best for
- Small business owners, Professional services agencies, Nonprofit organizations, Operations managers, Remote teams
- Pricing
- OneDeck offers a free forever plan for up to 2 seats. Paid plans start at $8 per seat per month for the Basic tier, with a Pro tier at $16 per seat per month, and custom pricing for Enterprise.
- Key use cases
- CRM and Lead Management, Project and Task Tracking, Operational Document Management, Client Collaboration, HR and Onboarding
- Integrations
- Zapier, Google Drive, Google Sheets, Gmail, WooCommerce
- Official website
- onedeck.com
OneDeck is a business management tool designed to centralize operational needs. It uses a board system where users can organize data and view it through formats including Kanban, calendar, and timeline views to track project progress.
The platform supports a variety of organizations, including small businesses, nonprofits, agencies, and professional services. It includes a document builder for creating quotes and invoices, and a Share Studio portal for client interactions.
Buyers should consider their specific data volume and automation needs, as the free tier has record and storage limits. Permissions, map views, and larger storage capacities are available in the Pro and Enterprise plans.
Key Features
Supports the creation and customization of boards and fields to organize tasks, leads, and project data.
Allows users to view records in list, kanban, calendar, timeline, and map formats.
Designed to create and send PDF documents such as invoices, quotes, and contracts.
Uses a trigger and action mechanism to automate business workflows.
A client portal that helps businesses share projects, files, and documents with restricted client access.
Provides overviews and insights based on filtered board data.
Includes natural language understanding to help with content generation and automation.
Use Cases
Managing customer relationships and tracking sales pipelines through customizable boards.
Organizing team deliverables and monitoring milestones using timeline and kanban views.
Generating and publishing PDF invoices and contracts via the document builder.
Using the Share Studio portal to provide clients with updates and document access.
Managing employee onboarding and compliance processes using structured boards.
Best For
Integrations
Pricing
OneDeck offers a free forever plan for up to 2 seats. Paid plans start at $8 per seat per month for the Basic tier, with a Pro tier at $16 per seat per month, and custom pricing for Enterprise.
FAQ
Yes, OneDeck offers a free forever plan for up to 2 seats, which includes 1,000 records per board and 1 GB of storage.
The Basic plan starts at $8/seat and adds timeline views and basic document sections. The Pro plan ($16/seat) adds permissions, integrations, map views, and expanded storage.
Yes, the platform includes a document builder designed to create and send PDF documents, including invoices, quotes, and contracts.
Source category: Productivity
Source subcategory: Project Management
