AI TOOL PROFILE
OneDeck: Business Management Platform
- Productivity
- Project Management
- 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.
At a glance
- Best for
- Small business owners, Professional services agencies, Nonprofit organizations, Operations managers, Remote teams
- 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
- Visit Onedeck official website
How AI is used
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
Customizable Boards
Supports the creation and customization of boards and fields to organize tasks, leads, and project data.
Multiple Data Views
Allows users to view records in list, kanban, calendar, timeline, and map formats.
Document Builder
Designed to create and send PDF documents such as invoices, quotes, and contracts.
Workflow Automation
Uses a trigger and action mechanism to automate business workflows.
Share Studio
A client portal that helps businesses share projects, files, and documents with restricted client access.
Dashboards and Analytics
Provides overviews and insights based on filtered board data.
AI Assistant
Includes natural language understanding to help with content generation and automation.
Use Cases
CRM and Lead Management
Managing customer relationships and tracking sales pipelines through customizable boards.
Project and Task Tracking
Organizing team deliverables and monitoring milestones using timeline and kanban views.
Operational Document Management
Generating and publishing PDF invoices and contracts via the document builder.
Client Collaboration
Using the Share Studio portal to provide clients with updates and document access.
HR and Onboarding
Managing employee onboarding and compliance processes using structured boards.
Integrations
- Zapier
- Google Drive
- Google Sheets
- Gmail
- WooCommerce
- Shopify
- Dropbox
FAQ
Does OneDeck have a free version?
- Yes, OneDeck offers a free forever plan for up to 2 seats, which includes 1,000 records per board and 1 GB of storage.
What is the difference between the Basic and Pro plans?
- 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.
Can I create invoices within OneDeck?
- 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
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