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OneDeck

OneDeck offers a comprehensive solution for business management, customer relationship management (CRM), and robust billing systems to enhance workflow efficien...

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OneDeck offers a comprehensive solution for business management, customer relationship management (CRM), and robust billing systems to enhance workflow efficien...

Watch Demo Get Pricing
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Product Overview

OneDeck offers a comprehensive solution for business management, customer relationship management (CRM), and robust billing systems to enhance workflow efficiency. Although it features a limited range of automation capabilities, its extensive customization options and user-friendly interface render it an effective tool for data organization and enhancing team productivity. This makes it an appealing option for optimizing business processes.

Product Details

What Is OneDeck?

OneDeck is a comprehensive business management solution crafted for organizations facing challenges with disjointed tools and ineffective workflows. It streamlines operations by merging project management, CRM, and billing into one unified platform. Key features of OneDeck, including customizable boards and automated workflows, enable businesses to create processes tailored to their specific requirements. This integration helps teams break down data silos, minimize manual mistakes, and free up precious time to concentrate on strategic expansion and nurturing client relationships.

OneDeck Pricing

The platform provides a clear pricing structure for OneDeck, offering discounts for those who commit annually. The plans available include:

  • Free - $0 for up to 2 seats

  • Basic - $8/user/month

  • Pro - $16/user/month

  • Enterprise - Custom pricing

Contact us to receive a personalized quote for OneDeck.

Note: Pricing may vary.

OneDeck Integrations

This software can integrate with over 1,000 applications, linking your workflows to the tools you already utilize, such as:

  • Google Workspace

  • Shopify Software

  • LinkedIn

  • Calendly Software

  • Slack Software

To discover more about the functionalities of this software, schedule a complimentary OneDeck demo today.

Who Is OneDeck For?

OneDeck caters to a diverse array of industries and sectors, including:

  • Nonprofit

  • Professional services

  • Sales and marketing

Is OneDeck Right For You?

The OneDeck software is particularly well-suited for businesses looking to streamline their technology stack and eliminate the confusion that comes with managing multiple applications. Its unique feature is the smooth integration of project management, CRM, and an in-built document creator, which empowers teams to handle the entire project lifecycle—from initial lead to final invoice—all within a single platform.

If you're still uncertain whether OneDeck meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Highly effective for organizing data
  • ✔ Extremely customizable to business needs

Cons

  • ✘ Needs more advanced automation options
  • ✘ Permissions lack view-level controls

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.

OneDeck provides a help center and 24/7customer support via chat and email.

The software supports integration with over 1,000 applications, including Shopify, Calendly, LinkedIn, Slack, and Google Workspace.

The platform is primarily available in English.

The software is suitable for a diverse range of industries and sectors, including sales and marketing, professional services, and nonprofit.

Yes, OneDeck offers an app for Android devices.

Yes, OneDeck software provides API.