Group

Software

Operations

Sub category

Productivity

Product tag

Business productivity

Best for

Marketers

Project managers

Sales managers

Alternative to

Airtable

Monday.com

Notion

Integrations

Make

Zapier

Operating system

Browser-based

Android

Allows Existing Accounts

All future Basic (Tier 1-2) or Pro (Tier 3-5) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade between 5 license tiers while the deal is available

Ability to downgrade between 5 license tiers within 60 days of purchase

Only for new OneDeck users who do not have existing accounts

OneDeck Terms & Conditions

G2 reviews

Capterra reviews

Help center

LinkedIn

Blog

Use cases

Roadmap

Company and product FAQs

First post from founder

<h4 class=""><b>OneDeck is a business management platform that streamlines operations, team collaboration, and workflow automation.</b></h4>

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<h4 class=""><b>Customizable boards and views</b></h4>

<p>Whether you prefer kanban, table, calendar, or timeline view, OneDeck lets you <b>visualize data in a way that helps you get the job done</b>.</p> 


<ul><li><b>Tailor each board</b> to track progress, prioritize tasks, and stay on top of deadlines</li><li>Keep everybody on track and <b>ensure nothing slips through the cracks</b></li></ul>

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<h5 class="" style="text-align: center; "><i>Keep your data and workflows organized with customizable boards and views.</i></h5><h4 class=""><b>Design business docs like a pro</b></h4>

<p>OneDeck comes with a drag-and-drop document builder that lets you<b> design professional documents that reflect your brand’s vibe</b>.</p>


<ul><li><b>Create proposals, invoices, or contracts </b>with full control over template designs</li><li><b>Populate client and project info automatically</b>—no more formatting or copy-pasting!</li></ul>

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<h5 class="" style="text-align: center; "><i>Create professional contracts, proposals, and more without formatting a thing!</i></h5><h4 class=""><b>Automate your workflows</b></h4>

<p>You can even <b>create automation rules to streamline repetitive processes</b> so your team stays focused on high-priority tasks.</p>



<ul><li><b>Set triggers and actions</b> for records, notifications, and data updates</li><li><b>Send reminders, update records</b>, and more</li><li><b>Boost productivity, minimize errors, and maintain smooth operations</b> across the board</li></ul>

<p>
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<h5 class="" style="text-align: center; "><i>Automate tedious, repetitive processes like setting reminders and updating data records.</i></h5><h4 class=""><b>Stay aligned with business goals</b></h4>

<p>Best of all, OneDeck helps you<b> stay on top of key metrics with customizable dashboards</b> that give you a clear overview of your work.</p>



<ul><li><b>Visualize project progress, track performance, and monitor data</b>—all in one place</li><li><b>Tailor your dashboard to your needs</b>, highlighting the most relevant information</li><li><b>Get real-time updates and easy-to-read visuals</b> to make informed decisions</li></ul> 

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<h5 class="" style="text-align: center; "><i>Customize your dashboard to have visibility on key metrics impacting business goals.</i></h5><p>Whether you’re working solo or leading a growing team, OneDeck helps you streamline all your daily operations and manage resources.</p>
<p>Run your business in one place.</p>
<p><b>Get lifetime access to OneDeck today!</b></p>

Streamline operations and automate workflows with this business management platform

Manage projects, clients, and operations

Beautiful App, Easy to Work With Intuitively

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