Close is a sales CRM with built-in calling, SMS, email, and an AI sales agent that auto-logs every interaction.
from $19/mo per user
About OneDeck
What is OneDeck?
OneDeck is a unified business management platform that combines CRM, project and task management, document creation, and client portals. It replaces scattered tools like Asana, Monday, Jira, and QuickBooks by bringing leads, clients, projects, and documents into one place.
What problem does it solve?
Many small businesses juggle multiple apps, leading to scattered data, manual follow-ups, and no single source of truth. OneDeck solves this by offering connected workflows, automated tasks, and full visibility in one dashboard, so you spend less time switching tools and more time growing your business.
Who is it for?
OneDeck is ideal for small to medium-sized businesses, especially project managers, CEOs, and teams that need an affordable, easy-to-learn platform. It’s not built for large enterprises with complex, customizable CRM needs—those may require more advanced tools.
Real use cases
Use OneDeck to manage leads and sales pipelines, track project tasks and timelines, create and send quotes or invoices, and give clients a branded portal for document sharing and e-signatures. It’s suitable for service-based businesses like agencies, consultancies, and freelancers.
Key features
- Boards & custom fields — Create boards for leads, clients, and projects, and customize fields to match your workflow.
- Multiple views — Switch between table, kanban, calendar, timeline, and map views to see data your way.
- Dashboards — Get cumulative insights with charts, data summaries, and activity logs.
- Automation — Set up trigger/action scenarios, integrate with 1,000+ apps, and automate recurring tasks.
- Document builder — Create, publish, and send smart PDF documents like quotes, invoices, and contracts.
- Share Studio (client portal) — Give clients a branded space to view updates, sign documents, and submit data.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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OneDeck Pricing
OneDeck pricing: from $8/seat/mo (free plan available). Billing model: Freemium.
For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →
Free
$0 forever, for 2 seats. Includes unlimited boards, 1,000 records per board, 1,000 documents, 1 GB storage, and 100 automation operations per month.
Basic
$8 per seat/month (total $40/month for 5 seats). Includes everything in Free, plus basic fields (date range, timers, milestones), unlimited records & docs, timeline view, 5 GB storage, public Share Studio, and 25,000 automation operations per month.
Pro
$16 per seat/month (total $80/month for 5 seats). Includes everything in Basic, plus pro fields (budget, billing), permissions, integrations, map view (10,000 credits), 100 GB storage, electronic signature, Share Studio with up to 1,000 restricted clients, and 100,000 automation operations per month.
Enterprise
Contact sales. Includes everything in Pro, plus custom pages/forms, unlimited automations, unlimited storage, and a dedicated customer support rep.
All paid plans offer a free trial (no credit card required).
Frequently asked questions
How much does OneDeck cost?
OneDeck offers a free plan for 2 seats, and paid plans starting at $8 per seat per month (Basic) and $16 per seat per month (Pro). Enterprise pricing is available on request.
Is OneDeck free?
Yes, OneDeck has a free plan that is free forever and includes unlimited boards, 1,000 records per board, 1,000 documents, 1 GB storage, and 100 automation operations per month.
What is OneDeck used for?
OneDeck is used for managing leads, clients, projects, and documents in one place. It combines CRM, project management, and document generation to replace multiple tools.
Who is OneDeck best for?
OneDeck is best for small to medium-sized businesses and teams that want an affordable, easy-to-use all-in-one platform. It's particularly useful for project managers and service-based businesses.
What are the top alternatives to OneDeck?
Alternatives include Monday.com, Asana, and HoneyBook. Unlike OneDeck, these are often specialized in specific areas, whereas OneDeck combines CRM, project management, and document tools.
Does OneDeck have a free trial?
Yes, OneDeck offers a free plan and a free trial for paid plans. No credit card is required to start.
