OneDeck - CRM Software | Business Management Platform

Your all-in-one business management platform

Leads, clients, projects, documents - all in one place.

Lead and Sales Management (CRM)

Project, Task and Time Management

Publish Quotes, Invoices and Documents

Your boards, your way.

Create and customize your boards and fields to get the best data management that fit for you.

Leads & opportunities

Customers & contacts

Project & tasks management

Replaces: Asana | Monday | Jira

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What you see is what you get.

Watch your records in the way you want it with four ultimate views: list, kanban, calendar & timeline.

Table view

Kanban view

Calendar & timeline views

Map view

Replaces: Monday | AirTable | Notion

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Get the bigger picture.

Get cumulative insights from your boards and mirror your filtered data in one dashboard.

Charts

Data summary

Activity log

Replaces: ClickUp | Zoho | SalesForce

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Save your time, automate!

Save time and mess by setting up your daily business workflows.

Trigger / actions mechanism

3rd party apps Integration

Scheduled scenarios

Replaces: Zapier | Make | Monday

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Document builder

Create, publish and send your customers a smart pdf documents of quotes, invoices, contracts and more.

Unlimited document types

Invoices and receipts

Pricing & billing schedule

Replaces: QueeckBooks | FreshBooks | HoneyBook

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Share Studio (client portal)

Give your clients a professional space to view updates, sign documents, and stay in sync — all without endless emails.

Share projects, files, and docs

Collect data into boards

Control access with branded views

Replaces: Monday | AirTable | Notion

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Loved by customers

5 out of 5

David W.

Project Manager

Small Business

"Project and task management has become fun!"

The system is very easy to use, all company employees use it from the office or from their mobile. Don't know how we managed without her.

4.9 out of 5

Scott R.

CEO

Small Business

"OneDeck is awesome!"

For start, it was very easy and quick to learn how to use the platform. My team uses it all the time and was very easy to transition over to using it from old excel spreadsheets. Thank you OneDeck!