OneDeck is an AI-powered business operating system that combines CRM, project management, document generation, dashboards, automation, AI agents, and integrations into one connected platform. It lets users manage leads, clients, projects, and documents in a single system with customizable boards, multiple views, and automated workflows. The platform also includes a client portal (Share Studio) and native mobile apps.
What it's for
Features 15
- API access with token-based authentication
- Automation engine (trigger/condition/action workflows, scheduled scenarios)
- Built-in AI capabilities
- CRM for lead and sales management
- Custom AI Agents that can read/update records, create documents, trigger automations, and communicate with customers
- Custom permissions
- Customizable boards and fields
- Document builder for quotes, invoices, contracts and proposals
- Electronic signature
- Integrations with 1,000+ apps
- Multiple views: Table, Kanban, Calendar, Timeline, Map
- Native mobile apps (iOS & Android)
- Operational dashboards with charts, data summary and activity log
- Project, task and time management
- Share Studio client portal for sharing projects, files, and docs
At a glance
Integrations
Pricing
Prices are per seat/month; a Yearly (save 20%) vs Monthly toggle is shown but exact annual totals are not displayed. Displayed plan totals correspond to a default team size of 5 seats; a seat-count selector (3 to 200 seats) changes the shown total. Enterprise plan is quote-based.
Free forever plan
For 2 seats only; 1,000 records per board; 1,000 documents; 1 GB storage; 100 automation operations per month
Displayed total of $40/month reflects 5 selected seats at $8/seat/month
5 GB storage; 25,000 automation operations per month
Most popular plan; displayed total of $80/month reflects 5 selected seats at $16/seat/month
100 GB storage; 100,000 automation operations per month; Share studio with up to 1,000 restricted clients
Quote-based; contact sales for pricing
Unlimited automations; unlimited storage
Save 20% with yearly billing (exact annual totals not shown)
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