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Turns out your disjointed management system is actually your biggest bottleneck. (“Mo tools, mo problems, mo deadline extensions.”)
As if managing your business, projects, and team wasn’t stressful enough, trying to do it all with disconnected tools makes it impossible to stay organized.
You need a platform that can centralize everything from project and task management to workflow automations, so it’s easy to keep growing.
Introducing OneDeck.
TLDR;
- Manage clients and projects, build documents, and track operational data with flexible tools
- Automate repetitive workflows to streamline daily operations and boost productivity
At a Glance
Best for
- Marketers
- Project managers
- Sales managers
Integrations
- Make
- Zapier
Operating system
- Browser-based
- Android
- iOS
Detailed Description
OneDeck is a business management platform that streamlines operations, team collaboration, and workflow automation.
Customizable boards and views
Whether you prefer kanban, table, calendar, or timeline view, OneDeck lets you visualize data in a way that helps you get the job done.
- Tailor each board to track progress, prioritize tasks, and stay on top of deadlines
- Keep everybody on track and ensure nothing slips through the cracks

Keep your data and workflows organized with customizable boards and views.
Design business docs like a pro
OneDeck comes with a drag-and-drop document builder that lets you design professional documents that reflect your brand’s vibe.
- Create proposals, invoices, or contracts with full control over template designs
- Populate client and project info automatically—no more formatting or copy-pasting!

Create professional contracts, proposals, and more without formatting a thing!
Automate your workflows
You can even create automation rules to streamline repetitive processes so your team stays focused on high-priority tasks.
- Set triggers and actions for records, notifications, and data updates
- Send reminders, update records, and more
- Boost productivity, minimize errors, and maintain smooth operations across the board

Automate tedious, repetitive processes like setting reminders and updating data records.
Stay aligned with business goals
Best of all, OneDeck helps you stay on top of key metrics with customizable dashboards that give you a clear overview of your work.
- Visualize project progress, track performance, and monitor data—all in one place
- Tailor your dashboard to your needs, highlighting the most relevant information
- Get real-time updates and easy-to-read visuals to make informed decisions

Customize your dashboard to have visibility on key metrics impacting business goals.
Whether you’re working solo or leading a growing team, OneDeck helps you streamline all your daily operations and manage resources.
Run your business in one place.
Get lifetime access to OneDeck today!