On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
A: Yes, you can! 1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published). 2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security We take data protection very seriously. OneDeck uses...
As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
Q: Difference between Basic Fields and Pro Fields?
What is included with each Basic and Pro? I was using the free version, tried the Billing and Budget field and it upsold me to the Basic Tier (Basic fields & sections). On the pricing page the Billing Field is under the PRO tier. Can I get some official response to this?
Q: Is there an option to integrate a phone system with our sales pipeline?
This would allow the sales team to directly call and follow up with leads from within the system, improving workflow efficiency and helping us manage communication and lead tracking more effectively.
A: Not natively yet — but yes, you can integrate a phone system with your OneDeck sales pipeline using Make or Zapier.
Here’s how: • Use Make.com (recommended) to connect OneDeck with services like Twilio, JustCall, CloudTalk, etc. • You can trigger actions when a new lead is added, status changes, or follow-ups are due — and launch calls, send SMS, or log activities back into OneDeck.
Q: Date calculation?
On the boards, is it possible to like calculate date? we need it to know the equipment age of the customer in a glance so we visually know when to upsell or offer replacements in advance?
Koren_OneDeck
Jun 4, 2025A: Yes, you can!
1. Built-in Reminders – You can set a reminder for X days ahead, either manually or using automations (e.g. when a record is updated or a document is published).
2. Advanced Date Logic – For things like calculating exact equipment age or auto-scheduling upsell checks, you can use our app in Make.com. It’s flexible and powerful — and we’re happy to help you set it up.
Let us...
Share OneDeck
Q: Could you please provide information about where the data are stored once inputed into the OneDesk?
I am considering OneDesk as a solution for a small company we have started. Specifically, I would like to know the locations of your data centers (I did not find this info) and what types of privacy and security measures are in place to protect this data, both physically and digitally. I had a chance to go over your privacy policy which states that "You agree that we will use any Personal Data that we may collect or obtain ..." What exactly does it mean? What type of data does OneDesk collect and have access? How exactly all data inputed into OneDesk is actually handled? Please, comment on sensitive client's data. Thank you for time and attention. Cheers!
Koren_OneDeck
Jun 4, 2025A: Hi! Thanks for your questions — happy to clarify everything:
✅ Data Location
All OneDeck data is securely stored on servers located in New York, USA, hosted through reputable infrastructure providers like DigitalOcean and AWS. We chose these partners to ensure high reliability, scalability, and security.
🔒 Data Privacy & Security
We take data protection very seriously. OneDeck uses...
Share OneDeck
Q: Possible to sell product or services?
As a Sales/Business management platform, could you please confirm if we can sell products and services (one time payment and subscriptions) from OneDeck, and can clients manage their payments/subscriptions (using Stripe or other payment gateways)?
I'd need confirmation because as OneDeck is said to be a all-in-one business platform, we should be able to sell our products and services.
Many thanks!
Koren_OneDeck
May 27, 2025A: Yes — you can absolutely manage both one-time deals and recurring services (like subscriptions or retainers) in OneDeck using the Budget field’s repeat settings. You can set it to daily, weekly, monthly, or yearly, and OneDeck will automatically generate entries in the Billing field to track each billing cycle — including the amount, due dates, and payment status.
However, OneDeck does not...
Share OneDeck
Q: Difference between Basic Fields and Pro Fields?
What is included with each Basic and Pro? I was using the free version, tried the Billing and Budget field and it upsold me to the Basic Tier (Basic fields & sections). On the pricing page the Billing Field is under the PRO tier. Can I get some official response to this?
Thanks.
Koren_OneDeck
May 22, 2025A: Thanks for pointing that out — here’s the official clarification:
✅ Basic Fields & Sections (unlocked in all paid tiers):
These include Date Range, Timers, and Milestone fields — plus document sections like Project Details and Milestones.
🔒 Pro Fields & Sections (available in higher tiers):
These include the Billing and Budget fields, as well as the Billing Schedule section in...
Share OneDeck
Q: Is there an option to integrate a phone system with our sales pipeline?
This would allow the sales team to directly call and follow up with leads from within the system, improving workflow efficiency and helping us manage communication and lead tracking more effectively.
Koren_OneDeck
May 22, 2025A: Not natively yet — but yes, you can integrate a phone system with your OneDeck sales pipeline using Make or Zapier.
Here’s how:
• Use Make.com (recommended) to connect OneDeck with services like Twilio, JustCall, CloudTalk, etc.
• You can trigger actions when a new lead is added, status changes, or follow-ups are due — and launch calls, send SMS, or log activities back into OneDeck.
We’re...
Share OneDeck