OneDeck Reviews

I have been using OneDeck for almost two months - getting it setup and testing features before I introduce it to my staff so I can make the transition as seamless as possible.

OneDeck has a lot to offer:
✅ My favorite feature (that I have had to create all types of automations to accomplish in other tools) is to convert a record in a table into a different type of record with the option to maintain it in the original board or create a new version in another board. Think about being able to convert a deal that you have one into a project or task with the click of a button that already exists in the platform! The possibilities of aligning this with your workflow are amazing.
✅ The user interface is clean and intuitive. It is so much less cluttered than Monday.com, ClickUp, AirTable, and all the others.
✅ The user experience is pretty smooth. However, if you have to do a lot of data entry, you cannot edit the fields in Table view without a pop up (no tabbing across fields in a row).
✅ Access to templates to set up your account (but you do not have access to them yet after you have selected one - I was told this is on the roadmap, when I checked, it is in the backlog)
✅ You can easily access boards within a workspace (group of boards aka tables) and across workspaces. For example, if you are in a project, the associated tasks, contacts from the CRM, etc. are within the same window for you to navigate.
✅ You can incorporate a budget and billing into your project and convert it into an invoice that can be created in the system through the documents feature
✅ You can connect boards to each other with one to one, one to many relationships, or many to many relationships
✅ You can mirror fields on boards to prevent data replication
✅ Support is responsive. I have communicated with Ben on several occasions, including feature requests. He has always been responsive within one day, often within hours

There is some functionality that is missing, but not a deal breaker for me because the most important ones are on the roadmap.
❎ The formulas only do numerical calculations using basic math like addition, subtraction, division, and multiplication.
❎ There are no string functions in formula fields, so you cannot create unique IDs from multiple fields or have separate first name and last name, and then combine them for a full name field.
❎ You cannot include a formula in another formula - so if you have a progressive series of calculations that you need to see at each step of the way you will not be able to do that: For example, if you have a contract amount where a certain percentage is allocated one way, a second percentage is allocated another way, and you need to add each calculated amount to see what the total, you cannot do that (yet 🤞🏾)
❎ Widgets on dashboards do not allow you to use a formula field to summarize data (yet 🤞🏾)
❎ No public board mirroring/sharing (On the roadmap and supposed to be coming shortly - says June 2025)
❎ There are no forms to collect data to add to boards yet (it is on roadmap listed for release June 2025).
❎ I hope they are able to get caught up on the roadmap and transition to using a tool like Produktly (still available on AppSumo) that allows users to submit features in an organized, transparent way to be considered for the roadmap with upvoting, and regularly updated. Here is a link to the current roadmap: https://www.onedeck.com/roadmap

I am rooting for OneDeck - it has some very unique, thoughtful, and practical features that no longer require me to manage a separate automation. I am taking a risk on their roadmap, which I try not to do, but I think the existing features are powerful. I refunded it once and repurchased when I learned that board sharing without using a paid seat was next on the roadmap. Looking forward to updates on the roadmap and the ongoing improvements and feature expansion.

Ultimately, I highly recommend at least trying it out to see if it can align with your workflow. I will change from 4 tacos to 5 when the roadmap items are shipped.

I'm a business owner for 20 years now consulting companies in marketing and sales. I'm constantly looking for new CRM, Automation and PM Tools. But this is the first one that really satisfies me from the first moment. It is very intuitiv and compatible with a lot of other tools and automations. The support is great and and the UX is the best i have seen so far. This is exactly how i would've done it. Please keep going OneDeck and all you Appsumolings: Do yourself a favor and buy it :)

After 13+ years on Pipedrive, I don’t take switching CRMs lightly—but OneDeck has impressed me. The UI/UX is clean and intuitive, with all the core functionality you'd expect, plus a roadmap that’s clearly headed in the right direction.

It’s already checking the boxes for what I need—and with upcoming native integrations and flexibility through Make.com and Boost.space APIs, I’m planning to connect everything with ease. Webhooks run smoothly, and the system feels future-proof.

If things keep evolving the way they are, I can genuinely see myself moving everything off Pipedrive and upgrading to the highest tier on OneDeck. Solid product, solid team, and a solid future ahead.

Just started exploring OneDeck and really liking how simple and clean everything feels. Setting up boards and organizing data is straightforward, and I’m already seeing how it can replace a few other tools I’m using. Haven’t even touched all the features yet, but it looks very promising!

OneDeck really helped me organize my client projects better. I can track all tasks, deadlines, and budgets in one place. What I like most is the ability to connect billing to project milestones — it keeps everything clear.

The budget fields are also super useful. I always know where each project stands financially, which makes planning much easier. The system is flexible and easy to adjust based on how I work.