OneDeck Reviews

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.

One Deck has exceeded my expectations as a CRM solution, delivering what feels like the best of Notion with laser-focused business functionality. After extensive testing, I can confidently say this software represents a significant step forward in the CRM space.

Key Strengths

Streamlined Design Philosophy
One Deck captures the flexible, database-driven approach that makes Notion appealing, but strips away the overwhelming complexity. Where Notion tries to be everything to everyone, One Deck maintains sharp focus on CRM and project management workflows. This targeted approach makes it immediately more usable for business applications.

Outstanding Document Generator
The document generation feature is truly exceptional. The current implementation already saves significant time, but the real game-changer will be when this integrates directly with the database systems. Imagine automated document generation triggered by specific data events - this could revolutionize how businesses handle client communications and reporting.

Exceptional Customer Support
The support experience has been absolutely stellar. Koren resolved my issues during what are typically the most challenging support windows - Friday night and Saturday morning. His responses demonstrate both deep product knowledge and genuine pride in the software. You can tell he's not just reading from scripts; he truly understands the platform inside and out.

Pricing and Value

Generous User Allocations
I purchased the third-tier plan, which provides 10 user seats - a remarkably generous allocation compared to competitors who typically limit plans to 3-4 users. The pricing structure offers genuine scalability without the typical user-count penalties found elsewhere in the market.

Competitive Positioning
Unlike many CRM solutions that nickel-and-dime for basic features, One Deck's pricing tiers feel fair and transparent. The limits are generous enough that most small to medium businesses won't feel artificially constrained.

Areas for Future Development
The database-document generator integration mentioned earlier would be transformative. Currently, you can generate excellent documents, but automating this process based on database triggers would create unprecedented workflow efficiency.

Bottom Line
One Deck successfully bridges the gap between Notion's flexibility and dedicated CRM functionality. The focused development approach, combined with outstanding support and fair pricing, makes this a standout choice for businesses seeking streamlined customer relationship management.

Recommended for: Small to medium businesses wanting Notion-like flexibility without the complexity, teams requiring reliable document generation, and organizations that value responsive customer support.

Perfect if you: Find Notion too scattered for business use, need reliable CRM functionality with room to grow, or want a platform backed by knowledgeable, responsive support.

Only a few days in and I already love OneDeck. I use it to manage my clients, documents, and all the moving parts in one place. What really stands out is how customizable everything is — I can set up my own fields, views, and workflows exactly how I need