OneDeck

Very good sales management software

Kommentare: By using the software we are much more focused on sales opportunities and tracking sales processes. It's very nice to be able to manage the information about the leads, generate quotes and set up automatic processes such as sending reminders or creating tasks for the other employees, all in one place.

Vorteile:

We use OneDeck to manage leads, opportunities and quotes. What I liked about this system is that you can save price quote templates for regular use. Another thing is that you can use the data from the documents to create and update records through their automations. We use it daily, The software very ease to use and they have grate customer support.

Nachteile:

There is no iPhone app yet, they promised there would be, we are waiting.

A warm recommendation for OneDeck

Kommentare: The system basically solves all the daily operations of the company for us. Managing the sales process from the lead entry stage, through opportunity management to the production of quotes and work orders. We also manage the projects and the execution schedules. Producing invoices and receipts and managing our cash flow.

Vorteile:

The system is intuitive and easy to use and customize. The user experience is very good and allows implementation in the organization without help from a third party. OneDeck offers a wide range of features, allowing anyone in almost any field to build the solution that suits their business. I mainly used their support center which teaches step by step how to do things in the system - an efficient and convenient stronghold. We use this platform on a daily basis for everything.

Nachteile:

I would be happy if there were more options in the automations of the system so that I wouldn't have to work with another system like Make.com

Great product

Vorteile:

Very easy to setup , very intuitive. You can create any bord that can for for you.

Nachteile:

Smart and clean , you can integrate with all that'd parts as you want

OneDeck is awesome!

Kommentare: Sales and project management can be done on a regular basis, even by field employees from their mobile phones.
Everything is synchronized and updated in real time.
A significant change from how we used to work until now.

Vorteile:

For start, it was very easy and quick to learn how to use the platform. My team uses it all the time and was very easy to transition over to using it from old excel spreadsheets. Thank you OneDeck!

Nachteile:

No complaints so far, all works smoove and the team is using it daily.

Game changer! We don't use Excel anymore.

Kommentare: The data of our clients and projects is much more organized now, we have built automatic processes that save us time, duplication of information and missed deadlines. Our projects are going much better and the employees are happy.

Vorteile:

We used Excel sheets to manage the projects and tasks. It was very inconvenient and we had to keep duplicate information on several sheets. OneDeck helped us arrange the information in a correct architecture and allowed us to share the data under the privileges of managers and employees. The possibility to create different views with saved filters is very helpful and gives a very good user experience to employees. Their customer service is very good and responds quickly.

Nachteile:

Although the permissions mechanism is very smart, there are no permissions by view and this is sometimes missing.

Amazing Project Management tool

Kommentare: Manage projects milestones and budge, tasks statuses and resource allocation.

Vorteile:

The support is amazing, helped me wiyh all my requests. the software is very easy to use.

Nachteile:

The software works on mobile but no IOS app

A perfect system for sales management

Kommentare: Lead management and sales processes, production of quotes and work orders.

Vorteile:

Besides the simple and efficient management of leads and sales opportunities, the system enables the production of price offers and work orders.

Nachteile:

There is no language management yet and I would be happy if it were possible to produce documents in additional languages.

An excellent system for managing service calls

Kommentare: With OneDeck we manage our entire customer service system including contact with customers and management of service calls and assignment of tasks to our field workers.

Vorteile:

The implementation of the system in the company was quick and simple, the daily use is very convenient, customer service is fast and efficient.

Nachteile:

Some of the important features like permissions require the purchase of a pro plan.

Simplifies My Workflow

Kommentare: Excellent tool for organizing and managing my team's workload.

Vorteile:

Intuitive design, easy to learn, and helps track tasks effectively.

Nachteile:

Occasional lag when switching between projects.

An excellent system for managing our clients and projects

Kommentare: Customer and financial management (billing), project management and tasks for employees.

Vorteile:

The system is easy to use, allows all our employees to view the sales processes and projects also from the mobile. The management of the customers and the charges allows us an inhibitor that was sorely lacking in the past.

Nachteile:

At the moment there is nothing specific that we didn't like. The stock is good and they have fast and good customer service.

Very intuitive project management tool

Kommentare: Managing our project timeline and milestones, collaborate tasks with all the team.

Vorteile:

Everything is just easy and clear, we didn't even used their support to customised he system for our needs

Nachteile:

No apps market, They said it will be soon.

Project and task management has become fun!

Kommentare: I just love this system, everything is so simple and convenient.
Uses it on a daily basis, manages the tasks of all employees and monitors the progress of projects.

Vorteile:

The system is very easy to use, all company employees use it from the office or from their mobile. Don't know how we managed without her.

Nachteile:

They have a free plan but only up to 2 users so we had to buy a paid package :(

Great All-In-One Platform

Kommentare: A reliable platform that boosts productivity and simplifies collaboration.

Vorteile:

Combines project management and CRM in one place seamlessly.

Nachteile:

Limited customization options for dashboards.

Easy, efficient and effective

Kommentare: Managing customer and project information and setting up automatic processes keep our company organized and prevent mistakes or missed opportunities and deadlines.

Vorteile:

Our team can easily collaborate from any device and anywhere. The system is very user friendly. Being able to build automated processes myself helps a lot.

Nachteile:

To connect with third-party apps you need to work with Make or Zapier.

OneDeck user experience

Vorteile:

Very user friendly Provide added value from the first day

Nachteile:

Synchronizing with other calender (outside the organization)