User Story - Streamlining Workflow and Boosting Efficiency with OneDeck

Business Management Platform - Create your own CRM / Project & Tasks Management / Sales & Marketing System

Samantha is the owner of a small marketing agency that works with a diverse range of clients. As her business grew, Samantha found herself struggling to keep track of all the different projects, tasks, and deadlines. She was using a combination of spreadsheets, email, and project management software, but nothing seemed to work seamlessly.

One day, Samantha stumbled upon OneDeck and decided to give it a try. She was immediately impressed with the user-friendly interface and the range of features that the platform offered. She signed up for a free trial and started to explore the different functionalities.

Samantha found that OneDeck allowed her to streamline her workflow and boost efficiency across the board. She was able to create custom boards for each of her clients, with customized fields and views that made it easy to track progress and stay on top of deadlines. She could easily switch between different views, such as table, kanban, calendar, and timeline, depending on her needs.

The automation feature was particularly helpful for Samantha, as it allowed her to create automated workflows for repetitive tasks. For example, she set up an automation to send out weekly status reports to her clients, which saved her a significant amount of time and effort.

Another feature that Samantha found incredibly useful was the documents builder. She was able to create and publish custom documents, such as quotes, invoices, work orders, and receipts, using the user-friendly builder. The platform also integrated seamlessly with third-party apps, such as QuickBooks and Zapier, which further streamlined her workflow.

Overall, Samantha found that OneDeck was an indispensable tool for managing her business. The platform helped her stay organized, reduce stress, and save time, allowing her to focus on what really mattered: delivering top-notch marketing services to her clients.

Samantha eventually upgraded to a paid subscription, as she found that the platform was well worth the investment. She also appreciated the excellent customer support, which was always available to answer her questions and provide guidance when needed.

Thanks to OneDeck, Samantha was able to take her marketing agency to the next level, and she continues to recommend the platform to other small business owners who are looking to boost efficiency and streamline their workflows.

Note: Some of Onedeck's features, properties and capabilities that mentioned in this article are still in development and will be available in the coming future.