Deelo

Deelo is a broad business-operations platform that joins dozens of apps with real-time automation and AI agents. It suits small and growing teams coordinating work across departments, rather than companies seeking one narrowly focused trade application. The main decision is whether its cross-functional reach and API justify per-user pricing, storage limits and usage-based AI allowances.

Overview

Deelo brings together more than 40 integrated business apps, while its catalog lists over 57 apps in 11 categories covering sales, finance, operations, HR, marketing, communication, support, healthcare, development and analytics. That breadth can replace a patchwork of departmental tools and give workflows a common home. It is less compelling when your requirement is confined to a single specialist process.

Automation supports multi-step workflows, conditional logic, webhook triggers and real-time runs. These capabilities suit event-driven operations: a webhook can start a process, rules can route it, and subsequent steps can continue without a scheduled delay. The AI agents answer through chat, phone and messaging apps and can act on business workflows, making the platform relevant to teams that want conversational interaction as well as conventional automation.

Key features

Automation and AI

Branching logic is useful for approvals, service routing and other processes that vary by circumstance. Real-time execution is a practical advantage where waiting for a periodic run would create operational friction. AI credits, however, are metered by plan, so frequent assistant use needs a tier with enough monthly allowance.

API and integrations

The public REST API uses scoped tokens and exposes CRM contacts, invoices, appointments and work orders. Documentation also describes a streaming AI assistant. Rate limits run from 30 to 3,000 requests per minute depending on plan, with a monthly quota; teams building high-volume integrations must evaluate both constraints rather than rate alone.

Security and compliance

Deelo states that data is encrypted with AES-256 at rest and TLS 1.3 in transit, with SOC 2 Type II infrastructure and processes. MFA, audit logs, role-based access control and logically isolated customer data support administrative control. GDPR and CCPA compliance, plus HIPAA readiness and a BAA option for Enterprise healthcare organizations, make it more suitable for regulated operations than a basic automation service.

Operational reach

The Social Media app connects Twitter/X, Facebook, Instagram, LinkedIn, TikTok, YouTube and Threads through OAuth 2.0. Its Field Service app is mobile-optimized for phones and tablets, useful for staff working away from desks. Stripe payments through POS, eCommerce and Invoicing cost 3.3% plus $0.30 per transaction on Free, versus Stripe's standard 2.9% plus $0.30 on paid plans; transaction volume therefore affects the economics of the free tier.

Pricing

PlanPrice and allowanceWhat it meansFreefree, billed forever; 1 user, 1GB storage, 50 AI credits/monthAll 40+ apps and community support, but one seat, low storage and Deelo branding make it mainly an evaluation or very small-operator plan.Starter$19 per user/month; 10GB storage per user, 200 AI credits/monthAdds email support, basic integrations and removes branding. It fits individual users or small teams whose automation and AI demand remains moderate.Business$39 per user/month; 100GB storage per user, 1,500 AI credits/monthIncludes API access, advanced integrations, OpenID Connect SSO and priority email support. SAML is temporarily unavailable, which matters to organizations standardized on that protocol.Enterprise$69 per user/month; unlimited storage, 10,000 AI credits/monthAdds full API access, SSO with SCIM provisioning, dedicated support and a 99.9% SLA. It is the appropriate tier for larger or regulated deployments needing administration and contractual service commitments.Deelo is freemium and offers a free trial. Paid plans are billed per user each month; seat growth therefore raises the recurring bill. Free also carries the higher Stripe transaction fee, while paid tiers use Stripe's standard rate.

Platforms

Deelo runs on the web and through an API. The Field Service app is designed for mobile use on any phone or tablet, extending selected workflows to field staff. The company describes a 2026 launch and a remote-first team distributed globally.

Who it's for

Choose Deelo when several departments need connected CRM, finance, service, communication or operational workflows and you want conditional, real-time automation with an AI interface. Business and Enterprise are the practical choices for API integration, larger storage, substantial AI usage or stronger support. Free is best for a single user validating fit; Starter suits light production use without API access. Look elsewhere if you need a dedicated tool for one trade, require SAML immediately, or cannot accommodate per-user billing.

Pros and cons

Pro: A 57-plus-app catalog across 11 categories supports cross-department processes instead of isolated point solutions.

Pro: Multi-step, conditional, webhook-driven real-time workflows handle event-based operations.

Pro: Scoped-token API access and streaming AI support custom integrations on higher tiers.

Pro: MFA, audit logs, RBAC, SOC 2 Type II and stated GDPR, CCPA and HIPAA-ready provisions address governance needs.

Con: Free is limited to one user, 1GB and 50 AI credits monthly, with branding and community support.

Con: API access starts at Business, and rate limits plus monthly quotas constrain integration planning.

Con: Business lacks SAML temporarily, despite offering OpenID Connect SSO.

Con: Free Stripe processing costs 3.3% plus $0.30 per transaction, above the paid-plan rate.

Alternatives

For a specialist directory, compare Septic Service Software and broader Workflow automation tools.

SepticSync is the better fit for septic operators wanting county forms free, with scheduling and invoicing beginning on Starter. Fieldified suits teams prioritizing scheduling, invoicing, CRM and reporting across Android, iOS, web and API, with its Basic plan billed for five users at $49 per month. SepticMind is preferable for free, no-signup septic calculators and planning tools rather than an integrated operations platform. PortaPro fits buyers wanting unlimited users and no per-unit pricing from $149 per month. PumpDocket targets pumping businesses with truck and active-customer limits. GetTimePad is for device connectivity and SMS bundles. National Onsite targets solo contractors on a $40-per-month yearly plan. SepticCycle offers an everything-included, per-company plan with unlimited users.

Verdict

Deelo is a strong choice for small and mid-sized organizations that need one platform spanning multiple business functions, especially when real-time automation, AI agents and API connectivity matter. Its principal reason to look elsewhere is specialization: focused tools can be a better match for a single trade, while SAML-dependent enterprises should wait for that capability or choose another platform.