Deelo

Deelo brings business apps, workflow automation, and AI agents together in one platform. It best suits teams coordinating work across several business functions, especially those that can make use of its CRM, finance, operations, or support apps. Its broad scope is appealing, but the free plan’s small storage and AI allowances and the per-user cost of paid plans deserve close attention.

Overview

Deelo combines more than 40 integrated business apps with multi-step workflows, conditional logic, webhook triggers, and real-time runs. Its catalog lists 57+ apps across 11 categories, from sales and finance to healthcare, development, and analytics. That breadth can help teams connect processes across departments; a business that needs only one specialized tool may have little reason to take on a wider platform.

Its AI agents can answer through chat, phone, and messaging apps, and act on business workflows. The public REST API uses scoped tokens and covers CRM contacts, invoices, appointments, and work orders. API limits vary by plan from 30 to 3,000 requests per minute, with a monthly quota, so teams building API-dependent processes need to weigh both limits against expected use.

Key features

Automation and AI

Conditional logic allows workflows to branch according to their inputs, while webhook triggers and real-time runs suit processes that need to react to events. The AI agents add conversational access across several channels and can act on workflows, making Deelo more than an app catalog. How useful that combination is depends on whether a team can bring enough of its work into the platform.

Security and access

Deelo states that it encrypts data at rest with AES-256 and in transit with TLS 1.3, and that its infrastructure and processes are SOC 2 Type II compliant. It also lists MFA, audit logs, role-based access control, and logically isolated customer data. Deelo says it is GDPR and CCPA compliant and HIPAA ready; Enterprise healthcare organizations can obtain a BAA. These controls make the platform a more plausible fit for sensitive business workflows, though healthcare organizations that need a BAA must choose Enterprise.

Other app capabilities

The Social Media app connects Twitter/X, Facebook, Instagram, LinkedIn, TikTok, YouTube, and Threads through OAuth 2.0. Deelo says its Field Service app is mobile-optimized for use from a phone or tablet. These are useful extensions for teams whose work spans customer channels or field operations, rather than reasons on their own to adopt the full platform.

Pricing

Deelo has a free plan, a free trial, and paid plans billed per user per month. The per-user structure makes the entry price less informative for a growing team: calculate the total against your seat count, storage needs, and expected AI use.

Every plan includes all 40+ apps, but the cheaper tiers trade away storage, AI credits, support priority, and API access. Deelo charges 3.3% + $0.30 per transaction for Stripe payments through apps such as POS, eCommerce, and Invoicing on Free; paid plans use Stripe’s standard 2.9% + $0.30. Teams processing payments should include that difference in their cost calculation.

Platforms

Deelo is available on web and through an API. The Field Service app is described as mobile-optimized for phones and tablets, but the platform’s listed access options are web and API.

Who it's for

Deelo is a stronger fit for teams trying to coordinate processes across departments than for businesses looking for a single-purpose application. Its catalog includes business functions from CRM and accounting to HR, support, and analytics, while real-time automation and AI agents can act across workflows. Solo users can start without a subscription, but teams should check the per-user pricing and plan limits before moving routine work onto the platform.

Pros and cons

• Pros: A wide app catalog across 11 business categories can support work that crosses departmental boundaries.
• Pros: Multi-step automation, conditional logic, webhook triggers, and real-time runs suit processes that need to respond to events.
• Pros: AI agents work across chat, phone, and messaging, while the API covers several core business records.
• Pros: Business and Enterprise offer substantially higher AI-credit and storage allowances than Free.
• Cons: Free is limited to one user, 1GB storage, and 50 AI credits per month, which narrows its usefulness for ongoing team work.
• Cons: API access is included at Business and full at Enterprise, so Starter is a poor fit for teams that depend on the API.
• Cons: Per-user billing can raise costs as a team grows, and Stripe transaction fees on Free are higher than on paid plans.
• Cons: SAML is temporarily unavailable on Business, which may affect teams that require that sign-in method.

Alternatives

For septic-service businesses, the Septic Service Software list is a useful place to compare focused options. For teams whose priority is connecting processes across tools, browse Workflow automation tools.

Choose SepticSync if you need a mobile app for septic work and can begin with county forms; its free plan reserves saving customers and properties, scheduling, and invoicing for Starter. Fieldified is another freemium option with Android, iOS, web, and API platforms, plus scheduling, invoicing, CRM, and reporting on Free, subject to usage limits.

SepticMind offers free septic calculators and inspection helpers without signup or limits, making it a fit for those specific tools. Summit Service System is a paid option with Android, iOS, and Windows apps. SepTechPro uses custom pricing based on fleet and company size and has Android and iOS apps.

PortaPro may suit teams seeking a paid septic-service platform with Android, iOS, and web access and a seven-day trial. PumpDocket is another paid option with a trial and plans organized around truck and customer limits. Rangefront Waste is a paid, self-hosted option with a one-time setup price of 8500.00 AUD.

Verdict

Deelo is a good choice for teams that want business apps, workflow automation, and AI agents in one place, and can match their work to the right plan’s storage, credit, and API allowances. Its breadth and automation make it more compelling for connected operations than a narrow task. Look elsewhere if your team needs a generous free allowance, API access on the entry paid tier, SAML on Business, or a per-user cost that stays manageable as seats increase.