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The next-gen client portal - trusted by 3K+ agencies

Manage clients, projects, and billing in one portal

  • Replaces 7+ tools - Stop juggling multiple tools
  • White-label client portal - your logo, your domain
  • Branded contracts & invoices in 5 minutes

* No credit card is required

Client onboarding workflow in OneSuite
MailBluster logo – OneSuite customer
ThemeWagon logo – OneSuite customer
Technext logo – OneSuite customer
Gradnet logo – OneSuite customer
Ofspace logo – OneSuite customer

Stop juggling through multiple apps. Save 40 hours per month!

Consolidate your projects, clients, and billing operations into one integrated, easy-to-use platform.

Client Portal

Give clients a place to check in, instead of emailing you

Invite clients to a secure, branded portal with instant access to project updates, documents, and invoices. Keep communication clear and feedback organized to make collaboration simple and efficient.

OneSuite branded client portal with project updates and documents
Client view of project progress and deliverables in OneSuite
Client communication and feedback management portal
Lead pipeline

Turn leads into clients without losing the trail

Capture, nurture, and convert leads in one place. Track your pipeline, strengthen relationships, and close more deals with less effort.

OneSuite lead pipeline dashboard showing deal stages and conversion tracking
Lead contact details and activity timeline in OneSuite CRM
Pipeline analytics and lead scoring overview
Project Management

Run projects the way your team works

Create and manage client projects with ease. Assign tasks, visualize workflows with Kanban, List, or Calendar views, and track progress in real time. Stay on top of everything with pre-built templates, clear priorities, and deadlines from your centralized “My Task” view.

OneSuite project management board with Kanban task view
Task assignment and progress tracking in OneSuite
Project timeline with deadlines and team collaboration
Document Hub

Send proposals and contracts in minutes, not Mondays

Create, manage, and securely store all your business agreements in one place. Craft and share professional proposals, protect sensitive information with NDAs, and collect e-signatures for fast, secure approvals.

OneSuite document hub with proposals and contracts management
Professional proposal template with e-signature in OneSuite
Secure document storage and NDA management
Invoices and Payments

Get paid without chasing your clients

Generate invoices in seconds by cloning previous ones. Offer secure online payment options for seamless transactions. Track payments and manage invoices in one place so your finances stay clear and organized.

OneSuite invoice creation and billing dashboard
Online payment processing and transaction tracking
Invoice management with payment status overview

Start with a 14-day free trial of pro

Agency owners love OneSuite

Hear directly from the most important people. See how they feel about OneSuite.

Sartaj Anand, CEO at Egomonk
Turning Daily Work into Structured Team Execution with OneSuite

I have to go day by day, person by person to see throughput. That's not how trends are visualized. OneSuite became our daily driver. It gave our team a structured space to plan and execute every week. And fewer clicks—that's key for me. OneSuite gives us a clean structure for daily execution and team insight.

Sartaj Anand, CEO at Egomonk

Eryk Lewandowski, CEO at Flowbound
OneSuite's user experience beats Notion for daily use

Normally, I was using Notion. but I hate the user experience of Notion. I really don't like it. OneSuite is very clean and simple for me. Right now, I rely heavily on the CRM, because I really like how you made the user experience. I'm using OneSuite every day, for hours. I take everything there. If you have project management, documents, clients, and CRMs, then it's complete. I can use only this.

Eryk Lewandowski, CEO at Flowbound

Dennis Eideland, Founder at Ojoo
Automating sales workflows for a smoother client journey

We use it only for sales for now, so if we talk about other departments, it's a different workflow. But for sales, it's supposed to include all this stuff, otherwise it's very hard to manage. So it's very nice when it happens automatically… we send him a contract, he signs, pays, and he's converted to a client. OneSuite looks nice, and I see that you fix bugs and it's going…

Dennis Eideland, Founder at Ojoo

Connect with your favourite apps

Expand OneSuite functionality with seamless integrations.
Xero integration for OneSuite

Xero

CHIP integration for OneSuite

CHIP

Authorize.net integration for OneSuite

Authorize.net

Paystack integration for OneSuite

Paystack

BillPlz integration for OneSuite

BillPlz

Offline Payment integration for OneSuite

Offline Payment

Google Calendar integration for OneSuite

Google Calendar

Google Analytics integration for OneSuite

Google Analytics

HubStaff integration for OneSuite

HubStaff

Xero integration for OneSuite

Xero

CHIP integration for OneSuite

CHIP

Authorize.net integration for OneSuite

Authorize.net

Paystack integration for OneSuite

Paystack

BillPlz integration for OneSuite

BillPlz

Offline Payment integration for OneSuite

Offline Payment

Google Calendar integration for OneSuite

Google Calendar

Google Analytics integration for OneSuite

Google Analytics

HubStaff integration for OneSuite

HubStaff

QuickBooks integration for OneSuite

QuickBooks

HitPay integration for OneSuite

HitPay

Revolut integration for OneSuite

Revolut

Viva Wallet integration for OneSuite

Viva Wallet

Mollie integration for OneSuite

Mollie

Gmail integration for OneSuite

Gmail

Outlook Calendar integration for OneSuite

Outlook Calendar

Crisp integration for OneSuite

Crisp

Apploye integration for OneSuite

Apploye

QuickBooks integration for OneSuite

QuickBooks

HitPay integration for OneSuite

HitPay

Revolut integration for OneSuite

Revolut

Viva Wallet integration for OneSuite

Viva Wallet

Mollie integration for OneSuite

Mollie

Gmail integration for OneSuite

Gmail

Outlook Calendar integration for OneSuite

Outlook Calendar

Crisp integration for OneSuite

Crisp

Apploye integration for OneSuite

Apploye

PayPal integration for OneSuite

PayPal

Razorpay integration for OneSuite

Razorpay

Pabbly Connect integration for OneSuite

Pabbly Connect

Moneris integration for OneSuite

Moneris

Xendit integration for OneSuite

Xendit

Microsoft Outlook integration for OneSuite

Microsoft Outlook

Microsoft Clarity integration for OneSuite

Microsoft Clarity

Tawk.to integration for OneSuite

Tawk.to

PayPal integration for OneSuite

PayPal

Razorpay integration for OneSuite

Razorpay

Pabbly Connect integration for OneSuite

Pabbly Connect

Moneris integration for OneSuite

Moneris

Xendit integration for OneSuite

Xendit

Microsoft Outlook integration for OneSuite

Microsoft Outlook

Microsoft Clarity integration for OneSuite

Microsoft Clarity

Tawk.to integration for OneSuite

Tawk.to

Stripe integration for OneSuite

Stripe

Quickpay integration for OneSuite

Quickpay

Square integration for OneSuite

Square

Payrexx integration for OneSuite

Payrexx

Flutterwave integration for OneSuite

Flutterwave

Zoho Mail integration for OneSuite

Zoho Mail

Google Tag Manager integration for OneSuite

Google Tag Manager

Toggl Track integration for OneSuite

Toggl Track

Stripe integration for OneSuite

Stripe

Quickpay integration for OneSuite

Quickpay

Square integration for OneSuite

Square

Payrexx integration for OneSuite

Payrexx

Flutterwave integration for OneSuite

Flutterwave

Zoho Mail integration for OneSuite

Zoho Mail

Google Tag Manager integration for OneSuite

Google Tag Manager

Toggl Track integration for OneSuite

Toggl Track

Save big with OneSuite

Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.

Features

OneSuite logo – all-in-one agency software
OneSuite
HelloBonsai logo – freelancer software alternative
HelloBonsai
SPP Wayfront logo – productized service software
Spp/Wayfront
Dubsado logo – client management software
Dubsado
Moxie logo – freelance business software
Moxie
Pricing (Per month)
Starting at $5.8
Starting at $19
Starting at $129
Starting at $35
Starting at $12
Project
Advanced
Advanced
Basic
Basic
Invoice
Advanced
Advanced
Advanced
Advanced
Basic
CRM
Advanced
Advanced
Basic
Basic
Proposal
Advanced
Advanced
Advanced
Basic
eSignature
Advanced
Basic
Productized service
Upcoming
Advanced
White label
Full
Yes
Yes
Yes
Mobile app
Upcoming
Yes
Accounting
Advanced
Yes
Yes
Legally binding contracts
Yes

Frequently asked questions

OneSuite is a powerful software platform designed to help businesses manage various aspects of their operations, including project management, lead tracking, client collaboration, document creation, and invoicing. It provides an integrated set of tools that streamline workflows, making it easier for digital agencies, freelancers, consultants, and small businesses to stay organized and efficient. With features like a branded client portal, task management, online payment integration (Stripe, PayPal, RazorPay, QuickPay, etc.), and document storage, OneSuite helps businesses save time and focus on delivering excellent results to their clients.

Yes, OneSuite offers White Label customization, including the ability to use your own domain. You can fully brand the platform with your logo, colors, and custom domain, providing a seamless, professional experience for your clients under your brand.

Yes, OneSuite supports integrations through its REST API, enabling users to connect with other tools and platforms. It also integrates with Pabbly Connect, allowing for seamless automation with various apps. Additionally, OneSuite offers payment method integrations with Stripe, PayPal, RazorPay, and QuickPay for easy online transactions. More integrations are under development to further expand OneSuite's functionality.

Yes, you can add multiple businesses to OneSuite. However, each business requires a separate subscription. The good news is that you can manage all your businesses from a unified dashboard, making it easy to switch between them.

Yes, OneSuite uses advanced security protocols to ensure that all your data is protected. This includes encryption for sensitive information, secure storage of documents, and regular updates to prevent unauthorized access. Your client information, financial data, and documents are safeguarded to give you peace of mind while using the platform.

Only authorized users, such as you and the team members you assign, can access your data in OneSuite. OneSuite uses strict security protocols to ensure that no unauthorized individuals can access your information. Additionally, client access is restricted to the data and projects you share with them through the secure client portal. The OneSuite support team may only access your data when necessary for technical support and only with your permission.

Yes, clients can access project updates through the branded client portal in OneSuite. This secure portal allows them to view real-time project progress and stay informed.

Yes, OneSuite offers a 14-day free trial without requiring any card information. You can explore all the features during the trial period before deciding to subscribe.

To get started with OneSuite, you can sign up for the 14-day free trial without needing to provide any card information. Simply visit the OneSuite pricing page to choose the plan that best suits your needs. Once the trial ends, you can select a monthly or annual subscription plan based on your business requirements. The pricing page offers detailed information on all available plans.

One app to replace them all

Try OneSuite to manage your clients, projects & billing efficiently
OneSuite online payment interface for invoices Invoice paid successfully confirmation in OneSuite
Celebration illustration for successful client onboarding in OneSuite
OneSuite dashboard navigation sidebar preview
OneSuite mobile app subscription plan view OneSuite content management dashboard preview
Lead source tracking widget in OneSuite CRM Client contact card example inside OneSuite CRM
Project completion celebration graphic in OneSuite