Stop focusing on the various apps & tools

Bringing Focus Back to Agency Management

Streamline your project management, lead pipeline, client portal, invoicing and document management in one app.

More than 1,000 users from 150+ agencies have made OneSuite their go-to solution for success

All in One Agency Management

Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app — no need to juggle from one app to another in too many tabs.

Project Management

Kanban and List views

Task and Subtask management

Attach files, add comments, and descriptions to tasks

Task templates for repetitive workflows

“My Task” feature for personalized task management

Set timelines, deadlines, priorities, labels, and assign tasks to multiple team members

Project Management in OneSuite

Lead Pipeline

Import leads using APIs and integrations from various sources (FB, Linkedin, Website, etc)

Capture Gmail leads with OneSuite’s Chrome extension

Manage leads through different pipeline stages

Segment leads using tags, sources, and priorities

Add notes and attachments for better lead nurturing

One-click lead-to-client conversion

lead pipeline

Client Portal

Secure branded client login

Real-time project collaboration

Invoice viewing and online payment.

Self-service client updates

Document downloads (NDA, agreements, etc.)

Project progress and task completion dashboard

Invoicing

Easily create invoices or duplicate existing

Auto-fill client details for faster invoicing

Project-specific invoices

Online payments via Stripe, PayPal, RazorPay etc.

Download invoices, email invoices, share links

Keep track of paid and unpaid invoices

Invloices OneSuite

Document Hub

Rich text editing for document creation

Customizable templates for reusable documents

Link documents to specific clients or leads

Export documents as PDFs

Enable online signatures for approvals

Secure storage for all documents

Document Hub

Project Management

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Client Portal

Profitability in real time

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Invoicing

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Document Hub

Profitability in real time

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

How Agencies

Grow with OneSuite

Tailored for Service Focused Digital Agencies

Designed for digital agencies of all sizes and types, adapting to your changing needs and helping you grow.

software-agency

Software Development Agency

Simplify your digital agency’s workflow with a comprehensive suite of features designed to boost efficiency, save time, and empower your team to achieve more.

Marketing Agency

Transform your marketing agency with OneSuite. Showcase campaign performance, provide transparent reporting, and impress clients with data-driven results.

design-agency

Design Agency

OneSuite streamlines your design workflow with real-time collaboration and effortless client feedback loops, empowering you to create stunning designs efficiently.

freelancer-solopreneur

Freelancers & Solopreneurs

Boost efficiency, improve collaboration, and ensure seamless project delivery with Onesuite’s comprehensive suite of features for software development agencies

creative-agency

Creative Agency

Attract high-paying clients and grow your income effortlessly with OneSuite’s comprehensive help in managing proposals, tracking projects, organizing tasks.

Consultants

Transform your solo consulting practice into a thriving firm with OneSuite. Effortlessly streamline tasks, organize documents, manage client communications.

One App To Replace Them All

Designed for digital agencies of all sizes and types, adapting to your changing needs and helping you grow.

Lead Pipeline

Manage Leads & Win More Clients

Capture leads from various sources and organize them efficiently.

Utilize lead nurturing tools to build relationships and convert prospects into clients

Track the progress of each lead through the pipeline and close more deals.

Lead-Pipeline

Project Management

Streamline Project Management

Create new projects for your clients and assign tasks to your team members.

Utilize Kanban Board or List views to visualize your workflow and track progress.

Pre-built task templates to start a project faster

Prioritize tasks and set deadlines using labels and filters for better organization.

View all your tasks across different projects, organized by ‘today’s tasks,’ ‘this week’s tasks,’ and upcoming tasks in “My Task

Client Portal

Foster Client Collaboration

Invite your clients to a secure, branded client portal.

Grant them access to project updates, documents, and invoices.

Facilitate clear communication and streamline feedback loops within the portal.

invoices-payment

Invoices and Payments

Simplify Invoicing & Payments

Generate invoices using templates or reuse them by cloning old ones.

Offer clients secure online payment options for hassle-free transactions.

Track payments and invoices effortlessly within the platform.

Document Hub

All Your Documents in One Place

Create, manage, and store essential business agreements and contracts.

Craft and share professional proposals and quotes easily.

Protect confidential information with Non-Disclosure Agreements.

Use e-signatures for quick and secure document signing.

Connect with Your Favourite Apps

Do more with less and grow your agency confidently.

Key Benefits for

If you’re a business owner, you have to handle many tasks and solve countless problems. OneSuite acts as the system to manage all your businesses, not just one.

  • See all your businesses in one place.
  • Manage clients and projects easily.
  • Simlify Invoicing to save time.
  • Track team performance in real-time.
  • Communicate smoothly with clients and your team.

As a CEO or CTO, managing teams, projects, and keeping clients happy while ensuring technical and business efficiency can be a challenge. OneSuite helps you oversee everything seamlessly.

  • Oversee projects and teams with clear visibility.
  • Ensure smooth collaboration between technical and creative teams.
  • Track task progress and deadlines to keep projects on track.
  • Improve client satisfaction with real-time updates through a branded portal

As a project manager, missing deadlines and losing track of tasks is your biggest worry. OneSuite helps you stay organized.

  • Assign and track tasks easily.
  • Monitor deadlines to keep projects on time.
  • Organize tasks and subtasks for better flow.
  • Collaborate with teams and clients smoothly.
  • Keep track of progress to resolve issues early.

No matter if you’re a developer, designer, or marketer, managing your tasks across different projects can be stressful. OneSuite helps you stay on top of everything.

  • Manage all tasks in one place.
  • Keep up with deadlines and prioritize tasks.
  • Work with teammates easily.
  • Access project documents anytime.
  • Stay updated with task notifications.

Handling multiple clients, projects, and invoices can be tricky. OneSuite helps you stay organized and get paid on time.

  • Manage all clients and projects in one dashboard.
  • Automate invoicing to get paid faster.
  • Track leads and clients to grow your business.
  • Communicate with clients easily.
  • Keep your tasks organized to hit deadlines.

Your clients want easy access to updates and clear communication. OneSuite offers them a branded portal to stay informed.

  • See project updates in real time.
  • Manage documents like contracts easily.
  • Pay invoices securely online.
  • Stay informed about project progress.
  • Collaborate easily with the team.

Frequently Asked Questions

Our most common FAQs are below, if you have more questions, feel free to contact us.

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.

Agency Owners Love OneSuite

Listen from the agency owners who use OneSuite daily & how they are getting the most out of it

One App To Replace Them All

Try OneSuite to Manage Projects, Clients, & Invoices