OneSuite vs ClientManager: The Ultimate Comparison Guide

OneSuite vs ClientManager: The Ultimate Comparison Guide 2024

July 1, 2024

In this detailed OneSuite vs ClientManager comparison for 2024, we have broken down the key features to help you make an informed decision for your business.

For any business owner, balancing multiple projects, clients, leads, and tasks can be incredibly stressful, almost like a nightmare. Many software offers solutions, but choosing the right one can be overwhelming.

Today, we will discuss two popular options, OneSuite and ClientManager. Both offer features to help you manage projects, invoices, client communication, tasks, documents, etc.

So, which one is the better fit for your business?

In this in-depth comparison, we will break down the key functionalities of OneSuite and ClientManager to help you decide.

Keep reading. And find out the overview of OneSuite vs ClientManage.

Feature OneSuite ClientManager
Manage Multiple BusinessOffers different interfaces to manage multiple business Offers only one interface
Projects ManagementProvides simple user interface project management interfaceNeed to navigate different interfaces
Lead PipelineHave an interface with basic functionalities (like add, view, search, edit, and filter) with a lead grabber extension, task management, and add attachments. Have an interface with basic functionalities (like add, view, search, edit, and filter) 
Document ManagementProvides a user-friendly interface easy for beginnersProvides options where documents are associated with related projects
Invoices and PaymentHave an easy to create, customize, send invoices, and receive payment options.Have both build-from-scratch and custom template options to create, customize, send invoices, and receive payment options.
Client managementOffers client management and collaboration via a separate client portal.Offers client management and communication via a separate client portal.
Team CollaborationOffers more team collaboration options like Role-based, adding departments, and collaboration with basic options like  view, edit, and delete Offers basic options like inviting your team, giving access to projects, and viewing details
Task ManagementProvides a full interface for upcoming, overdue, and completed tasks in one placeDoesn’t provide any separate interface, it is included in the project and task interface.
OneSuite vs ClientManage

OneSuite vs ClientManager Functionality Comparison

To run a digital business successfully, every all-in-one app must provide certain basic functionalities. We have selected the following features to compare.

  • Manage Multiple Business
  • Projects Management
  • Lead Pipeline
  • Clients
  • Document
  • Invoice
  • Team Collaboration
  • Task Management

Explore each point below to choose the best tool for your business OneSuite vs ClientManager.

Manage Multiple Business

Ever wondered how you can double your productivity with minimal effort?

One way is to avoid juggling platforms to manage your multiple businesses.

To do so, you must find the right tool, like OneSuite.

It provides separate interfaces for all of your businesses, including various options like dashboard, project management, CRM, invoice, client, and team management. This allows you to manage them from one place and increases your productivity.

Manage Multiple Business with OneSuite

On the other hand, ClientManager doesn’t provide different interfaces for different businesses. It offers only one interface with options like a dashboard, projects, tasks, meetings, clients, templates, time tracking, and invoices for your business.

ClientManager - Only one Business Manage

If you are a digital agency owner with multiple businesses, you can go for OneSuite. Conversely, If you have a single business, you can go for ClientManager.

Project Management

Streamlining your projects is an essential part of your agency’s growth. For project management, it’s better to use a tool with a minimum learning curve.

OneSuite ensures minimal learning while offering the simplest and most user-friendly project management interface. Whether you have a small project with only a few task lists or a long-term project you want to manage in a Kanban board.

OneSuit’s Project management offers it all. You can create a new project with name, status, client, collaboration, lead, priority, category, tag, date, project privacy, and description. Projects can be seen as kanban boards and lists after creation.  

You can assign members and add tasks, subtasks, dates, priorities, labels, descriptions, remarks, and attachments. These tasks will appear in “My Task,” visible to the related member and manager. You can also view details and edit or delete any project.  

It offers task templates to organize tasks and subtasks. You can use these templates in projects. Task templates can be edited and deleted. You can create categories and tags in settings.

OneSuite's Project Management Feature

On the contrary, ClientManager also offers similar options, but you have to understand them a little. Once you create a new project, you will find it under the client list. The project will appear in the projects and tasks once you add at least one task.

From the Projects & Tasks Dashboard, you can view project details, add, and remove tasks from the Kanban board. You can assign members and add details, subtasks, media, and custom fields.

ClientManager's Projects & Tasks Dashboard

If you want project management with a simple user interface and many more options, OneSuite is for you; otherwise, use ClientManager.

Lead Pipeline

Never losing track of any lead is one of your biggest dreams? 

Many other digital agency owners share the same concern as you. Let’s be honest: losing leads means losing potential customers.

With OneSuite’s lead pipeline, you can manage leads, nurture relationships, and convert prospects into customers. All you have to do is create leads with the necessary information, such as personal, company, address, and additional.

Once the lead is created, you can view, filter, search, edit, and delete it. You can also add notes, tasks, files, or links related to that link. Additionally, you can easily export and import your lead list in OneSuite; you can now get rid of your lead sheets.

With the Lead Grabber extension, you can add leads directly to OneSuite CRM from your email inbox. You can manage companies and add custom tags related to leads. Also, a setting that can be changed to fit your agency’s workflow perfectly.

Explore OneSuite's Lead Pipeline

Then again, the lead pipeline in ClientManager is a Kanban board. You can edit the column to fit your workflow. Then add the leads to the board by providing details like name, email, business, website, budget, profile image, phone, number, and custom field.

Once the lead is added, you can edit details and descriptions and add comments. You can also send them proposals, upload existing proposals, send questionnaires, and convert them to clients. Importing leads via CSV, archive, and rating is also available.

ClientManager's Lead Pipeline Feature

At first glance, both seem to provide almost the same features for the lead pipeline. But features like task management, add attachment, and lead grabber extension give OneSuite primacy over ClientManager.

Document

Organizing your documents streamlines your organization’s internal processes, saves time, and boosts productivity.

Keeping this in mind, OneSuite brings you a document hub where you can access all of your documents in one place. You can effortlessly create professional agreements with OneSuite’s 100+ vetted agreement or contract templates and share them with your clients.

You can create, view, edit, download, save as a template, and delete documents such as proposals, quotes, NDAs, and agreements from the document. By using the templates, you can create them in minutes or less.

OneSuite's Document

On the other hand, ClientManager doesn’t provide an entire interface for all of your documents. Instead, you will find all the documents with individual project interfaces.

You can manage your documents, such as brand guides, images, design files, passwords, services, and client admin files. You can also create proposals, questionnaires, and invoices and save them as templates or download them.

ClientManager

If you want a user-friendly interface or a beginner, you can go with OneSuite. But if you prefer your documents associated with your projects, then ClientManager offers a better option.

Read Also:
A thorough comparison of OneSuite vs Kitchen.co: Choose the Right Tool in 2024

Invoice and Payment

Want to save time & effort with invoicing?

With OneSuite, creating an invoice takes a minute! Just click on Create Template, and the pre-built template will appear. Then, you can choose your client, project, and date and edit the information. You can also clone and reuse earlier invoices for the same client.

Other options include viewing, editing, searching, downloading, marking as paid, activity log, and deleting any invoice for your convenience. Once your invoice is ready you can send the link via email. And collect the payment using the Stripe payment link and keep tracking the payment status.

OneSuite's Invoice and Payment

Conversely, in ClientManager, you get both build from scratch and custom template options. Then, you have to select the invoice type from one-time or recurring. After choosing the option, you will be given a five-step information field to create the invoice.

Once you have completed the information, the invoice interface will open. From there, you can copy the invoice link, generate a payment link, download it, or send it as an email. You can collect the payment through Stripe and PayPal.

ClientManager's Invoice Dashboard

If you want an easy invoicing system, OneSuite is your option. However, if you prefer building your invoice from scratch, ClientManager is your option.

Clients

Ensuring transparency and fostering engaging relationships with clients is a prime dream of agency founders.  

How about maintaining these two and getting rid of the year-long spreadsheet of client lists as a bonus? Interested?

OneSuite secures everything from seamless client management to ensuring transparency, fostering engaging relationships, and gaining more trust in one function.

You can add a new client by providing information like personal, company, address, and additional. As mentioned above, you don’t have to manually upload your client list from spreadsheets. Upload the CSV file, and you will be good to go. You can also download the file whenever you want.

Once a client is added, you can view, edit, and delete them. You can also add notes, files(Docx, PDF), and links related to that client. Invite your clients to the client portal to ensure transparency. You can also keep them up-to-date with the project’s progress. They can also view invoices, NDAs, proposals, and agreements.

OneSuite's Client Management Feature

On the contrary, ClientManager provides similar options. You can add the client by providing information like name, number, email, job, custom fields, etc.

You can search, view, edit, delete, upload CSV files, and assign team members for the client. You can also manage brand guides, photos, design files, passwords, services, and client admin files. Create and store proposals, questionnaires, and invoices related to the clients.

From the portal option, you can activate the client portal. Your clients can collaborate on the project through it. They can access documents, request you, answer questions, etc.

ClientManager's Client Dashboard

Since both choices provide similar functionalities, you can choose based on your preference.

 Related Article:
A Detailed Overview of the Top 7 Client Management Software for Digital Service Agencies in 2024

Team 

Stanford University research shows that teams that work well together are 50% more productive. Such team collaboration is the result of efficient team and role management.

With OneSuite, you can set up your team with predefined roles(admin, manager, member, sales team) and departments(preferred by your business, such as Engineering, Design, Digital Marketing, Human Resources, Finance, Sales, Administration, and so on).

You can also get a board and view of your team and their departments from the dashboard. You can simply track who is assigned to which team, as well as who collaborates with whom and on which projects.

OneSuite's Team Management Feature

On the other hand, ClientManage doesn’t provide a separate team interface. If you want to invite any team member, you can do so by clicking “New” and then “Invite Team Member.” Provide details like name and email, set the role (admin, general, project Manager), and finally, send the invitation.

You can find the team member from the assigned client’s dashboard. You can also edit and add more members from there. All you have to do is provide information like name, role, and hourly rate.

ClientManager - Add Team Member

For team collaboration, OneSuite provides better options than ClientManager.

Task Management

Wanna ensure timely project completion? Effective task management enhances productivity through better organization and deadline tracking.

OneSuite’s “My Tasks” does all for you and your team. Members can self-manage their projects and tasks to ensure the deadlines are met. The tasks are categorized by upcoming, overdue, and completed tasks. Admins and managers have permission to track every member’s tasks.

OneSuite's Task Management Feature

However, ClientManager doesn’t provide any separate interface for tasks. You can find the tasks from the project and task interface. It shows the number of the tasks also the kanban view of the tasks corresponding to the project.

ClientManager's Project & Task Dashboard

For Task Management, OneSuite provides better functionality than ClientManager.

Conclusion

To sum up, OneSuite and ClientManager each bring valuable features to the table. OneSuite stands out with its wide range of functionalities tailored for digital agencies seeking all-in-one solutions, while ClientManager excels as a client management software for freelancers and agency owners.

In the end, selecting between the two will depend on your unique requirements. We recommend taking advantage of any free trials offered by both platforms to test them out and see which one best suits your workflow.