Lifetime access to the easiest client portal
Run your entire client lifecycle from onboarding and collaboration to payments in one powerful suite built for creative agencies.
- Client Portal
- Lead Pipeline (CRM)
- Project Management
- Document & E-Signature
- Invoicing & Recurring Invoice
Get one system instead of six separate tools
Managing multiple tools costs hours each week. OneSuite unites 6 core solutions to cut the busywork and let you focus on clients.
CRM
Capture leads with ease and track every conversation and convert prospects into paying clients faster.
Proposals & contracts
Send Professional proposals, contracts with digital signatures. Choose from 50+ templates built for SEO, PPC, social media, and content.
Project boards
Manage every client campaign with Kanban boards. Track tasks, assign team members, and keep deliverables on schedule
Client portal
Give clients a branded portal to track project progress, review deliverables, and communicate with your team in real-time.
Invoicing & payments
Create professional invoices and collect payments online. One-time projects, monthly retainers, and recurring billing automatically.
Team collaboration
Assign tasks, set permissions, and keep your team coordinated. Everyone sees what needs to happen next without constant check-ins.
Built for you, designed for your clients.
Run your agency like a well-oiled machine while giving clients the modern experience they expect from professional service providers.
Admin side
Full control over your operations
Manage projects with Kanban boards. Send proposals that close deals faster. Invoice clients and track payments. Assign work to your team. All from one dashboard.
Client side
Full control over your operations
Clients log in to view project progress, check invoice history, download signed contracts, and see exactly what they're paying for. Transparency that turns one-time buyers into long-term partners.
Stay on top from the first contact to offboarding and beyond
Handle the complete journey: capture opportunities, send proposals, get contracts signed, onboard clients, deliver projects, collect payment, gather reviews, and win repeat business. Everything connects so nothing falls through the cracks.
Start every client relationship organized
The first days with a new client set the tone for everything that follows. OneSuite makes onboarding smooth by capturing leads automatically and keeping communication in one place
Add prospects automatically
Set up webhooks to capture leads from your website, social media, or other channels. Prospects appear in your CRM with all their details and space for internal notes.
Get contracts and proposals signed quickly
Send proposals and contracts using templates or upload your existing files. Track when clients open and sign so everything links to their profile automatically.
Track every email conversation
Connect Gmail, Outlook, or other email accounts to sync all client communication. Every email appears on their profile with complete history in one place.
Keep complete client records
Add multiple contact people per company with roles and social media links. Store custom fields specific to your business and upload files related to each client for easy access.
Experts love OneSuite
Let's see what experts have to say about OneSuite
Create the portal your clients will love
Let your partners resell your services as their own
Build a partner network that sells your services under their brand names. You do the work. They own the client relationship. Everyone wins
Multiple gateways
Create separate businesses for each partner. Upload their branding. Set their custom domain. Your team switches between partners using a dropdown menu. Manage all partner operations from one login. Deliver services under each partner's brand.
Bank transfer
Add your bank details once. Shows on all invoices. Clients transfer directly from their bank. Perfect for large invoices, international clients, or enterprise payment processes.
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
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
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
Save big with OneSuite
Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.
Features
