Get Lifetime Access to the Easiest Client Portal for Your Service Business
Run the full client lifecycle from onboarding to project collaboration to payment in one complete suite built for creative service professionals and agencies. Designed to be powerful for agency owners and simple for clients.
Unlimited Clients
Unlimited Projects
Unlimited Invoices
Unlimited Proposals & Contracts
Get One System Instead of Six Separate Tools
At 3 clients, managing separate tools wastes 2 hours per week. At 15 clients, it’s 15 hours per week you should be spending on billable work. OneSuite connects 6 core solutions to eliminate the manual busywork so you can actually serve 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.
Projects
Manage every client projects with Lists, 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 with Stripe, PayPal, and more. Handle 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.
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 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.
Give your team simple tools to get work done
Most project tools sit unused because they’re too complicated. OneSuite works exactly how you’d expect, so your team is productive from day one without training sessions.
Keep your tasks always flowing smoothly
Drag tasks between columns to show progress. Set priorities and deadlines with a click. Assign work to team members. Everyone sees what needs to be done today without digging through complicated menus.
Keep conversations connected with the work
Comment directly on tasks so discussions stay organized. Upload files right where they’re needed. Tag teammates when you need their attention. No more searching email threads for that one message from last week.
See project progress without asking
Visual progress bars show completion status at a glance. Check what’s overdue, what’s due soon, and what’s on track. Your team stays motivated and you stay informed without constant status meetings
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
CEO at Flowbound
Join agencies already managing clients in one system
Bill The Way Your Services Work
Stop forcing your billing into rigid templates. OneSuite adapts to project-based pricing, monthly retainers, or mixed models so you bill the way clients want to buy.
Project-Based Invoices
Create invoices for specific deliverables with detailed line items. Add design packages, SEO audits, or video production services with clear pricing. Send once, get paid, move on
Subscription Billing
Set up recurring invoices that bill automatically on your chosen schedule. Perfect for monthly social media management, ongoing SEO work, or content retainers. Bill once, collect every month.
Custom Tax and Payment Terms
Apply multiple tax types for different jurisdictions. Add payment terms and conditions. Connect multiple payment gateways. Make invoices work for your business structure and client preferences.
Let Your Clients Pay However They Want
Stop losing deals because you only accept one payment method. Connect multiple gateways and let clients choose what works for them.
Multiple Payment Gateways
Accept payments through trusted gateways your clients already use. Connect Stripe, PayPal, Razorpay, HitPay, CHIP, or Quickpay in minutes.
Direct 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.
Control for you, clarity for your clients
OneSuite is powerful enough to give you a customized system that fits the way you work, while giving clients the modern experience they expect.
Admin Side
Full control over your operations
Manage projects with lists or boards. Send proposals that close deals faster. Invoice clients and track payments. Assign work to your team. All from one dashboard.
Client Side
Self-service portal that builds trust
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.
Create the Portal your clients will love
White-label OneSuite for Complete Brand Consistency
Clients judge your professionalism by every detail. White label OneSuite so they only see your brand from login to invoice to portal access.
Access on Your Own Domain
Replace generic software URLs with your branded domain. When clients log in or access their portal, they’re on your website, not a third-party platform.
Sign-In Page That Matches Your Site
Customize the login screen to look like part of your website. Your logo, your colors, your brand identity. Clients see consistency, not confusion.
Emails From Your Business
Every automated email comes from your domain. Proposals, invoices, and notifications arrive from your@yourbusiness.com. Maintain brand presence in every client communication.
See How Agencies Simplified Their Workflow With OneSuite
Real service businesses managing clients, projects, and billing in one system. See what they accomplished after consolidating tools and organizing their operations
Lock this exclusive pricing
Freelancer
Only 4 USD/user/month
Freelancer Includes:
Solopreneur
Only 4.13 USD/user/month
Solopreneur Includes:
Growing Agency
Only 3.43 USD/user/month
Growing Agency Includes:
Free Migration
Keep all your business data while moving from platforms like Bonsai or HoneyBook. Our expert team ensures no clients, invoices, or projects are lost, with seamless setup in days.
1:1 Strategy Call
Supercharge your growth with a free 1:1 strategy session. Our experts analyze your business goals and customize OneSuite’s tools to scale your operations faster and safer.
Not satisfied? Get 100% refund
Upgrade your account and if OneSuite doesn’t meet your expectations, get a full refund within 30 days.
Not satisfied?
Get 100% refund
Upgrade your account and if OneSuite doesn’t meet your expectations, get a full refund within 30 days.
Freelancer
$24 month (Save $60 annually)
Freelancer Includes:
Solopreneur
$49/month (Save $120 annually)
Solopreneur Includes:
Growing Agency
$124/month (Save $300 annually)
Growing Agency Includes:
Freelancer
Save $600+
Freelancer Includes:
Solopreneur
Save $1200+
Solopreneur Includes:
Growing Agency
Save $4000+
Growing Agency Includes:
Real Services Running on OneSuite Right Now
Over 2,000 service professionals use OneSuite to manage these services. If you sell marketing or design services, your fit right in.
SEO Services
Organic optimization, technical audits, and link building.
Content Marketing
Strategy development, content creation, and delivery
Web Design
Custom websites and landing page development
Branding & Design
Brand identity systems and creative design work
Social Media Management
Social strategy, content, and community management
Video Production
Video creation from concept to final delivery
Video Editing
Professional editing for any video format
Motion Graphics
Animation and dynamic visual content
Link Building
Strategic outreach and link acquisition
Local SEO
Local search optimization and GMB management
Email Marketing
Email strategy, campaigns, and automation.
UI/UX Design
Interface and experience design for web and apps
What Service Professionals Say About OneSuite
Service professionals switched from juggling multiple tools to managing everything in one system. Here’s what they’re saying about the change.
The all-in-one solution that elevated our agency’s performance
OneSuite has transformed the way we work, integrating project management, client handling, and invoicing into one intuitive platform. With its digital signature feature and user-friendly interface, we have reduced our management time by 20% and improved team efficiency, making client interactions smoother and more professional.
A comprehensive platform that addresses all our agency needs
OneSuite has significantly boosted our agency’s efficiency and professionalism. Its project management features facilitate seamless collaboration, while lead management has enhanced our follow-up and conversion rates. The platform’s invoice management and digital document signing have streamlined our processes, offering a comprehensive solution in one place.
The Ultimate Solution for our
Creative AgencyOneSuite has revolutionized our agency’s workflow, integrating project, lead pipeline, and invoice management into a seamless experience. With its document management system and digital signing feature, client interactions are now smoother and more professional.
Only getting better!
OneSuite keeps exceeding expectations!
Each update improves usability and performance, and the customer service is responsive, knowledgeable, and genuinely invested in my success.
The team here truly cares about its users, and that’s a super bonus!
Frequently asked questions
Create the portal your clients will love
Enjoy 30% special discount!
$203/year
Upto 5 users
$413/year
Upto 10 users
$1043/year
Upto 30 users
Use coupon code: BFCM2025 to get 30% discount on all plans.
$209/lifetime
Upto 5 users
$419/lifetime
Upto 10 users
$1049/lifetime
Upto 30 users
Use coupon code: BFCM2025 to get 30% discount on all plans.