Client Portal

Increase Trust & Transparency

Give your clients access to their projects to track their progress instantly. They can also access the NDA, proposal, & agreement along with the invoices you create for them.

*No credit card is required

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

Keep Your Clients Up To Date

Ensure Transparency

Provide an outstanding client experience with our intuitive interface that simplifies project management, keeping clients engaged and informed effortlessly.

Foster Engaging Relationship

Build stronger client relationships by offering clear visibility into project progress and financials, fostering trust and long-term partnerships.

Improve Client Management

Achieve faster project completion with real-time project updates that ensure seamless communication & collaboration with your clients.

Gain More Trust

Empower clients with self-service features, allowing your team to focus on high-value tasks and deliver projects more efficiently. Gain more love and trust from your valuable clients.

Easy Client Onboarding & Managing

Effortlessly onboard Client

Find Clients Fast: Ditch spreadsheets and provide a searchable client list.

Instant Lead Conversion: Easily convert leads into clients with a click.

Detailed Profiles: Capture and maintain comprehensive client profiles.

Never Miss a Beat: Add notes and attachments to keep track of client interactions.

Onboard Clients

Project Collaboration

Empower Clients to Collaborate with Your Team

Project Overviews: Provide clients with clear insights into project activities and statuses.

Activity Tracking: Keep clients informed about interactions and project milestones.

Working Together: Assign clients to projects, allowing them to view tasks and updates.

Enhanced Collaboration: Ensure clients have access to the latest team members’ information for seamless collaboration.

Start a Project

Document Signing & Storage

Easily Manage all Important Client Documents

Centralized Hub: Create and share agreements, NDAs, etc., with the client in the client portal.

Online Signature: Sign documents online and save time on paperwork.

Sign Documents

Invoice History

Maintain Transparency in Billing and Invoices

Financial Insights: Enable clients to monitor invoices and payments, ensuring better financial control.

Detailed Invoice Log: Keep a detailed history of all past invoices and payments, easily accessible for clients.

Real-Time Updates: Provide clients with real-time updates on invoice status and payment confirmations.

Create Invoices

Connect with Your Favourite Apps

Do more with less and grow your agency confidently.

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Detailed Client Profiles

Chrome Extention

Project Collaborations

White Label

Plus,

Project Management

Documment Hub

Invoices

Client Portal

Teams

$49/month for 5 Users

Panda Doc ($175/month for 5 seats)

Trello for Project Management ($30/month for 5 users)

Pipedrive for Lead Pipeline ($60/month for 5 Users)

Wave for Invoices ($16/Month)

FuseBase for Client Portal ($45/Month for 5 Users)

326/month for 5 users

Take Control of Client Satisfaction with Powerful Features

Comprehensive Management

Effortlessly manage client data, projects, documents, and invoices seamlessly.

Detailed Profiles

Capture detailed client information, including notes and attachments.

Lead Conversion

Convert leads into clients instantly with a single click.

Organized Assignments

Assign clients to projects, documents, and invoices effortlessly.

Streamlined Workflows

Automate tasks, reduce admin overhead, and improve team productivity.

Project Collaborations

Facilitate seamless collaboration between clients and your team.

Real-Time Updates

Keep clients informed with instant project and financial updates.

Professional Interface

Offer a branded, professional portal for client interactions.

Self-Service Options

Enable clients to update information and access resources independently.

Simple Invite

Easily invite clients to the portal with secure email invitations.

Convert to Projects

Seamlessly convert leads into paying clients.

Financial Insights

Monitor invoices and payments for better financial control

Transparent Communication

Engage clients with clear project progress and real-time updates.

Frequently Asked Questions

Our most common FAQ’s are below, if you have more questions feel free to contact us. We enjoy being to able to help and answer your questions with honesty and transparency!

Inviting clients is simple. Send them a secure email invitation directly from the OneSuite portal interface.

Yes, you can convert leads into clients instantly with just one click from the lead pipeline within OneSuite.

OneSuite ensures robust security measures, protecting client data with advanced encryption and secure access controls.

Yes, clients can independently update their information and access resources through self-service options available in OneSuite.

OneSuite facilitates seamless collaboration between clients and your team, enhancing communication and project management.

Absolutely, OneSuite provides real-time updates and financial insights, allowing you to monitor invoices and payments effectively.

You can effortlessly assign clients to projects, documents, and invoices, keeping everything organized in one place within OneSuite.

Yes, OneSuite streamlines workflows by automating tasks, reducing administrative overhead, and boosting productivity.

Yes, you can offer clients a branded, professional portal interface, enhancing your agency’s image with OneSuite.

OneSuite provides real-time updates and transparent communication, keeping clients engaged and informed about their project’s progress.

Have more questions? Contact our support team or explore our help center for detailed guides and tutorials.

One App To Replace Them All

Try OneSuite to Manage Projects, Clients, & Invoices

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