Get Lifetime Access To The Next Gen Client Portal
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.
Email Inbox
Keep all client emails organized in one place, connected directly to your projects and workflow. No more digging through inboxes or losing important conversations.
Time Tracking
Log hours, track billable time, and turn approved entries into invoices without switching tools. Stay on top of every project's profitability in real time.
Productized Service
Package your expertise into clear, purchase-ready offers with pricing, scope, and delivery built in. Let clients buy faster without the back-and-forth.
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
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.
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.
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.
“OneSuite helped us scale our operations without adding complexity.”
Dennis Eideland
Founder at Ojoo
“I'm using OneSuite every day, for hours. If you have project management, documents, clients, and CRMs… it's complete. I can use only this.”
Eryk
CEO at Flowbound
“OneSuite transformed how we deliver projects. Our clients love the portal.”
Sartaj Anand
CEO at Egomonk
25%
Increase in productivity
40%
Faster project delivery
15%
Reduction in operational costs
Lock this exclusive pricing
Use coupon code THEMEWAGON50 at checkout — 50% OFF forever.
Freelancer
Save 50%$2.80/user/month
$12/month · Save $145 annually
- 5 Members
- Client Portal
- Unlimited Projects
- Unlimited Clients
- Unlimited Invoices
- Unlimited Documents
- Up to 3,000 Leads
- Up to 10 GB Storage
- Priority Support
Solopreneur
Save 50%$2.41/user/month
$24/month · Save $295 annually
- 12 Members
- Client Portal
- Unlimited Projects
- Unlimited Clients
- Unlimited Invoices
- Unlimited Documents
- Up to 10,000 Leads
- Up to 30 GB Storage
- Priority Support
Growing Agency
Save 50%$2.11/user/month
$62/month · Save $745 annually
- 35 Members
- Client Portal
- Unlimited Projects
- Unlimited Clients
- Unlimited Invoices
- Unlimited Documents
- Unlimited Leads
- Up to 60 GB Storage
- Priority Support
Not satisfied? Get 100% refund
Upgrade your account and if OneSuite doesn't meet your expectations, get a full refund within 30 days.
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.
Request for migration → 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.
Book a demo →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, you 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
Real reviews from agency owners and service professionals using OneSuite to manage their entire business in one platform.
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.”
Luca Piccinotti
CEO-CTO, Studio Piccinotti
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.”
Nathan Paul
Co-Owner, Critical Error Computing
The Ultimate Solution for our Creative Agency
“OneSuite 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.”
Surja Sen Das Raj
Director UX Design, Ofspace LLC
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!”
Jacquelyn L.
CEO at Company
Frequently Asked Questions
Everything you need to manage clients: CRM with pipeline tracking, proposals and contracts with e-signatures, project management with kanban boards and tasks, client portal access, invoicing with recurring billing, payment gateway integration, team management, file storage, and white label options. One system instead of six separate tools.
Most agencies start working within the first day. Add your business details, connect a payment gateway if needed, and start creating projects or opportunities. The interface is intuitive enough that teams begin using it without formal training sessions.
Both. Solo freelancers use it to look more professional with client portals and branded documents. Growing agencies use it to coordinate teams and scale operations. The platform scales from one person to multiple team members.
Yes. Use your own domain, customize the sign-in page with your branding, and send all emails from your domain. Clients only see your brand, never OneSuite's name.
Save big with OneSuite
Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.
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