OneSuite is an all-in-one client work management platform built for agencies, professional service teams, consultants, and independent professionals. It brings CRM, projects, clients, teams, time tracking, documents, invoicing, communication, and client collaboration into one connected workspace.
Instead of managing client work across disconnected tools, OneSuite helps businesses manage the complete client journey, from the first opportunity and proposal to project delivery, tracked time, invoicing, and ongoing client relationships.
Manage Leads and Clients With a Connected CRM
OneSuite’s built-in CRM helps service businesses organize leads, manage opportunities, and move potential clients through customizable pipelines. Keep client details, conversations, projects, documents, invoices, and related activity connected, giving your team a clearer picture of every relationship.
Plan and Deliver Client Projects
Manage projects using flexible boards and lists, create and assign tasks, set priorities and deadlines, organize project files, and keep work moving from start to finish. Because projects are connected with clients, teams can easily understand what they’re working on, who it’s for, and what needs attention next.
Track Time and Understand Team Capacity
Built-in time tracking connects working hours directly with projects, tasks, and team members. Track billable and non-billable time, review timesheets, and understand where your team’s time is going.
Team View brings important workforce information together so you can see assignments, capacity, utilization, permissions, rates, and contributions in one place. This helps agencies make better decisions about workloads, resources, and profitability without relying on separate tools.
Create Proposals, Contracts, and Documents
Create and manage proposals, contracts, agreements, and other client documents directly in OneSuite. Reusable templates and built-in e-signatures make it easier to standardize your sales and onboarding process while reducing paperwork and tool switching.
Invoice Clients and Manage Recurring Billing
Turn client work into revenue with one-time and recurring invoices. Manage retainers and ongoing services, keep track of invoice activity, and give clients convenient ways to pay online through supported payment providers.
Because clients, projects, tracked time, documents, and billing live in the same system, teams get a more connected view of their work and finances.
Give Clients a Branded Portal
OneSuite includes a white-label client portal that creates a professional, branded experience for your clients. Customize the portal with your business branding and domain while giving clients a central place to access their projects, documents, invoices, and other shared information.
This keeps clients informed without forcing your team to manage endless email threads or send information across multiple platforms.
Keep Client Communication Connected
Manage client communication closer to the work with OneSuite’s built-in email capabilities. Teams can connect email, keep conversations organized, and reduce the need to constantly switch between their inbox and client management tools.
Custom SMTP support also gives businesses greater flexibility over how emails are sent from their workspace.
Connect Your Accounting Workflow
OneSuite integrates with QuickBooks and Xero, helping businesses connect their client management and invoicing workflows with the accounting tools they already use.
Instead of manually moving information between disconnected systems, teams can build a more connected workflow from client work to financial management.
Run Client Work From One Place
OneSuite is designed to reduce the growing software stack that service businesses often need to manage their operations.
CRM, client management, projects, tasks, team management, time tracking, timesheets, documents, e-signatures, invoicing, recurring billing, email, files, client portals, payment options, and integrations work together in one platform.
For agencies and service professionals, that means less time switching between tools, better visibility across client work, and a more consistent experience for both teams and clients.
With OneSuite, you can manage the client journey from lead to payment—and the work in between—from one connected platform.
Average Rating: 4.9/5.0
Total Reviews: 18
How Do G2 Users Rate OneSuite?
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Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.0/10)
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Workflow Capability: 7.8/10 (Category avg: 8.5/10)
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Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
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Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.7/10)
Who Is the Company Behind OneSuite?
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Seller: OneSuite
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Year Founded: 2024
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HQ Location: Wilmington, Delaware, United States
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LinkedIn® Page: www.linkedin.com
7 employees on LinkedIn®
Who Uses This Product?
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Company Size: 94% Small, 6% Medium
What Do G2 Reviewers Say About OneSuite?
AI-generated summary from verified user reviews
Pros
- Users love the Task Management features of OneSuite, allowing them to effectively keep track of multiple projects seamlessly.
- Users find the intuitive interface of OneSuite enhances project tracking and task management, making it easy to use.
- Users love the Calendar and Dashboard features of OneSuite, simplifying project management and enhancing productivity.
- Users highlight the time-saving features of OneSuite, enhancing task management and streamlining their workflow efficiently.
- Users value the automation features of OneSuite, streamlining workflows and simplifying tasks for enhanced efficiency.
Cons
- Users wish for improved missing features like time tracking, as manual entry feels outdated and inconvenient.
- Users find the time management cumbersome due to manual entry and lack of essential tracking features.
- Users suggest that cost issues could be improved for a better overall value with OneSuite.
- Users feel that while there is nothing to dislike, the product is expensive and suggest reducing costs.
