OneSuite

OneSuite is a client work management platform designed for service agencies and independent professionals. It combines tools for projects, clients, and communication, and supports the entire client journey.

At the core, OneSuite offers project management tools with with boards or lists for planning, task assignment, deadlines, and progress tracking. It goes beyond task tracking by connecting work directly with the clients that the work is for.

The built-in CRM is tailored for agencies that sell services, not products. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included.

Billing is also handled with client work in mind. The application can create one-time or recurring invoices, making it a viable solution for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, Pabbly, PayPal, Razorpay, or QuickPay.

OneSuite also includes a secure client portal that carries the user's own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. Team management is built in too. Administrators can assign roles, balance workloads, and track team member performance. And everything is designed around collaboration between an internal team and its clients, not just internal work.