Built for Freelancers, Solopreneurs & AgencieS

Stop juggling multiple apps for your agency

The only platform combining CRM, project management, client portal, invoicing, and eSignature in one seamless workflow built specifically for service-focused SMEs.

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What would you like to manage?

CRM

Project

Client Portal

Invoice

Tasks

Documents

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All-in-one business management platform for freelancers and agencies
CRM software for agency client relationship management
Project management software with kanban boards for agencies
Client portal software for agency client collaboration
Invoicing software for freelancers and agencies
Task management software for agency team collaboration
Document management software for agency file organization
  • CRM software for agency client relationship management
  • Project management software with kanban boards for agencies
  • Task management software for agency team collaboration
  • Invoicing software for freelancers and agencies
  • Client portal software for agency client collaboration
  • Document management software for agency file organization
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Everything you need to fuel your growth

Crafted with input from 70+ freelancers-turned-agency owners, our features strike the perfect balance—empowering service providers without overwhelming them

Project Management

Task and Subtask management

Kanban and List views

Attach files, add comments, and descriptions to tasks

Task templates for repetitive workflows

“My Task” feature for personalized task management

Set timelines, deadlines, priorities, labels, and assign tasks to multiple team members

Learn more
Project management tools for service-based businesses

CRM

Import leads using APIs and integrations from various sources (FB, Linkedin, Website, etc)

Capture Gmail leads with OneSuite’s Chrome extension

Manage leads through different pipeline stages

Segment leads using tags, sources, and priorities

Add notes and attachments for better lead nurturing

One-click lead-to-client conversion

Learn more
CRM system for agency lead management and client tracking

Client Portal

Secure branded client login

Real-time project collaboration

Invoice viewing and online payment.

Self-service client updates

Document downloads (NDA, agreements, etc.)

Project progress and task completion dashboard

Learn more
Client Portal

Invoicing

Easily create invoices or duplicate existing

Auto-fill client details for faster invoicing

Project-specific invoices

Online payments via Stripe, PayPal, RazorPay etc.

Download invoices, email invoices, share links

Keep track on paid and unpaid invoices

Learn more
Automated invoicing system for freelancers and agencies

Document Hub

Rich text editing for document creation

Customizable templates for reusable documents

Link documents to specific clients or leads

Export documents as PDFs

Enable online signatures for approvals

Secure storage for all documents

Learn more
Business document management for agency workflow organization

Project Management

Task and Subtask management

Kanban and List views

Attach files, add comments, and descriptions to tasks

Task templates for repetitive workflows

“My Task” feature for personalized task management

Set timelines, deadlines, priorities, labels, and assign tasks to multiple team members

Learn more
Project Management

CRM

Import leads using APIs and integrations from various sources (FB, Linkedin, Website, etc)

Capture Gmail leads with OneSuite’s Chrome extension

Manage leads through different pipeline stages

Segment leads using tags, sources, and priorities

Add notes and attachments for better lead nurturing

One-click lead-to-client conversion

Learn more
CRM

Client Portal

Secure branded client login

Real-time project collaboration

Invoice viewing and online payment.

Self-service client updates

Document downloads (NDA, agreements, etc.)

Project progress and task completion dashboard

Learn more
Client Portal

Invoicing

Easily create invoices or duplicate existing

Auto-fill client details for faster invoicing

Project-specific invoices

Online payments via Stripe, PayPal, RazorPay etc.

Download invoices, email invoices, share links

Keep track on paid and unpaid invoices

Learn more
Invoicing

Document Hub

Rich text editing for document creation

Customizable templates for reusable documents

Link documents to specific clients or leads

Export documents as PDFs

Enable online signatures for approvals

Secure storage for all documents

Learn more
Document Hub

Project Management

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Client Portal

Profitability in real time

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Invoicing

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Document Hub

Profitability in real time

Profitability in real time

Profitability in real time

Profitability in real time

Keeping clients in the loop

Learn more

Purpose-built for service-focused professionals and agencies

The go-to platform for service providers striving to stay ahead. If you offer digital services, this is for you—no matter your team’s size or focus.

Freelancers

Manage clients, send invoices, take payments, and organize tasks seamlessly—all while impressing clients with your branded portal.

Development Agencies

Transform your marketing agency with OneSuite. Showcase campaign performance, provide transparent reporting, and impress clients with data-driven results.

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Design Agency

OneSuite streamlines your design workflow with real-time collaboration and effortless client feedback loops, empowering you to create stunning designs efficiently.

Freelancers & Solopreneurs

Boost efficiency, improve collaboration, and ensure seamless project delivery with Onesuite’s comprehensive suite of features for software development agencies

Creative Agency

Attract high-paying clients and grow your income effortlessly with OneSuite’s comprehensive help in managing proposals, tracking projects, organizing tasks.

Consultants

Transform your solo consulting practice into a thriving firm with OneSuite. Effortlessly streamline tasks, organize documents, manage client communications.

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One app to replace them all

Simplify your workflow with OneSuite that brings together all the essential features you need

Client Portal

Foster client collaboration

Invite your clients to a secure, personalized client portal where your brand shines. Give them instant access to project updates, important documents, and invoices—all in one place. Keep communication flowing smoothly and streamline feedback to make collaboration effortless and engaging.

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Client collaboration platform for agency client communication
Online payment processing for agency invoicing system

Invoices and Payments

Simplify invoicing & payments

Easily generate invoices using customizable templates or save time by cloning previous ones. Provide your clients with secure online payment options for smooth, hassle-free transactions. Effortlessly track payments and manage invoices—all within the platform—keeping your finances organised and stress-free.

View details

Project Management

Streamline project management

Create new projects for your clients and easily assign tasks to your team members. Visualize your workflow and track progress using Kanban Board or List views. Kickstart projects quickly with pre-built task templates. Stay organized by prioritizing tasks, setting deadlines with labels and filters, and viewing all your tasks across projects—sorted by today’s tasks, this week’s, and upcoming ones in “My Task.”

View details
Kanban project management for agency workflow optimization
Contract management software for agency business operations

Document Hub

All your documents in one place

Create, manage, and securely store all your essential business agreements and contracts in one place. Effortlessly craft and share professional proposals and quotes with clients. Protect sensitive information with Non-Disclosure Agreements, and speed up the process with e-signatures for fast and secure document signing.

View details

Lead Pipeline

Manage leads & win more clients

Capture and organize leads effortlessly from multiple sources. Use powerful lead nurturing tools to build lasting relationships and turn prospects into loyal clients. Track every lead’s journey through your pipeline, helping you close more deals with ease and efficiency.

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Lead management system for agency business development
Business software integrations for agency workflow automation

Connect with Your Favourite Apps

Do more with less and grow your agency confidently.

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Who can Benefits from OneSuite

Equip every role to work better, collaborate seamlessly, and reach goals with greater efficiency

If you’re a business owner, you have to handle many tasks and solve countless problems. OneSuite acts as the system to manage all your businesses, not just one.

  • See all your businesses in one place.
  • Manage clients and projects easily.
  • Simlify Invoicing to save time.
  • Track team performance in real-time.
  • Communicate smoothly with clients and your team.

As a CEO or CTO, managing teams, projects, and keeping clients happy while ensuring technical and business efficiency can be a challenge. OneSuite helps you oversee everything seamlessly.

  • Oversee projects and teams with clear visibility.
  • Ensure smooth collaboration between technical and creative teams.
  • Track task progress and deadlines to keep projects on track.
  • Improve client satisfaction with real-time updates through a branded portal

As a project manager, missing deadlines and losing track of tasks is your biggest worry. OneSuite helps you stay organized.

  • Assign and track tasks easily.
  • Monitor deadlines to keep projects on time.
  • Organize tasks and subtasks for better flow.
  • Collaborate with teams and clients smoothly.
  • Keep track of progress to resolve issues early.

No matter if you’re a developer, designer, or marketer, managing your tasks across different projects can be stressful. OneSuite helps you stay on top of everything.

  • Manage all tasks in one place.
  • Keep up with deadlines and prioritize tasks.
  • Work with teammates easily.
  • Access project documents anytime.
  • Stay updated with task notifications.

Handling multiple clients, projects, and invoices can be tricky. OneSuite helps you stay organized and get paid on time.

  • Manage all clients and projects in one dashboard.
  • Automate invoicing to get paid faster.
  • Track leads and clients to grow your business.
  • Communicate with clients easily.
  • Keep your tasks organized to hit deadlines.

Your clients want easy access to updates and clear communication. OneSuite offers them a branded portal to stay informed.

  • See project updates in real time.
  • Manage documents like contracts easily.
  • Pay invoices securely online.
  • Stay informed about project progress.
  • Collaborate easily with the team.
Agency owner using business management software for operations
Project manager organizing tasks with agency management software
Client accessing agency portal for project collaboration
Team member collaborating through agency management platform
Freelancer managing clients with all-in-one business software
Agency CEO overseeing business growth with management platform

Agency owners love OneSuite

Listen from the agency owners who use OneSuite daily & how they are getting the most out of it

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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

Luca Piccinotti

CEO-CTO, Studio Piccinotti

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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

Nathan Paul

Co-Owner, Critical Error Computing

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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.

raj paul

Surja Sen Das Raj

Director UX Design, Ofspace LLC

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Finally found this tool I can say “Complete Solution”

The developer team has thought about every aspect of a team’s day to day need. While using the app, I never felt like I am missing anything. On top of that, there are some features that even changed the way our company is being managed now. Kudos to the devs.

Rabbit OneSuite

Raabit H.

CEO at Company

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Easy for our team to adopt with
the user-friendly interface

With OneSuite, we’ve seen a noticeable improvement in our productivity and client satisfaction. It’s truly an all-in-one solution for digital agencies. Its user-friendly interface makes it easy for our team to adopt and utilize all its functions efficiently.

raihan

Shekh Al Raihan

Head of Design, Ofspace LLC

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The Ultimate Tool for Managing Teams in Small Software Companies!

What I like best about OneSuite is its all-in-one functionality. I no longer need multiple software solutions to manage various tasks within my software company. OneSuite includes task management tools similar to Trello, invoicing capabilities, NDA and proposal creation, and lead management through a CRM akin to HubSpot.

Abu Shahriar R.

Co-Founder & Managing Director at Company

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Frequently asked questions

Chat directly with our founder

OneSuite is a powerful software platform designed to help businesses manage various aspects of their operations, including project management, lead tracking, client collaboration, document creation, and invoicing. It provides an integrated set of tools that streamline workflows, making it easier for digital agencies, freelancers, consultants, and small businesses to stay organized and efficient. With features like a branded client portal, task management, online payment integration (Stripe, PayPal, RazorPay, QuickPay, etc.), and document storage, OneSuite helps businesses save time and focus on delivering excellent results to their clients.

Yes, OneSuite offers White Label customization, including the ability to use your own domain. You can fully brand the platform with your logo, colors, and custom domain, providing a seamless, professional experience for your clients under your brand.

Yes, OneSuite supports integrations through its REST API, enabling users to connect with other tools and platforms. It also integrates with Pabbly Connect, allowing for seamless automation with various apps. Additionally, OneSuite offers payment method integrations with Stripe, PayPal, RazorPay, and QuickPay for easy online transactions. More integrations are under development to further expand OneSuite’s functionality.

Yes, you can add multiple businesses to OneSuite. However, each business requires a separate subscription. The good news is that you can manage all your businesses from a unified dashboard, making it easy to switch between them.

Yes, OneSuite uses advanced security protocols to ensure that all your data is protected. This includes encryption for sensitive information, secure storage of documents, and regular updates to prevent unauthorized access. Your client information, financial data, and documents are safeguarded to give you peace of mind while using the platform.

Only authorized users, such as you and the team members you assign, can access your data in OneSuite. OneSuite uses strict security protocols to ensure that no unauthorized individuals can access your information. Additionally, client access is restricted to the data and projects you share with them through the secure client portal. The OneSuite support team may only access your data when necessary for technical support and only with your permission.

Yes, clients can access project updates through the branded client portal in OneSuite. This secure portal allows them to view real-time project progress and stay informed.

Yes, OneSuite offers a 14-day free trial without requiring any card information. You can explore all the features during the trial period before deciding to subscribe.

To get started with OneSuite, you can sign up for the 14-day free trial without needing to provide any card information. Simply visit the OneSuite pricing page to choose the plan that best suits your needs. Once the trial ends, you can select a monthly or annual subscription plan based on your business requirements. The pricing page offers detailed information on all available plans.

One App To Replace Them All

Try OneSuite to Manage Projects, Clients, & Invoices

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All-in-one business management platform replacing multiple project management tools