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OneSuite

All-in-One Client Portal for Agencies·onesuite.io

OneSuite is an all-in-one client portal and agency operations platform for digital agencies, freelancers, and service businesses. It combines a branded client portal, invoicing and payments, project and task management, time tracking, document handling with e-signature, a lead pipeline CRM, and a unified email inbox into a single workspace. It is designed to replace multiple disconnected tools agencies typically use to run client relationships from onboarding to invoicing.

What it's for

Manage campaigns, clients, and billing for a marketing agency in one placeTrack projects, share reports, and invoice clients for SEO agenciesStreamline approvals, revisions, and payments for video editing workOrganize multi-location clients and automate invoicing for local SEOManage the client workflow from booking to final delivery for photographersCoordinate timelines, vendors, and client communications for event managementUnify briefs, feedback, and billing for creative agenciesUnify proposals, project tracking, and invoicing for consultantsManage tickets, retainers, and client portals for IT services teamsTrack billable hours and convert approved time into client invoicesGive clients a branded portal to view project updates, sign documents, and pay invoicesMigrate agency data (clients, invoices, projects) from other platforms

Features 17

Automatic conversion of approved billable hours into invoices
Branded, white-label client portal with custom domain
Client self-service profile updates
CRM and lead pipeline management
Document creation, storage, and e-signature (eIDAS-compliant)
Free migration assistance from other platforms
Invoicing with one-time and recurring invoices
Multi-business management from a unified dashboard
Online payment acceptance (Stripe, PayPal, Razorpay, QuickPay, etc.)
Pabbly Connect integration for automation with other apps
Productized service packaging (upcoming)
Project management with Kanban, List, and Calendar views
REST API for custom integrations
Task and subtask management with templates
Team and collaborator management with departments and roles
Time tracking with timer, manual logging, and approval workflow
Unified email inbox for client communications

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb

LanguagesEnglish, German, Spanish, French, Portuguese, Dutch, Danish, Swedish, Norwegian, Finnish, Russian, Indonesian, Japanese, Korean, Simplified Chinese, Traditional Chinese, Arabic, Hebrew, Polish, Italian, Turkish

Fordigital agencies, freelancers, consultants, small businesses, marketing agencies, SEO agencies, local-SEO operators, photographers, video editors, IT services teams, event managers, productized-service operators

CompanyOneSuite · 2024

Integrations

StripePayPalRazorpayQuickPayPabbly ConnectXeroCHIPAuthorize.netPaystackBillPlzZoho MailGoogle Tag ManagerToggl TrackQuickBooksHitPayRevolutViva WalletMollieGmailGoogle CalendarGoogle AnalyticsHubStaffMonerisXenditZoomOutlook CalendarCrispApployeSquarePayrexxFlutterwaveMicrosoft OutlookMicrosoft ClarityTawk.to

Complianceself-reported

eIDAS

Resources

Pricing

All paid plans include a 14-day free trial, white-glove onboarding, and a 30-day money-back guarantee. Enterprise plan is quote-based. Annual billing toggle advertises 'Save 20%' with specific dollar savings per plan, but no annual total price figure is shown on the page.

Freelancer$29/mo

Shown on the pricing page as 'Only 5.80 USD/user/month' when the $29 monthly price is divided across the 5 included members.

5 members, up to 3,000 leads, up to 10 GB storage

Growing Team$59/mo

Marked 'Most Popular'. Shown as 'Only 4.92 USD/user/month' when the $59 monthly price is divided across the 12 included members.

12 members, up to 10,000 leads, up to 30 GB storage

Agency$149/mo

Shown as 'Only 4.26 USD/user/month' when the $149 monthly price is divided across the 35 included members.

35 members, unlimited leads, up to 60 GB storage

EnterpriseQuote

Custom pricing, tailored to needs; contact sales.

Unlimited members, projects, clients, invoices, documents, storage, and leads

Annual billing saves 20% overall; the pricing FAQ states savings of $60/year on Freelancer, $120/year on Growing Team, and $300/year on Agency, though the resulting annual total price is not separately displayed.