OneSuite

Manage leads, projects, and invoicing for agency clients from a single platform

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Unlike your grandpa’s rare coin collection, racking up random project management tools isn’t adding value to your agency. (“Just one more subscription and I’ll hit tech stack bingo.”)

Between task management, invoicing, and lead gen, you’re not just stockpiling passwords—you’re also draining your budget.

What if you could ditch all those subscriptions for an all-in-one platform designed to help agencies scale their services?

Introducing OneSuite.

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TL;DR

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Access a suite of project management tools, including client portals and a lead pipeline manager
Send your clients online invoices and collect payments via Stripe and Quickpay

At-a-glance

Overview

OneSuite is an all-in-one digital agency platform for managing leads, projects, client portals, and invoicing.

Manage projects like a pro

OneSuite’s flexible project management tools help you align teammates and complete important projects on time.

  • Switch between kanban boards and checklists to manage your projects
  • Create unlimited task templates for recurring tasks or projects
  • Assign tasks, prioritize them, and add labels like “Bug,” “Feature,” or “Improvement”

Project management tools

Work smarter with essential project management tools, like kanban boards and task templates.

Never miss a lead

You can also download the Chrome extension to capture leads and manage your lead pipeline from start to finish.

  • Organize your leads with tags, categories, and source tracking to maximize sales impact
  • Track your end-to-end lead pipeline to optimize your strategy and hit sales KPIs
  • Assign tasks, set due dates, and add attachments to streamline your lead gen workflow

Lead pipeline

With OneSuite, you can capture leads, track your lead pipeline, and increase conversions.

Update your clients in real time

OneSuite’s client portals provide clear updates on projects and invoices, keeping them informed without any back-and-forth.

  • Inform clients about milestones, tasks, and the overall status of your project
  • Manage important documents in one place and let your clients sign them online
  • Update clients on invoicing and payment confirmations, while also logging past invoices and payments

Client portal

Keep clients informed about projects, invoices, and important documents in a dedicated portal.

Chase the bag, not invoices

No more hunting down overdue invoices! With online payment options, you’ll be able to get paid on time and boost your cash flow.

  • Create, send, and track client invoices
  • Let clients pay via Stripe and Quickpay to protect their information and prevent fraudulent activity
  • Supports multiple currencies and global payment methods

Online invoicing

Create and send online invoices that clients can pay via Stripe and Quickpay.

Whether you’re scaling an agency or going solo, OneSuite is packed with all the tools you need to deliver impeccable service to your clients.

Focus on growth, not tools.

Get lifetime access to OneSuite today!

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60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

Deal terms and conditions: Lifetime access to OneSuite. All future Freelancer (Tier 1), Solopreneur (Tier 2) or Growing Agency (Tier 3) Plan updates. If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates. No codes, no stacking—just choose the plan that’s right for you. You must activate your license within 60 days of purchase. Ability to upgrade between 3 license tiers while the deal is available. Ability to downgrade between 3 license tiers within 60 days of purchase. Only for new OneSuite users who do not have existing accounts.
OneSuite

OneSuite

Onesuite.io
FoundedFounded
January 2023
HeadquartersHeadquarters
Delaware, USA
Company sizeCompany size
11-50 employees
Product stageProduct stage
Startup
Financial stageFinancial stage
Bootstrapped

Updates from OneSuite

From the founder

Posted Sep 16, 2024

Company product and FAQs

Posted Sep 4, 2024

See what Sumo-lings are saying

Questions
Reviews

Questions & Reviews

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Showing 5 of 71 questions

Q: Upgrade to Tier 3, and White Label

Hi, I just purchased a Tier 1 LTD license yesterday, and today I went back to upgrade it to a Tier 3. Is it still possible for me to do that?

Also, how will white label work for an LTD customer?

Thanks for a great product!

105508087896725444440PLUSDec 4, 2024
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Founder Team
Reza_OneSuite

Reza_OneSuite

Dec 4, 2024

A: Thanks a lot for your appreciation.

Please email us to support@onesuite.io to get the further support.

Thanks

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Q: Can't you support Korean?

1. Can't you support Korean?

2. Does 3000 leads mean 3000 blocks or 3000 customers?

reu0691PLUSEdited Dec 2, 2024
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Founder Team
Reza_OneSuite

Reza_OneSuite

Dec 3, 2024

A: Hi,
Thanks for asking.

1. Yes, off course. We already have Korean.

2. No, customers are unlimited. In lead pipeline, you can manage 3000 leads.

Thanks

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Q: Integration with Custom CRM

HI Syed,
We have custom CRM ( SAAS Based Platform) subscription based . Wondering do you have any option to white label /One Off payment to purchase , Instances must be Locally Hosted as well.

Thank You
Best Regards
NK

kneeajDec 2, 2024
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Founder Team
Reza_OneSuite

Reza_OneSuite

Dec 2, 2024

A: Hey NK,
Let's talk to discuss it over a meeting.

Here is my Calendly.
https://calendly.com/rezahaque

Best,
Reza

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Q: Can the customer logs in to the client portal and create tasks?

Once the customer is in the portal and sees the project, can they create tasks? In our business model, the client can see what tasks we are working on for them. If they want to have new tasks, they can also create the tasks in the client portal. We can then follow up and inform the customer on the updates of these tasks created by them.

cktwPLUSDec 1, 2024
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Founder Team
Reza_OneSuite

Reza_OneSuite

Dec 2, 2024

A: Yes sir!

That's how we designed it.
It has two options in a particular project settings.
1. You can allow clients to create task
2. You can set view only permission for the client

Thanks

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Q: Do you support Multicurrency

Can I invoice my customers in currencies of my choice (USD, NZD, AUD, etc.) or is the account fixed to one currency?

zahnPLUSDec 1, 2024
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Founder Team
Reza_OneSuite

Reza_OneSuite

Dec 1, 2024

A: Yes, we support multi currency. You can send invoice to any USD, NZD, AUD etc.

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