OneSuite

OneSuite is an all-in-one client work management platform for agencies, professional service businesses, consultants, and growing teams. It connects CRM, projects, teams, time, finances, documents, communication, reporting, and client collaboration in one workspace.

CRM & Clients: Capture leads, manage opportunities, organize contacts, and move deals through customizable pipelines while keeping client information and activity connected.

Projects & Tasks: Plan and deliver work with projects, tasks, priorities, deadlines, assignments, files, and flexible views. Set project budgets, monitor progress, and keep delivery aligned with planned costs and resources.

Team, Time & Approvals: Manage workload, capacity, utilization, rates, permissions, and assignments. Track billable and non-billable hours, manage timesheets, and use approval workflows to keep team time and work organized.

Estimates, Expenses & Billing: Create estimates, track project expenses, manage budgets, and turn client work into one-time or recurring invoices. Keep financial activity connected with the clients and projects it belongs to.

Proposals & Documents: Create proposals, contracts, agreements, and other client documents using reusable templates and e-signatures to simplify sales and onboarding.

Client Portal & Communication: Give clients a white-label portal for projects, documents, files, invoices, and shared information while keeping conversations connected through built-in email and custom SMTP.

Reporting & Integrations: Get visibility into projects, budgets, time, teams, clients, revenue, and overall business performance. Connect OneSuite with QuickBooks, Xero, Stripe, PayPal, Razorpay, QuickPay, and other supported services.

From lead and estimate to project delivery, tracked time, expenses, invoicing, and payment, OneSuite helps service businesses reduce tool switching, improve financial visibility, simplify operations, and manage the complete client journey from one connected platform.