OneSuite

One suite to manage your service business

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Description

OneSuite provides a comprehensive suite of tools designed specifically for freelancers, agencies, and creative professionals looking to streamline their service business operations. It integrates essential functions like project management, lead tracking, invoicing, document creation with e-signatures, and team collaboration into a single platform, eliminating the need for multiple disparate applications.

The platform aims to enhance efficiency and client satisfaction by offering features such as task management with Kanban and List views, automated invoicing with online payment integration, a secure document hub, and a customizable white-label client portal. This allows businesses to manage workflows effectively, nurture client relationships, ensure timely payments, and present a professional brand image, ultimately supporting business growth.

Key Features

Client Portal: Secure branded client login for real-time project collaboration, invoice viewing/payment, and document access.
Invoicing: Create, duplicate, and auto-fill invoices; accept online payments (Stripe, PayPal, RazorPay, QuickPay); track payment status.
Project Management: Manage tasks and subtasks with Kanban/List views, attachments, comments, templates, deadlines, priorities, and assignments.
Document Hub: Create documents with rich text editing, use templates, link to clients/leads, export PDFs, enable e-signatures, and store securely.
Lead Pipeline: Import leads via API/integrations/Chrome extension, manage pipeline stages, segment leads, add notes, and convert leads to clients.
Team Management: Assign tasks, oversee team and project progress, and manage team members.
White Labeling: Customize the platform with your own domain, logo, and colors (available on specific plans).
Integrations: Connect with other tools via REST API, Pabbly Connect, and integrate with payment gateways.

Use Cases

Centralizing project management for development agencies.
Streamlining client communication and invoicing for freelancers.
Managing design workflows and client feedback for design agencies.
Organizing proposals, contracts, and project tracking for creative agencies.
Improving lead nurturing and conversion for marketing agencies.
Managing client communications, documents, and tasks for consultants.

Frequently Asked Questions

Does OneSuite have White Label customization?

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 for a seamless client experience. Note: White Labeling is included in the Large Agency plan.

Can OneSuite integrate with other tools?

Yes, OneSuite supports integrations through its REST API and Pabbly Connect for automation. It also integrates directly with payment gateways like Stripe, PayPal, RazorPay, and QuickPay.

Can I add multiple businesses to OneSuite?

Yes, you can add multiple businesses, but each requires a separate subscription. However, you can manage all your businesses from a unified dashboard.

Is my data secured in OneSuite?

Yes, OneSuite employs advanced security protocols, including encryption for sensitive information and secure document storage, to protect your data and prevent unauthorized access.

Who can access my data in OneSuite?

Only authorized users, such as yourself and assigned team members, can access your data. Client access is limited to shared data via the secure portal. OneSuite support may access data for technical support only with your permission.