OneSuite - 2026 Pricing, Features, Reviews & Alternatives

OneSuite is a business management platform designed specifically for service-focused professionals, including freelancers, agencies, consultants, and small businesses. The system integrates multiple essential business functions into a single interface. It combines customer relationship management, project management, client portal capabilities, invoicing systems, and document management with electronic signature functionality, creating a streamlined workflow for service providers.

The project management module enables users to organize tasks and subtasks with Kanban and List views, attach files, add comments, create task templates for repetitive workflows, and assign tasks to team members with specific timelines and priorities. The CRM component allows businesses to import leads from various sources, manage pipeline stages, segment leads using tags, and convert leads to clients with a single click. The client portal provides secure, branded access for clients to view project updates, invoices, and documents while enabling real-time collaboration. The invoicing system facilitates the creation and duplication of invoices, auto-fills client details, supports online payments through multiple payment gateways including Stripe and PayPal, and tracks payment status.

OneSuite offers extensive customization options, including white-label functionality that allows businesses to use personal domain and branding throughout the platform. The document hub provides text editing for creating professional documents, customizable templates, PDF export capabilities, and electronic signature functionality for approvals. The platform integrates with third-party tools through its REST API and Pabbly Connect, supporting automation and expanded functionality. Advanced security protocols protect sensitive business information, with access restricted to authorized users and team members.

The system is structured to benefit various roles within an organization, from business owners and agency executives to project managers, team members, and clients. Business owners can manage multiple ventures from a unified dashboard, while project managers can assign and track tasks to meet deadlines. Team members benefit from centralized task management across projects, and clients gain transparent access to project updates, documents, and payment options. OneSuite addresses the specific needs of different service businesses, including development agencies, design firms, creative agencies, and consultants, by streamlining workflows, enhancing client communication, and providing tools for growth and profitability tracking.