OneSuite

A client lifecycle management platform that combines CRM, project management, e-signatures, invoicing, and client portals into one system, solving the problem of juggling multiple tools. It targets agencies and service businesses, including marketing, SEO, video editing, and consulting firms, as well as operations, sales, and support teams in small to mid-sized companies. The platform is delivered as a SaaS with a 14-day free trial, offering white-label customization and integrations via REST API and payment gateways.

Key features

• Client portal for transparency
• Invoice creation and payment
• Project management with task tracking
• CRM for lead nurturing
• Document creation and e-signature
• Team collaboration tools
• Email inbox management
• Time tracking and productivity
• White-label customization
• REST API integrations
• Payment gateway integrations
• Multiple business management