What's new in OneSuite

[Client V2] Client V2 Beta version launched.

[Client V2] Gmail Inbox integrated – Waiting for CASA Verification, Outlook Inbox – Upcoming.

[Project] The overall project experience is now up to 80% faster, allowing users to see results almost instantly after taking any action. Whether a user is editing tasks, switching views, or updating project information, the interface responds immediately. This creates a smooth, uninterrupted workflow. It will be live soon.

[Project] Users can now move through different parts of the project—such as the Overview, Kanban, and List views—without losing context or getting stuck. Everything is organized in a way that feels natural, helping users find what they need faster.

[Project] The drag-and-drop system has been improved so users can reorganize tasks effortlessly, even when filtering or searching. It behaves intelligently, letting teams move tasks where it makes sense while avoiding accidental misplacement.

[Project] Users can now instantly find tasks or subtasks through a powerful real-time search and filtering system. Instead of digging through long lists, they can quickly narrow down information based on priority, team members, deadlines, or status.

[UI/UX] Consistent UI and UX improvements in the overall app.

[Project] All new Project v2.0.0 is coming soon!

[CRM] All new CRM v2.0.0 is coming soon!

Minor Bug fixes & Feature improvements.

[Project] We improved the cover image upload experience, added due-date-based project filters, and introduced @mention support in comment system for smoother collaboration.

[Project] Released new invoice module v2.0.0! You can now customize the tax settings, online payment methods, save direct bank details for future use, default email templates, default greetings message, payment terms. When you create an invoice, you can assign client, project, change the currency, turn on/off TAX, greetings message, terms and payment methods.

[Project] We introduced a unified Project Customize drawer with a cleaner layout, smoother navigation, and clearer controls for fields like client, due date, priority, progress, categories, tags, client access level, and project setup. You can fully customized your project from there.

[Project] Subtask movement within Task Details is now smoother and more responsive, improving task management and workflow efficiency.

[Project] Added advanced project filters, including searchable Priority, Assignee, and Label filters, plus a multi-select dropdown for key criteria like due dates, completion, and assigned tasks.

[App] Resolved all UI flickering issues across the app, resulting in a smoother and more responsive user experience.

[UI/UX] Consistent UI and UX improvements in the overall app.

[CRM] All new CRM v2.0.0 is coming soon!

Minor Bug fixes & Feature improvements.

[Project] Released new Files section inside project. The Files section provides a simple, organized space to upload, view, and manage all project assets in a clean list or grid view. With quick uploads, search, sorting, file details, and easy actions like preview and download, your team can access and collaborate on files effortlessly in one centralized place.

[Proposal & Contract Templates] We've added more professional templates and introduced party fields for cleaner, sign-ready documents. Templates are now organized by Types and Industries, making it easier to find and customize exactly what you need.

[Client Portal] The client portal now supports seamless document signing, dynamic status updates, and continued access for viewed documents.

[Invoice] The invoice activity logs have been enhanced for clearer tracking, showing more accurate, detailed, and organized updates for every action taken.

[UI/UX] Consistent UI and UX improvements in the overall app.

[CRM] All new CRM v2.0.0 is coming soon!

Minor Bug fixes & Feature improvements.

[Dashboard/Home] Released new dashboard module v2.0.0 with improved design and features based on user preference & customization! Now you can see the overdue task, project with upcoming deadline, pending proposals, Contracts, outstanding Invoices, top projects & clients by revenue, most active projects and more important metrics for your agency in one dashboard. You can customize which widget you want and which you don't. Also, reorder them based on your priority.

[Invoice] Released new invoice module v2.0.0! You can now customize the tax settings, online payment methods, save direct bank details for future use, default email templates, default greetings message, payment terms. When you create an invoice, you can assign client, project, change the currency, turn on/off TAX, greetings message, terms and payment methods.

[Invoice] Yes, the waiting is over. Recurring invoice is now available! You can choose the frequency of any recurring invoice by month, week, years and more. You can setup the invoice end date till your contract date ends or until you manually stop it. You can schedule an invoice now. Check all the previously sent recurring invoices and download individual invoice.

[Project] Starred/Mark a project as favourite. You can easily go to the task list of your favorite project from the left navigation.

[Project] You can now add/update thumbnail images for your projects. You can choose gradient color or thumbnail image to personalize a project card.

[Proposal & Contract Templates] Get access to premium built-in document templates. You can create your own document template. Based on your industry from consulting to marketing agency to design agency to HR, we covered the proposal and contract templates. You can get access to ready made NDA, proposal, quote, contract, agreement templates.

[UI/UX] Consistent UI and UX improvements in the overall app.

[CRM] All new CRM v2.0.0 is coming soon!

Minor Bug fixes & Feature improvements.

Released new dashboard module v2.0.0 with improved design and features based on user preference & customization!

Released new invoice module v2.0.0!

Invoice: Recurring invoice is now available!

Project: Starred/Mark a project as favourite.

Project: You can now add/update thumbnail images for your projects.

UI/UX: Consistent UI and UX improvements in the overall app.

Upcoming: CRM v2.0.0 is coming soon!

Minor Bug fixes & Feature improvements.

Released new document module v2.0.0!

Improved UI/UX and enhanced user experience.

Billing: Buy add-ons (whitelabel or additional members).

Billing: Cancel the current plan or any subscribed add-ons.

Upcoming: Recurring invoice, CRM v2.0.0

Minor Bug fixes & Feature improvements.

Document V2 : Development ongoing!

CRM V2 : Development ongoing!

Minor Bug fixes & Feature improvements.

Document V2 : Development ongoing!

CRM V2 : Development started!

Minor Bug fixes & Feature improvements.

Document V2 : Development ongoing!

Minor Bug fixes & Feature improvements.

General : Domain White Label.

General : Email White Label

General : Customizable login page & SEO control for custom domain.

Invoice : Business branding (logo) in the invoice.

Leads/Clients : Delete bulk leads and clients.

Client Portal : Dynamic payment link visibility status for invoices.

Invoice : Dynamically create all integrated payment links while creating an invoice.

Leads: Import leads and select columns dynamically from uploaded CSV.

Projects : Assign client in task/subtask

General : Global timezone and currency settings

My Tasks : Get an overview of all team member's tasks as an admin.

Minor Bug fixes & Feature improvements.

Payment integration (Invoice) : PayPal, RazorPay

My Tasks: Holistic overview of tasks of all team members for admins & managers.

My Tasks: All features control in my tasks. Update task from sidebar view.

Project Kanban Board: Sub-task list view of a task in kanban.

Project Details: Re-Order subtasks in both kanban view & list view!

Business Settings: Currency & Timezone settings.

Upcoming: Domain white label is under construction!

Improved: Task and subtask reordering in task template.

Minor Bug fixes & Feature improvements.

Projects: Pin important projects (User personalized)

My Tasks: Create a personal task without connecting a project.

My Tasks: Move a personal task to any project.

Project: Add link in task details & subtask details

New: Monthly & Yearly plans are now live!

New: Migrate project from Nifty

New: View task details from My Task

Improved: Create Lead – Assign a team member while creating a lead.

Minor Bug fixes & Feature improvements.

Major Release: OneSuite REST API – http://rest-api.onesuite.io/

New: Pin a project

New: Filter projects

New: Duplicate a project

New: Migrate project from Nifty

New: View Sub-task list in the Kanban View

New: View task details from My Task

Improved: Create project without a client

Improved: Create project without a client

Improved: Create lead without an email

Improved: Notification – Assigning ownself to a task won't notify the assignee anymore

Minor Bug fixes & Feature improvements.

Major Release: Multi-Language Support

New: Invoice – QuickPay payment integrated

Improved & Bugs fixed in invoice

GDPR implementation

Minor Bug fixes & Feature improvements.

Activity log for individual invoices!

Fixed – Google Workspace email's authentication issues.

Fixed – responsive issues of many pages.

Updated business onboarding flow.

Minor Bug fixes & Feature improvements.

Introduced My Tasks to manage all tasks together.

Improvised user onboarding system.

Dashboard analytics.

Updated business onboarding flow.

Project – Project's settings, File management, Task/Subtask attachments, Project's card view.

Invoice: Clone invoice, Share invoice to client as attachment, Invoice currency selection.

Bug fixes & Feature improvements.

Project – Introduced Kanban board, Task/Subtask Comment, Project Label, Task templates & Tasks/Subtasks advanced filter.

Leads – Import/Export leads, Advanced filter, Lead's task management, Lead settings (tags, sources, industries). Lead notes & attachments, Convert a lead to client.

Documents – Share document with client/others, Signature feature for NDA/Agreement document type, Document templates.

Invoice – Stripe integration & Download/Send payment email to the client.

Others – Reassign client as a lead, Colourize departments (Team), Team card view, Customize modules & Business onboarding.

Other bug fixes & feature improvements.

Feature Released – Projects, Leads, Documents, Invoices, Clients, Team & Multiple business management.

Improved authentication system.

In-app notification system.

Dynamic role based system.

Team members onboarding to business.

Minor bug fixes.

Hello World!