The next-gen client portal for remarkable client experiences
OneSuite's portal gives every client a single login to follow progress, approve work, and handle payments, so you stop answering the same status email twice
Manage clients professionally from onboarding to offboarding
OneSuite's client portal keeps everything organized so you can focus less on admin and more on doing great work.
Onboard 70% faster
- Invite clients with one click. They log in and get instant access.
- Everything they need is ready in your branded portal from day one.
Share documents & get signed
- Send NDAs, contracts, and agreements for legally binding eIDAS-compliant eSignatures.
- Keep all signed documents stored and linked to client profiles.
Collaborate on projects
- Assign projects, set tasks, and establish clear deliverables from day one.
- Clients can send requests, track progress, comment on tasks, and stay engaged in real-time.
Deliver work & get approvals fast
- Share deliverables and keep files organized for easy client access.
- Clients can review, approve, or request changes seamlessly.
Send invoice & get paid
- Create professional invoices in seconds using pre-filled client and project details.
- Accept online payments, track status in real time, and get paid faster without chasing clients.
Offboard clients properly
- Help clients finish strong with a smooth offboarding workflow and an organized final handover.
- Share deliverables, collect feedback, and close projects with clarity so clients leave satisfied and ready to return.
Take your business to the next level
OneSuite simplifies team management so you spend less time organizing and more time doing productive work.
Multi-business management
Manage multiple businesses under one account with separate clients and projects
Company as client
Manage businesses and organizations as clients, not just individuals.
Point of contact
Assign a primary contact person from client.
Relationship manager
Assign a dedicated team member to manage and nurture client relationships.
Multiple people under one client
Add and manage multiple contacts within a client company.
Detailed profiles
Detailed information for every person or contact.
Self-service client information
Clients can update their information from the portal.
Upload & sign prebuilt contracts
Easily upload existing contracts and get them digitally signed.
Multiple signers for documents
Send documents for eSignatures to multiple stakeholders, such as CEOs, CTOs, and managers.
Turning Daily Work into Structured Team Execution with OneSuite
I have to go day by day, person by person to see throughput. That's not how trends are visualized. OneSuite became our daily driver. It gave our team a structured space to plan and execute every week. And fewer clicks—that's key for me. OneSuite gives us a clean structure for daily execution and team insight.
Sartaj Anand, CEO at Egomonk
OneSuite's user experience beats Notion for daily use
Normally, I was using Notion. but I hate the user experience of Notion. I really don't like it. OneSuite is very clean and simple for me. Right now, I rely heavily on the CRM, because I really like how you made the user experience. I'm using OneSuite every day, for hours. I take everything there. If you have project management, documents, clients, and CRMs, then it's complete. I can use only this.
Eryk Lewandowski, CEO at Flowbound
Automating sales workflows for a smoother client journey
We use it only for sales for now, so if we talk about other departments, it's a different workflow. But for sales, it's supposed to include all this stuff, otherwise it's very hard to manage. So it's very nice when it happens automatically… we send him a contract, he signs, pays, and he's converted to a client. OneSuite looks nice, and I see that you fix bugs and it's going…
Dennis Eideland, Founder at Ojoo
Save big with OneSuite
Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app.
Features
Frequently asked questions
They can track project progress, view and comment on tasks, sign documents, pay invoices, submit requests, review deliverables, and update their own contact information. Essentially, everything they'd normally email you about, they can just handle themselves.
Yes, it can be white-labeled. Fully. Your logo, your brand, your portal. Clients never see the OneSuite name. This matters for agencies that want to appear as a seamless, professional operation rather than a company visibly running on third-party software.
One click to invite. Clients get an email, sign up, and everything is already set up and waiting: their project, documents, invoices, and any tasks you have attached to them. No lengthy forms, no configuration on their end.
No. It is included in your OneSuite subscription. There are no per-client access fees and no extra plan required. Your clients get access as part of how OneSuite works. But it requires some payment if you want to white-label it.
