Turn leads into long-term clients
Track every lead, follow up at the right time, and manage projects and payments in the same system. OneSuite keeps the entire client relationship in one place.
A completely new experience on your journey to winning clients
Effortlessly turn leads into clients with tools that make every step smooth and meaningful.
Capture every opportunity
- Add leads from Gmail, your website, API, or imports to build an organized and effective pipeline.
- Ensure no opportunity is missed with multiple ways to capture and manage leads.
Stay organized with client data
- Store client details, contact history, and tasks in one place for quick access.
- Simplify workflows and improve collaboration with an easily accessible centralized hub.
Track progress clearly with timelines and pipelines
- Review a detailed timeline of all activities, including interactions and updates, under each contact.
- Gain full context for smarter decisions and track opportunities seamlessly across customized stages with Kanban boards.
Make follow-ups impactful with notes and tasks
- Assign tasks and notes linked to people, companies, or opportunities, and set reminders to stay on track.
- Increase conversion rates with timely actions and personalized interactions.
Track, nurture, and convert leads with user-friendly and powerful features
All the tools you need to capture, track, and convert leads. It's built for agencies that sell and deliver.
Assignee management
Assign leads, opportunities & clients to specific team members for better accountability & collaboration.
Bulk actions
Manage multiple leads at once with bulk updates, assignments, and actions.
Lead source
Identify where your leads are coming from and focus on high-converting sources.
Tags
Categorize and filter leads with custom tags for easy organization and tracking.
Opportunity value
Assign values to each opportunity and sort your pipeline by revenue potential.
Associated files
Attach and manage files linked to opportunities, people, and companies for easy access.
Notes
Add detailed notes to any lead, company, or opportunity to keep context accessible for the entire team.
Account owner
Assign a dedicated team member to oversee, nurture & convert each opportunity for better results.
ICP Qualification
Mark and track leads based on their Ideal Customer Profile fit.
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
It's built for service businesses that need to manage leads, close deals, and immediately transition into delivering work. Most CRMs stop at the sale. OneSuite connects directly to project management, invoicing, documents, and the client portal, so the handoff from a won deal to an active client is automatic, not manual.
In various ways, manually, through Gmail integration, via API, or bulk imports. Whether a lead comes from a contact form, a referral, or a spreadsheet, they land in the same organized system without re-entering everything by hand.
Yes, you can easily import leads from CSV files for bulk processing and export them in CSV format for backups or transfers. This feature simplifies data management and ensures your lead database is always up-to-date.
Once a lead is qualified, you can seamlessly convert it into a client within OneSuite by moving to through the kanban board. You can then assign projects to the newly converted clients, streamlining the transition from lead management to client management.
ICP stands for Ideal Customer Profile. It lets you mark leads based on how well they fit your target customer criteria, so your team prioritizes the leads most likely to convert instead of spending equal energy on every inquiry.
Yes. You attach tasks and notes to any person, company, or opportunity and set reminders to follow up at specific times. No lead falls through the cracks because someone forgot to send a second email.
