Simple CRM

Turn leads into long-term relationships

OneSuite helps you move beyond transactions—managing leads, projects, payments, and follow-ups—all in one system designed to keep your clients coming back.

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Opportunity Tracking

Track every potential client from first contact to conversion.

Pipeline Management

Visualize and organize sales pipelines with Kanban boards for better workflows.

Tasks & Reminders

Assign tasks and set reminders to never miss a follow-up.

Notes & Activity Logs

Keep client interactions, updates, and key details in one place.

Track, nurture, and convert leads with easy-to-use & powerful features

Timeline View

See all client interactions and activities in a structured timeline.

Custom Fields

Personalize data fields to capture the information that matters most.

Company & People

Add companies, link them to opportunities, and associate multiple contacts.

Contracts & Agreements

Link contracts and agreements directly to people and companies for easy access.

Advanced Search & Filters

Quickly find leads, contacts, and opportunities with smart search tools.

Convert Into Client

Convert leads into clients, pulling all details for projects and the client portal.

Capture Leads Directly from Your Inbox

Effortlessly add leads directly from your Gmail inbox to your OneSuite Lead Pipeline with our Lead Grabber Chrome Extension, ensuring no opportunity is missed.

Download OneSuite Lead Grabber

All new experience in your client conversion journey

Effortlessly turn leads into clients with tools designed to 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.

Convert leads into clients with one click

Turn leads into clients with one click while keeping all linked data intact and updated.

Simplify transitions and save time as you grow your client base effortlessly.

Connect with Your Favourite Apps

Do more with less and grow your agency confidently.

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Save Big with OneSuite

Try OneSuite to manage projects, leads, documents, invoices, and clients all in one app

Lead Pipeline

Chrome Extension

Lead Import

Customizable Stages

Financial Insights

Project Sync

Plus

Project Management

Document Hub

Invoices

Client Portal

Teams

$49/month for 5 Users

Individual Tools

Panda Doc ($175/month for 5 seats)

Trello for Project Management ($30/month for 5 users)

Pipedrive for Lead Pipeline ($60/month for 5 Users)

Wave for Invoices ($16/Month)

FuseBase for Client Portal ($45/Month for 5 Users)

$326/month for 5 users

But There’s More

Assignee Management

Assign leads, opportunities, and clients to specific team members for better accountability and 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.

Opportunity Value

Estimate and track potential deal worth to prioritize high-value opportunities.

Associated Files

Attach and manage files linked to opportunities, people, and companies for easy access.

Detailed Description

Add in-depth notes to capture important lead, opportunity, or client details.

Account Owner

Assign a dedicated team member to oversee, nurture, and convert each opportunity for better results.

ICP Qualification

Mark and track leads based on their Ideal Customer Profile fit.

OneSuite is designed to help service providers manage their work and clients. So, why does it include a CRM?

The truth is, service-focused businesses like us don’t need the feature overload that tools like HubSpot offer. All those extras can make it harder to focus on what really matters—not to mention they come with a hefty price tag.

With OneSuite CRM, we’ve created something simpler and more connected. One big frustration we faced was how documents like agreements and proposals often get left behind in the CRM or require manual effort to move into client portals and projects. We’ve solved that by keeping everything in sync.

It’s a CRM that connects with your client portal—exactly what service professionals need to stay organized and focused, from leads to projects and beyond.
Reza Haque,
Founder, OneSuite

Frequently asked questions

Our most common FAQs are below, if you have more questions, feel free to contact us.

The OneSuite Lead Grabber Chrome Extension allows you to capture leads directly from your Gmail inbox and add them to your OneSuite Lead Pipeline effortlessly. It streamlines the process of lead generation by integrating seamlessly with Gmail.

OneSuite allows you to create and modify lead stages to fit your unique sales process. You can add, rename, or remove stages as needed, providing a tailored approach to managing your sales pipeline.

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.

Advanced filtering in OneSuite lets you sort and view leads based on various criteria such as industry, source, stage, priority, and tags. This enables precise targeting and better management of your leads.

The Quick View feature allows you to access essential lead details at a glance without navigating away from the pipeline view. This enhances efficiency and enables faster decision-making.

OneSuite employs robust security features, including data encryption and secure transmission, to ensure that all captured data is handled securely and maintains integrity and confidentiality.

Yes, OneSuite includes integrated task management features that allow you to assign tasks with descriptions, due dates, reminders, and priorities. This ensures timely and well-coordinated follow-ups for each lead.

Once a lead is qualified, you can seamlessly convert it into a client within OneSuite. You can then assign projects to the newly converted clients, streamlining the transition from lead management to client management.

OneSuite offers exceptional customer support, including quick responses to inquiries and excellent guidance during setup. The support team is available to assist with any questions or issues you may encounter.

Yes, you can start with a free trial to experience the full range of features that OneSuite offers. This allows you to see how it can transform your lead management and sales processes before committing.

One App To Replace Them All

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