Client Portal

Turn your clients into allies

Provide a professional, white-labeled portal that keeps clients informed, engaged, and impressed with your business.

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Real-Time Project Updates

Clients can track project progress, milestones, and deadlines without back-and-forth emails.

Task & Approval Management

Clients can review deliverables, approve work, and request changes all in one place.

Secure Document Sharing

Share and store important contracts, NDAs, and project files with clients.

Compliant eSignatures

Get legally binding eIDAS-compliant eSignatures on agreements without hassle.

Powerful self-service hub for your clients

Invoice & Payment Access

Clients can view, download, and pay invoices directly through the portal.

Client Dashboard

Clients get a complete view of their projects, invoices, and documents anytime.

Client Communication

Use comments and mentions to keep clients engaged and aligned on tasks.

Access Control

Control what clients see and do in the portal for better security and organization.

Multilingual Support

Allow clients to navigate the portal in their preferred language for better accessibility.

CRM-Connected

Automatically sync client information from CRM for a complete, error-free experience.

Your own white label platform

OneSuite allows you to White Label the entire Application. Your clients will see your brand down to the URL. Even emails will be coming from your domain.

Manage clients professionally from onboarding to offboarding

OneSuite’s Client Portal keeps everything structured—so you spend less time managing clients and more time getting work done.

Onboard 70% faster

Invite clients with one click—they log in and get access instantly.

No setup is needed—everything they need is 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.

Invoice & Get Paid

Generate invoices linked to projects and track payments effortlessly.

Accept payments online through Stripe, PayPal, QuickPay, or RazorPay.

Offboard Clients Properly

Request reviews and testimonials to strengthen your brand’s reputation.

Maintain relationships by offering follow-up services, add-ons, or future collaborations.

Connect with Your Favourite Apps

Do more with less and grow your agency confidently.

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Get more than just a client portal

You get an operating system for your service business at the cost of client portal.

Detailed Client Profiles

Client Dashboard

Project Collaborations

White Label

Document Sharing

E-Signatures

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

Take your business to the next level with

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 informations 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.

Frequently asked questions

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

Inviting clients is simple. Send them a secure email invitation directly from the OneSuite portal interface.

Yes, you can convert leads into clients instantly with just one click from the lead pipeline within OneSuite.

OneSuite ensures robust security measures, protecting client data with advanced encryption and secure access controls.

Yes, clients can independently update their information and access resources through self-service options available in OneSuite.

OneSuite facilitates seamless collaboration between clients and your team, enhancing communication and project management.

One App To Replace Them All

Try OneSuite to Manage Projects, Clients, & Invoices

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