OneSuite enhances operational efficiency, collaboration, and client satisfaction. These are the benefits users can leverage upon using OneSuite:

Streamlined Workflow Management

OneSuite integrates project management, document handling, and client communication into a unified platform, reducing the need to rely on multiple software solutions.

The platform accelerates workflow creation using customizable task templates. It is equipped with Kanbard Boards and List views to help teams visualize task assignments and track project progress. Users can also add labels, tags, and deadlines for each task to organize them and stay on top of deliverables.

Aside from its comprehensive project management module, OneSuite has a built-in document hub, client portal, and payment processing system. As a result, teams can process contracts, create feedback loops, and bill clients without having to jump from software to software.

Better Team Accountability

OneSuite makes it easy for companies to organize their teams for maximum efficiency. Its departments management and team creation features can be used to structure teams based on functional areas so there are no overlaps in their responsibilities. The platform comes with predefined roles for those who want to quickly set up their teams. Meanwhile, those who have more specific organizational needs can choose to create custom roles.

OneSuite also has role-based access controls. This way, teams will only be able to view and retrieve documents that are necessary to their responsibilities. As a result, you can reinforce data security and ensure compliance with industry regulations.

Efficient Lead Management

OneSuite’s lead pipeline streamlines lead capture, nurturing, and conversion.

The platform eliminates data entry errors with its Chrome extension which can import leads directly from your Gmail inbox to your lead pipeline on OneSuite. From there, you can organize the leads you captured using the platform’s tags, categories, and source tracking features.

To help you manage your leads and guide team priorities, OneSuite also has sales stages that you can modify to accommodate your existing processes. You can also set automated reminders to ensure timely follow-ups, maximize sales effectiveness, and optimize lead management processes.

Seamless Invoicing

OneSuite simplifies invoicing with quick invoice generation, payment tracking, and secure online payment acceptance via Stripe. It supports multiple currencies and facilitates international transactions for prompt payments and enhanced cash flow management. This reduces administrative burden, improves financial efficiency, and supports global business operations.

OneSuite’s invoicing features make transactions more secure and convenient for clients. Users can email invoices with payment links for clients to click and pay effortlessly. Users can also maintain transparency and traceability with detailed logs of all invoice activities for audit trails and accountability of all actions. This also helps users monitor project budgets effectively. Furthermore, OneSuite allows users to generate and download invoices as professional PDFs with one click for easy sharing and archiving of clear and professional documentation.

Comprehensive Client Management

OneSuite enhances comprehensive client management by offering a client portal with real-time access to project progress, documents, and invoices, fostering client satisfaction and retention. Real-time updates on project statuses, task progress, and client interactions keep teams and clients informed and aligned to minimize communication gaps and delays.

Clients can also collaborate easily, provide feedback, and access financial histories through self-service capabilities that elevate overall client experience and relationship management. On top of that, the Client Portal can be customized to match their branding for a seamless brand experience.

Robust Document Management

OneSuite’s document hub facilitates digital document creation, sharing, and signing, enhancing overall workflow efficiency. It offers over 100 vetted agreement and contract templates tailored for different industries so users have the right tools at their fingertips. The platform also provides customizable templates and electronic signatures to streamline document workflows and ensure compliance. Users can also link documents to specific clients for organization and accessibility.

Moreover, OneSuite’s PDF export option allows for easy sharing and archiving of documents to boost productivity. The platform also centralized document storage for easy access and management while maintaining document security and efficiency.