---
title: "OneSuite Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about OneSuite Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/10023082/OneSuite/"
page_type: "product"
language: "en"
publication_date: "2026-09-29"
---

# 

 OneSuite Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 29, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

OneSuite

## What is OneSuite?

OneSuite is your all-in-one agency management platform built for service focused agencies and remote teams. From lead pipeline to project management to client portal, invoicing to eSignature, OneSuite helps you bring everything under one roof. No more juggling multiple tools or multiple payments. Your clients, teammates, and tasks live in one centralized dashboard—simple, clean, and powerful. Whether you're running a creative studio, dev agency, or freelance collective, OneSuite keeps your workflow streamlined, your clients in the loop, and your operations running smoothly. Built with agencies in mind, OneSuite grows with your team—no fluff, just what you need.

## What is OneSuite used for?

[Project Management](https://www.capterra.com/project-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$29

Flat Rate, Per Month

Free trial  
not available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for OneSuite?[Manage this product listing](https://www.g2.com/products/onesuite/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### OneSuite

0.0

VS.

[4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting Price

$29

Flat Rate, Per Month

Starting Price

$9

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (6,074)

Value For Money

0.0 (0)

Value For Money

4.3 (4,691)

Customer Service

0.0 (0)

Customer Service

4.4 (4,484)

## OneSuite alternatives

[4.5 (3,567)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.5 (3,494)](https://www.capterra.com/p/124981/Freshdesk/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.6 (2,246)](https://www.capterra.com/p/146652/Airtable/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.5 (127)](https://www.capterra.com/p/176283/Visual-Planning/reviews/)

Starting price

$55.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## FAQs about OneSuite

Overview

### What company size and specific industries is OneSuite built for?

OneSuite is designed for service-based businesses and agencies of small to mid-sized teams that need a single platform for CRM, project management, invoicing, and client collaboration. It fits firms in consulting, creative, marketing, and professional services that manage client work across multiple stages.

Features and Usability

### What are the key features of OneSuite?

OneSuite offers project management features such as task management, project planning and scheduling, Kanban board, Gantt/timeline view, milestone tracking, and recurring tasks. It also includes collaboration and control tools like client portal, commenting/notes, file sharing, access controls/permissions, and workflow management, plus reporting, billing and invoicing, and time and expense tracking.

Pricing

### How much does it cost and what fees or limitations are included?

OneSuite starts at $29 per month for the Freelancer plan with 1 member and a free version available. The Solopreneur plan is $59 for 5 members, Growing Agency is $149 for 20 members, and Large Agency is $239 for 50 members. Plans include unlimited clients, documents, invoices, and projects.

Integrations

### Which third-party tools and platforms does OneSuite integrate with?

OneSuite integrates with Pabbly Connect, PayPal, Razorpay, and Stripe. These connections cover automation and payment processing tools, giving OneSuite support for workflow and billing integrations across four third-party platforms.

Getting Started and Support

### What training and onboarding options does OneSuite offer?

OneSuite provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and training with an instructor, documentation offers written reference material for setup and feature use, and videos provide self-paced walkthroughs for learning key tasks.

Getting Started and Support

### What customer support options does OneSuite offer?

OneSuite provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Chat support. Customer feedback on support experience is not available here, so only the listed channels can be confirmed. These options give users written help resources and direct contact paths for product questions and issue resolution.

## Features

AI summary

Based on 29,194 CRM reviews

Capterra reviewers highlight the following as key priorities when evaluating project management software:

-   **Deadline Management** (**59%** of reviewers rated this feature as critical)
-   **Project Time Tracking** (**62%**)
-   **Project Time Tracking** (**62%**)

OneSuite provides **Deadline Management**, giving teams a way to track timelines, stay on top of due dates, and keep project work moving according to plan. This feature can help businesses maintain better schedule visibility and support more consistent project delivery.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accountability

Define and track responsabilities for remote users

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Adaptive Learning

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

OneSuite 275 features

### All Features
- @mentions: An @mention is a way to tag or notify a specific person about a message/post
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accountability: Define and track responsabilities for remote users
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
- Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI Text Generation: Allows users to generate text based on a text prompt.
- AI Text Summarization: Condenses long documents or text into a brief summary.
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Alignment: Align all staheholders involved to improve collaboration, visibility, and performance
- Analytics: Tools for the systematic analysis of various types of data or statistics
- Announcements: Allows company-wide and targeted announcements to ensure workers receive relevant communications.
- API: Application programming interface that allows for integration with other systems/databases
- Approvals: Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
- Assignment Management: Assign issues and tasks based on availability or required skills
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Autonomous Task Execution: Completes tasks independently without constant human intervention
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Back Office: Provides back office solutions such as accounting, invoicing, time & expense, payroll, etc.
- Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing and Invoicing: Automates billing and invoicing features to streamline financial transactions and improve cash flow management.
- Brand Tracking: Monitor social media posts or web that mention a particular brand
- Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
- Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
- Bug Tracking: Monitor and track bugs and issues in the system.
- Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Calendars: Manage private and shared calendars and associated events
- Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Change Management: Track and monitor efficient handling of all changes/transitions
- Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat: Create audience-based chat rooms to share news within their teams, and employees can create private chat rooms as well. Replicates the user experience of employee's favorite apps (e.g. WhatsApp, Messenger, Slack etc.).
- Chat/Messaging: Communicate using direct chat or messages within the system
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Communication Channels: Support multiple channels for internal and external communications.
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Configuration: Users or customers can configure parts by using a parametric 3D configurator.
- Connectivity: Connectivity APIs can be enabled to allow development teams to directly integrate with applications, databases, and services.
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Content Library: Centralized repository to store content and assets
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Content Publishing Options: Facilitates online authoring and publishing of the content
- Contract/License Management: Track, store, and access client contracts or licenses
- Creation & Assignment: Create and assign tasks for individual users with details and due dates.
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Cross-system Integration: Works across multiple software systems or databases
- Custom Views: Create personalized project views for collaboration
- Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content
- Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more
- Customer Support: Provide online support for your customers through live chat or help desk functionality
- Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Customization: Create labels for products that contain required information such as colors, sizes, dates, etc.
- Daily Reports: A document that lists daily activities or maintains a record of all events that happened in a day
- Dashboards: An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.
- Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file.
- Data Import/Export: Import and export data to and from software applications
- Data repository: Deliver a single data repository for all project information.
- Data Security: Protect sensitive data for digital privacy
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Decision Making: Makes informed choices based on available data and objectives
- Digital Invoices: Ability to convert invoices to digital formats such as PDF
- Discussions: Ability to involve multiple users in public or private discussions
- Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Collaboration: Allows users to simultaneously collaborate on a document within the application.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates).
- E-signature: Offers e-signature functionality in-product, whether through integration or native capability.
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- External: Track external risks such as natural disasters or market fluctuations.
- External data: Connect to external data sources such as databases or BI software.
- Feedback: Provides thorough, actionable feedback regarding security vulnerabilities, or allows collaborators to do the same.
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- Field Sales Management: Manage or track sales completed by field teams/employees
- File Management: Create, save, and store files
- File Request: Allows businesses to request files from clients.
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks
- Followers: Allow users to follow tasks which are not assigned to them
- For iPad Devices: Operate/access software on iPad Devices
- For IT Project Management: Supports project management for IT professionals & teams
- For Mac Devices: Operate/access software on Mac Devices
- For Small Businesses: Designed for small businesses
- For Startups: Primarily serving startup companies
- Forecasting: Form predictions based on past and present data/trends
- Front Office: Integrate with CRM, marketing, or customer service software.
- Gamification: Games or game-like elements to track progress and reward accomplishments
- Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Insights: Generates insights and reports from aggregated provider data to improve efficiencies and ready systems for audit
- Instant Messaging: Communicate privately with individual students to offer help or answer questions.
- Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources.
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system.
- Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events")
- Issue Tracking: Record and follow the progress of every issue
- Iteration Management: Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects
- Lead Assignment: Manually or automatically assign leads to sales reps
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
- Live Chat: Ability to chat online in real time
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities
- Messaging: Communicate using messages within the system
- Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Mobile Application: Offers a mobile app version for volunteers to receive relevant information and manage their volunteer history.
- Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Channel Social Integration: Integrate with more than one social media network
- Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
- Multi-step Planning: Ability to break down and plan multi-step processes
- Multiple Projects: Ability to handle several projects simultaneously
- Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks.
- Negative Feedback Management: Identify, track, and respond to negative feedback
- Network Diagram: Diagram that depicts connections among nodes in a network
- Notes: Allows users to take notes during or after the call for future reference.
- Offline Mode: Users can work offline and changes are synced when they back online
- Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
- Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments.
- Percent-Complete Tracking: Level of completion within a task
- Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load.
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Permissions: Allows administrators to set permissions or privacy restrictions for decisions or discussions, controlling who can view and contribute.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Predictive Analytics: Predict future data based on historical data sets
- Prioritization: Arrange tasks based on the level of priority or urgency
- Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions
- Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
- Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
- Profitability: Monitor project proftability by team or department.
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource.
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Planning: Organize and schedule projects
- Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
- Project Templates: Pre-designed project plans that can be customized
- Project Time Tracking: Measure time to completion or hours worked for projects
- Project Tracking: Monitor the progress of projects from start to finish
- Project Workflow: Create, manage, or update project workflows.
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Proposal Generation: Create proposals based on costs of labor and materials
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Public Sharing: Make project views available for the public.
- Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Recurring Invoices: Automatically generates invoices at pre-defined time intervals
- Referral Tracking: Log and store the source of contacts/leads
- Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
- Release Planning: A timeline for taking a project live that outlines what features should be operational at the go-live date
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Support: Provide support to your customers and employees remotely over a shared network
- Remote Work: Allow users to use the system online and on mobile devices.
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
- Request Management: Evaluating and prioritizing change requests that are received while working on the project
- Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development
- Resource Allocation: Assign available resources to various projects and tasks
- Resource Definiton: Create human and material resources and categorize them based on skills and other criteria.
- Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects
- Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Segmentation: Group leads or contacts based on their specific characteristics
- Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc.
- Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
- Social Promotion: Market event via social media tools
- Softphone: Use your computer as a phone device to make calls over the internet
- Sprint Planning: Identifying the tasks to be completed and the people to complete them during a set period of time
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
- Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Prioritization: Set priority levels on tasks so individuals can organize their work.
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Team Management: Organizing a group of people to accomplish a task
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
- Third-Party Integration: Addition of necessary external data, applications, tools, or features
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense: Track time and expenses associated with projects or tasks.
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Timeline Management: Manage a detailed schedule of a product plan
- To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks.
- Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users.
- Version Control: Track revisions and updates made to files and navigate between different versions
- Versioning: Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed.
- Views: Create customized project views for internal and external purposes (eg: for customers).
- Visibility: Provides real-time insight into procurement costs within categories, departments or projects
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Visualization: Graphical representation of data or processes
- Web-based Deployment: SaaS, web-based, online deployment
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
- Workflow Management: Create, design and manage workflows for repetitive tasks
- Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments.
- Workspace: Define customizable workspace for teams, departments, and external users.

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## Pricing

Free Version

[View pricing plan details](https://www.capterra.com/p/10023082/OneSuite/pricing/)

Freelancer

$29.00

Flat Rate,Per Month

It includes:

-   Client Portal
-   Unlimited Projects
-   Unlimited Clients
-   Unlimited Invoices
-   Unlimited Documents
-   Upto 3,000 Leads
-   Upto 10 GB Storage
-   Priority Support

Solopreneur

$59.00

Flat Rate,Per Month

It includes:

-   Client Portal
-   Unlimited Projects
-   Unlimited Clients
-   Unlimited Invoices
-   Unlimited Documents
-   Upto 10,000 Leads
-   Upto 30 GB Storage
-   Priority Support

Growing Agency

$149.00

Flat Rate,Per Month

It includes:

-   Client Portal
-   Unlimited Projects
-   Unlimited Clients
-   Unlimited Invoices
-   Unlimited Documents
-   Unlimited Leads
-   Upto 60 GB Storage
-   Priority Support

Large Agency

$239.00

Flat Rate,Per Month

It includes:

-   Client Portal
-   Unlimited Projects
-   Unlimited Clients
-   Unlimited Invoices
-   Unlimited Documents
-   Unlimited Leads
-   Upto 100 GB Storage
-   Priority Support
-   White Label Add-on

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Razorpay](https://www.capterra.com/p/179263/Razorpay/)[

Pabbly Connect](https://www.capterra.com/p/205994/Pabbly-Connect/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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