OneSuite - Showcase Project

OneSuite is a cloud-based software designed specifically for digital agencies. It aims to be your central hub for growth, streamlining everything from client management and projects to communication and invoicing.

Built by agency veterans, OneSuite understands the challenges of juggling multiple platforms and losing valuable data.  They offer a unified platform to manage all aspects of your agency in one intuitive interface. This eliminates wasted time switching between apps and siloed information, giving you clear visibility and effortless control.

Here's what OneSuite offers:

• Manage Everything in One Place: Consolidate your work for multiple clients and businesses under one platform, reducing software juggling and boosting efficiency.
• Enhanced Focus: Free yourself from organizational headaches and focus on strategic growth for your agency.
• Simple and Powerful CRM: Simplify your sales pipeline with user-friendly tools to capture, manage, and convert leads, potentially doubling your conversion rate.
• Integrated Project Management: OneSuite provides everything you need to manage projects seamlessly, including Kanban boards, milestone tracking, and task templates, leading to increased productivity and client satisfaction.
• Centralized Document Hub: Streamline your legal and creative workflows with a powerful document hub. Create, manage, and e-sign NDAs, proposals, quotes, agreements, and any other type of document using features like templates and cloning. This saves time, improves security, and ensures consistency across your projects.
• Client Portal for Open Collaboration: Build trust and collaboration with a transparent hub for project updates, documents, and communication, increasing client transparency and fostering stronger relationships.

Features of Onesuite

Client Management:

• Consolidated Client Data: Manage all client information in a central hub, eliminating scattered data and simplifying access.
• Client Portal: Foster trust and transparency with a dedicated client portal for project updates, document sharing, and easy communication.

Project Management:

• Task Templates: Save time and ensure consistency with task templates. Reuse task template for similar project requirements. 
• Kanban Boards & Task Management: Visualize project progress with Kanban boards, and keep tasks organized with clear assignments and deadlines.
• Milestone Tracking: Set clear milestones and track progress effortlessly to ensure projects stay on target.

Sales & Lead Generation:

• User-Friendly CRM: Simplify your sales pipeline with intuitive tools to capture, nurture, and convert leads effectively.
• Lead Prioritization & Reminders: With prioritization tools and built-in reminders, you can focus on the most promising leads and close deals faster.
• Sales Pipeline Insights: Gain valuable insights into your sales pipeline, allowing you to make data-driven decisions and improve forecasting.

Document Management:

• Centralized Document Hub: Store, manage, and access all project documents (proposals, NDAs, contracts, etc.) securely in one location.
• Templates & Cloning: Create documents quickly and consistently using pre-built templates and a handy cloning feature.
• E-Signatures: Ensure the validity and enforceability of agreements with secure electronic signatures.

Invoice Management:

• Effortless Invoice Creation: Generate professional invoices directly within OneSuite, saving time and streamlining your billing process.
• Flexible Payment Options: Offer clients convenient payment options through integrations with Stripe payment gateways.
• Invoice Tracking: Track outstanding invoices and client payment history effortlessly, ensuring you get paid on time.

Additional Features:

• Unified Platform: Eliminate the need for multiple tools by managing everything – clients, projects, teams, proposals, contracts, invoices – within a single interface.

Enhanced Focus: Free yourself from organizational headaches and dedicate more time to strategic growth for your agency.