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What is OneSuite?

OneSuite serves as a comprehensive platform designed to support freelancers, agencies, and small businesses in managing their clients, projects, invoices, documents, and leads effortlessly. It merges functionalities such as CRM, lead management, project oversight, invoicing, and contract handling into an intuitive interface. With OneSuite, users can effortlessly track leads, oversee projects, collaborate with clients, manage invoicing, and digitally sign contracts, all from a single location. The client portal enhances communication, while features like invoice duplication, payment integration with Stripe, and automated workflows contribute to a more streamlined operational process. Whether you are a solo entrepreneur or leading a burgeoning business, OneSuite empowers you to maintain efficiency and professionalism while concentrating on your growth objectives. By embracing OneSuite, you can revamp your workflow and enhance your productivity starting today!

What is Clientivity?

Clientivity is an integrated platform designed to simplify the management of service-based businesses by automating critical workflows and centralizing client interactions. From project management and time tracking to invoicing and client communication, Clientivity offers a comprehensive suite of tools to streamline operations. It allows businesses to manage multiple projects and clients simultaneously while ensuring that administrative tasks, such as invoice generation, payment reminders, and contract management, are handled automatically. The platform also includes a self-service portal where clients can review and approve quotes, track project progress, and make payments, reducing friction and enhancing the client experience. Clientivity’s powerful automation and easy-to-use tools make it an ideal solution for service professionals who want to focus more on delivering value to clients and less on administrative overhead. With features like smart billing, e-signatures, and real-time engagement tracking, Clientivity helps businesses scale, improve cash flow, and ensure accurate financial reporting.

Media

Media

Integrations Supported

Pabbly Connect
PayPal
PayPal Checkout
Razorpay
Stripe

Integrations Supported

Pabbly Connect
PayPal
PayPal Checkout
Razorpay
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Start from $29/month
Free Trial Offered?
Free Version

Pricing Information

$19/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Technext

Date Founded

2012

Company Location

United States

Company Website

onesuite.io

Company Facts

Organization Name

Clientivity

Date Founded

2024

Company Location

United States

Company Website

clientivity.io

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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