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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 FirmTamer?

All of your clients, contacts, and projects can be managed in a centralized location. This ensures that every team member can easily monitor all their clients, contacts, projects, and tasks from one platform. You have the option to utilize the kanban board or the client interface to make notes and track time as you manage your tasks. Task management works hand-in-hand with the tracking of billable, non-billable, and administrative hours. Billing by the hour is straightforward, as you can assign time directly to invoices. Invoices can be sent directly from the application via email to clients. Additionally, clients have the convenience of making payments online through our payment portal or through our cost-effective merchant services account. You can analyze profitability for each client, project, and task through graphs, summary reports, and detailed reports. This system provides real-time insights into the profitability and productivity levels of each team member, ensuring that you are always informed about your team's performance. Overall, it streamlines workflow and enhances efficiency across the board.

Media

Media

Integrations Supported

QuickBooks Online
Airwallex
Authorize.Net
Gmail
GoCardless
Microsoft Outlook
Pabbly Connect
PayPal
Razorpay
Square 9
Stripe

Integrations Supported

QuickBooks Online
QuickBooks Desktop Pro

API Availability

Has API

API Availability

Pricing Information

**Starting Price:** $7/user/mo
Pro: $9/user/month, or $7/user/month billed annually. Includes unlimited clients, projects and invoices, a client portal, and priority support. No hidden fees. 14-day free trial, no credit card required.
Free Trial Offered?

Pricing Information

$29 per month
$10 per month for each additional user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

OneSuite

Date Founded

2024

Company Location

2810 N Church St, Wilmington, Delaware 19802, United States

Company Website

onesuite.io

Company Facts

Organization Name

FirmTamer

Date Founded

2020

Company Location

United States

Company Website

www.firmtamer.com

Categories and Features

Project Management

Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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