For over 10 years, the ThemeWagon team has built some of the most popular admin dashboard templates used by developers worldwide. But OneSuite didn’t start as another template idea. It started with one client’s problem.
A marketing agency in Allen, Texas, bought Phoenix, one of our admin dashboard templates. Later, they came back with a different ask, a CRM and project management system built around exactly how their agency worked: no bloat, just something their team could use every day.
While building it, one question kept coming up: what if this wasn’t just one agency’s problem?
So we talked to more than 70 agency owners across North America, and found the same pattern everywhere: leads in one app, projects in another, contracts and invoices scattered across a dozen more. Plenty of CRMs and project tools existed, but almost nothing was built around the whole client journey, in one place the client could actually see.
That gap became OneSuite.
So, ThemeWagon is launching OneSuite, a client portal and business management platform for freelancers, solopreneurs, and agencies who want to run their clients, projects, communication, and billing from one workspace.
A New Lead Comes In. Then What?
A lead comes in. Your CRM logs it.
The proposal gets signed off. Your contract tool stores it somewhere.
Work starts, and your project tool takes over.
Then come the files, the meetings, the feedback, the invoices, the payments, and the constant client updates.
Every tool does its own job fine.
What none of them handle well is the relationship itself.
So you end up bouncing between apps, re-typing the same info, hunting for a missing file, and fielding questions your clients shouldn’t have to ask in the first place:
Where’s the latest file?
What’s the status?
Did they pay the invoice yet?
Which login do I use again?
What happens next?
Your clients never see the tools running your business.
They just feel how easy, or how frustrating, it is to work with you.
What if the whole client journey lived in one place, from the first inquiry to the final payment?
That’s what OneSuite does. It’s client portal software for agencies, freelancers, and solopreneurs that pulls your leads, projects, contracts, invoices, files, payments, and client conversations into one workspace, and gives every client one simple portal to log into.
One Platform for the Entire Client Journey
Most business tools are built to solve one moment, not the whole journey.
Each one might be great on its own.
The handoff between them is where it falls apart.
OneSuite works differently. Instead of splitting sales, delivery, communication, and billing into separate workflows, it treats the whole client relationship as one connected path:
Lead → Proposal → Signature → Client Portal → Project → Invoice → Payment
Everything happens in the same workspace. With OneSuite you can:
- Win more clients with a built-in CRM and visual pipeline
- Get agreements signed with proposals, contracts, and e-signatures
- Run projects clearly with project management: tasks, files, deadlines, and time tracking
- Get paid faster with professional invoices and online payments
- Give clients a branded client portal that feels like your own product
- Keep everything connected in one client record
The opportunity, the proposal, the contract, the project, the conversations, the files, the invoice: they all live under the same client.
Nothing to export. Nothing to enter twice. No guessing which app has the latest version.
How OneSuite Turns Client Work Into an Organized Experience
OneSuite brings together the tools freelancers, agencies, and solopreneurs already use every day. But the real difference isn’t the number of features. It’s how they connect.
A prospect turns into a client without anyone re-entering their info. A signed proposal becomes the start of a project. Project details flow straight into invoices. Client conversations stay tied to the work they’re about. Everything stays linked from the first conversation to the last payment.
1. Manage Leads and Clients Without a Messy Spreadsheet
A spreadsheet can hold names.
It can’t manage a relationship.
The moment a prospect replies, books a call, asks for a proposal, or loops in another decision-maker, the spreadsheet falls behind.
OneSuite’s built-in agency CRM and lead pipeline gives every prospect a clear stage, a full contact history, a next step, connected conversations, related companies and people, and every opportunity, project, document, and invoice tied to them.
See the Whole Relationship at a Glance
Every client detail lives in one profile, so you can see the full picture in seconds. Each client profile can include:
Instead of digging through your inbox, a spreadsheet, your project tool, and an invoicing app before a client call, you just open one profile.
When a lead becomes a client, nothing gets exported or re-typed. The history just carries over.
2. Keep Projects, Tasks, Files, and Conversations in One Place
Most project tools are built around tasks.
OneSuite’s project management is built around delivering for the client.
A task is rarely just a task. It belongs to a project, which belongs to a client, who might also have a contract, a deadline, a set of files, a conversation thread, and an invoice attached. OneSuite keeps all of that connected and visible.
Run the Whole Delivery Process in One Place
From kickoff to final sign-off, everything stays in the same workspace. You can:
- Build projects from scratch or from templates
- Set tasks, milestones, and deliverables
- Set deadlines, priorities, and owners
- Track time spent on client work
- Store files and briefs right inside the project
- Collect feedback in context
- Track approvals and change requests
- See what’s overdue or stuck
Whether you’re working solo or with a team, you can see at a glance what’s done, what’s in progress, what’s waiting on the client, what’s approved, what’s late, how much time’s gone into it, and what’s ready to bill.
Clients follow along through their own portal instead of sending another “just checking in” email.
Feedback stays attached to the actual work. Files stay where the project is. Decisions don’t get lost after the meeting ends.
You spend less time managing the work around the work.
3. Give Every Client a Branded, Professional Portal
This is where OneSuite really stands out.
Every client gets one login and a branded client portal dashboard. From there they can:
- Track progress
- Review tasks and deliverables
- Approve work or ask for changes
- Get to shared files
- Sign proposals and contracts
- View and pay invoices
- Book meetings
- Send new requests
- Follow updates
Basically, everything they’d normally email you about is already sitting inside their portal.
No digging through old threads.
No asking for another link.
No wondering where a file went.
No confusion about what happens next.
Make It Feel Like Your Own Product
With the white-label add-on, you can run the portal on your own domain, with your logo and your brand colors.
Clients never need to know OneSuite exists behind the scenes. They just see a business that’s organized and easy to work with.
“I have been using it for approximately 5 months to manage my clients’ projects and to assign tasks to my employees. I like how easy and intuitive it is, as you don’t need to explain to your employees where to find their assignments and documents. It is very functional.”
Pedro C., CEO (via G2)
4. Send and Sign Documents Without the Back-and-Forth
Most projects start with a proposal. Then a scope of work. Then an NDA. Then a contract. Then the email asking if they’ve signed it yet.
OneSuite handles all of it in one place: the Document Hub & contract management.
Manage Every Document & Contract From One Place
You can create documents right inside OneSuite, upload ones you already have, send them to one or several signers, collect legally binding e-signatures, track who’s signed and who hasn’t, and keep every signed document linked to the right client.
Need sign-off from both a CEO and a CTO? Just add both as signers on the same document.
Once it’s signed, it stays stored in OneSuite, tied to that client’s profile. You’ll always know:
No printing.
No scanning.
No uploading the same PDF to three different tools.
No separate e-signature subscription for something that should already live with your client data.
5. Send Invoices and Get Paid Without Switching Apps
The work’s done. The client’s happy.
Now you need to get paid.
For a lot of businesses, this is where things get clunky again: digging up billing details, rewriting the project description, adding line items by hand, sending the invoice from a different app, then checking back over and over to see if it’s been paid.
OneSuite skips all of that. Since invoicing sits right next to your clients and projects, the info you need is already there.
Bill From the Same Workspace You Work In
You can create professional invoices, add line items tied to the actual project, send them straight to the client, take payments online, track what’s viewed, paid, or overdue, run one-time or recurring billing, and keep the whole payment history on the client record.
Clients pay right from their portal.
You can see what’s been sent, opened, paid, or still outstanding without leaving OneSuite.
6. Package Any Service, Not Just One-Off Projects
A productized service is a packaged offer: fixed scope, fixed price, fixed timeline.
Clients see exactly what they’re buying. No custom quote. No discovery call.
This isn’t just for one-time work.
Retainers and subscriptions need it more. Predictable monthly revenue only works if the price and scope are locked in ahead of time, not renegotiated every month.
OneSuite’s productized services setup handles both. Charge one-time, monthly, or a hybrid. Add trial periods and tiered plans. Publish it as a link or embed it on your site.
Clients pick a plan, sign, and pay on their own.
The moment they pay, OneSuite creates the project, sends the welcome email, and opens their portal.
No manual onboarding, whether it’s a one-time project or a monthly retainer.
How Do You Manage Clients From Onboarding to Payment?
Features are one thing.
How they connect matters more.
A CRM, a project tool, an e-signature app, and an invoicing tool can each be great on their own. The problem starts when every step needs its own login, its own subscription, and a manual handoff to the next tool.
OneSuite gets rid of those handoffs.
Step 1: Make Onboarding Simple
A client says yes.
That should feel like a win.
Instead, it usually kicks off a whole to-do list:
Set up the client profile.
Draft the contract.
Ask for information.
Build the project.
Upload the files.
Send the first invoice.
Share the links.
Explain which tool does what.
OneSuite turns all of that into one step. Invite the client, and they get an email, set up their login, and land in a portal where their project, files, invoices, meetings, and to-dos are already waiting for them.
What a Client Sees on Day One
There’s less to explain because the setup explains itself.
Clients already know where to go and what’s next. On average, OneSuite users onboard clients about 70% faster.
Step 2: Deliver Work With Less Back-and-Forth
Clients get frustrated when they can’t see progress.
You get frustrated explaining it over and over.
OneSuite fixes both sides of that.
You can scope the project, list deliverables, break work into tasks, set deadlines and priorities, assign responsibility, share progress with the client, ask for approval, and log feedback as it comes in.
When something’s ready, the client reviews it right in the portal. They can approve it or ask for changes. That feedback stays tied to the actual deliverable instead of turning into another email thread.
You end up with a clear trail: what was sent, what they asked for, what changed, what got approved.
That record protects the relationship when memories get fuzzy later.
Step 3: Keep Every Conversation in Context
Adding another messaging app doesn’t make communication easier.
Giving every conversation context does.
In OneSuite, a question about a task stays on that task. Feedback on a deliverable stays with the deliverable. Client emails stay tied to their profile through the built-in email inbox. A new request lands in the same system where it’ll get handled. Files and documents stay linked to the work they belong to.
You’re not digging through email, chat apps, task comments, meeting notes, and shared drives trying to remember what was decided.
Working solo, you always know where a conversation lives. Working with a team, nobody has to forward a thread to catch someone up.
No more “just checking in” emails.
No more decisions buried in someone’s private inbox.
Step 4: See Projects, Payments, and Performance in One View
Your pipeline tells one story. Your project tool tells another. Your time tracker and invoicing app tell two more.
When they’re all disconnected, understanding your own business means pulling exports and building spreadsheets.
[Image: OneSuite timesheet and reporting view for sales, delivery, and billing]
OneSuite gives you one view instead.
You can click from a high-level number straight down to the client, project, task, document, or invoice behind it. Reporting actually means something because it’s tied to real client work, not pieced together from four different tools.
OneSuite in Action
Here’s how different businesses actually use OneSuite day to day.
Freelance Designers and Developers
A freelancer gets a website inquiry. It lands in the pipeline. The proposal goes out. The client signs electronically. The project gets created. The client gets access to their portal.
Through the project, the client checks milestones, grabs files, and leaves feedback right in the portal. Once the final piece is approved, the invoice gets built from the project info that’s already there. The client pays online.
One relationship. One subscription. One place to run it all.
Web Design and Development Agencies
An agency juggling multiple builds, retainers, maintenance contracts, and stakeholders at once gives each project its own tasks, files, deadlines, conversations, documents, and invoices.
Clients review designs, staging links, agreements, and invoices without a mile-long email thread. Recurring invoices go out on schedule. Time gets tracked. Workload stays visible.
The agency gets control. The client gets a clean experience.
Digital Marketing and Creative Agencies
Marketing and creative work moves fast: briefs change, assets need sign-off, reports go out, revisions come back, and invoicing depends on retainers, campaigns, or finished deliverables.
A shared client workspace for marketing agencies and creative teams keeps briefs, tasks, files, approvals, conversations, and billing together. Clients check progress in the portal instead of asking for updates. Approvals happen right where the work lives. Feedback stays attached to the right asset.
The team spends its energy on the work instead of chasing sign-offs across five tools.
Consultants and Solopreneurs
A solo consultant doesn’t need a huge system, but still has to manage leads, agreements, meetings, files, deliverables, and payments like a real business. OneSuite gives that structure without the overhead.
A client can go from first inquiry to signed agreement to delivered work to paid invoice, all in one flow.
Less time on admin, more time on the work, and the client still gets an organized, professional experience.
Built to Fit the Way You Already Work
Switching platforms shouldn’t mean rebuilding your business from zero.
OneSuite connects with the email, calendar, scheduling, storage, and payment tools you already use.
You can move pieces of your client workflow into OneSuite gradually. You don’t have to switch everything on day one.
Switching From Another Platform?
Looking for an alternative to:
- Bonsai
- HoneyBook
- Dubsado
- Assembly
- Moxie
A different client portal? Just a way to cut down on subscriptions?
See how OneSuite compares, and we’ll help you make the move.
Free Migration Support
The OneSuite team will move your client records, projects, invoices, and documents for you. Every paid plan comes with guided onboarding and priority support, so you’re not figuring it out alone.
Simple Pricing Without Per-Client Limits
Good client portal software shouldn’t cost you more every time you land a new client.
OneSuite prices by team members, not by client count.
OneSuite Pricing
The Agency plan works out to as little as $4.26 per person.
Every Plan Includes
Unlimited clients, unlimited projects, unlimited invoices, unlimited documents, client portal access, CRM and lead pipeline, project management, e-signatures, online payments, guided onboarding, and priority support.
Add-Ons
Trial and Billing
If you priced out a CRM, a project tool, an e-signature app, an invoicing tool, and a client portal separately, OneSuite estimates you’d cut software costs by 60–80%.
One workspace for you.
One simple portal for every client.
No credit card needed to try it.
Build a better website With ThemeWagon, Manage your agency smarter With OneSuite
If you’re building sites, dashboards, or products with ThemeWagon templates, shipping the product is only half the job.
Around every build there’s a lead who asked for it, a proposal that scoped it, a contract that set expectations, tasks and deadlines that got it done, feedback that shaped the final result, and an invoice that turned it into revenue.
For more than a decade, ThemeWagon has helped developers, freelancers, and agencies ship dashboards, landing pages, and web apps faster with ready-made templates. Along the way, we kept hearing the same thing: building the product was the easy part. Managing the client around it was where things got messy, spread across too many tools.
That original marketing agency, the one that started all of this, is still running on OneSuite today. You can read their CRM case study and their five-star Clutch review.
That’s why OneSuite pairs naturally with ThemeWagon.
Together, they make running a service business simpler:
Ship faster. Manage better. Deliver a client experience as polished as the work itself.
Start your 14-day free trial or book a demo to see OneSuite in action.
