Migrate your OneSuite data
All-in-one agency management platform combining CRM, projects, invoicing, and client portals into a single subscription. Targets digital agencies and service businesses that are replacing multiple point solutions.
In its favor
Why people choose OneSuite
The signal that keeps OneSuite on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Agencies consolidate multiple subscriptions—CRM, project management, invoicing, and client portals—into one platform rather than paying for five separate tools that do not share data.
The client portal gives agencies a white-labeled, professional interface to share project updates and invoices without requiring clients to access the full platform.
Reviewers consistently describe OneSuite as easy to use and efficient for managing projects and clients in the same workspace, reducing the learning curve for small teams.
Users cite the unified client directory as a standout feature, centralizing contact details, project history, and financial records in one searchable location.
Digital agencies handling end-to-end service delivery benefit from integrated invoicing with Stripe and Quickpay, eliminating the need to open a separate accounting tool.
Limited customisation options restrict tailored workflows for teams with non-standard agency processes.
Mobile app lacks key functionalities present in the desktop product, limiting field/remote work scenarios.
Reporting tools are basic — depth and flexibility lag behind dedicated PSA or BI tools.
Performance issues emerge with large data volumes (high project count, long history retention).
Workflow automation primitives are minimal — teams that automate heavily on Monday.com or ClickUp find OneSuite restrictive.
Reasons to switch
Why people leave OneSuite
The recurring reasons buyers give for replacing OneSuite. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where OneSuite fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
OneSuite pricing overview
OneSuite uses per-seat pricing across three published tiers ranging from $29 to $149 per month, with team size as the primary gating factor. The Freelancer and Solopreneur plans cap leads at 10,000; the Growing Agency plan lifts this cap and doubles storage. Enterprise pricing is available via direct sales contact.
Freelancer
Tier 1 of 4
$29/month (~$5.80/user/month)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on OneSuite's schedule — see our quote-based pricing →
What gets migrated
OneSuite object support
Object-by-object support for OneSuite migrations. Per-pair details surface during scoping.
Clients
Fully supportedClient is the central entity in OneSuite's model, holding contact details, company info, social links, revenue data, and ICP status. We map this 1:1 to the destination Contact or Account object, preserving all standard fields and custom field slugs as custom properties.
Projects
Fully supportedProjects link directly to Clients and contain tasks and milestones. We map Projects as first-class objects and reconstruct the Client-to-Project relationship during migration. All standard project metadata is carried over.
Leads
Fully supportedOneSuite separates Leads as a distinct pipeline object with stages, source attribution, and scoring. We preserve the full pipeline structure and map each Lead to the destination system's equivalent CRM object, flagging any custom stage names that require reconfiguration.
Invoices
Mapping requiredInvoices reference Clients and contain line items, tax rates, payment status, and currency. We map all standard invoice fields but flag records with complex multi-currency or custom tax configurations that require destination-specific adjustments.
Documents
Mapping requiredDocuments can be associated with Clients or Projects. We transfer document metadata (name, type, URL) but do not migrate binary file content directly; we flag any Documents exceeding tier storage limits so they can be handled as a separate step.
Files
Mapping requiredFiles attach to Projects, Tasks, or Invoices. We map file metadata and URLs but flag records approaching or exceeding plan storage caps (30 GB Freelancer, 60 GB Growing Agency) so the customer can review before import.
Custom Fields
Mapping requiredCustom fields are flattened directly onto entities with their original slug as the key (e.g., field-slug-1), not nested in a customFields object. We preserve this slug-based structure in the destination system and remap each slug to the equivalent custom field name.
Members
Fully supportedMembers are team users assigned to Projects, Clients, and Invoices. We map Members to the destination Owner or User object and preserve assignment relationships across all linked entities.
Templates
Mapping requiredTemplates exist for Projects and Documents. We migrate template metadata and field structure but note that template automation logic (workflow triggers, auto-assignment) cannot be replicated automatically and must be rebuilt in the destination system.
Pipeline Stages
Mapping requiredLead pipeline stages are user-defined and vary by agency. We map stage names and order but flag any stages with custom automation or scoring rules that require manual reconfiguration in the destination CRM.
| Object | Support | Notes |
|---|---|---|
| Clients | Fully supported | Client is the central entity in OneSuite's model, holding contact details, company info, social links, revenue data, and ICP status. We map this 1:1 to the destination Contact or Account object, preserving all standard fields and custom field slugs as custom properties. |
| Projects | Fully supported | Projects link directly to Clients and contain tasks and milestones. We map Projects as first-class objects and reconstruct the Client-to-Project relationship during migration. All standard project metadata is carried over. |
| Leads | Fully supported | OneSuite separates Leads as a distinct pipeline object with stages, source attribution, and scoring. We preserve the full pipeline structure and map each Lead to the destination system's equivalent CRM object, flagging any custom stage names that require reconfiguration. |
| Invoices | Mapping required | Invoices reference Clients and contain line items, tax rates, payment status, and currency. We map all standard invoice fields but flag records with complex multi-currency or custom tax configurations that require destination-specific adjustments. |
| Documents | Mapping required | Documents can be associated with Clients or Projects. We transfer document metadata (name, type, URL) but do not migrate binary file content directly; we flag any Documents exceeding tier storage limits so they can be handled as a separate step. |
| Files | Mapping required | Files attach to Projects, Tasks, or Invoices. We map file metadata and URLs but flag records approaching or exceeding plan storage caps (30 GB Freelancer, 60 GB Growing Agency) so the customer can review before import. |
| Custom Fields | Mapping required | Custom fields are flattened directly onto entities with their original slug as the key (e.g., field-slug-1), not nested in a customFields object. We preserve this slug-based structure in the destination system and remap each slug to the equivalent custom field name. |
| Members | Fully supported | Members are team users assigned to Projects, Clients, and Invoices. We map Members to the destination Owner or User object and preserve assignment relationships across all linked entities. |
| Templates | Mapping required | Templates exist for Projects and Documents. We migrate template metadata and field structure but note that template automation logic (workflow triggers, auto-assignment) cannot be replicated automatically and must be rebuilt in the destination system. |
| Pipeline Stages | Mapping required | Lead pipeline stages are user-defined and vary by agency. We map stage names and order but flag any stages with custom automation or scoring rules that require manual reconfiguration in the destination CRM. |
Gotchas
What to watch for in OneSuite migrations
Issues we've hit on past OneSuite migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented bulk API forces CSV or JSON UI import for migrations
Storage tier caps apply to imported file content and attachments
API custom field flattening requires slug-aware remapping
Lead count capped on lower tiers may require plan upgrade before migration
| Severity | Issue |
|---|---|
| High | No documented bulk API forces CSV or JSON UI import for migrations |
| Medium | Storage tier caps apply to imported file content and attachments |
| Medium | API custom field flattening requires slug-aware remapping |
| Medium | Lead count capped on lower tiers may require plan upgrade before migration |
Leaving OneSuite?
Where OneSuite customers move next
12 destinations OneSuite can migrate to.
How a OneSuite migration works
Four steps, OneSuite-specific
Connect
Not publicly documented into OneSuite. Scopes limited to read-only on the data we move.
Map
We translate OneSuite-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate OneSuite quirks before production.
Migrate
Full migration with OneSuite rate-limit handling. Rollback available throughout.
FAQ
OneSuite migration FAQ
Answers to the questions buyers ask most during OneSuite migration scoping. Not seeing yours? Book a call.
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Migrate OneSuite.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your OneSuite setup and destination — written quote back within a business day.