Powerful CRM Sales Funnel Tool :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing

Integrated CRM

Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Clients/Customers.

Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

Replaces…

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One-Stop Client Management

See and manage all Contact information and resources in one place

Assign Clients to specific Salespersons so that they are private

Assign each Client a “Client Coordinator” as their go-to point of contact

Keep Private or Shared Notes on every interaction with the Contact

Quickly create and manage internal Tasks related to the Client

Upload/Manage/Download all Client Files from their Dashboard

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Client Management + Automations

Add Contacts manually, by import, or by embedding a registration form on your website

Auto-add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Client Circles

Auto-Assign Contacts to a specific Coordinator (point of contact)

Auto-Schedule your Calendar with Prospect/Client follow-ups

Auto-Generate Projects using Project Generators & Task Templates

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Company First Mode

You can enable the “Company First” option if you’re working primarily with Companies as your Clients

If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly

Assign the “Primary Contact”, the person at the Company who receives all notifications and updates

If that person leaves the company, you simply assign a new Primary Contact

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Automate with Client Circles

Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Clients can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Clients from a Circle

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Embed Kickoff Forms on your website

Customize the Kickoff Form with your questions and custom data fields

Easily create Custom Fields on the fly while customizing the Kickoff Form

Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly

Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted

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Deal Stages Pipeline

Track key metrics during a sales process through stages

Four different view styles to choose from to monitor the pipeline from all angles

Drag & drop Deals cards to different stages in a Kanban-style interface

Keep your sales team organized and focused as you track opportunities

Forecast revenue and business growth, and receive insight to drive new initiatives

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Onboarding FLOWs

Automatically trigger a FLOW for a new Client to complete before access to the Portal

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

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Trigger / Actions Automations

Chain several Actions in a row that are triggered automatically

Auto-Add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Client Circles

Auto-Generate Projects using Project Generators & Templates

Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes

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Event Generators & Calendar

Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact

“Set & forget” Events on your calendar for a meeting, send a follow-up email or reach out to Contact

Events are displayed on your Calendar to keep you on track

You can sync your SuiteDash calendar with your Google Calendar

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Client Data Import / Export

Powerful method for updating data fields or creating new custom fields in one operation

‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access

Update everything in one go using the Data Import feature

Export everything in one go using the Data Export feature

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CRM Bulk Edit

Powerful and easy way to update multiple Contacts at one time

You can update just one data field, or many data fields in one operation

Select a Circle(s) and update the data of every Contact in a Circle in one simple operation

A simple, yet powerful tool that saves you time

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I love using SuiteDash. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SuiteDash allows me to acquire leads.

~ Kianja J. via G2