Client Portal Software
+
The “Swiss Army Knife” of Business Software
Save 20+ Hours each Week via Automation
UNLIMITED Staff & UNLIMITED Clients
100% White Labeled w/ your brand
FREE Mobile App w/ every account
Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients.
One login. One platform. One low price. Unlimited potential 🚀
Consolidate your processes & save BIG on software costs
16 powerful business tools for the price of ONE!
SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to your expensive & inefficient jumble of “one-trick pony” software.
Automated CRM
Automated CRM
Effortlessly Manage Relationships
Centralize information and communication, automate repetitive workflows, and ensure you never miss a follow-up. Simplify both Client and Staff management while staying organized and saving valuable time, so you can focus on growth and delivering exceptional service.
Onboarding
Onboarding
Simplify Client Start-Up Steps
Welcome new Clients and Staff with clarity and professionalism through automated onboarding workflows. Eliminate confusion, reduce manual tasks, and create a consistent, engaging experience that ensures your clients feel valued and prepared from the very first interaction.
Client Portal
Client Portal
Empower 24/7 Client Access
Provide your Clients with a secure, self-service portal for file sharing, progress updates, and communication. Save time by reducing unnecessary emails and offer an elevated, always-available experience that builds trust and strengthens client relationships across your offerings.
EXTREME White Label
EXTREME White Label
Full Focus on Your Brand
Take full control of your brand with customizable, White Labeled tools and interfaces. Deliver a consistent, professional experience that reinforces your unique identity while providing cutting-edge solutions that your Clients and Staff will trust and value.
Digital Marketing
Digital Marketing
Optimize Your Campaign Results
Streamline your digital marketing efforts by managing your Target Audience, automating follow-ups, and tracking performance metrics – all from one platform. Increase efficiency, ensure no opportunities are missed, and maximize the return on your marketing campaigns.
Appointment Scheduling
Appointment Scheduling
Manage Time Without Stress
Enable effortless booking of appointments while eliminating scheduling conflicts. Automated calendar syncing, reminders, and custom booking options ensure a seamless scheduling experience for your Clients and reduce administrative overhead for everyone on your team.
Digital Dynamic Proposals
Digital Proposals
Stand Out to Secure Deals
Create dynamic, interactive proposals tailored to both your need and your clients’ needs. Impress with sleek designs, simplify the approval process, and significantly improve your chances of closing deals. Make your proposals a key factor in winning new business.
Billing + Packages
Billing + Packages
Simplify Payment Collection
Automate billing processes, manage subscriptions, and offer flexible package options to clients. When you streamline invoicing, reduce payment delays, and ensure accurate records, you have more time to focus on what matters most – your business and clients.
Contracts & eSignature
Contracts & eSignature
Speed Up Agreements
Transform your document signing process with digital eSignature capabilities. Manage Document signing while maintaining compliance and reducing paperwork. Ensure every agreement is professional and legally binding.
Project & Task Management
Project Management
Align Teams and Stay On Track
Organize tasks, assign responsibilities, and track progress across projects with ease. Collaboration tools keep your team aligned, meet deadlines, and eliminate confusion with tools designed to ensure every project runs smoothly from start to finish.
Payments + Subscriptions
Payments + Subscriptions
Automate Recurring Revenue
Simplify how you manage recurring payments and one-time charges with integrated tools. Automate invoicing, monitor transactions, and ensure timely payments, giving you predictable cash flow and freeing you from manual billing tasks.
File Exchange
File Exchange
Secure File Sharing Made Easy
Offer a streamlined and encrypted way to share and collaborate on files with Clients or team members. Keep sensitive information secure, avoid email clutter, and ensure all necessary documents are organized and easily accessible within your platform.
Learning Management (LMS)
Automated LMS
Deliver Training, Empower Success
Create and deliver custom training programs or courses that engage your Clients and team. Track progress, provide certifications, and build expertise—all within a platform that ensures professional delivery and consistent learning experiences.
Support Tickets
Support Tickets
Centralize Customer Support
Enhance Client satisfaction by resolving issues efficiently using a ticketing system that tracks, prioritizes, and organizes inquiries. Deliver quick, effective resolutions that keep Clients happy and reduce the stress of managing customer support.
Interactive Community
Interactive Community
Foster Collaboration Easily
Build a thriving Community where Clients or team members can connect, share ideas, and engage in meaningful discussions. Encourage collaboration, provide support, and cultivate relationships in a space tailored to your brand and audience.
Secure Messaging
Secure Messaging
Keep Communication Private
Communicate securely and professionally with fully encrypted messaging. Ensure Client confidentiality, reduce reliance on email, and provide a streamlined way to discuss sensitive topics with the confidence that all data is protected and accessible.
The Swiss Army Knife of Software
SuiteDash AUTOMATES Manual Tasks Across ALL these Tools
Client Portal Software
Advanced File Exchange
CRM / Client Management
Advanced Form Builder
No-Code Automation Builder
Custom Client On-Boarding
Appointment Scheduling
Project Management
Time Tracking & Billing
Cloud-Based Proposals
Estimates & Invoicing
Documents & eSigning
LMS Learning Management
Support Tickets
Email & Drip Marketing
Real Time Team Chat
How much can you save?
How big is your team now? In the future?
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costs much less! Includes the core functionality of all the software above |
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Do the math. No. Brainer.
CRM & Client Portal is where it starts, but certainly not where it ends.
- CRM & Client Portal is just the beginning — SuiteDash goes far beyond traditional expectations to deliver a complete, scalable automated business solution.
- Break free from per-client or per-staff pricing that punishes your growth; SuiteDash uses a revolutionary UNLIMITED pricing model instead.
- Add unlimited team members, clients, or projects without ever increasing your subscription cost — scale freely and confidently.
- Say goodbye to surprise pricing tiers and enjoy a predictable pricing structure that can save you thousands each year.
- Whether you manage 10 clients or 1,000, your investment remains the same — SuiteDash grows with you at no extra cost.
- Stop letting pricing models slow you down — embrace true #SuiteFreedom with SuiteDash’s UNLIMITED model and unlock your business potential.
We built this for you!
SuiteDash was designed from the ground up to be powerful yet flexible so that you can adapt it to fit your unique needs. Our tools talk to each other right out the box, and not only that, they can also “trigger” each other in super-powerful ways that let you AUTOMATE workflows, on-boarding and next actions. Imagine that feeling of gratification knowing that your Automations are working in the background while you sit peacefully and sip your coffee 🙂
Click a Tile to See how SuiteDash handles your ENTIRE Customer Journey
Digital Agency
Marketing / SEO
Coaching
Accounting / CPA
Legal / Attorney
Consulting
Financial Advisors
Insurance
Bookkeeping / Tax Prep
Travel Agencies
Real Estate
Non-Profit
Sports / Fitness
Virtual Assistants
Construction / Property
eCommerce
Education / School
Event Space / Conference
Health Care / Therapy
Influencer / Content Creator
Didn’t see your niche? Don’t worry, SuiteDash adapts to ANY type of business or organization!
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.
CRM + Automation
Automate Lead Generation, Onboarding & Key Processes
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
Embed Kickoff Form on your website
Unlimited Custom Fields in CRM
Customize the Client Portal experience
Automate your Onboarding process
Create Funnel/Landing Pages to suit
Replaces…
So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.
White Label Portal + Mobile App
Customize the Client Portal experience with your URL, Logo & Colors
Your Clients & Staff will access your Client Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.
Portal can be setup on your URL
White Label Mobile App is included
Fully Branded Login Page
Fully White Labeled email notifications
Users never see the SuiteDash brand
Replaces…
I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.
Onboarding + Custom Dashboards
Client’s unique data is dynamically merged into their assigned Custom Dashboard
Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
Assign Unique Dashboards to Clients
Clients Only See Their Own Data
Custom Staff Dashboards for Teams
Use Powerful Built-In Dashboard Tools
Replaces…
I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.
Invoicing + Subscriptions
Get paid Online + Subscription Payments + Membership Site
A complete Client Portal solution for sending invoices & receiving payments + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
Quickly create Invoices that can be paid online
Auto-convert Estimates to Invoices
Invoice both ‘One Time’ & Subscription items
Clients can manage & cancel Subscriptions
Securely store ‘Payment Methods on file’
Replaces…
I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.
LMS Learning + Monetization
Integrate Learning into your Business
Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.
Build Courses for Clients & Teams
Easy Drag & Drop Course Builder
Lock Lessons Until Tasks Complete
Embed Videos, Charts & More
Create Multiple Course Products
Replaces…
We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.
Client Onboarding + Member Access
Onboarding Clients on Autopilot
Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!
Start onboarding with Kickoff Forms
Auto-progress Prospects by steps
No-Code Automations for Autopilot
Route users based on their answers
Built to match your unique workflow
Replaces…
I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.
Cloud File Storage + Transfer
Securely storing, sending and sharing files has never been easier.
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
Client files are securely insulated
Integrate file(s) upload into onboarding
Use File Requests to ask Clients to upload
Send/Share files of any size to anyone
Shared Folders are powerful & flexible
Replaces…
We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.
Cloud Proposals + eSigning
Send beautiful Proposals online & Prospects can easily review & accept
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)
Proposal are viewed & eSigned online
Prospect/Client does not need to log in to view
Auto-generate Invoice when Client accepts
Templates prevent repetitive work
Signature is documented & 100% legal
Replaces…
The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!
Appointment Booking + Automations
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website
Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.
Use with Your Entire Team
Let Leads Book from Your Website
Share a Custom ‘Book Me’ Page
Sync with Your Google Calendar
Admins Can Book for Others
Replaces…
All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!
Projects + Templates + Automation
Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
Task Templates & Generators eliminate repetition
Design a workflow, then automate the steps
Task timers allow for granular time tracking
Easily convert tasks/projects into Invoices
Kanban boards simplify organization
Replaces…
I am using this software for billing, client onboarding, organizing, and structuring client tasks. This software is basically running half of my business for me. I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. Now, I no longer need at least 6 different apps that I was originally using!
Email Marketing + Drip Campaigns
Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
Add via Form or Manual Entry
Send Now or Schedule Campaigns
Save & Reuse Campaign Templates
Import Subscribers Using CSV
Track Opens & Click-Throughs
Replaces…
We appreciate all the tools it includes (apps), it’s a one stop app that replaces many others. And replaces them well. A very complete app to manage client’s, proposals, contracts, billing, invoices, communications, project management, tasks, etc.
E-Signing + Contracts
Dynamically Generate Documents for e-Signing
Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.
Auto-fill Docs with Dynamic Data
Auto-send Docs for eSign & Review
Full Audit Trail w/ IP Tracking
View, Sign & Complete Documents
Run Actions After Docs Are Signed
Replaces…
The intuitive interface of this platform makes it a breeze to navigate, and the learning curve is minimal. However, what truly sets this platform apart is the exceptional customer support. Whenever we’ve had questions or needed assistance, their support team has been responsive and knowledgeable. It’s clear that they value their customers and are committed to helping us succeed. Considering the breadth of features and functionalities the platform offers, it represents exceptional value for money. It has eliminated the need for us to subscribe to multiple separate tools, saving us both time and resources.
Support Tickets
Streamline your Customer Support workflow!
Use Custom Inboxes, Priorities & Tags to define your internal systems, processe, and escalation procedures to ensure that tickets are handled according to your business requirements. Powerful Permissioning lets you control exactly which Staff members can view and respond to support requests.
Support Channel in Your Portal
Use Inboxes, Priorities & Tags
Filter & Search to Find Tickets Fast
Auto-Create Tickets via Email
Control Staff Ticket Permissions
Replaces…
We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.
Interactive Communities
Discussion Forums designed to streamline interaction and encourage Member participation
Create multiple unique Communities w/ any number of Public and Private Spaces to facilitate targeted engagement and interaction. Access to the Community and Private Spaces can be automated and monetized. Communities can be added to any Plan via the Community Power-Up.
Unlimited Members & Spaces
Auto-Assign to Spaces & Groups
Threads, Polls & Announcements
Assign Staff as Moderators
Monetize with Communities
Replaces…
The intuitive interface of this platform makes it a breeze to navigate, and the learning curve is minimal. However, what truly sets this platform apart is the exceptional customer support. Whenever we’ve had questions or needed assistance, their support team has been responsive and knowledgeable. It’s clear that they value their customers and are committed to helping us succeed. Considering the breadth of features and functionalities the platform offers, it represents exceptional value for money. It has eliminated the need for us to subscribe to multiple separate tools, saving us both time and resources.
Secure Messaging + Live Chat
Communicate in a secure & organized way
Your own Private & Secure Messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.
HIPAA Compliant Secure Messaging
Clients can send Messages to you
Control who in your org Clients can message
Organize with unlimited Folders
Live chat w/ Direct Messages & Channels
Replaces…
F.A.Q.s
What is a client portal?
A client portal is a secure, cloud-based platform that provides access to digital files, services, and information via the internet, available on both desktop and mobile devices.
It streamlines communication through private messaging, integrates CRM for client management, enables secure file sharing, and supports tailored customer experiences to boost retention and minimize churn.
How can I use a client portal?
Manual email chains and repetitive client responses are time-consuming and often clunky.
Enter SuiteDash: a CRM + client portal engineered for seamless, professional client interactions, eliminating the need for multiple tools or costly custom builds.
With SuiteDash, you deliver a polished, flexible experience that saves time and elevates your brand, all from one intuitive platform.
What makes SuiteDash unique?
SuiteDash is community-driven—we build features our users want, ensuring you get tools you’ll love and actually use.
Wondering if we’re the right fit? Check out our 600+ reviews averaging 4.9/5 on G2 and Capterra:
Rated #1 Client Portal by Business Solutions
Our support team responds to tickets in under 10 hours on average (usually faster), ensuring you’re never left hanging.
Our customers rave about us, and we’re obsessed with making SuiteDash faster, smarter, and packed with features you need to succeed. Ready to join the party?
How secure is SuiteDash? Is it HIPAA compliant?
Security is our priority. SuiteDash employs industry-best practices to keep your data safe, with multiple daily backups and a robust system to handle any issues, big or small.
Plus, SuiteDash is HIPAA compliant, making it ideal for healthcare professionals, accountants, or anyone handling sensitive data. Learn more: HIPAA Compliance.
Does SuiteDash include project management?
Absolutely—and it’s just the start! SuiteDash is an all-in-one business platform, combining a CRM & client portal with a full suite of tools to replace multiple subscriptions.
Clients can track projects, but that’s not all. They can also:
- Upload and access files securely (think Dropbox, but more integrated into your workflows)
- Send private messages (say goodbye to email overload)
- Sign documents digitally (no need for extra tools)
- Pay invoices seamlessly (all major gateways, zero fees from us)
- Explore custom pages (perfect for membership-style portals)
One platform, endless possibilities.
Will SuiteDash overshadow my brand?
Not a chance! SuiteDash is fully white-labeled, even on our most affordable plan, so your clients only see your branding, logo, and style.
We even throw in a free white-labeled mobile app with your branding, ensuring a consistent, professional experience across all devices.
Consolidate your workflows & save BIG on software costs
SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.
Automated CRM
Onboarding
Client Portal
EXTREME White Label
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments + Subscriptions
File Exchange
Learning Management (LMS)
Support Tickets
Interactive Community
Secure Messaging
Award Winning Software