One Learning Curve.
One Low Price.
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.
SuiteDash REPLACES the core functionality of ALL these tools
Advanced File Exchange
CRM / Client Management
Custom Client On-Boarding
Time Tracking & Billing
Estimates & Invoicing
Contracts & eSigning
Custom Embeddable Forms
Email & Drip Marketing
Real Time Team Chat
How much can you save?
How big is your team now? In the future?
|$20/mo per user||$/mo
|$25/mo per user||$/mo|
|$9.99/mo per user||$/mo|
|$15/mo per user||$/mo|
|$50/mo (Max 500 Clients)||$/mo|
|$20/mo per user||$/mo|
|$55/mo (Max 5,000 Contacts)||$/mo|
|$24/mo (Max 10,000 Submissions)||$/mo|
|$15/mo (Max 1 Calendar)||$/mo|
|$49/mo per user||$/mo|
|$8/mo per user||$/mo|
Total monthly costs to use:
costs much less!
Includes the core functionality of all the software above
Do the math. No. Brainer.
Client Portal is where it starts, but certainly not where it ends. SuiteDash can handle all the needs of your internal team, while also bridging the communication & interaction gap with your Customers & Clients
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
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Clients/Customers.
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
Your Clients & Staff will access your 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.
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
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.
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
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
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
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.
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
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)
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
Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each appointment type, and setup automated actions that happen when a time is booked.
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
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.
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
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 Lists.
We initially chose Suite Dash 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.
Secure Messaging + Live Chat
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.
A Client (or Customer) portal is a cloud-based gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device.
Client portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files and create custom customer journeys to increase retention and reduce churn rates.
Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience for your clients.
That’s why we build SuiteDash.
The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and extremely professional appearance. To achieve this, your organization would typically need to spend a fortune in custom development.
We are a “Community centered” solution. We build what the Community asks for because in this way, we know that you’ll really use and really love what we build.
You can find a features list on our website, but what you really want is to know if we are the best solution for your company – right?
Easy! We’ll let you decide! We have over 600 reviews on G2 and Capterra, you can see them here:
Our live average rating is 4.9/5 and almost all our customers say they’d suggest SuiteDash to their friends.
We prioritize customer satisfaction over everything and constantly develop the tool to be easy to use, but also to become better, faster and more features-rich. SuiteDash is here for the long run, will you join us?
We follow all the best practices to make sure your files are safe all the time.
Our team back-ups the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours.
Not only is our client portal is safe to use, but it’s also HIPAA compliant: https://suitedash.com/wp/hipaa-compliance/
This means you can use the tool even if you are a doctor and need to share private information with your patients, or if you’re an accountant and need to update your terms, or send your clients their self-assessment for the year.
Yes, but it’s so much more! SuiteDash is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business software because it contains multiple toolkits to cover all your needs.
One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform.
Your clients will be able track activity and be updated on their projects, but you can use this client portal for to do a lot more than just that!
For example, they will be able to:
No, it won’t. In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to SuiteDash.
Our solution is completely white label, even on our least expensive plan. Everything your clients experience in your client portal will be using your logo, branding. We also include a White Label Mobile App with your branding for free!