Fully Branded & Addictively Productive

Business Management & Client Portal Software

HIPAA_BAR_1

A complete software platform that helps organize & automate your day to day business tasks

One platform. Everything you need.

CRM, Client Portals, Project Management, Time Tracking, Invoicing & Online Payments, Email Marketing, Integrated Live Chat & 100% White Label Branding. Everything you need to generate leads, boost sales, get paid and communicate with your team and your clients.

Eliminate inefficiency & wasted effort

Remove the barriers to your data, and boost efficiency. All parts of SuiteDash share the same data. No more copy, paste or duplicate entries. Don’t spend your valuable time with other software trying to force multiple systems to work together.

Bank Level Security & Encryption

All data to and from SuiteDash is fully encrypted, and every file you store on our servers is encrypted at rest, which means they are 100% secure. Your clients can securely pay their invoices or setup recurring billing directly on the platform.

Everything you need to generate leads, close prospects, boost efficiency, get paid and communicate with your team and your clients.

Secure Client Portals

Secure Client Portals

Clients can view Tasks, pay Invoices, read Private Messages, share Files, and much more, all from your branded environment, and only after you invite them

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CRM-Sales-Tool

CRM Tracking Funnel Tool

Track every Lead, Prospect, and Client in the sales funnel, and schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks

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Project-Management

Project Management

View the workload for all of your Projects, and manage Clients, Files, Tasks, and Team Members all in one place, with nothing ever being more than a few clicks away

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Integrated-Calendar

Integrated Calendar

View and edit all of your assigned Tasks, as well as the Tasks assigned to your various Team Members and your Clients, and even create new Tasks right from the Calendar

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Estimates-&-Invoicing

Estimates & Invoices

Easily build out Estimates and Invoices to send to your Clients on a one-time or recurring basis, using from scratch or pre-created ‘Items’, ‘Taxes’, and ‘Discounts’

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Time-Tracking-&-Billing

Time Tracking & Billing

Allow Team Members to track how much time they spend on a certain Task or Project, and turn those Timers into billable items that you can then add to a Client’s Invoice

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Collaborative-File-Sharing

File Sharing & Exchange

Upload files of nearly any type or size, and easily assign those files to various Clients and Team Members in your installation, with granular permission control for each

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Client Proofing Approval Tool Software

Proofing & Approval Tool

Get immediate feedback from your Clients regarding specific Tasks and items inside of a Project, with intuitive statuses and areas for comments and feedback

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Email Marketing Drip Campaign Portal

Email & Drip Marketing

Send scheduled email blasts to your many leads and customers at once using Email Campaigns, or reach out to them automatically with custom Autoresponders

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Attorney Lawyer Law Office Matter Management

Private Messaging

Communicate seamlessly with teammates, staff members, clients and other users privately and securely, one-on-one or in group messages that you control

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Integrated Live Chat Client Software

Live Direct & Group Chat

Communicate with your internal staff members, both on a one-on-one basis, as well as in designated group channels, in chat windows that are always just a click away

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White Label Client Portal Intranet

White Label Branding

Completely re-brand the SuiteDash environment (login page, email notifications, even the URL) with your own company styling, for your internal staff and clients

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“We now have the tools to stay organized even when things get hectic. Our project team works in sync in the office, and our guys in the field are able to provide info and mark items complete using the mobile app. When those items are complete, we send an invoice. What used to be forgotten, is now done, invoiced, paid and we are on to the next thing.”

— Amanda

“We made the switch, and now we are all much happier in this environment. Using software before always felt like maybe it was more work than it was saving us, but SuiteDash is different. Logging in to one place, using automated tools and reducing bloat… it’s easy to get used to. And the support is really good to boot.”

— Alexandria

“None of my clients see the name “SuiteDash” anywhere, so they all think I’m paying big money for this custom-built solution that took weeks to develop, but I’m actually paying a reasonable monthly fee and it only took a few minutes to setup! I can’t recommend SuiteDash highly enough!”

— Matip L.