Client Portal Software is what you need. A fully integrated solution is what you get.
“All in One” Business Software Solution
We’ll show you how to use SuiteDash’s integrated tools & pre-built automations to organize your business, collaborate with your team, automate your processes, and delight your clients.
SUITEDASH GIVES YOU ALL THE TOOLS YOU NEED TO SUCCEED
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium sized businesses.
PROBLEM
Unfortunately, many business owners have become incredibly frustrated with software because they’ve spent far too much time & money trying to learn multiple software systems, and then get those multiple systems to work together.
SOLUTION
SuiteDash solves this problem by combining the most commonly used business tools into one cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations.
SuiteDash REPLACES the core functionality of ALL this software
Secure Client Portals
Advanced File Exchange
CRM / Client Management
Appointment Scheduling
Project Management
Time Tracking & Billing
Estimates & Invoicing
Contracts & eSigning
Custom Embeddable Forms
Email & Drip Marketing
Real Time Team Chat
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
Client Relationship Manager (CRM)
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Automatically add follow up Events (from a pre-built template) to your Calendar
Automatically add Contact or Client to an Email List / Autoresponder
Automatically permission Client to access a pre-built set of assets / pages / files via your Client Portal
Client Portal Software
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Automatically assign your Clients permission to view / access one or more content pages
Automatically assign your Clients permission to view / download one file or a set of files
Estimates, Invoices & Billing
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Create Estimates and post for for Clients in your White Label Client Portal. When they approve, the Estimate is converted into a Invoice which they can pay directly in the Portal
Recurring Invoices will generate a new Invoice repeatedly according to your settings, and Clients can see / pay those Invoices directly in the Client Portal
Project Management
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Project Templates allow you to create a new Project with pre-populated Tasks & Due Dates
Recurring Tasks make it easy to setup daily, weekly or monthly tasks without you having to remember to create them
File Sharing
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Quickly and easily share files with clients and staff through granular user-specific permissions, or automatically through “Circle” groups
New file upload automatically triggers email notifications to the corresponding assigned users
Admins will be immediately notified whenever Clients upload files, and the files will be automatically visible upon login
Recurring Billing
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Recurring Invoices will generate a new Invoice repeatedly according to your settings, and Clients can see / pay those Invoices directly in the Client Portal
Recurring Plans allow for Clients to be automatically charged on a set schedule, without the need for a new Invoice each time
Email Marketing
Built in Integrations & Automations
ELIMINATE the need to configure integrations, implement APIs or install widgets to connect with 3rd party software
Automatically add CRM Contacts to various Email Marketing Lists, bringing them into your campaign ecosystem right away
Autoresponders allow you to send automated drip email campaigns to Lists on a preset schedule
“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 via the client portal. 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 client portal software 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.
