Business Management & Client Portal Software
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.
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
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
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
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
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’
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
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
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
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
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
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
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
“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.
