Projects are more easily handled when they are broken down into methodical, organized steps. SuiteDash lets you create projects that integrate & associate not only the client, but also a powerful integration of staff members, collaborators, files, tasks, notes, reminders, events and more… connected & organized in an intuitive way so that you’re never more than a click or two from your destination.
Integrated CRM Solution
An integrated Customer Relationship Management (CRM) component lets you keep track of all your clients, their relevant information, their position in your sales funnel, and more… And, because SuiteDash also includes Online Project Management and Invoicing, you’ll be able to re-use and re-purpose their info & preferences into those components in an efficient way.
Secure 3D File Sharing
Gives the Site Manager the power to upload files that are exclusively permissioned to a particular client or set of clients. Permits clients to upload files to their Client Portal to be shared with the Admin, Staff or even other Clients, and sends email to chosen users/admins to notify them of the new file upload.
Not only can you easily include your staff in projects, you can quickly assign tasks, set reminders, send alerts, and more… Even better, each action you take can be assigned or permissioned to one, several, most or all users, depending on group or project affiliation.
Easily track & manage tasks using the Interactive Calendar, which allows users to view, edit, & reschedule their existing assigned tasks from one easy interface, & even create new ones. Admins have the additional power to see tasks for all users, giving them full work flow control in a bird’s-eye view.
Proposals & Invoicing
Your invoices and estimates can be generated, customized, delivered and paid all from within SuiteDash, thus eliminating the need to use a separate solution for this task. Keep your invoicing in the same place where your clients, projects & time tracking lives. Make sense, doesn’t it?
Say goodbye to outside Instant Messaging solutions that don’t really serve your needs in an integrated way. SuiteDash uses an innovative messaging system that operates on ‘channels’ thus giving each project, milestone, task, invoice, etc… its’ own stream of messaging. In addition, direct and group messaging is easy and effective.
Private Client Portals
SuiteDash lets you create secure & private Secure Client Portals that let you interact with your Clients & Customers in a modern and sophisticated way. Posting documents, updates, and files to the Client’s Portal lets them login securely to view & respond. No more annoying limitations to size & type of files when trying to share via email.
SuiteDash lets you create an integrated learning center that can be used to train in-house employees or used as a Learning Center for your clients and their staff. Only those with permissions will be able to access the information. Content can include videos, PDFs, Downloadable files, and much more.
Save time. Save money. Stop learning multiple apps. Stop paying for multiple apps.
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Files & Data
Can you rely on SuiteDash?
The top priorities here at SuiteDash are privacy and security. We ensure that all of our customer data is protected, from the initial purchase and registration phase, all the way through to you creating your own client accounts and uploading files. From A to Z, we believe in top-notch security for your data, and the data of your clients and employees.
Your data is automatically replicated in real-time to other servers in the data center, and backed up off-site nightly, with monthly snapshots.
Certified and Compliant
The data center that hosts SuiteDash is SAS 70 Type II certified. In addition, we are PCI DSS compliant and never store credit card information on our servers.
Our servers are hardened and regularly patched with the latest updates to protect against attacks. Physical access to the servers is restricted and controlled.
SSL Secure Sockets Layer Encryption Technology (just like your Online Banking) ensures your data is always secured and never visible to the wrong users.