Business Management & Client Portal Software
Imagine having a single software tool that can help you manage, organize & maximize your day to day business tasks
See how SuiteDash will help you GET things done!
Fully Functional CRM Sales Tracking & Followup Tool
Email Marketing Tool : Email Blasts & Autoresponders
Client Login Portal for exchanging Files & Documents
100% White Label Branding : Clients will see only YOUR Brand
CRM Sales Tool
- Enter every lead into the sales funnel, & schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks.
- Contact specific ‘Notes’ can be private, optionally shared with just a few users (sales team), or with the entire organization. These notes keep a history of context for each prospect, allowing others to catch up & follow up if needed.
- Track notes and events related towards a specific monetary target using ‘Goals’.
- Easily generate a ‘Story’ about a specific company or contact, & you’ll view a timeline report of every action or note related to that entity, along with relative details.
- Choose to send welcome emails to clients right away, or hold off until you have your portal just right.
Email Marketing
- Create mailing ‘Lists’ manually, via CSV import, or simply generate a list based on your sales leads, prospects and/or clients
- Send Email blasts using a 3rd party SMTP provider like Sendgrid, Mailgun, SendinBlue or MailJet. These ‘whitelisted’ mail services help ensure your emails are not filtered as spam.
- ‘Templates’ make repeating your email marketing easy. You can have as many different templates as you like, and choose which to use as you create each ‘Campaign’
- ‘Schedule’ email blasts to be sent at any time, or you can send them immediately
- Eliminate the need for a 3rd party Email Sender like Mailchimp, Constant Contact or GetResponse.
Secure Client Portals
- Create private and secure areas on your site that are uniquely permissioned to only a specific client or group of clients.
- Use our powerful page editor to create custom Client Portal pages visually, or with custom HTML.
- Embed tables, videos, images, links and other resources into Client Portal pages with ease, no coding knowledge required.
- Create as many Client Portal pages as desired, and assign them however you like to one, some, or all clients.
- When your clients login, they can access all of their assigned private pages containing any information and resources you desire. Client menus are dynamically populated with their assigned pages.
White Label Branding
- Fully rebrand your SuiteDash environment to match your company styling, and WOW your potential clients when they login for the first time, with the fully brandable Login page.
- Everything from the menu colors, to text colors, to buttons, to the logo of your SuiteDash environment is completely customizable using the intuitive and easy-to-use menu.
- Customization extends to automated email notifications as well, with colors, images, and even the optional social media links and copyright text in the footer all being customizable.
- Bring clients into a customized portal by creating a custom URL for your SuiteDash installation, and ditch the default app.suitedash.com URL.
“Clients can login and see whatever I want them to, and I’ve used the SuiteDash settings to customize everything with my branding (logos, colors, login page, even URL of the site is custom). Big fan of this software, wouldn’t trade it for anything.”
— H. Guildford
Work Requests let Clients submit work via the Portal
Create Estimates or Proposals and send to Clients for approval
Generate Forms, Agreements or Contracts using dynamic data
Client Talk feature lets you communicate securely with Clients
Work Requests
- Work Requests allow clients to submit a summary of their desired work, complete with descriptions and an itemized list (pulled from an ‘Items’ list you create beforehand).
- Integrated comments thread allows you to communicate back and forth with the client, ensuring all details are clear before work begins and money changes hands.
- When ready, you can convert a Work Request into a Project, and the included ‘Items’ will be converted to individual Tasks within the Project.
- Work Requests can also be converted into Estimates or Invoices, and the ‘Items’ will be converted into billable Items, complete with pricing based on your preset preferences.
Estimates / Proposals
- Use ‘Items’, ‘Taxes’, and ‘Discounts’ as building blocks to easily create and send out custom Estimates to potential clients.
- Clients are notified of their new Estimates via email, and they can easily view and approve their Estimates right inside their portal.
- You’ll be notified via email as soon as a client approves an Estimate, and it will automatically be converted to an Invoice.
- Simple work flow allows you to easily go from Estimate, to client approval, to Invoice, to payment.
- With seamlessly integrated CRM and Billing, you never have to enter any repeated data for any Estimate, Invoice or client.
Dynamic Contracts
- Auto-generate a written agreement between you and the client, that contains details regarding scope of work, billing, and other items related to a particular project or job.
- Contracts go hand-in-hand with Billing, and can be automatically generated from Estimates or Invoices.
- Contract data is automatically filled based on the assigned client and Estimate/Invoice info, and Contracts are easily generated from pre-made templates (that you can design yourself).
- Contracts are visible to clients inside their dashboard in both browser-based and PDF form, for easy viewing.
Client Talk
- Client Talk gives you and your clients a Project-specific communication line, allowing you to send messages back and forth in regards to a Project.
- Clarify any questions you and your Team have, and gather any details needed from the client to complete a Project.
- Access to Client Talk is controlled, with only Admins, assigned Project Managers, and the client having access, which means all communication is secure and only visible to those that absolutely need it.
- Automatic email notifications related to Client Talk messages ensure everyone involved stays in the loop, and no questions or answers fall through the cracks or delay work.
- Threaded messages make accountability, and following the conversation easy and intuitive.
“SuiteDash has given our company a central hub where all of our work lives, and we are able to communicate both internally and with our clients in an efficient and professional way. Work flows are more clearly defined and likely to be followed because it’s all in one place.”
— B. Glass
Fully Featured Project Management & Task Scheduling Component
Role based access let you control permissions, access & visibility
Group staff into Teams for efficient assignment and communications
Integrated Live Chat makes communicating with your team fast & easy
Live Stream gives you the pulse of what’s happening in your organization
Powerful, flexible & secure file sharing between your team, the Client
Project Management
- Organize clients, team members, tasks, files, and messages within a Project, all related to a single particular goal or job. Resources can be easily assigned to specific users, to ensure everyone is clear on their individual Project responsibilities.
- Easily take a Project, and divide it up into Sprints, and then even further into individual Tasks, allowing you to gain complete control of a Project on a micro level, while simultaneously viewing progress on a larger scale.
- Email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
- Each task has a history log that allows you to see who’s accessed and updated tasks over time, so that nothing is ever left up to question.
Role-Based Access
- Control precisely what different users have access to, by assigning them one of built-in the roles, ranging from Admin, to Manager, to Teammate and Salesperson level permissions.
- Easily delegate duties to your employees, and give them appropriate user roles to match their needed access. Users will have access to different features (Projects, CRM, Invoicing, etc) based on their role.
- Manage your customers in CRM as well, using different roles to track current, past, and future clients in the sales funnel. Easily Convert customers from Leads, to Prospects, to Clients as the relationship progresses and their access needs change.
- Further control access on a granular level by assigning users directly to resources.
User Groups/Teams
- Easily group clients together into ‘Circles’ for quick and easy bulk assignment to resources like pages and files.
- Send private messages directly to Circles, allowing you to quickly send “bulk” messages to multiple clients at one time. Each client in the Circle will receive their own copy of the message, creating individual threads between you and each client.
- Assign your employees and other internal users into ‘Teams’, which you can use to easily assign multiple users to a Project with just a few clicks.
- All ‘internal users’ can be assigned to Teams, including Admins, Teammates, and Project Managers, allowing you to build the perfect group from top to bottom, and easily assign them to new Projects.
3D File Sharing
- Upload files that are exclusively permissioned to a particular client, set of clients, or even staff members. Automatic email notifications are sent to the assigned users, ensuring no files fall through the cracks.
- Easily permit clients to upload files themselves for admins to access. 3D File Sharing means a user has full control over the permissions and access of their files, including what users can see it, download it, delete it, and edit it.
- Files of nearly any type are supported, with the admin even having the option to control upload of specific file types at their discretion.
- File Versioning lets you always be sure which version of a file is the most recent, and track the changes of the file over time, without needing to delete and manage old files.
Secure Messaging
- Communicate seamlessly with teammates, staff members, clients and other users privately and securely, 1-on-1 or in group messages.Like having your own private email inbox directly inside your dashboard.
- Organize messages into folders to ensure you never lose track of an important note or directive. Folders can be created and customized to fit your specific needs.
- Easily filter messages based on users involved, subject, or date, so that important messages are only a few clicks away.
- Automatic email notifications send to the corresponding users whenever a new private message is sent, ensuring that the intended recipient will know about the message.
Integrated Live Chat
- Easily communicate with your team and clients in real-time, with one-on-one Live Chat. Get instant responses to your questions and requests, no more waiting for that morning email to get responded to the next day.
- Chat ‘Channels’ make it easy to switch back and forth between conversations with different users, ensuring that you can easily multi-task and stay organized.
- Each Live Chat Channel has it’s own message history, allowing you to find that bit of info from three days ago with ease.
- Live Chat is integrated into it’s own sidebar that tags along wherever you go, so it is always available no matter where you are inside SuiteDash.
- Group Chat (coming soon) lets you create Live Chat Channels containing multiple users, for streamlined and efficient group collaboration.
Live Stream
- Keep track of each and every update and action in the Live Stream. From the Live Stream, it’s easy to see updates and keep track of comments on each item, and what updates have been made on Tasks, Sprints, Projects, Estimates, Invoices, Contracts, Clients, and much more.
- Admins/managers will see updates related to the entire installation, and each item will be stamped with the name of the user who made the change, along with a clickable link that will take you directly to the portion of the system related to that item.
- Instantaneous updates appear seamlessly in your Stream, ensuring there’s no delay between the action and your knowing about it.
- Use the Live Stream to get a “bird’s eye view” of everything that is happening with your business, with more detail for every action only being a click away.
“It’s been a boon to my business, and I’m very happy I switched away from more expensive options. Thumbs up to SuiteDash!”
— Ronnie C.
Organize your workflow with Projects, Sprints, Tasks & Subtasks
Track time via timer or manual entry & convert time to an invoice
Project files are shared in one location for easy access & collaboration
Team Talk provides a project-centric discussion platform to share ideas
Project Management
- Manage clients, files, tasks, and team members right inside a Project with ease. Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips.
- Easily view your workload for all Projects at once using the ‘MyTasks’ menu, or drill down into a specific Project to get a more detailed view of the progress your team is making.
- Admins and Managers can easily view tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu.
- Assigned users will always know what their individual responsibilities are, between automated emails and in-browser system notifications.
- Easily locate a specific Task using filters, sorting, and tagging. ‘Filter Profiles’ allow you to define preset multi-field filters for future use.
Time Tracking
- Allow users to track of how much time they are spending on a particular task, project, or job, in either automatic or manual fashion.
- Timers can be ‘automatic’ (like an online stopwatch), to easily keep track of real-time work, with simple ‘Start’, ‘Pause’, and ‘Stop/Complete’ functions. Alternatively, Timers can be used to manually track time spent away from SuiteDash that just needs recording. Either method will result in a Timer that can be converted easily for Billing purposes.
- Completed Timers can be converted into Estimates or invoices in the form of billable hours, and your client can be automatically billed for the time spent. Billing clients at an hourly rate couldn’t be easier.
- Timers can be directly added as ‘Items” to new or existing Estimates, Invoices, Recurring Profiles, or Accumulating Profiles.
3D File Sharing
- Upload and assign files to one, some, or all users in your installation (including clients and team members). Automatic email notifications ensure everyone is immediately notified of any new files assigned ot them.
- Any user can be allowed to ‘manage’ their assigned files by the admin, even giving the user the option to control who else is assigned to file, who can download or delete it, and even who else can manage these permissions.
- The admin has full control over what types of files they want to allow or disallow, with the ability to ‘disable’ specific file extensions if desired.
- Easily manage updates and changes to certain files using ‘Versions’, which allow users to upload new files ‘over’ existing ones, without deleting the previous file, giving you a file ‘history’ for easy access later.
Team Talk
- Easily send and receive messages with all team member assigned to a Project using Team Talk. Treat it like a Project-specific message board, only accessible to ‘internal’ users assigned to a Project.
- Post Project updates, provide guidelines from the client, and answer any questions your Team may have in a Project-specific ‘bulletin board’ that is accessible to all team members assigned to the Project.
- Access to Team Talk is controlled, with only Admins, assigned Project Managers, and assigned Team Members having access, which means all communication is secure and only visible to those that absolutely need it.
- Automatic email notifications related to Team Talk messages ensure everyone involved stays in the loop, and no questions or answers fall through the cracks or delay work.
“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
Easily add tracked time to an existing Invoice, or create a new Invoice
Send Estimates, convert to Invoices, & Clients can pay directly in Portal
Recurring & Accummulating Invoice profiles let you set it and forget it
Use your own Payment Gateway so all the money goes directly to you
Time Tracking & Billing
- Users can track time spent on particular tasks or projects, & then easily convert those completed Timers into billable ‘Items” that can be added directly to Estimates or Invoices.
- Easily bill clients at an hourly rate based on actual work hours, & automatically add those hours to an Invoice or Estimate.
- Timers provide an easy & intuitive way to keep track of time spent on ‘on-the-go’ tasks like client conference calls & work lunches.
- Set default Hourly Rates for each user, and optionally hide it from that user if you don’t want them to know your billing amount for their work.
- Easily convert Tasks from Projects directly into billable Items, and add them directly to Invoices.
Estimates & Invoices
- Easily build and send out Invoices to clients using the intuitive Billing functionality, using ‘Items’, ‘Taxes’, and ‘Discounts’.
- Clients receive automatic email notification of new Invoices, and they can easily view and pay their Invoices right inside their portal using your choice of payment gateway.
- You’ll be notified via email as soon as a client makes payment, and the payment will be automatically logged in the ‘Payments’ tab.
- Simple work flow allows you to easily go from new Invoice, to assigning to client, to payment.
- Optionally allow clients to make partial payments on their assigned Invoices, or require the full amount to be paid at one time.
Recurring Invoices
- Easily create a ‘Recurring Profile’ for Invoices, and populate the Profile with items, taxes, and discounts as desired.
- Once the Profile is filled out to your liking, you can set the timeframe for it to recur (weekly, monthly, every 3 months, etc), and assign it to the desire client or clients.
- The Recurring Profile will begin working, and will generate new Invoices on the set timeframe, with each new Invoice being filled with desired items/taxes/discounts, and assigned to the corresponding client(s).
- Easily bill your clients on a regular schedule automatically, with no upkeep or maintenance from you beyond the initial setup. Just setup the first Recurring Profile, then sit back and let SuiteDash do the rest.
Use your Gateway
- All client Invoice payments are processed through your choice of payment gateway, using your own credentials.
- Process and accept payments through the gateway you’re most familiar and comfortable with, and you will never need to enter your bank information directly into SuiteDash.
- Give clients a choice for payment gateway, reducing as many barriers as possible and streamlining the payment and checkout process.
- Seamless integration between SuiteDash and your chosen payment gateway ensures all payments are tracked, logged, and processed safely and successfully.
- PayPal, Stripe and Braintree are currently supported in SuiteDash, with new gateways always in development and on the horizon for future integration.
“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
Scheduling automated follow up actions & communications with Clients
Email Blasts & scheduled Autoresponders keep your Clients in the loop
Duplicate Tasks make things easy to efficiently replicate workflows
Recurring Tasks automatically remind you about important follow up tasks
CRM Sales Tool
- You worked hard to earn your client’s business, but you shouldn’t have to work hard to keep it. Track every client in the CRM sales funnel, and schedule them for follow up ‘Actions’ like emails, phone calls or sales calls with just a few clicks.
- Use ‘Notes’ to track client history and information, allowing any member of your team (who you assign to the client) to use this data to follow up with the client and lock up their future business using the knowledge you’ve gained.
- Create monetary ‘Goals’ related to specific clients or companies to motivate your sales team, encouraging them to work towards capturing that holy grail: Repeat Business.
- Track and view a client’s entire history using ‘Stories’, which let you and your team easily see ‘at-a-glance’ the various actions, notes, and scheduled events related to a particular client.
Email Marketing
- Seamlessly carry over your existing clients from CRM into Email Marketing, allowing you to send follow up email ‘Campaigns’ to your clients.
- Send Email blasts using a 3rd party SMTP provider like Sendgrid, Mailgun, SendinBlue or MailJet. These ‘whitelisted’ mail services help ensure your emails are not filtered as spam.
- Campaign ‘Templates’ make email marketing easily repeatable, allowing you to build an Email Campaign once, and then send it continuously and regularly.
- ‘Schedule’ email blasts to be sent to clients at any time, or you can send them immediately, all on your schedule.
- Eliminate the need for a 3rd party Email Sender like Mailchimp, Constant Contact or GetResponse.
Duplicate Tasks
- Easily ‘Duplicate’ an existing Task, including all of it’s details and user assignment. Useful for situations where a previously performed action needs to be completed again, while still allowing you to create a new Task ‘branch’ for tracking and history purposes.
- Duplicated Task details can be modified from the original, or be an exact copy, depending on your needs and preferences.
- The original Task’s assigned user, Project, and other details are automatically carried over, and the assigned user will be notified of the new Task via email just like a normal Task.
- Optionally duplicate a Task’s assigned ‘sub-Tasks’ during this process as well, with a simple checkbox.
Recurring Invoices
- Easily create a ‘Recurring Profile’ for Invoices, and populate the Profile with items, taxes, and discounts as desired.
- Once the Profile is filled out to your liking, you can set the timeframe for it to recur (weekly, monthly, every 3 months, etc), and assign it to the desire client or clients.
- The Recurring Profile will begin working, and will generate new Invoices on the set timeframe, with each new Invoice being filled with desired items/taxes/discounts, and assigned to the corresponding client(s).
- Easily bill your clients on a regular schedule automatically, with no upkeep or maintenance from you beyond the initial setup. Just setup the first Recurring Profile, then sit back and let SuiteDash do the rest.
Recurring Tasks
- Create a single Task, and have it automatically recur on a timeframe you choose (weekly, monthly, every Monday and Wednesday, etc).
- Perfect for managing actions that require regular maintenance, such as managing your website updates/backups, remembering to update a client’s website, and much more.
- Alternatively use Recurring Tasks to make certain your team members are properly ‘following up’ on previously completed jobs, to ensure work satisfaction.
- Tasks can be set to recur indefinitely, or for a certain amount of time or iterations (once a month for 6 months, etc), to best fit your requirements for the particular Project.
“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.
