Client Portal Software is just the Beginning

Wow your Clients. Lead your Team.

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.

No Credit Card Required

TRUSTED BY MORE THAN 20,000 USERS

Used in dozens of countries around the world (the software is translation enabled)

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. Unfortunately, many business owners have become incredibly frustrated with software because they’ve spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together.

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

Project Management

Time Tracking & Billing

Estimates & Invoicing

Email Marketing

Autoresponders

Real Time Team Chat

Customer Portal SoftwareAll in One Business Software

Secure Client Portal Software

White Label Client Portal

Client File Sharing

HIPAA Compliant Secure Email

Client Project Management

Customer Invoicing Portal

Client Project Task Timer Tracking

Real Time Internal Chat

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

Online Billing PortalClient File Sharing Exchange

“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.

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