Roadmap

Checkout Form + Inline Payments

Introducing the Checkout Form
SuiteDash’s powerful Checkout Form allows your customers to easily choose from various configured Items, Add-ons, and Packages. As selections are made, the total amount is dynamically displayed with flexible payment options, letting customers find choices that match their needs and budget.

Tailored Automations
Leverage SuiteDash’s tailored Automations based on the specific Items, Add-ons, or Packages your customers select and purchase. This ensures a personalized and efficient experience and/or follow-up process, enhancing customer satisfaction and operational efficiency.

On-Page Payment reduces Friction
Targets can make payments immediately and directly on the page using the Checkout Form. This seamless integration reduces friction and enhances the user experience, making it easier for you to generate more revenue with minimal obstacles.

This feature is in LIVE

Multiple Deal Stage Pipelines

We are in the first phases of development for Multiple Deal Stage Pipelines— a super-powerful feature designed to streamline and optimize how you handle Deals from start to finish.

Visualize Your Business Flow

With Multiple Deal Stage Pipelines, you can easily visualize the progression of Deals as they move through your customizable Pipeline stages. Whether you’re onboarding new Clients or managing complex sales processes, these Pipelines provide clear insights into each step of your business flow.

Customize and Control Your Pipelines

No two businesses are alike, and your Pipeline should reflect that! Our new feature allows you to create custom Pipelines tailored to various types of entries and onboarding funnels. This means you can set up unique Pipelines for different products, services, or Client segments, ensuring that every Deal is managed with precision and clarity.

Smart Automation at Every Stage

Automation is at the heart of SuiteDash, and our Multiple Deal Stage Pipelines are no exception. Assign specific automations to each stage of your custom Pipeline to enhance efficiency and ensure nothing falls through the cracks. Imagine moving a Deal to a new stage and instantly triggering follow-up emails, task assignments, or even generating reports—all automatically.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Automated Invoice Surcharges

Configure fees that apply automatically to invoice totals if payments are not received by the due date, promoting prompt Client payments and improving cash flow.

Customizable Payment Method Fees

Easily specify additional fees for Clients using specific payment methods, such as credit cards. This ensures you cover processing costs and maintain profitability. Be sure to check local laws and regulations for compliance.

Streamlined Invoicing Workflow

This feature automates the application of late payment and specific payment method fees, ensuring a seamless invoicing process. It reduces manual intervention, saving you time and enhancing financial management.

Efficient Financial Management

Automated Invoice Surcharges help maintain financial health by ensuring appropriate fees are applied automatically. Improve your invoicing efficiency with SuiteDash’s comprehensive platform, reducing the need for additional software and saving money.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Expenses + Project Budget

This upcoming feature is designed to handle all Expense-related needs, whether they are one-time costs or recurring payments. Assign Expenses to specific Clients or Projects, and if marked as “billable,” easily include them in the correct invoice for reimbursement.

Project-Based Expense Tracking
Keep Projects on budget by tracking Expenses directly within each Project. Compare actual Expenses and tracked time against your budget to maximize the profitability of each Project. This feature ensures financial accuracy and better resource allocation.

In-Depth Expense Reporting
Leverage SuiteDash’s Reporting Toolkit for detailed Expense reports. Analyze trends, identify cost-saving opportunities, and make strategic decisions. This enables you to maintain financial health and operational efficiency.

Take Photos of your Receipts

Easily add receipts or associated paperwork to a specific Expense using your mobile device or computer. This feature simplifies documentation and keeps your records organized.

Some elements of this feature are LIVE

ACTIVE DEVELOPMENTSome elements are still in ACTIVE DEVELOPMENT

Reporting + Business Health

SuiteDash proudly unveils plans for our enhanced Reporting Toolkit, bringing powerful insights and data-driven decision-making straight to your fingertips.

Pre-Built and Custom Reports

Access essential business metrics through pre-built reports or use our custom report builder for tailored insights. Save your custom reports and filters for quick access anytime.

Scheduled Reports

Automate your reporting by scheduling reports to be emailed to you, your Staff, or Clients. Automatically keep everyone informed with the latest data.

Dynamic Dashboards

Display critical data on assigned dashboards. Our pre-built reports and components offer instant, important insights, empowering quick, informed decisions.

Integrated Business Health Tools

Expenses are a key component of SuiteDash’s “Business Health” Toolkit, designed to provide an ongoing overview of your profitability and sustainability. This feature keeps you informed about your business’s financial status, enabling proactive management.

Some elements of this feature are LIVE

ACTIVE DEVELOPMENTSome elements are still in ACTIVE DEVELOPMENT

Native “Book Me” Page

Auto-generate a professional pre-formatted “Book Me” Page using your existing Appointment Types. Customize it further with your White Label branding for a streamlined and consistent brand experience.

Easy Sharing and Custom URL
Professionally share your Book Me Page by creating a Friendly Custom URL or generating a QR Code. Embed the URL in your email signature or use the White Label QR Code for marketing on print materials, billboards, or videos. This ensures Clients can book appointments easily and in their preferred way.

Powerful Automation
Leverage SuiteDash’s powerful Automation features to streamline the booking process. Set up Pre and Post Appointment Automations to provide a smooth experience before and after each appointment, enhancing Client satisfaction with prompt, consistent & personalized communication.

Save Time and Money
By integrating these features, SuiteDash allows you to consolidate your tools, save on software subscriptions, and manage appointments more efficiently. This ensures a cost-effective, comprehensive solution for your business needs.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Marketing Automation Links

With this feature, you can integrate one or more clickable Trigger Links in your marketing emails, allowing for personalized and automated actions based on customer engagement.

Personalized Engagement
Enhance customer engagement by embedding Trigger Links in your marketing emails. These links are dynamically coded to identify individual CRM Targets, allowing for a highly personalized response.

Customizable Automations
Configure each Trigger Link with specific actions and Automations tailored to your marketing goals. When a target clicks a link, it triggers responses or workflows within SuiteDash, streamlining your marketing processes.

Maximize Marketing Efficiency
Trigger Links enable powerful Automation, instantly activating configured actions when clicked. This ensures timely, relevant engagement, keeping your marketing efforts efficient and effective.

Cost-Effective Marketing Automation
By integrating Trigger Links, SuiteDash allows small and medium businesses to automate marketing tasks without the need for multiple software subscriptions. Save money and enhance your marketing strategy with SuiteDash’s all-in-one platform.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Subscription Management

SuiteDash introduces Plan/Subscription Management + Automation, revolutionizing how you manage subscriptions. This powerful feature gives your Clients full control to upgrade, downgrade, or extend their plans.

Flexibility for Clients
From the onboarding process, Clients can choose their desired subscription option and manage it independently. They have the flexibility to adjust their subscription according to their needs and preferences, whether it’s accessing more features or switching to a suitable plan.

Reduced Administrative Overhead
Clients can modify their subscriptions without contacting your Staff, significantly reducing administrative tasks. This streamlines operations and boosts efficiency, allowing your team to focus on more critical tasks.

Enhanced Customer Satisfaction
By putting control in the hands of Clients, you enhance their experience and satisfaction. Simplify their journey with self-service options that cater to their unique requirements.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Global Content “Stacks”

Introducing Global Content “Stacks,” a feature designed to streamline your content management and enhance consistency across your business operations.

What Are “Stacks”?

“Stacks” are rows or multiple rows of blocks arranged in a specific design that you can save and reuse anywhere within SuiteDash. Ideal for maintaining cohesive, on-brand content across different areas, “Stacks” simplify your workflow.

Create and Save Stacks

Design and save custom “Stacks” for marketing materials, operational guides, or customer communications. Reuse these designs consistently to save time and ensure uniformity.

Integrated Block Builder UI

Easily load your saved “Stacks” into new content using the user-friendly Dynamic Block Builder, ensuring content creation efficient and consistent.

Sync and Update Stacks

Update content in one place and see changes reflected everywhere that “Stack” is used, reducing redundancy and keeping your content current.

Private or Public Sharing

Use the Template Library to share your “Stacks” privately within your organization or publicly with the SuiteDash community, promoting collaboration and efficiency.

LMS, Phase 2 Release

LMS Phase 1 Release is LIVE and already gives you the ability to create Courses and structure them with Modules & Lessons. Coming in the Phase 2 Release will be the ability to use our standalone Sales Funnel Builder tool to give you the ability to set a price for your Products (collections of 1 or more Courses), and sell them with super low friction and direct onboarding. In addition, you’ll be able to build Quizzes that can be assigned as the completion step for any Lesson, Module or Course. You will also be able to use Trigger/Action Automations when a Participant is added as an Owner of a Product, when they start a Course & when a Course is successfully completed

Need to train new Staff? Remember, LMS works equally well for either your Clients or your Staff.

Advanced Work Requests

Create multiple Work Request forms for any Dashboard or Portal Page, and easily customize them to fit your business needs.

Tailored Form Creation
Use the familiar Form builder tools, including Conditional Logic, to customize each Form and provide a the appropriate content and choices. Tailor the Forms to meet specific requirements, whether for Prospects, Clients, or Staff.

Unique Assignments and Automations
Assign each Form to the appropriate Staff members and trigger automated workflows based on submissions. This ensures that work requests are handled efficiently and by the right personnel, streamlining your processes.

Integration with Custom Fields
Incorporate any Custom Field, including Project Custom Fields, into your forms. This allows for the immediate population of data into relevant workflows, further enhancing efficiency and data management.

Template Marketplace

Currently, the Template Library is populated with Templates from the SuiteDash Template Team and Templates that have been contributed by the SuiteDash Community. With the addition of the Template Marketplace, you will now have the ability to place a price on your Templates and get paid!

Imagine that you create a highly useful Form Template or Email Marketing Template that is targeted to a specific niche. There are many professionals who would prefer to buy something that is already done rather than spend the time & effort to re-create it themselves – and this is your market!

Can you get $9? or maybe you can get $99? or maybe if you build an amazingly useful Template, you can get $999?

Advanced Data Management View

Open the Advanced Data Management (ADM) view and have access to ALL your Contacts in one efficient spreadsheet style interface. Quickly and easily filter, sort, edit and arrange your CRM Contact & Company data! Rearrange and resize columns, select which data points you want to see, and, when you have the data arranged in just the right way, you can export that data into CSV, XLS or a PDF report.

Additional filters along with date range selections are just the beginning! This powerful tool will evolve into a powerful Reporting Tool that can be extended and adapted to a wide variety of data sets.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Email Cannons 2.0

Email Cannons 1.0 is LIVE and available in the PLUS Bundle Power-Up  > Email Cannons let you pre-build richly-formatted HTML emails, then “fire” those email directly to a single recipient as part of an automation. This next iteration will add even more No-Code Automation power!

You’ll be able to setup a Cannon to fire in a recurring way which can be used to send reminders to Contacts to perform some action. Automation options to start & stop the recurring firing will be provided. Additionally, you’ll be able to automate the Cannon to fire on a specific date every year, or based on the value of a date-type Custom Field (think birthdays, anniversaries, etc.).

PortalSync™ Desktop File/Folder Sync

Enable “Dropbox” style file syncing between your desktop/laptop (Mac, PC or Linux) and the cloud files in your SuiteDash account. Just copy or save files to the PortalSync™ folder on your desktop OS, and they’ll be synced with the PortalSync™ folder in your SuiteDash account.

The installable app will be known by the generic name PortalSync™ so that your White Label branding is protected. Authentication will happen by copy/pasting Integration ID & Authentication Code from inside your account.

Referral Sales & Commission Tracking

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Kickoff FLOWs

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Journeys

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

Sync Email into CRM

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

Enforce 2FA for all Users

Two-Factor Authentication (2FA) is one of the best ways to keep your data secure and protect your company. We already offer 2FA as a feature that’s available to all the users in your account, but it’s optional to each user. This new options will give you the option of making 2FA required.

Knowing that every one of your Staff members is definitely protecting their login with 2FA will give you peace of mind, you’ll have an extra layer of security, your customers will appreciate the increased protection of their sensitive data and reward you with increased loyalty.

Thumbnail/Grid View for Files

Our Files module is getting a makeover! Instead of having to sift through a textual list, you’ll be able to view files in a Grid view complete with thumbnails of any images or videos.

Viewing files in a Grid view means being able to view more content without having to scroll down, making it quicker to locate what you need. The ability to see the thumbnails for images and videos means you won’t have to just rely on the file name to find what you’re looking for.

3rd Party “Collaborator” Role

Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.

However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.

The new Collaborator role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.

The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers.

“Super-Client” Role

There are times when businesses deal with a Client company that has multiple offices or locations, and this presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.

The Super-Client role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).

A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.

Advanced Filtering & Reports

Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.

Website Builder Tool

Imagine that you can map your Top Level Domain to your SuiteDash account, and using our website builder tool, you’ll be able to build your actual website at https://yourdomain.com.

Now imagine that on that website, you can display your Intake Form for interested Prospects, which will feed directly into your CRM. This will then trigger a set of follow-up Events on your Calendar and also add that Prospect to an Email Marketing List and trigger a follow-up Drip Campaign.

And, also imagine that on that website is a File Upload widget , a Support Request form, and a variety of other pre-built Integrations…all powered by SuiteDash.

And finally, imagine that there is a login form on that website. If a Staff member logs in, they see an entire suite of productivity and collaboration tools. If a Client logs in, they see a fully customized Client Portal.

XERO Integration

One of our most requested integrations is Xero, and we’re listening to you! You’ll be able sync your Invoices, Payments, etc.. into Xero to keep a good handle on your financial transactions facilitated via SuiteDash.

Feature Voting Board

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