I'd like the ability to assign custom fields to Circles, so a custom field would only be visible in a client's record if the client is a member of the circle assigned to the field. This would make it possible to use different custom fields...

The biggest weakness of SuiteDash is that it’s isolated from native desktop and mobile apps, requiring users to login to the web app to receive notifications and communicate with staff members and clients. This is inefficient and inconvenient. I understand that due to the white...

In terms of its feature set, SuiteDash is the most comprehensive business management tool I’ve ever seen. Unfortunately, the UI/UX is extremely dated. Most actions require a full page reload, which is slow and inefficient. The themes also look old fashioned. Mr Clean is the most...

I know that other users have requested web hooks, but I'd like to take it a step further. I propose adding a new Flow action called "HTTP Request". This would send data to an external API, then receive a response from the API and update the...

HelpWise is an advanced email-based support system. It essentially allows you to create shared inboxes, so when customers email support@yourcompany.com, whichever staff members you designate can respond to the inquiry and everyone can see what's happening with each customer. Besides email, it also supports shared...

Automatically fetch a default profile photo for each new client from Gravatar. Also integrate with third party APIs that automatically lookup biographical information for each new client....

Client Portal Software Integrations

Award Winning Software