We have prospects automatically setup via Zapier whenever someone messages us on our messaging platform. Later, if these prospects decide to signup, they are unable to do so because SuiteDash tells them that their email address is already taken. I suggest removing this restriction, and...

I understand the value in the three roles, however, this creates extra work. I suggest a way for leads to automatically be converted into prospects if they try to register via the prospects form, or into clients if they register via the clients form. At...

It would be useful to be able to send a contact a form both manually as well as automatically depending on what item/service they are purchasing. It would be a huge help if we were able to view all of a contacts forms on their...

I noticed there wasn't any custom css section for invoices. I need to change the hyperlink colors as they are hardly visible, and completely invisible when visited....

Since the login portal can't be embedded into a custom page, I'd like to set the login logo to forward to my home page. Right now if you click the logo it just refreshes the login page which is kind of useless. I'm not aware...

I don't know how this would work, maybe by webhooks tied to both registration and invoices somehow, or even a dedicated products section, but I'd like to be able to create buy now buttons that would automatically have a customer register and send an invoice...

Change the custom label and it's custom url to dual buttons mode. This way we can have a client portal login button and an app login button side-by-side....

I would love to be able to further customize the email format to better match our other email systems. For example, change the email body font size....

Client Portal Software Integrations

Award Winning Software