Roadmap

Choices + Checkout Form 2.0

SuiteDash’s groundbreaking upgrade to the existing Checkout Form empowers businesses with unparalleled flexibility. Now, you can offer One-Time or Subscription options for every Billing Unit, letting you tailor your revenue streams to perfectly fit your business model.

Flexibility at Every Level

Create and customize Subscription Items or One-Time Items, Subscription Add-ons or One-Time Add-ons, Subscription Packages or One-Time Packages. Seamlessly configure Price Bumps that your Targets can optionally select during their checkout process on your Landing Page or Portal Page.

Conditional Logic & Automations for Seamless Efficiency

Leverage powerful conditional logic to display only the choices that are appropriate for each situation. Configure Automations at every level—Items, Add-ons, Packages, and Price Bumps—to ensure a tailored and efficient customer journey.

Endless Possibilities for Your Business

With this extensive upgrade, all choice configurations are supported across Proposals, Dynamic Estimates, Invoices, Generators, Checkout Forms, and more. This opens a new universe of possibilities, giving your business the freedom to offer creative and flexible billing options.

This feature is in LIVE

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.

This feature is in LIVE

CRM / Deal Generators

With the introduction of Deal Generators, SuiteDash takes another leap forward in empowering you to fully control and automate your CRM experience. These new tools are designed to dynamically create Deals on-demand using configurations you define in advance—giving you the power to automate your sales journey with pinpoint precision.

Smart Generation, Fully Configurable

Just like other Generators in SuiteDash, the Deal Generator lets you pre-configure exactly how and when a Deal should be created. Dynamically set the Deal Title, choose the Pipeline, define the initial Stage, assign an Expected Value, set a smart relative Expected Close Date, and more—all automatically.

Relative Date Intelligence

With the Expected Close Date setting, you can enter values like “90 days,” and the Generator will calculate that date relative to when the Deal is created. This enables context-aware timing that adapts automatically based on each trigger event.

Pre-Assigned Followers & Automations

Followers can be assigned directly within the Deal Generator and will automatically be added to each new Deal. Each Deal can also be loaded with Deal-level Automations that fire every time it moves between Pipeline Stages—triggering on Stage Exit, Stage Entry, and on movement of the Deal itself.

This gives you complete automation-driven control over the lifecycle of every Deal, from creation to close—no manual steps required.

This feature is in LIVE

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.

This feature is in LIVE

Booking Form 2.0

Booking Form 2.0 introduces a major upgrade to how appointments are presented, processed, and managed within SuiteDash. Whether you’re offering free consultations, paid sessions, or varied services that require different workflows—this update delivers maximum flexibility, Automation, and control.

Custom Automations per Appointment Type

Each Appointment Type can now have its own onboarding path. Assign specific Automations, Task assignments, Kickoff Forms, or Client creation settings—unique to each Appointment Type. Present all your services on a single Book Me page while keeping the backend logic personalized and precise for each offering.

Integrated Paid Appointments

Booking Form 2.0 also enables full support for paid appointments. Link a Product or predefined billing setup to each Appointment Type so that when a Prospect selects a time, they will be guided through the process of submitting payment. Only after successful payment will the Appointment be confirmed and follow-up emails or Automations triggered.

One Unified Experience, Limitless Possibilities

With this release, SuiteDash becomes your all-in-one Appointment management hub—whether you’re offering discovery calls, strategy sessions, or paid services. The flexibility to tailor onboarding and payment flows on a per-Appointment Type basis means every interaction is purposeful, streamlined, and professional.

This feature is in LIVE

AI Content Creation

We’re integrating powerful AI into the very heart of your SuiteDash experience. With AI Content Creation, you’ll be able to generate and edit content across your Dashboards, Portals, Pages, Landing Pages—anywhere the standard WYSIWYG editor is found.

Generate Content Instantly

Need copy for a Page, Proposal, or Portal? Simply enter a prompt and let the AI do the work. Create new content from scratch or have the AI refine, simplify, shorten, expand, adjust tone, or even translate your existing content—all without leaving SuiteDash.

Image Generation Included

AI Content Creation doesn’t stop with text. You can now describe the image you want, and the AI will generate it and insert it directly into your content. No more switching tabs or uploading downloads—just quick, seamless creativity.

A Seamless, Integrated Experience

This new feature is fully integrated into the standard editor you’re already using, which means no learning curve and no new tools to juggle. Just smarter, faster content creation—right where you need it most.

ACTIVE DEVELOPMENTThis feature is 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

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

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

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

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 Target’s replies will be received also by SuiteDash and sorted using your Target’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Company or Contact.

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

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Quizzes and Surveys

Build engaging Quizzes and powerful Surveys that can be embedded, used standalone, or integrated directly into any LMS Product to collect feedback, test knowledge, or generate leads.

Dynamic Quiz & Survey Builder
Use a variety of question types including multiple choice, true/false, fill-in-the-blank, and matching. Reuse saved questions across multiple Quizzes, or auto-generate Quizzes from categorized question pools. Perfect for Lessons, Modules, or Courses.

Smart Automations & Result Handling
Trigger different Automations based on performance levels. Reward high scorers or offer remediation steps to those who need help. Customize the experience with optional score displays, answer explanations, and hint visibility.

Integrated Data Collection & Lead Scoring
Convert any Quiz into a Survey and map responses directly to Custom Fields. Assign values to answers, apply intuitive scoring logic, and present tailored messages and calls-to-action—making it an ideal Lead Generator.

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.

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.

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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