Secure Client Portal

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.

Replaces…

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Powerful & Flexible Client Portal

SuiteDash is fully customizable to fit the unique needs of your business or organization. With our flexible configuration, you can create uniquely personalized Client & Staff experiences that sync with, enhance & automate your existing workflows.

Fully customizable to fit the unique needs of your business or organization

Each Client will have access to only the Pages, Documents and Files you designate for them

Clients can optionally access, view, download or even upload Files based on your configured permissions & workflows

Create a fully dynamic Private Intranet where each Page is visible to only those who are assigned

Create unique Portal & Onboarding experiences for both your Clients and your Staff

Portal is 100% White Label & Translation enabled

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Build Dynamic Data Dashboards

Dynamic Data Dashboards transform your business efficiency by offering customizable, purpose-built dashboards tailored to Client and Staff needs. With pre-built Templates and Dynamic Data Placeholders, setup is quick and personalized.

Design & Assign purpose-built Dashboards based on your needs for specific types of Clients or specific Staff needs

Pre-Built Dashboard and Page Templates get you going quickly

Dynamic Data Placeholders show the currently logged-in Client’s data

Everything is fully responsive for mobile devices (tablets & phones)

You can embed 3rd party embeddable assets if needed to consolidate everything in one place

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Functional + Powerful Dashboards

Easily create unlimited, personalized Dashboards with the Dynamic Block Builder, tailored to each client or team. You and your Staff will enjoy the ability to search, filter, and sort customer and reporting data without leaving the Dashboard.

Easily build and customize UNLIMITED Dashboards using the dynamic Dynamic Block Builder

Dashboard is automatically assigned based on which Prospect or Client is logged into the platform and viewing the Page

Pre-Built Dashboard Blocks let you assemble the perfect Dashboard for each Client and each of your Teams

Admin-side Dashboard Blocks have powerful searching, filtering and sorting capabilities so you can dig deep into the data without leaving the Dashboard

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Customize what your Clients can see

Customize what your Clients, Staff, and Freelancers see with Dynamic Custom Menus and utilize the Translations feature to customize labels and Menus or choose from more than a dozen Community-sourced Translation Sets (Spanish, French, etc..)

Completely control what your Prospects/Clients, your Staff and your Freelancers can see and do

Dynamic Custom Menus let you completely control what Menu Items are visible to both your Clients and your various Teams

The Announcements Block + CMS give you a powerful way to manage Announcements across various channels

Use the Translations feature to customize & re-name labels, menus etc.. or load one of the Community-sourced Translation Sets

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Paid Portal Access

Secure your Portal access by requiring one-time payment or recurring subscription options. Seamlessly integrate with all payment gateways, ensuring access only after payment verification.

You can require payment to register and enter your Portal

Set up a one-time payment OR a Recurring Subscription Payment

Works with all available payment gateways (no recurring subscription payments are possible via PayPal)

Portal access is blocked until payment is submitted and verified

Use Dynamic Title placeholders to help identify payments

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Dynamic Block Editor for Content

Unlock seamless content creation with SuiteDash’s Content Block Editor. Effortlessly build and style complex layouts using powerfully integrated pre-built Blocks to showcase Tasks, Invoices, Files, Checklists, Forms, and more. Enjoy drag-and-drop simplicity, Dynamic Data insertion, and continually updated Templates,

Content Pre-Built blocks let you create Dashboards to show each user’s Tasks, Invoices, Files, Forms, Checklists and much more!

Create complex layouts and style content with little technical knowledge

Drag & drop content blocks containing text, photos, videos, charts, etc.

Insert Dynamic Data using placeholders or setting Custom Fields within the Block

Built-in Templates and Template Library will be continually updated with fresh pre-built layouts & blocks

Easily embed or iFrame your unique content into a Dashboard to consolidate your needs in one place

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Use Forms in your Portal

Standalone or Embeddable Forms help you streamline and standardize onboarding. Effortlessly create custom fields on the fly and let client choices dictate their journey, all while auto-assigning permissions and triggering automations.

Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients

Update Forms let you update existing Contacts or let your Clients add more info to their profiles

General Forms give you even more flexibility and can be used inside or outside of the platform

Trigger Automations & Integrations automatically upon completion of a Form

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White Label your Client Portal

Customize EVERYTHING with your brand, customize with your URL, and provide your Clients and Staff easy access with your very own White Label mobile app. Your clients will see only your brand, not SuiteDash.

The entire platform can be customized to show ONLY your brand – SuiteDash is completely hidden!

Completely customize the Login Screen with your own branding and enhance the experience with photos, announcements, favorite quotes, etc.

Replace the “SuiteDash” URL with your own custom URL which always shows to both your Clients and your Staff

You’ll enjoy a FREE White Label Mobile App that you can encourage Clients to install on their devices

Customize your Client’s experience with your own logo and colors

Customize all email notifications sent to your Clients and Staff

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“Magic Link” Login

Say goodbye to the hassles caused by forgotten passwords! With a simple email entry, Clients receive a secure, one-time “Magic Link” that logs them in instantly. Customize the link’s duration or click limits to enhance security. Perfect for even the most tech-challenged users.

“No Password” Magic Login option ensures that even tech-challenged Clients will be happy to use the Portal

Simply enter an email address and the platform sends a one-time “Magic” login link via email

To balance convenience and security, you can customize the link to be valid for a specific duration and/or # of clicks

Simply clicking “Magic Link” INSTANTLY logs them into your Portal and redirects them based on their assignments

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Template Library

An entire Library of pre-built Dashboards, Forms, Proposals, Portal Pages, Documents, and Email Marketing Campaigns. Instantly preview and use Templates, or create and share your own privately with colleagues or publicly with the entire SuiteMate Community.

Gain access to pre-built Dashboards, Forms, Proposals, Portal Pages, Documents, and Email Marketing Campaigns

With a steady stream of contributions from the SuiteDash Community, there will always be fresh ideas to choose from

Preview the Template and if you choose, you can load it and immediately be ready to use inside your account.

Create your own Templates and share them privately with your colleagues, or with the entire SuiteMate Community

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I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.

~ Spencer J. via Capterra

Consolidate your processes & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging