Secure Client Portal
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Give every Client a secure place to find their work, files, updates and next steps under your brand.
Build a personalized Dashboard and Portal Pages for each Client or Company. Bring files, messages, forms, Project status and embedded resources into one sign-in, with visibility controlled by the permissions you set.
Replaces…ClinkedOnehubAssembly
Powerful & Flexible Client Portal
Configure client and staff views for the files, messages and project work each person needs. The portal connects to contacts in SuiteDash CRM; see the CRM software guide for the relationship-management side. Test each role’s view before inviting clients.
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.
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.
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..)
Paid Portal Access
You can configure paid portal access with a one-time payment or supported recurring subscription option. Review the selected gateway and verify the client’s access state in a test transaction.
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,
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.
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.
“Magic Link” Login
Magic Link is an optional passwordless login method. Set its duration and click limits, then assess whether it fits the data your clients handle. The Magic Link Help article warns that HIPAA compliance cannot be guaranteed when it is enabled.
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.
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.
