Powerful CRM Sales Funnel Tool

Easily enter every lead, prospect, and client into the sales funnel, and schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks. You also have the option to create internal ‘Notes’ that can be private to only you, or be permissioned to your internal staff. Most importantly, you can easily bring over any of your CRM Contacts into other parts of your SuiteDash, including Project & Task Management, Estimates & Billing, File Sharing, and much more. Create a client once, and never have to duplicate or copy their information again!

Seamlessly Integrated CRM

Easily create your Contacts in CRM one time, and they will then be immediately available for assignment and integration into the other parts of your SuiteDash. By creating a Client once, you will be able to send that user a private message, assign them to Projects and Tasks, create Estimates and Invoices for them, send them files, and much more. SuiteDash has everything built right in!

Automated Engagement Tools

Whenever you create a new Contact within your SuiteDash CRM, you will have the option to automatically assign multiple templates and resources that will act as automatic follow-up engagement opportunities, with just a few clicks. Easily assign a new Client to an ‘Event Template’, which are pre-created and pre-scheduled actions that you create once and can apply to any new Contact as you desire. Integration with the Email Marketing functionality is also seamless, allowing you to add any new Contact to a Marketing ‘List’ during the intake process.

Track Actionable Items

You will always have access to your Contact’s saved data, as long as they remain active users in your SuiteDash installation, which means you can go back and review past Events. Additionally, you can easily manage future Events, create new ones, and see what Events are past due. No time-limited data storage, no expiration dates of users. All of your client data is always at your fingertips!

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