What messaging features does SuiteDash include?

SuiteDash includes two communication systems: secure messaging for formal threaded conversations and live chat for real-time communication. Secure messaging supports file attachments, message folders, and canned responses. Live chat provides direct messages between staff and clients, internal staff channels for team collaboration, and @mention notifications. Both systems operate within the portal, keeping all communication under your brand and connected to client records.

How does secure messaging differ from live chat?

Secure messaging works like an internal email system with threaded conversations, folder organization, and formal message structure. It is designed for detailed communication that needs to be organized and referenced later. Live chat provides real-time instant messaging with typing indicators, emoji support, and group channels. Live chat is better for quick questions and ongoing collaboration, while secure messaging handles more structured client communication.

Can clients send messages through the portal?

Clients access messaging directly through their portal. Secure messaging lets clients compose threaded messages with file attachments to their assigned contacts. Live chat enables real-time conversations with available staff. Administrators can configure which staff members a client can message, preventing clients from contacting the entire team. This focused communication model ensures clients reach the right people while keeping support boundaries clear.

Does SuiteDash messaging support file attachments?

Secure messages support file attachments that clients and staff can include in their conversations. Attached files store within the platform's file system and count toward the account's storage quota. Live chat also supports shared content within conversations. Marketing campaigns and email communications support separate file attachment capabilities. All attachments remain accessible within the message thread for future reference without searching through email inboxes.

How does messaging connect to other SuiteDash modules?

Message history connects to client CRM records, providing context for every conversation. Live chat conversations can reference projects, invoices, or support issues in real time. The Remote Chat feature, available through the PRIME Bundle Power-Up, embeds a chat widget on your external website that captures prospects and can convert conversations into CRM records or support tickets. Internal staff channels support team coordination across projects and accounts.

What is Remote Chat and how does it work?

Remote Chat embeds a real-time chat widget on your website or landing page through the PRIME Bundle Power-Up. Visitors interact with your team without a portal login. Staff can add prospects to the CRM directly from the chat, trigger onboarding workflows, direct visitors to resources, and convert chat conversations into support tickets. This bridges your public website and your internal portal, capturing leads through real-time conversation rather than static forms.

How does SuiteDash messaging compare to standalone tools?

Standalone messaging and chat tools handle communication in isolation from your business data. In SuiteDash, every message connects to the client's CRM record, active projects, and billing history. Staff see the full client context while communicating. No switching between a chat tool and a CRM to understand who they are talking to. Client communication, project discussions, and team collaboration all happen within the same branded portal.

Can messages be organized with folders?

Secure messaging supports folders for organizing conversations by category, project, client type, or any classification system you define. Canned responses provide pre-written message templates for consistent replies to common questions. Folder organization helps staff manage high-volume message queues efficiently. Combined with the search functionality, folders ensure past conversations are retrievable for reference during client interactions or internal reviews.

Are there limits on messages in SuiteDash?

There is no limit on the number of messages, conversations, or chat channels on any plan. Secure messaging and live chat are available on all plans. Remote Chat requires the PRIME Bundle Power-Up at per month. File attachment storage counts toward the plan's standard storage quota. Staff channels, direct messages, and client messaging all scale without per-message or per-conversation fees.

What businesses benefit most from SuiteDash messaging?

Service businesses that need organized, ongoing client communication benefit most. Agencies coordinating with multiple clients, consultants discussing project details, and professional service firms handling sensitive information all use the system. The security advantage over email is significant for businesses handling confidential data, since all communication stays within the portal rather than traveling through potentially insecure email channels.

Secure Messaging + Live Chat

Keep Client conversations private and organized while your Staff coordinates the next step in the same Portal.

Send secure one-to-one or group messages, use folders and canned responses to stay organized, and bring live chat into the workflow. Keep the conversation connected to the Client record instead of scattering it across external inboxes.

Replaces…~~MoxoSlackMicrosoft Teams~~

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Staff member replies to a secure client message on a tablet in a Briar-branded workspace

Single or Group Message Chains

Send Secure Messages to a single client or internal staff member, or send mass messages out to multiple users

Recipients will only be able to see and respond to users they are permissioned to communicate with, so there is no risk of wires getting crossed

All Secure Messages are delivered to the recipients’ SuiteDash inbox, and they can easily read and respond just like they would a standard email

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Control who Clients can message

Designate which members of your Staff/Team your Prospects/Clients are able to Message

Limit your Prospects/Clients to only be able to Message their Coordinator (Point of Contact)

Use Circles to set Messaging Permissions in bulk. Use Teams to assign your Staff in one powerful way

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Canned Message Responses

Canned Responses allow you to quickly answer common questions you receive in Secure Messages.

You can create multiple Canned Responses, and easily choose the desired one when responding to /sending a message

Set a specific Canned Response as ‘auto-add’, which will automatically fill that particular response into the message body

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Keep Organized with Folders

Organize all of your inbox messages, ensuring that you never lose track of a specific note or important piece of info

Create and customize Private Message Folders to fit your needs, and move messages between Folders freely as needed

Each user can create and manage their own set of Folders, allowing everyone to organize their Secure Messages to best fit their particular workflow

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We initially chose SuiteDash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal.

~ Dara B. via Capterra

Secure Messaging + Live Chat

Keep Client conversations private and organized while your Staff coordinates the next step in the same Portal.

Send secure one-to-one or group messages, use folders and canned responses to stay organized, and bring live chat into the workflow. Keep the conversation connected to the Client record instead of scattering it across external inboxes.

Single or Group Message Chains

Control who Clients can message

Canned Message Responses

Keep Organized with Folders

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

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