Secure Messaging + Live Chat

Communicate seamlessly with Client and your Team in a secure & organized way

Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.

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 customers.

Replaces…

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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

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