Powerful CRM Funnel & Onboarding Tool
Client Management + Automations
Add Contacts manually, by import, or by embedding a form on your website
Auto-Add Contacts to a built in Email Marketing Drip Campaign
Auto-Assign permissions to Files/Docs/Pages using Client Circles
Auto-Assign Contacts to a specific Coordinator (point of contact)
Auto-Schedule your Calendar with Prospect/Client follow ups
Auto-Generate Projects using Project Profiles & Templates
Embed Intake Forms on your website
Customize the Intake Form with your questions & Custom Data Fields
Easily create Custom Fields on the fly while customizing the Intake Form
Customize the styling of the form so that it matches your website perfectly
Show a custom success message, or redirect users to your choice of URL
Auto-assign permissions to Contacts who complete the Intake Forms
Auto-trigger automations when the Intake Form is submitted
Custom CSS gives you ultimate control over the form appearance
Use Forms in your Portal
CRM Update Forms let you update existing Contacts or present them with follow-up Forms that add more info to their profiles
For each Form, you can customize the Actions that are triggered when the Form is submitted. Available Actions (Automations & Integrations) will grow over time
General Purpose Forms give you even more flexibility
Trigger Automations & Integrations automatically
One-Stop Client Management
See & Manage all Contact info & resources in one place
Make Clients private so that only certain Staff can view
Assign each Client a Client Coordinator as their point of contact
Easily ‘Set & Forget’ reminders to follow-up or reach out to Contact
Organize Notes on every interaction that can be shared with Team
Quickly create & manage Internal Tasks related to the Client
Upload/Manage/Download all Client Files from their Dashboard
Automate with Client Circles
Circles give you the power to make assignments based on Circle affiliation
Easily assign Circle(s) in the Add Contact form, or via an Intake Form
Pre-create entire sets of Portal Pages, File Repos, & assign via Circle
Clients can be part of just one Circle, or multiple Circles
Simple drag/drop to add/remove Clients from Circle
Event Templates & Calendar
Event Templates allow you to ‘pre-create’ and auto-schedule follow-ups
Events are displayed on your Calendar to keep you on track
You can sync your SuiteDash calendar with your Google Calendar
COMING SOON: iCal & Office365 Calendar integration
Client Data Import/Export
Powerful method for updating all the data fields associated with a Contact
Search filter quickly finds the item that you want to edit
Update everything in one operation using the Data Import feature
Export everything in one operation using the Data Export feature
Dynamic Data Placeholders
Use Dynamic Placeholders anywhere in the platform!
Create powerful Dynamic Dashboards to show Clients
When logged in, a Client sees his unique data points instead of placeholder
Setup General Dashboards & Info pages, but with Dynamic Data Points
