cloud crm and client portal software

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

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