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 via built-in settings & Custom CSS so that it matches your website perfectly
Auto-assign permissions & auto-trigger automations when the Intake Form is submitted
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
Keep Private or Shared Notes on every interaction with the Contact
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 related to a specific Contact
Easily ‘Set & Forget’ Events on your calendar for a meeting, send a follow-up email or reach out to Contact
Events are displayed on your Calendar to keep you on track
You can sync your SuiteDash calendar with your Google Calendar
Client Data Import/Export
Powerful method for updating data fields or creating new custom fields in one operation
Search filter quickly finds the item that you want to edit. ‘Favorites’ let you keep your most frequently updated data fields pinned to the top for easy access.
Update everything in one go using the Data Import feature
Export everything in one go using the Data Export feature
Dynamic Data Placeholders
Use Dynamic Placeholders anywhere in the platform!
Create powerful Dynamic Dashboards so that the same Dashboard can be used for many Clients, but will also adapt to show each Client only their unique data.
Can be used in Announcements or in Portal Pages to display a unique message or update for each Individual Client
CRM Bulk Edit
Powerful way to update multiple Contacts at one time
You can select just one, or many Contacts to update
You can update just one data field, or many data fields in one operation. If left blank, field is not changed.
Select a Circle(s) and update the data of every Contact in a Circle in one simple operation
A simple, yet powerful tool that saves you time
