What CRM features does SuiteDash include?

SuiteDash includes contact and company management with custom fields, deal pipelines with multiple views, circles for segmentation and access control, activity logging, notes, and comprehensive filtering. Contacts move through lead, prospect, and client roles with different feature access at each stage. The CRM connects natively to invoicing, projects, documents, file sharing, scheduling, and the client portal, so every interaction with a contact is tracked in one system.

How do deal pipelines work in SuiteDash?

Deal pipelines track opportunities through customizable stages from initial contact to close. Each deal records expected value, close date, and associated contact. Four pipeline views are available: kanban cards for visual tracking, list for detailed sorting, stage for grouped progress, and forecast for revenue projections. Moving a deal between stages can trigger automations like sending proposals, generating contracts, or creating projects. Deals are available on the Thrive and Pinnacle plans.

What are circles and how do they work in the CRM?

Circles are groups that segment contacts for access control and communication. When you assign a contact to a circle, you control which portal pages, files, dashboards, and resources they can access. Circles also define marketing audiences when synced and serve as targets for automation triggers. Companies can auto-generate their own circles, automatically adding all associated contacts. This makes circles the primary mechanism for delivering tiered service experiences.

Can CRM data be customized with custom fields?

SuiteDash supports custom fields across ten usage categories including contacts, companies, projects, invoices, support tickets, and staff. Field types include text, number, date, dropdown, checkbox, and file upload. Custom fields appear in CRM dashboards, populate dynamic data placeholders in documents and emails, serve as form inputs, and trigger automations. Custom field categories restrict field visibility to specific circles, allowing different data collection per client segment.

How does the CRM connect to other SuiteDash modules?

CRM data flows into every module natively. Contact information populates proposals, invoices, and documents through dynamic placeholders. Role changes trigger onboarding automations. Circle assignments control portal access. Custom field values drive conditional form logic and drip sequence targeting. Deal stage transitions create projects and generate billing. This connected architecture means every team member works from the same client record rather than maintaining separate databases.

Can CRM workflows be automated in SuiteDash?

Automations trigger on dozens of CRM events including contact creation, role changes, field updates, circle assignments, and deal stage transitions. A single trigger can fire multiple actions: send emails, assign circles, apply project generators, create invoices, trigger FLOWs, and update field values. Auto-templates bundle common automation combinations for quick deployment. Conditional automation paths create branching workflows where different actions fire based on custom field values or form selections.

How does the SuiteDash CRM compare to standalone CRM tools?

Standalone CRMs manage contact data and pipelines but require integrations to connect with invoicing, project management, file sharing, and client portals. In SuiteDash, the CRM is the foundation that every other module reads from and writes to. When a contact signs a proposal, their record updates, a project creates, and billing starts without any middleware or data syncing between separate applications.

Can the CRM handle companies with multiple contacts?

SuiteDash supports company records with primary contacts and unlimited associated contacts. The primary contact represents the company in the portal and sees both public and private company custom fields. Associated contacts access only public company fields. Companies can auto-generate circles that automatically include all associated members. Primary contacts can switch between their individual profile and company portal, or be restricted to company-only access.

Are there limits on contacts or companies in SuiteDash?

All SuiteDash plans include unlimited contacts and companies with no per-record fees. There are no caps on the number of leads, prospects, clients, or companies you can manage. Custom fields, circles, and deal pipelines are also unlimited. The advanced filtering system handles large databases with multi-criteria search across any combination of default fields, custom fields, roles, circles, and activity dates.

What businesses benefit most from the SuiteDash CRM?

Service businesses that need their CRM connected to client delivery get the most value. Agencies, consultants, coaches, and professional service firms use the CRM as the hub connecting their sales pipeline to onboarding, project delivery, billing, and ongoing communication. The three-role lifecycle of lead, prospect, and client naturally maps to how service businesses acquire, onboard, and retain clients throughout the relationship.

Automated CRM

Keep every Lead, Prospect, Client and Company in one shared record as each relationship moves from first inquiry to active work.

Capture and organize Contacts, segment them with CRM Circles, move Deals through stages, and connect onboarding FLOWs, messaging, projects and invoices to the same Client history.

Replaces…~~HubSpotClickFunnelsLeadpages~~

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Advisor and client review a digital CRM record in a Mesa-branded workspace

One-Stop Client Management

Experience the convenience of one-stop client management with SuiteDash. Access and manage all contact information and resources in one central location, ensuring your team stays organized and efficient.

See and manage all Contact information and resources in one place

Assign Clients to specific Salespersons so that they are private

Assign each Client a “Client Coordinator” as their go-to point of contact

Keep Private or Shared Notes on every interaction with the Contact

Quickly create and manage internal Tasks related to the Client

Upload/Manage/Download all Client Files from their Dashboard

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Automate with CRM Circles

Harness the power of CRM Circles to automate and standardize and customize each Client’s experience. Assign Circles via the Add Contact form, Forms, or API.

CRM Circles give you the power to make assignments based on Circle affiliation

Easily assign Circle(s) in the Add Contact form, or via a Form or via the API

Pre-create entire sets of Portal Pages, file repos, and assign via Circle

Clients can be part of just one Circle, or overlap multiple Circles

Simple drag &drop to add or remove Clients from a Circle

Use Automations to add/remove the Client to/from one or more Circles, which can be used to control their experience

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Company First Workflows

Imagine having all your contact information and resources perfectly organized and accessible from a single location. SuiteDash’s centralized business management ensures that every detail is at your fingertips, streamlining communication and efficiency in your business operations.

Contacts can represent multiple Companies & easily switch between them with Profile Switcher

Option to assign all Portal items, Projects, etc., to the Company directly, so your processes don’t change when your Primary Contact at that Company changes

Assign the “Primary Contact”, the person at the Company who receives all notifications and updates

If that person leaves the company, you simply assign a new Primary Contact

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Deal Stages Pipeline

Monitor key insights with four unique view styles and a Kanban-style drag-and-drop interface, your sales process stays organized and focused. Forecast revenue and gain valuable insights to drive business growth and new initiatives.

Track key metrics during a sales process through stages

Four different view styles to choose from to monitor the pipeline from all angles

Drag & drop Deals cards to different stages in a Kanban-style interface

Keep your sales team organized and focused as you track opportunities

Forecast revenue and business growth, and receive insight to drive new initiatives

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Complete set of Onboarding Options

Effortlessly guide new clients with SuiteDash’s complete onboarding options. Auto-assign permissions and trigger specific automations, creating a seamless and efficient onboarding process tailored to your business needs.

Customize a Kickoff Form with your questions and custom data fields

Forms, FLOWs, Checklists & Dynamic Proposals help route your Prospects into the right workflows

Customize the styling for everything via built-in settings and custom CSS so that it matches your brand perfectly

Auto-assign unique permissions and auto-trigger specific automations for each onboarding workflow

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Client Management + Automations

SuiteDash’s Client Management + Automations feature allows you to seamlessly add Companies & Contacts through multiple channels, including manual entry, import, forms, or API.

Add Companies & Contacts manually, by import, by form, or via API

Auto-add CRM Targets to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using CRM Circles

Auto-Assign Companies to a specific Coordinator (point of contact)

Auto-Schedule your Calendar with Prospect/Client follow-ups

Auto-Generate Projects using Project Generators & Task Templates

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Onboarding FLOWs

Seamless onboarding with FLOWs. Automatically trigger a FLOW for your clients to complete essential tasks like eSigning documents, filling out forms, setting an appointment, uploading files and more!

Automatically trigger a FLOW for a new Client to complete before access to the Portal

Have your Client eSign documents, fill out forms, upload files and more in an automated sequence

Activate an Onboarding FLOW after self-registration or a bulk CRM import

Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

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Trigger / Actions Automations

Experience unparalleled efficiency by chaining multiple actions in a sequence that automatically triggers, reducing manual tasks and freeing up your time for strategic work.

Chain several Actions in a row that are triggered automatically

Auto-Add Contacts to a built-in Email Marketing Drip Campaign

Auto-Assign permissions to Files/Docs/Pages using Client Circles

Auto-Generate Projects using Project Generators & Templates

Assign Actions to Onboarding FLOWs and Kickoff Forms to get your new Clients set up behind the scenes

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Event Generators & Calendar

Event Generators let you “pre-design” a series follow-ups so that you don’t have to create them manually. Meetings, follow-up emails, or outreach tasks are all automatically created & visible on your SuiteDash Calendar.

Event Generators allow you to “pre-create” and auto-schedule follow-ups related to a specific Contact

“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

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Client Data Import / Export

Manage your CRM data with SuiteDash’s powerful Import/Export features. Add large batches of CRM entries with ease, standardize field selections with saved configurations, incorporate Custom Field data, and trigger Automations during import.

Powerful method for adding large batches of CRM entries

‘Remember Selection’ makes it easy to standardize the field selections & order of your Export

Add Custom Field data & set Automation during the Import

Export everything in one go using the Data Export feature

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CRM Bulk Edit

Update multiple CRM entries at once, whether it’s a default Data Field, a Custom Field, or a huge combination of both. Quickly modify details for entire Circles, and reassign Coordinators or Salespersons for hundreds of Companies or Contacts.

Powerful and easy way to update multiple Contacts at one time

Intuitive options let you update just one data field, or many data fields

Select a Circle(s) and update the data of everyone in a Circle with one simple operation

Easily change the Coordinator or Salesperson for hundreds of CRM entries

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I love using SuiteDash. It allows me to automatically onboard my clients using automation. For a long time, I have been using email service software and I have been able to replace the software for my bookkeeping firm because SuiteDash allows me to acquire leads.

~ Kianja J. via G2

Automated CRM

Keep every Lead, Prospect, Client and Company in one shared record as each relationship moves from first inquiry to active work.

Capture and organize Contacts, segment them with CRM Circles, move Deals through stages, and connect onboarding FLOWs, messaging, projects and invoices to the same Client history.

One-Stop Client Management

Experience the convenience of one-stop client management with SuiteDash. Access and manage all contact information and resources in one central location, ensuring your team stays organized and efficient.

Automate with CRM Circles

Harness the power of CRM Circles to automate and standardize and customize each Client’s experience. Assign Circles via the Add Contact form, Forms, or API.

Company First Workflows

Imagine having all your contact information and resources perfectly organized and accessible from a single location. SuiteDash’s centralized business management ensures that every detail is at your fingertips, streamlining communication and efficiency in your business operations.

Deal Stages Pipeline

Monitor key insights with four unique view styles and a Kanban-style drag-and-drop interface, your sales process stays organized and focused. Forecast revenue and gain valuable insights to drive business growth and new initiatives.

Complete set of Onboarding Options

Effortlessly guide new clients with SuiteDash’s complete onboarding options. Auto-assign permissions and trigger specific automations, creating a seamless and efficient onboarding process tailored to your business needs.

Client Management + Automations

SuiteDash’s Client Management + Automations feature allows you to seamlessly add Companies & Contacts through multiple channels, including manual entry, import, forms, or API.

Onboarding FLOWs

Seamless onboarding with FLOWs. Automatically trigger a FLOW for your clients to complete essential tasks like eSigning documents, filling out forms, setting an appointment, uploading files and more!

Trigger / Actions Automations

Experience unparalleled efficiency by chaining multiple actions in a sequence that automatically triggers, reducing manual tasks and freeing up your time for strategic work.

Event Generators & Calendar

Event Generators let you “pre-design” a series follow-ups so that you don’t have to create them manually. Meetings, follow-up emails, or outreach tasks are all automatically created & visible on your SuiteDash Calendar.

Client Data Import / Export

Manage your CRM data with SuiteDash’s powerful Import/Export features. Add large batches of CRM entries with ease, standardize field selections with saved configurations, incorporate Custom Field data, and trigger Automations during import.

CRM Bulk Edit

Update multiple CRM entries at once, whether it’s a default Data Field, a Custom Field, or a huge combination of both. Quickly modify details for entire Circles, and reassign Coordinators or Salespersons for hundreds of Companies or Contacts.

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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