Powerful Client Management
Add a Contact into your CRM in seconds
Auto-Schedule follow ups with your Clients
Auto-Add Contacts into your Email Marketing Lists
Client Circles give you the power to quickly assign permissions
Control who on your staff can see particular Clients
One-Stop Client Dashboard
See & Manage all Client resources in one place
You can pre-assign which folder the file will be uploaded to
Clients don’t need to be logged in to upload to the Request
You are notified by email when the File Request is fulfilled
You can add a deadline to the File Request
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
