# Project Management & Invoicing Software :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing *Source: https://suitedash.com/features/project-management-invoicing-software/* > Project Management & Invoicing Software :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more Project Management & Invoicing Software :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing [Free Trial](https://suitedash.com/free-trial) [Login](https://app.suitedash.com/) Professional Client Portal Software ## Projects + Templates + Automation + ##### Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice. Manage your business like a pro with SuiteDash, the **All-in-One Business Software** that empowers collaboration with your team, and streamlines interaction with your clients. Replaces… Client Portal Alternatives [Start a Free Trial __](https://suitedash.com/free-trial/) ### Manage all Team Members See all tasks assigned to any team member across all projects in one place. Managers can easily drill down for a deeper view of project history, including actions taken, comments made, and uploaded files. SuiteDash keeps everyone on the same page and accountable for success. Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening. These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more [Start a Free Trial __](https://suitedash.com/free-trial/) ### Project Overview Dashboard Empower your clients and streamline communication with SuiteDash’s Project Overview Dashboard. This customizable hub keeps everyone on the same page with rich updates, progress reports, and collaborative features. Project Wiki Information with Dynamic Data Placeholders can be “pre-built” in Project Generators Rich updates, progress reports & collaboration experience between you and your Clients Customize the Project Dashboard with your Client’s logo to give them a truly professional experience Dashboard is highly customizable – show your Clients just what you want, and nothing you don’t [Start a Free Trial __](https://suitedash.com/free-trial/) ### Sequenced Project Templates Eliminate project setup headaches with Project Generators + TaskTemplates! Structure Projects to be automatically generated and populated with tasks and phases in the perfect order, ensuring your team hits the ground running on every project. Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish Create a sequenced Task list for your Client to follow [Start a Free Trial __](https://suitedash.com/free-trial/) ### Auto-Generate Projects ###### Pre-design your ideal projects with all the necessary details, and SuiteDash will build them automatically. Generators even use dynamic naming with client names and dates for a perfect touch. Pre-create and save Generators with all the details of how you want a Project to be auto-generated Employs a dynamic naming structure using the Client’s name, current date, etc., so that each Project will have a unique name Use built-in automations to auto-generate Projects during your Client onboarding process Systematize your on-boarding process to save time and hassle [Start a Free Trial __](https://suitedash.com/free-trial/) ### Trigger / Actions Automations Set custom automations triggered by completed tasks, project phases, or entire projects. Imagine proposals automatically moving to contracts, invoices generated upon completion, or automatic client updates based on project progress. SuiteDash keeps your business running smoothly while saving you money. Stop doing everything manually – harness the power of Automation! Build automated workflows that maximize efficiency and increase your bottom line profits! Trigger a unique set of Automations for each time a Task, Project Phase or Project is complete Automatically send Project Update forms to Clients based on the Project’s stage of progress [Start a Free Trial __](https://suitedash.com/free-trial/) ### Project & Task Folders + Files Ditch file chaos and keep projects organized with SuiteDash! Store project files securely in a dedicated space – you can show or hide from Clients. Project Folder Generators let you pre-build the perfect file structure for each project type, saving you time and ensuring consistency. Files that are uploaded to a Task or to a Project are well-organized in their own insulated structure Project Files allow you to store files associated with the Project in a private place which is kept hidden from the Client Built-in option to prevent Client from seeing the Files tab in the Project Project Folder Generators let you pre-configure the preferred file structure for each type of Project [Start a Free Trial __](https://suitedash.com/free-trial/) ### Kanban Project View ###### Simplify project management with SuiteDash’s Kanban View! Drag and drop tasks between stages, giving you a clear visual of progress and potential roadblocks. Easily drag and drop cards to switch between columns, automatically updating its information to match Card-based system that helps you visualize status and progress, and spot potential problems Optimize your workflow with one of the most popular project management techniques Two types of Kanban are available, Status View and Assignee View [Start a Free Trial __](https://suitedash.com/free-trial/) ### Search, Filter & Sort Tasks ###### Simplify task management for everyone with SuiteDash’s powerful search and filtering! Admins, managers, clients, and team members can find the exact task they need in seconds. Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more Every user see exactly the Tasks they need to access right then and there [Start a Free Trial __](https://suitedash.com/free-trial/) ### My Tasks Widget Every stakeholder sees the Tasks assigned to them in one powerful & comprehensive view – right on their Dashboard! SuiteDash even lets you control the layout and widgets displayed for each user role, ensuring everyone sees the information most relevant to their success. My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard For each task in the My Tasks widget you can click directly from the widget to the task details You can control the layout & which widgets will show on the Dashboard for every user role [Start a Free Trial __](https://suitedash.com/free-trial/) ### Fully Customizable Notifications ###### Ditch missed deadlines and communication gaps with project & task notifications! Fully configurable emails keep everyone informed about assigned tasks, project updates, and approaching deadlines Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities. When a user is assigned to a new Task, receives a new comment on an assigned Task, a certain Project due date is approaching, etc., a customizable automated email will sent to the corresponding user Additionally, each user can customize their notification settings on a personal level [Start a Free Trial __](https://suitedash.com/free-trial/) ### Flexible Project Assignments Streamline multi-client collaboration with Secondary Clients! Need to involve multiple people from a client’s company in a project? They can be assigned tasks, added as Followers of tasks and receive real-time updates and Project-related communication. Designed for when you need to collaborate on a Project with more than one person in a Company or team The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks [Start a Free Trial __](https://suitedash.com/free-trial/) ### Project Quick Switcher Simplify project hopping with the Project Quick Switcher! Jump between projects instantly, picking up right where you left off. This lightning-fast navigation is perfect for admins & project managers juggling multiple tasks and projects. Now you can move between Projects at lightning speed When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project Perfect for Project Managers who are quickly moving between Projects [Start a Free Trial __](https://suitedash.com/free-trial/) All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way! [~ Lisa S. via G2](https://www.g2.com/products/suitedash/reviews/suitedash-review-4388441) Consolidate your workflows & save BIG on software costs SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software. Automated CRM Onboarding Client Portal EXTREME White Label Digital Marketing Appointment Scheduling Digital Dynamic Proposals Billing + Packages Contracts & eSignature Project & Task Management Payments + Subscriptions File Exchange Learning Management (LMS) Support Tickets Interactive Community Secure Messaging SuiteDash [Why SuiteDash?](https://suitedash.com/why-suitedash/) [Plans & Pricing](https://suitedash.com/pricing/) [Integrations](https://suitedash.com/integrations/) [Updates Log](https://suitedash.com/updates-log/) [Roadmap](https://suitedash.com/roadmap/) Support [SuiteDash Documentation](https://help.suitedash.com/) [SuiteDash Academy](https://academy.suitedash.com/) [10 Min Intro Video](https://suitedash.com/founder-ceo-welcome-video/) [Request Support](https://help.suitedash.com/) [Suggest your Idea!](https://vote.suitedash.com/) Policy & Security [Terms of Service](https://suitedash.com/terms-of-service/) [Security Overview](https://suitedash.com/security-overview/) [Privacy Policy](https://suitedash.com/privacy-policy/) [DPF Notice](https://suitedash.com/dpf-notice/) [GDPR Info](https://suitedash.com/gdpr-commitment/) [Cookies](https://suitedash.com/cookie-policy/) Partners [Promoter Program](https://suitedash.com/promoter-program/) [Reseller Program](https://suitedash.com/reseller-program/) [Agency Partners](https://suitedash.com/become-an-agency-partner/) [Business Inquiries](https://suitedash.com/business-inquiries/) [Contact Us](https://suitedash.com/contact/) [__](https://www.facebook.com/SuiteDash/)[__](https://instagram.com/suitedash/)[__](https://x.com/suitedash)[__](https://www.youtube.com/c/suitedash) SuiteDash : All-in-One Business Software [SaaS Automated Business Management & Secure Client Portal Software](https://suitedash.com/s/), Branded White Label Client Portals, Email Marketing + Drip Campaigns, Structured Onboarding, Integrated CRM, Appointment Scheduling, Proposals, Contracts & eSignature, Project & Task Management, Invoicing & Recurring Billing, Subscription Management, Time Tracking, Wiki/Intranet, File Sharing, Client Dashboards, Secure Messaging, Support Tickets, LMS Learning, Community Forum, Staff Management, Chat / Direct Messaging with Staff AND with Clients, and much more... All-in-One Business Software optimized for any/all kinds of small/medium sized businesses (SMBs). Powering dozens of professional niches including [Digital & Website Agencies](https://suitedash.com/use-cases/digital-agencies-website-design-graphic-design-client-portal/), [Marketing & SEO Agencies](https://suitedash.com/use-cases/digital-agencies-website-design-graphic-design-client-portal/), [Accounting Bookkeeping & CPA](https://suitedash.com/client-portal-software-for-cpas-accountants-bookkeepers/), [Tax Return & Preparation](https://suitedash.com/use-cases/client-portal-software-for-tax-preparation-practice-office/), [Financial Services & Wealth Management](https://suitedash.com/use-cases/client-portal-for-financial-services-advisors-planners-wealth-management/), [Insurance Agencies & Agents](https://suitedash.com/use-cases/client-portal-software-insurance-agents-brokers-agencies/), [Law Firms & Attorneys](https://suitedash.com/use-cases/client-case-matter-portal-for-law-office-attorney-at-law-legal-firm-lawyer/), [Real Estate](https://suitedash.com/use-cases/client-portal-software-real-estate-agents-brokers-agencies/), [Construction & Property Management](https://suitedash.com/use-cases/construction-contractors-real-estate-developers/), Consulting & Coaching, [Virtual Assistant](https://suitedash.com/use-cases/client-portal-software-for-virtual-assistants/), [Travel Agencies & Travel Advisors](https://suitedash.com/use-cases/travel-agent-agency-client-portal/) and many more! SuiteDash is not affiliated with or endorsed by any of the organizations or software products that may be represented by a logo on this page any other page of the SuiteDash website, or associated advertising. Usage of these logos is only for the purposes of comparison. Copyright © 2026 SuiteDash Services, LLC All rights reserved.