Professional Client Portal Software

Projects + Templates + Automation

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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

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Kanban Project View

Optimize your workflow with one of the most popular project management techniques

Card-based system that helps you visualize status and progress, and spot potential problems

Easily drag and drop cards to switch between columns, automatically updating its information to match

Two types of Kanban are available, Status View and Assignee View

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Project Overview Dashboard

Rich collaboration experience between you and your Client

Show your Clients just what you want, and nothing you don’t

Customize with your Client’s logo to give them a rich experience

Project Progress: Show your Clients what % of the Project is complete

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Sequenced Project Templates

Structure Project 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

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Auto-Generate Projects

Pre-create and save Profiles 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

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Trigger / Actions Automations

Stop doing everything manually, and harness the power of Automation!

Build automated workflows that maximize efficiency and increase your bottom line profits!

Trigger a customizable Action sequence each time a Project Phase is complete

Trigger a customizable Action sequence each time a Project wraps up

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Project & Task Files

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

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Manage all Team Members

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

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Search, Filter & Sort Tasks

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

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My Tasks Widget

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

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Email Notifications for all Actions

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

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Secondary Clients

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

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Project Quick Switcher

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

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So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

~ Nafiur R. via Capterra

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