Secure Client Portal
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Give every Client a secure place to find their work, files, updates and next steps under your brand.
Build a personalized Dashboard and Portal Pages for each Client or Company. Bring files, messages, forms, Project status and embedded resources into one sign-in, with visibility controlled by the permissions you set.
Replaces…ClinkedOnehubAssembly
Powerful & Flexible Client Portal
SuiteDash is fully customizable to fit the unique needs of your business or organization. With our flexible configuration, you can create uniquely personalized Client & Staff experiences that sync with, enhance & automate your existing workflows.
Build Dynamic Data Dashboards
Dynamic Data Dashboards transform your business efficiency by offering customizable, purpose-built dashboards tailored to Client and Staff needs. With pre-built Templates and Dynamic Data Placeholders, setup is quick and personalized.
Functional + Powerful Dashboards
Easily create unlimited, personalized Dashboards with the Dynamic Block Builder, tailored to each client or team. You and your Staff will enjoy the ability to search, filter, and sort customer and reporting data without leaving the Dashboard.
Customize what your Clients can see
Customize what your Clients, Staff, and Freelancers see with Dynamic Custom Menus and utilize the Translations feature to customize labels and Menus or choose from more than a dozen Community-sourced Translation Sets (Spanish, French, etc..)
Paid Portal Access
Secure your Portal access by requiring one-time payment or recurring subscription options. Seamlessly integrate with all payment gateways, ensuring access only after payment verification.
Dynamic Block Editor for Content
Unlock seamless content creation with SuiteDash’s Content Block Editor. Effortlessly build and style complex layouts using powerfully integrated pre-built Blocks to showcase Tasks, Invoices, Files, Checklists, Forms, and more. Enjoy drag-and-drop simplicity, Dynamic Data insertion, and continually updated Templates,
Use Forms in your Portal
Standalone or Embeddable Forms help you streamline and standardize onboarding. Effortlessly create custom fields on the fly and let client choices dictate their journey, all while auto-assigning permissions and triggering automations.
White Label your Client Portal
Customize EVERYTHING with your brand, customize with your URL, and provide your Clients and Staff easy access with your very own White Label mobile app. Your clients will see only your brand, not SuiteDash.
“Magic Link” Login
Say goodbye to the hassles caused by forgotten passwords! With a simple email entry, Clients receive a secure, one-time “Magic Link” that logs them in instantly. Customize the link’s duration or click limits to enhance security. Perfect for even the most tech-challenged users.
Template Library
An entire Library of pre-built Dashboards, Forms, Proposals, Portal Pages, Documents, and Email Marketing Campaigns. Instantly preview and use Templates, or create and share your own privately with colleagues or publicly with the entire SuiteMate Community.
I love the fact that it creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.
