White Label Client Login Area

CRM Sales Tool

  • Enter every lead into the sales funnel, & schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks.
  • Contact specific ‘Notes’ can be private, optionally shared with just a few users (sales team), or with the entire organization. These notes keep a history of context for each prospect, allowing others to catch up & follow up if needed.
  • Track notes and events related towards a specific monetary target using ‘Goals’.
  • Easily generate a ‘Story’ about a specific company or contact, & you’ll view a timeline report of every action or note related to that entity, along with relative details.
  • Choose to send welcome emails to clients right away, or hold off until you have your portal just right.
minimal-screenshot-template-emailmarketing-1

Email Marketing

  • Create mailing ‘Lists’ manually, via CSV import, or simply generate a list based on your sales leads, prospects and/or clients
  • Send Email blasts using a 3rd party SMTP provider like Sendgrid, Mailgun, SendinBlue or MailJet. These ‘whitelisted’ mail services help ensure your emails are not filtered as spam.
  • ‘Templates’ make repeating your email marketing easy. You can have as many different templates as you like, and choose which to use as you create each ‘Campaign’
  • ‘Schedule’ email blasts to be sent at any time, or you can send them immediately
  • Eliminate the need for a 3rd party Email Sender like Mailchimp, Constant Contact or GetResponse.
minimal-screenshot-template-whitelabel-1

Secure Client Portals

  • Create private and secure areas on your site that are uniquely permissioned to only a specific client or group of clients.
  • Use our powerful page editor to create custom Client Portal pages visually, or with custom HTML.
  • Embed tables, videos, images, links and other resources into Client Portal pages with ease, no coding knowledge required.
  • Create as many Client Portal pages as desired, and assign them however you like to one, some, or all clients.
  • When your clients login, they can access all of their assigned private pages containing any information and resources you desire. Client menus are dynamically populated with their assigned pages.
minimal-screenshot-template-clientportal-1

White Label Branding

  • Fully rebrand your SuiteDash environment to match your company styling, and WOW your potential clients when they login for the first time, with the fully brandable Login page.
  • Everything from the menu colors, to text colors, to buttons, to the logo of your SuiteDash environment is completely customizable using the intuitive and easy-to-use menu.
  • Customization extends to automated email notifications as well, with colors, images, and even the optional social media links and copyright text in the footer all being customizable.
  • Bring clients into a customized portal by creating a custom URL for your SuiteDash installation, and ditch the default app.suitedash.com URL.

Imagine having a single software tool that can help you manage, organize & maximize your day to day business tasks

Client Tracking Scheduled Followups
CRM Contact Tracking Sales Funnel
Task Management Time Tracking
White Label Customer Portal
Online Invoicing Recurring Billing Software
SaaS Online Project Management Software
00-website-mobile-announcement_slide_notifications-copy
00-website-mobile-announcement_slide_notifications-copy-2