Power-Ups

Customize your perfect Set of Features

Power-Ups in SuiteDash provide a flexible way for businesses to customize their software experience by adding features that are valuable to their specific needs without inflating the base cost of the platform. While SuiteDash’s core plans offer comprehensive functionality, Power-Ups allow businesses to enhance their toolkit with additional capabilities that might be essential for some but unnecessary for others. This approach ensures that the platform remains affordable and accessible to all users while still offering advanced options for those who need them.SuiteDreams: Every Power-Up that is live today is active in your SuiteDreams account automatically, with no separate Power-Up subscription charge. Each future Power-Up is added automatically when it launches.

blank
VIP Bundle Power-Up

Get access to the very highest level of Support, LIVE assistance & Community interaction. The VIP Bundle can be added to any Plan for one low monthly price.

  • LIVE Support Sessions:  You’ll have the ability to run your questions by a SuiteDash expert in a LIVE group session! VIPs have an additional menu in their Manage Account area that displays the schedule of upcoming LIVE Support Sessions. Simply click Enter Session at the appropriate time, and you’ll enter the Zoom meeting where a SENSEI Certified Agency Partner will be available to answer questions and guide the discussion.
  • PRIVATE Discord Access: The “VIP Suite” is a private Discord community server for VIPs only. Not only will you have real-time communications with other VIP SuiteMates, but you’ll also have the opportunity to interact with the SuiteDash Team, SuiteDash Wizards and SENSEI Agency Partners. The VIP Suite is home to a variety of LIVE Sessions, AMAs & other interactive Community events!
  • PRIORITY Support: We are honored by the many comments & reviews that go out of their way to compliment our Help Team and the quality of their support. Priority Support takes that already high level to an even higher level. As a VIP, your support requests will be tagged appropriately and be prioritized so that your questions will be answered as soon as possible.
Available only after your paid upgrade. Sold separately with standard plans; automatically included with the SuiteDreams All-in-One Package.
blank
PRIME Bundle Power-Up

A collection of powerful features designed to take existing functionalities to the next level!

  • Sales Funnel Builder: A flexible and robust add-on that will enable powerful new options in multiple areas of the platform. You’ll be able to create 2-Step or 3-Step Funnels that will give you multiple options to offer (free or paid) a specific resource like an LMS Product as the “desired product/service”. Build out an arsenal of publicly available (non-logged) Sales/Onboarding Funnels, each one directly associated with a specific asset, and completely customized as to how each target is onboarded. Future applications planned with Appointments, Proposals, Projects, Support Tickets, Membership Plans and Communities.
  • PDF Document Signing & Templates: Take your Document signing to the next level! You can already generate custom Documents w/ Dynamic Data using the Content Block Editor & Dynamic Data Placeholders, which is then converted into a PDF document. But, if you already have a PDF that you need to use as the base document, you now have that option with this PDF Document Signing & Templates. Upload PDFs, prepare them for signing, and send them out to be signed. You can even use PDFs as base Templates, modify them with dynamic data as part of an automation, and have them automatically sent out to multiple CRM and/or Staff Targets for eSigning.
  • Embeddable “Remote” Chat: Give your prospective Clients even more ways to make first contact with a real-time “Welcome” chat embedded on your Website or Landing Page! You can configure and embed a “Remote Chat” that will be available to interact with your Website or Landing Page visitors. Not only can you and/or your Staff be able to start a real-time conversation with the visitor, but you also have a wide range of helpful tools that will help manage your conversations, and easily add them to your CRM, Kickoff an Automated On-Boarding, direct them to helpful resources, and more!  This “Remote Chat” also integrates with the powerful Support Tickets functionality, so a visitor chat can be converted into a Support Ticket.
Add from your Manage Account menu. Available only after your paid upgrade. Sold separately with standard plans; automatically included with the SuiteDreams All-in-One Package.
blank
PLUS Bundle Power-Up

A carefully-selected set of useful tools and additional resources. The PLUS Bundle can be added to any Plan for one low price. More PLUS features are planned!

  • Credit Card Vaulting:  Securely “Vault” credit cards from your Contacts using reliable enterprise-level technologies paired with military grade PGP encryption. Then easily & securely retrieve/view the complete credit card number, expiration & security code. 100% PCI Compliant, which means that this feature complies with the technical and operational standards set forth to secure and protect credit card data stored and transmitted. PCI standards for compliance are provided by the PCI Security Standards Council.
  • Email Cannons:  Email Cannons enhance your arsenal by letting you pre-build beautifully-formatted HTML emails with dynamic placeholders, and then “fire” those emails directly to a single recipient (the Target) as part of an Automation. Any dynamic data will be inserted as the Cannon is fired, and the Target will be blown away by the super-pro look & feel! You can fire Email Cannons manually or via Kickoff Form, Update Form, Trigger/Action Automation, or while adding & importing Contacts. You can unleash your Cannons on any Prospect or Client, in either “Invited” or “Uninvited” status.
  • Form Cannons:  Have you wanted to “send” Forms to your Contacts? Form Cannons make it possible to send Forms easily by email! You can easily enhance and simplify the customer journey by automating the sending of Forms directly to the inbox of your prospective Clients. Form Cannons can be fired manually, or Automatically as a part of our No-Code Automations functionality. One of the best parts about Form Cannons is that you can include MULTIPLE Forms for your Prospect or Client to complete.
  • Enforce Secure Passwords:  To make sure your portal remains secure & private, you’ll have the option of customizing the complexity and length of the passwords that will be permitted when setting up an account. You’ll have the choice of defining how many characters, what types of characters and more.
  • Enforce Two-Factor Authentication:  For the ultimate in security, require Two-Factor Authentication for your Staff, for every Client and Contact who signs in to your portal, or both, with a Compliance Window that gives everyone time to set it up.
  • Additional 1TB of File Storage:  Increase your current File Storage Quota by a full 1TB (1,000 Gigabytes)
Add from your Manage Account menu. Available only after your paid upgrade. Sold separately with standard plans; automatically included with the SuiteDreams All-in-One Package.
WORLDs Power-Up icon
WORLDs Power-Up

The WORLDs Power-Up lets you create multiple WORLDs inside a single platform account to cleanly filter CRM data, grant targeted access, protect sensitive resources, and scale operations seamlessly — all inside your unified, fully branded portal. Built for solopreneurs, small teams, agencies, franchises, and multinational organizations alike.

SCALE YOUR OPERATIONS — Activate the WORLDs Power-Up for just $40/month. This subscription includes 5 WORLDs to get you started, giving you the flexibility to segment your business immediately.

  • ✅ Includes all WORLDs features and functionality
  • ✅ Includes 5 WORLDs in the base subscription
  • ✅ Need more? Add extra WORLDs for just $5/mo each
  • Advanced CRM Filtering: Assign CRM Target visibility to specific WORLDs so only authorized Staff can see related Projects, Documents, or Deals. Automation routes new Targets to the correct WORLD, eliminating clutter and confusion.
  • Critical Asset Security: Lock Document Generators, Forms, Task/Project Generators, Drip Campaigns, and more to a WORLD. Only Staff in that WORLD can view or edit, preventing accidental edits and cross-team mix-ups. Seamless WORLDs Switcher for Staff supports multi-WORLD use cases.
  • Work with Outside Collaborators: Give third parties a Staff login and place them in their own limited-access WORLD where they see only assigned CRM Targets and assets. Fine-grained permissions and automations ensure airtight isolation from internal data.
  • Departmental Autonomy: Create dedicated WORLDs for Staff like Marketing, Billing, HR, or Sales. Each WORLD gets tailored assets and Automations while Admins maintain global visibility and unified White Label branding.
  • Multi-Office Scalability: Spin up WORLDs per office or region (e.g., London, Sydney) with their own assets and CRM Targets, while HQ retains centralized oversight — all without juggling multiple platform accounts.
  • Enhanced Efficiency: Staff see only what’s relevant inside their WORLDs. Focused access and WORLD-based Automations reduce distractions, streamline workflows, and speed up day-to-day operations.
  • Client Privacy: WORLD-level segmentation enforces strict data separation so Staff & Freelancers only access what’s appropriate. Your branded Client Portal delivers a clean, compliant experience.
  • Solopreneur Security: Use a high-access Owner/SuperWORLD for yourself and limited-access WORLDs for freelancers. Keep critical Automations and Generators protected while giving helpers only what they need.

Add the WORLDs Power-Up today and start organizing your business with your first 5 WORLDs.

Add from your Manage Account menu. Available only after your paid upgrade. With standard plans, this $40/month Power-Up includes 5 WORLDs; each additional WORLD is $5/month. Sold separately with standard plans; automatically included with the SuiteDreams All-in-One Package, with 100 WORLDs.
blank
COMMUNITY Power-Up (BETA Access is currently LIVE!)

Enable a whole new way to communicate and interact between you, your Staff & your Clients! The Community Power-Up has been imagined and designed to seamlessly integrate into your existing CRM + White Label Portal so that you can bring even more value to your unique offerings!

  • Up to 5 fully independent Communities:  Each Community will include a feature-rich discussion forum and a robust set of functionalities designed to streamline interaction and encourage Member participation. Each additional Community over the allotted five (5) is billed at an additional $5 per month.
  • UNLIMITED Members: There is no limit to the number of Members you can add to your Communities – these can be your existing Clients & Prospects PLUS any new CRM Targets! This makes it easy to scale your Community as it grows. Everyone you add gets every Public Space in the Community.
  • UNLIMITED Spaces: Spaces are sub-sections inside of each Community that can be based on individual topics and/or access permissions. Spaces can be made public or private within the Community & private Spaces can be tied to a specific payment or subscription, thus allowing access only if the Member has the proper permissions.
  • UNLIMITED Posts: There is no limit to the number of posts in your Communities. Posts can be text-based or image-based.
  • UNLIMITED Polls: Polls are a great way to get feedback from your Community members. You can create polls to ask questions about your products or services, your marketing campaigns, or anything else you want to know.
  • Permissions & Moderators: Choose which Staff Roles, Staff Members or Teams can Create, Edit and Delete Communities, and which ones Moderate them.
  • Coming Soon > LIVE Community Chat & Direct Messaging: You will have the option of letting the Members of your Community participate in a LIVE Community Chat and additional options to allow direct private messaging between the Members. This is a great way for Members to get to know each other, ask questions, and share ideas. Direct messaging allows Members to send private messages to each other, which can be useful for having more in-depth conversations or sharing sensitive information.
  • Coming Soon > LMS Course Communities: Create a Community around your LMS offerings by associating LMS Courses with a particular Community and/or Space within a Community. This can help to create a more engaging and interactive learning experience for Course Participants, and it can also help to build a Community around your LMS offerings.
This Power-Up is now LIVE but still in BETA status. Until the BETA status is removed, Early-Bird Pricing of $15/month is currently ACTIVE. Lock-in this monthly rate for LIFE before the COMMUNITY Power-Up exits BETA, after which the price will increase to $40/month. Early-Bird Pricing will be honored for as long as the Power-Up is active in your account. Subscribe from your Manage Account menu. Available only after your paid upgrade. Sold separately with standard plans; automatically included with the SuiteDreams All-in-One Package.
blank
Advanced Shopping Power-UpCOMING SOON

Sell your expertise the way you actually price it, inside your own branded portal. Price engagements the way you quote them, let clients see a real number instead of “starting at”, and end checkout the way your business actually ends things. The same system also publishes browsable, filterable inventory when you need it.

One entry instead of nine. Raise your rates once, not nine times.

  • Engagements Priced the Way You Quote Them: Price by entity type, scope, seniority, hours, format or length from a single entry, instead of maintaining nine near-identical Items just to present three real choices.
  • A Real Number, Not a Callback: A prospect selects “S-corp, monthly close, two states” and sees a price. “Starting at” stops being the first thing they learn about working with you.
  • Checkout That Ends Your Way: The cart hands off to a form whose flow decides the ending: pay, request a quote, send an inquiry, or kick off an Automation.
  • Attributes, Variations and Categories: Reusable Attributes with real data types (so “under $500k” and “3+ beds” filtering works), Variations with their own price, stock, image and SKU, and Categories to organize it all.
  • Catalog Block with Filters: Drop a filterable, sortable catalog onto any public or portal page with the block builder you already use, plus a detail view with gallery and variation selection.
  • A Cart in Your Own Words: Works for logged-in clients and anonymous visitors, and can be relabeled as Cart, Favorites, Saved Properties, My Garage or Quote List.
  • Additive by Design: It turns on with one switch per company. Every Item, Add-on, Package and Price Bump you already have keeps working exactly as it does today.
  • Coming Soon > Configurable Packages: Packages stay fixed-price bundles at release. Configurable Packages are planned as a follow-up.
Community Appreciation Pre-Release Sale
$479 one-time, for LIFE
Community Appreciation Pre-Release Sale: pay $479 once and keep this Power-Up for LIFE, including all future improvements. After release, the price will be $40/month. Once released, this Power-Up is automatically included with the SuiteDreams All-in-One Package. Add from your Manage Account menu. Available only after your paid upgrade.
blank
Reputation Power-UpCOMING SOON

Your happiest clients finally say so in public, and what they say belongs to you. One automation asks at the moment the work lands, and the answer becomes a review, a referral, or a testimonial you can put in your next proposal.

Ask at the right moment, every time, without remembering to.

  • The Ask Goes Out by Itself: A Send Reputation Request action runs when work actually finishes: an invoice paid, an appointment completed, a project, phase or task done, a deal stage reached, or a form submitted.
  • Ask From a Client’s Record: “Ask for a review” sits in an active Client’s actions, with the same safety checks as automation.
  • Happy Clients Go Public, Unhappy Clients Reach You: Clients answer It Went Well or Not So Well first. Happy clients choose Google, Facebook, Yelp, Trustpilot, a Written Recommendation or Refer Someone. Unhappy clients reach a Private Feedback form, which can create a follow-up task.
  • Testimonials You Own: The client chooses how they are credited (full name and role, first name and initial, or anonymous). Publish approved recommendations with the Testimonials block on portal pages, the Dashboard and Proposals.
  • It Will Not Embarrass You: No ask while a support ticket is open or an invoice is overdue, one reminder at most, a waiting period before asking the same person again, and an optional working-hours hold.
  • Entirely Your Brand: Your logo, your domain, your sender, and no third-party account to connect.
  • Coming Soon > Embed on Your Own Website: Show your testimonials on your external website.
  • Text Message Asks: Send review requests by text from your automations, as well as by email.
Coming soon: price at release
$40/month
Coming soon: Not available to buy yet. After release, the price will be $40/month. Once released, this Power-Up is automatically included with the SuiteDreams All-in-One Package. Each company needs its own Power-Up; a reseller’s purchase does not cover its client accounts.
blank
Target Audience Power-UpCOMING SOON

Describe the kind of business you want to win, in your own words, and get back a researched shortlist of real ones, landed in your CRM and ready to approach. No bought lists, no second prospecting subscription, no spreadsheets.

From an empty CRM to real, local prospects without leaving your portal.

  • Describe It Like You Would to a Friend: Write one plain sentence. The Power-Up shows back what it understood (the kind of business, the map categories, the area and distance) so you can adjust before anything runs.
  • Know the Cost Before You Start: Choose how many businesses to research and see the most the search can use before anything is spent.
  • Researched, Not Just Listed: Each business is researched from its own website: why it fits, what it does, how big it is and how to reach it.
  • Start It and Walk Away: The search runs in the background with plain progress, and the results are waiting when you come back.
  • You Choose What Lands: Tick the businesses you want and add them as Leads with their research attached, up to 100 per search by default. Nothing lands that you have not chosen.
  • Never a Duplicate: Businesses already in your CRM are marked before you choose, and nothing is added twice.
  • Searches You Can Rerun: Saved descriptions can run again, and businesses you turned down stay turned down.
Coming soon: price at release
$40/month
Coming soon: Not available to buy yet. After release, the price will be $40/month. Once released, this Power-Up is automatically included with the SuiteDreams All-in-One Package. Requires an A.I. connection (the managed A.I. service or your own A.I. key). Searches cover the United States and Canada. Results are not checked against licence registers.
blank
Social Media Scheduling Power-UpCOMING SOON

Social media scheduling that lives where your business already does. Write a post once, tailor it for each platform, pick when it goes out, and it publishes itself, from the same branded portal you already use for clients, projects and invoices.

Seven platforms. One calendar. One less subscription.

  • Seven Platforms: Facebook, Instagram, LinkedIn, TikTok, YouTube Shorts, X and Threads.
  • Connect in Under a Minute: Sign in and approve. No developer portal, no keys to copy. (YouTube Shorts is the one exception: it connects through your own Google project, and we walk you through it.)
  • Write Once, Tailor for Each Platform: Posts are written properly for each platform instead of trimmed to the shortest one, with AI shortening a long post to fit X.
  • Schedule It and It Posts Itself: Drag posts onto the calendar and they publish on time, even when nobody is logged in. See what published and what failed.
  • Your Brand, Your Portal: Everything lives in your white-labeled portal, so your clients never see SuiteDash.
  • Agency Mode: Run a separate social presence for every client you manage, on one color-coded calendar, with the visibility rules your team already uses.
  • Coming Soon > Client Approvals: Let clients log in and approve posts before they go out.
Coming soon: price at release
$40/month
Coming soon: Not available to buy yet. After release, the price will be $40/month. Once released, this Power-Up is automatically included with the SuiteDreams All-in-One Package. Agency mode remains a separate plan. Posting to X draws on an included allowance, and you add funds only if you go beyond it (or connect your own X app and nothing is metered).
blank
PortalBank Balance Power-UpCOMING SOON

Sell hours, session credits or money up front, and give every client a balance in their own portal that shows exactly what they have left. The time you bill and the sessions they book draw it down by themselves, so nobody keeps a spreadsheet and nobody has to ask.

Stop answering “how many hours do I have left?”

  • Sell It Like Anything Else You Sell: Attach a balance to any Item, Add-on or Package. When the invoice is paid, the hours, session credits or money land on that client’s balance.
  • Top-Ups and Resets: Schedules and forms can top up or reset a balance, like a retainer that resets every month.
  • Prepaid Work Is Never Billed Twice: Time billed against prepaid hours shows on the invoice at no charge, marked as covered by the client’s balance, so your hourly rate never shows.
  • Pay From Credit, Book With Credits: Clients can pay an invoice from their credit, and a session their credits cover books with no checkout.
  • Everyone Sees the Same Balance: Clients see each balance and every entry behind it in their portal. Your team sees the same balance on the client’s record and can add or reverse an entry.
  • Know Before It Runs Out: You get an email when a balance runs low, so you can sell the next block in time. Running out never stops your team’s work.
Coming soon: price at release
$40/month
Coming soon: Not available to buy yet. After release, the price will be $40/month. Once released, this Power-Up is automatically included with the SuiteDreams All-in-One Package. Your account’s PortalBank (how you pay SuiteDash) is separate from this Power-Up, which is the balance your clients keep for your work.

Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal
blank

EXTREME White Label

Digital Marketing
blank

Appointment Scheduling
blank

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature
blank

Project & Task Management

Payments + Subscriptions

File Exchange
blank

Learning Management (LMS)
blank

Support Tickets
blank

Interactive Community
blank

Secure Messaging