SuiteDash serves a variety of needs, for one small price

SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard. Whether you are a “One Person Show” or a large enterprise level corporation, or anything in between, SuiteDash can serve your needs with ease & elegance. Easy is the goal in everything that we design for SuiteDash. It is designed from the ground up to be easy to learn and use, for people of all technical skill levels. Whether you need to manage invoices, client portals, projects and tasks, file sharing, or any and all of the above, SuiteDash is a tool that will let you do it all and much more, with one login, and one monthly subscription.

Secure Client Portals

• SuiteDash gives you the power to create private and secure areas on your site that are uniquely permissioned to a particular client or clients. Everything is structured seamlessly and intuitively so that both you are your client are comfortable within the framework. You can create as many clients /client areas as you like, and assign them however you need.
• When your clients login, they are presented with their customized dashboard. From there they can access all the resources that you’ve given them permissions for. Your clients can view private pages containing any information and resources you desire, upload/download files, view tasks and reminders, view project details, and much more…
• When you bring a client into your branded SuiteDash, you give them a feeling of inclusion in your organization. Clients can only see what you prefer them to see, as you are able to finely control the client’s access and visibility to pages, files, projects, sprints, tasks, and more. Clients will only have access to what you assign to them, so there is no risk of a client seeing a file or project that is not permissioned to them, ensuring that all of the data in your installation remains private and secure.

Project Management

• Projects are more easily handled when they are broken down into methodical, organized steps. SuiteDash lets you easily take a project, and divide it up into sprints, and then even further into individual tasks. This level of division gives you complete control of a project on a micro level, while simultaneously letting you view progress on a larger scale. Additionally, SuiteDash lets you create projects that integrate and associate not only the client, but also a myriad of other users and resources, such as staff members, collaborators, files, notes, reminders, events and more.
• Efficiency is key to running a business, and to managing projects effectively. In SuiteDash, everything is connected and organized in an intuitive way so that you’re never more than a click or two from your destination, ensuring that you can get to the information you need quickly. No time is wasted when you’re using SuiteDash to manage your business.
• To make finding the right info even easier, filters, tagging and associations are included through the Project Management system to make organizing, finding and displaying the necessary projects, sprints, and tasks powerfully simple. No more clicking blindly through endless pages of data, trying to find that one important task. SuiteDash lets you easily search, sort, and filter your way to the exact data you need, so you can spend less time searching, and more time doing what needs to be done.

Tasks & Reminders

• Not only can you easily include your staff and clients in projects, you can quickly assign tasks, set reminders, send alerts, share files, and more… Even better, you have full control over the assignment and permission of every action, task, file, and resource. These items can be assigned or permissioned to one, several, most or all users, depending on group or project affiliation, and depending on your personal preference. This helps ensure that only the appropriate users have access to the corresponding information, and no private data will be visible to the wrong eyes.
• Task creation is simple, and the assignee of the task will receive notification immediately. SuiteDash is built to make sure that someone is always responsible for a task. When a task is assigned or completed an alert is sent to the corresponding party. If a task can’t be completed due to a conflict, the user can return it to the sender and ask for more information. Each of these alerts can also be sent as an email. Additionally, each task has a history log that allows you to see who’s accessed and updated tasks over time, ensuring that nothing is ever left up to question.
• Finding a specific task has never been easier, thanks to filters, sorting, and tagging that are built right into the task management system. No more clicking blindly through endless pages of data, trying to find that one important task. SuiteDash lets you easily search, sort, and filter your way to the exact data you need, so you can spend less time searching, and more time doing what needs to be done.

Customer Relationship Management (CRM)

• SuiteDash lets you easily keep track of where your customers fall in the “sales funnel”, using different client roles. When a client has yet to be sold, they are your prospect. Your prospects are your future clients, and they should be treated with the importance they deserve. SuiteDash helps you keep them, and all their information organized and secure in one convenient location. Not only can you keep all the prospect’s vital information, but also notes about each interaction with them, and scheduled meetings or follow-ups.
• Different client roles are an indispensable function for any business, as they help you quickly see “at a glance” how far along a sale is progressing for a particular client, so you can take the appropriate next steps to help close the deal. Additionally, the extensive history log is invaluable to help teams keep track of who has done what with regard to each prospect, and helps avoid unnecessary repetition of tasks.
• When a prospect is ready to be sold, SuiteDash converts them easily to a client, and all their contact information, notes, goals, events, etc…. are kept intact, making sure that you are always able to look back and understand each client’s history as necessary. Once a prospect is converted to a client, you will be able to invoice them, and collect payment online, all through the same SuiteDash system where it all began. The client will have their own unique login credentials for the installation, which will allow them to login and view their own version of the dashboard.

Advanced File Sharing

• Allows site owner to upload files that are exclusively permissioned to a particular client, set of clients, or even staff members. You can easily permit clients to upload files to their Client Area, and an email will automatically send to chosen users/admins to notify them of the new file upload. Files of any type are supported, with the admin even having the option to control upload of specific file types at their discretion.
• Categorizing of files is as easy as a few clicks, so that you and your clients can easily categorize and organize the files that you’re sharing. You can easily edit category names, re-assign files to categories, and sort category names using drag/drop interface, giving you full control over how your files are displayed, making future sorting and filtering that much easier.
• Centralize your documents into one place and make them available to your entire staff and client base on a case by case basis. Upload & Share everything from contracts, screenshots, image files, logos, and design files, to zip files, PDFs and much more. Additionally, File Versioning lets you always be sure which version of a file is the most recent, and track the changes of the file over time.

Estimates, Invoicing & Contracts

• SuiteDash lets you take care of business in a work flow that already makes sense, but much more centralized, efficient & integrated than the clunky invoicing system you are currently using. Estimates, Invoices & Contracts can be generated, customized, delivered and paid, all from within SuiteDash, thus eliminating the need to use separate solutions for this task. Keep your invoicing and contracts in the same place where your clients, projects & time tracking lives. Make sense, doesn’t it?
• Work flow is simple – Create an Estimate from scratch or from a pre-existing template, and easily send to the client. You get a message when the client approves, and then you can easily turn that Estimate into an Invoice. You then have the option to use the information from that Invoice to dynamically generate a Contract that marries your pre-designed template with the client data, work to be done and agreed upon compensation structure. In one simple workflow, you’ve completed all the necessary paperwork in the most efficient and professional way possible.
• Filters, tagging and associations make organizing, finding and displaying the necessary Estimates & Invoices powerfully simple. Just a few clicks, and you can locate any information you need, no hassle, no waiting.

Team Collaboration with Real Time Group Chat

• Using SuiteDash as a team is like instant messaging, but designed exclusively to inspire and facilitate productivity when groups are working together. Chat one-on-one with a particular team member, or gather multiple users together into a group, and use the combined brain power to handle any project or problem with ease. Whether you need to talk out an issue, confirm a change, or simply keep up team morale, chatting in real time can be much more effective than slow emails, and SuiteDash lets you do it without ever leaving your dashboard.
• Easily share text, files, images, screenshots and more in real time, with one person, or several. Sometimes you need to send data directly to a person, or group of people, and you want confirmation that it has been received. By sharing resources through chat, you can get instant feedback, complete with read receipts, helping you be sure that the right person has received the right info at the right time.
• Save transcripts of conversations, so you don’t lose valuable pieces of information. Each chat window is treated like an individual conversation, and a full documented history is saved for each, allowing you to easily retrace talking points to confirm details, and otherwise ensure that responsibility for a particular task or action falls on the correct team member.

SuiteDash Live Stream

• Each and every update to the system is recorded and appears in the Live Stream. The items that appear in any one user’s stream is dependent on the user’s permissions set and project assignments. From the Live Stream, it’s easy to see updates and keep track of comments on each item, and what updates have been made on tasks, sprints, projects, estimates, invoices, contracts, clients, and much more. The admin/manager will see updates related to the entire installation, and each item will be stamped with the name of the user who made the change, along with a clickable link that will take you directly to the portion of the system related to that item.
• The Live Stream uses the latest technology to ensure instantaneous updates appear seamlessly in your stream, and each user can set default filters and options to easily control how much or how little is seen in the stream. Use the Live Stream to get a “bird’s eye view” of everything that is happening with your business, with more detail for every action only being a click away.
• The Live Stream becomes the pulse of your business as your team uses this incredible tool to create instant communications within your organization. Email is cumbersome when trying to have a discussion or trying to track the updates and comments on a particular project or client. The Stream eliminates all these inefficiencies and gives your business a tool that streamlines and economizes communications. Navigate to a specific task, note, or action with only a single click, and instantly leave feedback, make edits, or simply verify information, all from a single starting point.

Work Requests

• Your clients can submit Work Requests using their Client Portal – using items that you have pre-created and priced in the admin menu.
• By having your clients submit via the Work Request feature, you can direct them to submit the information that you’ll need. No more incomplete requests that then force you to go back to the client multiple times with questions. You can specify what information is needed, and the client will get that right the first time, thus resulting in greater efficiency.
• You can then easily turn that Work Request into an Estimate, Invoice, or Project with a single click, then send back to the client for approval, payment, or more input.

Company Knowledge Base (Coming Soon)

• Now you can create your own collection of knowledge for both internal staff and external clients and customers.
• Set up a product or service information area for your clients to teach and train them about your product or service, complete with links, manuals, etc…
• Whether it’s a series of tutorial screencast videos for clients, or a collection of “How Do I?” documents meant to help train new and existing staff, this feature lets you create a knowledge base and then tightly control permissions to each resource.
• Set up a training area for your clients to teach and train them about your product or service

Employee Training Tool (Coming Soon)

• Easily create an in-house training protocol that new hires can work through just minutes after receiving their login credentials
• You finally decided to hire a new member of the team, and he starts tomorrow. You realize that neither you or anyone on your team can possibly spare the time to sit and train with this new hire, but you need them up to speed approximately yesterday. So, now you’re distracted trying to figure out how to accommodate this new person on your team who just can’t be trained properly. It’s not fair to the new hire, and it’s dragging down the efficiency of the team as a whole.
• That’s how things used to be – before SuiteDash. With SuiteDash, no one has to drop what they’re doing to show Mr. or Mrs. Newbie the ropes. Because as you’ve been working for the past few months, you’ve taken just a few extra minutes to take screenshots or screencasts of your desktop as you’re working, and explaining in real living color how to do this, and how to do that. Got a great ‘new hire’ speech? Sit down in front of the webcam, and record it for posterity ( and put your mean face on!! ) Combine this with an excellent FAQ creation and management system, a Training Module/Lesson/ system, and a top notch messaging system for any specific questions, and your new employees can become self-taught gurus on how your company is supposed to run.

Idea Incubator (Coming Soon)

• Now, when an idea pops into your head, you have the perfect place to store it. SuiteDash‘s Idea Incubator lets you start the idea, add files, screenshots, notes and details to it as you go along. You can even bring other team members into the Idea to let them begin adding thoughts and feedback.
• When the idea has formed to the point that you’re ready to move forward, you can quickly and easily convert it into a Project, setup Milestones and Tasks, and off you go towards turning this idea into a reality.
• No more scrap pieces of paper or cherished collection of scribbled napkins. SuiteDash helps you store, formulate, improve upon, collaborate and nurture your nascent ideas until they are ready to become reality.