First Quarter, 2021
File Delivery
Ever wanted just to simply send a BIG file or set of files to someone without the hassle of creating an account for them? File Delivery is the answer!
You may need to send tax returns to a banker, deliver logo files to a designer, or any number of scenarios where the recipient doesn’t have a login to your Portal… and of course the files are sensitive, or too large for email attachments. With File Delivery, you’ll be able to simply upload the file(s), specify the email address of the recipient, configure the security options to fit your needs, and click GO.
The recipient will receive an email containing a secure link which leads them to a branded file download interface. You can secure via password, set an expiration date, and even limit the # of clicks the link would be valid for.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Securely deliver large files to anyone without requiring login
Password protect the delivery, set an expiration, or limit the # of clicks
Bypass size limitations associated with sending files via email
Easily send large files to non-techy clients or customers
Template Library
We will be providing a repository for the community to share templates!
The SuiteShare Template Library will allow users to not only download “default” templates, but you’ll be able to create your own and share them with the Community. Imagine being able to easily access and choose from a huge collection of Community created Templates, which means you’ll never have to start from scratch again. Just pick a template, and modify to fit your needs!
This feature is currently planned for Pages, Contracts, Proposals, and Email Marketing.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Gain access to pre-built Contracts, Proposals, and Email Marketing emails
With new releases from the SuiteDash community, there will always be fresh ideas to choose from
You’ll be able to see a preview of the Template, then download it directly to your platform
Create your own Templates and share them with the Community
Appointment Scheduling Toolkit 2.0
We’ll be extending the functionality of the Appointment Scheduling Toolkit.
Currently the Appointment Scheduling Toolkit allows your Prospects or Clients to view availability, and easily schedule a time slot. That time slot will then show as an Event on both your Calendar and on the Calendar of the Prospect/Client. We’ll be extending this functionality with features requested by the Community.
And, to really power up the possibilities, you will also be able to assign Automated actions that would be triggered by the scheduling of the time slot.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
2-Way integration/sync with Google Calendar
Zoom integration : Automatically configure a Zoom meeting link
Enable useful Automations that are triggered by the booking
Automatically send emails & grant File access after booking
Allow multiple Clients to book a single Appointment Slot
Drag/Drop Content Builder
Our Content Block Editor will empower even the newest of newbies to build clean & attractive Pages for Portal Pages, Knowledge Base Pages, or Proposals. In addition to standard formatting blocks like Text, Images, Banners, etc… we will also be implementing Custom Blocks like Charts, Progress Bars, etc… that will dynamically render visual data based on which Client is logged and viewing!
Additional Custom Blocks will include Project Updates, Open Invoices, File Delivery & Custom Announcements.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Ability to Chat with Clients
We have an upgrade coming for our Live Chat feature – the ability to chat with Clients! This will be completely configurable on the admin side. Not only will you be able to enable or disable Client chat, but you can choose which Staff Members the Client can chat with.
Live Chat is a popular and convenient feature for Clients who don’t want to wait for an email response, or be stuck in a phone queue.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Enable instant communication between your Clients and Staff
Choose to restrict which Staff Members your Clients can chat with
Choose to enable chat only when the Staff Member initiates a conversation
Give your Clients the fastest way to provide support
ACH Payments via Stripe
Many of you have requested that we add the ability to accept ACH payments and we are listening! ACH bank transfers can be used for very large transactions without incurring the large fees that would you would pay if accepting those payments via a credit card gateway.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Accept payments via ACH bank transfer
Fees can be much lower on large transactions
Easy setup with industry leader Stripe
LMS (Learning Management System)
One of our most anticipated features is our Learning Management System. With LMS, you’ll be able to create Courses and structure them with Modules & Lessons. In addition, you’ll be able to build Quizzes that can be assigned as the completion step for any Lesson, Module or Course. You will then be able to assign Trigger/Action Automations to change permissions based on the results!
Create and assign Courses for either your Clients or your Staff. Selling a Course? Need to train new Staff?
LMS offers a great way to educate your users and track their performance.
Create your own learning courses and training programs for both Clients and Staff
Your users will be able to see a percentage of their progress as they go through the course
Configure their access to areas in the platform depending on the results of their assessment
Enroll and manage your users; track and assess their performance
Sync Email into CRM
Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM
We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.
You’ll now be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.
Selectively sync email communications with your Contacts into CRM
Emails to and from a Contact are stored conveniently in their Dashboard
Search through the synced emails to find a specific message or piece of data
Easy to use BCC Email address lets you selectively choose which emails to file
Support Tickets
You’ll be able to dump that monthly subscription for whatever Support Ticket system you’re using and direct your Clients/Customers to your fully branded Help Desk, powered by SuiteDash.
You will be able to fully customize the ‘Support Request’ form and both you and your Clients/Customers will be able to view all tickets and the history of all tickets. When you respond, they will receive an email notification with your answers. For the ultimate convenience, they can just reply to that email to send back an answer, and their answer will be properly logged in the ticket… and the same for your Support Staff.
Fully White Labeled Help Desk to support your Clients/Customers
Clients can log in and view a history of support requests
Clients can simply reply to email notifications to respond with answers
Support Tickets can be converted directly into a Project, Estimate or Invoice
Admin side will include ‘canned responses’ to easily respond with pre-built answers/replies, tags, etc… for ease of use
Installment Payments
We’re making billing even better by allowing you to offer Installment Payments to your Clients. You will be able to configure the plan however you’d like, including the number of installments and time intervals. Set up reminder emails for each payment, and best of all, configure a unique set of Actions when each individual Installment Payment is made.
You’ll also be able to save an Installment Payment configuration for easy reuse.
Give your Clients the flexible option of installment payments – increase sales and customer loyalty
Fully customizable plans, including the number of installments, time intervals, and the ability to set different amounts for each payment
Set a minimum amount for partial payment
Use Trigger/Action Automations to execute unique actions for each payment
Advanced Filtering & Reports
Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.
Parse data from Clients, Projects, Billing, and more!
Reporting Tool with User Defined variables
Export data to CSV or download in PDF format
XERO Integration
One of our most requested integrations is Xero, and we’re listening to you! You’ll be able sync your Invoices, Payments, etc.. into Xero to keep a good handle on your financial transactions facilitated via SuiteDash.
Sync your Invoices into Xero
When payments are made, we’ll update Xero
Native integration will be easy to setup
Advanced CRM Search Tool
A step beyond the traditional WYSIWYG (What you see is what your get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Use SuiteDash to power your company’s website? (see below)
3rd Party “Collaborator” Role
Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.
However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.
The new Collaborator role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.
The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers.
Extend the possibilities beyond a two-sided business logic
Allow a 3rd party Collaborator access to a Client(s) data on a strict permission only basis
Collaborator role has no visibility or capabilities in the Portal unless specifically granted by the Admin
Enables a three-tiered business logic popular with many of today’s platforms
“Super-Client” Role
There are times when businesses deal with a Client company that has multiple offices or locations, and this presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.
The Super-Client role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).
A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.
Enables an efficient organization structure when working with a multi-location Company as your Client
The Super-Client we’ll have permission and visibility of all their assigned child-Client projects, files, invoices, portal content, etc…
Website Builder Tool
Imagine that you can map your Top Level Domain to your SuiteDash account, and using our website builder tool, you’ll be able to build your actual website at https://yourdomain.com.
Now imagine that on that website, you can display your Intake Form for interested Prospects, which will feed directly into your CRM. This will then trigger a set of follow-up Events on your Calendar and also add that Prospect to an Email Marketing List and trigger a follow-up Drip Campaign.
And, also imagine that on that website is a File Upload widget , a Support Request form, and a variety of other pre-built Integrations…all powered by SuiteDash.
And finally, imagine that there is a login form on that website. If a Staff member logs in, they see an entire suite of productivity and collaboration tools. If a Client logs in, they see a fully customized Client Portal.
Power your website itself using SuiteDash’s powerful tools
Seamlessly and simply integrate your Intake Forms, File Uploads Tools, etc…
You, your Staff & your Clients all login using the website’s Login
When Staff logs in, they will see the SuiteDash platform with collaboration/productivity tools
When Prospects/Clients login, they will see their own unique Client Portal and content
No more ’embedding’ widgets on your website, no more integrations, no more complication
All of SuiteDash’s integrated tools/forms will be easy to place into the SuiteDash powered website. THIS IS THE FUTURE!
Second Quarter, 2021
Check Back for Roadmap Updates
SuiteDash’s future development is very often directed by the feedback from our amazing Community. We are grateful for all the participation and helpful feedback!
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