Second Quarter, 2020
On-boarding & On-Demand FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign Contracts, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
Receive real-time notifications when Messages/Actions occur
Each time a user logs in, they will be able to review their notifications to get a sense of what has taken place since the last time they were logged in
Users will be able to ‘Mark as read’ and/or delete notifications so they can easily know which notifications are new and which they have already seen
First Quarter, 2020
Appointment Scheduling Toolkit
Prospects/Clients can book Appointments
Multiple Appointment Types can be set. This allows each Staff member to be uniquely available to be booked, complete with a personalized custom schedule that works for them.
Appointments show on both the Staff member’s Calendar and on the Prospect/Client’s Calendar
Client or Staff can easily cancel Appointments if needed
* THRIVE & PINNACLE Plan only
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
A purpose-built toolkit that gives you IF THIS, THEN THAT functionality. Build automated workflows that maximize efficency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
* PINNACLE Plan only
Dynamic Link Placeholders
Easily Build Dashboards with Dynamic Placeholders
Dashboard Links automatically adapt based on which Client is logged into the platform and viewing the Page
Direct Clients exactly where you want them to go
“Magic Link” Login
Make it SUPER easy for your Clients to login
Clients don’t ever need to remember their password
Perfect for your TECHNOPHOBIC Clients. No more friction!
Clients just enter their email address & receive a link.
Simply clicking the link in email INSTANTLY logs them in.
* PINNACLE Plan only
Folder Structure Profiles
Have you ever wished you could automatically set a pre-defined folder structure for a specific type of Client?
You can pre-define a folder structure that will be automatically generated for each Contact
When you are adding new Contacts, simply select the appropriate Folder Profile, and that structure (both folders & files) will be automatically generated for the created Contact.
* THRIVE & PINNACLE Plans only
Custom ‘From’ Email Sending
Make sure the emails sent will land in your Client’s INBOX!
Properly authenticates SuiteDash to send email on your behalf
All email from SuiteDash looks like it’s coming from you!*
Automated set-up tool with excellent documentation
Fourth Quarter, 2019
Advanced Custom Menus
Show/Hide Menu Items based on Role
Re-Name both Top-Level menu items & Sub-Items
Re-Order both Top-Level menu items & Sub-Items*
Change Icons for both Top-Level menu items & Sub-Items
Add new Menu Items*!
Control who Clients can Message
Designate which members of your Staff/Team your Prospects/Clients are able to Message
Limit your Prospects/Clients to only be able to Message their Coordinator (Point of Contact)
Use Circles to set Messaging Permissons in bulk. Use Teams to assign your Staff in one powerful way.
WHITE LABEL MOBILE APP
Give your Clients the full of White Label experience (Only applies to PINNACLE plans w/ Custom URL configured)
Your Clients can install the app on their Apple or Android device
Your Clients can experience your Portal, and interact from anywhere using their mobile device.
The mobile experience for both your Clients and Team is always exactly the same as the desktop experience
“COMPANY FIRST” MODE
You can enable the “Company First” option if you’re working primarily with Companies as your Clients.
If Company First mode is enabled, you can assign all Portal items, Projects, etc… to the Company directly. The “Primary Contact” will be the person at the Company who receives all email notifications and updates.
If that person leaves the company, you simply & easily assign a new Primary Contact. You won’t have the hassle of going in to re-assign dozens of projects, invoices, file shares, etc…
DRAG/DROP PAGE BUILDER
Easily create complex layouts and designs
Drag & Drop content blocks, photos, icons, etc…
Insert Dynamic Data placeholders using the built-in Point & Click Selector
All content can be made fully responsive, so it displays nicely all devices, including tablets and mobile devices
Built in Snippets & Template Library will be continually updated with fresh pre-built layouts & blocks
A One-Stop overview of all Client Subscription Payments
View all subscription details, prices, and Clients who are on that Subscription Plan
Clients can view all of their Subscriptions in their Subscription Dashboard
Clients can change the Payment Method from their Subscription Dashboard
Clients can manually cancel any Subscription from their Subscription Dashboard
CRM BULK EDIT
Powerful way to update multiple Contacts at one time
You can select just one, or many Contacts to update
You can update just one data field, or many data fields in one operation. If left blank, field is not changed.
Select a Circle(s) and update the data of every Contact in a Circle in one simple operation
A simple, yet powerful tool that saves you time
MY TASKS & MY INVOICES WIDGETS
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
My Invoices widget is designed to help your clients easily see what Invoices they have open directly on their Dashboard
For each invoice in the My Invoices widget, the Client can click directly to make the payment online
You can control the layout & which widgets will show on the Dashboard for every user role
Third Quarter, 2019
POWERFUL FORMS FUNCTIONALITY
Create Intake Forms that add new Contacts
Trigger Automations & Integrations automatically
CRM Update Forms let you update existing Contacts or present them with follow-up Forms that add more info to their profiles
For each Form, you can customize the Actions that are triggered when the Form is submitted. Available Actions (Automations & Integrations) will grow over time.
General Purpose Forms give you even more flexibility
PAY FOR PORTAL ACCESS
You can require payment to register & enter your Portal
One time payment OR a Recurring Subscription Payment
Works with all available payment gateways (No recurring subscription payments are possible via PayPal)
Dynamic Title placeholders to help identify payments
Portal access is blocked until payment is made & verified
DYNAMIC DATA VIEW 2.0
Mark favorites for data that you edit often, and you’ll save time & clicks because those fields will always be at the top for easy access
Dynamic Data placeholder is auto-copied to your clipboard in just one click to help save time and prevent mistyping
Easily toggle the visibility of Default & Custom Fields
Real-time search lets you quickly find the Data Field you’re looking for
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks
“REPLY BY EMAIL” IN MESSAGING
Now you have the option of including the content of your Messages in the email notificiation sent to the recipient
Recipient can conveniently reply by email to the Message, and that reply will be received by SuiteDash and inserted in the proper Messaging thread. The original sender of the Message is notified.
Now you can use the very popular Authorize.net gateway to accept payments
Supports both one-time payments & automatic recurring payments when properly configured in your Authorize account
Easily integrate with your existing Authorize.net account
If you are interested in seeing support for ACH payments, please email to email@example.com
Second Quarter, 2019
Pre-create and save Profiles of how you want a Project to be created
Employs a dynamic naming structure using the Client’s name, the current date, etc….
Easily Auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time & hassle
SEQUENCED PROJECT TEMPLATES
Structure Project Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created using a Template, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
DYNAMIC DATA VIEW
Quickly update Data values for your Contacts
Dynamic Data Placeholder is generated for every Custom Field you create
Dynamic Placeholders can be used in every area of the platform, including Portal Pages, Email Marketing, Announcements, etc…
Quickly Import a structured CSV with data if you need a super fast way to edit or update the Contact’s data
Easily export the Client’s data to a CSV
PROJECT QUICK SWITCHER
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
ADVANCED OPTIONS FOR PORTAL PAGES
Custom CSS is now available on individual Portal Pages
Also available on Knowledge Base Pages
BUILT IN SPF RECORD VALIDATION
Setting up an SPF record in your domain name’s DNS tells spam filters that you’ve authorized SuiteDash to send email notifications on your behalf
Your important email notifications to your Clients and Staff are much much much much more likely to land in their inbox rather than their spam folder
Just follow our easy step by step instructions to add the SPF record, and our built in validator will turn green to let you know it’s done correctly
TWO FACTOR AUTHENTICATION
Dramatically increase the security of your SuiteDash account.
Works with Google Authenticator, Microsoft Authenticator, Authy, FreeOTP and all QR Code reader type auth applications.
Backup code is provided to ensure you can access your account, even if you lose or don’t have your device.
First Quarter, 2019
PROJECT UPDATES & OVERVIEW
Designed to be a rich collaboration experience between you and your Client, Project Overview gives you the power and flexibility to show your Clients just what you want, and nothing you don’t.
Customize with your Client’s logo: Display your Client’s logo in the Project Dashboard to give them a rich and customized experience.
Project Progress: Show your Clients what % of the Project is complete. This can be set manually, or auto-calculated from the # of completed tasks vs. the total # of tasks.
Post Project Updates: Give your Client structured and date stamped updates so that they know all along the way how things are going.
Clients can comment on Updates: For each Update that you post on the Project Overview, you’ll have the option of letting the Client give feedback in the form of comments.
EMBED FORMS ON YOUR WEBSITE
Embed the Intake Form on your website, thus letting your Prospects start their journey through your sales funnel directly from there.
Website visitors who complete the forms are added into your CRM according to the configuration of that particular Intake Form.
Customize the success message, or opt to redirect the user to a specific URL
Custom CSS option gives you the ultimate in flexibility
DOWNLOAD FOLDER AS ZIP FILE
You can pre-create Folders with entire file repositories inside
Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file
Folder structure is maintained and replicated in ZIP file