Client Portal Software
Powerful & Flexible Client Portal
Build a fully customized Client Portal
Each Client will only have access to their information
Post files & documents for Clients to view & download
Create a complete ‘website like’ structure for your Clients
Clients can View & Pay Invoices online
Build Dynamic Data Dashboards
Pre-Built Dashboards & Pages get you going quickly
Dynamic Data Placeholders show the logged-in Client’s data
Set the ‘Start Page’ for a Client to see directly after login
Everything is fully responsive for tablets & phones
Use iFrames, YouTube, Vimeo or any embeddable widget
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
Customize what the Client can see
Completely control what your Prospects/Clients can see and do
You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see
The Announcements widget lets you offer a custom Welcome Message & information as to how you’ve setup the Portal to work
Use the translation feature if you want to modify menus/labels
“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
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
White Label your Client Portal
Customize Client experience with your logo & colors
Customize all email notifications sent to your Clients & Staff
Replace the ‘SuiteDash’ URL with your Custom URL
Completely customize the Login Screen with your logo & colors
Your clients will not see the SuiteDash brand
“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
Template Library
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
Preview of the Template, then download it directly to your platform
Create your own Templates and share them with the Community
Award Winning Software