SuiteDash Build Fully Customizable Client Portal For Easy Collaboration

SuiteDash is a platform that combines business essentials into a pre-integrated, white-label platform that is ready to go.

TL;DR

Customization and white-labeling!

Using SuiteDash, you can create fully customizable client portals. SuiteDash is fully white-labeled so that you can brand it any way you want. All management, tracking, billing, and scheduling functions are managed from one dashboard. You can send files and documents securely to clients to view or download. Each client has access to their specific information. With the help of bulk imports, you can add contacts manually to the portal or let clients self-register. A Client Circle allows you to assign permissions to any file, folder, or page so that only clients in a specific predetermined group can access it.

A dynamic dashboard for your client!

The project management feature set includes task and phase templates and recurring and scheduled project generation. You can quickly get started using the template library by loading prebuilt and preformatted assets. In addition, your files are also organized in an insulated structure so that you can stop frantically searching through folders for that one image.

A built-in learning management system.

With dynamic dashboards and data placeholders, you can customize client experiences with data reporting, dynamic charts, and direct links to billing, projects, and more. It is possible to use the same dashboard set up for as many clients as you wish, and each client’s data will be dynamically adapted. Using custom dashboards, you can graphically display each prospect or client’s position in your funnel using dynamic charts. You can also offer clients and staff courses with modules and lessons through SuiteDash’s learning management system (LMS).

Real-time updates for your project!

Using SuiteDash’s dedicated client folders, file transfer share options, and email campaign tools, all your client interactions will be a breeze. Clients receive notifications when files or folders are shared, and you can organize downloadable assets into subfolders or keep files in private locations. Its integrations with Zoom, Twilio, SMS sending capabilities, and email templates make it easy for clients to stay in touch. Automate email blasts and add contacts to marketing audiences to empower your brand and streamline client interactions.

No-code automation to run your business.

With Deal Stage Pipeline, you can take control of your CRM with excellent onboarding options and extend your sales funnel with integrated automation and reporting. Proposals allow you to outline a client’s projects, set a price, and send for eSignatures. Invoices and any other documents are generated automatically after approval. Streamline all your billing by sending out auto-generated invoices and storing bank accounts securely on file. Subscribers, members, and payments can be managed, payment information saved, and even ACH and Plaid payments can be processed. The No-Code Automations engine also lets you create workflows that run on autopilot, which helps you earn more money in less time.

 

SuiteDash’s all-in-one platform combines CRM, client portals, file sharing, project management, time-tracking, invoicing, and more, so you can streamline client interactions and improve team collaboration. Manage your business like a pro.

Get lifetime access to SuiteDash today!

Features Included in All Plans 

• Unlimited contacts
• Core productivity platform
• Branded environment
• Folder structure profiles
• Advanced custom menus
• Email marketing toolkit
• Booking and scheduling toolkit
• Flows automation toolkit
• Trigger and action automation
• Task dependencies
• Custom branded URL and login
• LMS learning management