SuiteDash

SuiteDash is an all-in-one software solution that combines business essentials into a pre-integrated, white-label-ready platform.

Customize your client experience

SuiteDash lets you onboard new clients on autopilot! Just embed kickoff forms on your site to collect user info and create onboarding workflows with triggers automating each step.

• Build fully customizable, white-labeled client portals to handle project management, tracking, billing, and scheduling
• Securely post files and documents for clients to view or download, and auto-assign permissions for specific files, folders, or pages
• Tailor the client experience using data reporting and dynamic charts, with direct links to billing, projects, and more

Build a dynamic dashboard to customize the client experience.

Work smarter with a built-in CRM

• Create sequenced project templates with tasks and phases arranged in order of importance
• Schedule appointments with booking automation options, 2-way Google Calendar sync, paid appointments, and a “Look Busy” feature
• Use this powerful learning management system (LMS) to host courses with modules, lessons, and downloadables

Plus, the Support Tickets toolkit integrates seamlessly with the CRM, so you can set direct assignments that designate which staff members respond to clients.

Design informational courses for clients and staff using the built-in LMS.

Simplify client interactions

Best of all, SuiteDash streamlines all your client interactions using file transfer share options, dedicated client folders, and email marketing campaign tools.

• Send clients notifications when files or folders are shared, and organize downloadable assets in sub-folders or keep files in private locations
• Integrate Zoom, Google Meet, Twilio, SMS messaging, and email templates to keep stakeholders on the same page
• Automate email blasts to empower your brand and simplify client interaction with your own white-label mobile app

Get your own white-label mobile app with every SuiteDash account.

Automations made easy

With SuiteDash’s auto-templates, you can build automations that are manually triggered by your team whenever key decisions need to be made.

• Run a bot that scans 24/7 for specific conditional and date-based triggers to fire your auto-template at the right time
• Send auto-generated invoices and securely store banking info on file to streamline client billing
• Enable clients to manage payment info and process payments through ACH and Plaid

Build powerful systems that run your business on autopilot with no-code automations.

SuiteDash’s all-in-one platform combines client portals, file sharing, project management, time-tracking, invoicing, a CRM, and more to streamline your work operations.

Manage your business like a pro.

Get lifetime access to SuiteDash today!