SuiteDash, the All-in-One Business Software that enables team collaboration and facilitates customer engagement, can help you run your business like a pro. suitedash client portal.
Save time and money by not setting up, learning, and paying for a jumble of different software products.
You’ll need a platform that brings together all of the applications you’ll need to manage your company.
All Of These Tools’ Primary Functionality Is Replaced By Suitedash.
- Estimates & Invoicing
- Documents & eSigning
- LMS Learning Management
- Custom Embeddable Forms
- Email & Drip Marketing
- Real-Time Team Chat
- Client Portal Software
- Advanced File Exchange
- CRM / Client Management
- Custom Client On-Boarding
- Custom Client On-Boarding
- Custom Client On-Boarding
- Appointment Scheduling
- Project Management
- Time Tracking & Billing
- Cloud-Based Proposals
SuiteDash enables you to create fully configurable client portals that make cooperation a breeze. It’s 100% white-label friendly, so go ahead and brand it!
Manage all management, tracking, billing, and scheduling from a single dashboard.
You can securely publish files and documents to see or download, and each client only has access to their information.
To manually add contacts to the portal, utilize a bulk import, or embeddable forms to allow clients to self-register.
You may automatically grant rights to any file, folder, or page using the platform’s Client Circles, ensuring that only clients in a specific predetermined group have access.
SuiteDash is one of my favorite applications. It allows me to use automation to automatically onboard my clients. I’ve been using email service software for a long time, and SuiteDash has allowed me to replace it for my bookkeeping firm because it helps me to get leads.
- From a single platform, you may access CRM, client portals, file exchange, project management, invoicing, and more.
- Alternative to: Thryv and Keap
- For a smooth experience, get built-in data sharing and action automation with integrated tools.
- Best for: Software-juggling business owners searching for a single unique platform to collaborate with teams and clients.
SuiteDash – Customize client portals and add your own branding with white-labeling!
Task/phase templates and recurring and scheduled project auto-generation are among the project management tools. suitedash wordpress plugin.
The template library allows you to get started quickly by loading pre-built and pre-formatted assets.
You can also say goodbye to frantically searching through folders for that one image because your files are organized in an insulated structure.
With data reporting and dynamic charts and direct ties to invoices, projects, and more, you can customize the client experience with customizable dashboards and data placeholders.
You can use the same dashboard for as many clients as you like, and the information will alter dynamically to present each client their statistics.
You may use dynamic charts with custom dashboards to graphically display each prospect or client’s location in your funnel for that personal touch.
SuiteDash also includes a learning management system (LMS) that allows you to create courses with modules and lessons for both clients and employees.
CRM + Automation
Automate your onboarding and lead generating processes.
Create and customize numerous acquisition and onboarding funnels to turn leads into satisfied customers.
- Customize the Client Portal experience
- Automate your Onboarding process
- Create Funnel/Landing Pages to suit
- Embed Kickoff Form on your website
- Unlimited Custom Fields in CRM
White Label Portal + Mobile App
Customize the Client Portal by adding your own URL, logo, and colors.
Your clients and employees will be able to access your Portal through a fully configurable login page and a personalized URL. Alternatively, they may download your White Label Mobile App to their phone or tablet and stay in touch at all times, even when they’re on the go.
- Portal can be setup on your URL
- Fully Branded Login Page
- Fully White Labeled email notifications
- Users never see the SuiteDash brand
- White Label Mobile App is included
With file transfer share options, dedicated client folders, and email marketing campaign features, SuiteDash makes all of your client contacts a snap.
When files or folders are shared, each customer receives an email notification, and you can rapidly organize downloadable assets in subfolders or retain files in secure areas.
The platform’s interfaces with Zoom, Twilio, SMS messaging capabilities, and email templates make it simple to stay in touch with customers.
Then, to empower your business and expedite client interactions, add contacts to marketing audiences and automate email blasts.
Take control of CRM with great onboarding options, and use the Deal Stage Pipeline’s built-in automations and reporting to boost your sales funnel.
You can use the proposals tool to detail your client’s projects, set a price, and transmit electronic signatures. The invoice and any supplementary documentation are generated automatically after approval.
To simplify your billing, send out auto-generated invoices and save bank accounts securely on file.
Clients can manage their subscriptions, memberships, payments, saved payment information, and even make ACH and Plaid payments.
In addition, the No-Code Automations engine allows you to develop workflows that run on autopilot, allowing you to make more money in less time.
Single-feature applications, out of all the things you could learn, should be the last item on your mind. (It’s fine if those places are designated for dinosaur knowledge and Harry Potter trivia.)
SuiteDash’s all-in-one platform includes CRM, client portals, file sharing, project management, time-tracking, invoicing, and more, allowing you to improve team collaboration and streamline client interactions.
Organize your company like a pro.
Invoicing + Subscriptions
A fully featured Subscription Payment & Membership Site solution that gives extensive subscription management tools for both you and the Client, as well as a complete solution for issuing invoices and receiving payments right in the Portal.
- Quickly create Invoices that can be paid online
- Clients can manage & cancel Subscriptions
- Securely store ‘Payment Methods on file’
- Auto-convert Estimates to Invoices
- Invoice both ‘One Time’ & Subscription items
Uxcel Pricing Plans
An all-in-one business application that boosts communication and teamwork.
SuiteDash has three price options:
- Single
- Double
- Multiple
One Time Purchase of $99.00
- All features above included
- 3 team members
- 100 GB storage
One Time Purchase of $198.00
- All features above included
- 6 team members
- 200 GB storage
One Time Purchase of $297.00
- All features above included
- 12 team members
- 300 GB storage
TrueRanker Lifetime Deal – Appsumo
It can feel like you’re sitting at a very posh dining table as you learn all of the single-use apps in your business toolkit.
One-time purchase of $99.00
- All features above included
- 3 team members
- 100 GB storage
Follow the Bramework below if you want to get an extra 10% OFF Melonapp Lifetime Deal On Appsumo
- Click here to go “TrueRanker Lifetime Deal Appsumo” page.
- Wait till the discount popup appear.
- Enter your Email.
- Check your email inbox to get an extra 10% OFF.
Only for the first order.
Get Extra 10% OFF Usetiful Lifetime Deal
Final Thought:
Suite Dash was initially chosen as the customer gateway for our online design service simply because it was the only program that met all of our requirements. We wanted something that could be white-labeled, that the client could sign up for themselves, and that had an internal message system that would eliminate e-mails sent outside of their site.
