SuiteDash

Learning all the single-use programs in your business toolkit can feel like you’re setting a formal dinner table. (“You lost me at the third fork.”)

You’ve got a budding business to manage, so you can’t waste time wrestling with a mishmash of separate tools that aren’t designed to work together.

If only there was a comprehensive platform that consolidated all the software you need to run your business.

Say hello to 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

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.

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 lifetime access to SuiteDash today!