If you needed a different remote for every TV show you watch, you’d go absolutely insane. (Where’s my Fresh Prince remote?!)
When it comes to managing your business and clients, single-use tools present the same problem: a lot of hassle for very little functionality.
So we’ve got a fan-favorite that handles project management, client portals, and invoicing on one white-label platform.
SuiteDash is back!
TL;DR
Access client portals, file exchange, project management, invoicing, and more from one platform
Alternative to: vCita and Bitrix24
Get built-in data sharing and action automation with interconnected tools for a seamless experience
Best for: Software-juggling sales departments and product managers looking for easy collaboration with clients and team members
SuiteDash is an all-in-one software solution that combines the most common business tools into a pre-integrated, white-label ready platform.
SuiteDash lets you build fully customizable client portals for easy collaboration. It’s completely white-label friendly, so brand away.
Each client only has access to their specific information, and you can post files and documents for them to view or download.
Adding contacts to the portal can be done manually or with a bulk import, as well as an embedded form to draw in new leads.
The Client Circles feature allows you to auto-assign permissions to any file or page, so only clients in a certain predetermined group will have access.
Customize client portals and add your own branding with white-labeling!
Project management features include structuring project templates and tasks in the order they need to be accomplished, so you can zoom through task creation while keeping your priorities straight.
Your files are also organized by an insulated structure, meaning you won’t be crawling around a huge folder for a missing image like Velma looking for her glasses.
The Private Project Files feature lets you store files in a project location the client can’t see.
Easily create and assign tasks, and organize the order they need to be accomplished.
Dynamic dashboards and data placeholders let you tailor the client experience to your mutual goals.
Arrange tasks or provide updates front and center to mitigate panicked communications (nobody likes a 5 AM text blast).
You can use the same dashboard setup for as many clients as you like, and the information will adapt to show each client their unique data.
Create dynamic dashboards to customize the experience to your client!
File management with SuiteDash is the stuff of dreams.
Each client has their own dedicated sharing folder, and you can quickly create sub-folders to keep things organized.
Clients are notified when you share a file or folder, and entire folders can be downloaded as ZIP files.
Huge files? No problem. SuiteDash even has support for file sizes over a gigabyte.
Notifications let you know when files are shared and provide real-time updates for your project!
You can also send out estimates and invoices to clients straight from your portal to streamline billing, with templates that include sections for taxes and discounts.
Bills can be paid right in SuiteDash via preferred payment methods—you can even set up recurring payments for subscription models!
SuiteDash lets you take command of CRM with customizable intake forms and data fields.
Plus, update forms let you easily follow up with current contacts to add more information to their profiles.
Now you can even create proposals to plan out your client projects and agree on a price, and proposals can be sent to different contacts and e-signed to fast-track communications.
Use update forms to quickly change client information and keep track of everything with dynamic placeholders.
Of all the things you could learn, single-feature programs definitely shouldn’t take up space in your head. (Those spots are reserved for dinosaur facts and Harry Potter trivia, and that’s okay.)
Save yourself money, time, and energy by knocking out all of your business needs with one platform that does it all.
Whether it’s file sharing, invoicing, CRM, or project management, SuiteDash is fully stacked.
Get lifetime access today!
P.S. Join us for a webinar and walk-through of SuiteDash on November 25th at 1:00 PM CST. Click here to register.
Related Blog Posts:
- Plans and Features
- Deal Terms
Lifetime access to SuiteDash Pinnacle Plan- You must redeem your code(s) within 60 days of purchase
- All future Pinnacle Plan updates
- Stack up to 10 codes
- GDPR compliant (partner verified)
- Previous AppSumo customers who purchased SuiteDash can buy more codes to increase their feature limits
- Post campaign upgrade: One time payment of $129 for 100 GB additional storage
- Post campaign upgrade: One time payment of $129 for 5 additional staff
- 60-day money-back guarantee, no matter the reason
- Features Included in All Plans
- Core productivity platform
- Branded environment
- White label PWA mobile app
- Custom funnel pages
- Deal stage pipelines
- Proposals & eSigning
- Folder structure profiles
- Advanced custom menus
- Booking/scheduling toolkit
- Email marketing toolkit
- Flows automation toolkit
- Trigger/action automations
- Kanban boards
- Action templates
- Task dependencies
- Custom branded URL and login
- Dark mode
