SuiteDash is an all-in-one software program resolution that mixes enterprise necessities right into a pre-integrated, white-label-ready platform.
SuiteDash enables you to construct totally customizable shopper portals for simple collaboration. It’s fully white-label pleasant, so model away!
Handle administration, monitoring, billing, and scheduling features—all from one dashboard.
Each shopper solely has entry to their particular info, and you may securely publish information and paperwork for them to view or obtain.
Add contacts to the portal manually with a bulk import or permit shoppers to self-register with embeddable kinds.
Using the platform’s Client Circles, you may auto-assign permissions to any file, folder, or web page, so solely shoppers in a sure predetermined group can have entry.
Customize shopper portals and add your personal branding with white-labeling!
Project administration options embody process/section templates and each recurring and scheduled undertaking auto-generation.
The template library enables you to begin by loading pre-built and pre-formatted belongings designed to get you transferring shortly.
And as a result of your information are additionally organized in an insulated construction, you may say goodbye to frantically looking out by folders for that one picture.
Build a dynamic dashboard to customise the expertise to your shopper!
Dynamic dashboards and information placeholders allow you to tailor the shopper expertise with information reporting, and dynamic charts—plus direct hyperlinks to billing, tasks, and extra.
You can use the identical dashboard setup for as many purchasers as you want, and data will dynamically adapt to point out every shopper their distinctive information.
For that private contact, you should utilize dynamic charts with customized dashboards to graphically show every prospect or shopper their place in your funnel.
Plus, SuiteDash additionally presents a studying administration system (LMS) the place you may host programs with modules and classes for each shoppers and employees.
A built-in studying administration system enables you to design informational programs to show each shoppers and employees.
SuiteDash ensures all of your shopper interactions are a breeze with file switch share choices, devoted shopper folders, and email advertising marketing campaign instruments.
Each shopper will get notifications when information or folders are shared, and you may shortly set up downloadable belongings in sub-folders or preserve information in non-public areas.
Plus, the platform’s integrations with Zoom, Twilio, SMS sending capabilities, and email templates make it straightforward to maintain up with shoppers.
Then, add contacts to advertising audiences and automate email blasts to empower your model and streamline shopper interactions.
Notifications let you understand when information are shared, offering real-time updates to your undertaking!
Take command of CRM with superior onboarding choices and energy up your gross sales funnel with the Deal Stage Pipeline’s built-in automations and reporting.
The proposals characteristic enables you to define your shopper’s tasks, set a value, and ship for eSigning. After approval, the bill and any further paperwork are auto-generated.
Send out auto-generated invoices and securely retailer financial institution accounts on file to streamline all of your billing.
Clients can handle their subscriptions, memberships, funds, saved fee info, and even course of fee by ACH and Plaid.
On prime of all this, the No-Code Automations engine offers you the facility to create workflows that function on autopilot, which helps you make more cash in much less time.
No-code automations provide the energy to construct highly effective methods that run your enterprise on autopilot.
Of all of the issues you can study, single-feature packages positively shouldn’t take up area in your head. (Those spots are reserved for dinosaur details and Harry Potter trivia, and that’s okay.)
SuiteDash’s all-in-one platform combines CRM, shopper portals, file sharing, undertaking administration, time-tracking, invoicing, and extra, so you may streamline shopper interactions and enhance crew collaboration.
Manage your enterprise like a professional.
Get lifetime entry to SuiteDash at present!
