Automate your Lead generation & Onboarding Process

Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.

• Embed Intake Form on your website
• Unlimited Custom Fields in CRM
• Customize the Client Portal experience
• Automate your Onboarding process
• Create Funnel/Landing Pages to suit

Customize the Client Portal experience with your Logo & Colors

Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. They can install your White Label Mobile App on their phone/tablet and always be in touch.

• Portal can be set up on your URL
• White Label Mobile App is included
• Fully Branded Login Page
• Fully White Labeled email notifications
• Users never see the SuiteDash brand

Client’s unique data is dynamically merged into their assigned Custom Dashboard

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

• Assign a custom Dashboard to each Client
• Set custom Dashboard as the ‘Start Page’
• Each Client uniquely sees their own data

Get paid Online + Subscription Payments + Membership Site

A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.

• Quickly create Invoices that can be paid online
• Auto-converted Estimates to Invoices
• Invoice both ‘One Time’ & Subscription items
• Clients can manage & cancel Subscriptions
• Securely store ‘Payment Methods on file’

Send beautiful Proposals online & Prospects can easily review & accept

Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Contracts, etc.)

• Proposal are viewed & eSigned online
• Prospect/Client does not need to login to view
• Auto-generate Invoice when Client accepts
• Templates prevent repetitive work
• Signature is documented & 100% legal