Our Sample Portal

Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients. Avoid the pain of setting up, learning, and paying for a mishmash of separate software tools.

  • 1

    CRM + Automation

    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
    Dashboard interface with navigation menu and announcements, leads list, report card, meetings, A3 Dojo, and a meeting reminder.
  • 2

    White Label Portal + Mobile App

    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
    Dashboard interface with metrics and navigation menu.
  • 3

    Onboarding + Custom Dashboards

    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
    SMS training dashboard with orientation, best practices, invoice sending, and troubleshooting sections.
  • 4

    Invoicing + Subscriptions

    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’
    Billing dashboard showing a draft invoice with a balance due for OBI Services LLC.
  • 5

    Cloud Proposals + eSigning

    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
    Authorization form with a sample signature area for electronic signing.

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