SuiteDash Portal & CRM Solutions

This sample SuiteDash portal demonstrates how you can streamline client onboarding, proposals, invoicing, subscriptions, and document signing, all in one place. It's designed to help remote teams manage CRM workflows efficiently and deliver a seamless experience through an all-in-one platform.

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

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

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

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’

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