SuiteDash Sample
Portal pages
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Dashboard Support
We help you design and customize your SuiteDash dashboard to provide a clear, centralized view of your most important data and workflows. Our team sets up personalized widgets and modules that display real-time updates on projects, tasks, sales, leads, invoices, and more, so you can monitor your business performance at a glance.
We also configure easy navigation and intuitive layouts tailored to your team’s unique needs, ensuring quick access to critical information and smoother day-to-day operations. With our dashboard support, you’ll empower your team to stay informed, prioritize tasks effectively, and make data-driven decisions with confidence.
Real Estate Platform Assistance
Our team optimizes real estate workflows in SuiteDash by customizing property search, managing listings, and streamlining communications. We create user-friendly dashboards for real estate agents, making it easier to showcase properties and respond to client inquiries. From automating lead capture to document management integration, we ensure smooth operations.
The platform enhances buyer-broker interactions with an intuitive UI/UX, offering easy property searches, scheduling, and direct communication for clients.
Calendar & Scheduling Support
We help you streamline your calendar management by setting up synchronized scheduling tools that fit seamlessly with your existing workflows. From automating appointment bookings to managing reminders and event notifications, our team ensures your calendar stays organized, minimizing conflicts and maximizing productivity.
We also assist with integrations to popular calendar apps, making sure your team stays coordinated and on time, no matter the size or complexity of your schedule.
Billing & Payment Automation
From setting up invoicing templates to automating payment reminders and tracking transaction statuses, we simplify your financial workflows within SuiteDash. Our support includes integrating payment gateways, managing recurring billing, generating financial reports, and handling finance, accounting, and tax management.
We assist with accounting tasks like expense tracking, tax calculations, and ensuring compliance with relevant regulations. By streamlining your billing, payment, and financial processes, we help reduce errors, accelerate cash flow, ensure accurate tax filings, and improve the overall client payment experience.
Training & Knowledge Base Setup
We set up and organize your SuiteDash dashboard and portal page to be clean, easy to navigate, and tailored to your brand and how you work. While you usually provide the content for training modules, we take care of structuring everything so it’s presented clearly and logically. That includes arranging FAQs, knowledge base articles, and helpful resources so users can easily find what they need on their own.
The idea is to make onboarding smoother, reduce the number of support questions, and help your users get answers and tools without needing extra help.
Reporting & Analytics Support
We design and automate detailed reports and interactive dashboards that give you clear insights into your business performance. Whether it’s tracking leads, sales figures, commissions, or project milestones, our team builds custom analytics tools that make data easy to understand and act upon.
We also set up automated report generation and distribution, saving you time and ensuring stakeholders always have access to the latest information.
- Dashboard Support
- Real Estate Platform Assistance
- Reporting & Analytics Support
We help you design and customize your SuiteDash dashboard to provide a clear, centralized view of your most important data and workflows. Our team sets up personalized widgets and modules that display real-time updates on projects, tasks, sales, leads, invoices, and more, so you can monitor your business performance at a glance.
We also configure easy navigation and intuitive layouts tailored to your team’s unique needs, ensuring quick access to critical information and smoother day-to-day operations. With our dashboard support, you’ll empower your team to stay informed, prioritize tasks effectively, and make data-driven decisions with confidence.
Our team optimizes real estate workflows in SuiteDash by customizing property search, managing listings, and streamlining communications. We create user-friendly dashboards for real estate agents, making it easier to showcase properties and respond to client inquiries. From automating lead capture to document management integration, we ensure smooth operations.
The platform enhances buyer-broker interactions with an intuitive UI/UX, offering easy property searches, scheduling, and direct communication for clients.
We design and automate detailed reports and interactive dashboards that give you clear insights into your business performance. Whether it’s tracking leads, sales figures, commissions, or project milestones, our team builds custom analytics tools that make data easy to understand and act upon.
We also set up automated report generation and distribution, saving you time and ensuring stakeholders always have access to the latest information.
Why Choose OBI Services?
OBI Services team has assisted several businesses worldwide. As a distinguished data entry service provider, we ensure reliable and accurate data entry services.
A Combined 20 Years of Experience
With a combined 20 years of experience in this field, we assure you that our team will only give nothing but the best in all our services.
QUALITY
Data are carefully evaluated based on your requirements, and undergoes a control check before sending.
AVAILABLE
Final output is delivered within the specified timeline.
FLEXIBLE
OBI Services is flexible in what you need. You tell us your requested task and we will work on ways that can accommodate them. You can change tasks and services anytime and we ensure to cater them all.
RELIABLE
Flexibility is also about volume. Do you only need 1 staff or 100? No worries, as OBI Services is the leading outsource provider, rest assured we can cater to all your needs.
SUPPORT
You can be at ease with our Customer Support.
WORTH IT
Each task is being priced by the amount of time and difficulty it requires.