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.
Automate your Lead generation & Onboarding Process
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
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.
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.
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.
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.)