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.
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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
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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
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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
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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’
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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
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