OBI Services is a SuiteDash Agency partner.
For project administration, billing/invoicing, client portals, file management, email marketing, and other tasks, there are numerous helpful products available on the market. However, getting all that to function together is a significant challenge, each one has its own recurrent subscription, and those hassles and monthly expenses start to pile up! It can be time-consuming and expensive to try to systematize a firm utilizing a variety of web services and applications that are pieced together.
SuiteDash was created to be the ONE Dashboard® where you can log in and manage every facet of your business, from beginning to end. SuiteDash enables you to effortlessly transfer and share information from one part for usage in another, integrating your projects with your invoices, client portals with your email marketing, and other features all under one roof.
With all of this in mind, SuiteDash's inherent value is clear to see. Simply put, learning to use one system takes less time and effort than learning to use different platforms and tools.
It is simple to conclude that SuiteDash is unmatched in terms of value when you consider our incredibly affordable monthly subscription compared to products that perform only a small portion of the job and the potent white-label branding capabilities.
The outcome is a platform with a polished appearance that is strong and affordable and will impress clients, staff, and managers alike.
A proposal is a written document that outlines a project's steps in detail in order to meet your Contact. After receiving the proposal, your contact might accept it by signing it or rejecting it.
The Template Library is a collection of pre-made Templates, both those made by users and those that come with the system by default.
Make and distribute your own templates for proposals, contracts, marketing campaigns, and portal pages. In the future, more categories of Templates will be added.
TIP: The Template Library is accessible to Super Admins and Admins. However, the relevant Platform Branding settings can only be set up by the Super Admin.
We have one of the most affordable prices for our SuiteDash Support services.
Manage your business like a PRO with OBI SuiteDash Support Services.
All of the core features (such as Project Management, File Sharing, Estimates/ Invoicing, CRM, Private Messaging, etc) are embedded with ALL license levels, for no extra cost. Automation features are in the initial stages but can see a lot of potential in this. Extra features were appointment booking, digital contract signing, email marketing, and a lot more awesome stuff.
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will totally satisfy the software needs of most small to medium-sized clients. SuiteDash is also best for team collaboration and time tracking. A game-changer for anyone that wants one platform for team handling and collaboration, client management, project management, and more.
SuiteDash is the world's leading task management tool with completely customizable and proprietary features. Task management, finance management, HRM, CRM, and many more. Generally, there are a whole lot more upcoming features on the roadmap. SuiteDash also has a general roadmap with mind-blowing upcoming features on it.
SuiteDash is software that cloaks a lot of ranges and can replace several other products like project management tools, CRM, invoice/ proposal software, and more. SuiteDash is extremely recommended for any business owner who wishes an integrated platform to handle all aspects of their business. Automation features are in the former stages but can see a whole lot of potential in this. Has e-signatures and proposals, deal stage pipelines, as well as advanced custom menus which the Start plan doesn't have.
Gain top average rating, overall ease of use, customer service, about SuiteDash fully branded: Client Portal, Project Management, Invoicing, File Sharing, CRM, IM, Messaging & more. You can completely customize the SuiteDash name/logo from the login page, logged-in environment, email notifications, and even the Login Page/URL. You can fully boost your brand and present a more professional service with the white label option.
Add contacts to the portal manually with a bulk import, or enable them to self-register with easily embeddable forms. You can use a custom domain, custom SMTP, and even customize the look and feel. Every subscription includes unlimited contacts, unlimited projects, a custom domain, and unlimited team members for white labeling. Has unlimited file storage, unlimited team members, and unlimited clients, so there's no need to use several applications to manage invoicing, project management, file sharing, client communication, feedback cycle, etc.
The All-in-One Business Software empowers collaboration with your team, and streamlines interaction with your clients.
SuiteDash can handle all the needs of your internal team, while also bridging the communication & interaction gap with your Customers & Clients Start your Free Trial CRM + Automation Automate your Lead generation & Onboarding Process Create & configure multiple acquisitions & onboarding funnels designed to efficiently convert Leads into happy Customers.
Assign a custom Dashboard to each Client Set custom Dashboard as the ‘Start Page' Each Client uniquely sees their own data Replaces… Start a Free Trial Learn more 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 management options for both you and the Client.
Your clients can pay their assigned invoices online using any of the payment channels you select to set up and submit your merchant credentials for. The ability to create a unique white-labeled portal where clients can sign in, check their projects, and communicate is another excellent feature. A great extra feature would be to make it totally customizable! Additionally, SuiteDash offers a feature for billing conversion.
File sharing, content management, secure encrypted messaging, project management, invoicing, and any extras that may be available, such as support tickets, appointment scheduling, etc., are the most frequent features that would typically be present in a secure client portal software. You can configure all the specifics pertaining to each appointment type and set up automated actions that happen at specific times.
You've got a budding business to manage, and you don't want to waste time wrestling with a mishmash of separate tools that aren't designed to work together. Are you prepared for a complete platform that combines all the business software you require?
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