SuiteDash Support

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.

OBI Services mascot wearing a headset, holding the SuiteDash logo in front of a computer screen.
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    The value is easy to see

    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.

    OBI Services mascot with headset holding SuiteDash logo and lightbulb in front of charts.
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    Proposals & eSigning

    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.

    OBI Services mascot holding a phone and SuiteDash logo in front of a laptop screen showing an e-signing form.
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    Template Library

    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.

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Choose your pricing plan

We have one of the most affordable prices for our SuiteDash Support services. 

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    SuiteDash One Day

    /one time
    • 8 Hours SuiteDash Expert support
    • Any SuiteDash task that will take less than 8 hours to complete.
    • One-day client support is getting SuiteDash IT project assistance as soon as they come up in real-time. OBI offers One-Day SuiteDash support through chatbots, a knowledge base, task-based, or remote manipulation.

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    SuiteDash Core Setup

    /one time
    • Full Platform Setup
    • Cname / White Label Setup
    • Theme and Branding
    • Landing Page Design
    • Client/Staff Registration Page Design
    • Onboarding Setup
    • Maximum of 2 Flows Automation Setup
    • Email Setup
    • Custom Fields
    • Integration Setup
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    SuiteDash Team VA Pro Plan

    • SuiteDash Setup
    • Any SuiteDash-related task
    • 80 hrs or 4,800 credits per month
    • SEO Friendly Content Writing
    • Social Media Posting
    • Data Entry
    • Software Support
    • WordPress Setup/Maintenance
    • Video Editing
    • Image Editing
    • Web Scraping
    • Software Integration/Automation
    • Automated Recurring Task Ticket Generation (Daily, Weekly, and Monthly)
    • Weekly meetings upon request
  • OBI Services mascot with a headset, holding a thumbs up and a SuiteDash icon.

    SuiteDash Dedicated Staff

    • A dedicated support staff works very much like your own employee. Still, you do not have to hire, train, provide infrastructure, or perform any other function required for a regular in-office employee.
    • One SuiteDash Expert support staff that works solely with a client.
    • Best for clients who constantly need assistance with SuiteDash that requires immediate action.
    • A dedicated staff catering to all SuiteDash-related tasks.
    • A dedicated staff that will cater to all Supported Saas Products tasks.

Client Portal Software

Manage your business like a PRO with OBI SuiteDash Support Services.

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    Excellent Features

    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. 

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    Cloud-Based Platform

    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. 

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    Leading Task Management

    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. 

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    Integrated Platform

    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. 

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    Top Average Rating

    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.

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    Embeddable Forms

    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.

We Are Making History

The All-in-One Business Software empowers collaboration with your team, and streamlines interaction with your clients. 

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    Happy Customers

    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. 

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    Complete Solution

    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.  

    OBI Services illustration of people collaborating around a large lightbulb, symbolizing innovation and teamwork.
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    White-Labeled Portal

    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.

    OBI Services illustration of a person working at a computer with various icons representing coding, security, and development tools.
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    Appointment Scheduling

    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.

    OBI Services illustration of medical professionals in a clinical setting, working on patient files and discussing medical records.
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    Comprehensive Platform

    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?

    OBI Services illustration of digital payment and receipt processing with secure transactions.

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.
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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.
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Data are carefully evaluated based on your requirements, and undergoes a control check before sending.
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Final output is delivered within the specified timeline.
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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.
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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.
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You can be at ease with our Customer Support.
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Each task is being priced by the amount of time and difficulty it requires.
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