SuiteDash lets you build fully customizable client portals for easy collaboration. It’s completely white-label friendly, so brand away.
Each client only has access to their specific information, and you can post files and documents for them to view or download.
Adding contacts to the portal can be done manually or with a bulk import, as well as an embedded form to draw in new leads.
The Client Circles feature allows you to auto-assign permissions to any file or page, so only clients in a certain predetermined group will have access.
Customize client portals and add your own branding with white-labeling!
Keep everything under control with SuiteDash’s extensive project management features.
You can structure project templates and tasks in the order they need to be accomplished, letting you zoom through task creation while keeping your priorities straight.
Your files are also organized by an insulated structure, so you won’t be crawling around a huge folder for a missing image like Velma looking for her glasses.
The Private Project Files feature lets you store files in a project location the client can’t see.
You can even remove the Files tab altogether, if that’s what’s best for your project (what they don’t know…).
Easily create and assign tasks, and organize the order they need to be accomplished.
Dynamic dashboards and data placeholders let you tailor the client experience to your mutual goals.
Arrange tasks or provide updates front and center to mitigate panicked communications (nobody likes a 5 AM text blast).
You can use the same dashboard setup for as many clients as you like, and the information will adapt to show each client their unique data.
Create dynamic dashboards to customize the experience to your client!
File management with SuiteDash is the stuff of dreams.
Each client has their own dedicated sharing folder, and you can quickly create sub-folders to keep things organized.
Clients are notified when you share a file or folder, and entire folders can be downloaded as ZIP files.
Huge files? No problem. SuiteDash even has support for file sizes over a gigabyte.
Notifications let you know when files are shared and provide real-time updates for your project!
You can also send out estimates and invoices to clients straight from your portal to streamline billing, with templates that include sections for taxes and discounts.
Bills can be paid right in SuiteDash via preferred payment methods—you can even set up recurring payments for subscription models!
SuiteDash lets you take command of CRM with customizable intake forms and data fields.
Based on the settings you configure for the intake form, permissions are automatically assigned the instant the form is submitted.
Plus, update forms let you easily follow up with current contacts to add more information to their profiles.
Use update forms to quickly change client information and keep track of everything with dynamic placeholders.
Of all the things you could learn, single-feature programs definitely shouldn’t take up space in your head. (Those spots are reserved for dinosaur facts and Harry Potter trivia, and that’s okay.)
Save yourself money, time, and energy by knocking out all of your business needs with one platform that does it all.
Whether it’s file sharing, invoicing, CRM, or project management, SuiteDash is fully stacked.
Get lifetime access today!