SuiteDash Review: An all-in-one business software that improves communication and team collaboration. 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. You need a comprehensive platform that consolidates all the software you need to run your business.
SuiteDash is an all-in-one software solution that combines business essentials into a pre-integrated, white-label-ready platform. SuiteDash lets you build fully customizable client portals for easy collaboration. It’s completely white-label friendly, so brand away.
Using the platform’s Client Circles, you can auto-assign permissions to any file, folder, or page, so only clients in a certain predetermined group will have access. Project management features include task/phase templates and both recurring and scheduled project auto-generation.
The template library lets you start by loading pre-built and pre-formatted assets designed to get you moving quickly. Dynamic dashboards and data placeholders let you tailor the client experience with data reporting, and dynamic charts—plus direct links to billing, projects, and more.
SuiteDash also offers a learning management system (LMS) where you can host courses with modules and lessons for both clients and staff. SuiteDash ensures all your client interactions are a breeze with file transfer share options, dedicated client folders, and email marketing campaign tools.
Each client gets notifications when files or folders are shared, and you can quickly organize downloadable assets in sub-folders or keep files in private locations. Plus, the platform’s integrations with Zoom, Twilio, SMS sending capabilities, and email templates make it easy to keep up with clients.
The proposals feature lets you outline your client’s projects, set a price, and send for eSigning. After approval, the invoice and any additional documents are auto-generated. Send out auto-generated invoices and securely store bank accounts on file to streamline all your billing.
Clients can manage their subscriptions, memberships, payments, saved payment information, and even process payment through ACH and Plaid. SuiteDash’s all-in-one platform combines CRM, client portals, file sharing, project management, time-tracking, invoicing, and more, so you can streamline client interactions and improve team collaboration.