What is SuiteDash
The Definitive Business Management SolutionNever heard of SuiteDash?
SuiteDash is a powerful software package that can help your business in many different ways. Just some of those ways are listed below.
There is a lot more to SuiteDash than what you see here. Learn more about Automations.
CRM and Funnels
SuiteDash’s CRM and Funnels module allows businesses to manage clients effectively through deal stage pipelines, tracking progress from lead to sale. It enables the assignment of salespeople to specific deals, ensuring clear responsibility and follow-through. With automated actions, tasks and follow-ups can be streamlined, while secure messaging ensures safe communication between team members and clients.
Project Management
SuiteDash’s Projects module simplifies project management by organizing tasks and automating workflows. Teams can submit work requests, track time spent on projects, and monitor progress with ease. Project automations streamline repetitive processes, while integrated live chat ensures real-time collaboration and communication.
Onboarding
SuiteDash’s Onboarding module offers a step-by-step, user-friendly process that simplifies bringing new clients or team members on board. With no-code automations and decision-based filtering, the onboarding experience is fully customizable to meet specific needs. Prompts and reminders ensure nothing is overlooked, making the entire process seamless and efficient.
Powerful Billing
SuiteDash’s Billing module streamlines financial management with features like digital proposals and advanced invoicing. It supports a subscription engine for recurring payments and allows businesses to accept online payments with ease. Clients can securely store ACH or card details on file, ensuring seamless transactions and efficient billing processes.
Secure Portal
SuiteDash’s Secure Portals offer a fully white-labeled experience, allowing businesses to match their branding with custom URLs, login pages, and dashboards. Menus and dynamic data can be customized to provide a tailored user experience, while embeddable forms seamlessly integrate into the portal. This ensures a professional, branded environment for clients to access important information securely.
Learning/LMS
SuiteDash’s LMS module allows businesses to create and sell digital courses while offering a fully branded experience. It tracks participant progress and supports multi-course products, giving businesses flexibility in their offerings. With the ability to host unlimited participants, it’s a scalable solution for any learning or training program.
Scheduling
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website
Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.
File Exchange
Securely storing, sending and sharing files has never been easier.
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
eSignatures
SuiteDash’s Scheduling module simplifies appointment booking with a customizable “Book Me” page that reflects your brand. It features an integrated calendar, automating event scheduling and reminders. With calendar sync, appointments stay organized and up-to-date across all platforms, streamlining the entire scheduling process.
Marketing
SuiteDash’s Marketing module empowers businesses with email and drip campaigns, allowing for targeted communication. Pre-built templates and marketing automations simplify campaign creation, while tracking opens and clicks provides valuable insights into performance. This streamlines marketing efforts and enhances engagement.
Support Tickets
SuiteDash’s Support Tickets module streamlines support management by tracking requests through custom inboxes and priorities. It offers email-to-ticket functionality and customizable support forms for efficient issue resolution. Clients can reply directly via email, ensuring seamless communication and faster response times.
Community
SuiteDash’s new Community feature enables businesses to create engaging discussion forums and private spaces for members. It offers easy monetization options, allowing you to charge for access or exclusive content. With polls, announcements, and support for unlimited members, it fosters active participation and builds a thriving online community.