We’re please to offer SuiteDash Consulting services for those getting started with, or long time users of SuiteDash. As a Validated Agency Partner we have the demonstrated knowledge needed to help you achieve your desired solution.
SuiteDash is a very versatile all-in-one platform that can do a lot of things for a lot of businesses. It gives you the tools to build your all-in-one solution the way YOU want it to run. As a result it takes quite a bit of time to learn how to set the software up.
At Synchronized Consulting we’ve used it for our own business and are pleased to offer our expertise to you. As a validated agency partner we can help you with general configuration, or more complex issues such as creating a step-by-step process for your customers to follow.
If you want to have a chat with us about how we can help you, then please book a Free Consultation below. If you would like for us to walk you through various aspects of your SuiteDash instance via Zoom, please book a Paid Working Session.
Thank you for letting Synchronized Consulting be of assistance to you.
You can also reach us by email – firstname.lastname@example.org
What is SuiteDash?
It is a Software as a Service (SaaS) platform that combines many aspects of business into a single platform. With Customer Relationship Management abilities, along with Invoicing/Estimates/Payments, File Sharing, Calendar/Appointments, email marketing, automations and more. It can be customized to fit many different businesses. One of the best parts? You can white-label it to match your brand, your colors, your name, and even on your own domain name.
You also have the ability to automate parts of your workflows. For example you could create an automation that would generate a Project and Tasks once an Estimate has been accepted. If you wanted your customer to eSign a dynamically generated document after that Estimate was accepted, you could do that as well. There are many more automation options available on the platform. Can it do everything? Of course not, nothing can. However you will quickly see how it offers you the framework to build your portal any way you desire.
We can help you with any of these functions. Here are just a few of the features and functions of the software.
Make it your own! Your customers will see your name, your branding, your colors and your domain name.
This give you the ability to present your own portal, your own software, to your customers. They won’t see the SuiteDash or logo. Just yours.
They maintain an ongoing compliance with the U.S. Health Insurance Portability and Accountability Act (HIPAA) and is able to process, maintain and store protected health information for any entities restricted by these regulations.
You can learn more about their HIPAA compliance statement on their website.
This system allows you and your clients to upload and download files as needed. This could be for project management purposes or any other variety of use cases. For example CPA’s could use it to send and receive tax information from their clients.
Set up appointment types and allow your customers to schedule meetings with you. These can be free or paid meetings, depending on what you want to do.
You can also set up different appointment types for different groups of people – even charging customers less than prospects.
Invoicing and More
Let SuiteDash handle the billing for you. Send invoices to your customers for you.
With dynamic invoice templates you can even add invoices to automations which will generate an invoice for you when other actions are completed.
Over 30 different automations available. Send emails, add to circles, assign invoices, create projects and more.
Just ONE example would be when an estimate is approved you could generate an invoice, create a project and pre-load tasks to be completed.
There are many other things you can do with SuiteDash. If you want to learn more about it, please contact us today.
Notice of Non-Affiliation and Disclaimer: We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with SuiteDash.com, or any of its subsidiaries or its affiliates. The official SuiteDash.com website can be found at https://suitedash.com.
SynchronizedConsulting.com assists customers with their SuiteDash setup by offering a variety of services to help our clients use SuiteDash effectively. As necessary, SynchronizedConsulting.com makes contextual use of the trademarks of SuiteDash.com to inform the consumer on business strategies using SuiteDash.com.
Such use by SynchronizedConsulting.com in no way indicates any relationship or affiliation of SynchronizedConsulting.com to SuiteDash.com, or any of its subsidiaries, nor does it signify that SuiteDash.com, Inc. has licensed, is the source of, endorses, approves of or sponsors the content from SynchronizedConsulting.com, through this Site or otherwise. SuiteDash® is a registered trademark used with permission.