Do you want to avoid the pain of setting up your business?
Do you want a comprehensive platform that integrates all the software needed to run your business?
ONE LEARNING CURVE.
ONE LOW PRICE.
Yes, My Friends, Today I am going to tell you about a great tool that manages your business like a PRO, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
What is SuiteDash
SuiteDash is an all-in-one software solution that integrates business essentials into one pre-integrated, white-label-ready platform. You can get built-in data sharing and action automation with interconnected tools for a seamless experience.
- Thryv and
- Software-juggling business owners looking for easy collaboration with teams and clients from one custom platform.
How It Works
Typically, SuiteDash replaces the core functionality of all these tools:
- Client Portal Software,
- Advanced File Exchange,
- CRM / Client Management,
- Custom Client On-Boarding,
- Appointment Scheduling,
- Project Management,
- Time Tracking & Billing,
- Cloud-Based Proposals,
- Estimates & Invoicing,
- Documents & eSigning,
- LMS Learning Management,
- Custom Embeddable Forms,
- Email & Drip Marketing,
- Real Time Team Chat.
Let’s dive a little deeper.
-> CRM + Automation
- Automate your Lead generation & Onboarding Process,
- Create & configure multiple acquisition & onboarding funnels,
- designed to efficiently convert Leads into happy Customers,
-> White Label Portal + Mobile App
Customize the Client Portal experience with your URL, Logo & Colors,
Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.
-> Onboarding + Custom Dashboards
- Clients’ unique data is dynamically merged into their designated custom dashboard,
- Each client will see their own data, status and / or files.
- Get a major start with pre-built dashboard templates and info pages,
- Embed iFrames, YouTube and Vimeo videos or any other embeddable widget directly on the client portal.
-> Invoicing + Subscriptions
- Quickly create Invoices that can be paid online,
- Auto-convert Estimates to Invoices,
- Invoice both ‘One Time’ & Subscription items,
- Clients can manage & cancel Subscriptions,
- Securely store ‘Payment Methods on file’.
-> LMS Learning + Monetization
Integrate learning into your business
- Organizing your hard-earned knowledge into an online course can be a great resource for your business or organization!
- Monetize your courses, use them as main generators, train your staff or educate your clients!
- There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.
-> Client Onboarding + Member Access
Onboarding Clients on Autopilot
- Start the onboarding using Kickoff Forms on your website,
- Automatically move Prospects through a journey,
- No-Code Automations make it easy to build autopilot systems,
- Direct the path of a Prospect/Client based on the choices they make,
- Designed to be flexible and adaptable to your workflow.
-> Cloud File Storage + Transfer
- Securing, sending and sharing files has never been easier.
- File upload, done! Download these files, check it out!
- Using a client portal to share files gives you mission-specific tools designed to help you do the right thing you need to do, quickly and efficiently, and
- always protect and promote the integrity of your brand.
-> Appointment Booking + Automations
- Each member of your team can create a unique ‘booking page’ or embed their widget on your website.
- Powerful option to control the length of appointment, time between appointments etc.
- You can configure all the details related to the type of each appointment and set up automatic actions once booked.
-> Projects + Templates + Automation
- Manage your team & keep your Clients updated & involved.
- Templates & Automations eliminate repetitive work.
- Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips.
- Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
-> Email Marketing + Drip Campaigns
- Add manually or via embedded form,
- Send campaigns manually or schedule them,
- Campaign Templates let you re-use base design,
- Import your existing subscriber list via CSV,
- Track campaign opens and clicks.
-> Secure Messaging + Live Chat
- HIPAA Compliant secure messaging,
- Clients can send messages to you,
- Control who in your org Clients can message,
- Organize with unlimited Folders,
- Live chat w/ direct messages & channels.
Pricing Plan of SuiteDash
- Award Winning Platform,
- Learn about START,
- 12+ Integrated Toolkits,
- UNLIMITED CRM Contacts,
- UNLIMITED Staff/Team,
- UNLIMITED Portals,
- Extreme White Labeling,
- Custom Branded Mobile App,
- Email Marketing Campaigns,
- 100GB File Storage,
- Docs / Academy / Community,
- Upgrade at any time,
- No Contracts / No Risk.
Ready to Grow
- START + Growth Tools,
- Learn about THRIVE,
- Everything in Start,
- Autoresponder Drip Marketing,
- Dynamic Proposals Toolkit,
- Custom Folder Generators,
- Advanced Custom Menus,
- Deal Stage Pipelines,
- Client-Side Live Chat,
- Total of 500GB File Storage,
- 1 FREE Wizarding Session,
- Up/Downgrade at any time,
- No Contracts / No Risk.
Time to Dominate
- THRIVE + Premium Tools,
- Learn about PINNACLE,
- Everything in Thrive,
- Task Dependency Logic,
- FLOWs Automation Toolkit,
- Trigger/Action Automations,
- LMS Learning Management,
- Support Tickets Toolkit,
- Client/Customer Journeys,
- Total of 2TB File Storage,
- 1 BONUS Wizarding Session,
- Downgrade at any time,
- No Contracts / No Risk.
Appsumo Deal Terms of SuiteDash
- Lifetime access to SuiteDash,
- All future Pinnacle Plan updates,
- You must redeem your code(s) within 60 days of purchase,
- Stack unlimited codes,
- GDPR compliant,
- Previous AppSumo customers will be grandfathered into the new feature limits,
- Previous AppSumo customers who purchased SuiteDash can buy more codes to increase their feature limits,
Note: 10 code maximum per SuiteDash account, but you can buy unlimited codes and stack across multiple accounts.
60-day money-back guarantee, no matter the reason.
Features Included in All Plans
- Unlimited contacts,
- Core productivity platform,
- Branded environment,
- Folder structure profiles,
- Advanced custom menus,
- Email marketing toolkit,
- Booking and scheduling toolkit,
- Flows automation toolkit,Trigger and action automations,
- Task dependencies,
- Custom branded URL and login,
- LMS learning management.
Check what others think
Pricing Plan on Appsumo
How to get SuiteDash at $89
- Visit the SuiteDash deal page.
- Wait for An Discount popup will appear.
- Enter your Email to receive the exclusive benefits.
- Continue with the same email id.
- Get a $10 discount at the end.
- Discount valid for new users only.
Join Plus Member
Join the AppSumo Plus Program and start racking up rewards today.
This a rare deal !
Try it out, you’ll love it! You deserve to have the freedom of creativity, so why are you waiting for? Grab this lifetime deal now.
Most of these deals will be sold out within one week of their launch on AppSumo. So be sure to grab them while you can.
Frequently Asked Questions
Q: What is a client portal?
A: A Client (or Customer) portal is a cloud-based gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device.
Portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files and create custom customer journeys to increase retention and reduce churn rates.
Q: How can I use a client portal?
A: Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience.
That’s why we built SuiteDash.
The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and an extremely professional appearance. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development.
Q: What Makes SuiteDash different?
A: We are a “Community-centered” solution. We build what the Community asks for, because in this way, we know that you’ll really use and really love what we build.
You can find a features list on our website, but what you really want is to know if we are the best solution for your company – right?
Easy! We’ll let you decide! We have over 600 reviews on G2 and Capterra, you can see them.
Our live average rating is 4.9/5 and almost all of our customers say they’d suggest SuiteDash on their personal blog and to their friends.
We prioritize customer satisfaction over everything and constantly develop the tool to be easy to use, but also to become better, faster and more feature-rich. SuiteDash is here for the long run, will you join us?
Q: How secure are your client portals?
A: We follow all the best practices to make sure your files are safe all the time.
Our team backs up the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours.
Not only is our client portal is safe to use, but it’s also HIPAA compliant: https://suitedash.com/wp/hipaa-compliance/
This means you can use the tool even if you are a doctor and need to share private information with your patients, or if you’re an accountant and need to update your terms, or send your clients their self-assessment for the year.
Q: Does SuiteDash include project management?
A: Yes, but it’s so much more! SuiteDash is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs.
One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform.
Your clients will be able track activity and be updated on their projects, but you can use this client portal for to do a lot more than just that!
For example, they will be able to:
- Upload Files and see Shared Resources (DropBox-style)
- Send you Private Messages (goodbye emails)
- Sign Documents (who said we need Hellosign?)
- Pay Invoices (all major gateways supported, 0% fee on our side for all plans)
- See custom pages (yup, like a membership portal!)
Q: Will your client portal upstage my brand?
A: No, it won’t. In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to SuiteDash.
Our solution is completely white label, even on our least expensive plan. Everything your clients experience in your client portal will be using your logo, branding. We also include a White Label Mobile App with your branding for free!
Thanks for Reading.