SuiteDash – Streamline operations and collaboration

SuiteDash is a complete software program that mixes enterprise necessities right into a pre-integrated, white-label-ready platform.

SuiteDash makes it straightforward to onboard new shoppers on autopilot! Simply embed kickoff kinds in your web site and let onboarding workflows set off the following step routinely.

You possibly can construct white-label shopper portals to deal with challenge administration, monitoring, billing, and scheduling.

Securely put up information and paperwork for shoppers and auto-assign permissions for particular information, folders, or pages.

You may additionally be capable to construct customized shopper dashboards utilizing information reporting and dynamic charts, with direct hyperlinks to billing, tasks, and extra.

Construct a dynamic dashboard for a extra skilled shopper expertise.

SuiteDash enables you to create sequenced challenge templates with duties and phases organized so as of significance.

Schedule appointments with automated reserving, two-way Google Calendar sync, paid appointments, and a “Look Busy” characteristic.

This platform has a robust studying administration system (LMS) the place you’ll be able to host programs with modules, classes, and downloadable content material.

You can construct programs, customise your LMS interface, and grant shopper entry throughout the onboarding course of.

Design informational programs for shoppers and employees utilizing the built-in LMS.

This platform streamlines all of your shopper interactions utilizing file switch share choices, devoted shopper folders, and e-mail advertising marketing campaign instruments.

Not solely are shoppers notified when information or folders are shared, however you too can arrange property into sub-folders or preserve information in non-public places.

Combine Zoom, Google Meet, Twilio, SMS sending capabilities, and e-mail templates to maintain stakeholders on the identical web page.

You can even add new contacts to your e-mail record and automate e-mail blasts to simplify shopper interactions.

Get notified when somebody shares a file with real-time challenge updates.

SuiteDash now presents auto-templates, so you’ll be able to construct automations which are triggered each time key choices should be made.

With the dynamic logic engine, run a bot that fires off auto-templates each time it acknowledges particular conditional and date-based triggers.

Talking of automations, you’ll be able to ship auto-generated invoices and securely retailer banking information to streamline shopper billing.

That manner, your shoppers can handle fee information and course of funds by ACH and Plaid—saving you tons of time.

Construct highly effective automations to run your corporation on autopilot.

Of all of the issues that require mind energy, studying single-feature platforms isn’t on the prime of the record. (These spots are reserved for dinosaur info and Beyoncé lyrics. And that’s okay.)

SuiteDash streamlines all the things, together with shopper portals, challenge administration, time-tracking, and invoicing.

Handle enterprise.

Get lifetime entry to SuiteDash at present!