SuiteDash Questions

I’m evaluating SuiteDash for my RIA and need to ensure it meets SEC Rule 17a-4 recordkeeping standards. Does your platform support the following:

1. Real-time Capture: Can all edits and deletions be streamed via API in real-time to an external archive, or only through periodic exports?

2. Audit Trail: Do logs include exact timestamps and user IDs for every single modification or deletion?

3....

Hi,
I am evaluating all-in-one SaaS platforms for internal use and client collaboration, including project management, contracts, and invoicing.

Your platform appears to cover much of this scope. However, in my experience, the last thing clients want during onboarding is another complex tool to learn. Based on your screenshots, the UX and UI design appear dated, and I am concerned about a steep...

1-Is it possible to Drag and Drop Automation ?(In another words is the Automation Visual)
2- I would like to know whether SuiteDash has Lead Scoring?
3----------------------Pop Ups?
4-----------------------Pipeline Management?
5-----------------------Landing Pages?
6-----------------------Social Publishing
7-----------------------Social Moderation (Keep your brand's social interactions positive...

I have an employee onboarding sequence but when they fill out the forms I have to designate them as clients. Is there a way to designate them as employees without giving them an account.

Like clients, the employees will not be using SuiteDash. I just want to designate specific records as employee records.

Suitedash seems like a good option for me, but I’d like to know what the differences are between the version offered on AppSumo and the three plans available on the website. Oh, does it have a Spanish translation? Thank you very much