SuiteDash

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Use this all-in-one business software to improve communication and team collaboration

Learning all the single-use programs in your business toolkit can feel like you’re setting a formal dinner table. (“You lost me at the third fork.”)

You’ve got a budding business to manage, so you can't waste time wrestling with a mishmash of separate tools that aren’t designed to work together.

If only there was a comprehensive platform that consolidated all the software you need to run your business.

Say hello to SuiteDash.

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TL;DR

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Access CRM, client portals, file exchange, project management, invoicing, and more in one platform
Get built-in data sharing and task automation with interconnected tools for a seamless experience

At-a-glance

Overview

SuiteDash is an all-in-one software solution that combines business essentials into a pre-integrated, white-label-ready platform.

Customize your client experience

SuiteDash lets you onboard new clients on autopilot! Just embed kickoff forms on your site to collect user info and create onboarding workflows with triggers automating each step.

  • Build fully customizable, white-labeled client portals to handle project management, tracking, billing, and scheduling
  • Securely post files and documents for clients to view or download, and auto-assign permissions for specific files, folders, or pages
  • Tailor the client experience using data reporting and dynamic charts, with direct links to billing, projects, and more

Customizable client dashboard

Build a dynamic dashboard to customize the client experience.

Work smarter with a built-in CRM

  • Create sequenced project templates with tasks and phases arranged in order of importance
  • Schedule appointments with booking automation options, 2-way Google Calendar sync, paid appointments, and a “Look Busy” feature
  • Use this powerful learning management system (LMS) to host courses with modules, lessons, and downloadables

Plus, the Support Tickets toolkit integrates seamlessly with the CRM, so you can set direct assignments that designate which staff members respond to clients.

LMS products

Design informational courses for clients and staff using the built-in LMS.

Simplify client interactions

Best of all, SuiteDash streamlines all your client interactions using file transfer share options, dedicated client folders, and email marketing campaign tools.

  • Send clients notifications when files or folders are shared, and organize downloadable assets in sub-folders or keep files in private locations
  • Integrate Zoom, Google Meet, Twilio, SMS messaging, and email templates to keep stakeholders on the same page
  • Automate email blasts to empower your brand and simplify client interaction with your own white-label mobile app

White labeling

Get your own white-label mobile app with every SuiteDash account.

Automations made easy

With SuiteDash’s auto-templates, you can build automations that are manually triggered by your team whenever key decisions need to be made.

  • Run a bot that scans 24/7 for specific conditional and date-based triggers to fire your auto-template at the right time
  • Send auto-generated invoices and securely store banking info on file to streamline client billing
  • Enable clients to manage payment info and process payments through ACH and Plaid

Systems automations

Build powerful systems that run your business on autopilot with no-code automations.

SuiteDash’s all-in-one platform combines client portals, file sharing, project management, time-tracking, invoicing, a CRM, and more to streamline your work operations.

Manage your business like a pro.

Get lifetime access to SuiteDash today!

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60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

Deal terms and conditions: Lifetime access to SuiteDash. All future Pinnacle Plan updates. If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates. You must redeem your code(s) within 60 days of purchase. Stack up to 10 codes. GDPR compliant. Available for new SuiteDash users and returning AppSumo purchasers. Previous AppSumo customers who purchased SuiteDash can buy more codes to increase their feature limits. Previous AppSumo customers will be grandfathered into any new features and feature limits. 10 code maximum per single SuiteDash account, but you can buy unlimited codes and apply the codes to multiple SuiteDash accounts. Post campaign upgrade: One time payment of $199 for 100 GB additional storage. Post campaign upgrade: One time payment of $199 for 5 additional staff.
SuiteDash

SuiteDash

Suitedash.com
FounderFounder
Mike_SuiteDash
Product Manager

Updates from SuiteDash

An update from SuiteDash (Sept 2024)

Posted Aug 29, 2024

Company product and FAQs

Posted Aug 29, 2024

FAQ (Sept 2024)

Posted Aug 29, 2024

FAQ (Sept 2024, cont.)

Posted Aug 29, 2024

Questions
Reviews

Questions & Reviews

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Showing 5 of 1218 questions

Q: Will you by chance be coming back to AppSumo?

RENEWinboundPLUSNov 2, 2024
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Q: Staff Upgrades

Hi Mike,
I rushed to get this as I saw last minute before the deal expired. Unfortunately in between pay schedules so I bought what I could. How much would it be to upgrade to unlimited staff or do we keep paying $199 for every 5 - likely to return to Appsumo down the road?

Excited to use the software - I've been waiting for the return!

msbrinkleyPLUSOct 7, 2024
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Founder Team
Mike_SuiteDash

Mike_SuiteDash

Oct 7, 2024

A: Hey there,

Please send this message to help@suitedash.com and we'll help you understand your options.

Thanks,

Mike

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Q: Searching through Multiple Custom field in Contacts.

Can custom field data be converted into tags upon form submission? I want to automate tag creation based on user selections to make searches easier. For example, employees can list up to five cities where they are willing to work, and tagging their responses will help categorize and identify trends for workforce planning. I understand that this tagging method may lead to a lot of duplication due to different spellings of the same city.

If you believe the tag approach isn't the best way to proceed, what do you suggest is the best way to search this data?

MAK_DBKPLUSOct 16, 2024
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Q: Do you have a public roadmap?

Can you please share the link with me for your roadmap so i can see the features your currently working on?

canadian_ct_moversOct 16, 2024
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Q: Can calculation fields be used anywhere? or any more details video how calculation field works?

Can calculation fields be used anywhere? or any more details video how calculation field works?

118033332801958841052PLUSOct 15, 2024
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