Name: suitedash crm
Item: SuiteDash
Rating: 5
Author: tidalwave360

Group

Software

Operations

Sub category

Productivity

Product tag

Business productivity

Best for

Small businesses

Solopreneurs

Web design agencies

Alternative to

Basecamp

Bitrix24

Calendly

Integrations

Google

Plaid

WordPress

Zapier

Zoom

Operating system

Windows

macOS

Linux

Browser-based

Android

ChromeOS

Features

GDPR-compliant

White label

CNAME

Allows Existing Accounts

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

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's Terms of Service

Capterra reviews

G2 reviews

Roadmap

FAQs

Help center

Help docs

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YouTube

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Referral program

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An update from SuiteDash (Jan 2025)

Product Manager

FAQ (Jan 2025)

FAQ (Jan 2025, cont.)

<h4 class=""><b>SuiteDash is an all-in-one software solution that combines business essentials into a pre-integrated, white-label-ready platform.</b></h4>

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<h4 class=""><b>Customize your client experience</b></h4>

<p>SuiteDash lets you <b>onboard new clients on autopilot</b>! Just embed kickoff forms on your site to collect user info and create onboarding workflows with triggers automating each step.</p>



<ul><li><b>Build fully customizable, white-labeled client portals</b> to handle project management, tracking, billing, and scheduling</li><li><b>Securely post files and documents</b> for clients to view or download, and auto-assign permissions for specific files, folders, or pages</li><li><b>Tailor the client experience using data reporting and dynamic charts</b>, with direct links to billing, projects, and more</li></ul>

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<h5 class="" style="text-align: center; "><i>Build a dynamic dashboard to customize the client experience.</i></h5><h4 class=""><b>Work smarter with a built-in CRM</b></h4>

 

<ul><li><b>Create sequenced project templates with tasks and phases</b> arranged in order of importance</li><li><b>Schedule appointments</b> with booking automation settings, two-way Google Calendar sync, paid appointments, and a “Look Busy” feature</li><li>Use this powerful learning management system (LMS) to<b> host courses with modules, lessons, and downloadables</b></li></ul>

<p>Plus, the Support Tickets toolkit <b>integrates seamlessly with the CRM</b>, so you can set direct assignments that designate which staff members respond to clients.</p>
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<h5 class="" style="text-align: center; "><i>Design&nbsp;informational courses for clients and staff using the built-in LMS.</i></h5><h4 class=""><b>Simplify client interactions</b></h4> 

<p>Best of all, SuiteDash<b> streamlines all your client interactions</b> using file transfer share options, dedicated client folders, and email marketing campaign tools.</p>



<ul><li>Send clients notifications when files or folders are shared, and <b>organize downloadable assets in sub-folders or keep files in private locations</b></li><li><b>Integrate Zoom, Google Meet, Twilio, SMS messaging, and email templates</b> to keep stakeholders on the same page</li><li><b>Automate email blasts</b> to empower your brand and simplify client interaction using your own white-label mobile app</li></ul>
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<h5 class="" style="text-align: center; "><i>Get your own white-label mobile app with every SuiteDash account.</i></h5>

<h4 class=""><b>Automations made easy</b></h4>

<p>With SuiteDash’s auto-templates, you can <b>build automations that are manually triggered </b>by your team whenever key decisions need to be made.</p>



<ul><li>Run a bot that<b> scans 24/7 for specific conditional and date-based triggers</b> to fire your auto-template at the right time</li><li><b>Send auto-generated invoices and securely store banking info on file</b> to streamline client billing</li><li>Enable clients to manage payment info and<b> process payments through ACH and Plaid</b></li></ul>

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<h5 class="" style="text-align: center; "><i>Build powerful systems that run your business on autopilot with no-code automations.</i></h5><p>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.</p>

<p>Manage your business like a pro.</p>

<p><b>Get lifetime access to SuiteDash today!</b></p>

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

Streamline operations and collaboration

All I can say is WOW!

suitedash crm

This is the portal software of my dreams.

One of my  best purchases on Appsumo, It is 5 Tacos all the way. Grab it while you still can.

Just awesome

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