| 1 |
“ı tried every top of the line crm and client management software service that there is and suitedash is the only system that is both affordable and meets every need my team has. |
| 2 |
Thanks suitedash team! keep crus***ng it.” |
| 3 |
— zach r. |
| 4 |
Automatically add follow up events (from a pre-built template) to your calendar |
| 5 |
Automatically add contact or client to an email list / autoresponder |
| 6 |
Automatically permission client to access a pre-built set of a***ets / pages / files via your client portal |
| 7 |
Automatically a***ign your clients permission to view / access one or more content pages |
| 8 |
Automatically a***ign your clients permission to view / download one file or a set of files |
| 9 |
Create estimates and post for for clients in your white label client portal. when they approve, the estimate is converted into a ınvoice which they can pay directly in the portal |
| 10 |
Recurring ınvoices will generate a new ınvoice repeatedly according to your settings, and clients can see / pay those ınvoices directly in the client portal (2) |
| 11 |
Project templates allow you to create a new project with pre-pop****ted tasks & due dates |
| 12 |
Recurring tasks make it easy to setup daily, weekly or monthly tasks without you having to remember to create them |
| 13 |
Quickly and easily share files with clients and staff through granular user-specific permissions, or automatically through “circle” groups |
| 14 |
New file upload automatically triggers email notifications to the corresponding a***igned users |
| 15 |
Admins will be immediately notified whenever clients upload files, and the files will be automatically visible upon login |
| 16 |
Recurring plans allow for clients to be automatically charged on a set schedule, without the need for a new ınvoice each time |
| 17 |
Automatically add crm contacts to various email marketing lists, bringing them into your campaign ecosystem right away |
| 18 |
Autoresponders allow you to send automated drip email campaigns to lists on a preset schedule |
| 19 |
“we now have the tools to stay organized even when things get hectic. our project team works in sync in the office, and our guys in the field are able to provide info and mark items complete using the mobile app. when those items are complete, we send an invoice via the client portal. what used to be forgotten, is now done, invoiced, paid and we are on to the next thing.” |
| 20 |
— amanda |
| 21 |
“we made the switch, and now we are all much happier in this environment. using software before always felt like maybe it was more work than it was saving us, but suitedash is different. logging in to one place, using automated tools and reducing bloat… it’s easy to get used to. and the support is really good to boot.” |
| 22 |
— alexandria |
| 23 |
“none of my clients see the name “suitedash” anywhere, so they all think ı’m paying big money for this custom-built client portal software that took weeks to develop, but ı’m actually paying a reasonable monthly fee and it only took a few minutes to setup! ı can’t recommend suitedash highly enough!” |
| 24 |
— matip l. |