Email + SMS Marketing

support tickets toolkit

project management

secure file management

XSellerate Portal - Email Marketing

EMAIL MARKETING + DRIP CAMPAIGNS

Easily add contacts to your marketing audiences & send email or drip marketing campaigns as needed. Email campaigns can be scheduled ahead of time, & drip-sequence campaigns send automatically based on a predefined schedule that you decide for any new address added to a particular marketing audience.

 

  • Send campaigns instantly or schedule them ahead of time
  • Import existing email subscriber lists via CSV file upload functionality
  • Effortlessly track campaign email opens & link clicks
  • Re-use your base designs in multiple campaigns via campaign templates
  • Add email recipients manually or via an embedded form

Suitedash Client Portal Replaces:

PAPERLESS PROPOSALS + eSIGNING

Design and send beautiful content-rich, multipage proposals that can automatically trigger other actions when accepted (such as invoice creation, additional documents, etc.) 

  • Proposals can be easily viewed & eSigned online
  • The Prospect doesn’t need to log in to view your proposal
  • Automatically generate an invoice when Prospect accepts your proposal
  • Templates, to allow quick creation of new proposals without repetitive work
  • The eSignature is thoroughly documented & 100% legally binding

Suitedash Client Portal Replaces:

XSellerate Portal - Secure File Storage

CLOUD FILE STORAGE + SECURE TRANSFER

Uploading & downloading files has never been easier, & securing them in today’s digital age has never been more important. Using Suitedash to securely share files gives you tools that are designed to do the exact job you need, quickly & efficiently, all the while protecting & boosting your brand integrity.

 

  • Use Secure File Requests to ask clients to upload specific files into their dashboard
  • Secure shared document folders are powerful, flexible, &, as needed, client-specific
  • Send or Share files of ANY size to ANYONE inside & outside your Organization
  • Integrated file upload requests into the onboarding process
  • Client files are 100% securely insulated

Suitedash Client Portal Replaces:

XSellerate Portal - Projects & Automation

PROJECTS + TEMPLATES + AUTOMATION

Almost nothing is more frustrating than having to start new projects from complete scratch with each new client. Luckily, everything is just a few clicks away, ensuring you always have what you need: manage your team, keep your clients updated & involved, & easily track time spent on a particular project or task. You can then turn that tracked time into a billable item on an invoice with one click.

 

  • Design a workflow, then automate the steps within the workflow seamlessly
  • Effortlessly convert tasks or projects into invoices
  • Task timers allow for tracking at the task level
  • Task templates & generators eliminate repetitive busy-work
  • Kanban boards simplify organization

Suitedash Client Portal Replaces:

INVOICING + SUBSCRIPTIONS

Suitedash acts as a “billing hub” allowing you to send invoices, receive payments, & managing service/product-based subscriptions inside of the Suitedash dashboard. Suitedash is a fully featured subscription payment & membership site solution, with powerful subscription management options for both you & your clients.

 

  • Quickly create invoices & accept electronic payments
  • Convert Estimates to Invoices via automation
  • Create+Invoice for both one-off & recurring product/services
  • Clients have the ability to manage their billing regarding recurring services/products
  • Safely & securely store payment methods on file for easy recurring payments

Suitedash Client Portal Replaces:

XSellerate Portal - LMS Platform

VIRTUAL LEARNING CENTER (LMS)

Packaging up your expertise into an online course can be a great asset for your business or organization! They can be used as lead generators, staff training, or client education! There are countless creative uses that make the Suitedash LMS an invaluable tool in your organizational toolbox.

 

  • Create courses for clients and staff
  • Easily build beautiful courses using our drag & drop editor
  • Lock content until previous lessons are completed
  • Easily embed video, images, charts, tables, etc.

Suitedash Client Portal Replaces:

XSellerate Portal CRM

CRM + AUTOMATION

Suitedash allows your organization to create as many sales & onboarding funnels as you need, all designed to efficiently convert leads to prospects, then finally, into happy Customers & Clients.

 

  • Embed custom forms on your website
  • Create unlimited custom fields in your CRM
  • Customize the Client Portal for every prospect, customer/client & department
  • Automate your onboarding & lead generation process
  • Create sales funnels and landing pages to suit your company’s needs

Suitedash Client Portal Replaces:

Email + SMS Marketing

EMAIL MARKETING + DRIP CAMPAIGNS Easily add contacts to your marketing audiences & send email or drip marketing campaigns as needed. Email campaigns can be scheduled ahead of time, & drip-sequence campaigns send automatically based on a predefined schedule...

E-Signing

PAPERLESS PROPOSALS + eSIGNING Design and send beautiful content-rich, multipage proposals that can automatically trigger other actions when accepted (such as invoice creation, additional documents, etc.)   Proposals can be easily viewed & eSigned online The...

File Sharing

CLOUD FILE STORAGE + SECURE TRANSFER Uploading & downloading files has never been easier, & securing them in today’s digital age has never been more important. Using Suitedash to securely share files gives you tools that are designed to do the exact job you...

Projects

PROJECTS + TEMPLATES + AUTOMATION Almost nothing is more frustrating than having to start new projects from complete scratch with each new client. Luckily, everything is just a few clicks away, ensuring you always have what you need: manage your team, keep your...

Invoicing

INVOICING + SUBSCRIPTIONS Suitedash acts as a “billing hub” allowing you to send invoices, receive payments, & managing service/product-based subscriptions inside of the Suitedash dashboard. Suitedash is a fully featured subscription payment & membership site...