Email + SMS Marketing

support tickets toolkit

project management

secure file management

XSellerate Portal - Email Marketing


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:


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


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


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:


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


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


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:

Online Review
Marketing Management Generation Monitoring

Online Reputation Management is an essential part of a solid, online marketing strategy and promotes a company’s growth.


Online reviews provide your business with visibility and credibility. Reviews help your business appear in front of your potential customers on search engines and help them choose you over your competitors. The ReviewFlo review management platform helps you automate the process of improving your reputation.


Get reviews on Google, Facebook, and 20+ industry-specific review sites with email and text review request campaigns. Making it easy for your customers to write their 5-star reviews.

Monitor reviews and respond to reviews on 20+ review sites. Make sure your team knows about reviews with lightening-like email notifications.

Automatically stream your best reviews with a widget on your website and share your best reviews on social media, providing high-impact “social proof” for up-in-coming customers & clients!

Schedule review performance reports so you can clearly demonstrate the improvement of your reputation to everyone in your business.


Harness the power of review marketing to elevate your reviews as compelling social proof.

ReviewFlo simplifies the process by allowing businesses to easily share their online reviews and enhance their social proof. With review-sharing capabilities on social media channels and websites, utilizing schema-friendly data and structured review markup, ReviewFlo streamlines the entire process for seamless implementation.


Effortlessly automate the sharing of your Google reviews, Facebook recommendations, and industry-specific review sites on Twitter and Facebook.

Personalize your shares by including images and review content, such as site and reviewer attribution, full review content, or written text only.


Review Monitoring Software Increases the value of your Customer Service Department

Effective review monitoring software plays a crucial role in providing excellent customer service. By actively monitoring and responding to reviews, you can shape your business’s reputation. It is important to acknowledge and appreciate satisfied customers who speak highly of your organization, while also addressing the concerns of unhappy customers and working towards a resolution.


Review monitoring services, such as the one offered by ReviewFlo, cover a wide range of platforms including Google, Facebook, and over 20 industry-specific sites.

This comprehensive monitoring enables your team to stay informed about what is being said about your business and take appropriate measures to celebrate positive customer experiences and address any negative feedback, thereby enhancing your brand’s overall customer satisfaction.

ReviewFlo’s unique system connects directly with the review platforms that are most helpful to your company & industry. We set it up for you, then explain in detail how to use the platform to maximize your RIO! Though, don’t think you’re “on your own” afterward. Because we do our best to ensure that we’re always here to help!


Review Generation for Local Businesses, Marketing Agencies, Consultants, & More!

Streamlining the review acquisition/generation process can be challenging, especially when faced with limited time and the need for simplicity and intuitiveness.

Enhance your review generation efforts with these effective strategies, and tools:

Incorporate a prominent 'Review Us' button on any page of your website to encourage customer feedback.

Utilize QR codes on printed marketing materials such as business cards, signage, and advertising to direct in-store and offline customers to your review funnel.

Maximize review requests by including email signature snippets in every company-wide email correspondence.

By implementing ReviewFlo, you can optimize customer engagement and drive valuable reviews for your business.