Streamline your lead generation and onboarding effortlessly.
Design and set up diverse acquisition and onboarding funnels for converting leads into satisfied clients.
Elevate your business management with SuiteDash CRM, an all-in-one business software facilitating seamless collaboration with your team and streamlined client interaction.
Suitedash Replaces…
Access & control contact details and resources from a centralized location.
Efficiently generate and oversee internal tasks associated with the client.
Document each interaction with contacts using private or shared notes.
Designate a dedicated “Client Coordinator” for each client as their primary point of contact.
Privatize client assignments by linking them to specific salespersons.
Handle all client files effortlessly from their dashboard—upload, organize, & download with ease.
Dynamic Dashboards
Merge client-specific data dynamically into their custom dashboard.
Utilize pre-built dashboard templates and info pages for a quick start. Enhance the client portal by embedding iFrames, YouTube & Vimeo videos, or any other embeddable widget.
Elevate your business management with SuiteDash CRM, the all-in-one business software that fosters team collaboration and optimizes client interaction.
Suitedash Replaces…
Tailored to meet the distinct requirements of your organization.
Clients can only access the pages, content, & files you assign to them.
Create a complete “website-like” structure for your Clients
Quickly start with ready-made dashboards & pages.
Clients can View and Pay Invoices online without having to log in.
Responsive for tablets & phones, for seamless access on all devices.