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:


Our Suitedash Customization Specialists are driven to help your organization make the most out of your Suitedash Portal. Through Customized Branding, & done-for-you process automation, our experts can bring your Suitedash Environment from “portal” to prosperous!

Suitedash Customization

Customizing Suitedash is a process of taking your company’s internal processes, & translating those into terms that Suitedash understands, & can easily automate.

In other words, when customizing Suitedash, the end goal of Executive Solution Systems LLC a trusted Suitedash Agency Partner is to ensure your business becomes as “hands-off” as possible.

Suitedash Customization


The 3 pillars of Suitedash customization allow us to structure your Suitedash Portal in a way that reflects your company’s operations & values. Rather than “setting & forgetting” some brand elements, & then calling the job “done” – we strive to achieve TRUE integration between your operations, & your Suitedash Portal

Operational Cohesion

Your internal processes, grafted into every aspect of your Suitedash Client Portal

Portal Brand Development

Cloning your brand’s colors, logos, & messaging to your Suitedash Client Portal

Automation Design

Sit back & let your business run itself through high-impact automation design.


Suitedash Project Plans (A.K.A. Suitedash “Success Toolkits”) are designed to empower you with the knowledge & tools to excel in SuiteDash now & in the future.


Below are a list of the  most frequently asked question regarding our Suitedash Customization. We’ve compiled these questions to help you get a clear understanding of our different packages.

Aside from price, what is the difference between these packages?

Each package is designed to fit both your needs, & your budget. Simply put, we don’t want to assume that you want the consulting, or the course + guide, or other aspects of the package. This way you can effortlessly choose the package that’s right for you

What exactly is a "Suitedash Success Toolkit"

Our Suitedash Success Toolkits are essentially documents created by highly experienced Suitedash Agency Partner, Executive Solution Systems. The documents are your “rapid action plan” giving you a step-by-step guide to making the most of Suitedash. Finally, you’ll be happy knowing that the Suitedash Success Toolkit is specifically tailored to your Organization’s needs.

What happens during the 2 hours of Consulting?

During our 2 hours of Consulting, split into 2, 1-hour sessions, our experts will go through the Customized Suitedash Portal, & the Success Toolkit, if you have one, with you. During this time you can ask questions. Whether you need to clarify or refine any part of the portal, within reason, & the success toolkit (again, if you have one), the consulting time helps pull everything into place.

What exactly is the "Toolkit Implementation course + Guide"?

Great question! The Course + Guide is an optional extension of your Success Toolkit. Said plainly, It involves videos, & documents. A walkthrough complete with videos, screenshots, & PDFs of your toolkit build-out; making the process even easier!

Do you offer payment arrangements for suitedash customization?

The clear & simple answer is YES! Typically, we’re able to take a 50/50 structure, in other words, 50% down post consultation, then the remaining 50% will be due 30-45 days after the initial downpayment. In very special circumstances we offer an extended payment arrangement, though this is on a case-by-case basis.