SuiteDash, Inc.

Centralize and automate your client management and business workflows with SuiteDash.

Affordable, usage-based service subscriptions align costs with your needs.

Customized onboarding sessions for seamless SuiteDash implementation.

Branded, secure self-service portals that enable client collaboration, approvals, real-time project visibility, and controlled access to project data.

Products: SuiteDash Platform, One-on-One Onboarding

Design, automate, and manage personalized onboarding plans that collect client files, assign tasks, send reminders, and accelerate time-to-value to reduce time-to-live and scale onboarding capacity.

Products: One-on-One Onboarding, SuiteDash Platform

Capabilities that automate project-based service delivery for firms that bill by project, including project planning, time tracking, resource planning, delivery governance, and integrations to improve utilization and profitability.

Products: SuiteDash Platform

Automated invoicing, fast payment capture, and billing workflows integrated with accounting systems to accelerate cash flow and reduce billing friction.

Products: SuiteDash Platform, Service Subscriptions

Functionality to deliver, enroll, track, and report on online and blended learning programs, manage learning content and workflows across organizations, and record learner activity for compliance and engagement metrics.

Products: SuiteDash Platform

SuiteDash Platform

SuiteDash is an all-in-one client portal and business software platform. It centralizes files, messages, invoices, project updates, and approvals in a branded space. The platform combines CRM, onboarding automation, secure messaging, project and task management, invoicing and online payments, secure file exchange, e-signatures, learning management, scheduling, and marketing automation, with white-label customization and portal branding. Power-Ups provide a flexible way to customize SuiteDash by adding features that fit your needs, without inflating the base platform cost.

• Manage Client Relationships Seamlessly
  Easily track and manage client interactions and data with a robust CRM that allows for effective sales pipeline management.
• Streamline Document Management
  Facilitate quick approvals and document exchanges with secure e-signature capabilities while maintaining compliance.
• Build Your Brand
  Strengthen brand recognition and client loyalty by offering a fully customized client experience.
• Personalize Client Views
  Create unique dashboards that adapt to your clients' needs, enhancing their user experience and engagement.
• Accelerate Revenue Collection
  Simplify billing processes and ensure timely payments with integrated invoicing and diverse online payment options.
• Simplify Client Onboarding
  Ensure a smooth client transition into your services with guided, automated onboarding processes.
• Optimize Project Workflows
  Manage tasks effectively with tools designed to automate and monitor project progress.
• Facilitate Safe File Sharing
  Exchange documents securely within a centralized platform, ensuring easy access and version control.
• Enhance Learning Experiences
  Offer online courses and training with comprehensive tracking and branding tailored to your organization.
• Engage Your Audience Efficiently
  Automate your marketing efforts to nurture leads and maintain client relationships with effective communication strategies.
• Communicate Securely
  Enable confidential conversations directly within the platform, protecting sensitive client information.
• Customize Your SuiteDash Experience
  Easily enhance the SuiteDash functionality by adding features that align perfectly with your business requirements.
• Expand SuiteDash with Relevant Features
  Select enhancements based on your unique operational needs to optimize workflow and efficiency.
• Manage Appointments Effortlessly
  Streamline the scheduling process, reducing no-shows and enhancing client engagement with automated reminders.

Service Subscriptions

Pay-as-you-go pricing for added services. Variable costs based on usage are passed through without markup; you only pay for services you use.

• Get Billed Directly
  Enjoy clear, direct pricing that reflects only the services utilized, eliminating surprise charges.
• Pay For What You Use
  Flexible service costs that adapt to your changing needs, ensuring you only pay for what you actually consume.
• Transparent Pricing
  A commitment to fairness, ensuring that you only pay the base cost of services without additional charges.

One-on-One Onboarding

One-on-one onboarding service to help you start with SuiteDash, including guided setup and tailored onboarding workflows.

• Provide Clear Guidance
  Ensures clients have structured support throughout their onboarding journey.
• Customize Steps For Clients
  Define onboarding workflows with tailor-made steps to meet your client's specific needs.
• Engage Expert Guidance
  Face-to-face consultations to help clients utilize SuiteDash effectively.
• Tailor Onboarding Processes
  Automatically adjust the onboarding experience based on client choices and preferences.
• Automate Onboarding Processes
  Set up onboarding automations without coding, making it easier for users to implement.