SuiteDash Lifetime Deal: Client Portal Software
SuiteDash is an all-in-one software solution that combines the most common business tools into a pre-integrated, white-label ready platform. All your business software needs in one fully integrated cloud-based platform
SuiteDash Lifetime Deal Features Overview:
- Access client portals, file exchange, project management, invoicing, and more from one platform
- Get built-in data sharing and action automation with interconnected tools for a seamless experience
- An alternative to: vCita, Bitrix24
- Best for Software-juggling sales departments and product managers looking for easy collaboration with clients and team members.
- Build a fully customizable client portals.
- Post files and documents.
- Auto-assign permissions to any file or page.
- Customize client portals and add your own branding with white-labeling!
- Structure project templates and tasks.
- Store files in a project location the client can’t see.
- Easily create and assign tasks, and organize the order they need to be accomplished.
- Tailor the client experience to your mutual goals.
- Arrange tasks or provide updates front and center.
- Use the same dashboard set up for as many clients as you like.
- Create dynamic dashboards to customize the experience to your client!
- Support for file sizes over a gigabyte.
- Notifications let you know when files are shared and provide real-time updates for your project!
- Send out estimates and invoices to clients straight from your portal.
- Set up recurring payments for subscription models!
- Use updated forms to quickly change client information and keep track of everything with dynamic placeholders.
- Unlimited contacts
- Core productivity platform
- Branded environment
- Folder structure profiles
- Advanced custom menus
- Email marketing toolkit
- Booking/scheduling toolkit
- Flows automation toolkit
- Trigger/action automation
- Task dependencies
- Custom branded URL / login
- FLOWs automation toolkit
- Support tickets toolkit (coming soon)
- Data reporting toolkit (coming soon)
- Google sheets integration (coming soon)
- 3 Staff/team
- 100 GB storage
- SuiteDash Integrations
