SuiteDash Appsumo: Learning all the single-use programs in your business tool kit can feel like sitting at a very fancy dinner table. You’ve got a budding business to manage, and you don’t want to waste time wrestling with a mishmash of separate tools that aren’t designed to work together. You need a comprehensive platform that consolidates all the software you need to run your business.
SuiteDash lets you build fully customizable client portals for easy collaboration. It’s completely white-label friendly, so brand away. Handle management, tracking, billing, and scheduling functions—all from one dashboard. Each client only has access to their specific information, and you can securely post files and documents for them to view or download.
Using the platform’s Client Circles, you can auto-assign permissions to any file, folder, or page, so only clients in a certain predetermined group will have access. Project management features include task/phase templates and both recurring and scheduled project auto-generation. The template library lets you start by loading pre-built and pre-formatted assets designed to get you moving quickly.
Because your files are also organized in an insulated structure, you can say goodbye to frantically searching through folders for that one image. Dynamic dashboards and data placeholders let you tailor the client experience with data reporting, and dynamic charts—plus direct links to billing, projects, and more. You can use the same dashboard setup for as many clients as you like, and information will dynamically adapt to show each client their unique data.
For that personal touch, you can use dynamic charts with custom dashboards to graphically display each prospect or client their position in your funnel. SuiteDash also offers a learning management system (LMS) where you can host courses with modules and lessons for both clients and staff. SuiteDash ensures all your client interactions are a breeze with file transfer share options, dedicated client folders, and email marketing campaign tools.
Each client gets notifications when files or folders are shared, and you can quickly organize downloadable assets in sub-folders or keep files in private locations. the platform’s integrations with Zoom, Twilio, SMS sending capabilities, and email templates make it easy to keep up with clients.
Then, add contacts to marketing audiences and automate email blasts to empower your brand and streamline client interactions. Take command of CRM with awesome onboarding options and power up your sales funnel with the Deal Stage Pipeline’s built-in automations and reporting. The proposals feature lets you outline your client’s projects, set a price, and send for eSigning. After approval, the invoice and any additional documents are auto-generated.
Clients can manage their subscriptions, memberships, payments, saved payment information, and even process payment through ACH and Plaid. On top of all this, the No-Code Automations engine gives you the power to create workflows that operate on autopilot, which helps you make more money in less time. SuiteDash’s all-in-one platform combines CRM, client portals, file sharing, project management, time-tracking, invoicing, and more, so you can streamline client interactions and improve team collaboration.
Plans and Features
Lifetime access to SuiteDash
All future Pinnacle Plan updates
You must redeem your code(s) within 60 days of purchase
Stack unlimited codes
Previous AppSumo customers will be grandfathered into the new feature limits
Previous AppSumo customers who purchased SuiteDash can buy more codes to increase their feature limits
10 code maximum per SuiteDash account, but you can buy unlimited codes and stack across multiple accounts
Post campaign upgrade: One time payment of $129 for 5 additional staff
Post campaign upgrade: One time payment of $129 for 100 GB additional storage
60-day money-back guarantee, no matter the reason