Why SuiteDash?
Top 10 Reasons To Choose SuiteDash For Your Business!
CRM + Automation
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
- Embed Kickoff Form on your website
- Unlimited Custom Fields in CRM
- Customize the Client Portal experience
- Automate your Onboarding process
- Create Funnel/Landing Pages to suit
Replaces…
White Label Portal + Mobile App
Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.
- Portal can be setup on your URL
- White Label Mobile App is included
- Fully Branded Login Page
- Fully White Labeled email notifications
- Users never see the SuiteDash brand
Replaces…
Invoicing + Subscriptions
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
- Quickly create Invoices that can be paid online
- Auto-convert Estimates to Invoices
- Invoice both ‘One Time’ & Subscription items
- Clients can manage & cancel Subscriptions
- Securely store ‘Payment Methods on file’
Replaces…
LMS Learning + Monetization
Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.
- Create Courses for Clients and Staff
- Build beautiful courses using our drag & drop Editor
- Lock content until previous Lessons are completed
- Easily embed video, images, charts, etc.
- Allows for multiple Courses configured in separate Products
Replaces…
Client Onboarding + Member Access
Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!
- Start the onboarding using Kickoff Forms on your website
- Automatically move Prospects through a journey
- No-Code Automations make it easy to build autopilot systems
- Direct the path of a Prospect/Client based on the choices they make
- Designed to be flexible and adaptable to your workflow
Replaces…
Cloud File Storage + Transfer
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
- Client files are securely insulated
- Integrate file(s) upload into onboarding
- Use File Requests to ask Clients to upload
- Send/Share files of any size to anyone
- Shared Folders are powerful & flexible
Replaces…
Cloud Proposals + eSigning
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)
- Proposal are viewed & eSigned online
- Prospect/Client does not need to log in to view
- Auto-generate Invoice when Client accepts
- Templates prevent repetitive work
- Signature is documented & 100% legal
Replaces…
Appointment Booking + Automations
Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.
- Can be used by your entire team
- Leads can book directly from your website
- Create a ‘Book me’ landing page with custom URL
- Sync appointments to your Google calendar
- Admin can book on behalf of others
Replaces…
Projects + Templates + Automation
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
- Task Templates & Generators eliminate repetition
- Design a workflow, then automate the steps
- Task timers allow for granular time tracking
- Easily convert tasks/projects into Invoices
- Kanban boards simplify organization
Replaces…
Email Marketing + Drip Campaigns
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
- Add manually or via embedded form
- Send campaigns manually or schedule them
- Campaign Templates let you re-use base design
- Import your existing subscriber list via CSV
- Track campaign opens and clicks
Replaces…
SuiteDash REPLACES the core
functionality of ALL these tools
- Client Portal Software
- Advanced File Exchange
- CRM / Client Management
- Advanced Form Builder
- No-Code Automation Builder
- Custom Client On-Boarding
- Appointment Scheduling
- Project Management &Â Billing
- Cloud-Based Proposals
- Estimates & Invoicing
- Documents & eSigning
- LMS Learning Management
- Custom Embeddable Forms
- Email & Drip Marketing
- Real Time Team Chat
SUITEDASH PRICING PLANS
Choose the product that you really need!
$ 19
START
12+ Integrated Toolkits
UNLIMITEDÂ CRM Contacts
UNLIMITEDÂ Staff/Team
UNLIMITEDÂ Portals
Extreme White Labeling
Custom Branded Mobile App
Email Marketing Campaigns
100GBÂ File Storage
Docs / Academy / Community
Upgrade at any time
No Contracts / No Risk
$ 49
THRIVE
Everything in Start +
Autoresponder Drip Marketing
Dynamic Proposals Toolkit
Custom Folder Generators
Advanced Custom Menus
Deal Stage Pipelines
Client-Side Live Chat**
Total of 500GB File Storage
1 FREE Wizarding Session***
Up/Downgrade at any time
No Contracts / No Risk
$ 99
PINNACLE
Everything in Thrive +
Task Dependency Logic
FLOWs Automation Toolkit
Trigger/Action Automations
LMS Learning Management
Support Tickets Toolkit**
Client/Customer Journeys**
Total of 2TB File Storage
1 BONUS Wizarding Session***
Downgrade at any time
No Contracts / No Risk
Get Started
Ready to Automate
Your Business?
InfinetGlobal is excited about our new Agency Partnership with SuiteDash and we are looking forward to working with you to identifying areas of your business model that can be automated, and supporting you through each step of the process of planning, developing, testing and fine tuning each automation.
