● Manage your business like a pro with SuiteDash, the all-in-one business software that empowers collaboration with your team and automates interaction with your clients. Including client portal, CRM, mobile app, booking engine, proposals, file transfer, e-signing, subscriptions, online payments and more.
● Customize the client portal experience with your URL, logo and brand colors. Your clients / staff will access your portal via your custom URL and a custom login screen. Or, they can install your white label mobile app on their phone/tablet and always be in touch, even on the go.
● Automate your lead generation and on-boarding process. Create multiple acquisition and on-boarding funnels designed to efficiently convert leads into happy customers. Embed a kickoff form on your website, automate the on-boarding process and create funnel / landing pages to suit.
Why
SuiteDash was built to be the ONE Dashboard® where you can login to run your entire business, every aspect from start to finish. With all of these functions under one roof.
Goal
Take control of your processes by defining the workflows, inviting your leads, prospects and clients into a journey of your own design. Take on more clients and grow!
Process
CRM and client portal is where it starts, but certainly not where it ends. Bridge the communication and interaction gap with your customers or clients.
Integration
Seamlessly integrate your projects with your invoices, your client portals with your email campaigns, migrate and share information and with the powerful apps.
Support
Along with live chat there is an extensive help document page covering every aspect of SuiteDash. If you need further assistance Madronify is available for a fee.
Use Case
Need a branded white label client portal, CRM, project management, invoicing, recurring billing, time tracking, file sharing , LMS, email campaigns and much more? Yes