Track every Lead, Prospect, and Client in the sales funnel, and schedule them for follow up ‘Events’ like emails, phone calls or sales calls with just a few clicks
View and edit all of your assigned Tasks, as well as the Tasks assigned to your various Team Members and your Clients, and even create new Tasks right from the Calendar
Easily build out Estimates and Invoices to send to your Clients on a one-time or recurring basis, using from scratch or pre-created ‘Items’, ‘Taxes’, and ‘Discounts’
Allow Team Members to track how much time they spend on a certain Task or Project, and turn those Timers into billable items that you can then add to a Client’s Invoice
Upload files of nearly any type or size, and easily assign those files to various Clients and Team Members in your installation, with granular permission control for each
Communicate with your internal staff members, both on a one-on-one basis, as well as in designated group channels, in chat windows that are always just a click away
CRM, Client Portals, Project Management, Time Tracking, Invoicing & Online Payments, Email Marketing, Integrated Live Chat & 100% White Label Branding. Everything you need to generate leads, boost sales, get paid and communicate with your team and your clients.
Remove the barriers to your data, and boost efficiency. All parts of SuiteDash share the same data. No more copy, paste or duplicate entries. Don’t spend your valuable time with other software trying to force multiple systems to work together.
All data to and from SuiteDash is fully encrypted, and every file you store on our servers is encrypted at rest, which means they are 100% secure. Your clients can securely pay their invoices or setup recurring billing directly on the platform.