SuiteDash

SuiteDash is a popular Client Management Software that offers innovative features like extensive client management, CRM, secure client portal, privacy encrypted mails, and drip marketing. This software best fits small to mid-sized businesses.

Business Management Software like SuiteDash has a variety of online tools or modules which are used by any business to save their time. It provides support at every single step so you can focus on our targets rather than system complications, it is more like ‘Plug and Play’.

Manage your business at your fingertips that streamline your interaction with clients and empower the collaboration with your team. The white-label branding of SuiteDash ensures no copyrights infringement so businesses can scale and focus on originality.

Features:

Automation Onboarding Process

• CRM offers unlimited custom fields
• The client portal can be customized as per the needs
• The onboarding process can be automated
• Create funnel landing pages as per the suit

Customize the Client Portal

• A customized client portal can be set up on URL
• White label mobile app for clients
• The login page can be fully branded
• Email notifications are fully white labeled

Complete Solution for Payment

• Quick invoice creation can be paid online
• Auto-convert Estimates can be converted to Invoice
• Can invoice both one time and subscription items
• Clients can also manage and cancel their Subscription
• Allows to secure payment methods on file

Email Drip Campaigns

• Move your targeted audience based on triggers/actions
• Schedule or manually send emails to a targeted audience
• Can re-use the base design of the templates
• Import your existing subscribers’ list in CSV form

Manage Projects and Templates

• Nothing is away from your fingertips from managing your team and clients to Automations
• Track the time spent on each particular task and project
• Design your workflow and automate the steps to save time
• Easy to convert tasks/projects to invoices

Advantages:

• Easy for the clients as everything under one roof
• Easy to manage and let you focus on your targets
• It gives a roadmap to forecast implementation and new features
• Helping videos to set up the software
• Arresting features are user friendly and easy to operate by the costumes as well
• Sync your appointments with Google Calendar
• Live chat with direct messages and chats

Disadvantages:

• Delay customer support
• Takes time to familiarise the internally connected features
• Buggy as it is still in the developing stage
• Setup takes time
• Renew plans are costly compared to alternatives
• Lack of live phone support

Pricing:

SuiteDash offers 14 days fully-featured free trial so you can decide the suitable plan for your business. Plans are available with categories of monthly, yearly, and lifetime. All the mentioned plans come with a free trial and you can even add on features as per your choice.

Start:

Core platform with 100 GB file storage at $19 per month.

Thrive:

Core platform with additional growth tools and 500 GB file storage at $49 per month.

Pinnacle:

Core platform with Premium tools 2 TB file storage at $99 per month.

Conclusion:

SuiteDash is not only used as Client Management Software but it offers exclusive features at pocket-friendly prices. You can try a free trial and decide if it really works for you. If its features prove useful for the growth of your business you can wisely buy a suitable plan. If still, you are looking for something more than you can check out Alternatives Magazine for Best SuiteDash Alternatives.