SuiteDash may already be familiar to productivity gurus for how it cleverly consolidates your CRM, Scheduling, Client Onboarding, eSigning, File Sharing, Time Tracking, Proposals, Invoicing, Subscription Management, Email Marketing, and…
It essentially centralizes everything you could possibly need to run your business. Let’s take a look at “SuiteDash” by Mike SuiteDash, which was recently released on Appsumo.
Today, I’m excited to tell you about SuiteDash Lifetime Deal >>FREE TRIAL<<, a software suite that combines the most important features you’ll need to run your business successfully.
What is SuiteDash?
SuiteDash is a comprehensive software solution that combines the requirements of the business into a pre-integrated and white-label-ready platform.
From a single platform, you can access CRM, client portals, file exchange, project management, invoicing, and other features. With interconnected tools, you can get built-in data sharing and action automation for a seamless experience.
“Wow!” you’re probably thinking. That’s all I need to run my business!” Buckle up, buckaroo, because you’re about to get a whole lot more with the latest SuiteDash update.
Why Choose SuiteDash Lifetime Deal?
Everything from sales funnels to deal pipelines to revenue forecasting, proposals, e-signatures, and invoicing is supported. Even more impressive is the fact that it all starts with your very own white label login, hosted on your own custom URL.
Clients log in and are then directed to a fully-branded client portal where they can message you, share files, and track your progress. No more late-night “You up?” texts just to see if you’re on track to meet your deadline. And, because the SuiteDash team is committed to streamlining your workflows, they’ve improved Flows even further.
A step-by-step onboarding tool that completely replaces awkward emails, phone calls, and Slack back-and-forths that cause your project’s launch date to be pushed back. You can also use the file-sharing tool kit to request files from a client with little effort on your part.
Your client will receive an email with instructions on how to upload the file to the destination of your choice using generic Dropbox links. There is no file size limit. I’ve tested it with files larger than 10 GB and it works flawlessly every time!
SuiteDash Lifetime Deal Amazing Features
➣ CRM with Automation
‘SuiteDash Lifetime Deal’ Make your lead generation and onboarding processes more automated. Create and configure a number of acquisition and onboarding funnels to efficiently convert leads into satisfied customers.
- Integrate the Kickoff Form into your website.
- CRM has an unlimited number of custom fields.
- Personalize your Client Portal experience.
- Make your onboarding process more automated.
- Create funnels or landing pages to suit your needs.
➣ White Label Portal With Mobile App
Customize the Client Portal experience by including your URL, logo, and colors. Your Clients and Staff will gain access to your Portal through your Custom URL and a fully customizable login screen. Alternatively, they can download your White Label Mobile App to their phone/tablet and stay in touch even when they’re on the go.
- Your URL can be used to set up a portal.
- There is a White Label Mobile App included.
- Fully Customized Login Page
- Fully Customized Email Notifications
- The SuiteDash brand is never visible to users.
➣ Onboarding with Custom Dashboards
The client’s unique data is dynamically merged into the Custom Dashboard that they have been assigned. Each client will be able to see their own data, status, and/or files. Utilize pre-built dashboard templates and information pages to get a head start. iFrames, YouTube and Vimeo videos, and any other embeddable widget can be added directly to the Client Portal.
- Assign each client a unique dashboard.
- Make the customized dashboard the “Start Page”
- Each client sees their own data in a unique way.
➣ Subscriptions & Invoicing
A fully featured Subscription Payment & Membership Site solution that includes extensive subscription management tools for both you and the customer, as well as a full solution for issuing invoices and taking payments right in the Portal.
- Create invoices that can be paid online quickly.
- Estimates to Invoices are automatically converted.
- Both “one-time” and “recurring” things should be invoiced.
- Subscriptions can be managed and canceled by clients.
- Save “payment methods on file” in a secure location.
➣ Monetization with Learning Management System (LMS)
Incorporate Learning Into Your Organization; Putting your hard-earned knowledge into an online course can be a huge help to your company or group! Educate your consumers or train your personnel! The LMS can be used in a variety of ways, making it a powerful tool in your arsenal.
- Make Client and Employee Training Courses
- Create stunning courses using our drag-and-drop editor.
- Restrict access to content until all previous lessons have been completed.
- Video, photos, charts, and other media can be easily embedded.
- It allows you to split up several courses into different items.
➣ Member Access and Client Onboarding
Define your workflows and invite your leads, prospects, and clients on a journey of your own design to take charge of your operations. You’ll be able to take on more clients and grow your bottom line by using automated methods.
- Use Kickoff Forms on your website to begin the onboarding process.
- Prospects are automatically guided through a journey.
- Building autopilot systems is simple by using No-Code Automations.
- Direct the journey of a prospect or client based on their preferences
- Use features that are flexible and adaptive to your workflow.
➣ File Transfer and Storage in the Cloud
Upload the files, Take a look at these files and give them a try, Using a client portal to share files gives you mission-specific tools that are built to execute the exact task you need, swiftly and efficiently, while maintaining and promoting your brand integrity.
- Client files are kept in a secure environment.
- The onboarding process should include the ability to upload files.
- Request that clients upload, distribute, or exchange files of any size with anyone using File Requests.
- Shared Folders are a versatile and effective tool.
➣ Proposals on the Cloud with eSigning
Send stunning proposals to prospects via the internet, where they can simply review and accept them. Create multi-page proposals with a lot of content that can trigger various actions when they’re accepted (invoice auto-creation, additional documents, etc.). Proposals are seen and electronically signed.
- To view this page, the prospect/client does not need to be logged in.
- When a client accepts, an invoice is generated automatically.
- Templates let you avoid doing the same thing over and over again.
- The signature is authenticated and fully legal.
➣ Appointment Scheduling with Automation
Each member of your team can construct their own “booking page” or embed their widget on your website, giving them powerful control over appointment length, the time between appointments, and more. You can set up automated activities that happen when a slot is booked and customize all of the details associated with each appointment type.
- It’s something that your entire team can use.
- Bookings can be made immediately on your website by leads.
- Create a custom URL for a “Book me” landing page.
- Sync your Google calendar with your appointments.
- Admin can make reservations on behalf of others.
➣ Projects & Templates with Automation
Maintain control over your staff while keeping your clients informed and involved. Templates and automation let you avoid doing the same thing over and over again. Nothing is more than a few clicks away, ensuring that you have all you need at your fingertips at all times. Time spent on a project or assignment can be easily tracked and added as a chargeable item on an invoice.
- Task Templates and Generators let you avoid doing the same thing over and over again.
- Create a workflow and then automate the steps within it.
- Task timers enable fine-grained time tracking.
- Convert tasks or projects into invoices with ease.
- Kanban boards make it easier to stay organized.
➣ Drip Campaigns with Email Marketing
Add Contacts to your Marketing Audiences quickly and easily, and have them automatically moved to new Audiences based on triggers and actions. Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences, whilst Email Campaigns can be built and sent at a certain day and time.
- Manually or through an embedded form
- Whether you send campaigns manually or on a schedule, it’s up to you.
- You can reuse base designs with Campaign Templates.
- CSVTrack campaign openings and clicks can be imported from your existing subscriber list.
➣ Contracts with E-Signing
Documents for e-Signing that are generated dynamically; Say goodbye to your current e-Signature solution and welcome to dynamically created contracts that will save you a ton of time, remove errors, optimize your workflow, and shorten your onboarding time.
- Templates for documents with dynamic data that can be used in automation
- Automate the sending and signing of a document.
- Notifications when a document is viewed, signed and completed trigger a range of automatic actions after the document is signed, and the audit trail is entirely compliant.
➣ Live Chat with Secure Messaging
In a secure and structured manner, communicate with your client and your team. Directly within your Portal, you have your own private and secure messaging network. Send confidential messages to one or more clients or employees. Live Chat keeps your team on the same page when it comes to collaboration.
- Secure messaging that complies with HIPAA
- Clients can send you messages.
- Clients can only message people who are members of your organization.
- Create an unlimited number of folders to organize your files.
- Live chat with direct messages and channels is available.
Learn More About SuiteDash’s Features, Go Here…
SuiteDash Pricing Plans
You can get a yearly Plan & Lifetime Plan – Visit the Official website and get SuiteDash Free Trial Right Now!>>>
SuiteDash Lifetime Deal is a powerful business software that helps you manage your team and projects. It’s a time-saving tool that improves communication and collaboration among your teams.
In this day and age, where we are all so busy, it can be hard to keep up with the demands of your work. That’s why SuiteDash is such a great tool to have on hand because it will help you manage your team and projects in the most efficient way possible.
I hope that this post has helped you decide why SuiteDash is the best all-in-one business software for you.
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If you have any Query for me Please Feel Free to Contact Me.
Attention! Most deals sell out within a week of being added to Appsumo. So, if you require it, take it now. Also, take a look at the Amazing deals on Appsumo.
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