Integrated CRM+ Automation
Automate your Lead generation & Onboarding Process
Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Clients/Customers.
Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
One-Stop Client Management
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See and manage all Contact information and resources in one place
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Assign Clients to specific Salespersons so that they are private
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Assign each Client a “Client Coordinator” as their go-to point of contact
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Keep Private or Shared Notes on every interaction with the Contact
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Quickly create and manage internal Tasks related to the Client
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Upload/Manage/Download all Client Files from their Dashboard
Client Management + Automations
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Add Contacts manually, by import, or by embedding a registration form on your website
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Auto-add Contacts to a built-in Email Marketing Drip Campaign
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Auto-Assign permissions to Files/Docs/Pages using Client Circles
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Auto-Assign Contacts to a specific Coordinator (point of contact)
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Auto-Generate Projects using Project Generators & Task Templates
Automate with Client Circles
Deal Stages Pipeline
Four different view styles to choose from to monitor the pipeline from all angles
Drag & drop Deals cards to different stages in a Kanban-style interface
Keep your sales team organized and focused as you track opportunities
Forecast revenue and business growth, and receive insight to drive new initiatives
Onboarding FLOWs
Automatically trigger a FLOW for a new Client to complete before access to the Portal
Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
Activate an Onboarding FLOW after self-registration or a bulk CRM import
Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
