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Secure Client Portal
Client’s unique data is dynamically merged into their assigned Custom Dashboard
Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
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.
Customize what your Clients can see
Paid Portal Access
Content Block Editor for Pages
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Create complex layouts and style content with little technical knowledge
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Drag & drop content blocks containing text, photos, videos, charts, etc.
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Insert Dynamic Data using placeholders or setting Custom Fields within the Block
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Content can be made fully responsive so it displays nicely all types of devices
Use Forms in your Portal
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Kickoff Forms are dynamic and let you kick off a funnel or process for your Clients
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Update Forms let you update existing Contacts or let your Clients add more info to their profiles
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General Forms give you even more flexibility and can be used inside or outside of the platform
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Trigger Automations & Integrations automatically upon completion of a Form
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