Email Marketing + Drip Campaigns
Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
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.
Collect Leads in Audiences
Build Automated Drip Campaigns
Use your Preferred SMTP
LMS Learning + Monetization
Integrate Learning into your Business
Organizing your hard-won knowledge into an Online Course can be a great asset to your business or organization! Monetize your courses, use them as lead generators, train your Staff or just educate your Clients! There are dozens of creative use cases that make LMS an invaluable tool in your arsenal.
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Create Courses for Clients and Staff
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Build beautiful courses using our drag & drop Editor
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Lock content until previous Lessons are completed
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Easily embed video, images, charts, etc.
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Allows for multiple Courses configured in separate Products
Client Onboarding + Member Access
Onboarding Clients on Autopilot
Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design. Automated systems will let you take on more clients & grow your bottom line!
Start the onboarding using Kickoff Forms on your website
Automatically move Prospects through a journey
No-Code Automations make it easy to build autopilot systems
Direct the path of a Prospect/Client based on the choices they make
Designed to be flexible and adaptable to your workflow
Cloud File Storage + Transfer
Securely storing, sending and sharing files has never been easier.
Upload those files, done! Download these files, check! Using a client portal to share files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
Client files are securely insulated
Integrate file(s) upload into onboarding
Use File Requests to ask Clients to upload
Send/Share files of any size to anyone
Shared Folders are powerful & flexible
Cloud Proposals + eSigning
Send beautiful Proposals online & Prospects can easily review & accept
Design content-rich, multi-page Proposals that can automatically trigger other actions when accepted (Invoice auto-creation, additional Documents, etc.)
Proposal are viewed & eSigned online
Prospect/Client does not need to log in to view
Auto-generate Invoice when Client accepts
Templates prevent repetitive work
Signature is documented & 100% legal
Appointment Booking + Automations
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website
Powerful options to control appointment length, time between appointments, etc. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked.
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Can be used by your entire team
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Leads can book directly from your website
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Create a ‘Book me’ landing page with custom URL
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Sync appointments to your Google calendar
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Admin can book on behalf of others
Projects + Templates + Automation
Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
Task Templates & Generators eliminate repetition
Design a workflow, then automate the steps
Task timers allow for granular time tracking
Easily convert tasks/projects into Invoices
Kanban boards simplify organization
Email Marketing + Drip Campaigns
Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions
Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
Add manually or via embedded form
Send campaigns manually or schedule them
Campaign Templates let you re-use base design
Import your existing subscriber list via CSV
Track campaign opens and clicks
E-Signing + Contracts
Dynamically Generate Documents for e-Signing
Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time.
Document Templates with Dynamic Data for use in Automations
Trigger a Document to be sent/signed on autopilot
Fully compliant Audit Trail including IP address
Notifications when a Document is viewed, signed, and completed
Trigger a variety of automatic actions after the Document is signed
Support Tickets
Streamline your Customer Support workflow!
Use Custom Inboxes, Priorities & Tags to define your internal systems, processe, and escalation procedures to ensure that tickets are handled according to your business requirements. Powerful Permissioning lets you control exactly which Staff members can view and respond to support requests.
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Provide a dedicated Customer Support channel right inside your own White Label Client Portal
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Create Custom Inboxes, Priorities & Tags to help organize your Support workflow
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Powerful filtering & search lets you easily segment and identify specific scenarios
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Configure a custom support email address that can automatically create tickets
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Define exactly which members of your Staff can view, respond to, or re-assign Support Tickets
Secure Messaging + Live Chat
Communicate seamlessly with Client and your Team in a secure & organized way
Your own private & secure messaging network directly inside your Portal. Send Secure Messages to a one or more Client(s) or Staff member(s). Live Chat keeps your Team in collaborative sync.
HIPAA Compliant secure messaging
Clients can send messages to you
Control who in your org Clients can message
Organize with unlimited Folders
Live chat w/ direct messages & channels