Be honest: can you count the number of software systems you use on one hand?
Chances are you’re accustomed to managing projects, sending invoices, and growing your
CRM with at least three different tools… and some of you might even use more!
So what if I told you that we have a white-labeled solution of multiple inter-connected tools
that work seamlessly together so you can collaborate with your team and your clients in one place?
If that sounds like music to your ears, then you better stick around for today’s product showcase.
What’s up, fam?
It’s your girl Chrystie here from Appsumo and today I cannot wait to tell you about
SuiteDash, an all-in-one software that combines client portals, file exchange, a CRM,
project management, time tracking, invoicing, contracts, marketing, scheduling AND MORE.
Plus it’s fully white-labeled.
I know, it’s wild.
But it’s true, and it can be alll yours!
So before I break down each feature, make sure you’re subscribed to our YouTube channel
and give this video a thumbs up to help other small businesses find our awesome deals too.
Alright, I’m not going to tease it out for too long: Let’s white-label the platform!
SuiteDash lets you customize the logo and colors to match your brand, and even add custom CSS.
When your clients or team member visits SuiteDash, they’ll have no idea that SuiteDash is powering
the experience - it’ll look like an organic extension of your company, down to the sent
email address and footer in your messages.
Plus, the whole platform is completely responsive and operates the same on phone,
tablet, and desktop.
SuiteDash is designed to be intuitive.
For instance, let’s add a client.
It’s as easy as filling out the fields in this form.
SuiteDash lets you set up a client’s circle, which is essentially their group permissions.
You can also add them to a marketing list right there.
Next, let’s say you want to schedule a meeting with this client.
It’s super simple to add an event to your calendar.
And once you do, all events are organized into a neat interface.
Alright, let’s create the A Portal page, which functions as a content page inside the portal.
SuiteDash lets you assign portal page permissions to an individual Client or to a Circle,
and each page can have custom CSS and Javascript.
You can make this the start page, so when a member of that circle logs in, they’ll
be directed to this as their first page.
In fact, there are a few ways to control what your client sees.
For instance, customize the sidebar menu to include items for specific users or circles.
You can also customize which widgets appear at the top of the user dashboard by changing
up each widget’s permissions.
This is especially useful when you want to create a sticky announcement for only specific roles.
Alright, now that we’ve set everything up, it’s time to get rolling on a project and
send an invoice.
Starting up a new project is easy - just give it a name and due date, and assign clients
and teammates to the project.
When you select a template for the project, it will be auto-populated with tasks and phases.
Each task comes with a built-in timer, which you can use to bill a client and add directly
into an invoice that your client can pay online right through the portal.
Pretty cool, right?
And last up, you’ll want to configure the actions to be taken upon completion of the project.
Next, I want to show you all of the communication channels.
SuiteDash features a built-in chat between teammates, plus you have channels
and direct messaging.
So, I’m going to reach out to a client - SuiteDash lets you include canned responses and signatures,
and you can organize your messages into folders - basically, anything a full-featured messaging
system can do, SuiteDash can, too.
You can also use the File Sharing toolkit to easily request files from a client.
With practically no effort on your end, your client will receive an email with access to
upload the file via a generic dropbox link to the destination of your choice.
And there’s no file size limit!
So no joke - they’ve tested huge files that exceed 2GB, and it transfers every time.
There’s a lot to show you in SuiteDash, but let me highlight just two more conveniences
for your clients.
You can set up Magic Link, which is a one-click login option for clients who are reluctant
to (or struggle to) remember their password.
And they can schedule time to meet with you in just a couple of clicks!
When I say all-in-one, I mean it.
Save time and simplify your processes with SuiteDash.