SuiteDash Appsumo: SuiteDash makes it easy to onboard new clients on autopilot! Just embed kickoff forms on your site and let onboarding workflows trigger the next step automatically. You can build white-label client portals to handle project management tracking billing and scheduling. Securely post files and documents for clients and auto-assign permissions for specific files folders or pages.
You’ll also be able to build custom client dashboards using data reporting and dynamic charts with direct links to billing projects and more. SuiteDash lets you create sequenced project templates with tasks and phases arranged in order of importance. Schedule appointments with automated booking two-way Google Calendar sync paid appointments and a “Look Busy” feature.
Click Here to Buy SuiteDash Appsumo Lifetime Deal at $129
This platform has a powerful learning management system (LMS) where you can host courses with modules lessons and downloadable content. You can build courses customize your LMS interface and grant client access during the onboarding process. Design informational courses for clients and staff using the built-in LMS.
SuiteDash streamlines all your client interactions using file transfer share options dedicated client folders and email marketing campaign tools. Clients are notified when files or folders are shared. You can also organize assets into sub-folders or keep files in private locations. SuiteDash now offers auto-templates so you can build automations that are triggered whenever key decisions need to be made.
Click Here to Buy SuiteDash Appsumo Lifetime Deal at $129
With the dynamic logic engine run a bot that fires off auto-templates whenever it recognizes specific conditional and date-based triggers. Speaking of automations you can send auto-generated invoices and securely store banking info to streamline client billing.
That way, your clients can manage payment info and process payments through ACH and Plaid—saving you tons of time. Of all the things that require brain power learning single-feature platforms isn’t at the top of the list. SuiteDash streamlines everything including client portals project management time-tracking and invoicing.
Plans & features
Lifetime access to SuiteDash
All future Pinnacle Plan updates
You must redeem your code(s) within 60 days of purchase
Stack up to 10 codes
GDPR compliant
Previous AppSumo customers will be grandfathered into the new feature limits
Previous AppSumo customers who purchased SuiteDash can buy more codes to increase their feature limits
10 code maximum per single SuiteDash account, but you can buy unlimited codes and apply the codes to multiple SuiteDash accounts