SuiteDash Business Accelerator

Everything You Need to Put Your Business on Autopilot

We build your SuiteDash system to cover every area a business needs. Here are just a few:

  • Client Onboarding
  • Invoicing
  • Marketing
  • Client Communications

SuiteDash Business Accelerator

Watch Your Business Grow

Our SuiteDash Accelerator frees you and grows your busines by:

  • Automating client management
  • Streamlining projects
  • Empowering your team
  • Eliminating email clutter
  • Getting you paid faster
  • Keeping your clients happy

SuiteDash Business Accelerator

Here's what you get with our SuiteDash Business Accelerator:

Client Onboarding

Getting your clients entered into your SuiteDash system is key to managing their experience.

Throughout the onboarding process, our framework allows you to keep that personal touch with your clients.

  • Web-to-Lead Capture Forms
  • Integration with Main Website
  • Client Onboarding Flows, Email & Form Automation

Client Portal

Clients are able to see updates regarding their Projects, securely share important documents, and communicate with you in one central location instead of always having to resort to emails, where things are easily misplaced.

  • Client Portal
  • Client Onboarding Progress Display
  • Secure Document Sharing
  • Centralized Communication
  • Forms
  • Projects and Tasks
  • Checklists

Operations

We customize SuiteDash to help you capture information about projects, clients, payments, planning and more. All in a framework that lets you stay personal with your clients.

  • Proposal template with E-Signing
  • Custom data for Clients and Projects
  • Staff & Teams Setup
  • 2 Update Forms
  • On-demand Flow
  • 1 Project template
  • Invoice Generator
  • Online Payments
  • Contract template with E-Signing
  • 2 Automation templates*

*Some Automation and customization features require SuiteDash's Pinnacle Plan.

Client Experience & Branding

We setup SuiteDash to use your branding so your clients have a consistent experience that matches your company identity.

  • WordPress Website Login Integration
  • Company Settings
  • Domain
  • Email
  • Custom Navigation
  • Platform Logo
  • Platform Colors
  • Custom CSS
  • Custom URL & Login

Hand-off & After-Care

After hand-off, we continue to check-in with you and your team to make sure you're hitting the ground running.

  • Video-based system guide
  • Priority Support After Launch
  • Additional Support Available At Preferred Rates