Case Studies

Travel Portal Custom Dashboard Travel Planner

A busy travel planner wanted to implement client onboarding, automations, task and communication management as well as custom portals for their growing travel client list.

First, we learned their business and helped them refine their workflow and intake process.

Then, we used SuiteDash to create onboarding flows, task checklists, scheduled communications, and a traveller portal that consolidates all their client's important information in one place to make it easy for them to keep clients updated, and simple for the traveller to find important information.

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Medical Veterinary Portal Custom Dashboard Veterinary Consultant - Client Portal

A growing veterinary consulting practice wanted to implement SuiteDash as the basis of their client and case management system.

We worked closely with them to understand their internal processes, client intake needs, and payment requirements.

We used SuiteDash to create onboarding flows that integrate with Calendly, project management for the entire team, a client portal that consolidates access to important veterinary case information in a central location, and allows clients to self-serve and request additional services.

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Medical Veterinary Portal Custom Dashboard Veterinary Consultant - Admin Portal

A growing veterinary consulting practice wanted to implement SuiteDash as the basis of their client and case management system.

We worked closely with them to understand their internal processes, client intake needs, and payment requirements.

We used SuiteDash to create onboarding flows that integrate with Calendly, project management for the entire team, a client portal that consolidates access to important veterinary case information in a central location, and allows clients to self-serve and request additional services.

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Real Estate Custom Dashboard Real Estate Build-Out

A growing real estate business had already completed the core SuiteDash setup and now they wanted to incorporate onboarding, automations, project management and custom portals for home buyers and sellers as well as their growing team.

We learned their business and helped them refine their workflow and intake process. Then, we used SuiteDash to create clear and efficient onboarding for their clients and staff, automation and task management, and informative client portals that keep clients engaged and up-to-date regarding the home selling or buying process.

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Real Estate Custom Dashboard Real Estate Build-Out

A growing real estate business had already completed the core SuiteDash setup and now they wanted to incorporate onboarding, automations, project management and custom portals for home buyers and sellers as well as their growing team.

We learned their business and helped them refine their workflow and intake process. Then, we used SuiteDash to create clear and efficient onboarding for their clients and staff, automation and task management, and informative client portals that keep clients engaged and up-to-date regarding the home selling or buying process.

Learn More