Toolonomy Logo
Toolonomy content is free. When you purchase through referral links on our site, we earn a commission.

SuiteDash: Alternative to Nifty & Plutio

SuiteDash is a comprehensive software that combines business essentials into a pre-integrated, white-label-ready platform.
Tool Highlights
A brief and concise overview of this tool at a single glance
  • Access CRM, client portals, file exchange, project management, invoicing, and more
  • Alternative to Bitrix24, Keap & Thryv
  • Get built-in data sharing and task automation with interconnected tools for a seamless experience
  • An all-in-one business management tool for those who want a single tool to manage their business
Video Source: AppSumo Official YouTube Channel
Tool Description
A detailed overview of this tool to learn more about it

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.

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.

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.

Integrate Zoom, Google Meet, Twilio, SMS sending capabilities, and email templates to keep stakeholders on the same page. You can also add new contacts to your email list and automate email blasts to simplify client interaction

SuiteDash now offers auto-templates, so you can build automation that is triggered whenever key decisions need to be made. With the dynamic logic engine, run a bot that fires off auto-templates whenever it recognizes specific conditional and date-based triggers.

Speaking of automation, 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.

Tool Features
Explore the main features of this powerful tool.
  • CRM + Automation: Create & configure multiple acquisition & onboarding funnels designed to efficiently convert Leads into happy Customers.
  • White Label Portal + Mobile App: Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. Or, they can install your White Label Mobile App on their phone/tablet and always be in touch, even on the go.
  • Onboarding + Custom Dashboards: Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.
  • Invoicing + Subscriptions: A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client.
  • LMS Learning + Monetization: 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.
  • Projects + Templates + Automation: 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.

Become a Toolonomy Community Member for Free!

Consider joining our Official Community Group if you want to get access to exclusive insider content and information about Exclusive Digital Tools and Technologies. Also, you will be able to get involved in interesting group discussions with like-minded people that are interested in similar topics as you.
Become a Member
Toolonomy Logo
Made with ❤ by & for Digital Tool Enthusiasts
Copyright © 2018 - 2024 by SyncWin | All Rights Reserved.
Top crossmenuarrow-right