A customer portal software is a tool that acts as a self-service platform. Customer portal software will provide your customers with detailed information about your products and services 24/7. It can be a web application or a website that provides secure storage space in the customer portal for sharing and distributing important information and documents.
Customer portal software is a secure digital pathway to a company’s information, files, community, and network that enables businesses to provide their customers or clients with the ability to quickly access services, files, and information online.
Today, I will share my legit reviews on SuiteDash after using 2 months for my agency. I will also share an awesome bonus and why you should choose SuiteDash as your customer portal software.
What is SuiteDash?
SuiteDash is not just an ordinary customer portal software. It is a complete cloud-based and fully integrated platform business management solution. SuiteDash offers an excellent option for small and medium-sized businesses. While many companies struggle to get multiple solutions to work together, SuiteDash easily overcomes this challenge.
SuiteDash provides access to all of the most commonly used features, tools, and options to effectively manage customer service and support needs. If the all-in-one solution is what your business is looking for, SuiteDash might be the right choice for your business and customer service needs.
- 100% White Label
- Full-featured customer portal and CRM
- Project and task management
- Intuitive file sharing and collaboration tool
- Estimated, billing, and recurring subscription payments
- Drip and email marketing tool
- Privacy-friendly messaging
- Live chat and real-time customer support
- GDPR and HIPAA compliant
SuiteDash Features and Benefits
It is an all-in-one business management software that empowers collaboration with your team and customers. Suitedash core functionality is:
- Client Portal Software
- CRM / Client Management
- Custom Client On-Boarding
- Advanced File Exchange
- Appointment Scheduling
- Project Management
- Time Tracking & Billing
- Cloud-Based Proposals
- Documents & eSigning
- Estimates & Invoicing
- LMS Learning Management
- Custom Embeddable Forms
- Email & Drip Marketing
- Real-Time Team Chat
SuiteDash is a business management software that serves as an all-in-one platform for your business needs. Let’s see the top features and benefits of using SuiteDash:
CRM is the must-have feature of any business management software. Suitedash will help you to automate your lead generation & Onboarding Process easily. Suitedash is a One-Stop Client Management software. If you use HubSpot CRM, Clickfunnels, or Leadpage, then using SuiteDash, you will get almost everything in one place.
- Embed Kickoff Form on your website
- Unlimited Custom Fields in CRM
- Customize the Client Portal experience
- Automate your Onboarding process
- Create Funnel/Landing Pages to suit
White Label Customer Portal
You can customize SuiteDash using your company logo, Custom URL, and colors. Your Staff and clients will be able to access your client portal using your custom URL. You will also get a white-label mobile app, which users can install on their Phones. Best repalcement of WordPress, Taxdome and appypie.
- Portal can be set up on your URL
- White Label Mobile App is included
- Fully Branded Login Page
- Fully White Labeled email notifications
- Users never see the SuiteDash brand
SuiteDash has its WordPress Plugin. By installing the SuiteDash WordPress plugin, you can access and manage your business from your WordPress Website.
Your Client will see their data and project status. You also can add custom dashboard widgets such as iframes or any video from Youtube or Vimeo. SUitedash has also mane a pre-built Dashboard widget which you can add to make it more user friendly. A best repalcement of Databox and Tabaleau.
- Assign a custom Dashboard to each Client
- Set custom Dashboard as the ‘Start Page’
- Each Client uniquely sees their data
Invoicing and Subscriptions
Getting paid is the major and important part of a Business. Using SuiteDash, you will be able to manage your Invoices, Subscriptions, and Membership as well. If you use SuiteDash, you dont need to use third-party services, such as Freshbooks, Zoho Invoice, Chargebee, etc.
- Quickly create Invoices that can be paid online
- Auto-convert Estimates to Invoices
- Invoice both ‘One Time’ & Subscription items
- Clients can manage & cancel Subscriptions
- Securely store ‘Payment Methods on file.’
Cloud File Storage and Transfer
Using SuiteDash, you can securely store and send files to your customers. You dont need to use any third-party file-sharing services such as Dropbox, SharePoint, box, etc. Using SuiteDash, you will get everything in one place and, of course, using your Brand name.
- Client files are securely insulated.
- Integrate file(s) upload into onboarding
- Use File Requests to ask Clients to upload
- Send/Share files of any size to anyone
- Shared Folders are powerful & flexible
Appointment Booking and Scheduling
Appointment and meeting scheduling are very important for every business. I used Calendly before to get an appointment for my agency. But after starting to use SuiteDash, Now I can get an appointment and automate my scheduling easily. The best replacement of Acuity, Simplybook, or even Calendly.
- Your entire team can use it.
- Leads can book directly from your website
- Create a ‘Book me’ landing page with a custom URL
- Sync appointments to your Google calendar
- Admin can book on behalf of others
Managing teams and projects is hard for a company. Using SuiteDash, you can automate your Project and task using the readymade template. Once you start to use SUiteDash, you dont need to use third-party services to manage your Project, such as Asana, Basecamp, Monday, etc.
- Task Templates & Generators eliminate repetition.
- Design a workflow, then automate the steps
- Task timers allow for granular time tracking
- Easily convert tasks/projects into Invoices
- Kanban boards simplify organization
Email Marketing and Drip Campaigns
Email marketing is an effective and essential way to promote business services. Using SuiteDash, you can add contacts and start email marketing campaigns. You dont need to use any other provider such as Mailchimp or Infusionsoft for email marketing.
- Add manually or via an embedded form
- Send campaigns manually or schedule them
- Campaign Templates let you re-use base design
- Import your existing subscriber list via CSV
- Track campaign opens and clicks
If you still need a special tool for Email marketing, you can use INBOX, the best Email automation tool I have used.
Live Chat and Secure Messaging
Instant communication with customers is important for business growth. SuiteDash has a secure messaging and lives chat option, so you dont need to use other live chat tools such as Slack, Moxtra, or Microsoft teams.
- HIPAA Compliant secure messaging
- Clients can send messages to you
- Control who in your org Clients can message
- Organize with unlimited Folders
- Live chat w/ direct messages & channels
SuiteDash has many built-in integrations with popular tools such as WordPress, Quickbooks, SendGrid, Zaiper, Stripe, Paypal, Plaid, Braintree, Authorize.net, Google Calendar, Zoom, Twilio, and more.
Who is SuiteDash for?
If you are a business owner or project manager looking for an all in all solution to manage your business, then SuiteDash will be the best solution for you. You dont need to replay on other tools since SUiteDash is packed with all the necessary tools for smooth business management. Your team will love to use SuiteDash and also your Client as well.
SuiteDash offers three pricing plans:
- The Start plan: $19/month
- The Thrive plan: $49/month
- The Pinnacle plan: $99/month
SuiteDash pricing is very cheap by comparing other services. If you want to get a Yearly package, the pricing will start from $180 to $960 per year.
SuiteDash also offers lifetime offers, from $720 to $3840 per month.
Each pricing plan comes with a 14-day free trial, and no credit card is required to start the trial.
If you want to get SuiteDash lifetime deals very cheap, then check the bonus and deals below.
How much can you save using SuiteDash?
If you compare SuiteDash pricing with other business management tools, you can see that you will save a lot. You can see the image below, where I show the cost for 25 users.
SuiteDash Lifetime Deals on Appsumo
A surprising SuiteDash lifetime deals on going on Appsumo. You can get SuiteDash complete package for a lifetime just for $99.00
Extra $10 Discount on Appsumo
As I promised at the beginning, let me tell you how you can get an extra $10 discount on APpsumo lifetime deals.
- First, Visit the Deals page on Appsumo and wait a few seconds.
- A popup will open with a $10 discount.
- Add a mail id to get the coupon code in your mail.
- Now register and login into your APpsumo account to get the extra $10 discount.
Make sure you signup using a new Email ID; otherwise, you won’t get a $10 discount. Appsumo will give this $10 extra discount to only new users. All existing Appsumo Users will not get this extra $10 discount.
- An excellent solution to streamline communications
- Great automation features
- Responsive customer support
- Interactive Dashboard
- Some functions are not intuitive
- Workflow automation can be flawed
Choosing a customer portal for your business can be a daunting task. However, I can make it a bit easier by highlighting what you should pay special attention to.
The best all-in-one customer portal software solution
While every solution out there is quite good, I can safely say that SuiteDash is the best all-in-one customer portal software solution. It’s affordable, easy to use, packed with features, and fully scalable to accommodate your business growth goals.
Best customer portal software with integrated ticketing, live chat, call center.
SuiteDash is the best customer portal software with built-in ticket management, live chat, and call center features. As well as giving you many great features, it also allows your customer service and support teams to connect with customers through the digital channels they prefer.
Best feature-rich customer portal software
While many feature-rich customer portal solutions exist, no solution is as packed with features, options, and tools as SuiteDash. It is the best customer portal with more than 200 different features.
Customer portal software with the best value for money
With pricing plans starting at $19 per month, no other solution can offer such excellent value as SuiteDash. Each pricing plan offers many features and guarantees great customer and user experiences.
Top-Rated Customer Portal Software
SuiteDash is also the highest-rated client portal software, with an overall rating of 4.8 on Capterra and G2.
The easiest customer portal software to set up, use, and integrate
Finally, SuiteDash takes the award as the easiest solution to configure, use, deploy and integrate. You don’t have to be a tech whiz to use SuiteDash, as the software is almost completely automated.
Are you still looking for the right customer portal software? Try SuiteDash and provide exceptional support to your customers.