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SuiteDash

Client Portal Software: Secure + White Label.

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SuiteDash is an all-in-one business management platform that combines CRM, project management, billing, client portals, scheduling, file exchange, e-signature, marketing, support tickets, community, and LMS in a single system. It is designed to consolidate multiple business tools into one pre-integrated platform, with white label branding so the interface can be customized to a company's own identity.

Key capabilities include deal stage pipelines, CRM Circles for segmenting clients, onboarding FLOWs, no-code trigger/action automations, project generators, time tracking, digital proposals, invoicing and subscription billing, appointment scheduling with calendar sync, encrypted file exchange, dynamic documents with e-signature, email and drip campaigns, support tickets, discussion forums, and course creation with participant progress tracking. Integrations include Google Calendar, Zapier, Stripe, and PayPal, with an API for custom connections.

SuiteDash is aimed at small to medium-sized businesses, agencies, and service providers that want to manage clients, teams, and operations from one system. It offers a free trial, unlimited staff and clients, a free mobile app, and optional add-ons such as Power-Ups, service subscriptions, and one-on-one onboarding.

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