SuiteDash

SuiteDash is a cloud platform that combines client portal software with the other tools a small business needs. It aims to replace a pile of separate applications with a single login, and it lets companies present the system under their own brand.

What SuiteDash offers

• CRM and client management — records and custom fields for clients and leads.
• Secure client portal — a branded space for sharing files and folders.
• Project and task management — plans and tracks work with staff and clients.
• Invoicing and billing — includes time tracking and billing tools.
• Marketing and onboarding — email and drip campaigns, plus funnels and kickoff forms that automate onboarding.
• Calendar and team chat — built into the same platform.

Who it works with

Small to medium-sized businesses, including agencies and bookkeeping firms, with resale and partner programmes available.

Key facts

• Branding: full white-label option.
• Mobile: an app comes with every account.
• Learning: help documents, an academy and a weekly question-and-answer webinar.