Business Management System
SuiteDash
Consolidate all your business processes into one simple, all-in-one business management portal. From your customer relationships to file sharing, invoicing, and project management, this All-in-One Business Software empowers collaboration with your team and automates client interaction.
Avoid Multiple Systems Nightmares
Integrate all that you need in one convenient software solution. This solution is perfect for contract management, invoicing, billing, customer relationship management (CRM), marketing campaigns, portal pages, and learning management systems (LMS).
Employee and Client Support
Give your employees ongoing support with collaboration tools, access to their essential business materials, and all they need to manage your valued customers at their fingertips.
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Benefits of an All-in-One Portal
Client Intake Funnels
Marketing Campaigns
Customer Relationship Management (CRM)
Email & Drip Marketing
Custom Embeddable Forms
Proposals, Estimates & Invoicing
Contracts & eSigning
Time Tracking & Billing
Projects and Tasks
And So Much More!
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How the Customization Process Works
Learn About Your Business
We learn about your business, uniqueness, core workflows, and goals in moving your business forward.
Mapping Core Workflows
We capture all of the steps in your workflow process. Sometimes, we help identify what doesn’t work and what does to improve your overall operations.
Automated Solutions
Next, we build-out your primary workflows to automate your business to help you grow.
Common SuiteDash Automation
- Initial Core System Setup and Whitelabel Package
- Contacts, Companies and CRM
- Email Marketing and Drip Campaigns
- Subscriptions, Proposals, Contracts and Invoices
- Managing Projects and Tasks
Your Custom SuiteDash
After completion of the build-out, we will provide your staff with training. We also provide you with documented workflows in your Operation Guide.
System Training
We provide ongoing support to answer relevant buildout SuiteDash questions under your regular maintenance subscription account.
System Modifications
Our ongoing support includes modifications to refine a process and leverage new features. Our after-buildout monthly plans help you continue running and scaling your business with your new system.
For Individuals
As a freelancer, we help build out your SuiteDash system to include the primary processes needed to automate your services for your customers. You are not limited to the number of customers accessing your portal.
For Teams
Collaboration between your staff and teams couldn’t be easier. Internal direct messaging and chat capabilities support your employees’ efforts to successfully and skillfully manage your valued customers.
For Clients
Your clients will love working with you. Simple communication, project collaboration, and easy bill-paying options make your all-in-one solution a win-win for you and your customers.
Let's Talk
You are scheduling your initial (no obligation or cost) discovery conversation with us via video conferencing. With a cup of coffee (or tea, if you prefer), share with us what you are experiencing, your goals and needs, and how you would like to proceed.
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Why Work with Us?
Process Documentation
Business Processes
Expending time to document your processes is a time-consuming task. Often details are left off and forgotten. Other times, process documentation can uncover areas of needed improvement. We carefully and diligently interview, capture, and document your business processes for you.
Instructional Training Design
Training and Development
Designing training for adult learners can mean differentiating successful outcomes from poor ones. Whether you intend to onboard new hires or develop talent, we can assist with guidance, resources, and deliverables to make your training successful.
Content and Media Creation
Training and Development
Graphics, infographics, images, photos, and videos are all components of an engaging training session. Our creative team utilizes their skills and talents to create educational support to enhance training materials.
Employee Handbook
Your customized legal employee handbooks protect your practice that answer what it is like to work at your business. We keep them compliant when laws change.
Organizational Management
Organizational governance and management tools of policies and standards set the stage for what rules and procedures are needed.
Business SOPs and Guides
Operational manuals communicate how to complete certain standard jobs and procedures. We help you break them down into easy-to-follow actionable tasks.
