• View and manage all Contact information and resources
• Add Contacts manually, by import, or via a form
• Keep Private or Shared Notes on every interaction with the Contact
• Quickly create and manage internal Tasks related to the Client
• Upload/Manage/Download all Client Files from their Dashboard
• Assign Clients to specific Salespersons so that they are private
• Assign each Client a “Client Coordinator” as their go-to point of contact
• Auto-add Contacts to a built-in Email Marketing Drip Campaign
• Auto-Assign permissions to Files/Docs/Pages using Client Circles
• Auto-Assign Contacts to a specific Coordinator (point of contact)
• Auto-Schedule your Calendar with Prospect/Client follow-ups
• Auto-Generate Projects using Project Generators & Task Templates
• You can enable the “Company First” option if you’re working primarily with Companies as your Clients
• If Company First mode is enabled, you can assign all Portal items, Projects, etc., to the Company directly
• Assign the “Primary Contact”, the person at the Company who receives all notifications and updates
• If that person leaves the company, you simply assign a new Primary Contact
• Circles give you the power to make assignments based on Circle affiliation
• Easily assign Circle(s) in the Add Contact form, or via a Kickoff Form
• Pre-create entire sets of Portal Pages, file repos, and assign via Circle
• Clients can be part of just one Circle, or overlap multiple Circles
• Simple drag &drop to add or remove Clients from a Circle

• Customisable client portal
• DIY Onboarding process
• Dashboard widgets
• Personalised menus
• Publish private pages
• Embed videos and image contents
• Create forms and surveys
• Auto-generate documents
• Group members accordingly and only show relevant information to selected clients
• Page assignments based on Circle
• Communicate with your members directly inside the portal
• Charge subscription fees or issue invoices
• Let client share or upload files
• Build a community

• Create landing pages or integrate your existing ones
• Auto-create deal on every lead capture
• Assign a corrdinator or salesperson to deals
• Create email sequences to convert leads as your paying clients
• Send SMS notifications or reminders
• Auto-send document, contract or invoice
• Auto-create events or tasks when deal moves to the next stage
• Send notifications or email templates

• Organise your deals pipeline based on your unique sales process
• Track clients journey
• Deal and task assignment
• Trigger automation per deal stage
• Send notifications, SMS or email comms
• Add/remove from Circles
• Auto-generate documents
• Create events
• Mark deals as won or lost
• Filter and Download report

• Let client book appointments based on your calendar availability
• Set multiple Appointment types for each staff
• Customise appointment confirmation notification
• Client or Staff can easily cancel Appointments if needed
• New Clients can create an Appointment while self-registering into the platform
• Any Events that are assigned to Clients will appear on the Calendar inside their own dashboard
• Sync calendar events to your Google Calendar to easily manage availabily
• See all Appointments, including if it’s Open, In Progress, or Completed

• Deliver large files with password protect 
• HUGE Files can be transferred at once, tested with files over 2GB
• Set file links or folder for public
• Set an expiration or download limit
• Upload, download or share files with ease
• Automatically set a pre-defined folder structure for a specific type of Client
• Use the portal to bypass size limitations associated with sending documents via email
• Easily send large files to non-techy clients or customers with an easy-to-use interface
• Set notifications whenever youyour clients or  share a folder
• Each Project has its own dedicated Sharing Folder, with a sub folder for each Task
• Auto-add or remove Clients to/from Shared Folders using Circles
• PDFs, images, and videos can be previewed directly in the browser
• Files can be downloaded from the Portal individually or as ZIP
• Easily upload new versions of a document or Client File with a log of versions
• 100% compliant

• Auto-populate with dynamic data
• Automatically generate a Document using Trigger/Action Automations
• Set a contract/agreement to trigger during onboarding via a Kickoff Form
• Trigger a variety of actions to happen once the Document is signed
• Have your clients eSign a Proposal or step of a FLOW

• Complete eSignature toolkit
• Build beautiful, dynamic contracts & agreements with our powerful Content Block Editor
• Create Templates with dynamic data placeholders for quick creation and automation
• Place “signer” placeholders with ease, which will populate as an interactive signature pad

• Create knowledgebase articles or tutorial pages assigned to specific users, clients, staff or circles
• Fully customisable to fit the unique needs of your organisation
• Each Client will have access to only the pages, information and files you designate for them
• Upload files and documents for Clients to view and download
• Create a complete “website-like” structure for your Clients

• Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions
• Email Campaigns can be created and sent at a particular date and time
• Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences.
• Build Email Marketing Campaigns in either our WYSIWYG Editor or our Advanced Code Editor
• Seamlessly carry over your existing Clients from CRM into Email Marketing, or import email addresses directly via CSV
• Schedule email blasts to be sent to clients at any time, all on your schedule
• Email Campaign Templates allow you to build an Email Campaign once, and then send it regularly with just a few edits
• Download additional Email Campaign Templates from our Template Library
• Build Audiences from your existing CRM, your internal users, as well as email addresses you collect outside of SuiteDash and import via CSV
• Easily add and remove addresses at any time, ensuring your Audiences always stay up to date with your latest potential leads and existing customers
• Autoresponders allow you to send automatic emails on a set schedule to any new email addresses that get added to a particular Audience
• Will automatically send to any new email addresses added to the Audiences, on the schedule you set
• Set them up one time, then sit back and let Autoresponders bring in business and automatic feedback from your Leads, Prospects, and Clients

• Send invoices & receiving payments directly in the Portal.
• Easily build and send out Estimates and Invoices to Clients, using ‘Items’, ‘Taxes’, and ‘Discounts’
• Clients can easily pay their Invoices right inside their portal using your choice of Payment Gateway
• You’ll be notified as soon as a Client makes payment, which will be automatically logged in the ‘Payments’ tab
• Optionally allow Clients to make partial payments on their assigned Invoices
• Engage your Clients with a clean and professionally-designed Proposal
• Your prospective Clients can view & sign online without being logged in
• Proposals can be converted directly into an Invoice for immediate payment
• Seamlessly guide your Client through a sequence starting with a Proposal, followed by an Invoice, Document, and Project
• Set up a Subscription Plan for your Clients, to automatically charge them on a recurring schedule
• Create initial Invoices with both a One-Time Payment and a Subscription Plan
• Set up a ‘Recurring Generator’ for Invoices to populate an Invoice for your Client on a regular schedule
• Assign Invoice Generators to one or multiple Clients, and the ability to pause/resume generation
• Allow your Client to securely store their payment information on file in the portal
• Data is stored by a PCI-compliant third-party payment processor and is protected
• Send a request to the Client to have them enter payment information themselves through a bank-level encryption process
• Your Client can authorize your company to make payments on their behalf
• Clients can update their stored payment information in their Billing Dashboard
• Each of your Clients have their own personal Billing Dashboard where they can see everything related to their billing
• At-a-glance summary of your Client’s current Subscriptions, outstanding Invoices, and current Estimates & Proposals
• Your Clients can easily add/remove stored payment information, or change the payment method for their current Subscriptions
• Clients can pay Invoices, approve Estimate sand Proposals right from the Dashboard

• Customize the Client Portal experience with your URL, Logo & Colors
• 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.
• Fully rebrand your SuiteDash environment to match your company’s styling
• Wow your potential Clients when they log in for the first time, with your fully-branded login page
• Use your own Company logo, color scheme, and background image on your own custom Login Page
• Ensure your Clients and internal users have exactly the experience you intend
• Paired with the Custom Login settings, your Clients and Staff will have no idea that you have built your powerful portal system on ProjectCRM+
• We provide FREE SSL for LIFE for the Custom Domain that you set up and link to your account, providing an extra layer of security
• Give your Clients the full of White Label experience (with Custom URL configured)
• Your Clients can install the app on their Apple or Android mobile device
• Your Clients can experience your Portal, and interact from anywhere using their mobile device
• The mobile experience for both your Clients and Team is as close to the desktop experience as possible
• The menu colors, text colors, buttons, and logo of the platform is customizable using the intuitive menu
• Using color pickers and an image uploader, you can fully customize the logged-in environment to match your company branding perfectly
• Several pre-made color schemes are included to get you started
• Custom CSS & Advanced Options are also available for customization for advanced users
• Branded Email Notifications
• Colors, images, and even the optional social media links and copyright text in the footer of email notifications are all customizable
• Make all of the automated emails that send out match your company’s branding, from the subject line, to the email body, to the footer, and beyond
• Use your own custom icon or text as the loading animation, or choose from a variety of presets
• Change the size, color, and choose an animation of your custom icon
• Adjust the background color and opacity, and even the end animation (fade, slide, grow, etc.)

• Create modules and build a library of courses to train staff and onboard clients. Upsell value.
• Wow your clients by offering them professional learning courses/classes
• Add multiple courses into a single Product package
• Create a training program for your new staff to follow during onboarding
• Design your courses, modules & lessons using an intuitive drag n’ drop framework
• Build courses using our powerful and intuitive Content Block Editor
• Structure course navigation as either “free” or “linear”
• Customize the colors of the LMS interface to match your brand
• Set which Staff Members are authorized to create courses
• Products/courses can be assigned to both clients and staff
• Add optional course material files for Participants to download
• Participants will see a clean, self-contained interface
• Easily keep track of completion during the course
• Grant access via Trigger/Action Automation during onboarding
• Use a Kickoff Form to have your clients choose their Products
• Products can be granted to users on the fly at any time
• Immediately grant or revoke access to a set of courses

Coming Soon:

• Build your own quizzes for learning assessments
• Change permissions in the platform based on quiz results
• Have clients pay to access your Products/courses
• Play a self-hosted video in your courses, and much more!

• Create kickoff forms, surveys, or standard forms. Embed into your website or within the CRM+ portal. Trigger automations per submission.
• Customize the Kickoff Form with your questions and custom data fields
• Easily create Custom Fields on the fly while customizing the Kickoff Form
• Customize the styling of the form via built-in settings and custom CSS so that it matches your website perfectly
• Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted

• Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
• Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
• Two types of Kanban are available, Status View and Assignee View
• Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished
• Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening.
• These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more
• When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
• Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
• Create a sequenced Task list for your Client to follow

• No-code automation to systematise your business process, create sequences and drip marketing campaigns
• Take control of your processes by defining the workflows and inviting your leads, prospects & clients into a journey of your own design.
• Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitte
• Automatically trigger a FLOW for a new Client to complete before access to the Portal
• Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
• Activate an Onboarding FLOW after self-registration or a bulk CRM import
• Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation
• Build automated workflows that put your guide your clients through onboarding
• Trigger a customizable Action sequence each time a client completes an onboarding step
• Powerful set of Actions can assign anything from a Circle to an Invoice
• Easily add Contacts to your Marketing Audiences & automatically move them to new Audiences based on triggers/actions

• Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
• Internal users can track time spent on particular Tasks or Projects, then  convert those completed Timers into billable hours
• Timers provide an easy and intuitive way to keep track of time spent on ‘on-the-go’ Tasks like Client conference calls and work lunches
• Set default Hourly Rates for each user, and optionally hide it if you don’t want them to know your billing amount for their work
• Easily convert Tasks from Projects directly into billable Items, and add them directly to Invoices
• Have full control and manage all Timers right from the widget, from anywhere in the platform
• Use a persistent on-screen widget that tracks in real time in both the widget and browser tab
• Click and drag the widget vertically to ensure nothing on the page is obscured
• Turn the widget on or off, and configure which Roles can see the widget in their account

• Onboard Clients on Autopilot
• Customize the Kickoff Form with your questions and custom data fields
• Easily create Custom Fields on the fly while customizing the Kickoff Form
• Use Choice Blocks for your clients to choose from different registration paths
• Auto-assign permissions and auto-trigger automations when the Kickoff Form is submitted
• Automatically trigger a FLOW for a new Client to complete before access to the Portal
• Have your Client eSign documents, fill out forms, upload files and more in an automated sequence
• Activate an Onboarding FLOW after self-registration or a bulk CRM import
• Layer the FLOW with triggered Actions, for the ultimate experience in onboarding automation

• Communicate seamlessly with Client and your Team in a secure & organized wa
• Your own private & secure messaging network directly inside your Portal.
• Send Secure Messages to a one or more Client(s) or Staff member(s).
• Recipients will only be able to see and respond to users they are permissioned to communicate with, so there is no risk of wires getting crossed
• Live Chat keeps your Team in collaborative sync
• Designate which members of your Staff/Team your Prospects/Clients are able to Message
• Limit your Prospects/Clients to only be able to Message their Coordinator (Point of Contact)
• Use Circles to set Messaging Permissions in bulk. 
• Canned Responses allow you to quickly answer common questions you receive in Secure Messages.
• You can create multiple Canned Responses, and easily choose the desired one when responding to /sending a message
• Set a specific Canned Response as ‘auto-add’, which will automatically fill that particular response into the message body.
• Organize all of your inbox messages, ensuring that you never lose track of a specific note or important piece of info
• Create and customize Private Message Folders to fit your needs, and move messages between Folders freely as needed
• Each user can create and manage their own set of Folders, allowing everyone to organize their Secure Messages to best fit their particular workflow

• Portal Pages are blank slate pages you customize with the content you choose. 
• You can set them to be permissioned for just Contacts, just Staff, or a combination of Roles or individual users. 
• You can build a Portal Page in one of two ways - using the classic Article Style Editor or our powerful Content Block Editor.
• Set the main Menu options to suit your needs. With Custom Menus, it's entirely up to you what Menu Items are visible to anyone on the platform. 
• You can rename, reorder, hide based on Role, and even create new Menu Items.
• Different businesses have different needs for organizing the elements of their work. Using Content Categories, you can label different types of Companies or Events with your Contacts, create a complex hierarchy of Task Priorities, classify categories of your CRM Deals, and so much more. These labels appear as color-coded "tags" for easy management.

• Email Marketing is an essential aspect of your business. You can create, manage, and schedule newsletters, nurture campaigns, or any type of email that is sent out to your Contacts right from within the platform.
• In order to send out your Emails...you'll need someone to send them to! Audiences are collections of names and emails for use in sending Email Campaigns. Build them from scratch, or import them from your CRM or a CSV file.
• You will then be able to set up Drip Sequences to send multiple emails to new Audience subscribers, or a predetermined schedule that you set.
• An Audience is a collection of names and emails that your Email Campaigns will be sent to. You can add these Contacts manually, import them from a CRM or CSV file, or you can have them added automatically either by automation functionality or self-subscription.

• Click into a specific Task to be automatically taken to that Task in the context of its assigned Project, letting you get a full view all from one starting point
• Filter the displayed Tasks by a multiple of attributes, including Status, Priority, Project, and Assigned User
• View Tasks from all Projects, arranged by due date and color coded by Priority
• Filter the Calendar by particular Task Due Date on a weekly or monthly window
• All filters allow for multiple items to be chosen allowing you to get exactly the view you need to inspect and manage your Projects, Tasks, and Teams
• Optimize your workflow with one of the most popular project management techniques
• Card-based system that helps you visualize status and progress, and spot potential problems
• Easily drag and drop cards to switch between columns, automatically updating its information to match
• Two types of Kanban are available, Status View and Assignee View
• Rich collaboration experience between you and your Client
• Show your Clients just what you want, and nothing you don’t
• Project Progress: Show your Clients what % of the Project is complete
• Use built-in automations to auto-generate Projects during your Client onboarding process

• A Canned Response is a predetermined message that can be included in the body of a message. This is useful when responding to frequently asked questions to provide a quick answer. You can also use a Canned Response to create a "signature" for your messages by automatically adding it to all outgoing messages.
• An optional feature of using Canned Responses is the ability to Auto-Reply. You can use this feature to notify the sender that you are on vacation, for example.
• If you have a Canned Response set to Auto-Add, it will already be populated when you create a new Message.
• If you have a Canned Response set to Auto-Reply, there is no action needed by you. Any time a user sends you a new Message that Canned Response will be sent to them automatically.

• Only Super Admins and Admins will have access to Secure API.
• The Secure API Documentation is designed to give you the tools needed to identify the necessary IDs and parameters needed to work with the unique Company & Contact Custom Field data that has been created inside your account. To accomplish this, you'll need to first authenticate your account on this page using the API credentials provided to you in Integrations > Secure API.
• Simply click the green "Authorize" button below and paste/authorize your Public ID and one of the Secret Keys you created inside your account. After you have successfully authorized, you will be able to extract a complete schema of Meta Attributes.
• There are limits to the number of monthly API calls your account can make. You will always be able to view your current usage statistics from inside your account via Integrations > Secure API

Native Integrations:

• WordPress Direct Login Plugin
• Zapier Integration
• Quickbooks Online Integration
• Google Calendar Integration
• Two Factor Authentication
• Twilio Integration for SMS Notifications
• Secure API
• reCAPTCHA & hCaptcha
• Google Meet Integration
• Stripe
• Paypal