Description
SuiteDash : All-in-One Business Software
Visit Website >> SuiteDash.com is the home of SuiteDash, an all-in-one SaaS tool for all of your Client Portal, CRM, Sales Funnel, Appointment Scheduling, Proposals, File Sharing, Project Management, Invoicing, eSigning, LMS, Email Marketing needs.
IMPORTANT :: What is the SuiteDash WordPress Plugin?
This plugin allows you to add a customized login functionality directly on your WordPress site, and have that login tied-in to your SuiteDash account. This allows you, your staff, and your clients to login to your SuiteDash environment directly from your site, without ever needing to visit the SuiteDash login page.
SuiteDash customers with a Custom URL set up are able to integrate their custom URLs with this plugin!
SuiteDash is in constant development, and is updated daily with new features and streamlining. It is also fully supported, and your suggestions are welcome.
See a full list of SuiteDash features at SuiteDash.com
Installation
This section describes how to install the SuiteDash WordPress plugin and get it working.
- Upload the newest version using ‘Add new’ Plugin (WordPress -> Plugins -> Add New), Upload via zip, Upload, and then Activate – OR – Unzip the files on your local machine and upload via FTP to the /plugins/ directory.. then activate from the plugins list.
FAQ
How do I get a SuiteDash account?
You can sign up for a risk-free 14-Day Free Trial of SuiteDash : No credit card required : Sign up HERE
Reviews
dazeroaweb
February 26, 2025
I’ve been using SuiteDash for a while now, and I have to say—it’s a game changer! If you’re looking for an all-in-one platform that simplifies business operations, this is it. It combines everything you need in one place, from CRM to invoicing, project management, and even marketing automation. No more juggling multiple tools!
What I Love About SuiteDash
? Everything in One Place – No need for different subscriptions. SuiteDash has it all! ? Easy Client Management – The CRM and client portals make handling relationships super smooth. ? Project Management Made Simple – Organizing tasks and tracking progress has never been easier. ? Professional Invoicing – Creating and sending invoices takes just a few clicks, and payments are seamless. ? Automation is a Lifesaver – From email follow-ups to task assignments, the automation tools save so much time. ? Fully Customizable – I love how I can brand it to match my business perfectly!Why You Should Try It
If you’re a freelancer, small business owner, or run an agency, SuiteDash will make your life easier. It’s affordable, user-friendly, and incredibly powerful. The ability to customize it to fit my brand makes it feel like a tool built just for me!
Honestly, I don’t know how I managed before discovering SuiteDash. If you’re on the fence, give it a shot—you won’t regret it! ?????
consciouslyhappy
February 10, 2025
All you need to run your business in one convenient place.It takes some time to get used to the platform and mastering all the tools it offers, but it’s a great CRM.And their support is solid.
fergestoriabravo
February 10, 2025
Highly recommended for any consultancy or small business seeking a reliable, all-in-one client portal solution!
We recently integrated SuiteDash into our public funding consultancy business, and it has transformed the way we manage our client relationships. The all-in-one client portal is extremely intuitive, allowing us to securely share documents, track project milestones, and communicate with our clients without missing a beat.
Key Highlights:
Streamlined Client Onboarding: SuiteDash’s automated workflows help us onboard new clients quickly, making the entire registration and document collection process smooth and efficient.
Centralized Communication: No more jumping between emails and multiple apps. Every conversation and file exchange with our clients can be found in one secure location.
Project & Task Management: We can easily assign tasks, set deadlines, and monitor progress. This has greatly improved our team’s efficiency and accountability.
Custom Branding: The ability to customize the portal to reflect our brand’s look and feel adds a professional touch that our clients appreciate.
Secure Client Collaboration: Storing and sharing sensitive data for funding applications is now worry-free thanks to SuiteDash’s robust security measures.
Overall, SuiteDash has been a game-changer for us. It has not only elevated our client experience but also significantly cut down on administrative tasks, allowing us to focus on what truly matters—helping our clients secure funding.
paulhmedia88
February 7, 2025
SuiteDash is a game-changer! This all-in-one platform has completely streamlined my business operations, from client management to invoicing and project collaboration. The automation features save me tons of time, and the client portal adds a professional touch. The value for the price is unbeatable, and their support team is always helpful. Highly recommend for any business looking to simplify and scale efficiently!
Best all in one client management tool! ??????????
makdbk
February 5, 2025
I have recently started using Suitedash for clients/staff onboarding and I am loving it so far. There are so many possibilities within the platform and now I am exploring the projects and marketing options. They have a great support system if are enrolled into the VIP support Power up. Overall the small community is very helpful specially when you can hop on to the free live sessions happening every now and then.
emeraldcityceo
February 3, 2025
We decided to use SuiteDash for our 2 businesses and to setup for our client who is the president of a community group. We like the setup of the system in that we can watch the easy to follow videos and go in to create the parts of the system we needed to import our paper intake form into the system and we can now collect client information virtually and keep it together.
It’s convenient to be able to break down the clients and customers into separate or sub portals so we can share information at various levels. This system is really all in one! I can’t think of what it’s missing yet and are very excited about its potential as we expand our business. Their support was also pretty quick in responding to our questions if we got stuck. The only thing left is to import a few contracts for digital signatures and setting up the payment systems soon. You should really use this SAAS for your business processing, operations and management – you won’t be sorry!!
Contributors & Developers
“Client Portal : SuiteDash Direct Login” is open source software. The following people have contributed to this plugin.
Contributors
Translate “Client Portal : SuiteDash Direct Login” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
Version 1.0.9
- Stable Starter version
Versions 1.1.0 to 1.2.5
- Small UI changes and compatibility with older versions of PHP
Version 1.2.6
- Small CSS changes
Version 1.3.0
- Fixed problem with some chars in email and password;
Version 1.6.1
- Fixed problem with add shortcode via Gutenberg shortcode widget;
Version 1.7.3
- Small style changes;
Version 1.7.5
- Security fixes;
Version 1.7.6
- Changed font-family to default
Version 1.8.0
- Security fixes;