What level of customization is available for branding the client portal?
SuiteDash offers extreme white-label capabilities, allowing full control over branding, including customizable tools, interfaces, and the ability to use custom CSS to match your brand perfectly. You can also customize menus and labels.
Can SuiteDash handle recurring payments and subscriptions?
Yes, SuiteDash includes integrated tools to simplify the management of recurring payments and one-time charges, automate invoicing, monitor transactions, and ensure timely payments. It also supports requiring payment for portal access, including recurring subscriptions.
How does SuiteDash assist with client onboarding?
SuiteDash provides comprehensive onboarding options, including automated workflows, customizable kickoff forms, FLOWs (automated sequences for tasks like eSigning documents, filling forms, and scheduling appointments), and the ability to auto-assign permissions and trigger specific automations.
Are there limits to the number of clients or staff I can have?
No, SuiteDash includes UNLIMITED Staff and UNLIMITED Clients with every account, allowing businesses to scale without additional user-based costs.
What are CRM Circles and how do they work?
CRM Circles are a feature that allows for the automation, standardization, and customization of each client's experience. Clients can be assigned to one or multiple circles, which then dictate access to specific portal pages, file repositories, and trigger automations, ensuring a tailored experience for different client segments.
Does SuiteDash support multiple languages for the client portal?
Yes, the client portal is translation-enabled. Users can customize labels and menus using the Translations feature or choose from over a dozen community-sourced translation sets, including Spanish and French.