SuiteDash provides integrates many features that you need to generate leads, boost sales, get paid, and communicate with your team and your clients. CRM tracking funnel tool lets track every lead, prospect, and client in the sales funnel, and schedule them for follow up emails or phone calls with just a few clicks.
Project management module helps you view the workload for all of your projects and centrally manage tasks and team members. An integrated calendar enables you to view and edit tasks assigned to various team members, or even create new tasks right within the calendar. The Proofing and Approval tool helps you get immediate feedback from your clients regarding specific tasks and items within a project, through intuitive statuses and comments.
SuiteDash time tracking software allow team members as well as easily track time spent on a particular project or task, and add it as a billable item on a client’s invoice. The invoicing software helps you to easily build estimates and invoices, and send them to your clients, one at a time or on recurring basis. Email marketing capability drives email campaigns by enabling you to send scheduled emails to your leads and customers in batches, or reach out to them automatically with custom auto-responders.
SuiteDash allows you to communicate seamlessly and in real time, with teammates, staff members, clients, and other users privately and securely, or in group messages that you control. It also features an integrated live chat that lets you communicate internally with your staff.
Advanced 3D file sharing capability lets you upload a file of any type or size, and easily assign those files to various clients and internal staff users in your SuiteDash. You are also able to keep track of your files easily by organizing them in custom folders and categories, as well as control access to who can view, edit, or delete the files.
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