Client Portal : SuiteDash Direct Login

描述

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

安裝

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.

常見問題

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

評價

2025年1月21日
What an exceptional all-in-one business management platform that streamlines operations with ease. Its robust features, including customizable client portals, CRM workflow automation, and project management tools, make it ideal for businesses of any size. The platform’s white-labeling capabilities that allowed my businesses to maintain a professional brand image, is a killer feature. It stands out for its versatility and value, empowering businesses to centralize their processes and enhance client experiences in an amazing way. Big Up to Mike and his team !!!!
2025年1月21日
I am exploring SuiteDash due to its excellent white labeling features, and from there, I dug deeper and understood that SuiteDash can streamline many of our daily operations. I fell in love with SuiteDash’s excellent rich features, which cover many business aspects, for instance, automated CRM, client portal, digital marketing, contract and e-signature, project and task management, learning management (LMS), file exchange, secure messaging, and more. The best part is that all the features are linked to each other, whereby we only need to learn one platform and enjoy all the advanced features. The learning curve is steep due to the complex combination of advanced features. Still, it is worthwhile for us to learn about it, as we can enjoy the streamlined system features once we become familiar with and get used to the SuiteDash system. There are plenty of learning resources in the SuiteDash system like “Lifesaver,” SuiteDash Academy, YouTube Channels, etc., which is super helpful, and we can learn a lot about SuiteDash from these resources. The extreme white labeling features of SuiteDash are allowing us to brand our domain and make it look professional to the customer. Client portals and file exchanges are secure platform features that make our clients feel we are experienced and that they are our premium customers, as every client’s personalized portal and file transfer is super secure. The more we explore SuiteDash, the more the fantastic features attract us, and it makes us feel like YES; this is the right platform for us to stay, build, streamline, and automate our business process. Thank you to the SuiteDash!
2025年1月21日
Suitedash has emerged as our go-to solution for all our Customer Relationship Management (CRM) needs, and for good reason. This all-in-one platform offers a comprehensive suite of features that streamline our processes and enhance our interactions with clients. From managing contacts to tracking sales leads. One of the standout features of Suitedash is its ability to integrate various tools under one roof, allowing us to manage projects, communicate with clients, and automate workflows seamlessly. The customiszable dashboards enable us to tailor the experience to our specific requirements, ensuring that we can focus on what matters most—building strong relationships with our clients. Moreover, Suitedash also offers robust reporting and analytics capabilities, giving us valuable insights into our performance and client engagement. This data-driven approach helps us make informed decisions and continuously improve our strategies. In addition to its functionality, Suitedash is known for its excellent customer support and active user community. Whenever we encounter challenges or have questions, we can rely on the resources available to us, ensuring that we can leverage the platform to its fullest potential. BUT, Suitedash is not just a CRM tool; Suitedash has become the only tool we need for managing our business operations, streamlining processes and enhancing efficiency across the board. This all-in-one platform integrates various functionalities that allow us to handle everything from project management to client communication in a one stop shop. With Suitedash, we can easily track tasks, set deadlines, and assign responsibilities, now every team member is on the same page. Suitedash offers billing and invoicing features, making it easy to manage our finances and ensure payments are on time. The customisable dashboards provide us with real-time insights into our performance metrics, helping us make informed decisions and adjust our strategies accordingly. The collaboration tools within Suitedash make it easy for our team members to communicate, no matter where they are! With handy features like file sharing, internal messaging, and discussion boards, we can all work together in harmony, nurturing a strong team spirit. Overall, Suitedash isn’t just a software tool; it’s the best priced solution, that really supports our business growth by boosting productivity, improving our workflow, and encouraging collaboration. It has genuinely transformed the way we work, allowing us to focus on what we do best.
2025年1月21日
SuiteDash has truly transformed the way I manage my business! The platform is packed with an impressive array of features that can be tailored to countless use cases, making it an invaluable tool for any business owner. Whether you’re looking to streamline your operations, enhance communication with clients, or take your project management to the next level, SuiteDash has it all. I also want to highlight the phenomenal support team. They are extremely proactive and have consistently answered all of my questions within just 2 business days. It’s refreshing to know that there is a dedicated team behind this robust software, ready to assist whenever I need help. While it’s true that SuiteDash has a bit of a learning curve due to its extensive features, the company offers a wonderful array of resources. Their help center is comprehensive, and the instructional videos are super helpful in getting you up to speed quickly. With these tools at your disposal, you’ll be able to master SuiteDash and unlock its full potential. Overall, I highly recommend SuiteDash for anyone looking to enhance their business operations. It’s an all-in-one solution that is only getting better!
2025年1月21日
SuiteDash has truly transformed the way we run our business. Beyond its outstanding project management features, the CRM capabilities have been a game-changer for us. We can easily track leads, manage client interactions, and follow up on deals—all in one central, highly organized location. This streamlined approach has not only eliminated the hassle of juggling multiple platforms, but has also given us greater visibility into our entire sales process. On top of that, the platform’s robust access controls let us securely share specific data with the right people while keeping sensitive information under wraps. The integrated LMS is another standout feature, making it effortless to onboard new hires, train our team, and keep everyone aligned on best practices. It’s true that getting familiar with SuiteDash’s terminology (“audiences,” “lists,” “streams,” etc.) can take a little time, but that initial learning curve is well worth it given the platform’s power and flexibility. All in all, SuiteDash has become the backbone of our operations, driving efficiency and productivity across the board. Five stars, without a doubt!
2025年1月21日
I have been using Suitedash for a while now, and I must say, it’s one of the most flexible CRM solutions I’ve encountered. The level of customization it offers is unparalleled. It allows for unique CSS adjustments, catering to a wide range of business uses. For instance, I was able to create a car finance calculator and a vehicle depreciation calculator for my staff, which was a game-changer. Pros: Highly Customizable: The ability to tailor the platform with custom CSS to fit various business scenarios is a standout feature. It means that Suitedash can evolve with your business, serving a multitude of purposes beyond basic CRM functionalities. Developer Support: The development team behind Suitedash is commendable. They are consistently rolling out updates and bug fixes, demonstrating a commitment to improving the platform. It’s evident they value user feedback, and this ongoing dialogue between users and developers fosters a sense of community and ensures the software is moving in the right direction. However, no software is without its flaws. I’ve encountered a couple of inconveniences, but none that overshadow its benefits. Cons: Document Handling: When generating invoices and documents, the output can be somewhat unwieldy, often stretching across several pages. This isn’t ideal for those who prefer more compact documentation. Data Management: Another minor gripe is with the project generator. It doesn’t allow for the seamless transfer of data when issuing new invoices or documents based on existing project information. This lack of fluid data transition between tasks can be a bit frustrating. Overall Experience: Despite these minor setbacks, my overall experience with Suitedash has been overwhelmingly positive. It’s a robust, all-in-one CRM platform that genuinely seeks to cater to its users’ varied needs. The team’s dedication to incorporating user feedback and continually refining the software is commendable. In a market flooded with one-size-fits-all solutions, Suitedash stands out for its willingness to adapt and evolve. For anyone in need of a customizable CRM that grows with your business, Suitedash is, without doubt, a top recommendation. Its pros far outweigh the cons, and with a team that’s genuinely invested in their product’s development, you can be assured of its reliability and continual improvement.
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貢獻者及開發者

“Client Portal : SuiteDash Direct Login” 是一個開源的軟體。以下的人對這個外掛作出了貢獻。

貢獻者

修改日誌

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;