SuiteDash Setup Service for Client Portals, Automations & Onboarding.

Now you can turn the mutiple apps your using to manage your business, into one, simple and affordable business system using SuiteDash. Our SuiteDash Set-up Service includes a done-for-you build with support for your system, so making the switch is easier than what you might imagine!

  • Authorized SuiteDash Partner

  • Over 16 Tools in 1 Organized Package

  • Instantly Save Money with Unlimited Users

  • Built Specifically For Your Business

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100% USA-Based Team
Web Software Support Pros
Woman-Owned
Christian Business
Authorized Partner
SuiteDash All-In-One Software
Web Policy Specialists
Experts in Data Privacy

USE CASE INFORMATION

Is SuiteDash the Right Fit for You?

SuiteDash is Built-to-Fit Your Business Software, not a Plug-and-Play Solution

With all of the functionality that SuiteDash provides, it can be an incredibly powerful solution for how you manage your day-to-day operations – but it may not always the best solution for every business. That said we’ve done some pretty incredible things within it’s capabilities, and it keeps getting better!

How to Know You’re Ready to Join the #SuiteFreedom Movement:

  • You’re looking to simplify your tools into one system that actually helps your business get organized and better protect your data and proprietary information.

  • You’re looking for a way to reduce monthly or yearly per-user license costs on software.

  • Your looking for a secure way to exchange information with clients and show them you respect their personal or professional information.

  • You already have a designated journey, workflow or process your business follows and are interested in automating the steps to improve efficiency and customer experience.

Industries Succeeding with SuiteDash

  • Digital Marketing Agency
  • Coaching / Consulting
  • Accounting / CPA
  • Bookkeeping / Tax Advisors
  • Lawyer’s
  • Financial Advisors
  • Insurance Companies
  • Non-Profit Organizations
  • Real Estate Brokers / Agents
  • Virtual Assistants
  • Gyms / Athletic Organizations
  • Fitness Consultants
  • Service Contractors
  • Educators
  • Musicians
  • Church Ministries
  • Membership Organizations
  • Meeting Coordinators
  • Health Care / Wellness Practitioners & Therapists
  • Content Creators
  • Manufacturing Companies

As Authorized SuiteDash Agency Partners, we understand first hand how the software works and use our business skills to help you adapt your business to use SuiteDash to go from a data liability nightmare and disconnected functionality to #SuiteFreedom!

BUDGET PLANNING

SuiteDash Pricing Guide

If You’re Using Another CRM – Immediately Save Money with Unlimited User Seats!

The Done-For You pricing options are estimates based on building out typically requested features within each of the SuiteDash membership programs. If you would prefer more detailed pricing for your specific needs please start with a Discovery Session.

SuiteDash Private LIVE Consult:   $150 / hour

Ideal Use Case:  Any SuiteDash user looking for an expert perspective for their SuiteDash System – for troubleshooting, strategic structure or design logic.  

This 1:1 private consult is conducted through Zoom to allow for secure screen sharing and can be recorded for training purposes. 

SuiteDash Build-With-You Program – Pick Your Pace (price)

Ideal Use Case:  Solo Entrepreneur  / Small Business / Non-Profit – DIY User

About:  This program follows a weekly or bi-weekly meeting schedule with assigned “homework” to be completed to complete the build.  The length of the program depends on  your business, what you may have done already, and the overall features and functionality you want to activate in your business.  It starts with a Mapping Session, and then a weekly schedule is identified.  (Typically meeting once/twice each week until the pre-determined goals are accomplished.) 

TIP:  Best to start with a Private Consult and if the Built-With-You program sounds like something you’d like to do, that conversation can be more specifically productive in identifying goals and timeline so that we can identify build schedule and budget.

Includes:

  • Weekly LIVE Coaching Calls
  • SuiteDash Build Map (a shared record you keep as record for your build)
  • Recorded Training Sessions
  • Training Documentation
  • Weekly instruction and assignments tracked through your Project Portal.

What to Expect:  After your purchase, you’ll be provided with a link to your Coaches schedule to pick a date/time to begin.  From there, you’ll be provided onboarding information where you’ll complete some information about your business so we can begin to prepare the materials you’ll need to get started.  At your first meeting, you’ll establish your account and begin outlining the

SuiteDash Starter Plan Buildout

Built-For-You System Starts at:  $3,700

  • Requires 25% Deposit to Reserve Production Time. 
  • Final Estimate will be determined after your Portal Mapping is complete.
  • Payment & Retainer Plans are available to help manage costs.

Ideal Use Case:  Solo Entrepreneur  / Small Business / Non-Profit
Features Apply to the START SuiteDash System License:  $19 per month (Unlimited User Seats & CRM Contacts)

Estimated Time to Build:  For those who have organized processes a good estimate is 3-6 weeks. Time may fluxuate based on your business needs (how much of the portal you’re launching right away) and how organized your processes already are.

Build With Us & Receive:

  • Your Business Workflow – SuiteDash Mapping & Build Record
  • Onboarding Dashboard for Clients
  • VIP Dashboard
  • Staff / Other User Dashboard
  • Custom Portal Graphics
  • Unlimited Company & Contact Records
  • Unlimited Staff/Team Accounts
  • Onboarding Kickoff Form (Embeddable on Website)
  • Branding Set-up (Invoicing, Emails, Portal Link & Login, and Mobile App)
  • Email Marketing Set-up (3rd Party Connectivity)
  • Appointment Type with Booking Form
  • Calendar Connectivity (Google / Microsoft)
  • Customize Email Notifications (In 15 Sections of SuiteDash)
  • Importing Support for Existing Contacts
  • Invoicing & Payment Set-up (Stripe / PayPal / Authorize.Net)
  • Time Tracking with Project Billing Focus
  • Secure Messaging, Live Chat & Pop-Up Notices
  • User Access Tracking
  • Secure File Storage & Sharing (100 GB Storage)
  • Team Project & Task Management (with Project Templates)
  • Document with eSign Setup
  • Custom Field Creation
  • Internal Portal Pages (to Support Onboarding)
  • Landing Page with QR Codes
  • Translation Friendly
  • Team Training Resources

SuiteDash Thrive Plan Buildout

Built-for-You System Starts at:  $4,500

  • Requires 25% Deposit to Reserve Production Time. 
  • Payment & Retainer Plans are available to help manage costs.

Ideal Use Case:  Solo Entrepreneur  / Small – to – Mid-Size Business /  Non-Profit
Features Apply to the THRIVE SuiteDash System License: $49 per month  (Unlimited User Seats & CRM Contacts)

Estimated Time to Build:  5-7 weeks

Build With Us & Receive:  (Bolded items are unique to the Thrive License)

  • Guided SuiteDash Mapping & Build Record – Your Business Record
  • Custom Portal Graphics
  • Custom Branding Set-up (Invoicing, Emails, Portal Login, and Mobile App)
  • Unlimited Company & Contact Records
  • Unlimited Staff/Team Accounts
  • Unlimited Custom Dashboards – Customers / VIP / Sales / Support Team, etc.
  • Unlimited Custom Fields
  • Sales Pipeline / Deal Management Dashboard
  • Embeddable Forms – (Kickoff, Booking, Checkout, General, Subscriber)
  • Email Marketing Set-up (3rd Party Connectivity)
  • Appointment Types – (with Custom Sharable Booking Page)
  • Calendar Connectivity (Google / Microsoft)
  • Customize Email Templates (in 15 sections of SuiteDash)
  • Importing Support for Existing Contacts
  • Invoicing, Estimate & Payment Set-up
  • Document Template Setup
  • Proposal Template Setup
  • Internal Portal Pages (to support Onboarding)
  • Landing Page with QR Codes
  • Advanced Custom Menu
  • Auto Responder / Drip Campaign Setup
  • Translation Friendly

SuiteDash Pinnacle Plan Buildout

Built-for-You System Starts at:  $7,000

  • Requires 25% Deposit to Reserve Production Time. 
  • Payment & Retainer Plans are available to help manage costs.

Ideal Use Case:  Solo Entrepreneur  / Small – to – Mid-Size Business /  Non-Profit
Features Apply to the PINNACLE SuiteDash System License:  $99 per month  (Unlimited User Seats & CRM Contacts)

Estimated Time to Build:  8-weeks – 1 year, depending on the size of your business and if a “phased” build is needed to account for busienss to organize your internal systems or to allow for a budgeted build.

Package Includes:

  • Your Business Workflow – SuiteDash Mapping
  • Onboarding Dashboard for Clients
  • VIP Onboard Dashboard
  • Staff / Other User Dashboard
  • Sales Pipeline / Deal Management Dashboard
  • Custom Portal Graphics
  • Onboarding Kickoff Form (embeddable on website)
  • Branding Set-up (Invoicing, Emails, Portal Login, and Mobile App)
  • Email Marketing Set-up (3rd Party Connectivity)
  • Appointment Type with Booking Form
  • Calendar Connectivity (Google / Microsoft)
  • Customize Email Templates (in 15 sections of SuiteDash)
  • Importing Support for Existing Contacts
  • Invoicing, Estimate & Payment Set-up
  • Document Template Setup
  • Proposal Template Setup
  • Custom Field Creation
  • Internal Portal Pages (to support Onboarding)
  • Custom Menu
  • Auto Responder / Drip Campaign Setup
  • Folder Generator Setup
  • Task Dependencies
  • Automations
  • Support Tickets
  • LMS Set-up

Powerful Upgrades to Consider

Each of these items apply additional features to your SuiteDash membership. They can apply to Start, Thrive, or Pinnacle plans. For feature details and pricing see the SuiteDash site.

COMMUNITY Power-Up

  • Like your own private Facebook Page
  • UNLIMITED Members
  • UNLIMITED Spaces
  • UNLIMITED Posts
  • UNLIMITED Polls
  • UNLIMITED Announcements
  • LIVE Community Chat & Messaging
  • LMS Course Communities

$15 / Month

PLUS Power-Up

  • Secure Credit Card Vaulting
  • Email Cannons
  • Form Cannons
  • 1000 GB extra file storage
  • Two-Factor Authentication

$40 / Month

PRIME Power-Up

  • Sales Funnel Builder
  • PDF Document Signing & Templates
  • Embeddable “Remote” Chat

$40 / Month

WORLDS Power-Up

  • Advanced CRM Filtering
  • Granular Asset & Permission Control
  • Third-Party / Freelancer Collaboration
  • Department / Team Segmentation
  • Multi-Office / Multi-Region Setup
  • Cleaner, More Efficient Workflows

$40 / Month

All pricing is subject to change without notice.

Common DIY Challenges

Top Reasons Clients Benefit From Agency Partner Support

  • It can be overwhelming to fit your business into SuiteDash without understanding how everything works together – we can help.

  • For some, the learning curve was deeper than expected.  We already spent years learning the program and keep up with development activities, so we can better advise you of abilities both now and soon to come.

  • You need to expedite the build.  Because we know the system, the planning and development process is much faster than you trying to figure it out yourself.

  • Automations can be tricky and may require work arounds.  Our Pro’s have experience understanding the varied options you might be able to take to accomplish a process, and if needed – have easy access to the Developers who can guide us.

  • Your team requires more visual project management, and you’re not sure how to get there.  There are several different ways we’ve helped businesses establish project management and we can share our experience to help you identify options to consider.

  • You need a dashboard that better displays sales and customer management. Designing dashboards in a way that is useful can get complicated because of the options available.  We can help you develop a structure that make worklife easier.

HOW WE WORK

Support That Turns SuiteDash into a Business System that Guides Your Team

Build a System.  Secure Data.  Stay Organized.  Get Work Done. 

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Plan Workflow

We translate your process from lead generation through onboarding, delivery, and follow-up to provide a automated system that helps your business run efficently.

Red Life Preserver with a blue number 2 in the middle

Build Portal

Following the plan we establish all the necessary pieces within SuiteDash around your brand to make the portal a central working space for your team and your customers.

Red Life Preserver with a blue number 3 in the middle

Review & Training

We review the system with you to ensure accuracy and provide training support to easily acclimate your team how to manage daily activies.

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Launch & Support

We  can help you intergrate your portal access through your website to activate client access and are ready to offer ongoing support as your needs may change.

FREQUENTLY ASKED QUESTIONS

Top Questions We Receive About Our SuiteDash Support

Yes!  SuiteDash is a great tool for helping provide limited access to information, plus you can track user access so you know who is participating in your program and who is lagging behind.

No.  WORLDS is more of a additional filter that can only be used in one portal at a time.  It’s great for a bigger company who has multiple locations and needs to share documents – like a Real Estate Brokerage, or Franchise company – where everyone in the worlds is operating under the same brand.  It helps you isolate people in different offices, so they don’t have to filter through as much detail.

SuiteDash follows very high standards for data security.  You can review their security protocols here:  https://suitedash.com/security-overview/

Yes!  SuiteDash is HIPAA Compliant. We have built out this platform for medical professionals and therapists who have found it to be a very practical tool for their business allowing them to keep private records and easily share documents with patients if needed.  For more information on the HIPAA Compliance protocols, you can visit the documentation on SuiteDash here: https://suitedash.com/hipaa-compliance/

Yes.  There is an AI component available through the system that integrates with the Block and WYSIWYG Editor allowing you to improve text and images.  This can be used in Proposals (Thrive/Pinnacle only), Documents, Marketing Emails, Dashboards, Portal Pages, Landing Pages and more.  You can use it to improve, simplify, or fix errors in text.  You can make it shorter, more detailed, or ask AI to complete sentence, change the tone or translate your message.

As with anything, it’s best to start with a plan. While SuiteDash has many capabilities, it is important to identify the flow of activities to ensure that the process you need to happen flows smoothly.  Our Maps not only identify that flow, and the steps included, but it also acts as a record for development so that if something in your process changes, we can review the process as it was designed in SuiteDash, and make adjustments more cleanly and completely.

Yes.  We have coordinated with clients who are local, nationwide and even international. In those cases, it’s a given that our meetings are typically virtual, but in today’s world – it’s normally not a challenge.

As an Agency Partner, anyone that works with us, gets us as a first-line of support. You can schedule a 1:1 session, or join one of our LIVE sessions offered to our clients for support.  Additionally, you always have access to the SuiteDash Support Team.

Yes.  For the companies we work with to build out their systems, we can provide training to help get your team on track.  We have created Video resources, step-by-step written instructions with illustrations and even hosted Training Workshops. Whatever works best for your team, we’ll be happy to coordinate.

WHAT OUR CLIENTS SAY

Clients Trust Us Because We Deliver Solutions

We help businesses create clearer messaging, stronger customer journeys, more efficient systems, and better business outcomes.

Seamless & Reassuring

“Working with Julia and her team was truly a pleasure from start to finish. Jullia’s deep knowledge of SuiteDash, combined with her patience, responsiveness, and genuine care, made the entire experience seamless and reassuring, and the portal has had a very positive impact on our daily operations. We felt fully supported every step of the way and truly valued the partnership—we would happily work them again and recommend them to others without hesitation.”

N. Messiah
Director-Innovation/Development
Heffernan Insurance Brokers

Meaningful Impact

“Working with this team has made a meaningful impact on how we operate day to day at FLOAT STL. Our systems are cleaner, more efficient, and far more aligned, which has allowed us to focus more on the guest experience instead of managing the backend. Having one team providing both technical execution and strategic marketing support has been a major advantage, and the level of clarity, responsiveness, and follow-through stands out from any previous experience we’ve had.”

K. McCulloch
Founder
FLOAT STL

Closed the Gaps

“I cannot say enough about the GSG Web Team! We had been searching for a mobile solution for many years, but the cost was more than we could do with our budget.  Julia told me about SuiteDash and showed me the capabilities that worked perfectly for our organization and the use we needed.  They helped implement a custom CRM for us that streamlines our membership and event checkin process, cutting down on an immense amount of paperwork! Their team is extremely professional, very good at giving options and pointing out gaps in processes! I highly recommend Julia and her team!”

R. Bruggeman
President
USAMMAKIF

Need a Software Tour Before Deciding?

Schedule a Discovery Meeting with our Digital Strategist who can show you some examples of how the software works, and address any questions you might have for your specific business needs.  We can also set-up a 30-day free trial for you to explore.  Book now or submit a request through our Contact Form.