Client’s unique data is dynamically merged into their assigned Custom Dashboard. Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal. Assign a custom Dashboard to each Client

Each Client will see their own data, status and/or files. Get a head start with pre-built Dashboard templates and Info Pages. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal.

Secure client portal for businesses & organizations. Client & Customer Portals where you can track progress, share files, collaborate on documents and manage projects with clients and team members.

2023年10月17日 · Build custom menus or link directly to Portal Pages using SuiteDash’s menu functionality. Leverage button blocks or hyperlinks from Dashboards to link deeper into Portal Pages. Set a Portal Page as the “Start Page” for a user or Circle, redirecting them upon login (instead of the default Dashboard). Use cases:

client-dashboard :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more

A client portal streamlines project management and documentation, making it easier for construction companies to track and manage project tasks and documents. It provides a central location for all project-related information, including schedules, budgets, and project documents.

Create your White Label Branded Client Portal, and give your clients a seamless experience that compliments your branding. Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.

White Label Client Portal Software fully branded to fit your Insurance Agency : Brokers can grant secure login access to your Agents and to your Clients : Create custom Dashboards to display product / policy details & descriptions to Clients.

Pricing :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more

Discover how SuiteDash’s Client Portal enhances efficiency for financial services, advisors, planners, and wealth management professionals by providing a secure, all-in-one solution for client management, communication, and project tracking.