Your Leads On Autopilot
CRM System
Manage Your Business Like A Pro And Take Charge Of Your Business Through Customer Relation Management Systems, Onboarding Flows, Deals, Pipelines, and More!
Replaces…
Embed Kickoff Forms on your website
STANDALONE OR EMBEDDABLE FORMS HELP YOU STREAMLINE AND STANDARDIZE ONBOARDING. EFFORTLESSLY CREATE CUSTOM FIELDS ON THE FLY AND LET CLIENT CHOICES DICTATE THEIR JOURNEY, ALL WHILE AUTO-ASSIGNING PERMISSIONS AND TRIGGERING AUTOMATIONS.
Comprehensive CRM System for Streamlined Business Growth
STREAMLINE YOUR ONBOARDING WITH FLOWS. AUTOMATICALLY TRIGGER A CUSTOMIZED FLOW FOR NEW OR EXISTING CLIENTS, ALLOWING THEM TO ESIGN DOCUMENTS, FILL OUT FORMS, SET APPOINTMENTS AND UPLOAD FILES IN A SEAMLESS, AUTOMATED SEQUENCE. CUSTOMIZE EACH STEP WITH YOUR BRANDING AND UNIQUE AUTOMATIONS FOR A TRULY DYNAMIC ONBOARDING EXPERIENCE.
Track key metrics during a sales process through stages
There are four different view styles to choose from to monitor the pipeline from all angles
Drag & drop Deal cards to different stages in a Kanban-style interface
Keep your sales team organized and focused as you track opportunities
Forecast revenue and business growth and receive insight to drive new initiatives
Consolidate Your Processes & Save BIG!
Automated CRM
Centralized Information and Communication. Simplify client and staff management while staying organized and saving valuable time so you can focus on growth and service!
Easy Onboarding
Welcome new clients and Staff with clarity and professionalism through onboarding workflows. Create a consistent experience that ensures every client is valued and prepared from the first interaction!
Client Portal
Provide Clients and Staff with a secure, self-service portal. Perfect for file sharing, progress updates, and communication. Build trust and strengthen client relationships across your offerings.
Digital Marketing
Streamline your digital marketing efforts. Ensure no opportunities are missed, and maximize the return on your marketing campaigns with target audiences and automated follow-ups.
Automated Billing
Automate billing processes, manage subscriptions, and streamline invoicing, all while reducing payment delays and ensuring accurate records.
Project Management
Organize tasks, assign responsibilities, and track progress across multiple projects. Eliminate confusion with tools designed to ensure every project runs smoothly from start to finish, no more missed deadlines.
Checklists get things DONE!
MANAGE ONBOARDING, OFFBOARDING, AND PROCESS GUIDANCE WITH SUITEDASH’S FLEXIBLE CHECKLISTS. CUSTOMIZE EACH ITEM WITH AUTOMATION TRIGGERS TAILORED TO YOUR BUSINESS NEEDS, ENSURING A PROFESSIONAL, SMOOTH AND SYSTEMATIC PROCESS THAT LOOKS GREAT!
Automate with CRM Circles
HARNESS THE POWER OF CRM CIRCLES TO AUTOMATE AND STANDARDIZE AND CUSTOMIZE EACH CLIENT’S EXPERIENCE. ASSIGN CIRCLES VIA THE ADD CONTACT FORM, FORMS, OR API.
Managing client data is one of the most important things your business can do. In today’s digital landscape, using software that is easy to operate and can safely guard your client’s data is a must.
With Growth Engine, you can safely and securely process client data and approve and manage credit card processing behind secured paywalls—no more stress on losing personal data.
Dynamic Automations + Logic Engine
STOP DOING EVERYTHING MANUALLY AND HARNESS THE POWER OF AUTOMATION! OUR DYNAMIC AUTOMATIONS AND LOGIC ENGINE ALLOW YOU TO BUILD AUTOMATED WORKFLOWS THAT GUIDE YOUR CLIENTS AND STAFF THROUGH ONBOARDING, ENSURING A SEAMLESS AND PREDICTABLE ONBOARDING RESULT.
Your Marketing Engine
Ditch Mailchimp, Constant Contact, and other email marketing platforms. With your dedicated IP address, you can see higher email deliverability and better tracking results across different metrics. With Growth Engine, sending an automated email is easy!
Your Project Manager
Manage and automate tasks. Do you have projects that require the same mundane tasks every single time? Automate your projects so that tasks auto-populate when a new one is created. No more missing tasks or deadlines; your project manager has arrived.
“Growth Engine Helped us save over $400 a month in software charges alone. Freeing up that much capital has allowed us to keep scaling!”
Bee More Media
“Outstanding company to work with. They will do it all or teach you. I would recommend Steven and his team to anyone.”
Divergent Deck Builders
“Very Professional And Knowledgeable. Take the time to educate me on what they offer and explain everything. Really helped bring my business to the next level!”
Phantom Arcades
Ready To Scale Your Business?
Enjoy your business again without the frustrations of multiple logins, learning new software, and juggling different software for different jobs. Let Our Growth Engine manage the software while you focus on growing your business. With our free 14-day trial, you can automate and start growing your business your way! There are no hidden fees and no extra charges for multiple users. One low price monthly so you can scale!
16 Different Softwares In One Login
No more hassle with multiple logins. It’s time to put your business in easy mode and scale it the way you always dreamed of. One login guarantees you access to numerous different software. So you can learn one platform and scale with confidence.
Automated CRM
Centralized Information and Communication. Simplify client and staff management while staying organized and saving valuable time so you can focus on growth and service!
Easy Onboarding
Welcome new clients and Staff with clarity and professionalism through onboarding workflows. Create a consistent experience that ensures every client is valued and prepared from the first interaction!
Client Portal
Provide Clients and Staff with a secure, self-service portal. Perfect for file sharing, progress updates, and communication. Build trust and strengthen client relationships across your offerings.
Digital Marketing
Streamline your digital marketing efforts. Ensure no opportunities are missed, and maximize the return on your marketing campaigns with target audiences and automated follow-ups.
Automated Billing
Automate billing processes, manage subscriptions, and streamline invoicing, all while reducing payment delays and ensuring accurate records.
Project Management
Organize tasks, assign responsibilities, and track progress across multiple projects. Eliminate confusion with tools designed to ensure every project runs smoothly from start to finish, no more missed deadlines.
Automated LMS
Create and Deliver Custom Training Programs or courses to engage clients and teams. Provide Certifications, build expertise, and deliver consistent learning experiences.
Support Tickets
Enhance Client satisfaction by resolving issues using a ticketing system that tracks, prioritizes and organizes. Keep clients happy and reduce customer support.
Interactive Community
Build a community where clients and team can interact, engage in meaningful discussions, and provide support all tailored to your brand and audience.
Secure Messaging
Communicate securely with the fully encrypted messaging system. Ensure confidentiality, reduce email clutter, and streamline communications.
Contracts & E Signature
Transform the Digital signing process with digital signatures. Create, send, and manage contracts securely while remaining compliance and reducing paperwork.
File Exchange
Streamline and encrypt files shared between you and clients. Avoid email clutter and ensure all documents are organized and easily accessible.
Appointment Scheduling
Effortless booking while eliminating scheduling conflicts. Automate calendar syncing across multiple devices and reduce administrative overhead.
Digital Proposals
Create Dynamic, interactive proposals tailored to you and your client’s needs. Simplify the approval process and improve the chances of closing deals.
Payments + Subscriptions
Automate invoicing and payments and give you predictable cash flow, freeing you from manual billing tasks and accounting.
