SuiteDash and CRM glossary

A way for two pieces of software to exchange data directly. Used for custom connections when no ready-made integration exists.

Read more: Integrations

A rule that does something when an event happens, such as sending an email when a form is submitted or creating a task when a proposal is accepted.

Read more: SuiteDash automation

A private, branded area where clients log in to see files, invoices, projects, forms and messages instead of using email.

Read more: Client portal design

A DNS setting that points a subdomain, such as portal.yourbrand.com, to another address. Used to put a SuiteDash portal on your own domain.

Read more: White label & custom domain · suitedash custom domain

SuiteDash’s building blocks for portal pages and dashboards, used to lay out text, links, files and widgets for clients.

Read more: Client portal design

Customer relationship management: the system that holds your contacts, companies and the history of every client relationship.

Read more: SuiteDash setup

An extra field you add to contacts, companies or other records to store information specific to your business. Keep the list short.

Read more: SuiteDash setup

Your own portal address in SuiteDash. Each account has one, set with a CNAME record; staff should log in from it rather than the default address.

Read more: White label & custom domain

The stages a lead moves through before becoming a client, such as inquiry, proposal sent and won. Deal stage pipelines are on SuiteDash’s Thrive plan and above.

Read more: SuiteDash setup

A series of emails sent automatically over time, such as a welcome sequence. SuiteDash calls this autoresponder drip marketing.

Read more: SuiteDash automation

Signing a document online. In SuiteDash, clients can sign proposals, contracts and other documents inside the portal.

Read more: SuiteDash setup

A guided, multi-step sequence in SuiteDash that walks a client or staff member through tasks such as signing, filling in forms, uploading files and booking.

Read more: SuiteDash automation

Learning management system: SuiteDash’s course builder for delivering training and courses inside the portal. Included on the Pinnacle plan.

Read more: Coaches & consultants

Moving from one tool to another. Data such as contacts and files can be imported; workflows, forms and templates are rebuilt.

Read more: Migrate to SuiteDash

A FLOW that appears at a new client’s first login and must be completed before the rest of the portal opens. The most reliable way to collect intake details.

Read more: SuiteDash automation · Client portal design

A reusable project with its tasks, owners and due-date rules, so every job of the same kind starts the same way.

Read more: SuiteDash setup

A recurring charge that invoices automatically on a schedule. Used for retainers, memberships and monthly services.

Read more: SuiteDash setup

A tracked client request, with a status and an owner. SuiteDash’s support tickets toolkit is on the Pinnacle plan.

Read more: IT & MSPs

A label on a contact or company used to group, filter and trigger automations. Agree a short list and what each tag means.

Read more: suitedash setup mistakes

A message one system sends to another the moment something happens, such as a form submission. Used to connect tools in real time.

Read more: Integrations · Workflow automation

Running software under your own brand: your logo, colors, domain and emails, so clients see you rather than the software company.

Read more: White label & custom domain

A SuiteDash add-on that creates self-contained environments with their own CRM data and permissions.

Read more: Hire a SuiteDash expert

An automation platform that connects apps without code. One of the ways to connect SuiteDash with tools it doesn’t integrate with directly.

Read more: Integrations · Workflow automation