Pinnacle Plan

What is the Pinnacle Plan?

The Pinnacle Plan is the most full-featured plan we offer for SuiteDash.

Pinnacle is ideal for a business with a small-medium customer base, and wants a complete solution with all of top features.

You can purchase the Pinnacle Plan as recurring  $99 monthly, recurring $960 yearly, or make a one-time purchase of $6,840 to have it for LIFE.

CLICK HERE to learn about the Start Plan

CLICK HERE to learn about the Thrive Plan

What's included in the Pinnacle Plan?

Here's an overview of everything you'll receive with the Pinnacle Plan.

CRM & Staff Management

  • Companies & Contacts: You can add an unlimited number of Leads, Prospects and Clients to the platform. Prospects and Clients will each have their own portal that you can customize individually.
  • Company Logic: If you primarily deal with Companies rather than individuals, you can make all your assignments directly to the Company. The Company will be represented by a Primary Contact, and that will be the person who will receive notifications and represent the Company in the Portal. Multiple Companies can be represented by a single Primary Contact.
  • Circles: A powerful mechanism that allows you to group Clients and Prospects for organizational purposes (unbeknownst to the users within them).
  • Events: Preset scheduled reminders to keep track of any planned affairs related to your business. Events will appear in your Calendar.
  • Deals (advanced): Helps you keep track of income opportunities for each Client within a visual pipeline through Stages.
  • Staff/Teams: You can add an unlimited number of Internal/Staff Roles to the platform. "Teams" is a mechanism similar to Circles, but for Internals.
  • Impersonate Tool: A convenient tool to simulate "logging in" in as another user in the platform, in order to experience the platform almost exactly as they would.

Billing & Time Tracking

  • Payment Gateways: A selection of eCommerce services that process payments. You can configure a Payment Gateway to accept credit cards, or if eligible, ACH bank transfer.
  • Invoices: Virtual billing to your Client. You can charge as a one-time payment or subscription, and can calculate things like taxes and discounts.
  • Estimates: A preliminary Invoice that you can send to your Client. You can set it to automatically convert it into an Invoice when approved..
  • Invoice Generators: Invoices that you can "pre-build" and generate by applying to a Client. You can also create Recurring/Scheduled Generators, as well as Accumulating Generators for when variable billing on a schedule is necessary.
  • Timers: A mechanism you can use to keep track of time spent on something (such as a Task), in which you can then convert into an Invoice in the form of "billable hours".
  • QuickBooks Online Integration: We offer a one-way sync to QuickBooks Online (from SD to QB) for your record-keeping.

Calendar & Appointments

  • Calendar: Your Calendar shows you an overview of your scheduled Appointments, Events, and due Tasks. Every user registered in the platform gets their own Calendar.
  • Appointments: You can create multiple Appointment Types and have the ability to schedule Appointments from their time slot pools.
  • Google Calendar Integration: We offer a one-way sync to Google Calendar (from SD to GC) for your record-keeping.

Project Management

  • Projects: You can create Projects to to plan out, and organize, and track completion of your business objectives.
  • Tasks/Phases: A Task can be a step within a Project, or just just be a job assigned to a user to complete. A Phase is a group of Tasks to break up Projects into more easily tracked segments.
  • Project Generators: You can create a "framework" for a Project which when assigned, will auto-generate the configured variables and settings.
  • Project Templates: Pre-build the Tasks and Phases of a Project, as well as auto-assign users and generate due dates.
  • Work Requests: If it suits your business model, you can have your Client submit work that they would like you to do. Then convert the Request directly to a Project and/or Estimate/Invoice.
  • Client Talk / Team Talk: These are essentially individual Project message boards in which the assigned users can discuss the details. Client Talk is for Clients & Internals; Team Talk is only for Internals.

LMS (Learning Management Software)

  • Courses: Create professional-level educational courses to offer your Contacts and train your Staff.
  • Modules/Lessons: Courses are organized in "chapters". You can add any number of Modules and Lessons to a Course to create a complete learning experience.
  • Products: Package your Courses into a bundle to easily grant a set of Courses to a user. Sell a Course package to your customers.
  • Future Updates: You'll be able to build quizzes, self-host videos, award certificates, set pricing options, create landing pages, and more.

Files Toolkit

  • File Storage & Sharing: You have your own storage space where you can upload files and share them. Your Prospects and Clients will each have their own space to upload files as well.
  • 2000GB Storage: The Pinnacle Plan comes with 2000GB of storage for any file type, which is ideal for businesses who do a lot of file sharing.
  • Folder Generators: Create predefined folder and file structures for different types of Contacts. Automatically generate the structure inside of the Contact's Shared Folder.
  • File Transfer: Send files to someone via a secure download link. You can send to anyone, even if they are outside of the platform.
  • File Request: A quick and user-friendly way to request files via email to anyone, even if they are outside of the platform.

Documents & eSign

  • Forms: There are several types of forms you can have your Contacts fill out. Use them to gather/change information, or have your Prospects and Clients self-register into the platform.
  • Documents: Create agreements between you and your Contacts, which can then be digitally signed. Design your own Document Templates, which can be downloaded and shared via the Template Library.
  • Proposals: Present an outline that plans every step of a Project, which can then be digitally signed. Design your own Proposal Templates, which can be downloaded and shared via the Template Library.

Communication

  • Secure Messaging: All users have the ability to send messages within the platform. You can also enable Convenience Mode, which will include the content of the message in the email notification.
  • Live Chat: Communicate in real-time with Internal users, using both direct messages and group channels.
  • Email Marketing Toolkit: Create, manage, and schedule marketing campaigns and autoresponders. Email Marketing Campaign Templates can also be downloaded and shared via the Template Library.
  • Notification Center: A panel that shows you your incoming notifications at a glance, accessible from anywhere in the platform.
  • Pop-Up Notices: Create temporary messages that will appear to specific users or Roles in the platform.
  • Live Stream: View a history of all events that have occurred within the platform.

White Label

  • Custom URL & Login: Connect your domain to SuiteDash and set your own login URL.
  • Platform Branding: Set your company logo and choose the colors of the platform. Customize the registration page your users will see.
  • Custom Loader: Choose and customize your own loading animation that appears as a page is loading in the platform.
  • Email Branding: White label your email notifications via either Domain Verified Sending or SMTP. You can also customize the colors and footer information of all notification emails.
  • Mobile App: Automatically unlock your very own white label mobile app using "Progressive Web App" technology. Users can install your app onto their device.

Customize Content

  • Portal Pages: Create pages with just about any content (announcements, videos, charts, etc.,) and assign it to any user in the platform. Design your own Portal Page Templates, which can be downloaded and shared via the Template Library.
  • Landing Pages: Create external pages filled with information and resources (images, useful links, etc.), which can be accessed by anyone with the URL link. You can use Landing Pages to share information, display announcements, videos, charts, and much more!
  • Custom Fields: Make your own special fields which can be used as Placeholders (which automatically populate the correct information for the user), and can also be used in Forms for the user to submit.
  • Translations: Use our Translations tool to not only translate the platform into a different language, but to change specific terminology to better fit the needs of your business.
  • Custom Menus (advanced): Tailor the menu to each user by renaming, hiding, and reordering menu items. Create new menu items and customize the menu icons.
  • Email Templates: Customize the content of almost every email notification that is sent from the platform.
  • Friendly URLs: Change the URL for your links so that they are in a easy-to-read, approachable format.
  • Template Library: Access a repository for pre-built templates for Portal Pages, Proposals, Email Marketing Campaigns, and Documents, both stock and user-created.

Automation

  • FLOWs: Create automated sequences for your Contacts to have them complete forms, upload/download files, and eSign documents.
  • Checklists: Create checklists for Prospects, Clients or Staff Members to complete. 
  • Trigger/Action Automations: Ultra powerful "command" chains that automate almost anything in the platform. Save whole workflow chains into an Action Template for even more convenience.
  • Task Dependencies: Set specific parameters within the workflow for Project Tasks, in order to trigger statuses and the visibility of other Tasks.

Support Tickets

  • Support: Your own "Help Desk" that you can use to support your Contacts. These inquiries are managed within the Portal by your assigned Staff and can be managed by your Contacts via the Portal & Email or by Email only depending on your preference. Your Contacts can log in to view a history of their requests, and can simply reply directly to the email notification responses they receive to keep the conversation going.

Upcoming Features (still in development)

  • TBA

We also offer a  Zapier Integration, in which you can connect many different apps to SuiteDash to accomplish your business needs.

What's NOT included in the Pinnacle Plan?

Pinnacle is brimming with great features! But you can still have more...

Power-Up's

A  Power-Up is a feature (or set of features) that you can apply to an existing Plan for an additional monthly fee. Power-Ups can be added to any type of Plan, except in the event that the related feature is not available in said Plan. The monthly fee will be charged regardless of the type of term you have for your Plan (Monthly, Yearly, or Life).

CLICK HERE to learn about the Power-Up's

Service Subscriptions

A  Service Subscription is a paid subscription for an "a la carte" service that you can add to an existing Plan for an additional monthly fee.

CLICK HERE to learn about the Service Subscriptions.