Pinnacle SuiteKey

What is the Pinnacle Plan?

The Pinnacle Plan is SuiteDash’s top-tier subscription, tailored for businesses that need robust tools and advanced customization to scale their operations. It includes all the features from the lower-tier plans (Start and Thrive) while adding exclusive capabilities that empower businesses to create a highly branded, efficient, and automated client experience.

Key Features of the Pinnacle Plan:

1. Unlimited Client Portals

• Create custom, secure portals for each client with unique access to files, invoices, projects, and communications.

1. Advanced Customization Options

• White Labeling: Remove SuiteDash branding entirely and replace it with your own (e.g., custom domain, branded login page).
• Advanced Branding: Customize the platform to align with your business identity, enhancing professionalism and trust.

1. Flow Automations

• Automate complex workflows with advanced triggers, actions, and conditions for processes like onboarding, task assignments, and follow-ups.

1. Client Journey Automation

• Set up dynamic paths for clients, tailoring their experience based on specific triggers, like form submissions or project milestones.

1. Team Management & Permissions

• Assign different roles and permissions to team members to streamline collaboration and ensure data security.

1. Email and SMS Campaigns

• Create and manage marketing campaigns directly within SuiteDash.
• Automate follow-ups and reminders to keep clients engaged.

1. Learning Management System (LMS)

• Create, deliver, and manage courses for internal training or client education, all hosted within SuiteDash.

1. Advanced File Sharing and Storage

• Provide clients and team members with secure access to shared files.
• Utilize advanced file permissions and download tracking.

1. Enhanced Reporting Tools

• Generate detailed insights into client activities, financial data, and project progress.

1. Zapier Integration

• Connect SuiteDash with thousands of third-party apps to create a fully integrated tech stack.

1. Priority Support

• Access premium customer support with quicker response times and dedicated assistance for setup and troubleshooting.

Benefits of the Pinnacle Plan:

1. Increased Efficiency:

• Centralize all business operations, reducing the need for multiple platforms and tools.

1. Professional Client Experience:

• Deliver a seamless and professional experience for your clients, from onboarding to project delivery.

1. Scalability:

• Suitable for growing businesses, the Pinnacle Plan supports unlimited clients, advanced automations, and team collaboration.

1. Time Savings:

• Automate repetitive tasks, freeing up time to focus on higher-value activities.

1. Data Security:

• Leverage advanced permissions and secure client portals to protect sensitive information.