I will set up suitedash CRM with automations, forms, and integrations as an expert


Level 1
About this gig
Looking to automate your business and give your clients a seamless, professional experience?
I specialize in SuiteDash, the all-in-one CRM, client portal, and automation platform, helping businesses run smoothly, save time, and impress clients.
With my help, you'll get a fully branded, fully functional SuiteDash workspace tailored to your exact business needs. No generic setup, everything is built around your workflow.
What I offer:
- Complete SuiteDash portal setup
- CRM & client journey customization
- Custom forms, proposals, and invoicing
- Branded login URL, logo, and email white-labeling
- Advanced automations (task flows, triggers, emails)
- LMS setup (if needed)
- Workflow automation for tasks, projects, and client follow-ups
- File & document management
- Circles and community setup
- Appointments & scheduling setup
- Zoom walkthrough (Premium package)
- Integrations & customizations
Whether you're a coach, agency, freelancer, or service business, I'll make SuiteDash work for you so you can focus on growing your business, not managing it.
Message me today to discuss your goals, or order now to get started!
Get to know Busayo O
Expert in CRM, Automation and High Converting Funnel Design
Level 1
- FromNigeria
- Member sinceJun 2025
- Avg. response time1 hour
- Last delivery1 week
Languages
English
My Portfolio
Other Email Marketing Services I Offer
FAQ
What is your business or industry?
I'm a business coach working with entrepreneurs on scaling their companies. I offer 1:1 sessions, group coaching, and digital courses.
What specific Suitedash features do you want help with?
I mainly need help with CRM setup, client onboarding, branded portal, and task automation.
Have you already purchased a Suitedash subscription?
Yes, I’m on the Thrive plan. I’ll give you access as a team member.
Do you have branding assets (logo, brand colors, favicon, etc.)?
Yes, I’ll send you the logo, hex colors, and brand font via Google Drive.
Do you want to use a custom domain for your client portal?
Yes, I have a domain on GoDaddy. I want the portal to be clients.growthhubcoach.com.
What does your ideal client journey look like?
When a lead signs up, I want them to receive a welcome email, fill out an intake form, then book a call. After the call, I want them to receive a proposal and contract.

