I will setup suitedash client portal, automation, invoicing and dashboard


Level 2
About this gig
I help agencies, coaches, consultants, freelancers, accountants, and small businesses unlock the full power of SuiteDash the all-in-one platform that replaces 10+ tools (CRM, client portals, project management, invoicing, file sharing, forms, automation & more) with one branded, white-labeled dashboard.
Whether you're starting fresh, migrating from tools like ClickUp, Asana, HoneyBook, Dubsado, GoHighLevel, or need advanced customization I handle everything professionally, fast, and with unlimited revisions.
What I can do for you in SuiteDash:
- Full account setup & configuration from scratch
- White-labeled client portal & smart dashboard (branded with your logo, colors, custom domain)
- CRM setup: leads, contacts, pipelines, deals, tags & follow-ups
- Workflow automation: triggers, emails, tasks, onboarding sequences, reminders
- Invoicing, proposals, contracts, recurring billing & payments
- Project & task management: boards, Gantt, checklists, file sharing
- Custom forms, surveys, kickoff checklists & upload blocks
- Integrations: Zapier, email, calendars, payments & more
- Onboarding flows, knowledge base/LMS setup & training
Message me with your business type and main goals.
Get to know Bolu GHL
Gohighlevel CRM Automation GO HIGH LEVEL WORKFLOW GHL FUNNEL
Level 2
- FromNigeria
- Member sinceJul 2025
- Avg. response time1 hour
- Last delivery2 months
Languages
English, Chinese
My Portfolio
Other Email Marketing Services I Offer
FAQ
What is SuiteDash?
SuiteDash is an all-in-one business management platform that combines CRM, white-labeled client portals, project management, invoicing, file sharing, forms, automation, and more into one branded dashboard. It’s perfect for agencies, coaches, consultants, freelancers, and small businesses.
Do you offer full SuiteDash setup from scratch?
Yes! I handle complete account creation, branding, configuration, and launch-ready setup so you can start using it immediately without the learning curve.
Can you set up a fully white-labeled client portal?
Absolutely. I customize the portal with your logo, colors, custom domain/URL, and remove all SuiteDash branding so it looks 100% like your own system. Clients log in to one secure place for files, tasks, invoices, and communication.
Can you migrate my data from another tool to SuiteDash?
Yes — I assist with migrations from tools like HoneyBook, Dubsado, ClickUp, Asana, GoHighLevel, 17hats, Moxie, or spreadsheets/CRM exports. Share your current setup and I’ll provide a clear migration plan (add as an extra for complex cases).
What kind of automation can you build in SuiteDash?
I create custom workflows like automated onboarding sequences, email triggers, task assignments, follow-up reminders, invoice generation, tag updates, and more — using SuiteDash’s powerful automation builder.
Do you help with invoicing, proposals, and payments?
Yes, I set up recurring billing, proposals, contracts, e-signatures, payment gateways (Stripe/PayPal), and automated invoicing so you get paid faster
What do you need from me to get started?
our business type (e.g., agency, coach, accountant), main goals (client portal, CRM, automation, invoicing), branding assets (logo, colors), current tools (if migrating), and any specific features you want. The more details, the better the result!
Do you provide training or handover after setup?
Yes! Every package includes a clear video walkthrough (Loom or screen recording) showing how to manage your dashboard, portal, CRM, automations, and more. Premium includes a 30-minute live training call.
How many revisions are included?
Unlimited revisions until you’re completely satisfied (within the original package scope). I make changes quickly so your SuiteDash system fits your business perfectly.
Can I see examples of your SuiteDash work?
Yes, Message me and I’ll share anonymized screenshots, workflow diagrams, client portal mockups, or sample automations (client privacy is always protected). Examples show branded portals, CRM pipelines, onboarding flows, etc.

