Roadmap

WORLDs Power-Up

Empower your Organization with multiple private “WORLDs” within a single SuiteDash account. WORLDs are ideal for businesses with offices, departments, or segmented operations, but there are MANY ways they can be used by Organizations of all size! Each WORLD acts as a secure, self-contained environment, allowing you to silo resources, CRM data, and important processes while maintaining unified branding and control. Eliminate shared visibility issues and enhance security, efficiency, and scalability.

Up to 5 Independent WORLDS

Create dedicated digital WORLDs for offices, departments, or teams (e.g., one for head office, others for regions). Additional WORLDS beyond 5 are $5/month each.

Resource Siloing

Assign specific assets like Forms, Generators, Templates, FLOWs, Checklists, and more to individual WORLDs—visible and editable only by assigned Staff.

CRM Segmentation

Divide CRM Targets (Companies/Contacts) across WORLDS by region, department, or criteria, ensuring data privacy and relevance.

Granular Permissions

Staff can be assigned to one or multiple WORLDs, seeing only the authorized data and resources. Super Admins retain full oversight, but can provide any level of access to any Staff member.

Enhanced Security & Privacy

Prevent unauthorized access or edits to critical assets, supporting compliance and reducing errors.

Scalable Efficiency

Streamline workflows by focusing Staff on relevant tools and data—no more clutter from irrelevant processes or data.

Unified Branding

Keep a consistent Custom URL and branding across all WORLDS in one account.

This feature is in LIVE

Booking Form 2.0

Booking Form 2.0 introduces a major upgrade to how appointments are presented, processed, and managed within SuiteDash. Whether you’re offering free consultations, paid sessions, or varied services that require different workflows—this update delivers maximum flexibility, Automation, and control.

Custom Automations per Appointment Generator

Each Appointment Generator can now have its own onboarding path. Assign specific Automations, Task assignments, Kickoff Forms, or Client creation settings—unique to each Appointment Generator. Present all your services on a single Book Me page while keeping the backend logic personalized and precise for each offering.

Integrated Paid Appointments

Booking Form 2.0 also enables full support for paid appointments. Link a Product or predefined billing setup to each Appointment Generator so that when a Prospect selects a time, they will be guided through the process of submitting payment. Only after successful payment will the Appointment be confirmed and follow-up emails or Automations triggered.

One Unified Experience, Limitless Possibilities

With this release, SuiteDash becomes your all-in-one Appointment management hub—whether you’re offering discovery calls, strategy sessions, or paid services. The flexibility to tailor onboarding and payment flows on a per-Appointment Generator basis means every interaction is purposeful, streamlined, and professional.

This feature is in LIVE

Automated Late Fees & Payment Discounts

Automated Late Fees

Configure fees that apply automatically to invoice totals if payments are not received by the due date, promoting prompt Client payments and improving cash flow. [In Development]

Customizable Payment Method Discounts

Encourage cost-effective payment methods by offering discounts for Clients who pay via cash, check, or other custom-configured payment types. Easily define eligible payment methods in your settings to incentivize Clients while maintaining compliance with local regulations.

Streamlined Invoicing Workflow

This feature automates the application of late fees (coming soon) and payment method discounts, ensuring a seamless invoicing process. Clients see both the full and discounted amounts (when applicable) on their invoices, reducing manual intervention and saving you time.

Efficient Financial Management

Automated Late Fees and Payment Method Discounts help maintain financial health by encouraging timely payments and cost-effective methods. Improve your invoicing efficiency with SuiteDash’s comprehensive platform, reducing the need for additional software and saving money.

Some elements of this feature are LIVE

ACTIVE DEVELOPMENTSome elements are still in ACTIVE

Reporting + Business Health

SuiteDash proudly unveils plans for our enhanced Reporting Toolkit, bringing powerful insights and data-driven decision-making straight to your fingertips.

Pre-Built and Custom Reports

Access essential business metrics through pre-built reports or use our custom report builder for tailored insights. Save your custom reports and filters for quick access anytime.

Scheduled Reports

Automate your reporting by scheduling reports to be emailed to you, your Staff, or Clients. Automatically keep everyone informed with the latest data.

Dynamic Dashboards

Display critical data on assigned dashboards. Our pre-built reports and components offer instant, important insights, empowering quick, informed decisions.

Integrated Business Health Tools

Expenses are a key component of SuiteDash’s “Business Health” Toolkit, designed to provide an ongoing overview of your profitability and sustainability. This feature keeps you informed about your business’s financial status, enabling proactive management.

Some elements of this feature are LIVE

ACTIVE DEVELOPMENTSome elements are still in ACTIVE DEVELOPMENT

Expenses + Project Budget

This upcoming feature is designed to handle all Expense-related needs, whether they are one-time costs or recurring payments. Assign Expenses to specific Clients or Projects, and if marked as “billable,” easily include them in the correct invoice for reimbursement.

Project-Based Expense Tracking
Keep Projects on budget by tracking Expenses directly within each Project. Compare actual Expenses and tracked time against your budget to maximize the profitability of each Project. This feature ensures financial accuracy and better resource allocation.

In-Depth Expense Reporting
Leverage SuiteDash’s Reporting Toolkit for detailed Expense reports. Analyze trends, identify cost-saving opportunities, and make strategic decisions. This enables you to maintain financial health and operational efficiency.

Take Photos of your Receipts

Easily add receipts or associated paperwork to a specific Expense using your mobile device or computer. This feature simplifies documentation and keeps your records organized.

Some elements of this feature are LIVE

ACTIVE DEVELOPMENTSome elements are still in ACTIVE DEVELOPMENT

Global Content “Stacks”

Introducing Global Content “Stacks,” a feature designed to streamline your content management and enhance consistency across your business operations.

What Are “Stacks”?

“Stacks” are rows or multiple rows of blocks arranged in a specific design that you can save and reuse anywhere within SuiteDash. Ideal for maintaining cohesive, on-brand content across different areas, “Stacks” simplify your workflow.

Create and Save Stacks

Design and save custom “Stacks” for marketing materials, operational guides, or customer communications. Reuse these designs consistently to save time and ensure uniformity.

Integrated Block Builder UI

Easily load your saved “Stacks” into new content using the user-friendly Dynamic Block Builder, ensuring content creation efficient and consistent.

Sync and Update Stacks

Update content in one place and see changes reflected everywhere that “Stack” is used, reducing redundancy and keeping your content current.

Private or Public Sharing

Use the Template Library to share your “Stacks” privately within your organization or publicly with the SuiteDash community, promoting collaboration and efficiency.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Quizzes and Surveys

Build engaging Quizzes and powerful Surveys that can be embedded, used standalone, or integrated directly into any LMS Product to collect feedback, test knowledge, or generate leads.

Dynamic Quiz & Survey Builder
Use a variety of question types including multiple choice, true/false, fill-in-the-blank, and matching. Reuse saved questions across multiple Quizzes, or auto-generate Quizzes from categorized question pools. Perfect for Lessons, Modules, or Courses.

Smart Automations & Result Handling
Trigger different Automations based on performance levels. Reward high scorers or offer remediation steps to those who need help. Customize the experience with optional score displays, answer explanations, and hint visibility.

Integrated Data Collection & Lead Scoring
Convert any Quiz into a Survey and map responses directly to Custom Fields. Assign values to answers, apply intuitive scoring logic, and present tailored messages and calls-to-action—making it an ideal Lead Generator.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Subscription Management

SuiteDash introduces Plan/Subscription Management + Automation, revolutionizing how you manage subscriptions. This powerful feature gives your Clients full control to upgrade, downgrade, or extend their plans.

Flexibility for Clients
From the onboarding process, Clients can choose their desired subscription option and manage it independently. They have the flexibility to adjust their subscription according to their needs and preferences, whether it’s accessing more features or switching to a suitable plan.

Reduced Administrative Overhead
Clients can modify their subscriptions without contacting your Staff, significantly reducing administrative tasks. This streamlines operations and boosts efficiency, allowing your team to focus on more critical tasks.

Enhanced Customer Satisfaction
By putting control in the hands of Clients, you enhance their experience and satisfaction. Simplify their journey with self-service options that cater to their unique requirements.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Sync Email into CRM

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Target’s replies will be received also by SuiteDash and sorted using your Target’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Company or Contact.

You’ll then be able to store all of the email history with a Target directly in that Target’s profile, and be able to search that history to find specific messages or data.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Advanced Work Requests

Create multiple Work Request forms for any Dashboard or Portal Page, and easily customize them to fit your business needs.

Tailored Form Creation
Use the familiar Form builder tools, including Conditional Logic, to customize each Form and provide a the appropriate content and choices. Tailor the Forms to meet specific requirements, whether for Prospects, Clients, or Staff.

Unique Assignments and Automations
Assign each Form to the appropriate Staff members and trigger automated workflows based on submissions. This ensures that work requests are handled efficiently and by the right personnel, streamlining your processes.

Integration with Custom Fields
Incorporate any Custom Field, including Project Custom Fields, into your forms. This allows for the immediate population of data into relevant workflows, further enhancing efficiency and data management.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Knowledge Bases + AI Silos

Organize your business knowledge into structured, searchable Knowledge Bases—both public-facing (for products, services, and FAQs) and private (for internal processes, policies, and best practices). Each Knowledge Base can be published as a browsable, searchable page for self-service access.

Public and Private Knowledge Bases

Create public Knowledge Bases for products, services, FAQs, and customer-facing documentation. Build private Knowledge Bases for SOPs, internal policies, training materials, and best practices.

Knowledge Silos for Secure Access

Knowledge Silos act as secure containers that control AI access to specific Knowledge Bases. Assign one or more Knowledge Bases to a Silo, then control who can query that Silo. Information never leaks between Silos—your internal processes stay internal, your client-facing knowledge stays separate, and sensitive data remains protected.

Granular Permission Control

Assign permissions at the Silo level by user, team, circle, or World. The right people access the right information—nothing more, nothing less.

AI Silo Specialists

Deploy AI-powered chat assistants trained exclusively on your approved Knowledge Silos. Silo Specialists provide instant, accurate answers drawn only from your curated information—nothing more, nothing less. Embed them on websites, landing pages, client portals, staff dashboards, or anywhere you need intelligent, contextual assistance.

Trained on Your Knowledge

When a visitor or team member asks a question, the Silo Specialist queries only the Knowledge Bases assigned to its Silo and responds with relevant, accurate information. No unauthorized data access—ever.

Embed Anywhere

Place Silo Specialists on your website, landing pages, portal dashboards, or any page where your Clients or Staff need quick answers. White-label ready for seamless integration with your brand.

Continuously Improving

As you refine your Knowledge Bases, your Silo Specialists automatically improve—no retraining required. Better knowledge in, better answers out.

AI Skills

Create persistent, reusable AI capabilities tailored to your specific business needs. An AI Skill is a pre-configured AI environment with defined instructions, context, and output requirements—perfected once, then used reliably forever. Stop re-explaining your requirements to AI every time you need consistent output.

Build Once, Use Forever

Build a Skill, refine it until the output is exactly right, and return anytime for consistent, repeatable results. Your “Write Press Release” Skill, your “Generate Project Summary” Skill, your “Draft Client Proposal” Skill—each one captures your exact requirements.

Share Across Your Team

Share Skills with team members for standardized processes. Anyone on your team can produce consistent, on-brand output using your pre-configured Skills.

Permission Controlled

Control access to Skills by individual, circle, team, or World. Build a library of Skills tailored to your specific business processes.

AI Duplicate + Rewrite

Transform existing content while preserving your carefully crafted formatting and styling. Perfect for email campaigns, portal pages, proposals, and documents where you love the design but need fresh content. AI Rewrite intelligently generates new text that fits seamlessly into your existing HTML structure—maintaining headers, spacing, images, and styling.

Rewrite in Place

Select existing content and rewrite it with new messaging while keeping all formatting intact. AI works around your HTML—no reformatting required.

Duplicate and Rewrite

Clone an existing campaign, proposal, or page and automatically generate new messaging while keeping the exact same structure. Your successful templates become reusable frameworks—just provide new direction and receive a fresh version ready to send.

Brand Voice Integration

All rewrites respect your configured Brand Voice, ensuring tone consistency across every variation you create.

AI Data Processing

Introduce a powerful new Custom Field type that leverages AI to automatically process, interpret, and transform incoming data. Connect a prompt to any form submission or existing Custom Field, and let AI generate intelligent, contextual values—available instantly as data placeholders throughout the platform.

AI-Powered Custom Fields

Create a new AI Custom Field type with an associated processing prompt. When data flows in from a form submission or another Custom Field, AI processes it according to your instructions and stores the result.

Transform Raw Input into Polished Output

Imagine a kickoff form where clients describe their goals in their own words. AI Data Processing can interpret that input, reframe it in your brand voice, extract key themes, or generate a personalized response—then store that processed result ready for use in automated emails, proposals, or any workflow.

Use Anywhere as Data Placeholders

AI-processed values are available as data placeholders anywhere in the platform—emails, documents, portal pages, automations, and more.

AI Logic Engine

Bring intelligent decision-making to your automations. The AI Logic Engine evaluates data, documents, images, and uploads against your custom criteria—then triggers workflows based on the assessment. From validating ID expiration dates to reviewing uploaded documents for required information, AI can now make the judgment calls that previously required human review.

Custom Evaluation Criteria

Define exactly what AI should look for using custom prompts. Evaluate form submissions, documents, images, IDs, and PDFs against your specific requirements.

Confidence Thresholds

Configure confidence percentages to control when actions proceed automatically versus when human confirmation is required. Set 80% confidence for auto-approval, and anything below gets flagged for review.

Integrated with Automations

When confidence thresholds are met, workflows trigger automatically. When they’re not, requests route to the appropriate person for review. Full control, intelligent decisions.

Template Marketplace

Currently, the Template Library is populated with Templates from the SuiteDash Template Team and Templates that have been contributed by the SuiteDash Community. With the addition of the Template Marketplace, you will now have the ability to place a price on your Templates and get paid!

Imagine that you create a highly useful Form Template or Email Marketing Template that is targeted to a specific niche. There are many professionals who would prefer to buy something that is already done rather than spend the time & effort to re-create it themselves – and this is your market!

Can you get $9? or maybe you can get $99? or maybe if you build an amazingly useful Template, you can get $999?

Advanced Data Management View

Open the Advanced Data Management (ADM) view and have access to ALL your Contacts in one efficient spreadsheet style interface. Quickly and easily filter, sort, edit and arrange your CRM Contact & Company data! Rearrange and resize columns, select which data points you want to see, and, when you have the data arranged in just the right way, you can export that data into CSV, XLS or a PDF report.

Additional filters along with date range selections are just the beginning! This powerful tool will evolve into a powerful Reporting Tool that can be extended and adapted to a wide variety of data sets.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Email Cannons 2.0

Email Cannons 1.0 is LIVE and available in the PLUS Bundle Power-Up > Email Cannons let you pre-build richly-formatted HTML emails, then “fire” those email directly to a single recipient as part of an automation. This next iteration will add even more No-Code Automation power!

You’ll be able to setup a Cannon to fire in a recurring way which can be used to send reminders to Contacts to perform some action. Automation options to start & stop the recurring firing will be provided. Additionally, you’ll be able to automate the Cannon to fire on a specific date every year, or based on the value of a date-type Custom Field (think birthdays, anniversaries, etc.).

PortalSync™ Desktop File/Folder Sync

Enable “Dropbox” style file syncing between your desktop/laptop (Mac, PC or Linux) and the cloud files in your SuiteDash account. Just copy or save files to the PortalSync™ folder on your desktop OS, and they’ll be synced with the PortalSync™ folder in your SuiteDash account.

The installable app will be known by the generic name PortalSync™ so that your White Label branding is protected. Authentication will happen by copy/pasting Integration ID & Authentication Code from inside your account.

Referral Sales & Commission Tracking

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Kickoff FLOWs

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT

Journeys

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

Enforce 2FA for all Users

Two-Factor Authentication (2FA) is one of the best ways to keep your data secure and protect your company. We already offer 2FA as a feature that’s available to all the users in your account, but it’s optional to each user. This new options will give you the option of making 2FA required.

Knowing that every one of your Staff members is definitely protecting their login with 2FA will give you peace of mind, you’ll have an extra layer of security, your customers will appreciate the increased protection of their sensitive data and reward you with increased loyalty.

Thumbnail/Grid View for Files

Our Files module is getting a makeover! Instead of having to sift through a textual list, you’ll be able to view files in a Grid view complete with thumbnails of any images or videos.

Viewing files in a Grid view means being able to view more content without having to scroll down, making it quicker to locate what you need. The ability to see the thumbnails for images and videos means you won’t have to just rely on the file name to find what you’re looking for.

3rd Party “Collaborator” Role

Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.

However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.

The new Collaborator role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.

The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers.

“Super-Client” Role

There are times when businesses deal with a Client company that has multiple offices or locations, and this presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.

The Super-Client role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).

A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.

Advanced Filtering & Reports

Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.

Website Builder Tool

Imagine that you can map your Top Level Domain to your SuiteDash account, and using our website builder tool, you’ll be able to build your actual website at https://yourdomain.com.

Now imagine that on that website, you can display your Intake Form for interested Prospects, which will feed directly into your CRM. This will then trigger a set of follow-up Events on your Calendar and also add that Prospect to an Email Marketing List and trigger a follow-up Drip Campaign.

And, also imagine that on that website is a File Upload widget , a Support Request form, and a variety of other pre-built Integrations…all powered by SuiteDash.

And finally, imagine that there is a login form on that website. If a Staff member logs in, they see an entire suite of productivity and collaboration tools. If a Client logs in, they see a fully customized Client Portal.

XERO Integration

One of our most requested integrations is Xero, and we’re listening to you! You’ll be able sync your Invoices, Payments, etc.. into Xero to keep a good handle on your financial transactions facilitated via SuiteDash.

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