suitedash

<h3><a href="https://suitedash.com" rel="nofollow ugc">SuiteDash : All-in-One Business Software</a></h3>
Visit Website >> <a href="https://suitedash.com" rel="nofollow ugc">SuiteDash.com</a> is the home of SuiteDash, an all-in-one SaaS tool for all of your Client Portal, CRM, Sales Funnel, Appointment Scheduling, Proposals, File Sharing, Project Management, Invoicing, eSigning, LMS, Email Marketing needs.
<h3>IMPORTANT :: What is the SuiteDash WordPress Plugin?</h3>
This plugin allows you to add a customized login functionality directly on your WordPress site, and have that login tied-in to your SuiteDash account. This allows you, your staff, and your clients to login to your SuiteDash environment directly from your site, without ever needing to visit the SuiteDash login page.
SuiteDash customers with a Custom URL set up are able to integrate their custom URLs with this plugin!
SuiteDash is in constant development, and is updated daily with new features and streamlining. It is also fully supported, and your suggestions are welcome.
See a full list of SuiteDash features at <a href="https://suitedash.com" rel="nofollow ugc">SuiteDash.com</a>

Client Portal : SuiteDash Direct Login

WordPress Client Portal Plugin that allows you to add a custom login function directly on your WordPress site that is tied to your SuiteDash account.

kreativekabbage

kosubmit portal lite is the missing link between Forminator forms and client management. It transforms form entries into a dynamic dashboard where Admins, Staff, and Clients can interact with submissions.
Why use kosubmit portal lite? 
If you use Forminator for applications, orders, or intake forms, you likely struggle to manage them after submission. kosubmit portal lite solves this by giving every entry a “Status,” an “Owner,” and a secure dashboard “Home.”
Core Features:
<ul>
<li>Role-Based Access: Dedicated dashboards for Admins (overview), Staff (assigned tasks), and Clients (submission history).</li>
<li>Workflow Tracking: Move submissions through professional statuses like “New,” “In Process,” “Awaiting Docs,” and “Complete”.</li>
<li>Staff Assignment: Assign specific entries to staff members for better team management.</li>
<li>Document Center: Clients can upload requested supporting documents directly to their specific submission.</li>
<li>Internal Communication: Add private staff notes to entries to keep your team on the same page.</li>
<li>Secure & Private: Clients only see their own data; Staff only see their assigned work.</li>
<li>Automated Notifications: Basic, professional email alerts for status changes, document uploads, and staff account creation.</li>
</ul>
Pro Features (Available at www.kosubmit.com):
<ul>
<li>QuickBooks Online Integration: Automatically generate Customers and Invoices from form submissions.</li>
<li>Custom Email HTML & Branding: Edit notification templates, inject your logo, and use dynamic variables in subject lines.</li>
<li>Client Data Export: One-click CSV exporting for your entire client list.</li>
<li>Printable Records: Generate clean, professional, printer-friendly views of submissions.</li>
<li>Advanced White Labeling: Full control over colors, fonts, and branding to perfectly match your agency.</li>
</ul>

kosubmit portal lite

Turn Forminator forms into a powerful, role-aware client portal with workflow tracking, document management, and professional dashboards.

Client Portal : SuiteDash Direct Login vs kosubmit portal lite