Capture consultation leads
Connect
SPIRITT
SuiteDashSuiteDash
Clients in, nothing missed
SPIRITT keeps your SuiteDash CRM complete. It creates contacts and companies as leads, prospects or clients the moment they appear in your forms, inbox or billing, sends portal welcome emails, reads custom fields and turns your client base into reports.
What you can do with SuiteDash.
Every lead captured
Create contacts and companies with roles and primary contacts from any source.
Portals opened on time
Send the SuiteDash welcome email as soon as a new client is created.
Custom fields understood
Read your contact and company field schemas so every record is complete.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your client business.
02
Connect SuiteDash
Connect SuiteDash so SPIRITT can create and read contacts and companies.
03
Delegate an outcome
Tell SPIRITT where new leads and clients come from.
Hand over a mission.
Choose a mission. Make it yours.
Put SuiteDash to work.
Every client, on record
Questions
SuiteDash, with SPIRITT.
01What can SPIRITT create in SuiteDash?+
Contacts and companies as leads, prospects or clients, including a company's primary contact.
02Can it send portal welcome emails?+
Yes. It can send the SuiteDash welcome email as part of creating a contact.
03Does it understand our custom fields?+
Yes. It reads the full contact and company custom field schemas, including types, formats and validation rules.
04How does it avoid duplicates?+
It looks contacts up by email or ID and companies by name or ID before creating anything new.
05Can it report on our client base?+
Yes. It lists contacts and companies with creation-date filters and ordering and turns them into growth reports.
06How do I get started with SuiteDash?+
Open a SPIRITT workspace, connect SuiteDash and name the first source of new leads, such as your website form.