Client credentials in a spreadsheet
Passwords, Wi-Fi keys, server logins — all in an unencrypted Excel file. One data breach away from losing every client.
CRM & SALES
CRM / MembersSales PipelinePublic Business ProfileWeb Forms & BookingSugar AssistantQUOTES & DOCUMENTS
EstimatesProposalsClient PortalINVOICING & PAYMENTS
Invoices & PaymentsPayment LinksSales ReceiptsSCHEDULING & COMMUNICATIONS
Job SchedulingCommunicationsMileage TrackerACCOUNTING & REPORTING
AccountingReports & ExportsOnline Store SyncSmall Claims & CollectionsTEAM & PEOPLE
Team & PermissionsEmployee RecordsSubcontractorsLOCATIONS & SECURITY
Multi-LocationCorporate AccountsSecure VaultSecurity & AccessBY INDUSTRY
Janitorial & CleaningIT & Low VoltageConstruction & GCAuto & MechanicTrades (HVAC, Plumbing, Electric)BY REGION
Mexico & CFDI 4.0IT & LOW VOLTAGE
Manage clients, recurring contracts, service tickets, subcontractors, credentials, and invoices — all secured and organized.
Illustrative — the shape of a vault entry. Not a screenshot.
THE PROBLEM
Three failures show up in almost every IT shop we talk to, and all three are the same problem wearing different clothes: the record lives somewhere nobody can search.
Passwords, Wi-Fi keys, server logins — all in an unencrypted Excel file. One data breach away from losing every client.
You have 12 clients on monthly contracts. Invoicing each one manually every month costs you hours you don’t have.
Client calls get lost. No one remembers who said what. Tickets fall through without a proper queue.
BUILT FOR IT TEAMS
From the first ticket to the monthly invoice, SUITE keeps your IT business organized, your client data encrypted, and your billing on autopilot.
The Client Record
A real SUITE screen from our demo account.
Contacts, site notes, equipment, job history, tickets and invoices attach to the same client record — so the answer to “what did we do for them last time?” is a lookup, not an archaeology project.
FOR US-BASED IT COMPANIES
Track all subcontractor payments for year-end 1099 reporting. Export ready for your accountant.
Accept ACH, card, and Apple Pay for recurring monthly retainers or one-time service invoices.
Track every client site visit for IRS mileage deduction at $0.725/mile. Auto-calculated per year.
Text clients from a registered local US number. Fully 10DLC compliant.
Para Empresas de TI en México
Cobre contratos mensuales y servicios puntuales con tarjeta vía Stripe.
Genere facturas CFDI para sus clientes empresariales directamente desde SUITE con sello digital.
Registre visitas a clientes para deducción de gasolina ante el SAT. Reporte listo por año fiscal.
Propuestas, facturas, correos y cotizaciones completamente en español mexicano para sus clientes.
BUILT FOR IT AND LOW-VOLTAGE
These are the parts of an IT business that generic software leaves you to solve with a spreadsheet and a reminder.
Clients raise tickets, your techs respond, and the whole thread stays attached to the client record — so the history does not live in someone’s inbox.
Track whether your clients’ sites and services are actually up, from inside the same system you invoice them from.
Certificate expiry is the outage nobody schedules. SUITE watches expiry dates across the domains you manage so a renewal never surprises you.
Publish a status page for a client instead of answering the same “is it down?” call five times.
View, add and remove cron jobs on a server you manage over SSH, without leaving SUITE.
Keep the network layout, addressing and device notes for each client alongside their contacts, jobs and invoices.
Client credentials, device passwords, IPs and serials stored encrypted at rest, with access recorded. Every client network in one place instead of a spreadsheet.
WEB FORMS & BOOKING
A client with a down network should not have to find your email address. A form on your site captures the site address, the service type and how urgent it is, and the request lands as a member, a lead and a pending job at once.
$29.99 per month · all features included. No contracts. Cancel anytime.