SuiteDash CRM & Automation Specialist – One-Time Setup

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: TYPE OF WORK

Gig

: SALARY

5

: HOURS PER WEEK

TBD

: DATE UPDATED

Aug 8, 2026

JOB OVERVIEW

Project: One-time setup
Initial scope: 30–40 hours
Company: Claeritas
Potential for future work: Yes

Claeritas is looking for an experienced SuiteDash specialist to set up our CRM, sales pipeline, client portal and onboarding system.
We want to use SuiteDash as our main CRM and client-facing platform, from lead generation through sales, onboarding and ongoing client support.

What we want to build? The initial setup will include:

CRM structure and custom fields
Lead generation and lead management
Sales/deal pipeline
Marketing automations and drip campaigns
Appointment booking for our Sales Converter
Kickoff forms and client intake
Proposals and estimates
Contracts and e-signatures
Client onboarding FLOW
Secure client portal and file exchange
Client Support / ticketing
Basic team onboarding area
User roles and permissions
Claeritas branding and client experience

A key requirement is that clients must never be able to see other clients or their information/files.

Automation
We want to use SuiteDash automations to move leads and clients through our process as efficiently as possible.
For example:
Lead ? CRM ? Marketing/Nurture ? Interested ? Sales Call ? Proposal/Estimate ? Contract ? New Client ? Onboarding ? Client Portal

We want the system to be structured so that our team can manage and customize it themselves after the initial setup. We are looking for someone who has:

Strong hands-on SuiteDash experience
CRM setup experience
Automation/workflow experience
Client portal experience
Experience with pipelines, forms, proposals and onboarding
Strong understanding of permissions and client data separation

Experience with ClickUp is a plus, but integration with ClickUp is not required.

Important. We do not want an overly complicated system.
The goal is to fast build a clean, professional V1 within 30–40 hours, which we can test with our first clients and expand later.
The detailed implementation requirements will be provided to the selected candidate.

To apply, please send:
Examples of SuiteDash systems you have built
Your experience with CRM and automation setup
Examples of client portals/onboarding systems you have created
Your hourly rate and your monthly SuitDash maintenance fixed price and what included.
Your estimated hours for this project
A short explanation of how you would approach the setup

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SuiteDash CRM & Automation Specialist – One-Time Setup

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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