Suitenote
A better way to grow your revenue and scale your business.
An all-in-one platform that replaces the dozen tools small and mid-sized businesses cobble together — CRM, invoicing, scheduling, documents, payments, customer support, projects, and AI workflows — in one customizable suite.
What's included
- CRM & customer relationships. Contacts, accounts, deals, communication history, and segments.
- Invoicing & payments. Send invoices, set up recurring billing, accept payments through Stripe, NMI, Authorize.Net, EPX, and other certified processors.
- Online scheduling & bookings. Public booking pages with custom URLs, embedded calendars, and automated reminders.
- Tickets & customer support. Public submission forms, ticket pipelines, SLAs, and automated routing.
- E-sign & documents. Send contracts and legal documents for signature, track status, and store signed copies.
- Email campaigns. Broadcast email with deliverability through Postmark, suppression handling, and segmentation.
- Projects, tasks, and jobs. Assign work, dispatch field jobs, track time, manage labor and materials.
- Forms & data collection. Build custom public-facing forms tied directly to your records.
- Customer portal. Branded portal where customers view invoices, pay, sign documents, and submit tickets.
- Workflows & AI agents. Automate routine tasks; AI agents help with research, drafting, and judgment calls.
- Accounting integrations. Sync with QuickBooks; clean, professional reports one click away.
Who uses Suitenote
- Service businesses dispatching field jobs (fleets, HVAC, contracting, logistics)
- Property managers tracking units, tenants, leases, and recurring rent
- Education programs managing students, enrollments, courses, and progress
- Member organizations and boards running meetings, motions, and committees
- Any small-to-mid-sized business that wants one tool instead of ten