New Business Management Portal & App Design Service

by | Mar 21, 2024 | What's New at Sunnvalley

Introducing SunnValley’s groundbreaking new portal and app design service. This software design is HIPAA-compliant and can fit a large variety of businesses because it’s completely customizable. No more juggling multiple tools and platforms. SunnValley consolidates everything you need into one intuitive interface. We are excited to offer this new innovative solution that replaces several business management tools. This is a great way to automate and streamline operations. It is also a mobile app, which means you can work with your staff and customers on the fly!

Complete Business Management Suite

Here are just a few examples of the types of businesses that can benefit from our comprehensive solution:

  1. Medical Practices: Hospitals, clinics, and individual medical practices can streamline patient appointments, billing, and communications with SunnValley’s integrated features.
  2. Legal Firms: Law offices can manage client cases, track billable hours, and securely exchange sensitive documents using SunnValley’s robust platform.
  3. Consulting Agencies: From project management to client communication, consulting agencies can optimize their operations and enhance client relationships with SunnValley’s collaborative tools.
  4. Educational Institutions: Schools, colleges, and training centers can create and deliver digital courses, manage student enrollment, and track academic progress with SunnValley’s learning management system.
  5. Hospitality Businesses: Hotels, resorts, and event venues can streamline bookings, manage guest interactions, and coordinate staff tasks using SunnValley’s scheduling and collaboration features.
  6. Retail Stores: Retailers manage staff, share reports, manage sales transactions, and launch targeted marketing campaigns using SunnValley’s powerful suite of tools.
  7. Fitness Centers: Gyms, yoga studios, and personal training businesses can schedule classes, track client progress, and manage memberships with SunnValley’s customizable platform.
  8. Real Estate Agencies: Real estate agents and brokerages can manage property listings, track client leads, and automate sales processes using SunnValley’s CRM and marketing features.
  9. Freelancers and Solopreneurs: Independent professionals in various fields, such as graphic design, photography, and writing, can streamline client management, project workflows, and billing with SunnValley’s all-in-one solution.
  10. Nonprofit Organizations: Nonprofits can efficiently manage donor relationships, organize fundraising events, and track program outcomes using SunnValley’s customizable features tailored to nonprofit needs.

These are just a few examples of the diverse businesses that can benefit from SunnValley’s comprehensive business management software. Whatever your industry or business size, SunnValley is here to help you streamline operations, improve efficiency, and drive success.

Here is What our business management software can do

CRM + Funnels:

  • Client Management: Keep all your client information organized and accessible in one place.
  • Deal Stage Pipelines: Visualize your sales process and track deals as they progress through each stage.
  • Assign Salesperson: Easily assign leads and deals to specific team members for personalized attention.
  • Automated Actions: Streamline repetitive tasks and workflows with automated actions.
  • Secure Messaging: Communicate securely with clients and team members within the platform.


  • Projects + Tasks: Manage projects and tasks efficiently with collaborative tools.
  • Project Automation: Automate project workflows to save time and ensure consistency.
  • Work Requests: Streamline work requests and approvals with customizable forms.
  • Time Tracking: Keep track of billable hours and project timelines with built-in time tracking.
  • Live Chat: Communicate in real-time with team members and clients via live chat.


  • Step-by-Step Easy: Guide new clients or team members through onboarding processes with step-by-step instructions.
  • No-Code Automation: Automate onboarding tasks without the need for coding or technical expertise.
  • Decision-Based Filtering: Customize onboarding processes based on client or user preferences.
  • Fully Customizable: Tailor onboarding experiences to fit your unique business needs.
  • Prompts + Reminders: Send automated prompts and reminders to keep onboarding processes on track.

Powerful Billing:

  • Digital Proposals: Create professional digital proposals to present your products or services.
  • Advanced Invoicing: Generate invoices with customizable templates and advanced billing options.
  • Subscription Engine: Manage recurring subscriptions and payments seamlessly.
  • Online Payments: Accept payments online through integrated payment gateways.
  • ACH + Card on File: Offer flexible payment options with ACH and secure card storage.

Secure Portals:

  • Custom URL & Login: Brand your client portal with a custom URL and login page.
  • Custom Dashboards: Create personalized dashboards for clients or team members.
  • Embeddable Forms: Embed forms directly into your website for seamless client interaction.
  • Customize Menus: Tailor menus and navigation to match your branding and workflow.
  • Dynamic Data: Access real-time data and analytics to make informed decisions.

LMS Learning:

  • Create & Sell Digital Courses: Develop and monetize digital courses with ease.
  • Track Participant Progress: Monitor participant progress and engagement with built-in analytics.
  • Fully Branded Experience: Deliver a fully branded learning experience to your audience.
  • Multi-Course Products: Bundle courses together to create comprehensive learning packages.
  • Unlimited Participants: Scale your online courses without limitations.


  • Appointment Scheduling: Allow clients to book appointments online with integrated scheduling tools.
  • Custom “Book Me” Page: Customize your booking page to match your branding and services.
  • Integrated Calendar: Sync appointments with your calendar for seamless scheduling.
  • Event Automation: Set up automated reminders and confirmations for scheduled events.
  • Calendar Sync: Sync appointments across devices to stay organized on the go.

File Exchange:

  • File Transfer: Share files securely with clients and team members.
  • File Requests: Request files from clients or collaborators with customized forms.
  • Folder Generators: Automatically generate folders to organize and store files.
  • Shared Folders: Collaborate on documents and projects within shared folders.
  • File Versioning: Track changes and revisions with version control for shared files.


  • Dynamic Documents: Create dynamic documents and contracts that adapt to client inputs.
  • Automated Contracts: Streamline contract creation and signing with automated workflows.
  • Multiple Signers: Collect signatures from multiple parties on a single document.
  • 100% Compliant: Ensure compliance with legal requirements and industry standards.
  • Full Audit Trail: Track document changes and signing activities with a comprehensive audit trail.


  • Email Campaigns: Launch targeted email campaigns to engage with your audience.
  • Drip Campaigns: Nurture leads and customers with automated drip campaigns.
  • Marketing Automation: Automate marketing tasks and workflows to save time and effort.
  • Pre-Built Templates: Access a library of professionally designed email templates for easy customization.
  • Track Opens/Clicks: Monitor email engagement metrics to optimize your campaigns.

Support Tickets:

  • Track Support Requests: Manage support tickets efficiently with centralized tracking and prioritization.
  • Custom Inboxes + Priorities: Organize support requests into custom inboxes and prioritize them based on urgency.
  • Email to Ticket Functionality: Convert incoming emails into support tickets automatically for seamless communication.
  • Custom Support Forms: Create custom support forms to capture relevant information from clients.
  • Reply by Email: Respond to support tickets directly from your email inbox for added convenience.

Your Branding:

  • Your Logo & Colors: Brand the platform with your company logo and colors for a seamless user experience.
  • Branded Login Page: Customize the login page with your branding to maintain a professional image.
  • Branded Email Sending: Send emails to clients from your own branded email address for consistency.
  • Branded Mobile App: Offer a fully branded mobile app experience to your clients and team members.
  • Custom URL: Use a custom URL to access the platform, further enhancing your brand presence.

Are you ready to streamline your business operations, enhance collaboration, and deliver exceptional customer experiences in a single platform? Start with a free quote or subscription design service. We do offer demos, but if you want to take my platform for a spin, sign up here.

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