SuiteDash is an all-in-one software solution designed to elevate your business operations. It provides a fully branded portal for client interaction, team collaboration, and business management. The platform integrates multiple tools, eliminating the need for separate applications. With SuiteDash, businesses can streamline their processes, improve productivity, and enhance customer engagement. It's a comprehensive solution for businesses seeking efficient and effective management in one centralized location.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is SuiteDash?
  • 04How SuiteDash compare to similar software?
  • 05Who is SuiteDash best for according to our reviewers?
  • 06SuiteDash Reviews

What is SuiteDash?

SuiteDash is a comprehensive business management tool that automates lead generation and onboarding processes. It allows businesses to embed intake forms on their websites and guide clients through an automated onboarding process. SuiteDash offers a fully white-labeled portal, enabling businesses to customize the platform with their unique logo, colors, URL, and login page. It also provides a white label mobile app at no extra cost. Beyond CRM functionalities, SuiteDash covers all aspects of business processes, including contract signing, file sharing, appointment booking, and secure messaging. It also enables team management through project creation, task assignment, live chat, and time tracking for billing purposes. SuiteDash also offers features to optimize workflow such as Kanban project view, auto-generating project profiles, and sequenced project templates.

Pros from reviewers

  • Centralized client interactions: SuiteDash allows for all client interactions to be managed in one place, including messages, tasks, requests, and files, making it easier to oversee projects and improve efficiency

  • Automation of business processes: SuiteDash offers automation features that save time and streamline operations, such as automatically generating invoices, creating project tasks, and providing client access to resources

  • Comprehensive and feature-rich: SuiteDash is a comprehensive solution that replaces multiple other tools, offering a wide range of features that enhance business efficiency and client experience

  • User-friendly and client-oriented: SuiteDash is designed to be easy to use and focuses on client needs, improving business operations and client communication

  • Customization and integration: SuiteDash offers extensive customization options and integrates well with websites, allowing for a personalized user experience and improved client engagement.

Cons from reviewers

  • Lack of understanding of European credit card requirements: SuiteDash has been criticized for not understanding European credit card requirements, leaving most of Europe, including the UK, without Stripe payment processing

  • Limitations with certain products: Some users have reported limitations with certain features of SuiteDash, such as the Forms, although these issues can often be overcome using integrations like Zapier.

  • Slow load times: Despite having a high-speed internet connection, users have reported that SuiteDash often takes up to 10 seconds to load pages, which can be frustrating and time-consuming

  • Steep learning curve: Due to its comprehensive and feature-rich nature, SuiteDash can be overwhelming for new users and requires some time to fully learn and customize

  • Confusing design: Some users find the interface of SuiteDash unattractive and confusing, and have had to add their own code to improve its look

Main features

Starting Price

$19

/ month

Free Plan

No

Invoicing + subscriptions

Cloud proposals + esigning

Projects + templates + automation

Cloud file storage + transfer

Appointment booking + automations

Who is SuiteDash best for according to our reviewers?

  • Project Managers: SuiteDash offers a comprehensive project management tool that allows for easy tracking of tasks, client requests, and files, making it a great fit for project managers who need to keep everything organized in one place

  • Small Business Owners: These individuals can benefit from SuiteDash's all-in-one solution that centralizes client interactions, automations, and business processes, saving them time and increasing efficiency

  • Web Developers: With its extensive customization capabilities and integration with websites, SuiteDash is a suitable tool for web developers looking to streamline client communications and direct traffic to their sites

  • CRM Users: Those looking for a robust CRM will find SuiteDash's features, such as customer segmentation, content delivery, and sales automation, beneficial. It also offers a fully custom-branded Customer Portal that enhances customer engagement

  • Companies Handling Sensitive Information: SuiteDash's HIPAA compliance and trustworthiness make it an excellent choice for businesses that handle sensitive documents and communications, such as medical companies.

  • SuiteDash Reviews

    4.7

    SuiteDash rating

    0.0

    Ease of use

    0.0

    Customer service

    4.9

    Value for money

    4.7

    Likelihood to recommend

    4.8

    Features

    18 SuiteDash Reviews

    4.7 (18 reviews)
    Leave a review
    • Marie D

      Suitedash: Our Game-Changer in Business Efficiency

      SuiteDash has been crucial in helping us streamline our organization. Previously, we depended on around five different platforms, but now we can concentrate more on our service. The support we've received has been thorough and impressive, given SuiteDash's various features. There's not much I dislike about the software, although there's a lot to learn and some limitations with products like the "Forms". However, we've been able to overcome these issues using integrations like Zapier. We chose SuiteDash because it offered a lot of value for the price, considering our company's current position. The vendor responded positively to our feedback, assuring us that they are constantly working to improve and will take into account our comments about the Forms. They also expressed appreciation for our support.

      August 6, 2024

    • Noemi G

      Delivers a Strong Impact

      I am pleased with SuiteDash and its capabilities that cater to my specific needs. Although it provides a plethora of options and functions, I initially found it overwhelming to consider all of them simultaneously. As a result, I've taken breaks and returned to it in smaller doses. SuiteDash is a comprehensive client management system that enables businesses to gather project-related information from their clients. It assists in updating, storing, organizing, and collaborating on data, which is crucial for effective project management. The application has a customizable and professional interface that I can easily tailor to my needs, including white labeling options that allow me to brand everything with my own domain. The custom client portal is user-friendly and impresses prospects, while clients appreciate the streamlined and organized structure that facilitates engagement with the process. Setting up the All-in-One platform was initially a bit overwhelming, but it offers a broad range of functions. Currently, I am only utilizing a fraction of these functions, but I intend to gradually incorporate more as part of my workflow.

      July 29, 2024

    • Ralph S

      Comprehensive All-In-One Solution

      After testing 40 different CRMs and struggling with my previous one for 8 years, I finally made the switch to SuiteDash and haven't looked back. I value the support, ease of use, and the range of options it offers. The onboarding and communication process is also praiseworthy. Even though the software is quite comprehensive and there's a lot to absorb, I don't see this as a negative. I chose SuiteDash because it's a complete and superior product. My previous CRM, ZOHO, was a rip-off with terrible support, and it nearly ruined my business four times. I'm thankful for SuiteDash's comprehensive and user-friendly software, and their supportive and knowledgeable team. Despite the vast number of features, they're always striving to make the software easier to use. I'm pleased I switched to SuiteDash, it's a better fit for my business. I appreciate their ongoing efforts to enhance their product based on customer feedback.

      July 23, 2024

    • Joan Jones

      Exceptional Customer Support: Responsive, Knowledgeable, and Always Ready to Assist

      Lastly, the customer support has been exceptional - responsive, knowledgeable, and always ready to assist.

      July 14, 2024

    • Danielle Miller

      Exceeding All Expectations

      I am highly impressed with SuiteDash. The company genuinely values its customers' success and provides unparalleled support. I was initially looking for a CRM, but SuiteDash offered much more, including a fully custom-branded Customer Portal that enhances customer engagement with my brand. A standout feature is "Circles", which simplifies customer segmentation and content delivery, allowing for a personalized customer experience. The portal enables me to share documents, resources, invoices, and even a learning section for customer orientation and training. The platform is robust, with features like email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. It feels like having a custom-developed system without the hefty price tag. However, the numerous options do require some time to learn, despite being intuitive. Thankfully, the support is excellent, with many tutorials available. I chose SuiteDash because it's an all-in-one system, covering client acquisition, relationship management, content delivery, Learning Management, and Marketing.

      July 8, 2024

    • Renata G

      Enhanced Marketing Success and Informed Growth: A Review of Integrated Email Marketing Tools

      The integrated email marketing tools have boosted my marketing efforts, allowing me to reach more potential clients. The reporting feature has provided valuable insights into my business performance, helping me make informed decisions for growth

      June 30, 2024

    • Philip N

      Client Portal: A Time-Saving Hit

      The client portal has been a hit with my clients, providing them with a user-friendly platform to access their projects and communicate with me. The automation features have saved me countless hours by eliminating repetitive tasks

      June 22, 2024

    • Philomena

      Efficient Financial and Project Management for Freelancers

      As a freelancer, the invoicing and payment features have simplified my financial processes, saving me time and reducing errors. The project management tools are intuitive and robust, making it easy to keep track of multiple projects at once

      June 15, 2024

    • Keith

      A CRM that Fails to Process Payments, with a Nonchalant Attitude from Management

      Overall, my experience with SuiteDash has been satisfactory, despite its slow load times and confusing design. I value the software, the community, and the staff, but a recent incident has left me disappointed. I'm heavily integrated with SuiteDash, so leaving would be a big decision, but I'm currently questioning if they truly prioritize my needs. SuiteDash is a great platform when it works correctly. It's slower than I'd prefer and the design isn't very appealing, but it's open and has a lot of potential. Despite my high-speed internet, the platform often takes 10 seconds to load pages. The interface is unattractive and it feels strange having to add my own code to improve its look. My main issue is their lack of understanding of European credit card requirements, leaving most of Europe, including the UK, without Stripe payment processing. They've been aware of this issue for over a year.

      June 10, 2024

    • Sara B

      Highly Adaptable and Cost-Effective SuiteDash

      SuiteDash doesn't charge extra for features like its competitors. They constantly update their product with new features, including webhooks which is significant for automation. However, I find the user interface could be faster and there's a bit of a learning curve to fully utilize SuiteDash. I chose SuiteDash over Agiled because the latter wasn't progressing quickly enough from a UI standpoint. I switched from SuperOkay as it felt like a stagnant product with no integrations and limited features. SuiteDash responded to my review, showing their commitment to improving the platform's performance and making the learning curve less steep. They appreciated my feedback and encouraged me to reach out with any further questions or suggestions. I find SuiteDash to be a better value than other options I've tried.

      June 4, 2024

    • Jeffrey M

      Outstanding Software Solution!

      Fantastic! I'm really impressed with SuiteDash. It's an all-in-one software solution that's so comprehensive it takes some time to fully learn and customize to my needs. I chose SuiteDash because it offers an all-in-one solution at a reasonable cost, and it helps me manage my business, tasks, projects, and portal among other things. I switched to SuiteDash because I was looking for a comprehensive solution. I appreciate the vendor's response and their understanding of the learning curve involved with such a robust platform. I'm committed to mastering it and I'm glad to be part of the SuiteDash community. I know they're there to support me every step of the way and I feel valued as a member of the SuiteDash family.

      May 28, 2024

    • Greta D

      White-Label and File Sharing: Boosting Business Efficiency

      The white-label feature was a game-changer for my business, allowing me to present a professional, branded interface to my clients. The file sharing feature has made collaboration with my team and clients seamless and efficient

      May 18, 2024

    • Thomas Williams

      SuiteDash: Your Ultimate Client Portal Solution

      I use SuiteDash daily for all aspects of my business. I find it user-friendly and client-oriented, which has significantly improved my operations. SuiteDash allows me to consolidate all my client information and communications in one place, making it always accessible to the client. I especially appreciate its integration with our website, which helps me direct clients to our site daily, keeping our latest messages prominent. The only downside, which is also its strength, is its endless customization ability. This means initial setups might take longer, but it also enables me to do things that no other product can. I chose SuiteDash because it's a comprehensive solution that doesn't require additional purchases, everything is included and fully functional. The vendor responded positively, acknowledging that the customization ability may require longer initial setups, but it's also the product's greatest strength. They were pleased that SuiteDash has become a crucial part of my daily business operations and has been a game changer for me.

      May 13, 2024

    • Linda Davis

      Efficient Task Management and Improved Client Relationships with Integrated CRM System

      its comprehensive features allowed me to manage tasks, track progress, and communicate with my team all in one place. The integrated CRM system has significantly improved my client relationships and retention rates

      May 4, 2024

    • Doris C

      SuiteDash: The Ultimate CRM Solution and Beyond

      I used to have difficulty managing my client interactions as they were scattered. But with SuiteDash, everything is now centralized. I can see all messages, tasks, client requests, files, etc., related to a project in one place. It feels like magic. I value the time I save by automating client interactions. It might take some time to set up, but it's definitely worth it. For example, once a proposal is accepted, an invoice is automatically created. When the client pays the invoice, several automations are set off, including generating a project template, giving the client access to resource files, auto-creating project tasks and adding them to my calendar. The list continues. SuiteDash is incredibly feature-rich. It replaces many other SaaS tools I've used over the past ten years. Now, I can run my business more efficiently while offering my clients a top-tier user experience. I'm amazed at how I've automated my business processes.

      April 27, 2024

    • Lauren A

      SuiteDash: Streamlining Project Management Workflow

      As a project manager, I found SuiteDash to be an invaluable tool for streamlining my workflow

      April 20, 2024

    • Kathleen D

      This Software is AMAZING!

      I find SuiteDash to be an incredible tool. It's a single software that can manage an entire company, saving massive time with its automations. I highly recommend it for any small business. Replacing it would require purchasing multiple other tools, costing more money and not integrating as well.

      April 16, 2024

    • Bruce Davis

      Top Notch!

      I use several platforms that are essentially a business in a box and have revolutionized how I run my businesses. However, SuiteDash stands out as the best for my most serious business, where we handle sensitive medical documents and communications internationally. HIPAA compliance is just the start of our considerations, and we cannot afford to be hacked. Among all the companies I use for this service, SuiteDash is the only one I trust to this extent. Their platform is scalable, their support is excellent, and they consistently meet their impressive roadmap objectives. The number of features on their platform is overwhelming, but they are initially hidden to avoid confusion. Rest assured, if there's something I want to do with my company's dashboard, SuiteDash will have a way to do it. The features and possibilities are endless. I highly recommend SuiteDash!

      April 16, 2024