Is SuiteDash right for your business?

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best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
Frontrunners

Frontrunner 2021

Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

What is SuiteDash?

SuiteDash is a business management solution that helps organizations streamline operations related to workflow optimization, subscription management, feedback collection, file storage and more on a centralized platform. The project management module provides a built-in kanban board, which lets employees visualize task status and progress. SuiteDash allows staff members to create online client proposals and automatically convert them into invoices to receive payments. Administrators can track time spent by employees on tasks or projects and generate estimates or bills based on pre-set hourly rates. It offers an internal instant messaging tool, which lets team members establish two-way communication in real-time. Additionally, supervisors can create recurring profile... read more

Jump to:

SuiteDash kanban board
SuiteDash kanban board
SuiteDash autoresponders
SuiteDash autoresponders
SuiteDash action configuration
SuiteDash action configuration
SuiteDash client groups
SuiteDash client groups
SuiteDash invoice
SuiteDash invoice
SuiteDash recurring billing
SuiteDash recurring billing
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User Review Highlights

4.86

411 Reviews

5
366
4
34
3
5
2
2
1
2
4.5

Ease-of-use

out of 5
5

Customer Support

out of 5
5

Value for money

out of 5
5

Functionality

out of 5
  • icon"Making the portal both client friendly and easy to use for myself. Also the ability for clients to put in work requests that can populate direct to an invoice, makes getting payment so easy."
  • icon"The ability to do everything in one platform is nice. I don't have to use everything to get the greatest use out of it either."
  • icon"The client portal customisation is awesome - the best I've used. The tool is so feature rich that it will take me a long time to truly implement and use all of them - so cool."
  • icon"I find that it's not intuitive enough to call some functions in the app and that leaves us to frustration and frustration leave us to abandon the app."
  • icon"Nothing I honestly can not fault it. Every time I think to myself “I wonder if this software can do this."
  • icon"The layout need to be upgraded. The team need to develop some drag and drop feature."

Read user reviews

How much does SuiteDash cost?

Flat monthly fee, no contracts, no per user fees, no additional fees

Starting price

$19.00 per month

Free trial

Available

Free version

Not Available

Which features does SuiteDash offer?

Core features:

Access Controls/PermissionsActivity DashboardActivity TrackingAlerts/NotificationsBilling & InvoicingBilling PortalCalendar ManagementChat/MessagingClient ManagementClient PortalShow more features +

People who reviewed this software give it a 5 star rating for functionality.

How easy is SuiteDash to use and deploy?

SuiteDash supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about SuiteDash

4.86/5 out of 411 Reviews

Showing 1 - 5 of 409 reviews

Rick

Company size: 2 - 10 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

November 2021

Fantastic white label client portal and CRM!

User Profile

Amanda

Verified reviewer

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

I Have tried MANY CRMs and I am finally Home!

I am tracking sales leads, sending automated emails to new prospects, and invoicing clients. It truly has been a blessing. I also love that I can have my team on board. I was able to replace Dubsado, Slack, AWeber, and a few other tools with SuiteDash.

Pros

I switched to SuiteDash after using Dubsado for 4 years and trying a few other CRMs while using it. I needed the functionality of Dubsado but more robust features and SuiteDash delivered! This is exactly what I have been waiting for.

Cons

The functionality of the calendar booking system is not great, but I solved that by pairing Trafft with it using a ZAP!

Reasons for choosing SuiteDash

I am in LOVE with the client portal! With Dubsado I would CONSTANTLY have to explain to people how to pay and how to find their login and where to go. Suite Dash makes this all so simple. No issues with invoices at all!

Isaac

Company size: 1 employee

Industry: Information Technology and Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

SuiteDash changed everything about how I do business and I've never looked back

SuiteDash has streamlined my operations, saved me money, made me money, and I will admit to watching SuiteDash videos on YouTube in my spare time just for funsies. The platform is amazing and exciting; it's fun to use and fun to learn about. Since installing SuiteDash, I was able to off-load my billing platform, scheduling application, document creation / e-Signing application, internal staff communication application, and my email marketing application. That's FIVE line of business applications absorbed by SuiteDash, and I haven't missed any of them since I converted.

Pros

This is the most powerful piece of software I've ever used in my business. It does everything and most importantly, it does it WELL. Most "all-in-one" software applications do plenty of things. Poorly! SuiteDash does all these things better than most specific-use applications do them. I was impressed with SuiteDash from day one, and continue to be more impressed every day. As I get to use the program, I learn about new features and powerful things that I never knew I could do. On top of that, they are constantly developing the platform and introducing exciting new features. I'm such a fanboy for SuiteDash, I browse YouTube almost daily for any new videos with anything to do with the platform. Why? Am I really that nerdy? Simple: SuiteDash is actually FUN to use. I am daily excited by the idea that I have such an incredibly powerful tool at my disposal that is honestly a joy to navigate and explore. SuiteDash lets me be creative in ways I didn't expect. As I tell my colleagues: SuiteDash is more about what you want to do rather than what the software does. It's so powerful, you can accomplish anything you like. The hardest part is deciding how you want your process to flow. SuiteDash does the rest.

Cons

I get that we have to have cons to balance things out, and there's only one I can see from here. It's not REALLY a "con", more of just a challenge. SuiteDash is not intuitive to learn for the new user. The learning curve is steep as there are some concepts very different from other CRMs or software packages. All of it makes sense when you put it together, and there is ample documentation for the new user to figure it out by their own efforts. It does, however, take real effort to figure out the basics and really have it sink in. This is, in my mind, actually a good thing. Software that can be mastered in one sitting is generally very simple-use software, and the steepness of the learning curve speaks to the true power of the platform. If you can dream it, you can do it.

Reasons for switching to SuiteDash

I was willing to sacrifice the server automation aspects of WHMCS in favor of a platform that's easier to use, and that gives my clients a far more modern experience. I love the control I have over the design in the portal AND the processes, and how everything flows together. WHMCS handled my server and billing; SuiteDash handles my entire business. I'm happy to pull a few reports on the server directly once in a while to be able to have an easy to use platform with modern design that gives my clients a better experience.

Rebecca

Company size: 2-10 employees

Industry: Professional Training & Coaching

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

June 2022

Great concept w/ hidden costs

As stated above, SuiteDash is always adding new features. BUT as they add on these new features, they will remove certain 'components' of existing features to force you to upgrade and pay more monthly to make it functional. I still like the 'idea' of the product, and, I've purchased already so I'm immersed. For the parts they're removing, I could just as easily have Asana, Zoho invoice, Thinkific, and ConvertKit= all FREE, open and functional at the same time. Tread lightly when purchasing.

Pros

-All in one dashboard -LMS features (thought has been changed since I initially paid) -

Cons

-Learning curve -As they add on new features, they will remove 'components' of existing features to force you to upgrade and pay more monthly

Reasons for choosing SuiteDash

I was grandfathered in at a lower rate, but still had almost all of the features, until they keep upgrading.

Marie

Company size: 2-10 employees

Industry: Consumer Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

What was my life before SuiteDash?

My company specializes in client experiences and journies. This tool allows me not only to manage the leads and clients I currently have, but I manage my entire company through SuiteDash. I'm able to successfully manage my billing, my clients have access to a portal, my emails marketing, my staff, and even my project tracking! The benefits are endless!

Pros

The overall system is a powerhouse and can be used within any small business. The forms are customizable and easy to use. The Client Portal includes file sharing, pipelines, project management, and client communication! There are an endless amount of features that create a beautiful and smooth client journey!

Cons

The only downfall is that you have to learn how to set it all up BUT their Support Team is responsive and there are Agencies that can set up your entire system!

Reasons for choosing SuiteDash

There is truly no other tool that can compare to SuiteDash. Period.

Showing 1 - 5 of 409 reviews

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