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.

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.

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.

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.

Overall a great CRM + Billing + Project Managemet + Client Portal. High quality product with excellent customer support and an impressive roadmap.

Our biggest problem was keeping track of customer communications. Between email, text, slack to name but a few channels it was a mess.

Nothing I honestly can not fault it. Every time I think to myself “I wonder if this software can do this.

The layout need to be upgraded. The team need to develop some drag and drop feature.

I am happy with the implementation. Price is Okay, more like in affordable side.

Stripe integration is awesome since clients can pay the invoices online. Eventhough there is a slight learning curve, the platform is super easy to use once you figure it out.

Set up is very intuitive and their service has really been outstanding, in terms of turnaround time and quality of help.

This is an amazing web application and, contrary to one may think, it is also very affordable. The team also seems very solid, and overall, I feel confident about the future of SuiteDash.

I can set up payment plans or subscription plans, which are awesome and very important for an agency when on ongoing retainers.

It even intergrates with Accounting software like Quickbooks online, which is awesome. This has really simplified the onboarding for me as I am a Solopreneur.

It was a little frustrating at first to figure where to get started because I had no prior experience with CRM management system. So a few months later, I spent an entire weekend completing the setup.

The documentation is great - you will find answers to most of your questions. And if it's not enough - there is excellent support, ready to help you.

There's so much to love about it. As a small business owner, I love how integrated everything is.

A great addition that SuiteDash is the great customer service they provide and the care they provide to their users is second to none.

It is very easy to use and so happy that we don't have to hand write the expense report on the paper anymore.

I like the app based solution as it allows me to input receipts and information quickly. I also like the mileage map function for multi trips.

I recommend it so far, it was easy moving from the previous system to this one and it's definitely worth it.

Everyone really likes the system and it works well. Very quick and cheap implementation and support has been great.

The software is fairly user-friendly, with some flexibility in how you set up your budget. Uploading receipts is quite easy on a laptop.

I love the customer service, they are prompt, clear, and always willing to help seemingly any time of day.

There is loads of online support through live chat, online guides, videos, dedicated support website. The system is pretty easy and self explanatory to use and the reporting abilities are very good.

Also for a large international business like my employer, it has everything you need, and good integration across other platforms.

Very good product, good price, and good service.

M doing my expenses monthly quick and easy which is great.

Viewing receipts - some images cannot be zoomed or orientated. Reports can be awkward to produce.

Ease of use and best interface. All expenses in one place.

Love how the App links to your online account and how the receipt attachments can be categorized for ease of auto recognition.

Easy to submit and mobile friendly - app is really good.

I like the way you can claim your expenditure add reciepts and send off for approval all remotely via the app. I think this is great in the current pandemic.

I like the overall ease of use and simplicity of the software. Anyone should be able to get the hang of using it in a short/reasonable space of time.

Easy to useand very cost effective. Great for sales teams on the road as well we people in the office and the fact it can integrate easily into our Sage 200 finance system is great.

Sophisticated, professional, backed with excellent support.

I sometimes see web application stalling if the data connection is poor and dropping out.

Customer support is really good. And the software is very user friendly.

Great product, customer service is extremely helpful and quick to resolve problems or assist with using the product in the most efficient way.

Love the ease of use for this system, especially with regards to importing several expenses from a corporate card automatically.

It can be a bit confusing when you're submitting a claim in regard to putting in the receipt information versus the claim information.

I proxy for 28 employees and sometimes it can be difficult switching between employees.

Very easy to do expenses quickly and easily. When approving expenses, it's easy to see and track costs.

The website continues to become more user friendly and their resources for troubleshooting are great.

Easy to input receipt information, including uploading of receipts, tight integration with the mobile app.

Integrates well with other systems being credit cards and our ERP. Some aspects of the interface are user friendly.

Reconciliation of credit card charges can be done fairly quickly. Customer service was pretty helpful when I reached out about things.

US Dollar

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 profiles to auto-populate items, taxes and discounts across invoices generated on a weekly, monthly or tri-monthly basis.


SuiteDash facilitates integration with several third-party solutions, such as Zapier, Quickbooks, Stripe, Braintree and PayPal. It is available on monthly and annual pricing and support is extended via documentation, video tutorials, FAQs and email.



LongDescription

File Management

Commenting/Notes

Employee Management

Surveys & Feedback

Electronic Payments

Invoice History

Recurring/Subscription Billing

Time Tracking

Project Templates

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Task Board View

Task Scheduling

SSL Security

Project Billing

Invoice Management

Project Management

Customizable Invoices

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Content Library

Template Management

Scheduling

Data Import/Export

File Transfer

Self Service Portal

Contact Management

Version Control

Project Time Tracking

Hourly Billing

Multi-Currency

Mobile Access

Online Payments

Online Invoicing

Data Security

Billing Portal

Training Management

Tax Calculation

Marketing Automation

Client Portal

Sales Tax Management

Real Time Notifications

Forms Management

Workflow Management

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Task Editing/Updating

Reminders

Invoice Creation

Time & Expense Tracking

Real-Time Chat

Chat/Messaging

Customizable Templates

Mobile App

Billing & Invoicing

Event Calendar

Create Subtasks

Customizable Branding

To-Do List

Reporting/Analytics

Recurring Tasks

Contact Database

Parent Task

Prioritization

Customizable Forms

Client Management

Quotes/Estimates

Drag & Drop

Secure Data Storage

Project Planning

Task Progress Tracking

Employee Portal

Third Party Integrations

Task Management

Live Chat

Document Management

Search/Filter

Portfolio Management

Reporting/Project Tracking

Content Management

Recurring Invoicing

Financial Management

Rules-Based Workflow

Process Modeling & Designing

Forms Automation

Task Tagging

Enrollments/Onboarding

Resource Management

Web browser (OS agnostic)

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

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

SuiteDash

Live Online

Webinars

Documentation

Videos

Webexpenses is a cloud-based travel management solution that enables businesses to streamline operations related to invoicing, corporate travel, expense auditing and more. It provides mobile applications for Android and iOS devices, which helps professionals manage expenses and digitally scan paper receipts using Automatic Character Recognition (ACR) functionality.


Webexpenses allows enterprises to submit, approve, manage or report expense claims and utilize the artificial intelligence (AI)-enabled machine learning (ML) technology to handle booking processes and retrieve itineraries as per individual preferences. It lets users ensure compliance with corporate travel policies and view employees' travel history or invoices. Additionally, finance teams can utilize the platform to automate accounts payable (AP) processes and gain visibility into supplier invoices.


Webexpenses facilitates integration with various third-party systems such as Sage, Oracle NetSuite, Xero and Microsoft Dynamics 365. Pricing is based on the number of users and support is extended via FAQs, live chat, phone, email and other online measures.



Real Time Analytics

Customizable Reports

Spend Control

Policy Management

Single Sign On

Mobile Receipt Upload

Approval Process Control

Data Extraction

Categorization/Grouping

Duplicate Payment Alert

Mileage Tracking

Audit Trail

Configurable Workflow

Booking Management

Compliance Management

Real Time Data

Vendor Management

Expense Claims

Credit Card Management

Real Time Updates

Invoice Processing

Online Booking

Currency Conversion

Fraud Detection

Travel Management

Receipt Management

Accounting Integration

Dashboard

Expense Tracking

Audit Management

Real Time Reporting

PO Reconciliation

Corporate Card

Reimbursement Management

Approval Workflow

Restriction Management

The Webexpenses solution can be configured to your exact requirements. Pricing is based on number of active users submitting expenses a month and the features your business requires. Users can make unlimited claims for a fixed fee. Monthly prices do not include configuration fees. There are no long term contracts just a 90 day notice period. Android and iPhone apps are available free of charge to Webexpenses clients.

SuiteDash vs webexpenses

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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