SuiteDash

RATING:

4.84

(462)

About 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...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

SuiteDash Pricing

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

SuiteDash kanban board
Slide 1 of 6

SuiteDash Reviews

Overall Rating

4.84

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for SuiteDash

1 - 5 of 459 Reviews

Rick

2 - 10 employees

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.

OVERALL RATING:

5

Reviewed November 2021

Fantastic white label client portal and CRM!

User Profile

Vigneswaran

Verified reviewer

Mechanical or Industrial Engineering, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Complete and reliable business management software with great customer support

Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

PROS

1) It has all the software needed to run a business in one place. Email marketing, CRM, Project Management, Client Portal, Invoicing, you name it. 2) Easy and intuitive navigation on their system. Easy to understand and can complete tasks really fast. 3) Automation on repeating tasks. For example adding customer data into the CRM from signup form and performing email marketing. 4) Whitelabel client portal! Previously we were using a different software for this. With SuiteDash, we can provide our client with needed information right from the same software. This saved us alot of time and money. 5) Their customer support is amazing. Really fast response to solve issues. They also listen to customer's requirements and make improvements on the system. Love them for this!

CONS

The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

Reason for choosing SuiteDash

To eliminate the use of different software for different tasks. With SuiteDashm our team was able to run everything from business chat, project management and CRM in one place. And since it combines everything in one place, the pricing is much more affordable. We save alot of money and time with SuiteDash.

Vendor Response

Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.

Replied August 2020

Lisa

Verified reviewer

Marketing and Advertising, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2022

SuiteDash is an amazing all-in-one CRM (and so much more!)

I never really had a handle on my client interactions; they were always scattered. Now, with SuiteDash, everything is in one place. I can see all of the messages, tasks, client requests, files, etc, that are associated with a project *in one place*. It's practically magic.... truly. I am appreciating how much time I save automating client interactions. Yes, they may take a bit to plan and add to the system but it's SO worth it. Here's an example workflow: send proposal - proposal accepted > invoice is automatically generated; client pays invoice > 5 automations are triggered, including: project template generated, granting client access to resource files, project tasks auto-created and added to my calendar... the list goes on and on!

PROS

SuiteDash is extremely full-featured. It replaces so many other SaaS tools I have cobbled together over the past 10 years. Now I'm able to run my business more efficiently while providing clients with a top-notch user experience. (Yes, I'm referring to the fully white-labeled client portal app that's included!) I am amazed at the myriad ways I have automated my business processes and client interactions so that the experience is high-touch and nurturing. As a business owner who's used to doing everything myself, SD saves me time in the long run because I can set up a workflow once and reuse it forever (or until I change it!). The SD team continually adds improvements and upgrades to the platform, and they actually LISTEN to SD users in their Facebook community. I made a case for adding an additional automation option and was pleased to see it implemented within a few weeks. Very impresssed.

CONS

SuiteDash is a powerful, complex system, so it can be a bit intimidating at first. That's always the downside to any tool that is this feature-rich. It's not something you can learn in a day, but if you're committed to properly planning out your workflows, watching the SD tutorial videos, reviewing the excellent help documentation and taking advantage of the FB user community (don't forget to join!) and SD support team, you'll set yourself up for success. My suggestion... don't rush it. Take your time to learn the system by creating test/dummy accounts and workflows so you can really understand how to use this tool most efficiently and effectively.

Reason for choosing SuiteDash

It just has way more functionality than the alternatives. Plus, the cost was less when I factored in everything. BTW, Hubspot was a total nightmare...not user friendly at all.

Reasons for switching to SuiteDash

I wanted to get rid of lots of separate SaaS tools and replace them with one platform that (almost) does it all!

Anonymous

1 employee

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

3

Reviewed February 2023

It's too complicated to use - need to have an in-house IT to make this one work.

PROS

Well, it's supposed to have everything. Invoicing, project management, CRM, LMS.

CONS

Too bulky, too much work to set-up, quite slow. And cannot integrate with other software as they don't have a public API.

José Gabriel

Information Technology and Services, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2023

SuiteDash - Comprehensive All-in-One Solution for Businesses

Overall, SuiteDash provides a comprehensive solution for managing our business. The features included are very useful, however it takes some time to get used to the interface and make the most of all the features.

PROS

SuiteDash has been an invaluable asset to our business. We love the all-in-one feature that simplifies our billing, customer management, and project management processes. Their customer service is also top-notch.

CONS

SuiteDash does have a bit of a steep learning curve and the interface is a little hard to navigate. Also, their integrations with other software could be better.

Reasons for switching to SuiteDash

SuiteDash stands out from its competitors by offering a more comprehensive all-in-one solution. With features like automated billing, project management, and customer management, SuiteDash offers the tools businesses need to operate more efficiently.

Popular SuiteDash Comparisons