SuiteDash

RATING:

4.8

(567)

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 2024
Software Advice's FrontRunners report ranks top products 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
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SuiteDash Reviews

Overall Rating

4.8

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 567 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

Harmanpreet Singh

Verified reviewer

Information Technology and Services, 2-10 employees

Used weekly for less than 12 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 May 2024

Packs a Punch

PROS

This tool is packed with features essential for running your day-to-day business operations. It has everything you can think of, all in one place: contact forms, lead management, document signing, marketing tools, support tickets, file management, invoicing, and automation. This comprehensive suite of features makes it an amazing tool for any business.

CONS

With that many features and tools, you can find yourself lost at first.

Gary

Real Estate, 2-10 employees

Used weekly for less than 2 years

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 June 2024

Exactly what we were looking for!

We are extremely pleased with our decision to implement SuiteDash into our almost daily workflow. It has checked all of the boxes we were looking for and more, and did so in one concise package, which is so hard to find. Like I am sure most businesses these days, we found ourselves switching between so many different programs and SuiteDash has solved this problem. I highly recommend giving SuiteDash a try, you will be happy you did!

PROS

Our main focus was to find a program that could create a custom user experience within a fully branded (white label) portal. SuiteDash truly hits this one out of the park! But that proved to be just the beginning. After setting up our initial workflows and experience, we were able to build upon this and use even more of the software capabilities. For client-based interactions, we now regularly use SD for eSigning documents, secure file exchange (transfer & requests) along with secure messaging. Internally, we have automated the onboarding to populate the CRM and also use the project management functionality. Our final stage of implementation will be to transition our current dedicated marketing platform over to SuiteDash and to combine their email marketing, sales funnels and ultimately the Invoice/Billing functionality. We hope to update our next steps and experience after utilizing SuiteDash to its full potential!

CONS

To take full advantage of this very robust software, there is a bit of a learning curve, but there are plenty of comprehensive, yet easy to understand resources that walk you through step-by-step everything you need, along with an active community, responsive support staff and additional third-party resources dedicated to helping get everything setup perfectly. I would also recommend setting up the most important workflows first, begin using the software and then build upon that foundation as needed.

Charles

Financial Services, 2-10 employees

Used daily for less than 12 months

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

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2022

Lacked basic functionality of nearly all other CRM systems

Support was good but the software does not do some of the basics of a CRM system very well. so very disappointed

PROS

One price irrelevant of how many users and seemed on initial inquiry to do everything we wanted

CONS

Lacked basic functionality - It has no reminders built in ( This is a deal breaker for me) - So if you send a document or ask a client to complete a task you cannot set up a reminder email automatically to the client to get them to complete the task. Yet this function is available in the invoice section. This makes no sense to me .Also no automatic reminders for appointments or workflows. This alone makes it impossible to set up good automation within projects. Unfortunately, it does not do what it says it does very well. Also, there is no centralized view of a client so if different people send emails to clients you cannot see in one place ( without impersonating a client's view) all communication with a client. It is ridiculous to have that view available to a client and not the super administrators.After looking at workarounds for ages we decided to cut our losses and stop using the software.

Reason for choosing SuiteDash

seemed to do a wider range of things at a lower cost

Reasons for switching to SuiteDash

Lower pricing and seemed to offer wider functions

Jamar

Design, 1 employee

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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

NICE INVESTMENT!

I'm Beyond Pleased, wish i would have jumped on board earlier. so i know more

PROS

I started using SuiteDash for my business, and it's been a game-changer. It combines all the essential tools I need in one platform. I can streamline client communication, automate lead generation and onboarding, manage projects, handle invoicing, subscriptions, and email marketing campaigns - all in one place. While there was a slight learning curve initially, the platform's intuitive interface and extensive capabilities have significantly improved my workflow and productivity. The exceptional customer support, secure file management, and HIPAA compliance provide peace of mind. SuiteDash has exceeded my expectations by offering a comprehensive, easy-to-use, and secure solution for all my business needs. It simplifies daily operations and enhances the client experience. I highly recommend SuiteDash to any business looking to consolidate tools and boost efficiency.

CONS

for someone who prefers a more minimalist approach or enjoys using multiple specialized tools for different tasks, the all-in-one nature of SuiteDash may feel overwhelming or restrictive, but it's worth it.

Reasons for switching to SuiteDash

I read the reviews in the. decided to give it a try. Overall Suitedash Is winning right now compared to the functionality and everything else