SuiteDash

RATING:

4.8

(546)

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 2023
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 546 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

Coach

Verified reviewer

Management Consulting, 2-10 employees

Used monthly 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 2023

A ton of tools that all integrate

SuiteDash solves a major integration problem for us. Everything is tied in and connected to the company/client, and while we're still working on our implementation, it's looking like the long term winner for our shop

PROS

A quick note, we're still in the middle of our SuiteDash implementation, but here's what I love about SD:1. Everything's integratedFrom email lists to Invoices to portals to LMS, SD is beautiful for small and medium boutique consultancies. We've had multiple platforms, which usually don't talk to each other. All components connect back to the client.2. Everything's accessibleI can share out whatever is needed with multiple people at a shop. My previous platform did not have that capability. And nothing is that hard to implement.3. Everything's still developingEven since starting with SD, we've seen new features appear. It's nice to know that as cool as it is, it's getting better.

CONS

At the time of this writing, there are two features I need that I'm still using another plaform for:1. Native Outlook Online (Microsoft 365) Integration for CalendaringCurrently the only way to integrate Exchange Online is to use Zapier or similar services, which is fine but I'm trying to use less platforms, not more. Google calendar is supported out of the box, which is not a surprise, Google makes their api's open and easy to use. But in my circles, Google Calendar is a mark of amateur night in Dixie, so we moved out of it last year.2. Quizzes for the LMSIt's nice to have an LMS built in, but without a way to validate user consumption, it's not very helpful. Quizzes are supposed to be on the way, and I trust that they are, so I'm looking forward to ditching another platform and bringing that into SD as well.

Reason for choosing SuiteDash

Everything's already integrated (except Exchange Online for calendaring)

Reasons for switching to SuiteDash

Capability, customer portal more secure

Vendor Response

Hi Coach C, Thank you for your fantastic review of SuiteDash! We appreciate your feedback and are thrilled to hear that our integrated platform has been valuable for your management consulting firm. We understand the importance of having all the necessary tools in one place and ensuring seamless integration between them. We're delighted that SuiteDash has provided accessibility and the ability to share information easily with multiple people. Our goal is to simplify implementation and make it user-friendly for our customers. We're constantly working on enhancing and developing new features, and we're glad that you've noticed the improvements since you started using SuiteDash. Our team is dedicated to continuously improving SuiteDash to meet the evolving needs of our customers. Thank you for choosing SuiteDash and for your positive review. Your friends at SuiteDash

Replied July 2023

Tnaz

E-Learning, 1 employee

Used weekly for more than 2 years

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

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

I've bought at least three portals since I became a member!

I purchased 3 client portal from them over the span of 2 years, so that says alot. And I keep coming back...lol

PROS

When i first signed up, I didn't really care for it. But after creating my cleint portal, i realized what a rare gem i found. Suitedash has a really strong loyal community, and i became one. Largely because of the following: a. Support is super fast and efficient. They know what they are doing. b. They are constantly offering lifetime deals which saves you thosuands in the future c. Suitedash is always improving and their product roadmap is constantly being worked on and features being added, ehich makes the lifetime deals worth it. d. The final product looks gorgeous and you can really personalize the cleint portal to your hearts content. e. Other members create and offer templates which you can copy for free f. They really do listen to their customer base

CONS

Email notifications are great for forms and everything else. However, there are no notifications for when someone sends you a live chat from within the portal. I hope in the future that this changes. I wish there were more updated templates, as it can be frustrating setting up client pages if you are completely new. There is a bit of a learning curve, but there is a youtube academy for it, if you are patient. LOL. Which there were more app integrations and which zapier integrations had more triggers.

Reason for choosing SuiteDash

It has everything I needed to create a truly white label client portal for a more affordable price

Vendor Response

Hi there, Your thorough review of SuiteDash is appreciated. We're thrilled to have you in our community. Your positive feedback on our support team, lifetime deals, continuous improvement, and personalization aligns with our goals. Your acknowledgment of our commitment to listening to our customer base is encouraging. We appreciate your constructive feedback on live chat notifications, templates, and app integrations. Your loyalty, evident in your three client portal purchases over two years, is greatly appreciated. Thank you for choosing SuiteDash. We look forward to continuing to meet your needs and enhancing your experience. Thanks, Your friends at SuiteDash

Replied January 2024

User Profile

Mike

Verified reviewer

Marketing and Advertising, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

1

EASE OF USE

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed April 2022

A CRM that can't take payments, and an "it is what it is, deal with it" approach from management.

Overall it's been good. Despite the infuriating load times and confused design, I like the software and the community. I also quite like the staff. But this experience, and the response from [SENSITIVE CONTENT] has left me with a very sour taste in my mouth. I'm rather heavily integrated with Suitedash, so upping and leaving is a big decision but I currently can't trust that they have my interests at heart.

PROS

Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential.

CONS

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it. It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid. But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid. They have known about this for over a year. Some of their clients tried warning them, but were ignored. The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

Reasons for switching to SuiteDash

Because I'm only human, and humans make mistakes.

Tiffany

Financial Services, 11-50 employees

Used daily 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 January 2024

SuiteDash makes my life easier

PROS

Easy to use system for my clients and team.

CONS

It takes a little work to set it up but I used the training videos and was to get it done.

Reason for choosing SuiteDash

The price was great and the training tools were helpful in getting it up and running.

Reasons for switching to SuiteDash

Streamlined process made it easy to use and bring all my business into one system.