SuiteDash

RATING:

4.8

(537)

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 537 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

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!

User Profile

David

Verified reviewer

E-Learning, 1 employee

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

4

FUNCTIONALITY

4

Reviewed May 2023

Serendipity: I was only looking for a portal, I found everything

Oh my experience with suite dish has been...Awesome... I am starting starting a business and I'm all over the place. As a solopreseur I wear all the hats and suite Dash helps me wear them well

PROS

I like that it gives me the ability to run my one man operation with ease out of the box. I'm able to market, develop, and retain relationships with clients.

CONS

The learning management system seems to be a little bit of an afterthought. I would really like for them to beefed up the functionality more there.

Reason for choosing SuiteDash

When looking at sweet? - the help and the documentation was instantly available literally right there my face so I chose it.

Vendor Response

Hi David, We're glad to hear that SuiteDash has provided you with the ease of running your one-man operation. We understand the importance of marketing, development, and client relationships, and our platform aims to support you in all these areas. Regarding your feedback on the LMS, we appreciate your input. We're constantly working to improve our features, and we'll take your suggestion to heart and already have plans to improve the functionality of the LMS. We're thrilled that our help and documentation were readily available and assisted you in making your decision. Our goal is to provide a seamless user experience, and we're glad it has resonated with you. We understand the many challenges a solopreneur faces. We're here to support you as you grow your business. Thank you for choosing SuiteDash and for taking the time to share your feedback. We appreciate your support and look forward to continuing to serve you. Your friends at SuiteDash

Replied July 2023

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.

Summer

Accounting, 1 employee

Used weekly for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed December 2023

Good CRM and Task Management software for accounting and tax firms

PROS

I love the automations and ability to white-label

CONS

Sometimes it can have slowness. It also takes a little more time than expected to setup and configure the system accordingly

Vendor Response

Hi Summer, Thanks for sharing your thoughts on SuiteDash. We're glad you find it valuable for accounting and tax firms, especially appreciating the automations and white-labeling. Thank you for your feedback regarding the occasional slowness and we understand your concerns about setup time. We're actively working to optimize speed and streamline the onboarding process. Your feedback is crucial, and we appreciate your continued use of SuiteDash for over two years. Thanks, Your friends at SuiteDash

Replied January 2024