SuiteDash

4.8 (561)
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All-in-One Business Software

About SuiteDash

SuiteDash is an all-in-one business software that enables collaboration with teams and optimizes interaction with clients. This suite includes features such as a client portal, subscription management, feedback collection, and file storage.


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SuiteDash Software - Custom Client Dashboards
SuiteDash Software - Custom Login URL & Login Page
SuiteDash Software - Real-time Notifications
SuiteDash Software - eSignature / Contracts
SuiteDash Software - Template Library
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SuiteDash video
SuiteDash Software - Custom Client Dashboards
SuiteDash Software - Custom Login URL & Login Page
SuiteDash Software - Real-time Notifications
SuiteDash Software - eSignature / Contracts
SuiteDash Software - Template Library

Not sure about SuiteDash? Compare with a popular alternative

SuiteDash

4.8 (561)
VS.

Starting Price

$19.00
month
$20.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

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73

Integrations

13
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Ease of Use

4.6 (561)
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Value for Money

4.9 (561)
4.2 (457)

Customer Service

4.8 (561)
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Reviews

Overall rating

4.8 /5
(561)
Value for Money
4.9/5
Features
4.8/5
Ease of Use
4.6/5
Customer Support Software
4.8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 561
Lisa
Lisa
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

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

Reviewed on 07/10/2022

I never really had a handle on my client interactions; they were always scattered. Now, with...

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.

Anthony
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The perfect tool for business owners.

Reviewed on 11/01/2024

I love it. I have used SuiteDash for over 4 years and it just keeps getting better. They are...

I love it. I have used SuiteDash for over 4 years and it just keeps getting better. They are constantly upgrading and making it better.

Pros

Excellent customer service and ease of use. SuiteDash has saved me thousands of dollars by allowing me to cancel subscriptions to other services. Because it does everything that I need, it is the only tool that I need to pay for.

Cons

I honestly cannot think of any issues with SuiteDash. Any challenges that I have faced have always come from me not reading or not following the guidance correctly. Even when that happens I have been able to get support very quickly.

Response from SuiteDash

Hi Anthony,

Thank you for sharing your outstanding review of SuiteDash. We truly appreciate your feedback and are thrilled to hear that SuiteDash has been the perfect tool for your management consulting business.

Your positive comments on excellent customer service and ease of use are rewarding. We're delighted that SuiteDash has not only met but exceeded your expectations, allowing you to save thousands of dollars by consolidating various services into one comprehensive platform.

We're glad to hear that any challenges you faced were quickly resolved with our support team. Your commitment to reading and following guidance is commendable, and we're here to assist whenever needed.

Your loyalty over more than 4 years is a testament to the continuous improvements we strive for. We're committed to upgrading and enhancing SuiteDash to better serve your evolving needs.

Thank you for choosing SuiteDash and for being a valued member of our community.

Thanks,

Your friends at SuiteDash

Leone
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 1.0 /10

Slow & Old / Bad Customer Service

Reviewed on 03/10/2022

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

Pros

This is real honesty! SuiteDash has the features that my business needs. It has everything I could ask for. SuiteDash is really open sourced and amazingly customisable from branding to workflows. Features that SuiteDash has is not seen on other CRM systems I've tried and.... I've tried a few.

Cons

Alright here are the bad things.

In the UK and EU ... SCA came to force. SuiteDash has been telling me for over 7 months that they are working on the Stripe Upgrades. Been told it will be done in few weeks, or days. Nothing for 7 months and stoll waiting. My clients payments been getting declined and had to manage payments over the phone. This really annoyed me because they are rolling useless updates instead of something that's really important.

Secondly, the UI is old... ugly... hard to use... and slow. Like slow like proper slow. Like 10 seconds to load a page..... I have 200Mbs speed broadband.. and its still slow. Maybe work on server and UI to be honest.

Projects:
Okay I do like the projects however, it's back and forth between client details, invoices, project and tasks. It's not in one tab... like go into project to see the client details.. assigned invoice to that project... like it's so all over the place thay I'm wasting time going back forth.

Subscriptions:
Great feature as I deal with recurring payments a lot. However, when a client doesn't pay and the system tries for 3rd time it cancels the subscription. Which then neither me or the client can reinstate the subscription. I have to create a new subscription invoice to activate a subscription.
Also when it's cancelled, it's not moved into archived subscriptions. Just is in the list in red with all the active ones as well which is annoying and not needed.
There's more to be honest.

Response from SuiteDash

Hi Leone, just wanted to let you know that SCA for Stripe is now live!

We have been working on it in the background for quite a while as you say - there are many more scenarios to cover than you might realize (We use our own built-in subscription engine, so we needed to cover the recurring transactions also - again, this may not be obvious, but there is a lot there)

Many more improvements are actively on the way in just the areas you identify as challenging!

Thanks for the kind words and honest assessment of your experiences!

All the best, Mike

Leila
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

I've save so much money by switching to Suite Dash

Reviewed on 02/02/2024

Exceptional. They have in system tutorials as well as YouTube. They have recently started doing...

Exceptional. They have in system tutorials as well as YouTube. They have recently started doing more Zoom training sessions.

Pros

Ease of use and they are constantly adding new features and training.

Cons

I honestly can think of anything. I don't use all of the features because I am a small business.

Tnaz
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

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

Reviewed on 07/12/2023

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

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.

Alternatives Considered

Fusebase (Formerly Nimbus)

Reasons for Switching to SuiteDash

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

Response from SuiteDash

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

Showing 5 reviews of 561 Read all reviews

SuiteDash FAQs

Below are some frequently asked questions for SuiteDash.

SuiteDash offers the following pricing plans:

  • Starting from: $19.00/month
  • Pricing model: Subscription
  • Free Trial: Available

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

SuiteDash has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

SuiteDash supports the following languages:

Arabic, Dutch, English, French, German, Spanish

SuiteDash supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SuiteDash integrates with the following applications:

Braintree, Google Calendar, PayPal, Plaid, QuickBooks, QuickBooks Desktop Enterprise, SendGrid, SendGrid, Stripe, Twilio, WordPress, Zapier, authorize.net

SuiteDash offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support

Related categories

See all software categories found for SuiteDash.