4.8
Overall rating
Reviews

4.8
Overall rating
Reviews

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 profiles to auto-populate items, taxes and discounts across invoices generated on a weekly, monthly or tri-monthly basis. SuiteDash facilitates integration with several third-party solutions, such as Zapier, Quickbooks, Stripe, Braintree and PayPal. It is available on monthly and annual pricing and support is extended via documentation, video tutorials, FAQs and email.
SuiteDash Software - SuiteDash kanban board
SuiteDash Software - SuiteDash autoresponders
SuiteDash Software - SuiteDash action configuration
SuiteDash Software - SuiteDash client groups
SuiteDash Software - SuiteDash invoice
SuiteDash Software - SuiteDash recurring billing
SuiteDash video
SuiteDash Software - SuiteDash kanban board - thumbnail
SuiteDash Software - SuiteDash autoresponders - thumbnail
SuiteDash Software - SuiteDash action configuration - thumbnail
SuiteDash Software - SuiteDash client groups - thumbnail
SuiteDash Software - SuiteDash invoice - thumbnail

SuiteDash pricing

SuiteDash does not have a free version but does offer a free trial. SuiteDash paid version starts at US$19.00/month.

Starting Price:
US$19.00/month
Free Version:
No
Free trial:
Yes

Alternatives to SuiteDash

SuiteDash Reviews for UK Users

Feature rating

Value for Money
4.9
Functionality
4.8
Ease of Use
4.6
Customer Support
4.8
5 reviews of 567 View all reviews
Dr. Ananthashai
Dr. Ananthashai
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/04/2024

Complete CRM and Client Portal Solution!

Its a very cost effecient solution for me, I am an appsumo purchaser and this deal works at least 4x what I invested for.

Pros

Feature-rich, have a ton of tutorials and knowledgebase articles, All in one solution to manage your Business

Cons

Even though its feature-rich it is very confusing for a new user, may take sometime to understand if you are using it for the first time, still you got a load of tutorials to refer to. It takes some milliseconds to load, for my business it is ok.

Alternatives Considered

Fusebase (Formerly Nimbus)
Gary
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/06/2024

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
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
2
Customer Support
4

3
Reviewed on 29/12/2022

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.

Alternatives Considered

Dubsado

Reasons for Choosing SuiteDash

Lower pricing and seemed to offer wider functions

Switched From

Asana

Reasons for Switching to SuiteDash

seemed to do a wider range of things at a lower cost
Alicia
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 28/05/2024

All In One

I’ve been using SuiteDash for a while now, and it has truly changed how I manage my business. This platform is packed with features, offering everything from CRM and project management to client portals and billing solutions. Having everything in one place means I don’t have to juggle multiple apps anymore, which has made my work much easier.

The CRM system is one of my favorite features. It’s user-friendly and powerful, helping me keep track of all client interactions and follow-ups effortlessly. The project management tools are also fantastic, making it simple to assign tasks, set deadlines, and monitor progress. The client portals are a big plus, providing a professional and secure way for clients to access their information and communicate with us.

The only downside is the initial setup process. It takes quite a bit of time—weeks, in fact—to get everything configured just right for your needs. However, this is a small price to pay for the benefits you gain once everything is up and running. The tutorials provided are top-notch and really help make the setup process easier. They’re detailed, easy to follow, and make the whole process much less overwhelming.

All in all, SuiteDash is an excellent platform for any business looking to streamline their tools and boost efficiency. The setup might take some time, but it’s definitely worth the effort in the end. Highly recommended!

Pros

The amount of features and the tutorials. Its has all-in-one functionality.

Cons

The initial setup process. It takes weeks to get everything configured, which can be daunting. However, the excellent tutorials help simplify and manage this process.

Zeckie
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 30/04/2024

Managing Tasks Easily With SuiteDash

Pros

With SuiteDash, business and task management has been easy.

Cons

Not an issue with SuiteDash. It is all about perfection.

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