SuiteDash

Who Uses SuiteDash?

Small to medium sized businesses looking for affordable, fully branded solutions for Client Portal, Project Management, File Sharing, Email Marketing, CRM, Invoicing and Internal Messaging

What Is SuiteDash?

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

SuiteDash Details

SuiteDash

https://suitedash.com

Founded 2012

SuiteDash video
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SuiteDash pricing overview

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

Pricing Details

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

Free Version

No

Free Trial

Yes

SuiteDash deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • Live Online
  • Webinars
  • Documentation

SuiteDash Features

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

View full list of Billing and Invoicing Software

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

View full list of Business Management Software

  • Collaboration
  • Content Management
  • Document Management
  • File Sharing
  • Real-time Chat
  • Search

View full list of Portal Software

  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View

View full list of Task Management Software

SuiteDash Alternatives

More SuiteDash alternatives

SuiteDash Reviews

Read all reviews

Overall rating

4,9/5

Average score

Ease of Use 4,6
Customer Service 4,8
Features 4,8
Value for Money 4,9

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Spencer J.
CEO
Accounting, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/09/25

"A great customer portal, customer service application"

Comments: I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need to be willing to watch some of the help videos for set up. Once I did that, I was set up within a day and have a pretty sweet looking customer portal on my website now. I really think they have packed an insane amount of features and customization into one product.

Pros: It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee. I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

Cons: I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap. I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

  • Reviewer Source 
  • Reviewed on 2020/09/25
Vigneswaran R.
Director
Mechanical or Industrial Engineering, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/07/31

"Complete and reliable business management software with great customer support"

Comments: Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

Pros: 1) It has all the software needed to run a business in one place. Email marketing, CRM, Project Management, Client Portal, Invoicing, you name it.
2) Easy and intuitive navigation on their system. Easy to understand and can complete tasks really fast.
3) Automation on repeating tasks. For example adding customer data into the CRM from signup form and performing email marketing.
4) Whitelabel client portal! Previously we were using a different software for this. With SuiteDash, we can provide our client with needed information right from the same software. This saved us alot of time and money.
5) Their customer support is amazing. Really fast response to solve issues. They also listen to customer's requirements and make improvements on the system. Love them for this!

Cons: The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

Vendor Response

by SuiteDash on 2020/08/07

Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.

  • Reviewer Source 
  • Reviewed on 2020/07/31
Amanda G.
Chief Solutions Architect
Internet, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2021/02/09

"Well Rounded program which fills multiple organizational needs"

Pros: I like that I have fewer software programs to deal with. I can log in here and have my CRM, Project Management, along with interfacing with my client too.

Cons: The invoicing could be stronger, but it's not a deal breaker by any stretch.

  • Reviewer Source 
  • Reviewed on 2021/02/09
Christy D.
CEO
Research, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    1 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    1 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 2020/06/14

"Great Feachers I am always waiting because It's slow"

Comments: Idea's about function is great. Practically it just does not deliver at all. Nor do they support the product.

Pros: I really like the proposed feachers and the way they have them organized is great. Also they have attempted to have a Quick books upload.

Cons: When I want to create and invoice it can take 4-6 min for one to load. It's like there servers are in Slow-mo. The quick book upload doesn't really work either. It brings the items in great but every entry needs to be hand fixed because the GST never transfers properly. Also the invoice number doesn't transfer? Lastly since the most resent update customer service help went from difficult to impossible. So in short I am paying to watch the little round load meter go round and round instead of being productive.

Vendor Response

by SuiteDash on 2020/08/04

Hi Christy,

Very sorry that you were not able to get up to speed with SuiteDash.

You should mention that our team did spend a great deal of time trying to work with you, but it was very challenging because of how you repeatedly responded with demeaning and borderline abusive language.

We do our best to support everyone regardless of their level of technical proficiency, but I had to make the call to shield our staff from that kind of treatment.

We wish you nothing but the best, and hope you are able to find a perfect solution for your needs.

Thanks,

Mike

  • Reviewer Source 
  • Reviewed on 2020/06/14
Christian M.
Owner/Principal Accountant
Accounting, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020/12/22

"Cost Saving Software"

Comments: I have a great experience so far. When I had a question that was not in the help desk forum, I received a response in less than 24 hours answering my questions.

Pros: The PWA to create an app for my clients and the white label process that allowed me to completely remove the Suite Dash logo and present my clients with a product that promotes my company solely. The help videos are a great resource.

Cons: CSS coding to get the forms aesthetically pleasing. I wish there were more templates. I wish the scheduler and email marketing was more robust.

  • Reviewer Source 
  • Reviewed on 2020/12/22