Is SuiteDash right for your business?

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best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
Frontrunners

Frontrunner 2021

Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

What is 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... read more

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SuiteDash kanban board
SuiteDash kanban board
SuiteDash autoresponders
SuiteDash autoresponders
SuiteDash action configuration
SuiteDash action configuration
SuiteDash client groups
SuiteDash client groups
SuiteDash invoice
SuiteDash invoice
SuiteDash recurring billing
SuiteDash recurring billing
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User Review Highlights

4.87

352 Reviews

5
314
4
32
3
4
2
1
1
1
4.5

Ease-of-use

out of 5
5

Customer Support

out of 5
5

Value for money

out of 5
5

Functionality

out of 5
  • icon"Making the portal both client friendly and easy to use for myself. Also the ability for clients to put in work requests that can populate direct to an invoice, makes getting payment so easy."
  • icon"The ability to do everything in one platform is nice. I don't have to use everything to get the greatest use out of it either."
  • icon"The client portal customisation is awesome - the best I've used. The tool is so feature rich that it will take me a long time to truly implement and use all of them - so cool."
  • icon"I find that it's not intuitive enough to call some functions in the app and that leaves us to frustration and frustration leave us to abandon the app."
  • icon"Nothing I honestly can not fault it. Every time I think to myself “I wonder if this software can do this."
  • icon"The layout need to be upgraded. The team need to develop some drag and drop feature."

Read user reviews

How much does SuiteDash cost?

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

Which features does SuiteDash offer?

Core features:

Access Controls/PermissionsActivity DashboardActivity TrackingBilling & InvoicingBilling PortalCalendar ManagementChat/MessagingClient ManagementClient PortalCollaboration ToolsShow more features +

People who reviewed this software give it a 5 star rating for functionality.

How easy is SuiteDash to use and deploy?

SuiteDash supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about SuiteDash

4.87/5 out of 352 Reviews

Showing 1 - 5 of 352 reviews

Rick

Company size: 2 - 10 employees

Time 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.

September 2021

Fantastic white label client portal and CRM!

User Profile

Vigneswaran

Verified reviewer

Company size: 2-10 employees

Industry: Mechanical or Industrial Engineering

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2020

Complete and reliable business management software with great customer support

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.

Reasons for choosing SuiteDash

To eliminate the use of different software for different tasks. With SuiteDashm our team was able to run everything from business chat, project management and CRM in one place. And since it combines everything in one place, the pricing is much more affordable. We save alot of money and time with SuiteDash.

Response from SuiteDash

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.

Replied August 2020

User Profile

Nafiur

Verified reviewer

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2020

Powerful Business Management Tool For Handling Clients

Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the [SENSITIVE CONTENT HIDDEN] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.

Pros

I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don't have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc. Also, the ability to create a separate white-labeled portal for clients to login and check their projects and collaborate, is just awesome feature to have.

Cons

I strongly believe the UI of the tool can be improved. It's good now, but can be much better. Actually, the tool has so many features & setting options, that it gets difficult sometimes to keep track of them. So I would suggest the team to keep working on the interface and UX, so that the workflow can be even faster than now.

Reasons for choosing SuiteDash

I first came to know about this type of tools from SuiteDash's marketing campaigns. And I was hooked from the first go by the vast opportunity it provides to manage my business very smoothly. Later, I found out quite a few alternatives of tool, but eventually I stuck with this tool because of the humanly support I get from them. Feature-wise, SuiteDash is very competitive with other tools and some of them may have something better, but support-wise, SuiteDash really exceeded my expectations.

Christy

Company size: 2-10 employees

Industry: Research

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
3

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

June 2020

Great Feachers I am always waiting because It's slow

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.

Reasons for switching to SuiteDash

Infoflo didn't have Quick books upload.

Response from SuiteDash

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

Replied August 2020

Erin

Company size: 2-10 employees

Industry: Information Technology and Services

Time 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.
4

Ease-of-use

out of 5
5

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

December 2021

Almost a Great Product

Overall, I like it and I'm glad we got in on the ground floor. There is quite a bit of room for improvement, but they will get there!

Pros

What I like most about SuiteDash is how hard they work to keep their software cutting edge. They are nimble and constantly improving.

Cons

First of all, it is REALLY slow (takes about 5 seconds to switch views/pages) for a CRM, which they are apparently working on. Additionally, there are some ease-of-use issues I find with the organization of the CRM. I feel like company-mode should be a bit more intuitive.

Reasons for choosing SuiteDash

We chose SuiteDash over any other CRM because of the price and the constant improvements

Showing 1 - 5 of 352 reviews

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