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

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SuiteDash Reviews

Feature rating

Value for Money
4.9
Functionality
4.8
Ease of Use
4.6
Customer Support
4.8
5 reviews of 536 View all reviews
Coach
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/5/2023

A ton of tools that all integrate

SuiteDash solves a major integration problem for us. Everything is tied in and connected to the company/client, and while we're still working on our implementation, it's looking like the long term winner for our shop

Pros

A quick note, we're still in the middle of our SuiteDash implementation, but here's what I love about SD:1. Everything's integratedFrom email lists to Invoices to portals to LMS, SD is beautiful for small and medium boutique consultancies. We've had multiple platforms, which usually don't talk to each other. All components connect back to the client.2. Everything's accessibleI can share out whatever is needed with multiple people at a shop. My previous platform did not have that capability. And nothing is that hard to implement.3. Everything's still developingEven since starting with SD, we've seen new features appear. It's nice to know that as cool as it is, it's getting better.

Cons

At the time of this writing, there are two features I need that I'm still using another plaform for:1. Native Outlook Online (Microsoft 365) Integration for CalendaringCurrently the only way to integrate Exchange Online is to use Zapier or similar services, which is fine but I'm trying to use less platforms, not more. Google calendar is supported out of the box, which is not a surprise, Google makes their api's open and easy to use. But in my circles, Google Calendar is a mark of amateur night in Dixie, so we moved out of it last year.2. Quizzes for the LMSIt's nice to have an LMS built in, but without a way to validate user consumption, it's not very helpful. Quizzes are supposed to be on the way, and I trust that they are, so I'm looking forward to ditching another platform and bringing that into SD as well.

Alternatives Considered

17hats, Salesforce Platform and HubSpot CRM

Reasons for Choosing SuiteDash

Capability, customer portal more secure

Switched From

17hats

Reasons for Switching to SuiteDash

Everything's already integrated (except Exchange Online for calendaring)

Response from SuiteDash

Hi Coach C,

Thank you for your fantastic review of SuiteDash! We appreciate your feedback and are thrilled to hear that our integrated platform has been valuable for your management consulting firm. We understand the importance of having all the necessary tools in one place and ensuring seamless integration between them.

We're delighted that SuiteDash has provided accessibility and the ability to share information easily with multiple people. Our goal is to simplify implementation and make it user-friendly for our customers. We're constantly working on enhancing and developing new features, and we're glad that you've noticed the improvements since you started using SuiteDash. Our team is dedicated to continuously improving SuiteDash to meet the evolving needs of our customers.

Thank you for choosing SuiteDash and for your positive review.

Your friends at SuiteDash

Replied 14/7/2023
Alicia
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

4
Reviewed on 15/1/2024

The All-In One That is REALLY an All In One

A couple of times, out of frustration I did consider leaving Suitedash but each time the way they resolve issues has shown me that this is a company who is intentional about their growth and cares about their users. They have earned my business long term, and I would consider using for other businesses in the future.

Pros

Definitely the customization! Certainly it’s the biggest reason I was drawn to it. I also love how you don’t have to pay $50-$100 dollars PER each additional user like alot of other softwares. It’s friendly on the wallet. I love the all in one and how I am able to cut down on how many separate things clients have to keep up with because they don’t like toggling between to many apps.

Cons

Suitedash is extremely complex to build out in the beginning. I wish they had some prebuilt templates like some of their competitors and hope to see that rolled out in the future. Suitedash is also extremely slow, but they very recently did updates to try to address that.

Alternatives Considered

TaxDome, monday.com and Karbon

Reasons for Choosing SuiteDash

Pricing and lacking key components such as the LMS. Also their portal was completely trash. The portal and the LMS are sole reasons

Switched From

Zoho CRM

Reasons for Switching to SuiteDash

All in one and extreme customization options
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
eartha
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 17/1/2024

portal setup

I am happy with the overall product itself once inside the systems works fine

Pros

SD i like the automation of the systems the task systems i love the customization of it

Cons

I am not really happy about the speed of the systems when the clients get the invite very slow like 1 min to get to the portal

Alternatives Considered

TaxDome

Reasons for Switching to SuiteDash

the price deal special they were running at the time
David
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 22/5/2023

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.

Alternatives Considered

Agiled

Reasons for Switching to SuiteDash

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

Response from SuiteDash

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 14/7/2023

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