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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
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Starting price
Free Version
Free Trial
SuiteDash Features
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- Billing Portal
- Client Portal
- Contact Database
- Contingency Billing
- Credit Card Processing
- Customisable Branding
- Customisable Invoices
- Customizable Reports
- Customizable Templates
- Document Management
- Document Storage
- Dunning Management
- Electronic Payments
- Email Management
- Estimating
- Expense Tracking
- Financial Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Mobile Payments
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Billing
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Sales Tax Management
- Tax Calculation
- Third Party Integrations
- Time & Expense Tracking
- Timesheet Management
- Workflow Management
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Billing & Invoicing
- CRM
- Calendar Management
- Client Management
- Client Portal
- Contact Management
- Customer Database
- Customisable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Electronic Payments
- Email Management
- Employee Management
- Financial Management
- Inventory Management
- Inventory Tracking
- Invoice Management
- Marketing Automation
- Order Management
- Performance Metrics
- Point of Sale (POS)
- Project Management
- Project Time Tracking
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Scheduling
- Task Management
- Task Scheduling
- Third Party Integrations
- Time & Expense Tracking
- Training Management
- Vendor Management
- Workflow Management
- Activity Dashboard
- Approval Process Control
- Budget Management
- Calendar Management
- Collaboration Tools
- Customizable Templates
- For Nonprofits
- Gantt/Timeline View
- Kanban Board
- Mobile Access
- Project Planning/Scheduling
- Reporting/Project Tracking
- Resource Allocation & Planning
- Task Management
- API
- Access Controls/Permissions
- Active Directory Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Calendar Management
- Chat/Messaging
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Configurable Workflow
- Content Library
- Content Management
- Customisable Branding
- Customisable Forms
- Customizable Templates
- Data Security
- Document Management
- Document Storage
- Drag & Drop
- Employee Communities
- Employee Portal
- Event Calendar
- Feedback Management
- File Management
- File Sharing
- File Transfer
- Forms Management
- Forum / Discussion Board
- Knowledge Base Management
- Live Chat
- Mobile Access
- Real Time Notifications
- Real-Time Chat
- Reporting & Statistics
- SSL Security
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Single Sign On
- Surveys & Feedback
- Task Management
- Template Management
- Third Party Integrations
- Unified Directory
- Version Control
- Workflow Management
- ACH Payment Processing
- API
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Bank Reconciliation
- Billing & Invoicing
- Billing Rate Management
- CRM
- Client Portal
- Contact Database
- Credit Card Processing
- Customer Accounts
- Customer Database
- Customisable Branding
- Customizable Fields
- Customizable Reports
- Dashboard
- Data Import/Export
- Deferred Billing
- Discount Management
- Dunning Management
- Electronic Payments
- Email Invitations & Reminders
- Email Templates
- Invoice Management
- Invoice Processing
- Mobile Access
- Multi-Currency
- Multi-Period Recurring Billing
- Multiple Payment Options
- Order Management
- PCI Compliance
- Payment Processing
- QuickBooks Integration
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Recurring Invoicing
- Recurring/Subscription Billing
- Refund Management
- Reminders
- Reporting & Statistics
- Revenue Management
- Revenue Recognition
- Sales Tax Management
- Self Service Portal
- Subscription Management
- Third Party Integrations
- Transaction History
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Collaboration Tools
- Commenting/Notes
- Create Subtasks
- Deadline Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email-to-Task Conversion
- File Management
- Gamification
- Gantt/Timeline View
- Import Tasks
- Mobile Access
- Parent Task
- Percent-Complete Tracking
- Prioritization
- Progress Tracking
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Notifications
- Real-time Updates
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Spreadsheet View
- Status Tracking
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Third Party Integrations
- Time Tracking
- To-Do List
- Workflow Management
SuiteDash deployment and support
Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- Live Online
- Webinars
- Documentation
SuiteDash Alternatives
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SuiteDash Reviews
Read all reviewsOverall rating
Average score
Spencer J.
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 25/09/2020
"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 25/09/2020
Nafiur R.
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Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 06/10/2020
"Powerful Business Management Tool For Handling Clients"
Comments: 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.
- Reviewer Source
- Reviewed on 06/10/2020
Verified Reviewer
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 04/06/2021
"THE BEST by far"
Comments: I have literally taken my business to the next level, thanks to SuiteDash. It has allowed me to have an incredibly professional tool to onboard my clients, manage them, manage my entire sales process (thanks to their CRM), have conversations with my entire team,... Benefits are almost endless. Their pricing is just great as well. Very, very affordable for what you're getting.
Pros: I lke almost EVERYTHING about SuiteDash. It's one of the most amazing software applications I have ever used. I especially love the FULL white label functionalities. I am able to use SuiteDash as my own fully branded client environment ánd tool for collaboration with staff. It's an all-in-one tool and they keep expending their features and possibilities every week. They listen to feedback of their customers, so every update and new feature they release is based on votes of their community. But on top of that they also have a true community where people can start discussions etc. to boost their ideas and suggestions further. SuiteDash has been around for quite a while already, yet they still function as a VERY personal and flexible company. I was especially impressed by the fact that I received a personal postcard, which they sent all the way from the USA to Europe, signed by the [SENSITIVE CONTENT HIDDEN] of SuiteDash and including his personal email address. WOW, just WOW. Working with software providers, businesses like these, really make what I do even more fun and rewarding. Truely. If you wanna be happy, use SuiteDash in your business - LOL!
Cons:
There's only 2 things I don't like about SuiteDash currently, both of which will be resolved in future:
- We hardly have any flexibility to design our invoices (in contradiction with the contracts, estimates etc. which we can fully design into very impressive documents) and they aren't focused on the European market yet which means we have to use workarounds to comply with regulations etc. They are already working on this though and hoping to release templates etc. soon.
- Secondly, as mentioned before, they don't have the payment processor integrated that I like the most. ZOHO Invoice has that integration, that's how I know. It's a smaller company but they are very professional and very cheap, hence why an integration with them is so important.
- Reviewer Source
- Reviewed on 04/06/2021
Christy D.
-
Overall Rating1 /5
-
Ease of Use3 /5
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Features & Functionality3 /5
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Customer Support1 /5
-
Value for Money3 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 14/06/2020
"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 04/08/2020
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 14/06/2020
Ryan P.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support3 /5
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 05/04/2021
"All I need"
Comments: I love it. You will too. It's worth the investment.
Pros: Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.
Cons: Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.
- Reviewer Source
- Reviewed on 05/04/2021
