SuiteDash
SuiteDash Reviews
& Product DetailsWhat is SuiteDash?
SuiteDash is a fully integrated cloud-based platform & business software that enables collaboration with teams and optimizes client interaction. It will completely satisfy the software needs of most small to medium-sized businesses.
The all-in-one business software includes features for CRM + Funnels, smart onboarding, collaboration, billing & invoicing, scheduling, electronic signature, file exchange, marketing, white label, and more. It replaces the core functionality of tools like client portal software, form builder, CRM, client onboarding, appointment scheduling, project management, time tracking & billing, learning management, email & drip marketing, and team chat.
The main benefit of the platform is that it saves small and mid-sized businesses precious bucks by replacing the stack of software. Furthermore, it helps companies automate lead generation & onboarding processes with customization options for the client portal, unlimited custom fields in the CRM, and create & customize landing pages. Users can customize the Client Portal experience with URL, Logo & Colors as the platform allows white labeling for the software and the mobile app.
Overall, SuiteDash is an All-in-One Business Suite that serves as companies primary business platform because it contains multiple toolkits to cover all needs.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
SuiteDash
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Located In
United States
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Website
suitedash.com
Starting from:
$19 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
SuiteDash pricing comprises three plans - Start, Thrive, and Pinnacle - with monthly, yearly, and lifetime subscription options. The lifetime costs are $970 for Start, $2,420 for Thrive, and $4,840 for Pinnacle. All plans include UNLIMITED Clients + Portals + Staff, and Add-ons are available at extra costs/per month. A 14-Day Free Trial is available that gives access to the Pinnacle plan.
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Invoice Management
- Marketing Automation
- Mobile Access
- Project Management
- Quotes/Estimates
- Reporting & Statistics
- Task Management
- Task Scheduling
- Time & Expense Tracking
- Workflow Management
Additional Features
- Billing Portal
- CRM
- Chat/Messaging
- Commenting/Notes
- Content Library
- Content Management
- Create Subtasks
- Customizable Invoices
- Data Security
- Electronic Payments
- Employee Management
- Employee Portal
- Enrollments/Onboarding
- File Management
- File Sharing
- Financial Management
- Forms Automation
- Forms Management
- Invoice Creation
- Invoice History
- Hourly Billing
- Invoice Processing
- Knowledge Base Management
- Mobile App
- Multi-Currency
- Online Invoicing
- Online Payments
- Parent Task
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Process Modeling & Designing
- Project Billing
- Project Planning
- Progress Tracking
- Project Templates
- Project Time Tracking
- Quotes/Estimates
- Real-Time Notifications
- Real-Time Chat
- Recurring Invoicing
- Recurring Tasks
- Reminders
- Recurring/Subscription Billing
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Rules-Based Workflow
- SSL Security
- Sales Tax Management
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Subscription Plan Management
- Task Board View
- Task Editing/Updating
- Tagging
- Task Progress Tracking
- Task Tagging
- Tax Calculation
- Third-Party Integrations
- Time Tracking
- To-Do List
- Training Management
- Usage Tracking/Analytics
- Version Control
- Web-based Deployment
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QuickBooks
Accounting Software
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Stripe
Payment Processing Software
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Zapier
Data Integration Software
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Zoom
Video Conferencing Software
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All-in-One Tool
One of the major reasons users love SuiteDash is that it offers every tool a business needs in one place—from CRM and project management to invoicing and more. This provides immense convenience and time savings, as users don’t need to subscribe to many different software programs simultaneously.
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Saves Time and Money
SuiteDash helps businesses save money they spend on different platforms by centralizing business processes and procedures.
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Tight Integrations and Features
SuiteDash has built-in integrations with popular apps and offers almost every feature one needs for client and project management. It simplifies business workflows and boosts collaboration.
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Customer Support
Users have reported that they get fabulous support from the company, and any questions or problems they report are generally answered quickly and helpfully
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Performance and Speed
Users have pointed out that the platform performance, especially the loading time, is slow, which affects the overall user experience and productivity.
Limited LMS Features: Regarding the Learning Management System (LMS), one functionality that cannot be added is quizzes, which makes it difficult to complete self-paced trainings.
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Learning Curve and Interface Usability
A few users have reported that there is a bit of a learning curve, and the user interface is not very intuitive compared to other mature project management tools.
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Limited LMS Features
Quizzes are one functionality that cannot be added to the Learning Management System (LMS), making it difficult to complete self-paced training.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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