SuiteDash
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SuiteDash Reviews & Product Details

SuiteDash Overview

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
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Product Description

SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard


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SuiteDash

Description

SuiteDash is an all-in-one business management platform designed to help companies streamline operations and improve client relationships. Offering tools for project management, CRM, invoicing, file sharing, and team collaboration, SuiteDash centralizes key business functions in one platform. Its customizable features allow businesses to create a tailored experience, enhancing workflow automation and improving productivity. Ideal for small to medium-sized businesses, SuiteDash helps teams manage tasks, communicate effectively, and stay organized.

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Recent SuiteDash Reviews

Doniell R.
DR
Doniell R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Best software Ive came across for my needs"
I love this software. I have waisted money on countless white label or so called CRM systems over the last two years and unfortunately it took all ...
Verified User
I
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Amazing!"
All in one! One stop shop! The platform can do everything
SD
Seb D.Small-Business (50 or fewer emp.)
4.5 out of 5
"I'm already a fan"
I can't recommend Suitedash enough—it truly is a game-changer for my business! The intuitive interface allows me to seamlessly manage tasks, an...

SuiteDash Media

SuiteDash Demo - Create Custom Portal Dashboards
Customize with your logo & colors!
SuiteDash Demo - Robust File Sharing Functionality
The entire platform is designed to be mobile-friendly and usable in all device types & sizes
SuiteDash Demo - No-Code Automations built right in
Because we are an All-in-One Platform, every part of the platform can trigger Automations in other parts of the platform!
SuiteDash Demo - Email Marketing & Autoresponders
Easily integrate Email Marketing into SuiteDash's CRM & Project Management
SuiteDash Demo - Dynamic Digital Proposals
Dynamic Proposals allow interactive selections and choices made by your Prospect
SuiteDash Demo - Built-in LMS for building Courses
Build and Sell Courses & Course Products to maximize Client interaction and recurring revenue
Answer a few questions to help the SuiteDash community
Have you used SuiteDash before?
Yes

594 SuiteDash Reviews

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594 SuiteDash Reviews
4.8 out of 5
594 SuiteDash Reviews
4.8 out of 5

SuiteDash Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Doniell R.
DR
Founder/CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

I love this software. I have waisted money on countless white label or so called CRM systems over the last two years and unfortunately it took all of that to finally find one that has everything that I need plus more things I can use that I don't know of even yet. I use it every day. I run a business with it daily so it has to function well and I know many people in my field that use it as well. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

There isnt really anything about it I can say I don't like. I wish I could change the colors lol Im a customize girl but otherwise everything Ive wanted to do and use is in the software plus stuff I didn't even think about using yet. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Its solving the issue of too many fees for other software that have hidden fees also and the functions don't work and its allowing all the things I need to be in one system. Review collected by and hosted on G2.com.

SD
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

I can't recommend Suitedash enough—it truly is a game-changer for my business!

The intuitive interface allows me to seamlessly manage tasks, and the client portal adds a professional touch that impresses my clients every time.

Being able to access everything I need in one place has drastically improved our efficiency, allowing us to focus on what really matters: serving our clients.

The extensive library of training resources means I always have the tools I need at my fingertips, and their responsive customer support feels like having a partner in my corner. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

At first, it seems a bit overwhelming to get your head around this solution with the multiple tools. With that said, there are a lot of training videos to help, but it will ask you some time to invest in the knowledge aquisition. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

I use to have multiple tools to do stuff I can do now in SuiteDash. It save me time since I don't have to switch from app to app. Review collected by and hosted on G2.com.

Aniket A.
AA
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

The client portal is hands down my favorite part. Being able to white-label it makes my one-person operation look way more professional. I also rely heavily on the automation features - setting up payment reminders and follow-up emails has cut my admin time in half. No more chasing clients! Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

Nothing! Just a high learning curve - But what did you expect? You’re getting an All-in-One Solution. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Mainly client management chaos and time-wasting admin work. Before SuiteDash I was constantly switching between Trello, Dropbox, PayPal and email. Now everything's integrated which makes me look way more professional. Late payments were a huge issue too - the automatic reminders have cut my overdue invoices by at least 60%. Also helps that I can brand everything with my logo instead of showing clients generic tool interfaces. Review collected by and hosted on G2.com.

Jen M.
JM
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

I love that it has everything we need - the features are great. We're also able to integrate it with the tools we use which makes it easier to integrate it into our daily workflow. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

The learning curve is steep and it takes time to get everything running. My advice is to take it slow, learn as you go, and keep at it. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

We've been losing contact with current and previous clients, and we recently had a billing issue with Bonsai that necessitated hastening the move to another platform. Although we looked at several other platforms, we landed on SuiteDash because it was the only one that had everything we needed in one place. Review collected by and hosted on G2.com.

Fernando R.
FR
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

SuiteDash is an all-in-one business management solution that brings together CRM, project management, invoicing, and client portals under one roof. The automation tools have significantly improved efficiency, reducing manual tasks and allowing us to focus on growing our agro-business. The platform is highly customizable, making it easy to tailor to our specific needs.

The ability to automate workflows has been a game-changer for us. From sending project updates to managing invoices and tracking tasks, SuiteDash keeps everything organized and running smoothly. The client portal ensures seamless communication with our customers, giving them real-time access to reports and updates. Plus, the white-labeling options make it feel like a fully branded experience. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

There is a bit of a learning curve, especially with the vast number of features available. It takes time to set up and fully customize the platform, but once configured, it works like a charm. More industry-specific templates (especially for agriculture and agro-management) would be a great addition.

Overall Verdict: SuiteDash has transformed how we manage our agro-business, improving efficiency and client satisfaction. Highly recommended for businesses looking for a cost-effective, all-in-one solution! Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Before SuiteDash, managing multiple aspects of our agro-management business—client interactions, invoicing, and project tracking—was a challenge. We relied on multiple tools, leading to inefficiencies and communication gaps.

SuiteDash has centralized everything into a single platform, providing a seamless client experience through the client portal, automating billing and invoicing, and keeping all CRM data organized. This has helped us streamline operations, reduce administrative workload, and improve client engagement.

With automated workflows, we no longer waste time on manual follow-ups, and clients can easily access their invoices, reports, and project updates in real time. The result? More efficiency, better client satisfaction, and significant time savings. Review collected by and hosted on G2.com.

RG
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about SuiteDash?

Tools galore for all your business needs Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

Same lot of tools can be over at first. More on that later Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Crm, files sharing, client portal are the ones I'm starting with. Currently have various platforms doing each. To consolidate and have in one platform is amazing. It's building it out that takes time

If you are in the fence just try it. Suitedash is a great set of tools under one company allowing you to start with one aspect of let's say external building of the tool such as CRM which is what I am working on building and as your company grows you can build out internal tools such as the LMS. These are only two tools within but those are the two I plan on building out first.

It's white label which is awesome. I can build out the client portal as I need which is for proposals, e-signatures and file exchange. There is a lot here and slightly overwhelming when you see it all but thankfully they have an extensive library of tutorials breaking down the entire platform.

im still learning the ropes with tutorials but can see suitedash will be extremely helpful in my business. Keep up the great work if Suitedash you read these. Can't wait to see what other tools and upgrades are to come in the future. Review collected by and hosted on G2.com.

Ng E.
NE
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Rating Updated ()
What do you like best about SuiteDash?

I've been using Suitedash for some time now, and I have to say, it’s one of the most adaptable CRM platforms I’ve come across. The level of customization is remarkable, allowing me to fine-tune it for various business needs. For example, I successfully created both a car finance calculator and a vehicle depreciation tool for my team using its features.

What I Like:

Customizable Platform: Suitedash stands out for its flexibility, particularly with custom CSS options that cater to diverse business applications.

Proactive Development Team: The Suitedash team regularly rolls out updates and fixes, showing a clear commitment to improving the platform. Their openness to user feedback fosters a collaborative and evolving community. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

What Could Be Improved:

Document Handling: Generating invoices and other documents can sometimes result in overly lengthy outputs, which may not suit those who prefer concise formatting.

Data Workflow: The project generator could be improved by allowing smoother transitions of data when creating new invoices or documents from existing project details. This would save time and reduce manual input. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Overall Experience

Despite a few minor drawbacks, my experience with Suitedash has been overwhelmingly positive. It’s a powerful, all-in-one CRM solution that truly adapts to the diverse needs of its users. What stands out most is the team’s dedication to listening to feedback and consistently refining the platform. In a crowded market of generic, one-size-fits-all solutions, Suitedash sets itself apart by offering customization and a genuine commitment to improvement. Review collected by and hosted on G2.com.

Benjamin L.
BL
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

So here are the pros based on what we use the software for. We use the software daily by myself and our team:

It's reasonably priced, so it's great value for what you get.

It's a really versatile and powerful tool, covering loads of business needs.

It’s an all-in-one platform, so you don’t need multiple bits of software.

You can white-label it, so it looks like it's your own product.

It has solid CRM and email marketing features; you can create websites and landing pages

It's handy for document signing and customer portals.

Excellent customer support, just an email away with the same-day response.

Note that we are using the paid version and find it value for money. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

So the Cons:

Because it does so much, it can take a bit of time to get the hang of it, and it can also take time to implement the software processes.

The landing page and website builder are a bit basic, but they do the job. The end result will still look good; it's just a matter of putting it all together. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

We do a lot for our customers, and clear communication is required as we work towards a common goal. The client portal allows us to put processes in place, so everything is in one place. Review collected by and hosted on G2.com.

Ramzi K.
RK
Urban Planner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

I’m absolutely thrilled with SuiteDash! It’s truly a game-changer for me. This all-in-one platform has exceeded my expectations, combining everything I need in one place and helping me streamline my processes effortlessly. From CRM automation and client onboarding to digital marketing and appointment scheduling, SuiteDash has it all covered. The extreme white-label feature and customizable client portals are standout features that offer a professional touch.

It has helped me say goodbye to a disorganized collection of different tools. I appreciate the continuous updates and the team’s responsiveness to feedback, which shows their dedication to improving the platform. If you’re a small to medium-sized business looking for a comprehensive solution to manage your operations, I highly recommend SuiteDash!

Looking forward to even more exciting features in the future. Thanks, SuiteDash Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

It was a little slow getting started, but it was well worth the effort. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

Time management and organization, along with several other factors, are important. Review collected by and hosted on G2.com.

Keith W.
KW
Mr.
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about SuiteDash?

Customization: The high level of customization has enabled me to setup the system exactly as needed.

Cost Efficiency: SuiteDash is highly affordable and has reduced the need for multiple applications, making it easier for clients.

Comprehensive Solution: The all-in-one nature of SuiteDash helps streamline operations, saving time and effort by reducing the number of separate tools needed.

Integration: Integrating SuiteDash with 3rd party Bulk Emailing and Forms is a breeze to setup and very stable.

Customer Support: Support request are fast and effective. So far I have only submitted 2 request which were promptly dealt with. Review collected by and hosted on G2.com.

What do you dislike about SuiteDash?

Complex Setup: I found setting up SuiteDash a bit complex initially until I understood the system by going through the numerous tutorials.

Performance Issues: SuiteDash is a bit slow when navigating between the various pages. Review collected by and hosted on G2.com.

What problems is SuiteDash solving and how is that benefiting you?

SuiteDash brings all business applications needed to manage my clients into one online package. This leads to a higher level of application integration and saves a lot of money and time using independant applications. The customization of the clients dashboard is highly beneficial as far as presenting only what is needed for the client. Review collected by and hosted on G2.com.