---
title: "SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is SuiteDash the right Portal solution for you? Explore 633 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/154949/SuiteDash/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-10-21"
---

SuiteDash

4.8 (633)

[View alternatives](https://www.capterra.com/p/154949/SuiteDash/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated October 21st, 2026

# Reviews of SuiteDash

Ease of use

4.6

Customer Service

4.8

## Pros and Cons in Reviews

Nagur B

Marketing ConsultantMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“The branded client portals and mobile app improved our client experience clients appreciated having a single place to access files, invoices, messages, and project updates.“

April 21, 2026

Matthew F. C

PresidentInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years.

“Honestly, the ticketing system feels like it lives in its own universe. While the rest of SuiteDash is built around automation and integration, the ticketing feature doesn’t play nicely with either, which makes it feel like it was just bolted on instead of fully integrated.“

May 5, 2026

Steven P

OwnerInformation Services, Self-employedUsed the software for: Less than 6 months.

“It has features to support payments from your clients and it really makes supporting your clients easier once you have created the proper workflows.“

April 22, 2026

Nagur B

Marketing ConsultantMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“Occasional performance lag: Large accounts or complex automations sometimes slow page loads“

April 21, 2026

RP

Roberto P

FounderMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“What stands out most for me is having project management, task tracking, client access, file sharing, collaboration, and communication all handled within one platform and under one project, all while being fully white-labelled.“

April 9, 2026

Nagur B

Marketing ConsultantMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“Cluttered interface in places: Some screens feel busy and can be confusing until you’re familiar with them“

April 21, 2026

Proinsias M

Systme ManagerEvents Services, 2 - 10 employeesUsed the software for: 1-2 years.

“I liked the Helpdesk tool, Invoicing, creating forms that I can put on my workpress sites that create a client account and the Circles tool. “

April 2, 2026

RP

Roberto P

FounderMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months.

“My only real drawback with the platform is the lack of support for multiple currencies, especially the South African Rand.“

April 9, 2026

## Showing most helpful reviews

Showing 1-25 of 633 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Matthew F. C.  
President  
Information Technology and Services  
Used the software for: 2+ years

### "SuiteDash Review: Powerful All-in-One Platform, That Still Needs Refinement"

May 5, 2026

4.0

Overall, my experience with SuiteDash has been positive, especially once everything is set up properly. It’s a powerful all-in-one platform that can replace multiple tools and streamline operations. However, it does require a significant time investment to learn and configure, and some features like the ticketing system feel less integrated than the rest. Once you get past the learning curve, though, it becomes a very capable system.

Pros

What I liked most about SuiteDash is how much it consolidates into one platform. Having CRM, client portals, invoicing, project management, and automation all in one place significantly reduces the need for multiple tools. It streamlines workflows and creates a more professional, centralized experience for both my team and clients.

Cons

Honestly, the ticketing system feels like it lives in its own universe. While the rest of SuiteDash is built around automation and integration, the ticketing feature doesn’t play nicely with either, which makes it feel like it was just bolted on instead of fully integrated. Also the API could be expanded more to allow more endpoints.

Review Source

János Z.  
Owner  
Human Resources  
Used the software for: Less than 6 months

### "The all-in-one platform that actually delivers on its promise"

May 10, 2026

5.0

Pros

After years of juggling multiple tools, separate CRM, project management, invoicing, and client portal software, I finally made the switch to SuiteDash, and I honestly wish I had done it sooner. Yes, there is a learning curve at the beginning. The platform is so feature-rich that it can feel overwhelming in the first few days. But once I went through the SuiteDash Academy and watched a few tutorial videos, everything clicked. I had my fully branded client portal up and running within a weekend. What truly sets SuiteDash apart is the white-label customization. My clients log in through my own domain, see my brand colors and logo, and have no idea they're using a third-party tool. It gives the business a professional, polished feel that used to cost a fortune to achieve. The time and money savings are real. I replaced at least three separate subscriptions with SuiteDash alone. Client communication, file sharing, contracts, e-signatures, invoicing, everything lives in one place. No more switching between tabs, no more integration headaches. Customer support has been responsive and genuinely helpful every time I reached out. You can tell this is a team that actually listens to its users and keeps improving the product. If you're a small or medium-sized business owner looking for a true all-in-one solution, stop hesitating and give SuiteDash a real try. Invest the time upfront, it pays off tenfold.

Cons

I'm using it from Europe—maybe that's why—but sometimes it freezes and doesn't respond quickly enough.

Switched from

[Heffl](https://www.capterra.com/p/10026893/Heffl/)

I felt that this platform was more well-thought-out and advanced.

Review Source

VP

Vikas P.  
Director  
Computer Software  
Used the software for: 1-2 years

### "A brandable CRM with progressive web app."

February 18, 2025

3.0

I really, wanted to like it, I really wanted to use it. I did spend quite some time setting it up. I had a client user test and and it was not really user friendly.

Pros

Suitedash is really customisable and if you're prepared to invest the time, you can have a really nice progressive web app.

Cons

The interface and the templates look really dated. I wish that there were some premium looking community templates.

Alternatives considered

[Plutio](https://www.capterra.com/p/179406/Plutio/)[Agiled](https://www.capterra.com/p/206203/Agiled/)

Reason for choosing SuiteDash

I have a lifetime license to SuiteDash but I use Plutio in preference.

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

The rising costs associated with the Hubspot platform were prohibitive for a startup

Review Source

GS

Grace S.  
Dog Trainer  
Consumer Services  
Used the software for: Less than 6 months

### "SuiteDash is almost like getting a new employee."

July 14, 2026

5.0

I had been putting off automating processes in my small business for way too long. SuiteDash gave me the ability to use one tool instead of 5. Everything works together seamlessly and the onboarding process is SO much easier now!

Pros

I loved the ability to create workflows with almost endless customizations. There is a learning curve like any software tool, but overall it's easy to use even for a small business owner wearing multiple hats. I really like that there are so many support articles and the Suitebot that you can ask any random questions to.

Cons

There's no native feature for group classes at this point, which is really the only flaw as far as I'm concerned. I believe it's on the roadmap but not sure when this feature will be released.

Alternatives considered

[Time To Pet](https://www.capterra.com/p/144329/Time-To-Pet/)

Reason for choosing SuiteDash

The pricing was more affordable and it had features like email marketing.

Switched from

[Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[PocketSuite](https://www.capterra.com/p/151558/PocketSuite/)

The price for PocketSuite was too high, and Square did not have enough features.

Review Source

Obinna A.  
Digital Marketing Consultant  
Marketing and Advertising  
Used the software for: 1-2 years

### "Best All-in-One Business Tool I’ve Used So Far"

April 9, 2026

5.0

Overall, my experience with SuiteDash has been really positive. I switched from using multiple tools to handle my business operations and this platform replaced all of them. The value for money is unbeatable, especially compared to what I was paying for separate subscriptions. The team clearly puts a lot of thought into the product. Support has been responsive whenever I had questions. I’m sticking with SuiteDash for the long run.

Pros

Honestly, SuiteDash has been a game changer for how I manage my clients and projects. Everything is in one place — client portals, invoicing, task management, file sharing — you name it. The white-label feature is especially impressive. My clients see my brand, not some third-party tool. The onboarding flow for new clients is smooth and professional. It saves me so much back-and-forth communication time every single week.

Cons

There is a bit of a learning curve when you first get started — the platform has so many features that it can feel a little overwhelming at the beginning. I’d love to see more beginner-friendly tutorial videos built right into the dashboard. But honestly once you get past the initial setup, it’s worth every bit of the effort.

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)

I was tired of paying for multiple separate tools and stitching them together. SuiteDash offered everything in one place at a much better price point. The white-label client portal was the main reason I made the switch.

Review Source

Michael K.  
President  
Internet  
Used the software for: Less than 6 months

### "Must be configured but EXTREEMELY POWERFUL"

April 1, 2026

5.0

My overall experience is very good. I opted for the VIP support and it is well worth the cost to get live support for your questions. The support staff is very knowledgeable. I was using multiple applications that one SuiteDash application is replacing. I will be saving over $2,500 per year just in license fees by using SuiteDash.

Pros

I purchased SuiteDash just over one month ago. It's really amazing how they thought of everything. Yes, it takes configuration time but it will save me and my staff 100's of hours over the next year. It will also help us avoid letting important tasks slip through the cracks. It's already saved me $1,000 in billing that I would have forgotten to bill. It's also keeping in touch with our prospective clients when I am busy with other clients. Love this application!

Cons

Its features are very powerful. You should know that this app needs to be configured to meet your exact requirements. I've spent over 20 hours learning and setting up our workflow.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Netskope One Platform](https://www.capterra.com/p/130671/Insightly/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)

Reason for choosing SuiteDash

I don't remember all the other software alternatives, but none gave the level of automation as SuiteDash, and the customer reviews for SuiteDash were better.

Switched from

[Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Cost savings, and we were not using all the features we were paying for.

Review Source

Proinsias M.  
Systme Manager  
Events Services  
Used the software for: 1-2 years

### "A Corporate Management Tool for the smaller Business Person at a price that makes sense."

April 2, 2026

5.0

I have had a positive experience. I used to work with ORACLE and Seibel systems many years ago, and I find that using Suitedash brings me back to those days when I worked in a Corporate Environment. Now that I am running my own small business, Suitedash gives me the opportunity to mimic that functionality at a fraction of the cost.

Pros

I like the many tools that are integrated into the one platform. I liked the Helpdesk tool, Invoicing, creating forms that I can put on my workpress sites that create a client account and the Circles tool. The Circles tool allows me to segment different clients into different Service Types. For example, people booking a one off service have a different experience to people booking long term service plan.

Cons

It is a complex tool, and you will need to invest time to learn everything. But you can simply start to use the essential tools first and build up your understanding of everything that is on offer.

Alternatives considered

[WordPress Portal](https://www.capterra.com/p/213122/WordPress-Portal/)

Reason for choosing SuiteDash

I decided not to self develop my platform with Workpress Plugins because I needed a secure system to manage critical data.

Switched from

[Flowlu](https://www.capterra.com/p/166656/FLowlu/)

It was the limits on the Client Portal. And there just were more tools available to use within the Suitedash Eco-System

Review Source

AT

Adam T.  
Owner  
Information Technology and Services  
Used the software for: 6-12 months

### "The right tool for agencies that want a professional client experience"

April 9, 2026

5.0

I manage a portfolio of small business clients through SuiteDash and it has replaced several separate tools. White-label client portals, invoicing, contracts, file sharing, and project management all run through one platform under my own branding. For a solo operator, that consolidation has real operational value.

Pros

The white-label capability is genuine and thorough. Clients never see SuiteDash branding. The automation and onboarding tools are powerful, the billing and e-signature features are solid, and the platform ships updates regularly. API and webhook support is good enough to integrate with external automation tools in a production environment.

Cons

Initial setup takes significant time. The platform has a lot of depth and the connections between features are not always immediately obvious. Budget several hours of configuration before it feels natural.

Switched from

[Invoice Ninja](https://www.capterra.com/p/145215/Invoice-Ninja/)

Invoice Ninja handled invoicing well but didn't cover client portals, contracts, file sharing, or project management. SuiteDash replaced it and several other tools with one platform that handles the full client lifecycle under white-label branding.

Review Source

BT

Ben T.  
Managing Director  
Marketing and Advertising  
Used the software for: 6-12 months

### "SuiteDash Comprehensive Business Management Platform"

June 2, 2026

5.0

Very positive overall. Support was fast and responsive for a couple of small issues I had accessing the knowledgebase. The platform itself is quite easy and intuitive to use at the entry level, but offers depth and sophistication if the effort is put in to implement properly.

Pros

SuiteDash is a comprehensive business management system that offers a wide range of tools and features so that I don't need to subscribe to other platforms to access these elements. Everything is integrated within the platform.

Cons

I would like to see to more elements in the (already large) knowledgebase provide example use case scenarios for various business models and industries. This would help with implementation and to better understand the terminology and processes used within the platform itself.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

Reason for choosing SuiteDash

Clickup was more complicated. Trello did not have thee full range of features.

Review Source

Irene K.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "The best CRM platform for web designers/developers"

December 23, 2025

5.0

I love that SuiteDash eliminates the need to use several other platforms and tools. You can run your agency only by using SuiteDash. It offers integrations to expand its capabilities and your data remains with you. I also love the Client Portal which helps me offer great service to my clients. The LMS is also excellent, since I can set up tutorials for my clients without having to build an LMS from scratch.

Pros

It is the most comprehensive CRM platform I have encountered for my web design/development and marketing business, and it enables you to incorporate your own brand (there is no SuiteDash logo after customization). Furthermore, it is GDPR compliant which is crucial to me.

Cons

It takes a while to customize and set up everything but you only have to go through this process once, so it is acceptable. Document/form customization could be a bit more intuitive, but I can live with that. Thankfully the documentation is excellent and there are many videos to help you along.

Alternatives considered

[Hubflo](https://www.capterra.com/p/10004954/Hubflo/)[kitchen.co](https://www.capterra.com/p/10013202/kitchen-co/)[Moxie](https://www.capterra.com/p/10026264/Moxie/)

Reason for choosing SuiteDash

SuiteDash had more features and I got a great LTD, which eliminated the need for monthly or annual payments. It saved me a great deal of money.

Switched from

[Hubflo](https://www.capterra.com/p/10004954/Hubflo/)[kitchen.co](https://www.capterra.com/p/10013202/kitchen-co/)[Moxie](https://www.capterra.com/p/10026264/Moxie/)

I needed features that were not available. I also required GDPR compliance. I tried them all for a while but wasn't 100%; something was always missing.

Review Source

AW

Alfred W.  
Owner  
Leisure, Travel & Tourism  
Used the software for: 6-12 months

### "One and DONE!"

May 10, 2025

5.0

It was the best software purchase for our company in 2024, and we spent several thousand dollars during the year. But the search is now over, and we have a clear pathway to delivering the best to our clients.

Pros

That it is an all-in-one business suite of software with a Lifetime tier/level. Having this affordability is great for startups and established businesses.

Cons

So much flexibility makes it difficult to focus with your business model. We spent time deciding how to clearly deliver to our clients without causing confusion about the overall usage.

Switched from

[Tess](https://www.capterra.com/p/167842/TESS/)

TESS was not being updated, which lead to clients not wanting to use the client portal.

Review Source

DC

David C.  
Co-Founder and CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "Comprehensive and Useful"

January 18, 2025

5.0

Mildly challenging to set up as the admin. Very easy to use for the users. This is a comprehensive suite of CRM and office tools, so there is a learning curve. I made some SOP's to simplify learning for my end users.

Pros

Comprehensive and useful for running the business day-to-day.

Cons

Missing Telephony integration. My workaround, since I use Dialpad, is to copy/paste the AI summary as a note into SuiteDash.

Alternatives considered

[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/)[HighLevel](https://www.capterra.com/p/177156/HighLevel/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing SuiteDash

I chose SuiteDash for great functionality at a great price.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Spreadsheets are good for gathering data and reviewing/manipulating, but a true CRM makes the day-to-day tasks so much easier.

Review Source

NR

Nick R.  
Founder  
E-Learning  
Used the software for: Less than 6 months

### "Awesome business software"

April 16, 2026

5.0

Excellent. Such a great product, service and team. I haven’t had a single issue from my questions to my purchase and then installation. Faultless in every way.

Pros

excellent software that provides a solution to all my business needs and much much more. A great, well designed and user friendly support that i I wouldn’t ever want to be without. I’m sure it’ll help me in the future as it has been invaluable to me now. Thank you.

Cons

Nothing. It’s exactly what I need and more. I can’t find fault in any part of this software. Thank you.

Review Source

SD

Sébastyen D.  
CEO  
Information Technology and Services  
Used the software for: 6-12 months

### "I'm already a fan !"

May 2, 2025

5.0

Suitedash has completely transformed the way I run my business! The sleek interface is not only user-friendly but also makes navigating through the platform a breeze. I especially love the client portal feature, which sets me apart from competitors who still rely on outdated methods. With everything I need consolidated into one tool, my team and I save precious time that we can now invest in growing our client relationships. The wealth of training videos and informative blogs from Suitedash is a huge bonus—it's like having a personal coach available 24/7! Plus, their responsive support team makes it clear that they genuinely care about our success.

Pros

Ease of use the UI Training material The client portal for our client The one-stop shop solution The constant communication from the provider

Cons

May be a little bit overwhelming at first, so you may need a little time to learn the ropes of that solution but there are plenty of training videos.

Review Source

BL

Benjamin L.  
Director  
Broadcast Media  
Used the software for: 1-2 years

### "I went for Suite Dash because its extremely comprehensive with everything required in one package."

January 20, 2025

5.0

I went for Suite Dash because it’s like having everything under one roof. It helps me organise my whole process, from sales to project management. My customers can log in, and everything’s in one place, making everything so much simpler for them and me."

Pros

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.

Cons

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 Source

LB

LaSheena B.  
President  
Financial Services  
Used the software for: 6-12 months

### "Suitedash Help Me Automate my Business and Offer My Clients CRM At a Good Price For Business"

March 21, 2025

5.0

My overall experience with Suitedash was GREAT!!

Pros

Suitedash was awesome for my small business; I needed a CRM system with a good price point; I found this in Suitedash:) It had auto message creation which help me automate my business. Clients really appreciated my professionalism and they LOVED!! having their own client profiles:) The clients could upload documents, send me messages and more:)

Cons

I do not have any dislikes about Suitedash.

Review Source

AC

Alan C.  
MyLIMS Expert  
Information Technology and Services  
Used the software for: Less than 6 months

### "Best Business System"

January 21, 2025

5.0

I am exploring SuiteDash due to its excellent white labeling features, and from there, I dug deeper and understood that SuiteDash can streamline many of our daily operations. I fell in love with SuiteDash's excellent rich features, which cover many business aspects, for instance, automated CRM, client portal, digital marketing, contract and e-signature, project and task management, learning management (LMS), file exchange, secure messaging, and more. The best part is that all the features are linked to each other, whereby we only need to learn one platform and enjoy all the advanced features. The learning curve is steep due to the complex combination of advanced features. Still, it is worthwhile for us to learn about it, as we can enjoy the streamlined system features once we become familiar with and get used to the SuiteDash system. There are plenty of learning resources in the SuiteDash system like "Lifesaver," SuiteDash Academy, YouTube Channels, etc., which is super helpful, and we can learn a lot about SuiteDash from these resources. The extreme white labeling features of SuiteDash are allowing us to brand our domain and make it look professional to the customer. Client portals and file exchanges are secure platform features that make our clients feel we are experienced and that they are our premium customers, as every client's personalized portal and file transfer is super secure. The more we explore SuiteDash, the more the fantastic features attract us, and it makes us feel like YES; this is the right platform for us to stay, build, streamline, and automate our business process. Thank you to the SuiteDash!

Pros

Extreme White Labeling features - Client Portal & Secure File Exchanges features

Cons

It has a steep learning curve, but it is acceptable due to its advanced features.

Review Source

IB

Isaac B.  
CEO  
Retail  
Used the software for: 6-12 months

### " A vital piece of technology for us!"

January 16, 2025

5.0

Overall our experience has been great its seamlessly integrated with our tech stack and provided much-needed value that no other CRM system can currently match.

Pros

The amazing range of features SuiteDash offers. The automation being essential for our operations, it allows us to spend more time on the things that matter which has been a game-changer for our team's productivity.

Cons

Although landing pages can be built within SuiteDash the builder itself could be improved. We did bring this up at the regularly available live Zoom meetings however and this is currently on the roadmap for the future.

Review Source

Tiffany B.  
Consultant  
Financial Services  
Used the software for: Less than 6 months

### "SuiteDash is Sweet for Business! Exactly What We Needed…"

February 3, 2025

5.0

We decided to use SuiteDash for our 2 businesses and to setup for our client who is the president of a community group. We like the setup of the system in that we can watch the easy to follow videos and go in to create the parts of the system we needed to import our paper intake form into the system and we can now collect client information virtually and keep it together. It's convenient to be able to break down the clients and customers into separate or sub portals so we can share information at various levels. This system is really all in one! I can't think of what it's missing yet and are very excited about its potential as we expand our business. Their support was also pretty quick in responding to our questions if we got stuck. The only thing left is to import a few contracts for digital signatures and setting up the payment systems soon. You should really use this SAAS for your business processing, operations and management - you won't be sorry!!

Pros

Training videos are very comprehensive, quick responsiveness of support and the complete business system. It does almost everything!

Cons

No Live Support and some of the template setups can be a little confusing but not the worst

Review Source

SY

Sam Y.  
Founder  
Accounting  
Used the software for: 6-12 months

### "Great all-in-one solution for business"

February 15, 2025

5.0

Pros

It is a great all-in-one business soution.

Cons

Big learning curve. Will need some time to get used to all the features.

Review Source

RG

Rachel G.  
Tax Accountant  
Accounting  
Used the software for: 2+ years

### "Suitedash is the Go to for Virtual Businesses "

January 20, 2025

5.0

I have a had an amazing experience with SuiteDash. I refer it to all the tax pros I am associated with

Pros

Suitedash is the ultimate all in one business tool! For those who have a virtual business, it helps manage and scale businesses

Cons

I wish pdf uploading was a core feature of the software!

Review Source

VR

Verified Reviewer  
Director  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Suitedash for every business."

January 20, 2025

5.0

Once you learn the ropes and know what you want to do, the possibilities with Suitedash are endless.

Pros

CRM with all the possibilities to automate your tasks.

Cons

Steep Learning curve. One needs to invest time to learn to make it work.

Review Source

MT

Malou T.  
Creative  
Photography  
Used the software for: Less than 6 months

### "Very good for my photography business"

January 22, 2025

5.0

I am a small photography business owner and only use a small part of this inclusive sytem, but it alreafy replaces a combination of other platforms I use.

Pros

I like how customizable it is. If you want something a certain way, there probably is one.

Cons

It has a learning curve and takes some time to learn.

Review Source

CG

Cort G.  
Financial Planner  
Financial Services  
Used the software for: 2+ years

### "Amazing software! "

September 9, 2023

5.0

Fantastic! Great company.

Pros

That it's an all-in-one software solution.

Cons

It's so robust that it takes time to learn and develop into what you want it to be.

Reason for choosing SuiteDash

All-in-one solution, cost, business management, tasks, projects, portal and the like.

Review Source

Response from SuiteDash

October 4, 2023

Hi Cort, Thank you for sharing your experience with SuiteDash! We're thrilled to hear that you find our software to be amazing and appreciate its all-in-one solution. It's fantastic to know that the features like business management, tasks, projects, and the portal have been beneficial for your financial planning needs. We understand that the robustness of SuiteDash can present a learning curve, and we appreciate your patience as you've developed it to meet your specific requirements. Your commitment to mastering the platform is truly commendable. We're delighted to have you as a part of the SuiteDash community, and we're here to support you every step of the way. If there's anything you need assistance with or if you have any suggestions for improvement, please feel free to reach out. Your success with SuiteDash is our priority. Thank you for being a valued member of the SuiteDash family! Your Friends at SuiteDash!

KL

Kara L.  
CEO  
Professional Training & Coaching  
Used the software for: 2+ years

### "So much potential "

July 29, 2023

4.0

I am severely disappointed in what Suitedash has become. I miss the outstanding tech support and dedication to functional features.

Pros

I used Suitedash years ago. Loved it. After I sold that business and started my new one I tried other CRMs and couldn't find anything that gave me what Suitedash does. Suitedash allows me to have custom client portals. I can assign clients tasks, track their project, communicate, and organize everything they need in one place. It is also the best system I have found for organizing my team. I love the chat, the task automations, and the task tracking.

Cons

In the few years that I was gone from Suitedash their customer service has dramatically declined while the complications of their program have increased. While a ton of new and exciting features have been added, they are not fulling developed or well thought out. So a constant back and forth with tech support is required. SuiteDash has adopted its own vocab for features instead of using industry standard terms. This increases the confusion and all of my tech/automations team are begging me to go back to HighLevel. Suitedash has so much potential but has over complicated every step of implementing their software to the point of it almost being unusable. To top it off, they charge you $50 to get any 1:1 help. Frustration on my team is at an all time high as we stopped over and over in our efforts to create systems and are forced to reach out to tech support at every step.

Review Source

Response from SuiteDash

August 22, 2023

Hi Kara, We appreciate your candid feedback about your experience with SuiteDash. It's great to hear that our custom client portals, task management, and team organization features were valuable to you in the past. We understand that the increased complexity can create a steeper learning curve. Your concerns about feature development, terminology, and technical support resonate with us, and we actively work to provide resources to educate our customers. Your feedback is crucial in our journey of improvement. We're committed to refining the user experience and ensuring our platform adds value to your business. Feel free to reach out with more insights. Thank you for your patience and support. Your friends at SuiteDash

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