# Page 12 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 12 - Is SuiteDash the right Portal solution for you? Explore 608 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154949/SuiteDash/reviews --- SuiteDash 4.8 (608) [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 March 13th, 2026 # Page 12 - Reviews of SuiteDash ## Showing most helpful reviews Showing 276-300 of 608 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mitul D. Growth hacker Marketing and Advertising Used the software for: Less than 6 months ### "All in one Suite for my Digital Agency" July 31, 2020 5.0 If you are looking for all in one solution especially if you are agency Suitedash is your answer. Pros CRM & Client management with Onboarding, Billing/Invoicing, and Project management, Most impressive feature is Client wise file and folder sharing with user rights. Suitedash replaces all my different tools like Project Management, Email, and Drip Marketing, Client Portal, team communication almost saved 900$ per month. Cons Nothing specific, awaiting new futures which are on roadmaps like quote/Proposal management and Fresh UI Switched from [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) Looking for simplified solution with affordable cost (who's feedback from accept more than 256 character atleast 😄) Saving Big bucks and Suitedash have all the solution I was looking for. Review Source Response from SuiteDash August 7, 2020 Thank you for your feedback! We are very close to done with Proposals...so stay tuned :) BH Ben H. Manager Design Used the software for: Less than 6 months ### "OKish, but not great." February 24, 2023 3.0 I tried to bring everything under one roof to reduce the amount of systems we use. In the end, I had to give up and go back to the separate systems that do their one thing really well. Pros SuiteDash tries to do everything under one roof. Tasks, project management, time tracking, invoicing, client portal. And it does do it all, so that's neat. One tool for all that is handy. Cons The problem is that SuiteDash does all these things, but doesn't really do any of them that well. Customising the portal to look how you wanted is limited, and the feature sets in each of the areas just seem very basic. Like it's a 1.0 version. Jack of all trades, master of none. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing SuiteDash It looked friendlier for clients. Switched from [Plutio](https://www.capterra.com/p/179406/Plutio/) Plutio was buggy, but better when it worked. Review Source Response from SuiteDash May 12, 2023 Thank you for sharing your feedback on SuiteDash. We appreciate your recognition of our goal to provide a comprehensive solution for various business needs. We understand your concerns regarding the customization limitations of the client portal and the perceived basic feature sets in different areas. We continuously strive to improve and enhance our platform based on valuable feedback from users like you. We appreciate your consideration of SuiteDash as a tool that can streamline your systems. Thank you for sharing your experience, and we appreciate your input. Your friends at SuiteDash Rolette W. Owner Accounting Used the software for: Less than 6 months ### "Powerful CRM" September 16, 2020 5.0 LOVE IT! It's a great program and can't wait until it's 100% implemented in my firm. It's great! Pros I love how it is very robust. It's a very powerful CRM and for my accounting firm, I was trying to find something that is the "unicorn" CRM that a lot in the industry is looking for. Cons It's hard to implement. I am still in the stages of implementation, but I'm not giving up on this program. I still haven't found out if there's recurring reminders, but until then I've been using it. Alternatives considered [Keap](https://www.capterra.com/p/76390/Infusionsoft/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) I had the free version of Hubspot and it's not as robust as it says it is unless you spend more to get it. Review Source CC Cherisa C. Process Consultant Management Consulting Used the software for: 6-12 months ### "Convenient and Scalable " January 11, 2023 5.0 Pros I love having my core processes in one system. No need for onboarding new hires with multiple systems, passwords and requirements. It’s all there. Cons Some times the system has a little lag time but it doesn’t normally affect the functionality of the system. I’m sure it is something that will be resolved. Reason for choosing SuiteDash The convenience of all in one. Review Source Bakari C. Web Developer Media Production Used the software for: 6-12 months ### "All-in-One Solution for My Freelance Business" February 16, 2021 5.0 It was a little frustrating at first to figure where to get started because I had no prior experience with CRM management system. So a few months later, I spent an entire weekend completing the setup. I got a real good sense of how the features work and how to use them. SuiteDash includes built-in instructions which is very helpful to getting everything done. Now I just make changes based on my clients' needs. Pros SuiteDash has become a huge time saver for communicating with my clients. Basically, SuiteDash is a complete CRM solution, including features for billing, project management and notifications, messages, forms, documents, chats, and much more. I particularly like the Impersonating a client feature so that I can always see what my clients see when I configure settings and content. SuiteDash includes a community forum for getting questions answered, and there’s lots of documentation for getting set up. Cons No real cons. It just takes time to set up. You need to read the documentation, and don’t expect to complete the set up in one hour. Review Source HP Hoang P. CEO E-Learning Used the software for: Less than 6 months ### "SuiteDash - the only one you need for all business needs" August 15, 2020 5.0 I need a combined system that can help me with all my (fundamental) business needs. For example, to identify the leads, managing those leads and funnelling into sales. I also need to manage clients from the sales, and convert into more sales, with different billing requirements. There are also various client-related projects with staff and progress that need monitoring. Normally, each of this would require a separate system, and it is easy to find one good system for each need. But it is much more difficult to find one integrated system with all those features. And when you can find one, it is eithere too expensive to your budget, or each feature does not really meet all requirements. SuiteDash is so far the only system that is affordable to me, while magically having over 90% of what I need for my business. Pros SuiteDash has everything I need to run the business: a powerful CRM system, a sophisticated Project Management platform, Marketing monitoring, Work Flow management, Billing etc. Everything I can think of for running the buiness are there, like in a 6-star hotel. The design is conveniently arranged. And as it is one integrated system, I do not have to worry about connecting different systems together. The UX design is simple, yet convenient. So far my experiences are quite smooth. Cons I just expect to have more detailed guidance about how to fully use all features of the system. The ones I am using are quite good right at the beginning with default setting and fundamental features, but I always know I can do more with SuiteDash. Point is how to use them all. Reason for choosing SuiteDash SuiteDash is so far the only system that comprehensively combine all the fundamental features for business, is sophisticated enough to satisfy most if not all of my requirements for each feature, and most importantly most affordable for my business. Review Source BF BRIAN F. CEO Legal Services Used the software for: Less than 6 months ### "Good tool with potential to become even better " August 6, 2020 5.0 I am impressed with the potential here. I have a service business and this is my first CRM. It is to replace excel spreadsheets, a whole bunch of standalone platforms, and add better project management and reporting to the system. It is a big learning curve to transition from manual systems to integrated CRM, but the time savings potential and reporting functions cannot be overlooked. Pros I like: • it is a centralized tool that replaces a bunch of manual functions or collection of independent tools • ability to create a contract from estimates, invoices, project, contacts. • good sized storage of files in the platform • generous account limits for different services (except storage size and number on team) • customizable dashboard • very good support, quick reply, responsive • can be white labeled • has a stable history, small company, but not new • well organized, logical, intuitive UX • can create recurring tasks • can setup plans and recurring invoices • have options with payment gateways. Cons I think there is room for it to grow, including: • the e-signature functions look so ugly, are not very customizable, and are limited with source documents • seems a little behind the curve with integrations to other systems & platforms • needs work to provide more calendar sync (ie hotmail) • email marketing is still limited • UX seems outdated Alternatives considered [ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/) Reason for choosing SuiteDash Better customer support, more value for money, focus on serving as client portal Review Source Response from SuiteDash September 28, 2020 Hi Brian, and thank you for your feedback! Your suggestions will help make SuiteDash even better. We appreciate your valuable insight on how we can improve our platform. EB Emily B. Associate Attorney Law Practice Used the software for: Less than 6 months ### "A game changer!" January 17, 2023 5.0 SuiteDash has really helped us provide a user-friendly, secure portal for our clients, which we were in desperate need of. In addition, however, we are able to schedule our clients and send automated reminders and calendar invitations for appointments (which we used to do manually!) Pros We are a small law firm and were in desperate need of automation capabilities for our internal processes. We found SuiteDash and it was a game changer! Not only were we able to automate certain processes but we were able to offer a secure client portal system for our clients. We worked with a SuiteDash Wizard (\[SENSITIVE CONTENT\]) to help us learn how the software could apply to our business and every experience was phenomenal! Cons The only downside we've found is the learning curve when initially setting up SuiteDash. Luckily, there are Wizards who are available to answer questions specific to your needs and lots of helpful videos on YouTube. Review Source PS Paul S. Owner / Operator Computer & Network Security Used the software for: Less than 6 months ### "SuiteDash all in one solution to running things…" August 7, 2020 5.0 Having all the common things you do or need to do in one place has made it easy to track progress and to know where you up to with clients. Pros SuiteDash has been a huge time saver for me as I used to have to run separate apps and programs to be able to do all the things needed to run a business. I can now create tasks that need doing and have then accessible from different mobile devices as well as a simple browser when I need to update or create new jobs. After that I would then create an invoice in yet another program. Having clients updated with progress and emailing files for their review was another thing needing to be done. I have discovered that now I have been using SuiteDash that all of this is easy to do in one place. Makes all the normal process easy and once done you know it will get to where its supposed to. When you receive feedback or want to know the status of something its all in one place. I am glad that I found this all in one solution to running things… Cons Nothing I have noticed so far as in combines all the things I do in one place. Reason for choosing SuiteDash Because all the thing I need to be able to do are now all in one place. Review Source Response from SuiteDash September 28, 2020 Hi Paul, and thank you for your feedback! We're thrilled that you you are so happy with SuiteDash combining so many functions - it's exactly what we aim for! SM Stefano M. Design Strategist Marketing and Advertising Used the software for: 6-12 months ### "A centralised suite of apps to run and manage all your business. " August 27, 2020 5.0 As we help customers in creating and managing their online identity I was looking for a tool enabling my team to see the overall situation of a customer and the progress made in the project. Suite Dash enables every one on my team members to open a project and having at a glance understanding of the overall situation with a customer. Pros SuiteDash is doing a great job in unifying the job that normally requires about 10 or more apps for managing and running your business. I love boing able to have all my team onboard on this, making each team member responsible for a specific part of the project with each customer. I love the kanban functionality enabling me and the team to set task and deadlines for each part of a project. The customer portal is pretty neat and I love the magic log-in function (when users do not remember their credentials). I find the ability of creating 'circles' another amazing feature speeding up the process of sorting my customers out based on different variables. Cons The only downside of using such an articulated app is that it requires you to familiarise with the different parts of it and how they connect to one another. I find that this initial time is an investment that will pay back every new project you start and manage. Reason for choosing SuiteDash Mostly for the ability to manage the all business from a single platfrom rather than using 10 or more different apps. Review Source DC Doyle C. Owner Accounting Used the software for: 6-12 months ### "Ok product" February 10, 2023 3.0 Overall it was good for the price. Pros I think the price was good for what it offers. Very customizable. Cons There were a few glitches that I never worked out. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing SuiteDash Pricing Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) More options Review Source VR Verified Reviewer Director Accounting Used the software for: Less than 6 months ### "One app to rule them all !!!" August 5, 2020 5.0 Very solid software,it is worth spending time to move your data from multiple apps to this One. Pros 1> One place to manage your business 2> Appointments make working online easy 3> CRM helps in keeping in touch with clients and recordkeeping 4> Includes marketing , billing to clients , Forms for lead collection 5> One of the rare Saas to include automation ( limited form of Zapier) 6> Customer support for founder has been super , needed initally for onboarding , otherwise it is a solid app. 7> Inbox and support for our customers also. Cons Problems of plenty ... need to spend some time to learn to use all the features, However support is great and they have in context help which can help with this hurdle. Review Source Response from SuiteDash September 8, 2020 Thank you for your review! SuiteDash has a lot of features and we recognize that it can be overwhelming to get started. That's why we are now focusing on our "Simple Start Series" on our Youtube channel. You can join us here: https://www.youtube.com/c/Suitedash/ Feras N. Principal Consultant E-Learning Used the software for: 6-12 months ### ""An Amazing All In One Business Solution!"" September 24, 2020 5.0 Suitedash helps us as a business in many ways. We heavily use its CRM feature and we rely a lot on the invoicing system within it. Pros I Love How wholesome the system is, it is a fully loaded business solution with a lot to offer. A great addition that SuiteDash is the great customer service they provide and the care they provide to their users is second to none! If you are considering SuiteDash, then my advice to you is to go for it! you can never go wrong! Cons I don't see much that i dislike. this is the third month that my team and i have started using Suitedash, and we have no complaints whatsoever! Review Source Laurent M. Digital marketing consultant Marketing and Advertising Used the software for: Less than 6 months ### "A must-have for anyone who has clients" September 21, 2020 5.0 Very good! I can finally focus more and more on my core business. Thank you SuiteDash, really. Pros Centralization and ease-of-use. This is the main challenge: not wasting thousand of hours a year checking emails, WhatsApp, Messenger, SMS and so on to see if one client tried to contact us (don't forget to include the awfully famouse spam folder). And on the second place I'd add: avoiding questions about docs and versioning (where is the doc about that? I found this doc, is this the latest version? etc.) SuiteDash actually does work. It's as simple as that. And that's why you need it. Cons Still a bit difficult for non-techie people but hey, honestly, you'll never find a tool that works for 100% people. My main concern actually would simply be about them wanting to add more and more features and doing so making it less simple and reliable. But I'm pretty condifent that won't happen. Reason for choosing SuiteDash Didn't even know that kind of tools existed... Review Source RI Rick I. Financial advisor/owner Financial Services Used the software for: 6-12 months ### "Fantastic white label client portal and CRM!" September 20, 2021 5.0 Fantastic! They are constantly updating and communicating a roadmap of new initiatives. Pros Ease of use. I was initially just looking for a client portal vendor. The Creation of digital intake forms is a huge added bonus! Cons The search function within the CRM could be easier. Other than that I really don’t have issues with the software. Reason for choosing SuiteDash One product to do everything; digital form creation, secure inbox, file sharing and secure client data storage plus CRM. Review Source VR Verified Reviewer CEO Media Production Used the software for: 6-12 months ### "My team loves SuiteDash!" May 20, 2022 5.0 Pros We now have a whitelabel portal for our costumers! Cons I think the product is near to perfect. The team is developing very fast. We like that! Review Source Nataliya B. Owner Marketing and Advertising Used the software for: Less than 6 months ### "A Software to Tie Your Business Process Together" July 30, 2020 5.0 Very positive - I am happy to have a tool that has been on the market and has matured, it feels very solid with all the features. I appreciate that is mobile-friendly and fully customize-able for different types of businesses. Pros I love the amount of automation you can create with SuiteDash - it can grow with your services and the team. I appreciate that it can be white-labled and integrated with all essential tools that I use. No need to switch between client portals, project management, marketing campaign management, billing - all in one space. Cons There is a little bit of a learning curve but it's ok when you consider that this software is covering a lot of uses. I would like to see a few business models with a complete setup as an example for me to follow during the setup. Having said that, the videos that are available online are very good and were by support during implementation for my business. Support was also helpful via email. Review Source ER Emanuel R. Owner Marketing and Advertising Used the software for: 6-12 months ### "Perfect All-in-One Solution for Small Businesses" August 24, 2020 5.0 We wanted an all-in-one solution to track project progress, invoicing, signed contracts that was easy to use. Pros SuiteDash is easy to use and is perfect for tracking clients from initial sales call to completed project! Cons I wish there were the ability to upload a csv file with all of our existing client data from the old software to the new software. The initial setup took a bit of time. Alternatives considered [Jumppl](https://www.capterra.com/p/177456/Jumppl/) Reason for choosing SuiteDash Cost and ease of use! Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Cost Review Source Response from SuiteDash November 3, 2020 Hi Emanuel, and thank you for your feedback! SuiteDash does have the ability to import your Contacts via a CSV file. As long as your old software has the ability to export into CSV, you're good to go! TP Tim P. Owner Entertainment Used the software for: 6-12 months ### "Everything in one place" May 18, 2022 5.0 we are very happy with our selection. We also love that there is a community of users that we can bounce ideas off of and that we can get support very quickly. Pros My team and i were shopping for software to use as a portal for our customers to use as a dashboard when working with us and this more than fit the bill. Cons for me, it can do a little too much so there was some time that we needed to learn a new system but was worth it. Review Source SS Sergio S. CEO Construction Used the software for: 1-2 years ### "Complete and customizable " September 6, 2022 5.0 Pros Very complete software for the price, it’s constant updates to keep with the latest trends if outstanding. Cons Schedule , schedule takes time to learn it but is with spending the time. Review Source VR Verified Reviewer Graphic Designer and Surface Pattern Maker Design Used the software for: Less than 6 months ### "Perfect CRM for a client portal" August 9, 2020 5.0 Enables me to contact clients, send files and invoices all in the one place. The clients can put in work requests and its all branded to suit my brand. Perfect solution Pros My favourite aspect of SuiteDash is the ability to design the client interface/portal to suit my branding and the information that I need them to have easy access to. Making the portal both client friendly and easy to use for myself. Also the ability for clients to put in work requests that can populate direct to an invoice, makes getting payment so easy. Cons Setting up some of the flows was a little tricky, but it turned out how I was looking at it was backwards and the tech guys helped out and explained it, the help team solved my issue and were really helpful Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing SuiteDash The ability to have a white label product designed perfectly to suit my branding and competitive pricing. Review Source Response from SuiteDash October 1, 2020 Hi, and thank you for your review! We're happy to hear that our Support Team cleared up any confusion regarding FLOWs. We understand that some of the more powerful features of SuiteDash can take some time to wrap your head around. Thanks again for your feedback, and we always appreciate a shoutout! KJ Kayla J. Consultant Marketing and Advertising Used the software for: 6-12 months ### "More features, more power for your business" April 3, 2020 5.0 Positive, we switched from a competitor when we realized that this software had more of the features we were left wanting. Pros We've tried a number of similar management software companies but SuiteDash has been the best one thus far. It offers a lot of features from CRM, reporting, social media managment, customizable user dashboards to clear clutter off our screen, and a lot more. What's nice is you can whitelable your system so that employees and clients see consistent branding and professionalism. It's easy to message coworkers, set up tasks, and keep your business on track. Cons There was a learning curve when switching from our previous software to this one, but support was quick to respond to our questions (in about a day) and helped us learn how to navigate SuiteDash quickly. Review Source Response from SuiteDash April 9, 2020 Thank you Kayla, we are thrilled to hear SuiteDash is working well for you! Many more great features in the pipeline... stay tuned :) MH Marcel H. Senior Business Development Manager Management Consulting Used the software for: 6-12 months ### "Easy automated collecting of necessary customer data. " September 13, 2022 5.0 There are many very easy to follow videos in the SuiteDash Academy. And of course such an impressive all in one business solution always take a little bit of time to get to know all the main ffeatures. But after this first practicing you will love this tool. Pros SuiteDash has an impressive range of features for nearly every business case. Cons You need some time to discover all features of this mighty tool. But this is not a real Con. Review Source Rohin D. Lead Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Very nice Customer management and billing software" July 29, 2020 5.0 Had a great experience using this app. Highly recommended Pros Suitedash is 100% whitelabel software, they have inbuilt email marketing, flows, client portal and many other great features which stands out pretty well as compared to other competitors. It has many inbuilt integrations and support is awesome too. Cons It doesn't have PayPal as recurring. Only Stripe and Brainstree so I hope they will add Paypal soon too Switched from [Plutio](https://www.capterra.com/p/179406/Plutio/) Suitedash is more user friendly and has great features than plutio. Review Source Response from SuiteDash September 3, 2020 Hi Rohin, and thank you for your feedback! We'd love to add the subscription ability for PayPal, but unfortunately this is a limitation of that platform. However you can set up a subscription with either Stripe, Braintree or Authorize.net :) Rob H. Director of Business Marketing and Advertising Used the software for: 6-12 months ### "Beautiful portal, easy for our clients to use, very customizable." October 26, 2020 5.0 Pros Magiclink login for clients... since, you know, clients always remember their passwords right? I also really love the link click file drop, that has been the biggest time saver for our agency.. no more dicking around with Drive or Dropbox trying to get clients to understand them. I also love the white label abilities and how well rounded it is. The ability to do everything in one platform is nice. I don't have to use everything to get the greatest use out of it either. I have mine customized where its a centralized location to send my clients for their analytics, training, support and managing their client profile. Will transition our billing & contracts to it soon as well. Cons Wish it would integrate with Xero, I saw on the roadmap that it's on its way. Also would be nice for a bit more flexibility in the contracts part for drag and drop. Review Source Similar Products Featured