# Page 13 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 13 - Is SuiteDash the right Portal solution for you? Explore 630 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/154949/SuiteDash/reviews

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SuiteDash

4.8 (630)

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

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Last updated April 22nd, 2026

# Page 13 - Reviews of SuiteDash

## Showing most helpful reviews

Showing 301-325 of 630 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

ZH

Zach H.  
Co-Owner  
Information Technology and Services  
Used the software for: 2+ years

### "Powerful Product"

June 4, 2022

5.0

Pros

spread, the ability to create automation, whitelabeling, and the flexibility to customize a lot of the features into a specific niche.

Cons

I wish they had the automations as it's own screen to be able to edit/add/delete instead of having to go open them via somewhere else and make changes...very weird UX for that feature. I also think their load speed has been slow for the past few years and I wonder if they have considered using a CDN to boost load time speed.

Review Source

Grimaldo O.  
Digital Marketing Specialist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great all-in-one business software suite"

August 5, 2020

5.0

It was a great experience. The software has good options and helps me manage my entire business from inside it! We can re-brand the tool so clients don't see Suitedash anywhere. It looks very professional.

Pros

It has everything a business need to run your back end support system. No need to get any other software tool to manage contacts, billing, projects, and files. It is useful to manage internal and external communication too.

Cons

Even though it is easy to use, the onboarding process takes time. There's a learning curve when it comes to switch to Suitedash from other tools. Although the guidelines and support is in there, we needed to study the tool before switching to it.

Review Source

Response from SuiteDash

September 8, 2020

Hi Grimaldo, and thank you for your feedback! 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/

JN

Jeff N.  
Owner  
Marketing and Advertising  
Used the software for: 6-12 months

### "Perfect automation tool for my business"

September 7, 2020

5.0

I have loved it! This was exactly what I was looking for to automate the daily stuff that I do to interact with my customers. They have weekly Q&A Webinars that go over everything and answer any questions that you have for setup.

Pros

I love the fact that SuiteDash allow me to bring customers to a custom branded portal so that I can provide services to them in a safe, HIPPA compliant environment. SuiteDash also provides an APP type service that allows my customers to put a custom branded app on their phone - it's pretty cool!

Cons

There are a lot of moving parts to SuiteDash - so there is some setup involved. BUT once you dig in and see the power, everything makes sense. It just depends on how mush you want to automate your business.

Reason for choosing SuiteDash

I had looked a several products, but non offered a custom white-labeled customer portal. They also have an app service that allows customers to access my portal on their phone.

Review Source

JG

Jim G.  
Senior Consultant  
Marketing and Advertising  
Used the software for: 6-12 months

### "Client Portal + Everything You Need Under One Roof!"

September 16, 2020

5.0

SuiteDash is a great product that's helping me organize and optimize all of my "back office activities." Even if you don't use all the modules (for example, you want to stay with QuickBooks or another platform for your invoicing), this product can really help your workflow.

Pros

SuiteDash puts all your business tools under one roof. With a single login, you can do everything from project management, to invoicing, to email marketing campaigns, and more. It also has a great client portal that can make your company look very professional. Staying organized isn't as easy as it used to be. SuiteDash was designed to basically tick all the boxes (which can really help lower your businesses overhead as far as software goes.

Cons

SuiteDash does a lot. That means, you have to take a little bit of time when your first getting started to watch a few videos (or read) and follow the instructions to get everything properly setup. Honestly, I'm lazy and usually read the instructions as a final resort. I don't recommend that approach!

Alternatives considered

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

Reason for choosing SuiteDash

I was looking for an established product that wasn't self-hosted.

Review Source

Paul T.  
Data Technician  
Marketing and Advertising  
Used the software for: 6-12 months

### "I love Suite Dash "

September 3, 2020

5.0

I use it for invoicing, webchat, CMS, email, projects.

Pros

The full feature set and awesome onboarding along with the complete White label solution are amazing. Support is just a ticket away and is prompt and thorough. I really like the money I am saving from purchasing many other softwares to cover all the functions available with SuiteDash

Cons

Being so all encompassing, there is a feeling of overwhelm with what has to be learned and implemented to get to a useable workflow. However, the comprehensive onboarding tutorials really don't leave you hanging. Great job in what is more often a poorly executed software function.

Reason for choosing SuiteDash

Cost, Quality of support and in-app help, versatility of services available.

Review Source

Response from SuiteDash

December 9, 2020

Hi Paul, and thank you for your review! We know it can be intimidating to get started, so we have launched our SuiteDash Academy as a helpful video resource: https://academy.suitedash.com/

Fran J.  
Chief Visual Officer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Just awesome!"

September 19, 2020

5.0

My marketing agency now has a portal for clients to interact with us, pay easily for their projects, and a centralized place to store all files for their projects.

Pros

It is so feature rich that it has meant dropping several cloud solutions and now having a one-stop solution. That reduces headache and saves money. Nice!

Cons

So many features meant that initially when setting up SuiteDash to be a custom solution I felt I was going round in circles sometimes. Thankfully the customer service is fantastic and they answered any questions I had at lightening speed.

Switched from

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

The long list of features, automations and integrations that make my company look like a tech powerhouse! :)

Review Source

Carin H.  
Owner/Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "SuiteDash Comprehensive CRM"

February 1, 2022

5.0

Using SuiteDash to onboard new website clients and task out the building of the site, includes scheduling, invoicing and portal for information and uploads

Pros

I love the automations and templating features

Cons

There are so many features, it does take a learning curve to get them all learned, luckily they have a huge support video library and documentation

Review Source

Bogdan G.  
CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "All in one business management"

July 29, 2020

5.0

Pros

I really like the circle option, it acts like a category for users. I also like the fact that you can show a different dashboard for each client.

Cons

Nothing. I find it really useful and replace a lot of other tools I was using.

Alternatives considered

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Reason for choosing SuiteDash

Because it has everything you need to manage an agency.

Review Source

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