# Page 14 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 14 - 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

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SuiteDash

4.8 (608)

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

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Last updated March 13th, 2026

# Page 14 - Reviews of SuiteDash

## Showing most helpful reviews

Showing 326-350 of 608 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

ZD

Zach D.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "SuiteDash does everything I need"

August 12, 2020

5.0

SuiteDash was pretty easy to set up, although I had to get a little help setting up the custom domain (support was very helpful). Outside of that, I've been spending time transferring existing clients from my old system to SuiteDash. I have yet to get everyone and all my billing moved over, but I love the interface and ease of use. I'm looking forward to moving over completely to really dig into some of the features I haven't yet had a chance to fully explore.

Pros

There's so much to love about it. As a small business owner, I love how integrated everything is. I've got my client communications, project management, and billing all in one place. It's easy to add clients as well as my own employees and contractors to keep everyone on the same page. I also love how easy it is to customize the look and white label everything, which helps give it an integrated feeling.

Cons

There really isn't much to dislike if you have a business that relies on communicating with your clients. If I could nitpick one thing, it would be very useful to be able to modify service prices.

Review Source

Akhil K.  
CEO & Founder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "All in One Client Portal & CRM"

August 7, 2020

5.0

I'm fully satisfied with the overall experience, especially the white-labeled Client Portal. The Client Portal is helping me to present a portal for my clients, where I can interact and share data with my clients.

Pros

SuiteDash is an amazingly strong all in one CRM for entrepreneurs and businesses. I have tried several different CRM systems, but none of them contributed a complete solution for all my requirements. From gathering leads to managing projects, SuiteDash grants me all the requirements needed for my team members and me. The initial setup is pretty straightforward, and the features are excellent for any type of business.

Cons

Everything seems great to me, but the UI/UX needs to be improved.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reason for choosing SuiteDash

SuiteDash provides everything we need to manage a business. Instead of using three separate software for managing CRM, Client Portal and Project Management, I can now use just SiteDash to manage everything.

Review Source

JS

Josh S.  
CEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Software That Is Actually Disrupting Industries"

August 19, 2020

5.0

Honestly It has helped organize our business and we needed a solution like Suitedash for what we wanted to accomplish. It helped us manage our incoming projects in a way that is easy for everyone in our company to maneuver.

Pros

Our team really loves the E-signature features, Client Portals, Communications, Time Management, and HIPAA Compliant Cloud Storage The Most. They have multiple Payment integrations and now even Zapier! They have so much already and their Roadmap points to exponential growth as well. I am excited to see this company develop a page builder as well as other features. They make everything painless and is definitely worth the money. The Whitelabeling is very forgiving even for someone who is a novice at CSS and for someone who is a developer, they will have a fun time customizing this software to their hearts content.

Cons

There is very little about this software we didnt like. The Invoicing is nice but can be confusing at first. Luckily, they have a comprehensive documentation system and excellent customer service.

Review Source

Response from SuiteDash

October 23, 2020

Hi Josh, thank you for your review! You'll be happy to know that we are in the midst of overhauling our Billing/Invoicing - soon it will be much easier to work with!

MI

Mr I.  
Managing Director  
Education Management  
Used the software for: 6-12 months

### "Great App "

August 18, 2020

5.0

great we love it.

Pros

forms customization, live communication within the system between staff and client, file organization, client handling and managing, project management is wonderful, support is so great. highly user friendly, staff learned it very fast, simple yet powerful. it is great and worked so far great with us.

Cons

staff role control need more attention especially in handling CRM with collaborator as freelancers.

Reason for choosing SuiteDash

pricing and package offer better for us

Switched from

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

two main reasons. one easy to use, covering all aspects of management we need. two, pricing is better.

Review Source

SJ

Sarah J.  
Operations Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Impressive Software To Manage Our Clients"

September 19, 2020

5.0

Very positive experience in the nearly 6 months I have been using SuiteDash. As operations manager, I have been able to gain a much better understanding of what my customers do, what they like, what they don´t, and better ways to serve them quickly and efficiently.

Pros

The CRM client management is by far one of the best tools I have at my disposal now. Since SuiteDash was incorporated into our business digital infrastructure, we have saved massive amounts of time managing our customers, and our customers love having access to their account via the mobile app.

Cons

I truly don´t have any big issues at all using SuiteDash, if I had to point out some “negatives” it would simply be the fact that for a non-tech person like myself, the learning curve at the beginning can be a little daunting. However, after just a couple of days I managed to get everything in place as I envisioned.

Alternatives considered

[Jumppl](https://www.capterra.com/p/177456/Jumppl/)

Reason for choosing SuiteDash

Far superior features in every way, and SuiteDash customer support is outstanding.

Review Source

LR

Lindsay R.  
Owner  
Accounting  
Used the software for: 6-12 months

### "Thank you Thank you THANK YOU!!!"

January 23, 2020

5.0

I have been searching for a business solution like this for YEARS! My gratitude for finding SuiteDash is endless for all the ways they have helped streamline and organize my business. Sure, there are great task managers out there, CRM software, client portals, etc. but to have them all in one place? This is a dream. Set up was a breeze, I could actually do it myself and when I ran into an issue the customer service was top notch. Not only did I get an email response with a detailed explanation of how to resolve my issue, there was also a video included so that I could visually see how to accomplish the task. Brilliant idea! Why this software is not implemented in every office blows my mind. Bravo guys! Bravo!

Pros

Ease of use, capabilities, end user interface, the list is endless.

Cons

When I find something, I will let you know.

Reason for choosing SuiteDash

It had everything I was looking for.

Review Source

MR

MJ R.  
COO  
Sports  
Used the software for: Less than 6 months

### "Very flexible, user-friendly platform with great service"

August 11, 2020

5.0

Pros

while built for marketing agencies, we have a completely different use case (using it for facilitator and board of directors onboarding). SD is flexible enough to accommodate multiple use cases since forms, documents, to do items, and portal pages are all things most businesses need. set up is very intuitive and their service has really been outstanding, in terms of turnaround time and quality of help. our users also find it easy to navigate, especially since you can customize the menus they see. looking forward to future features they will develop!

Cons

we have run into some issues with a client's spam filter blocking any/all emails from SD. we are trying to get this sorted with the smtp option they have on the platform.

Alternatives considered

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)

Reason for choosing SuiteDash

way more flexibility for our non-traditional use case.

Review Source

Response from SuiteDash

October 1, 2020

Hi MJ, and thank you for your feedback! Please contact help@suitedash.com for any difficulties you are experiencing with the platform :)

LG

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

### "Client portal with focus on reducing friction in agency-client relationship"

July 30, 2020

4.0

Suitedash provides onboarding and workflow automation features that manages to cut down time investment on repetitive tasks. All in all a solid piece of software to manage your agency that your clients will appreciate.

Pros

Suitedash is a solid solution for onboarding clients and requesting digital assets. After trailing a few project management and agency all-in-one solutions, I went with Suitedash because of their client portals, automations and “Magic-Link” feature. It shows that the folks calling the shots on what kind of features to implement know the reality of the agency-client relationship (and try to please both). This is reflected in features like the “magic link” that sends an auto-login link to you client which nixes the requirement for them to remember the password to access their client portal. It´s small features like these that displays the dedication of the team to eliminate the friction of the agency-client interaction.

Cons

The UI is a bit dated and I really miss an open API and Webhook support.

Review Source

Response from SuiteDash

August 4, 2020

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.

Sebastian M.  
Digital Design & Marketing Specialist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Best Whitelabel Dashboard"

April 15, 2022

5.0

Overall great - everything you need to get started is available

Pros

The fact we could implement all our branding into and be able to manage clients seamlessly

Cons

I would say more custom features, forms would be a big thing for us. Being able to customize a form to very specific fields or dropdowns.

Review Source

Amrin G.  
Growth Hacker  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Fantastic Client Portal + More! Love the Customizations!!"

July 28, 2020

5.0

Suitedash is little overwhelming because of too many features but fortunately detailed documentation makes it easy to set up. Suitedash support team is super amazing. It makes everything that we need to manage CRM, billing, communication, and project management in one system. It's a great all in one tool.

Pros

Suitedash is very customizable in pretty much every aspect. Tons of features. HIPPA complaint. Detailed documentation. Quick Support. The list is endless.

Cons

Interface and integrations. The interface looks little outdated. It'll be nice to have more integrations in future.

Review Source

Ameya A.  
Founder  
Retail  
Used the software for: Less than 6 months

### "A Great Software. All rounder"

July 28, 2020

4.0

Pros

This is a all rounded software and offers many functionalities at one place. We are in starting phase of company and don't want to invest much on multiple softwares. This gets the work done.

Cons

The interface can be little faster. Feels little slow at present Not very optimized invoicing for Indian business

Switched from

[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/)

I wish to shift to a software that does multiple functions from one platform. Something that is affordable as well. Still experimenting SuiteDash for invoicing.

Review Source

CF

Crystal F.  
owner  
Computer Software  
Used the software for: Less than 6 months

### "Great Software"

April 21, 2022

5.0

I love the software and recommend it

Pros

I would give suite dash 5 stars because I really like the system but if I had to say there was one thing I would say would be a issue would be the slowness of the system.

Cons

It takes a long time from the system to load and this makes doing tasks extremely long because of the wait time

Alternatives considered

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

Reason for choosing SuiteDash

The ability to customize

Review Source

RG

Robert G.  
Founder  
Computer Software  
Used the software for: Less than 6 months

### "Expense Saver, White-labled, & Less Logins To Do More!"

December 12, 2020

5.0

Pros

SuiteDash enables our company to remove excess software and expenses as well as minimizes logins which is great since having to log into 5 different places to achieve a task is horrible. On top of that (out of many of the pros), we can white-label everything \[love the web apps\], and we can automate!

Cons

No Pabbly Connect integration. The UI can be modernized, and I can only hope that the team focuses on the best possible product as they are very good at many things and there is a general belief that if a company is a jack of all trades then it won't be great at anything but maybe, just maybe Suite Dash IS great at getting what I'd say pre-enterprise customers everything they need in one place which is great for us!

Reason for choosing SuiteDash

SuiteDash takes care of proposals (new feature), automations, HIPAA strength conversations between clients and us, and so many things like what! This is exactly what we need - secured file delivery \[without the recipient needing to login or create an account (coming in a future release, I think)\], etc!

Review Source

CV

Christian V.  
CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "Great "all-purpose" product"

April 15, 2022

5.0

Pros

SuiteDash offers the great advantage of having a single product/platform that let you manage several aspects of your daily work: from CRM to proposals and estimates, from LMS to Project Management. Furthermore, each customer can have access to a portable customized for every single need. Simply great!

Cons

Having so many features the learning curve is not so quick, moreover, there is no automated translation in a different language, even if every single field can be manually translated anyway

Review Source

KB

Kevin B.  
CIO/IT  
Information Technology and Services  
Used the software for: Less than 6 months

### "SuiteDash the small business people CRM"

August 18, 2020

5.0

1\. So far having a great experience with customizing and using suitedash

Pros

1\. First thing you'll notice is that the the dashboard is bright and clean all the tabs are located on the left on a collapsable side bar. 2. It contains al of the daily used tabs in the right spot 3. The ability to use a vanity or custom domain lets you get a professional look and integration with your existing site for easy client logon via the portal

Cons

1\. The lack of a helpdesk intergration which would allow you to capture and track client issues and requests.

Alternatives considered

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)

Reason for choosing SuiteDash

1\. cost 2. Ease of use

Switched from

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

i wasn't enjoying the software

Review Source

Response from SuiteDash

October 23, 2020

Hi Kevin, and thank you for your review! We have Support Tickets planned for Q4, so stay tuned :)

AG

Andre G.  
Business Owner  
Retail  
Used the software for: 6-12 months

### "Superb Product for Business Management"

September 17, 2020

5.0

\- Management of various software subscriptions from one portal interface. - Slack messages - Project development interface, for collaboration with design team. - White labelled business intranet for collaboration with clients and staff.

Pros

SuiteDash offers a solid business interface that can be FULLY white labelled to your business! This software is so versatile. We have customized the interface to suit our operations with tools we use everyday. Easy access to business management tools, media storage, client facing interface that leaves a highly professional impression. Top marks! SuiteDash has become an indispensable part of our daily operations.

Cons

Better control of the Dashboard widgets would be great. Also, direct integration with Hubspot.

Review Source

ZR

Zach R.  
CEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "All in one solution"

August 21, 2019

5.0

I tried every top of the line CRM and client management software service that there is and SuiteDash is the only system that is both affordable and meets every need my team has. Thanks SuiteDash team! Keep crushing it.

Pros

SuiteDash offers everything I need to manage my CRM, billing, communication, and project management in one system. I can even effectively manage my clients, employees, and anyone else by creating a distraction-free workspace.

Cons

No cons from me. The SuiteDash team is quick to respond and even develop new features.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Switched from

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

Hubspot was too expensive and required endless training. Their services are great but SuiteDash offers more features for a fraction of the cost.

Review Source

Patrick K. S.  
Owner  
Marketing and Advertising  
Used the software for: 6-12 months

### "Great for customer interaction "

September 9, 2020

5.0

I wanted an easy to use crm that was not cluttered with things I would not use.

Pros

I love giving my customer a way to upload images and documents into their own private area. It really makes them feel safe and like a vip

Cons

like all crm programs it takes awhile to get the hang of where everything is located.

Review Source

Kiran N.  
Founder / Chief Creative Officer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Save tons of money from this one tool"

July 29, 2020

5.0

The good thing is we replaced a bunch of tools and use the just one which allows us to see the entire client journey!

Pros

All in one solution for our agency! We were using many tools for various purposes and paying all of them. With SuiteDash we do everything in one platform and no need to shift between software...

Cons

Didn't find anything so far! exploring more and if I find something I will surly add here!

Reason for choosing SuiteDash

Cost effective and team need not open multiple tools!

Review Source

GR

Greg R.  
Owner  
Media Production  
Used the software for: Less than 6 months

### "Excellent CRM, Project Management, And Invoicing Tool"

August 20, 2020

5.0

The biggest problem solver is the fact that the CRM is tightly integrated with both projects and billing. The onboard timers are also helpful in both time management and in billing for time.

Pros

SuiteDash is an excellent all-in-one CRM solution for managing a business. Since we have started using the platform, managing our projects and customers has become much more streamlined, and collecting payment for invoices is much more efficient than ever. The internal messaging platform is also a time-saver since we don't have to leave the platform to communicate with our customers. We highly recommend SuiteDash for any business owner who needs an integrated platform to manage all facets of their business.

Cons

As with most new platforms, there is a learning curve. Navigating around takes some getting used to, so a little more in-depth online help is always appreciated.

Review Source

Response from SuiteDash

October 23, 2020

Hi Greg, and thank you for your review! We know SuiteDash can be a little intimidating with so many features. That's why we started out Simple Start series. We've linked to the videos directly in your Getting Started Widget, so be sure to check them out :)

SB

Saskia B.  
Tech blogger  
Online Media  
Used the software for: Less than 6 months

### "Great all-in-one tool"

August 17, 2020

5.0

Overall I'm really happy with my purchase and am excited about the upcoming features on the roadmap.

Pros

I like that it combines many different areas of managing a business (even my small side-business) like CRM, project management, documents, invoices, online payments, chat... It is very customizable and can even be (manually) translated to any language you like. It can be white-labelled completely and the team is very responsive when it comes to user suggestions and support. They also have a public roadmap with exciting upcoming features on it.

Cons

Even for a techie like me, learning the powerful and flexible system took quite a while and some aspects (like task management) is a bit complex - like you have to assign dates and people to a to-do instead of being able to quickly jot the tasks down and worry about due dates / scheduling later. Because the system is so big, it also took me quite a few hours to translate everything into German. It did cost me much effort, but now I'm happy I did it.

Reason for choosing SuiteDash

Because I liked the feature set, trust the team behind the product and was lucky to take advantage of a certain promotion that boosted the value-for-money relation even higher.

Review Source

Response from SuiteDash

October 23, 2020

Hi Saskia, and thank you for your review! We are currently looking for official translators for the platform, so I highly recommend you contact our support team at help@suitedash.com with your fully-translated German platform :)

SD

Seth D.  
Adult Sleep Coach  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "One-stop shop for my business"

July 28, 2020

5.0

My experience has been extremely positive. I was using a similar system before that worked pretty well, but that provider's development team was slow to roll out new and needed features. SuiteDash has shown that they're hard at work improving on an already great product. I plan on being a long-term user and benefiting from the platform's constant evolution.

Pros

I love that SuiteDash helps me manage almost all of my business needs from one platform. From scheduling to invoicing, and from email marketing to client portals, I'm able to handle it all with this software.

Cons

There are a couple of features that I'm waiting for, such as proposals and team-scheduling functionality. But the SuiteDash team indicated that those features will be coming within the next weeks and months, so I am more than happy in the meantime.

Review Source

Response from SuiteDash

September 3, 2020

Hi Seth, and thank you for your review! Yes - we have Proposals coming just around the corner, so stay tuned :)

CB

Connor B.  
Owner / Software Developer  
Information Technology and Services  
Used the software for: Less than 6 months

### "Excellent all-in-one software"

July 28, 2020

5.0

It's been great so far. I feel like they're really fostering a good community. Support is excellent, and the product really supports my workflow as a freelance software developer. There are so many features in this product that I'm still discovering some (for example, subscription billing, etc.)

Pros

I love that SuiteDash has everything in one place AND that it allows you to customise your branding. I was looking for a CRM software, and had liked the tool I was already using for time-tracking and invoicing. After giving SuiteDash a try, I ditched my other tool and ported over immediately. Extra features like appointment booking, digital contract signing, email marketing, etc. were all just excellent bonuses.

Cons

Honestly (and it's silly), the URL structure in the URL bar bothers me. They use camel-casing.. Beyond that, the UI looks a bit dated compared to other tools, but the functionality is just amazing.

Review Source

GK

Gary K.  
Owner  
Graphic Design  
Used the software for: Less than 6 months

### "Excellent software that really does more than expected!"

August 24, 2020

5.0

Pros

There is so much to like about this software. I was using 2 (at one point 3) other services to do everything that SuiteDash does until recently. I was not aware that it was possible to have one site to rule them all but SuiteDash offers this. It has really helped me completely integrating my CRM along with invoicing, time tracking, project tracking, accounting and more.

Cons

Ok, well, although it does everything it does it mean that is a little con with this. It is a little overwhelming at first. The learning curve is a little uphill but not steep and they do have tutorials and assistance all over in the places that you would need it so you don't have to dig to find an answer. But hey, what can you say bad for a product that has it all? It takes a little time to get moving... not that long though. :)

Review Source

Response from SuiteDash

October 23, 2020

Hi Gary, and thank you for your review! "One site to rule them all"...we love that :)

Lisa S.  
Chief Managing Officer  
Financial Services  
Used the software for: Less than 6 months

### "SuiteDash - all that and a bag of chips"

September 16, 2020

5.0

Their step-by-step help section makes sure you fill in all the blanks IN THE RIGHT ORDER.

Pros

So much in one place! I went in looking for a client portal and found that it also filled the need for the email scheduler AND workflow.

Cons

It doesn't yet integrate with Microsoft Outlook for the calendaring isn't tied in.

Alternatives considered

[CoSchedule Marketing Suite](https://www.capterra.com/p/158290/CoSchedule/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing SuiteDash

I chose SuiteDash so that I didn't have learn so many separate programs AND figure out how to best integrate them.

Review Source

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