# Page 15 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 15 - 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 15 - Reviews of SuiteDash

## Showing most helpful reviews

Showing 351-375 of 608 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AP

Aj P.  
Owner / Lead Developer  
Marketing and Advertising  
Used the software for: 6-12 months

### "Amazing software"

April 18, 2022

5.0

Such an excellent experience. Support is second to none.

Pros

Such a powerful piece of software for the price. Helps out our small business SO MUCH.

Cons

There hasn't been anything we ran across yet.. If I had to say something, I would say Ease of White labeling could be a little easier.

Alternatives considered

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

Reason for choosing SuiteDash

Flexibility, and Support

Review Source

JA

John A.  
Counsellor  
Mental Health Care  
Used the software for: Less than 6 months

### "Incredibly customizable and convenient for private businesses and non-profit work"

September 18, 2020

5.0

It's be a RELIEF. It offers a complete package for what I need working with clients in my counselling practice. The white label branding is especially good for making it a part of my personal website.

Pros

How customizable it is. The hardest part in finding software like this was being able to adjust the language so that it wasn't so business-focused. In the mental health counselling world, "languaging" has become so important, and the ability to adjust the language throughout the entire platform has been incredibly helpful. You just need to check out the translation feature to "translate" into language more friendly to your purposes.

Cons

I'm hoping for more ability to use this as a networking tool. The message board feature in the projects is especially appealing, as is the instant messaging system. However, the message boards aren't a stand-alone feature, so it's currently tough use it simply for the sake of connecting. The instant messaging is also still limited only to staff, but it would be great if it was available to users as well.

Reason for choosing SuiteDash

It was so much easier to implement, and had a lot more ready-to-go features.

Review Source

CM

Claudia M.  
Consultant  
Marketing and Advertising  
Used the software for: 6-12 months

### "Great tool with a lot of different options like CRM, courses platform, invoices and more!"

November 17, 2022

5.0

Pros

I like that it is always being improved, and it has so many capabilities. I can create a quote for a client, that once approved can become a contract and then an invoice. I can have my courses and my email list in the same place. It has many automation features with forms you can embed on your website. You can track your time, your tasks and projects as well. Overall it is a really complete tool.

Cons

It requires some thinking and time before you can really use it, the learning curve is a bit steep. But they have tutorials and a place where you can ask all your questions.

Review Source

JM

Jonathan M.  
Managing Director  
Human Resources  
Used the software for: Less than 6 months

### "SuiteDash has helped simplify how we work"

January 19, 2023

5.0

So our experience has been very good, we are saving time through automating the process and the experience for our clients is much better as it's easier for them to understand what to do and by having an online portal they are able to login whenever is convenient for them.

Pros

By using SuiteDash we have been able to create an online portal where our clients can easily learn about which documents they must gather and submit to us. Prior to SuiteDash this was done through multiple emails which was time consuming and a much slower process. By creating a portal for each client we are able to automate the emails depending on which stage they are at making our life much easier!

Cons

I am not the most technical person, so when I started out I struggled with setting up the account how we wanted it. There are a number of help videos which are great but there were a few at the end of the help series that are not available.

Reason for choosing SuiteDash

SuiteDash offers a lot of extra features that I don't currently use but over time will start to implement. Other companies did not offer these features and generally charged higher fees.

Review Source

NR

Natascha R.  
CEO  
Events Services  
Used the software for: Less than 6 months

### "Seamless Business Management"

January 15, 2024

5.0

SuiteDash is a game-changer for our business. From project management to client communication, it excels in every aspect. The intuitive interface and all-in-one functionality save us time and boost productivity.

Pros

SuiteDash offers an all-in-one platform for project management, client communication, invoicing, and more.

Cons

The extensive features may pose a slight learning curve for new users.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing SuiteDash

Opted for SuiteDash due to its comprehensive features, streamlined integration, and tailored customization, providing a cohesive solution for project management, client interactions, and invoicing. The user-friendly interface and responsive support set it apart as the preferred choice over alternatives.

Review Source

RM

Reggie M.  
Owner  
Real Estate  
Used the software for: 1-2 years

### "SuiteDash is Hands-Down the Best!"

September 6, 2022

5.0

Suite Dash provides a white labeled, easy to use and affordable client portal for Businesses that need support, marketing, and automation for for their clients.

Pros

Not only is the software easy to use, but the support videos are easy to follow. If you still need help the wizard sessions are Amazing!

Cons

The only recommendation I have is that I wish in addition to Zapier that it worked with Pabbly.

Reason for choosing SuiteDash

The value for the affordability was unmatched

Review Source

Andrew S.  
President  
Commercial Real Estate  
Used the software for: Less than 6 months

### "SuiteDash is an awesome power tool"

September 26, 2020

5.0

Our biggest problem was keeping track of customer communications. Between email, text, slack to name but a few channels it was a mess. SuiteDash allowed us to bring communication into one place that both my team and our customers can quickly and efficiently access.

Pros

I love the power and versatility of SuitDash. I originally was attracted by the ability to create individualized portals for communication with our customers, but as we discover more tools SuiteDash is quickly becoming a valued tool for everything from invoicing to lead generation

Cons

Because SuiteDash is so powerful there is a learning curve.

Reason for choosing SuiteDash

SuiteDash was the best value for the money.

Review Source

MV

Muthukumaran V.  
Graphic Designer  
Computer Software  
Used the software for: Less than 6 months

### "All in Online app"

January 27, 2024

4.0

Pros

The automation features have significantly streamlined our processes, saving time and increasing efficiency. Overall, the Suitedash program has exceeded our expectations, enhancing our customer relationships and contributing to our business growth.

Cons

Set has taken lot of time, but we had all the video tutorials to set it up

Review Source

RG

Roberto G.  
CEO  
Information Technology and Services  
Used the software for: 6-12 months

### "Great product with a great project management"

September 4, 2020

5.0

Suitedash is a great Product! At the start you need some training time, because there are so many great functions. But once everything has been set up, it works perfectly. It saves me a lot of time and makes working with our customers much easier. The support is also really fast!

Pros

I like the project management. It is very suitable for OKR with sprints, tasks and subtasks.

Cons

I am missing a messenger for customer communication

Review Source

Response from SuiteDash

December 9, 2020

Hi Roberto, and thank you for your feedback! You will be pleased to know that we aim to implement the ability to chat with clients in Q1 2021, so stay tuned :)

JM

Justin M.  
CEO  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Nearly There"

August 17, 2020

5.0

Being able to quote, invoice and turn into a project is the best feature of the software.

Pros

It's a great all-in-one solution that can be branded and added to any client's sub-domain for a simple solution that checks nearly every box a business owner needs.

Cons

There are still a few features that would be nice to have that other competitor's software has. But overall it's a great solution.

Alternatives considered

[Confluence](https://www.capterra.com/p/136446/Confluence/)

Reason for choosing SuiteDash

Ultimately it was easier to brand this through Suitedash and the lifetime costs were less.

Switched from

[Xero](https://www.capterra.com/p/120109/Xero/)

I wanted something that was more branded, and a more complete solution than jumping between apps.

Review Source

SN

Shamran N.  
Owner  
Broadcast Media  
Used the software for: 6-12 months

### "perfect for small size business"

August 28, 2020

5.0

app is in making stage. we have to fix the small bugs but the customer service team is great to solve !

Pros

this is a all in one tool and its unlimited users, perfect for small size business. i need few more integrations with few more tools which i use, if i can say in one word, its perfect! if you are small size company, it will be perfect for you

Cons

User Interface need to be develop more and forms need few more options, your training videos need to be more for basic users

Review Source

Response from SuiteDash

November 4, 2020

Hi Shamran, and thank you for your feedback! We have been working to create videos that are more about the basics. You can check out our Simple Start Series, linked from the "Getting Started" widget in your Dashboard :)

DB

Dapo B.  
CVO  
Information Technology and Services  
Used the software for: Less than 6 months

### "Very excellent Application and Team!"

August 22, 2020

5.0

It's really been brilliant! No single regret!

Pros

I actually migrated from another very popular competitor app and it has made automation of services, support, tasks, and support a bliss! I also love the fact that don't have to continue to club together a bunch of other support apps in order to manage my business. It is truly all in one!

Cons

There are some enhancements to existing functionalities that I would love to see rolled out faster and of course some new features like proposals that clients are asking me now that I am an agency offering the app to others for use.

Switched from

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

It's way more matured and supportive of my businesses and others at this time.

Review Source

Response from SuiteDash

October 23, 2020

Hi Dapo, and thank you for your review! Proposals has gone live since you submitted this review, so we're glad we were able to come through for you :)

AM

Adrienne M.  
Virtual Executive Event Manager  
Events Services  
Used the software for: Less than 6 months

### "New SuiteDash User"

September 18, 2020

5.0

So far, it is good. We believe that once we start actively working in the platform that it will allow our business to work seamlessly as we manage our clients. That in itself will be our greatest benefit.

Pros

We like that we can use this platform to manage our clients for our business. While we are fairly new to the platform and are just starting to add our first client, we see the potential for how it will work for us. We especially love that the proposal functionality has been added. That is a vital component of the work we do and we will likely utilize this feature a lot.

Cons

One thing that we don't like is that you can not import documents created in other mediums, such as MS Word or Google docs and when you copy and paste them, you have to spend quite a bit of time in formatting the document so that it looks as it should. Also in this process it takes a bit of time for contracts and quotes, as there seems to be some latency time that can be unusually long when making the formatting edits.

Review Source

CQ

Cindy Q.  
Events Planner  
Events Services  
Used the software for: Less than 6 months

### "Excellent product for business owners"

April 23, 2022

5.0

Very effective. It saves me a lot of time.

Pros

It has numerous integrations. All of your proposals, drip marketing, scheduling, and project management can be done on the same platform.

Cons

The loading time is a bit slow but manageable.

Reason for choosing SuiteDash

It's not expensive when you consider the tools that are built into the platform.

Review Source

BJ

Brian J.  
Owner  
Media Production  
Used the software for: Less than 6 months

### "Love This Software"

September 7, 2020

5.0

The ability to update my clients without having to call them is perfect. I update a file or create a proof for them to approve, and the software notifies them. They can approve or request change without a phone call. This speeds up the process for me because there are many times that I make changes in the middle of the night. I don't have to worry about disturbing them because the app notifies them in their chosen way. If they are up, they respond and I can move forward.

Pros

This software is a serious one-stop shop. Due to the development used when designing this software, it is very easy to tailor the software to meet your needs regardless of the industry you use it with. Beyond that, the ability to brand everything with your company logo and color scheme means that any employees and/or clients get a personalized version of anything you send them. Suitedash branding does not appear anywhere. Immediately upon logging in, there are explanations and tutorial videos that guide you through every step. I couldn't ask for more. Lastly, it is all browser based. So I can use my software on any computer that has an internet connection.

Cons

The mobile app is glitchy when it comes to loading larger audio files ( I use it to allow clients to proof audio examples).

Review Source

Response from SuiteDash

December 10, 2020

Hi Brian, and thank you for your feedback! We're sorry to hear you are having difficulties with the mobile app. Please contact us at help@suitedash.com so we can get that resolved for you!

MM

Mark M.  
Marketing Specialist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Looking to connect your team with clients or customers? SuiteDash is it"

July 30, 2020

5.0

SuiteDash is flexible enough to handle all connections in your business processes. Between connecting clients with the team to handling incoming documents any payments, this software looks to be at the center of my organization.

Pros

An incredible amount of customization options allow you to make SuiteDash fit your needs. I love the white label options to really create a cohesive brand for anyone on my team that will use it in the future.

Cons

There's so much you can do with it, it can be daunting to get started! They have a variety of tutorials to walk you through the process, but the process is long. That said, I rather have multiple steps to go through than buy another piece to stack on top to make it work the way I want to.

Review Source

Response from SuiteDash

August 6, 2020

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/

Sandy (.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great choice for Agencies"

September 17, 2020

5.0

Overall experience right now during the setup is good. I see the potential for this to be the key system for project management, invoicing and proposals plus client requests and sharing files to keep my agency organized and on track.

Pros

Lots of functionality and developers are responsive and seem to keep updating in a positive way.

Cons

For a non-techie some of the setup was confusing but support kept replying until I figure it out.

Reason for choosing SuiteDash

Functionality, overall reviews, had what I needed and hopefully development continues to support and update as they have been.

Switched from

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

SuiteDash was recommended when the other program didn't have the functionality my agency needed as it was still in development so needed something I could deploy quicker.

Review Source

DC

Deb C.  
Owner  
Management Consulting  
Used the software for: 6-12 months

### "Great software for managing your business"

August 8, 2020

5.0

Very happy. Took my business' organization/management skills to the next level. Support is great.

Pros

The ease in customization. The ability to communicate with all of my clients all in one place. Supports my brand - shows that my company is professional and organized. Great for any business - especially for small to medium sized businesses.

Cons

Would like to see more integrations, especially with booking systems.

Alternatives considered

[Nifty](https://www.capterra.com/p/172519/Nifty/)[ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/)

Reason for choosing SuiteDash

Price and features

Review Source

QM

Quang M.  
Founder  
Information Technology and Services  
Used the software for: 6-12 months

### "It is a great investment! SuiteDash is an All-in-One solution."

August 3, 2020

5.0

Very good product for my Agency business. So happy.

Pros

White-label is a top feature. Great support and listening to customers. Useful information from tutorials and web guides.

Cons

UI needs to be improved. Needs more integrations for example Integromat

Alternatives considered

[Erxes](https://www.capterra.com/p/194629/erxes/)

Reason for choosing SuiteDash

More mature and well coded

Switched from

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

All in one solution integrated with Invoice!

Review Source

Response from SuiteDash

September 8, 2020

Hi Quang, and thank you for your feedback! We appreciate your valuable insight on how we can improve our platform. We strive to for SuiteDash to be more of an all-in-one solution, rather than having to rely on connecting to other apps. However we do have some integrations planned, such as Xero. Stay tuned :)

HC

Heather C.  
Director - Corporate Communications  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "Amazing product, outstanding Customer Service"

September 4, 2020

5.0

I love how easy it was to set up, the customer service has been phenomenal, and things get better each week.

Pros

The all-in-one app/program where we didn’t have to switch back and forth with multiple account logins and passwords.

Cons

Being able to inactivate a company/contact without having to set a new primary contact.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)

Reason for choosing SuiteDash

This was everything in one platform

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

We were looking for an all-in-one product that was growing with us.

Review Source

Response from SuiteDash

December 9, 2020

Hi Heather, and thank you for your feedback! We know that our Company First Mode feature needs a little polishing, so we are listening closely to feedback on this functionality.

JU

Jesse U.  
Owner/Web Designer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Great business management tool"

August 4, 2020

5.0

Overall my experience has been great. The set up was fairly easy, I like the white-label features, and the ability to communicate with clients right from the dashboard.

Pros

I like the FLOW system the best. It saves a ton of time by cutting out all of the annoying repetitive tasks when creating a client/project/billing profile.

Cons

The thing I wish the software could do is integrate with web hosting tools and domain registrars so i can fully automate the business with this software.

Reason for choosing SuiteDash

Main reason was that coverage hub did not have the ability to send stuff to clients for approval.

Switched from

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

Hubspot was ok but had a ton of stuff that wasn't relevant to us, it also came with a lot of price increases if we wanted to implement something new.

Review Source

AL

Andrzej L.  
Clinical Director  
Medical Practice  
Used the software for: Less than 6 months

### " SuiteDash- Review"

May 16, 2023

5.0

One of very few HIPAA-compliant portals that offers LTDs.

Pros

Great value for the money and it is HIPAA-compliant!

Cons

I wish SuyteDash developed a regular app.

Review Source

Response from SuiteDash

May 22, 2023

Hi there! Thank you for your review! We're so glad to hear that you're enjoying SuiteDash. We understand that no software is perfect, and we're always working to improve. We'll definitely consider your feedback about developing a regular app, and we'll look into ways to make that happen. We're glad to hear that you're finding the value to be great, and that you're happy with the HIPAA compliance. We're always happy to hear from our customers, and we're grateful for your support. Your friends at SuiteDash

Roman G.  
Work From Anywhere USA  
Marketing and Advertising  
Used the software for: Less than 6 months

### "A Must-Have Product For The Mom-N-Pop or Small-Biz Entrepreneur"

July 29, 2020

5.0

Overall I really like it. For my company, I like the invoicing options which makes it really simple and more friendly to work with than Paypal in my opinion.

Pros

I love the fact that it really is a complete and easy to use solution. I am NOT a tech ninja and often struggle, so the fact that I am comfortable with SuiteDash really says a lot.

Cons

The CRM is a little too bare-bones for my purposes as an Agency with multiple brands. It's not meant for and enterprise solution. The best use for me is with my clients, especially those who are not tech savvy but know they have ZERO systems like this in place and it will be a huge step up for them. For one single small-business, the CRM is more than enough.

Reason for choosing SuiteDash

There is simply nothing else that I have seen that makes as complete solution for my small-business clients and makes it easy for me to implement and help them get set up properly.

Review Source

MI

Matthew I.  
Founder, Owner  
Computer Software  
Used the software for: Less than 6 months

### "Really Impressed with SuiteDash"

November 17, 2019

5.0

Very impressed with its capabilities. Very customizable. Cheap, Clear Pricing.

Pros

It does everything that my client wanted in a client portal software, but is a fraction of the cost of other programs. Also, there are so many resources to learn the software and great customer support. VERY Customizable.

Cons

I have not found anything that I don't like at this point. Maybe setting up the email integration for marketing purposes, but that's not really too bad.

Reason for choosing SuiteDash

Tons of resources, helpful support team, clear pricing

Switched from

[Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/)

Zoho Projects was clunky, was not actually that easy to integrate with Zoho CRM, and to get ZOHO projects customized to the level we needed, it was very expensive.

Review Source

Response from SuiteDash

November 18, 2019

We thank you for the kind words Matthew!

NS

Noel S.  
Owner  
Renewables & Environment  
Used the software for: Less than 6 months

### "A-Z Business Solution!"

August 26, 2020

5.0

Love it love it love it!!!

Pros

I can honesty see this has been the most uplifting experience using SuiteDash. It has aloud my team to really and truly figure out how we need to structure and organize our entire process. It is never just about sales. Project tracking triggers, Event triggers and so much more. I really could not have been able to get this company to where it is today without this platform!!! Love you guys and keep it up!!!

Cons

I have heard from a few users that they wished SuiteDash had a Mac feel to it UI/UX. This does not effect the robust full featured application.

Alternatives considered

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

Reason for choosing SuiteDash

Well we are actually using both, but offering it through another company with less demanding integration requirements.

Review Source

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