# Page 5 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 --- SuiteDash 4.8 (630) [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 April 22nd, 2026 # Page 5 - Reviews of SuiteDash ## Showing most helpful reviews Showing 101-125 of 630 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mike L. Owner Marketing and Advertising Used the software for: 1-2 years ### "A CRM that can't take payments, and an "it is what it is, deal with it" approach from management." April 1, 2022 1.0 Overall it's been good. Despite the infuriating load times and confused design, I like the software and the community. I also quite like the staff. But this experience, and the response from \[SENSITIVE CONTENT\] has left me with a very sour taste in my mouth. I'm rather heavily integrated with Suitedash, so upping and leaving is a big decision but I currently can't trust that they have my interests at heart. Pros Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential. Cons I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so \[SENSITIVE CONTENT\] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it. It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid. But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid. They have known about this for over a year. Some of their clients tried warning them, but were ignored. The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the \[SENSITIVE CONTENT\] Review Source Response from SuiteDash July 4, 2024 This review is quite outdated, and was a rush to judgement as the EU payments process that the reviewer is referring to was released and functional soon after this review was posted. We do our best to push out features according to the needs and requirements of the Community - sometimes an individual customer will get frustrated that the feature that they need most is not being prioritized, and that's understandable. The experience described here is not typical, and the loading times description should be judged for yourself - we find the descriptions in this review somewhat exaggerated. We hope the reviewer will return as a customer and find success! CB Chris B. Founder/Director Design Used the software for: Less than 6 months ### "Suite Dash is the sweet tool for business management" September 7, 2022 5.0 I have used the same project management system for the past 8 years, and while I was happy with it, SuiteDash just offered so much additional functionality, that it was a no-brainer to change over. While the transition was a little challenging as my old system was quite established, it is not one I would regret. SuiteDash has given me a whole new way of managing my business and clients more effectively and has certainly boosted my profits in the short time I have been using it. Pros There is so many great features it is hard to point out what I liked the 'most', but the client portal is certainly a stand out feature, and the LMS add on in the higher package is well worth the additional cost, as I can now provide useful training videos for clients. And the onboarding process in SuiteDash is outstanding. Cons Probably the learning curve, as there is quite a lot to set up. However, keeping in mind that SuiteDash offers so much functionality, this is understandable. And there are great training videos provided to help you through each stage. Alternatives considered [OneHash CRM](https://www.capterra.com/p/206491/OneHash/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing SuiteDash I tried at least 4 other applications, but none offered the complete package that SuiteDash does. Review Source ED Eric D. Owner Marketing and Advertising Used the software for: Less than 6 months ### "Great Find" May 19, 2023 5.0 Pros It is a very powerful software. I'm currently switching from JetpackCRM to SuiteDash, and the difference between the two are night and day. Suitedash is clean and very powerful. Cons There's learning curve, but with a little time and practice everything seems to get easier. Reason for choosing SuiteDash It seemed to have EVERYTHING that JetpackCRM has, but more and easier to use Review Source Response from SuiteDash May 22, 2023 Hi Eric, Thank you for your review of SuiteDash! We're so glad to hear that you're finding our platform to be a valuable tool for your business. We understand that there is a learning curve, but we're always working to make our platform easier to use. We're also committed to providing our customers with the best possible support, so please don't hesitate to reach out to us if you have any questions. We're glad to hear that you've found SuiteDash to be a better alternative to other options you have tried. We're always working to add new features and improve the performance of our platform, so please stay tuned for more updates! Thank you again for your review! Your friends at SuiteDash Mukhtar A. Chief EGO Marketing and Advertising Used the software for: 1-2 years ### "Beyond the Dream!" April 14, 2023 5.0 SuiteDash is not only an excellent provider of a superior All-In-One business portal. They are also an exceptional provider of essential and continuing thoughtful customer support. Which by itself, makes this a thrilling and rare acquisition. Pros Xtreme White Labeling! Our agency strives to provide our clients with a seamless, unified, and intuitive user interface and user experience. SuiteDash scores top marks in making us a hero to our clients who we then make heroes to theirs. Highly customizable is a gross understatement in describing the software. There is great attention to detail in implementing fixes and features. They even completely rethought and reconfigured a substantial and keenly integral piece of the CRM so that it would better serve the prevalent current and emerging future use cases suggested by a majority of loyal users. Custom SMTP email. Time tracking is a breeze. Payment Processor Integrations and API, yeah we must not forget to mention that! Flows and Funnels are real here. SuiteDash remains on the cutting edge with automation forward, front, and center operation in every fiber of the culture, philosophy, practice, and improvement. Cons When peering over the fence into the lives of the business portal newcomers, with their flashy UIs, it's easy to get a little wistful for a bit of the bling of a shiny, more modern UI/UX. The project planning features can use some TLC. This is nitpicking at its finest. SuiteDash overall is a stellar performer and solution bringer. SuiteDash can shatter the confidence of the novice who is light on business planning, strategic problem solving, or conditional logic experience. Yet, it remains one of the most well-documented and community-supported SaaS platforms that we have ever used. This capacity for shattering comes with being so adept at doing so much, so well that it can be overwhelming when its time to decide which thing to do and when.SuiteDash is not the villain here. Rather we profess that it is the nature of the problems that demand the solutions that SuiteDash is so capable to resolve, which is the root of novice angst. Thankfully, there are professional geeks out there in the SuiteDash community and elsewhere who thrive in that space of crafting the near-perfect startup setup. Review Source Response from SuiteDash May 12, 2023 Hi Mukhtar, Thank you for the amazing feedback on SuiteDash! We're thrilled to have had such a positive impact on your agency and clients. Our Xtreme White Labeling, deep customization, and attention to detail make us a top solution. We're continuously improving, with a focus on automation and user experience. While we understand the desire for a more modern UI/UX and enhanced project planning, we greatly value your suggestions. Our commitment to documentation and customer support sets us apart. Thank you for choosing SuiteDash as your All-In-One business portal. We are dedicated to providing you with exceptional software and continuing support to help your agency thrive. Your friends at SuiteDash VR Verified Reviewer General Manager E-Learning Used the software for: Less than 6 months ### "SuiteDash - Top-Notch & Comprehensive Business CRM Platform" September 19, 2020 5.0 The high-level thought and process logistics that is a big asset of this SD tool can initially seem complex, but you will quickly realize that it makes perfect or better sense to use the flows as designed, to better administer and manage potential client & business growth. Once the system is setup as required, it virtually runs on automatic for managing client communications and service needs with little interaction needed if all the various components are properly setup and integrated. Pros The comprehensive suite of tools and services provided within a single dashboard to meet, greet and manage all levels of client services from business communications, marketing and task administration support to engagement contracts & invoicing / payment processing. Cons Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved. It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing SuiteDash SD is saving us having to integrate many additional applications and processes that will otherwise have to be integrated with ClickUp & Nifty PM, which are both excellent for project and task management. Both ClickUp & Nifty do a great job in delivering on their respective and focus objectives, but neither provide the comprehensive set of CRM tools and interoperability provided by SuiteDash In addition, the proposed development road-map of SD continue to focus on the integration of key business administrative processes which are more aligned with our development and management objectives than do the other application tested. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) SuiteDash has integrated a broader set of needed tools and consolidated our Client Intake, Invoicing, Contract Documentation, with Excellent Client Marketing and communication options, and an Appointment Scheduling system that we are hoping will mature to the perfect solution and all in one DashBoard. Review Source VR Verified Reviewer Owner/Operator Legal Services Used the software for: 1-2 years ### "Suitedash for my Small Business CRM" September 7, 2022 4.0 I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's profile to precisely what we need. And that's helpful because we are growing and offering more solutions, working with various types of scenarios. Suiteddash allows us to easily scale and offer really custom experiences for various client types. Pros I have reviewed 3-6 various CRM solutions that different companies within the Legal professional world have to offer. I chose Suitedash because it provides the ability to white label the customer experience, so when your customer goes to a portal they are still on your website with their branded portal. It's genius! Cons There's a learning curve, you need to be sure to watch the getting started series so that you can get the most out of your suite dash account! Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Nimble](https://www.capterra.com/p/123032/Nimble/) Reason for choosing SuiteDash I felt that I was capable of installing the solution myself and I was interested in the appealing price. There are other solutions out there that will do more of the work for you but you end up with a less customized experience. This solution allows me to spend a few extra minutes making customizations and then hit save. This has been amazing when a customer decides to add additional services to their relationship my business. Review Source SB Sebastien B. Développeur Computer Software Used the software for: 6-12 months ### "Best solopreneur tool" September 8, 2022 5.0 I make my whole business with this tool. Pros SuiteDash is my favorite suite tool. I use it daily as a project management tool, and I appreciate the refined and elegant design. The tool replaces Jira and Confluence I've been using for years, but it is easier to use and take on, especially for customers not used to working with kanban boards. I particularly like the ability for customers to make work requests. The customer portal offers an excellent way to inform and reassure customers on project progress. The portal page tool is an excellent alternative to Confluence, and the rich editor is powerful. I use the Office part to create contracts that my customers can e-sign. Just wonderful. As a solopreneur developer, I regularly work with other teams. So I appreciate the ability to promote users as project managers and that contact (CRM) and crew are well separated. SuiteDash also replaces my chat tool as it offers an excellent email inbox tool and a chat with unlimited channels. Cons I want the ability to create articles based on themes i could list. Alternatives considered [Nifty](https://www.capterra.com/p/172519/Nifty/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Dolibarr](https://www.capterra.com/p/159500/Dolibarr-ERP-CRM/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing SuiteDash The tool is very customizable. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Jira](https://www.capterra.com/p/19319/JIRA/)[Slack](https://www.capterra.com/p/135003/Slack/)[Confluence](https://www.capterra.com/p/136446/Confluence/) I wanted a monolithic suite of tools and something easy to take on for users non used working with Kanban boards Review Source DT Don T. Owner Information Technology and Services Used the software for: 6-12 months ### "It didn't take me long to decide I was going to white-label and resell this service!" September 6, 2022 4.0 In my Christmas business, I had to use several different programs and services to keep up with everything. Now I can create an entry for the customer, and all things related to their project are handled in my white-labeled instance. Pros Being a Jack of All Trades Master of None type of person, I find myself running a few businesses so that I don't have to go get a 'real' job. I'd use various services for my CRM, another for Project Management, one for file sharing and receiving, another for invoices, another for signatures, etc. You get the idea. It was all over the place. With SuiteDash, I can do all of the above and more in a single platform. Now I'm able to generate proposals for clients and have automated processes take place once they approve the proposal. I can send an estimate for a service, and an invoice will be sent over to them as soon as it's approved. Items such as Project Management and File Sharing are all integrated into the process, allowing the customer to follow along as their work is being completed. SD has a public roadmap that shows what features have been requested, in progress and live. This is great to see which customer requested features are being implemented. Smaller improvements are released on a fairly regular basis. One might argue it seems as if they come out weekly, but that is just my opinion. Cons The load times were slow back in the early part of 2022. However, they have gotten better as the year has progressed. I wouldn't call it a 'dislike' as I understand, at a very high level, all that goes into making a project of this magnitude work. However, knowing and SEEING the speed improvements is encouraging. To put "complicated" as a dislike really isn't fair. However, I can see how some people might be turned off by how many different options there are and how they can be quit confusing to someone new to the product. Review Source Bill S. President Internet Used the software for: 6-12 months ### "SuiteDash - Ideal All In One Business Solution!" May 4, 2022 5.0 Creating efficiencies in our workflows and providing a dedicated portal for our clients solves an organizational milestone for us. SuiteDash allows us to communicate in real-time via the secured messaging system and real-time chat for internal team members. Pros The ability to create a series of automation that allows us to stay in front of the mind of our clients. The ability to provide client portals is incredible. Everything our clients need to know about their project is housed in their secured portal. Love this platform. Not to mention all the features that continuously get released. This is a true all-in-one solution for small business owners. Cons If a point has to be made, then I would like to see faster loading times. Reason for choosing SuiteDash All in one ecosystem, no need to go anywhere else. Review Source LC Leone C. Web designer Marketing and Advertising Used the software for: 6-12 months ### "Slow & Old / Bad Customer Service " October 3, 2022 3.0 Non at the moment. Moved to Agiled same features.. new UI... updated stripe ... Pros This is real honesty! SuiteDash has the features that my business needs. It has everything I could ask for. SuiteDash is really open sourced and amazingly customisable from branding to workflows. Features that SuiteDash has is not seen on other CRM systems I've tried and.... I've tried a few. Cons Alright here are the bad things. In the UK and EU ... SCA came to force. SuiteDash has been telling me for over 7 months that they are working on the Stripe Upgrades. Been told it will be done in few weeks, or days. Nothing for 7 months and stoll waiting. My clients payments been getting declined and had to manage payments over the phone. This really annoyed me because they are rolling useless updates instead of something that's really important. Secondly, the UI is old... ugly... hard to use... and slow. Like slow like proper slow. Like 10 seconds to load a page..... I have 200Mbs speed broadband.. and its still slow. Maybe work on server and UI to be honest. Projects: Okay I do like the projects however, it's back and forth between client details, invoices, project and tasks. It's not in one tab... like go into project to see the client details.. assigned invoice to that project... like it's so all over the place thay I'm wasting time going back forth. Subscriptions: Great feature as I deal with recurring payments a lot. However, when a client doesn't pay and the system tries for 3rd time it cancels the subscription. Which then neither me or the client can reinstate the subscription. I have to create a new subscription invoice to activate a subscription. Also when it's cancelled, it's not moved into archived subscriptions. Just is in the list in red with all the active ones as well which is annoying and not needed. There's more to be honest. Review Source Response from SuiteDash October 13, 2022 Hi Leone, just wanted to let you know that SCA for Stripe is now live! We have been working on it in the background for quite a while as you say - there are many more scenarios to cover than you might realize (We use our own built-in subscription engine, so we needed to cover the recurring transactions also - again, this may not be obvious, but there is a lot there) Many more improvements are actively on the way in just the areas you identify as challenging! Thanks for the kind words and honest assessment of your experiences! All the best, Mike LH Lloyd H. Director Financial Services Used the software for: 1-2 years ### "Finally a software that actually does everything in one place" January 12, 2023 5.0 The overall experience has been good. The team are constantly improving the software and I love that there is transparency around the plant features that are in the pipeline and which are actually based on user feedback and request. Pros We were able to replace five or six other software subscriptions with the purchase of one subscription to SuiteDash which is saving us a significant amount of money each month and is also make in working within the business simpler when we aren't having to jump between different programs constantly. Cons There can be a bit of a learning curve to take full advantage of the capabilities of the software, although this is to be expected, given the huge amount of features that it offers and the number of other software is that it replaces for us. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/)[Google Drive](https://www.capterra.com/p/161425/Drive/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) To save fees and consolidate software. Review Source Lisa P. Owner Marketing and Advertising Used the software for: Less than 6 months ### "SuiteDash is an amazing all-in-one CRM (and so much more!)" October 7, 2022 5.0 I never really had a handle on my client interactions; they were always scattered. Now, with SuiteDash, everything is in one place. I can see all of the messages, tasks, client requests, files, etc, that are associated with a project \*in one place\*. It's practically magic.... truly. I am appreciating how much time I save automating client interactions. Yes, they may take a bit to plan and add to the system but it's SO worth it. Here's an example workflow: send proposal - proposal accepted > invoice is automatically generated; client pays invoice > 5 automations are triggered, including: project template generated, granting client access to resource files, project tasks auto-created and added to my calendar... the list goes on and on! Pros SuiteDash is extremely full-featured. It replaces so many other SaaS tools I have cobbled together over the past 10 years. Now I'm able to run my business more efficiently while providing clients with a top-notch user experience. (Yes, I'm referring to the fully white-labeled client portal app that's included!) I am amazed at the myriad ways I have automated my business processes and client interactions so that the experience is high-touch and nurturing. As a business owner who's used to doing everything myself, SD saves me time in the long run because I can set up a workflow once and reuse it forever (or until I change it!). The SD team continually adds improvements and upgrades to the platform, and they actually LISTEN to SD users in their Facebook community. I made a case for adding an additional automation option and was pleased to see it implemented within a few weeks. Very impresssed. Cons SuiteDash is a powerful, complex system, so it can be a bit intimidating at first. That's always the downside to any tool that is this feature-rich. It's not something you can learn in a day, but if you're committed to properly planning out your workflows, watching the SD tutorial videos, reviewing the excellent help documentation and taking advantage of the FB user community (don't forget to join!) and SD support team, you'll set yourself up for success. My suggestion... don't rush it. Take your time to learn the system by creating test/dummy accounts and workflows so you can really understand how to use this tool most efficiently and effectively. Reason for choosing SuiteDash It just has way more functionality than the alternatives. Plus, the cost was less when I factored in everything. BTW, Hubspot was a total nightmare...not user friendly at all. Switched from [Trello](https://www.capterra.com/p/211559/Trello/)[Google Drive](https://www.capterra.com/p/161425/Drive/)[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) I wanted to get rid of lots of separate SaaS tools and replace them with one platform that (almost) does it all! Review Source TR Tim R. Manager Marketing and Advertising Used the software for: 6-12 months ### "Great Product, Great Support, Great Response" May 19, 2023 5.0 Trying to purchase or test software to work together is frustrating, expensive, and time-consuming. SuiteDash has it all in one affordable platform, which saves me time and money. Pros SuiteDash houses everything needed to run my business. With one software, everything feeds into everything else. Cons SuiteDash takes some learning and experimentation to get everything to work together right. But it is really easier than learning multiple software only to learn they don't work together when done. Reason for choosing SuiteDash Better task management, integration with other services, and long-term pricing. Review Source Response from SuiteDash May 22, 2023 Hi Tim, Thank you for your review of SuiteDash! We're so glad to hear that you're finding our platform to be a valuable tool for your business. We understand that there is a learning curve, but we're always working to make our platform easier to use. We're also committed to providing our customers with the best possible support, so please don't hesitate to reach out to us if you have any questions. We're glad to hear that you've found SuiteDash to be a better alternative to other software solutions. We're always working to add new features and improve the performance of our platform, so please stay tuned for more updates! We appreciate your feedback and we're always looking for ways to improve our platform. If you have any further questions or suggestions, please don't hesitate to reach out to us. Thank you again for your review! Your friends at SuiteDash FO Flora O. Executive Director Design Used the software for: 6-12 months ### "Packs a powerful punch" May 13, 2023 5.0 We are satisfied with the solution and its capabilities for our specific needs. While it provides a plethora of options and functions, we found it overwhelming to consider them all at once. Consequently, we have taken breaks from it and returned to it in smaller increments. Pros SuiteDash is a comprehensive client management system that enables businesses to gather project-related information from their clients. It facilitates updating, storing, organizing, and collaborating on data, which is crucial to effective project management. The application features a customizable and professional interface that can be easily tailored to your needs, including white labeling options that allow you to brand everything with your own domain. The custom client portal is user-friendly and impresses prospects, while clients appreciate the streamlined and organized structure that makes it easy to engage with the process. Cons Setting up the All-in-One platform can be a bit overwhelming at first, but it offers a wide range of functions. Currently, we are only utilizing a portion of these functions, but we have plans to gradually incorporate additional ones as part of our roadmap. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Agiled](https://www.capterra.com/p/206203/Agiled/) Reason for choosing SuiteDash Our initial focus was to identify our main purpose and functionality in order to address certain gaps in our process. We then shortlisted a few options that were viable and compared their prices against the features and benefits they offered. In addition to this, we also took into account other product reviews as a key factor in our decision-making process. Switched from [Blue](https://www.capterra.com/p/186397/Blue/) Over the past few years, our team has relied on the Bloo platform for tasks such as onboarding new projects, collecting content, managing project status, and general project management. However, the tool lacks integration with our CRM system, and its automation features are limited when it comes to onboarding projects that are similar in type. Review Source Response from SuiteDash May 15, 2023 Hi Flora, Thank you for your positive review of SuiteDash. We appreciate your feedback and are thrilled to hear that our comprehensive client management system has been impactful for your business. We're thrilled to hear that our custom client portal has been user-friendly and impressive to prospects, while providing a streamlined and organized structure for clients to engage with the process. We understand that setting up our All-in-One platform may initially feel overwhelming due to its wide range of functions. However, we're glad that you have been gradually incorporating additional functions and we're here to support you throughout the process, ensuring a smooth and successful integration. Once again, we thank you for your feedback and your trust in SuiteDash. If you have any further questions or suggestions, please feel free to reach out. We're dedicated to your success. Your friends at SuiteDash VR Verified Reviewer Marketing Director Marketing and Advertising Used the software for: 6-12 months ### "Small business CRM with the features of a much bigger and more expensive system" January 14, 2023 5.0 The application allows my small business to function, look and feel like a large business. It automates time-consuming manual labour tasks. The ability to white label the software and hire teams of freelancers around a project is hugely important in project management, controlling who sees what content on delivery and managing the delivery of projects. The white label portal may be the most valuable aspect of the tool to achieve the above. Pros For such a fully featured CRM aimed towards small and medium businesses, SuitDash is excellent value. The bonus is they have a large community of those who know how to set up, use or advise on how to use it. This community is large and global. The last comment would be the consistent and continuous improvement of the product and its features. The business takes a lot of input from customers in this aspect, and the \[SENSITIVE CONTENT\] is very involved. Cons There are so many valuable features that there is a learning curve. I also think the UI looks a bit dated. The business does, however, provide a lot of help documentation, videos and an extensive global community of specialists that you can pay to help get you up and running. Reason for choosing SuiteDash Infinitely more value with features and cost Review Source DK Deyan K. Founder Non-Profit Organization Management Used the software for: I used a free trial ### "Extremely versatile CRM and client Portal software" April 7, 2023 4.0 Overall, very functional platform with great value-for-money. There's plenty, even an excess of information about everything. The visual design is not good though. For me, I wanted some CRM with Client portal features, but the client portal functionalities were not versatile enough, and the CRM with marketing features were also subpar to some other softwares, so instead of an all-in-one solution (which we all initially dream of), we ended up using a couple of separate tools that individuall do better what SuiteDash tries to accomplish altogether. Pros There aren't many software companies whose sole purpose is to give you as much value as they can (generally they focus on extracting value for themselves). Suitedash has really tried to get you all the digital tools necessary to run your company at one place for a single, fair price. From CRM, FIle sharing, invoicing to client portals - you instantly get the feeling that they got you covered in more or less every way. Cons The downside of trying to get everything done is that you end up with one big mess. The platform seems to have prioritised quantity of features over substance in some cases, as things like ease of use and deployment and quality of interface feel a bit overlooked. The visual design of the platform is really not up to 2023 standards, feels 10 years old and there's just so, so much text everywhere. Alternatives considered [Gist](https://www.capterra.com/p/188710/Gist/)[SuperOkay](https://www.capterra.com/p/249677/SuperOkay/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[Dashly](https://www.capterra.com/p/175471/Dashly/) Reason for choosing SuiteDash In the end - I did not. I wanted to replace SuperOkay with SuiteDash, but SuperOkay is cleaner client portal solution, and for the CRM and conversational marketing, there are better solutions too. Review Source Response from SuiteDash May 12, 2023 Hi Deyan, Thank you for taking the time to share your feedback on SuiteDash. We appreciate your recognition of our efforts to provide value and a comprehensive set of digital tools at a fair price. We understand your concerns regarding the platform's interface, ease of use, and visual design. While we strive to offer a wide range of features, we also recognize the importance of usability and aesthetic appeal. Your feedback is valuable to us as we continue to improve and refine our platform. We're sorry to hear that SuiteDash did not fully meet your needs as an all-in-one solution. We understand that different businesses have unique requirements, and there may be alternative solutions that better suit your specific needs for CRM, client portals, and conversational marketing. Thank you for considering SuiteDash. We will continue to work on enhancing the user experience and addressing the areas you mentioned. Your friends at SuiteDash VR Verified Reviewer CEO Management Consulting Used the software for: 1-2 years ### "The ONE thing that brings ALL things together! " September 25, 2022 5.0 I want to offer a premium experience for my customers, so I was subscribing to the best of the best software out there to support the different products and services I offer and trying to create a custom experience from my clients - that was frustrating and expensive to say the least. With SuiteDash, the premium experience starts with the positioning of MY BRAND at the forefront thanks to their white labeling and the ability to provide an app for clients to quickly find my company on their devices was just next level. As I mentioned, I no longer need the myriad of subscriptions as I now host my courses, services, bookings, landing pages, email marketing, contracts, project management, CRM, document sharing within the SuiteDash Client Portal saving me nearly 700 bucks in subscription monthly costs. The cost savings is doing wonders for my bottom line. And the SuiteDash suite of services just keeps getting better. This is huge for not just my work with other entrepreneurs, but for contracts that I am pursuing with larger businesses. And it's all right there in in one place and platform. Pros The BEST thing about SuiteDash is the entire ecosystem (LMS, CRM, project management, invoicing, and booking) that works seamlessly on ONE platform out the gate! I've been able to replace the hundreds of dollars I was kicking out to different services, trying to piecemeal the experience I wanted to provide for my clients. With SuiteDash, the foundations are all there under MY BRAND. And as an added bonus, SuiteDash comes with an entire team of developers cranking out updates and features to enhance an already stellar product and expand their product offering. Cons The only hang-up I've had is the overwhelm with knowing how to get everything up and running for me. My business is new and growing; learning how to use the product and putting all pieces in place has been a challenge. Thankfully, the team at SuiteDash knows their customer and offers a myriad of options for onboarding and learning everything there is to know about what they've built. Alternatives considered [Plutio](https://www.capterra.com/p/179406/Plutio/)[Agiled](https://www.capterra.com/p/206203/Agiled/) Review Source MW Matt W. President Marketing and Advertising Used the software for: 6-12 months ### "Full Business Process and Customization Solution" June 30, 2023 5.0 Overall, we 100% would go with SuiteDash again. A few of our clients have asked us what platform we're using and they went out and purchased SuiteDash themselves.It's a really great solution for all businesses. Pros SuiteDash is by far the most configurable and customizable solution I've worked with. We spent around 7-8 months testing various platforms to manage our business and we went with SuiteDash because we can do anything and everything we want. Other platforms simply did not have the breadth of functionality SuiteDash has right out of the gate.SuiteDash a full business management platform that includes CRM, marketing, payments/invoicing... you name it, SuiteDash has it. The Technical Support team is quick respond regardless of time of day and are always extremely helpful.Another benefit of SuiteDash is the community. If you get stuck trying to implement or make something, you can ask the community and get answers to your problems pretty quickly. Cons SuiteDash was a little complicated getting started with. When you log in the first time and get started, it's a blank slate. I implemented the product for our team and I was initially overwhelmed. However, there are hours upon hours of video available to walk your through each and every feature/field (not kidding. Mike & his team did things right). I would watch a few videos on the areas I wanted to work on and then immediately implement. Once I followed that strategy, SuiteDash became a whole lot easier to dig into. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Thryv](https://www.capterra.com/p/156926/Thryv/)[Moxo](https://www.capterra.com/p/133812/Moxo/) Reason for choosing SuiteDash Breadth of functionality, configurability, and customization. SuiteDash had everything we needed under one roof and made sense. Review Source Response from SuiteDash July 14, 2023 Hi Matt, Thank you for your outstanding review of SuiteDash! We're thrilled to hear that SuiteDash has become your go-to solution for managing your marketing and advertising business. We appreciate your feedback on the configurability and customization of SuiteDash. We're glad that SuiteDash offers the breadth of functionality you require. Our Support team is dedicated to providing prompt and helpful assistance. We're delighted to hear that they have been responsive and valuable in addressing your needs. We're glad to hear that our extensive video library has been beneficial in guiding you through each feature and making the learning process easier. We appreciate your recognition of our efforts to provide comprehensive resources. Thank you for choosing SuiteDash and for your 100% recommendation. We're glad to have you as a satisfied customer, and we appreciate your support in recommending SuiteDash to others. Your friends at SuiteDash Aeryn L. Web Developer Online Media Used the software for: 6-12 months ### "SuiteDash Will Take Over Your Business" January 11, 2023 5.0 SuiteDash has helped me streamline my daily business tasks, and has even saved me money, since I could cancel a multitude of subscriptions that handled the same tasks separately (invoicing in particular, but also a few project management tools). Pros I love how customizable SuiteDash is. There are countless ways to configure the framework to keep thorough track of my clients, even by sending out messages just to let them know I'm available for future projects. There is an learning module system should I ever get around to teaching others my "secrets" of web development, and I could create a community membership site for my clients if that's my prerogative. In the meantime, I have an exceedingly handy way to keep track of my clients, and most importantly, accurate billing them for the time I've assigned for their needs. Cons SuiteDash is relatively new, so there are times where they're updating their product and the site might be down for a short time (a few minutes here and there). It will eventually no longer be an issue once SuiteDash "lets the dust settle", and if you're frequently using new/start-up programs, you'll likely not even notice the interruptions as anything but a commonality. Their updates mean that the framework is getting better everyday, so the occasional disruption is absolutely worth it in the end. Review Source IA Isaac A. Owner Information Technology and Services Used the software for: Less than 6 months ### "SuiteDash changed everything about how I do business and I've never looked back" May 5, 2022 5.0 SuiteDash has streamlined my operations, saved me money, made me money, and I will admit to watching SuiteDash videos on YouTube in my spare time just for funsies. The platform is amazing and exciting; it's fun to use and fun to learn about. Since installing SuiteDash, I was able to off-load my billing platform, scheduling application, document creation / e-Signing application, internal staff communication application, and my email marketing application. That's FIVE line of business applications absorbed by SuiteDash, and I haven't missed any of them since I converted. Pros This is the most powerful piece of software I've ever used in my business. It does everything and most importantly, it does it WELL. Most "all-in-one" software applications do plenty of things. Poorly! SuiteDash does all these things better than most specific-use applications do them. I was impressed with SuiteDash from day one, and continue to be more impressed every day. As I get to use the program, I learn about new features and powerful things that I never knew I could do. On top of that, they are constantly developing the platform and introducing exciting new features. I'm such a fanboy for SuiteDash, I browse YouTube almost daily for any new videos with anything to do with the platform. Why? Am I really that nerdy? Simple: SuiteDash is actually FUN to use. I am daily excited by the idea that I have such an incredibly powerful tool at my disposal that is honestly a joy to navigate and explore. SuiteDash lets me be creative in ways I didn't expect. As I tell my colleagues: SuiteDash is more about what you want to do rather than what the software does. It's so powerful, you can accomplish anything you like. The hardest part is deciding how you want your process to flow. SuiteDash does the rest. Cons I get that we have to have cons to balance things out, and there's only one I can see from here. It's not REALLY a "con", more of just a challenge. SuiteDash is not intuitive to learn for the new user. The learning curve is steep as there are some concepts very different from other CRMs or software packages. All of it makes sense when you put it together, and there is ample documentation for the new user to figure it out by their own efforts. It does, however, take real effort to figure out the basics and really have it sink in. This is, in my mind, actually a good thing. Software that can be mastered in one sitting is generally very simple-use software, and the steepness of the learning curve speaks to the true power of the platform. If you can dream it, you can do it. Switched from [WHMCS](https://www.capterra.com/p/130157/WHMCS/) I was willing to sacrifice the server automation aspects of WHMCS in favor of a platform that's easier to use, and that gives my clients a far more modern experience. I love the control I have over the design in the portal AND the processes, and how everything flows together. WHMCS handled my server and billing; SuiteDash handles my entire business. I'm happy to pull a few reports on the server directly once in a while to be able to have an easy to use platform with modern design that gives my clients a better experience. Review Source JC Joyce C. Manager Consumer Services Used the software for: Less than 6 months ### "Perfect for small businesses" August 5, 2020 4.0 Pros It has a lot of features. But I'm especially in love with the client portal and Circles. For my company, we deal with different industries and being able to group them into various Circles and present them with information that are highly relevant and targeted for their industry is a winner in my book. The team has this incredible roadmap that shows that they really listen to the users. For eg, a collaborators role is coming up which I'm particularly excited about because we do work with a lot of third parties that aren't our employees but are still vital to our business nonetheless. Also, a support ticket system and proposals creation system coming up. Like seriously, it's incredible and once those 3 features are live, for me personally, it has everything a company can ever need. Except maybe automations and API for integration with Pabbly. Cons In terms of onboarding, because this is a software with a huge variety of functions, it will be better if there are onboarding videos for different industries. OR, perhaps have a checklist of features available, what each feature does and the link to the help article or video tutorial to setup the feature. It can be in the form of a PDF guide with links. That way, I can refer to the checklist to have an overview of what I need and also refer to it to know what's already been setup, what hasn't been done and what needs to be worked on etc. Much easier to keep track and will make the whole setup process a lot smoother and intuitive. If the checklist includes a section that contains "pre-checked" checklist for different industries, that will be even more helpful! Some sort of case study to help us better understand why SuiteDash is setup in a particular manner for a particular niche and how it helps the company grow. Alternatives considered [Agiled](https://www.capterra.com/p/206203/Agiled/)[Erxes](https://www.capterra.com/p/194629/erxes/) Review Source Response from SuiteDash September 8, 2020 Hi Joyce, and thank you for your review! Your suggestions will help make SuiteDash even better. We appreciate your valuable insight on how we can improve our platform. TG Tyler G. Owner Marketing and Advertising Used the software for: 1-2 years ### "Full Feature CRM Built For Professionals" August 10, 2023 4.0 Overall SuiteDash has provided an effective CRM for my small business. The learning curve and daunting number of customizations, FLOWs, automations, etc. can be seen as a drawback though. I would still recommend people give it a spin and kick the tires at least, but do understand that it will take days to build out a needed pieces of your client portal. Pros SuiteDash is the most robust CRM I have used to date. The ability to create custom circles (segmented customer areas) allows small operators to manage large client loads and many projects simultaneously. Cons Speed, speed, and speed! SuiteDash has made some improvements over the past year to improve load times within their app, but its still one of the slowest services I use. Page load times are never less than 2 seconds, generally closer to 4 seconds. They absolutely need to remedy this to ever match the top players. Review Source Response from SuiteDash August 22, 2023 Hi Tyler, Thank you for sharing your thoughts on SuiteDash. We're delighted to hear that our CRM's robust features, particularly the custom circles, have been beneficial in managing your client loads and projects effectively. We appreciate your feedback regarding the speed of the application. Your input is valuable as we strive to provide an optimal user experience. We're actively dedicated to enhancing load times and performance, and your patience is greatly appreciated as we work on this aspect. We understand that the learning curve and extensive customizations may be challenging, and we're continuously working to improve user onboarding and simplify the setup process. Thank you for your recommendation and your willingness to explore SuiteDash's potential. Your insights inspire us to keep refining our platform to better serve you and others in the community. Your friends at SuiteDash AD Alicia D. Lead Accountant and Consultant Accounting Used the software for: Less than 6 months ### "The All-In One That is REALLY an All In One" January 15, 2024 4.0 A couple of times, out of frustration I did consider leaving Suitedash but each time the way they resolve issues has shown me that this is a company who is intentional about their growth and cares about their users. They have earned my business long term, and I would consider using for other businesses in the future. Pros Definitely the customization! Certainly it’s the biggest reason I was drawn to it. I also love how you don’t have to pay $50-$100 dollars PER each additional user like alot of other softwares. It’s friendly on the wallet. I love the all in one and how I am able to cut down on how many separate things clients have to keep up with because they don’t like toggling between to many apps. Cons Suitedash is extremely complex to build out in the beginning. I wish they had some prebuilt templates like some of their competitors and hope to see that rolled out in the future. Suitedash is also extremely slow, but they very recently did updates to try to address that. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing SuiteDash All in one and extreme customization options Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Pricing and lacking key components such as the LMS. Also their portal was completely trash. The portal and the LMS are sole reasons Review Source YM Yanek M. Managing Partner Accounting Used the software for: 6-12 months ### "Very Customizable and Value Oriented" May 19, 2023 5.0 Pros SuiteDash does not try to nickel and dime for features. Additionally unlike other competitors, the product is constantly getting new features and even now supports webhooks (BIG deal for automation) Cons The speed of the UI could be a little faster. To fully utilize SD, there is somewhat of a learning curve Alternatives considered [Agiled](https://www.capterra.com/p/206203/Agiled/) Reason for choosing SuiteDash Agiled is not progressing fast enough from a UI standpoint Switched from [SuperOkay](https://www.capterra.com/p/249677/SuperOkay/) SuperOkay feels like a dead product with no integrations and limited features. Review Source Response from SuiteDash May 22, 2023 Hi Yanek, Thank you for your review of SuiteDash! We're so glad to hear that you're finding our platform to be a valuable tool for your business. We're always working to improve the performance of our platform. We're also working on making the learning curve a little less steep with tutorial videos and documentation, so that more users can get started with SuiteDash quickly and easily. We appreciate your feedback and we're always looking for ways to improve our platform. If you have any further questions or suggestions, please don't hesitate to reach out to us. We're glad to hear that you've found SuiteDash to be a better value than other options you have tried. We're committed to providing our customers with the best possible platform, and we're always working to add new features and improve the performance of our platform. Thank you again for your review! Your friends at SuiteDash TW Tamara W. CEO Professional Training & Coaching Used the software for: 1-2 years ### "All in One - Systematic & Customized" September 6, 2022 5.0 Everything you need to run your business in a streamlined, efficient and cost-effective solution. You can create an on-boarding flow, forms, marketing, projects and more! No need to piece together multiple systems to make your process work but the fact that it integrates with Zapier, you can extend the functionality even more if you need to. Everything you need without all of the costs of desperate systems. SuiteDash is a must have for small businesses, especially service-based providers. Pros As a Career Coach and Resume Writer, there's a lot of information to gather before you actually start working with a client. SuiteDash enables me to automate and customize the entire process without any interaction unless you want to step into the process. Cons There's so many options it can be overwhelming if you don't already have a process flow. They have virtually eliminated this obstacle by offering sessions with an expert. Reason for choosing SuiteDash Streamlined, more features and cost-effective Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.