# Page 7 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - Is SuiteDash the right Portal solution for you? Explore 630 verified user reviews from people in industries like yours to make a confident choice.

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

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SuiteDash

4.8 (630)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated April 22nd, 2026

# Page 7 - Reviews of SuiteDash

## Showing most helpful reviews

Showing 151-175 of 630 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Spencer J.  
CEO  
Accounting  
Used the software for: Less than 6 months

### "A great customer portal, customer service application"

September 25, 2020

5.0

I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need to be willing to watch some of the help videos for set up. Once I did that, I was set up within a day and have a pretty sweet looking customer portal on my website now. I really think they have packed an insane amount of features and customization into one product.

Pros

It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee. I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

Cons

I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap. I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

Alternatives considered

[Clinked](https://www.capterra.com/p/169648/Clinked/)[Onehub](https://www.capterra.com/p/152879/Onehub/)[WordPress](https://www.capterra.com/p/131687/WordPress/)

Reason for choosing SuiteDash

SuiteDash provided the most structure and features without me having to code it or maintain it myself. I felt like I got frustrated with competing products that required too much in the way of coding or maintenance.

Review Source

Pip S.  
Director - Facilitator Of Awesome  
Human Resources  
Used the software for: 6-12 months

### "Best business decision we've made"

May 19, 2022

5.0

It's been amazing. So easy to grow, white-label and develop

Pros

All the training videos and support they offer. Building out a CRM like this can be challenging. But the step by step options made life easy and quick

Cons

Honestly, there isn't anything. There are things I'm not using yet, but will when we scale to that point

Alternatives considered

[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing SuiteDash

SuiteDash had the support and training i needed to understand how to use it effectively

Switched from

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

Didn't have what I wanted and the program wasn't as good as i needed it to be

Review Source

Sumit P.  
Manager  
Retail  
Used the software for: Less than 6 months

### "I absolutely love it. Easy to configure, Replace many of my tools!!"

July 29, 2020

5.0

I have recently switched from 17Hats to Suitedash. There are some features where suitedash can improve (like better UI, webhooks) that are limitations for my business. Also, It will still probably need to be supplemented with more specialized software for some things (and this will vary from user to user), but that's going to be true of any system. I plan to keep using suitedash as I have high hopes for this software and truly believe that in they are committed to polishing what they have, it will be the best solution out there.

Pros

Suitedash is a well thought out, well architected, fully integrated software at a price level that is suitable for the average business owner. Suitedash has literally everything I want, from client portal to email marketing to project management. I particularly liked the white labeling feature, which allows me to rebrands everything to suite my business. Their client portal system is phenomenal. It is, to date, the nicest looking and most robust I've seen in any all-in-one. Compared to 17Hats's the SD portal is much better. They also have nice, complete documentation. I've been able to answer my own questions for the most part just by using their FAQ system. Dev team seems to be knocking out updates pretty rapidly. Support has been pretty quick to respond.

Cons

One thing I would recommend is to improve the user interface. Also, as a 100% online business, I need to be able to embed a scheduling link on my website so leads can automatically schedule a discovery call. But that is just not possible with SD right now. It would also be nice if they added chat support once things have calmed down a bit for them.

Alternatives considered

[17hats](https://www.capterra.com/p/144328/17hats/)

Review Source

Response from SuiteDash

September 8, 2020

Hi Sumit, and thank you for your review! We definitely hear the feedback from the community regarding updating the UI - that's on our list :)

QM

Quinten M.  
CEO  
Marketing and Advertising  
Used the software for: 6-12 months

### "A lot of great tools most CRM's can't match!"

May 28, 2023

5.0

SuiteDash is a comprehensive software solution. It offers a range of features like project management, client portals, invoicing, and file sharing, all within an easy-to-navigate interface. It really made my workflow a lot cleaner.

Pros

I appreciate SuiteDash for its all-in-one platform that combines various business tools such as project management, client portals, and CRM system.

Cons

There is a bit of a learning curve, but what great tool doesn't.

Review Source

Response from SuiteDash

July 14, 2023

Hi Quinten, Thank you for your review of SuiteDash! We're glad to hear that you appreciate our all-in-one platform and the combination of various business tools it offers, including project management, client portals, and CRM system. We understand that SuiteDash may have a learning curve, as it provides a wide range of features. However, we strive to make the learning process as smooth as possible, and our customer support team is always available to assist you with any questions or concerns you may have. We're thrilled to hear that SuiteDash has improved your workflow and made it cleaner. Our goal is to provide a comprehensive software solution that streamlines your business processes and enhances efficiency. Thank you for choosing SuiteDash and for your positive feedback. We value your satisfaction and are committed to continuously improving our platform. Your friends at SuiteDash

DR

Darrin R.  
Owner  
Internet  
Used the software for: Less than 6 months

### "Robust features of several tools in one suite"

February 23, 2020

4.0

I was looking for a dashboard alternative for clients other than the My-Account dashboard in Woocommerce. They have a nice roadmap and are constantly improving the service. White-labeling is great and lots of customization available to make it look the way you want. I come across issues and when I do I email them and they resolve it quickly. They seem to seriously take customer suggestions seriously. I'm super excited about what's to come and know it will only get better.

Pros

Single dashboard for clients to view/pay invoices and yes, recurring invoices using popular gateways like Stripe and Braintree. Great way to request files from clients who receive a link to upload the files without having to log in. Clients can approve or reject task items. Automation features are in the early stages but can see a lot of potential in this. The support is excellent! All issues are resolved quickly by their team.

Cons

Coming from more refined PM tools like Basecamp and Teamwork, the interface isn't as intuitive as it could be. The commenting system on tasks needs a lot of work. Task comments can easily be overlooked and not seen. Feels like too many clicks to get things done. Load times can feel a little slow at times.

Alternatives considered

[Basecamp](https://www.capterra.com/p/56808/Basecamp/)

Reason for choosing SuiteDash

Basecamp is freaking beautiful and probably the only one next to Teamwork that has an easy interface that clients actually like and want to use. All you get is a PM tool. SuiteDash has many other additions that make it more useful and more complete.

Switched from

[Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)

Using Woocommerce Subscriptions to handle billing for services subscription. I wanted a better client area than the default My-Account section. To get something similar to SuiteDash it would require multiple plugins and also cost.

Review Source

Response from SuiteDash

August 4, 2020

Thank you for your feedback! Your suggestions will help make SuiteDash even better. Improving loading times and refining the functionalities of the platform are definitely on our list!

MN

Mark N.  
Project Manager  
Computer Software  
Used the software for: Less than 6 months

### "Feature Packed, Easy to Use, Non Complex and Affordable"

January 11, 2023

5.0

Love it! Don't need a university degree to learn it. It's UI is smart, logical and they've packed a lot of amazing features into one centralised place.

Pros

It's a dashboard that brings all the features you need for the whole team so you don't have to run multiple pieces. of various software. It's easy to use which means quick onboarding for new users.

Cons

I'd love to see direct SMS send and receive from the CRM Contact file.

Alternatives considered

[Capsule](https://www.capterra.com/p/124041/Capsule/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HighLevel](https://www.capterra.com/p/177156/HighLevel/)

Reason for choosing SuiteDash

Feature set, ease of use and price affordability.

Switched from

[HighLevel](https://www.capterra.com/p/177156/HighLevel/)

Ease of use, feature set and price affordability.

Review Source

Jason A.  
Founder/CEO  
Media Production  
Used the software for: 2+ years

### "Excellent CRM & Project Management Software For Creative Agencies"

October 12, 2020

5.0

We're using this to manage projects in a bespoke video editing service. We needed a client facing portal for clients to submit requests to and to also manage several different complex internal workflows for each client. SuiteDash gave us an elegant, relatively inexpensive, and easy to learn solution.

Pros

The custom work flows and custom client portal make all the difference in not only a client facing portal but also as an administrator managing projects. The software is very flexible and customizable and you can become an expert user in a weekend. Learning curve is low but there is a lot to wrap your head around, however, for how feature packed this is it's super intuitive.

Cons

Storage space for uploads. As a creative video editing service, our clients like to upload video files which can take up a lot of storage and eat up the allocated space before extra charges are implemented. If SuiteDash had a feature to connect existing cloud storage for uploads, it would be the absolute perfect solution. We get around this by encouraging clients to provide links to their own cloud storage (Dropbox, GDrive, S3, etc) and most already have their files stored there anyway so this isn't a major issue.

Review Source

Chief\_ M.  
CEO  
Information Technology and Services  
Used the software for: Less than 6 months

### "This is hands down one of the best pieces of software I have purchased in a very long time."

December 15, 2020

5.0

So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.

Pros

I consider myself a collector of software. I like deals and I like stuff that works. This was both in one package. Not only was I able to get my platform up and running with minimal effort, I was also able to whitelist like a pro in a few steps. Even if you are not a DNS wizzard there are step by step instructions to guide you. The platform is fully customizable and will be my entry level attempt at building a small portion of my customer applications to meet their business needs while I do all the nerdy stuff in the background. I am one person and it sounds like it would be overwhelming to try to manage CRM for a company no matter how small. Templates, Templates, Templates. Suitedash has plenty of walkthroughs and documentation to help you design and build templates that you can reuse over and over. Once you have templates in place you can easyly reuse them for a multitude of things. Most of the freeform text leverages placeholders so you don't have to customize every single landing site for every customer. Let me tell you the absolute best part.. Web App on any device. You don't have to be an apple developer or google app wizard, you just click the button and the site creates the app on your screen. Super easy. You can also get those not so tech savy folk onboard in no time with the magic link feature. Overall, an amazing SaaS offering at a great price. If you need some CRM in your life, suitedash is the best way to get involved. They are constantly updating the platfor

Cons

I had to read a little and watch some video walkthroughs but it was well worth it and highly educational!

Review Source

SR

Spencer R.  
Executive Director  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "Just getting started but SO EASY TO GET GOING!!!"

April 15, 2022

5.0

I have been a power user of InfusionSoft, even attending their developer conferences, I have used Creatio provided by our global organization and both of those great services are a ROYAL PAIN IN THE you know what to get started and running. It literally takes months in some cases before you can actually start to use the program. We started using the program the same week with SuiteDash! Just do it, you have support and tech tools that you can work non-stop and find answers as you go in a snap. With other tools, you are relying on support forums or email to get things going...

Pros

The ease of getting up and running with connected services was a SNAP! Made it so easy to each task because there are video tutorials on how to do every step of the process and get going in hours not weeks or months!

Cons

Not having enough energy in my day to put all of the amazing tools to work. There are so many more aspects of the system that I am excited to get into and start using and I have only started to scratch the surface!

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/)

Reason for choosing SuiteDash

The cost and support as well as the BUILT-IN FEATURES and connected services. AMAZING value!

Switched from

[Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)

Too difficult to configure!

Review Source

JS

Jesika S.  
Managing Director  
Management Consulting  
Used the software for: 1-2 years

### "Client Onboarding & Management Streamlined"

August 11, 2020

5.0

I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.

Pros

I want to compliment the high level of customer support that I have received from the SuiteDash team this past year. They have improved their functions, site speed, and features that were not previously there before a few years back. I've watched and followed the progress of this company for quite some time now. I'm proud to say that we are now and full fledge Pinnacle user. We've also set up a few startup companies to use this CRM system as well. I love that they provide us with an insight/roadmap to a forecast of their progress in implementing new and upcoming features, it's exciting to see as an existing user. They're many CRM platforms out there, and it appears that they are looking into becoming, a one size fits all type of system. Keep up the great work!

Cons

I'm impatient, so having to wait for new features to become live is dreadful. Would like to see questionnaire forms improved.

Alternatives considered

[Plutio](https://www.capterra.com/p/179406/Plutio/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

Reason for choosing SuiteDash

The upcoming roadmap of the new and improved functions and features.

Review Source

Response from SuiteDash

October 1, 2020

Hi Jesika, and thank you for your feedback! We are proud that you have been following our progress and have seen our improvements. We want to get our new features out ASAP - but we have to thoroughly design and test everything we do to ensure it is a good experience for our customers. If you have any suggestions to improve our questionnaire forms, don't hesitate to send them to help@suitedash.com :)

Amanda T.  
CEO  
Marketing and Advertising  
Used the software for: Less than 6 months

### "I Have tried MANY CRMs and I am finally Home!"

May 18, 2022

5.0

I am tracking sales leads, sending automated emails to new prospects, and invoicing clients. It truly has been a blessing. I also love that I can have my team on board. I was able to replace Dubsado, Slack, AWeber, and a few other tools with SuiteDash.

Pros

I switched to SuiteDash after using Dubsado for 4 years and trying a few other CRMs while using it. I needed the functionality of Dubsado but more robust features and SuiteDash delivered! This is exactly what I have been waiting for.

Cons

The functionality of the calendar booking system is not great, but I solved that by pairing Trafft with it using a ZAP!

Reason for choosing SuiteDash

I am in LOVE with the client portal! With Dubsado I would CONSTANTLY have to explain to people how to pay and how to find their login and where to go. Suite Dash makes this all so simple. No issues with invoices at all!

Review Source

Nafiur R.  
Founder  
Marketing and Advertising  
Used the software for: 6-12 months

### "Powerful Business Management Tool For Handling Clients"

October 6, 2020

5.0

Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the \[SENSITIVE CONTENT HIDDEN\] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.

Pros

I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don't have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc. Also, the ability to create a separate white-labeled portal for clients to login and check their projects and collaborate, is just awesome feature to have.

Cons

I strongly believe the UI of the tool can be improved. It's good now, but can be much better. Actually, the tool has so many features & setting options, that it gets difficult sometimes to keep track of them. So I would suggest the team to keep working on the interface and UX, so that the workflow can be even faster than now.

Alternatives considered

[CompanyHub](https://www.capterra.com/p/150740/CompanyHub-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Agiled](https://www.capterra.com/p/206203/Agiled/)

Reason for choosing SuiteDash

I first came to know about this type of tools from SuiteDash's marketing campaigns. And I was hooked from the first go by the vast opportunity it provides to manage my business very smoothly. Later, I found out quite a few alternatives of tool, but eventually I stuck with this tool because of the humanly support I get from them. Feature-wise, SuiteDash is very competitive with other tools and some of them may have something better, but support-wise, SuiteDash really exceeded my expectations.

Review Source

CD

Charles D.  
MD  
Financial Services  
Used the software for: 6-12 months

### "Lacked basic functionality of nearly all other CRM systems"

December 29, 2022

3.0

Support was good but the software does not do some of the basics of a CRM system very well. so very disappointed

Pros

One price irrelevant of how many users and seemed on initial inquiry to do everything we wanted

Cons

Lacked basic functionality - It has no reminders built in ( This is a deal breaker for me) - So if you send a document or ask a client to complete a task you cannot set up a reminder email automatically to the client to get them to complete the task. Yet this function is available in the invoice section. This makes no sense to me .Also no automatic reminders for appointments or workflows. This alone makes it impossible to set up good automation within projects. Unfortunately, it does not do what it says it does very well. Also, there is no centralized view of a client so if different people send emails to clients you cannot see in one place ( without impersonating a client's view) all communication with a client. It is ridiculous to have that view available to a client and not the super administrators.After looking at workarounds for ages we decided to cut our losses and stop using the software.

Alternatives considered

[Dubsado](https://www.capterra.com/p/206389/Dubsado/)

Reason for choosing SuiteDash

seemed to do a wider range of things at a lower cost

Switched from

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

Lower pricing and seemed to offer wider functions

Review Source

Vigneswaran R.  
Director  
Mechanical or Industrial Engineering  
Used the software for: Less than 6 months

### "Complete and reliable business management software with great customer support"

July 31, 2020

5.0

Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

Pros

1) It has all the software needed to run a business in one place. Email marketing, CRM, Project Management, Client Portal, Invoicing, you name it. 2) Easy and intuitive navigation on their system. Easy to understand and can complete tasks really fast. 3) Automation on repeating tasks. For example adding customer data into the CRM from signup form and performing email marketing. 4) Whitelabel client portal! Previously we were using a different software for this. With SuiteDash, we can provide our client with needed information right from the same software. This saved us alot of time and money. 5) Their customer support is amazing. Really fast response to solve issues. They also listen to customer's requirements and make improvements on the system. Love them for this!

Cons

The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

Alternatives considered

[Trello](https://www.capterra.com/p/211559/Trello/)[Slack](https://www.capterra.com/p/135003/Slack/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing SuiteDash

To eliminate the use of different software for different tasks. With SuiteDashm our team was able to run everything from business chat, project management and CRM in one place. And since it combines everything in one place, the pricing is much more affordable. We save alot of money and time with SuiteDash.

Review Source

Response from SuiteDash

August 7, 2020

Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.

SB

Summer B.  
Owner  
Accounting  
Used the software for: 2+ years

### "Good CRM and Task Management software for accounting and tax firms"

December 28, 2023

4.0

Pros

I love the automations and ability to white-label

Cons

Sometimes it can have slowness. It also takes a little more time than expected to setup and configure the system accordingly

Alternatives considered

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[Taxaroo](https://www.capterra.com/p/168924/Taxaroo/)

Review Source

Response from SuiteDash

January 12, 2024

Hi Summer, Thanks for sharing your thoughts on SuiteDash. We're glad you find it valuable for accounting and tax firms, especially appreciating the automations and white-labeling. Thank you for your feedback regarding the occasional slowness and we understand your concerns about setup time. We're actively working to optimize speed and streamline the onboarding process. Your feedback is crucial, and we appreciate your continued use of SuiteDash for over two years. Thanks, Your friends at SuiteDash

Mark L.  
President  
Hospital & Health Care  
Used the software for: 6-12 months

### "I love Suite Dash because it makes it possible to expand my business and to get things done."

May 16, 2023

5.0

I am continually surprised at how much is possible with this software. It keeps replacing other tools that I thought were irreplaceable.

Pros

As I learn the system, I am finding more uses for this software. I especially like the marketing features and CRM features, as well as forms.

Cons

There is some learning curve, but the documentation, written and video, is excellent.

Review Source

Response from SuiteDash

May 19, 2023

Hi Mark, We are so glad to hear that you are loving SuiteDash! We designed our software to help businesses of all sizes grow and succeed, and it's always rewarding to hear from customers who are seeing the benefits of using our platform. We understand that there may be a learning curve when first starting out with SuiteDash, but we've worked hard to make our documentation and video tutorials as comprehensive and helpful as possible. We also have a team of friendly and knowledgeable support staff who are always happy to help answer any questions you may have. We're constantly working to add new features and functionality to SuiteDash, and we're always looking for ways to make our software even more user-friendly. We're grateful for your feedback, and we'll continue to do our best to meet your needs. Thank you for being a valued SuiteDash customer! Sincerely, Your friends at SuiteDash

Ryan P.  
Marketing  
Oil & Energy  
Used the software for: 1-2 years

### "All I need"

April 5, 2021

5.0

I love it. You will too. It's worth the investment.

Pros

Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.

Cons

Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.

Alternatives considered

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Reason for choosing SuiteDash

All in one. Has small business owners in mind.

Review Source

rS

rob S.  
owner  
Environmental Services  
Used the software for: 6-12 months

### "Very Good ROI For SuiteDash"

May 4, 2024

5.0

I bought suitedash after several failed purchases of competitive platforms. The others had awful training and very difficult admins to navigate and set up. Suitedash also had the most different functions that our team could really use.

Pros

Very easy to set up with intuitive admin. The project management section was the need for the first project but we've expanded to the crm section of the platform with great success. Support is very responsive if the videos and pdfs don't do the trick.

Cons

I haven't found one yet but will report back if something comes up

Reason for choosing SuiteDash

Robust features and easy to set up. When we've been stuck, or lazy to find answers, their support has been very responsive.

Switched from

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

I can't add GHL but that was one of the switches. GHL didn't have the ability to project manage our tasks without a ton of customizations. We also used google sheets to track projects and it wasn't efficient.

Review Source

Jason B.  
Director of marketing  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Perfect for a custom internal and public facing dashboard"

May 18, 2022

5.0

Overall we are very pleased with the power and ability to white-lable and customize for every user type.

Pros

This software replaces many paid subscriptions and by migrating to this platform we have eliminated over $400 a month in paid subscriptions.

Cons

My only issues are that the learning curve for setup of the dashboard is a bit steep.

Switched from

[FlowTrack](https://www.capterra.com/p/213200/FlowTrack/)[GetResponse](https://www.capterra.com/p/153948/GetResponse/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Costs and a single place for our intranet.

Review Source

WM

Walli M.  
Financial Coach  
Financial Services  
Used the software for: 1-2 years

### "Suitedash is the tool to replace them all "

January 12, 2023

5.0

Pros

I purchased Suitedash back in April 2020 and I sat on it. It felt overwhelming to learn and I didn't know where to begin. HUGE MISTAKE! When I finally took the time to go through the academy and watch the YouTube videos, I set up my portal over a weekend! I immediately onboarded any new clients to the portal and slowly introduced the portal to my existing clients. This software allows it to be the one-stop shop for contracts, invoicing, billing, payments, exchanging files, creating data collection flows and so much more. I've also used the drip campaign feature and email marketing tools. Recently they added a learning management system to help create tutorials and courses. Once you get the hang of Suitedash you'll realize that you'll be able to get rid of many tools. I'm sure I am using just a fraction of its function.

Cons

I think the biggest complaint I have is that the program can be a little slow to load and function. I've reached out to the team and they know improving speed is one of the most common requests. They are working on it!

Alternatives considered

[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[ThriveCart](https://www.capterra.com/p/234835/ThriveCart/)[Kajabi](https://www.capterra.com/p/154682/Kajabi/)[Thinkific](https://www.capterra.com/p/132888/Thinkific/)

Review Source

IT

Ismo T.  
Avocation  
Computer Software  
Used the software for: Less than 6 months

### "SuiteDash replaces several SaaS tools"

August 11, 2020

5.0

I use SuiteDash for small companies, who have several users. It's a professional way and gives a customer a fresh look and seamless workflow. Customers hate to have million different login pages, remember passwords and fill same data now and then, after login they may have not visited a page for while, with SuiteDash, everything is looking like very intuitive and up to date. Many thanks!

Pros

SuiteDash provides a complete all-in-one solution for small scale business to handle almost everything with customers. There are tons of features that can be only find from a premium SaaS services, paid separately. For instance custom domain, login etc... There is a solution both to work on companies or for people, you can choose which suites to you. You can manage the whole setup with several other people as well. Perhaps the best part of the SuiteDash is a niche combination of handle customer files and marketing. There is a complete calendar and of course, the project management involved with task as well. You may also use build -in forms. And for the last, you can make all page translations by yourself for any language!

Cons

I would like to have a drag and drop feature for already saved files where to grab upload customer files and put them to folders. A simple login for companies with a good privacy would help a lot. Would like to use my own random pictures for the login page. There are few integrations that I will wait for in the future. I may need a lot more Storage in the future but I am sure that SuiteDash can arrange it in a way or other.

Alternatives considered

[Ora](https://www.capterra.com/p/162729/Ora/)

Reason for choosing SuiteDash

I needed one tool for several small company needs, such as CRM, project management, file sharing, customer login, all under one hood.

Switched from

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

SuiteDash has a better file sharing system, much more fresh look and it is more intuitive to use. And you will able to use own custom domain and make all the setups within one day.

Review Source

Response from SuiteDash

October 1, 2020

Hi Ismo, and thank you for your feedback! Your suggestions will help make SuiteDash even better. We aren't certain what you mean by wanting "a simple login for companies with a good privacy", however. If you could contact help@suitedash.com and clarify, we'd appreciate it :)

Andrew J.  
CTO  
Staffing and Recruiting  
Used the software for: 6-12 months

### "SuiteDash is a Sweet Customer Dashboard!"

May 28, 2024

5.0

Its a great platform, stable and reliable performance while having all the marketing and sales features to retain and convert customers.

Pros

It has great features for marketing and sales and retention of customers.

Cons

I think the initial payment could be simplified, however, this is minor issue.

Reason for choosing SuiteDash

Quality and Cost were the main concerns

Review Source

JB

Jeannette B.  
Entrepeneur  
E-Learning  
Used the software for: Less than 6 months

### "Suitedash Feature Review"

August 4, 2021

4.0

It is definitely a great platform to have and it is worth the investment. They have proven that they are committed for the long haul, so I feel safe in investing in the product. We could all learn from their commitment to their clients. Since it is a new product, there are features that are still in the development phase, so be patient! It will come eventually. This review has NOT been requested by the Suitedash and is an honest assessment of the platform.

Pros

The biggest asset is the companies commitment to stay connect with their clients. As a new company, they are growing and adjusting their product to the needs of the clients. They have a clear roadmap and welcome feature suggestions and improvements. It is a very complete software and they are committed to making it better.

Cons

This isn't a negative comment, but users need to be aware that the platform is developing. As time goes on, it is just going to get better, but patience is needed. Also, every time something is updated or is loading, it is slow. Not painfully slow - just slow. I believe this is because of the servers/setup that they have. The marketing email section is weak. You can not track email stats. So I still have to use other platforms for this. This definitely needs improving.

Alternatives considered

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

Reason for choosing SuiteDash

Great all in one features. Lots of options and 100% customizable

Review Source

Courtlin H.  
Director  
Information Technology and Services  
Used the software for: Less than 6 months

### "All-in-one software that finally delivers on that promise, if you're willing to learn how it works"

May 2, 2022

5.0

I needed an ERP for my small business and didn't want to have 5-10 separate tools involved. SuiteDash simplified my tech stack and gives me pretty much everything I need to run my business in one platform.

Pros

The sheer number of business functions that this software covers is amazing. On several occasions, I've wondered does the software do XYZ (e.g. client portals, designing proposals, 2FA) and sure enough, there's a module for this. I was able to replace several other recurring monthly subscription software with SuiteDash, ultimately saving me money and time by not having to juggle multiple tools and hack their integrations together.

Cons

Because this software can do so much there is a significant learning curve, like any other enterprise ERP software on the market. If you only have a 5-minute onboarding attention span then this is probably not the software for you.

Alternatives considered

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

Reason for choosing SuiteDash

Agiled lacks two factor authentication (2FA), although it is supposedly coming on their roadmap. Lack of 2FA was a dealbreaker.

Switched from

[SuperOkay](https://www.capterra.com/p/249677/SuperOkay/)

SuperOkay lacked the integrated CRM functionality and other ERP features, although the client portals look nice I didn't want to juggle multiple tools.

Review Source

AC

Andy C.  
CEO  
Design  
Used the software for: 6-12 months

### "One size fits all"

April 23, 2024

5.0

I can confidently say there is no product like suitedash. I used many different software over the past years, and this fits everything.

Pros

I dont need to buy 8 different subscriptions to run my business

Cons

Cost-effectiveness and for sure the overall implementation through every business step.

Switched from

[Trello](https://www.capterra.com/p/211559/Trello/)[Google Drive](https://www.capterra.com/p/161425/Drive/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[Exact for Finance](https://www.capterra.com/p/231942/Exact-for-Finance/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Pricepoint, i started for myself and this was the most cost-efficient for all the features.

Review Source

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