# Page 3 | SuiteDash Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is SuiteDash the right Portal solution for you? Explore 608 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/154949/SuiteDash/reviews --- SuiteDash 4.8 (608) [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 March 13th, 2026 # Page 3 - Reviews of SuiteDash ## Showing most helpful reviews Showing 51-75 of 608 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jon P. Owner Consumer Services Used the software for: Less than 6 months ### "Very versatile and customizable product" July 3, 2024 5.0 Pros I love the idea of circles, where you can make similar dashboards for clients, but by adding them into a circle, you can give them specific access to different pages or tools. For example, I’m providing a complete office management tool for home service companies. While several things will be universal, I can create specific pages/tools for house cleaners, or lawn care, or window cleaners under different “circles”. So clients all share about 80-90% of the same tools/pages, I can add the house cleaners to a “maid service” circle that has a specialized CRM with entries about how many bedrooms and bathrooms their client has for example. Say they decide to also offer window cleaning, it’s just simply adding them to the “window cleaning” circle and now they have access for both sets of tools. The idea is to create these tools once in a circle, and then just give access to whichever clients need them. This allows you to have a very comprehensive management tool, but easily present it to the client like it’s specific to their industry. Cons SuiteDash has so many options. It can almost seem overwhelming at first, but I thought their support pages had many incredibly helpful videos and walk-throughs. It can take a minute to get your mind wrapped around how much you can actually accomplish. Review Source Phil C. Editor Hospitality Used the software for: 2+ years ### "A great option for having an all in 1 platform for CRM, Project Management and Client Portal" January 29, 2024 5.0 Having set it up several times, it's my go-to for any sort of portal, CRM, or project management system. It can be used on businesses as simple as a solo freelancer doing projects large and small or as complex as a multi-user CRM and project management system with hundreds of clients. Pros The way you are able to white label your own "platform" for doing just about any business function is a real game changer at this pricepoint. It can be as simple as a CRM system or full-blown project management, client portal, etc. The way the system is thought out is almost like a blank space for you to create whatever functions you need and make it your own Cons I've set up SuiteDash 3 times for different business types and each time it does get easier, but for someone that is new this type of system, the setup may be overwhelming. But if you have experience in setting up any similar CRM or business management application, the process is easier. My biggest complaint is the terminology used in docs and in their videos is not necessarily industry standard. So for people coming from an older established system, learning how SuiteDash talks about features is a bit of a curveball. Easy enough to learn quickly - it's just something to be aware of. Alternatives considered [Flowlu](https://www.capterra.com/p/166656/FLowlu/)[Agiled](https://www.capterra.com/p/206203/Agiled/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing SuiteDash Ability to totally customize the system to our liking as well as features that were available that were more unique. The price had a lot to do with it as well. Other systems are very rigid in their implementation, whereas SuiteDash allows a great amount of flexibility if you're willing to learn. Switched from [Plutio](https://www.capterra.com/p/179406/Plutio/) The original platform we chose was buggy and I had always had good success with SuiteDash so we made a change after trying a 'new kid on the block' for project management. Review Source CM Christian M. Co-Founder E-Learning Used the software for: 6-12 months ### "Our Customer Interface and BackOffice functions in One" June 21, 2024 5.0 SuiteDash has enabled us to provide our customers with unique experiences and content rather than a one size fits all. This has also given a professional front end to our business. Pros White Labelling Customisation and Personalisation Continuous updates (some fixes and some new goodies) Performance Cons Initial learning curve. This was a little confusing but I can see the knowledge base and videos has grown since we started. This is also offset with good support. Alternatives considered [Fusebase](https://www.capterra.com/p/147496/Nimbus-Note/) Reason for choosing SuiteDash Purely based on the customisation / personalisation options Review Source GV Gary V. Manager Real Estate Used the software for: 1-2 years ### "Exactly what we were looking for!" June 5, 2024 5.0 We are extremely pleased with our decision to implement SuiteDash into our almost daily workflow. It has checked all of the boxes we were looking for and more, and did so in one concise package, which is so hard to find. Like I am sure most businesses these days, we found ourselves switching between so many different programs and SuiteDash has solved this problem. I highly recommend giving SuiteDash a try, you will be happy you did! Pros Our main focus was to find a program that could create a custom user experience within a fully branded (white label) portal. SuiteDash truly hits this one out of the park! But that proved to be just the beginning. After setting up our initial workflows and experience, we were able to build upon this and use even more of the software capabilities. For client-based interactions, we now regularly use SD for eSigning documents, secure file exchange (transfer & requests) along with secure messaging. Internally, we have automated the onboarding to populate the CRM and also use the project management functionality. Our final stage of implementation will be to transition our current dedicated marketing platform over to SuiteDash and to combine their email marketing, sales funnels and ultimately the Invoice/Billing functionality. We hope to update our next steps and experience after utilizing SuiteDash to its full potential! Cons To take full advantage of this very robust software, there is a bit of a learning curve, but there are plenty of comprehensive, yet easy to understand resources that walk you through step-by-step everything you need, along with an active community, responsive support staff and additional third-party resources dedicated to helping get everything setup perfectly. I would also recommend setting up the most important workflows first, begin using the software and then build upon that foundation as needed. Review Source AY Alicia Y. Consultant Hospitality Used the software for: 6-12 months ### "All In One" May 28, 2024 5.0 I’ve been using SuiteDash for a while now, and it has truly changed how I manage my business. This platform is packed with features, offering everything from CRM and project management to client portals and billing solutions. Having everything in one place means I don’t have to juggle multiple apps anymore, which has made my work much easier. The CRM system is one of my favorite features. It’s user-friendly and powerful, helping me keep track of all client interactions and follow-ups effortlessly. The project management tools are also fantastic, making it simple to assign tasks, set deadlines, and monitor progress. The client portals are a big plus, providing a professional and secure way for clients to access their information and communicate with us. The only downside is the initial setup process. It takes quite a bit of time—weeks, in fact—to get everything configured just right for your needs. However, this is a small price to pay for the benefits you gain once everything is up and running. The tutorials provided are top-notch and really help make the setup process easier. They’re detailed, easy to follow, and make the whole process much less overwhelming. All in all, SuiteDash is an excellent platform for any business looking to streamline their tools and boost efficiency. The setup might take some time, but it’s definitely worth the effort in the end. Highly recommended! Pros The amount of features and the tutorials. Its has all-in-one functionality. Cons The initial setup process. It takes weeks to get everything configured, which can be daunting. However, the excellent tutorials help simplify and manage this process. Review Source JH Jamar H. Graphic Designer Design Used the software for: 1-2 years ### "NICE INVESTMENT!" April 17, 2024 5.0 I'm Beyond Pleased, wish i would have jumped on board earlier. so i know more Pros I started using SuiteDash for my business, and it's been a game-changer. It combines all the essential tools I need in one platform. I can streamline client communication, automate lead generation and onboarding, manage projects, handle invoicing, subscriptions, and email marketing campaigns - all in one place. While there was a slight learning curve initially, the platform's intuitive interface and extensive capabilities have significantly improved my workflow and productivity. The exceptional customer support, secure file management, and HIPAA compliance provide peace of mind. SuiteDash has exceeded my expectations by offering a comprehensive, easy-to-use, and secure solution for all my business needs. It simplifies daily operations and enhances the client experience. I highly recommend SuiteDash to any business looking to consolidate tools and boost efficiency. Cons for someone who prefers a more minimalist approach or enjoys using multiple specialized tools for different tasks, the all-in-one nature of SuiteDash may feel overwhelming or restrictive, but it's worth it. Switched from [Clinked](https://www.capterra.com/p/169648/Clinked/) I read the reviews in the. decided to give it a try. Overall Suitedash Is winning right now compared to the functionality and everything else Review Source NR Noel R. CEO Education Management Used the software for: 6-12 months ### "SuiteDash is a powerful and incredible CRM+LMS" May 1, 2024 5.0 SuiteDash is simply the best all-around tool for managing projects, courses, teams, communities, marketing, and much more. It has great features and is something you won't waste your investment on. Pros We recommend SuiteDash for those small and medium-sized businesses that: Recognize the value of automation and want to take advantage of that superpower. This is a real game changer for managing client projects and streamlining business operations + LMS. Its intuitive interface and comprehensive features make it a top choice for businesses of truly all sizes. Overall, Suitedash gets my top marks for its efficiency, functionality, and user-friendly design. We have found automation to be a powerful feature that is saving us hours and hours of work. And what can we say about your complete LMS This platform is growing and learning from its users. It's not perfect, but we do notice that they strive for excellence. Cons I think there are four areas to strengthen: 1. The management of user roles and permissions could be more complete and customizable, for now it is very generalized. 2. In the development of task templates for the project area, the templates could be grouped into categories and the project managers could only manage the categories that they are authorized to manage. 3. When creating tasks in the project area, these tasks should be able to be linked to lessons in the LMS area. 4. Optimize loading speed. It is true that it has improved a lot. However, it can be optimized Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Kajabi](https://www.capterra.com/p/154682/Kajabi/)[Thinkific](https://www.capterra.com/p/132888/Thinkific/) Reason for choosing SuiteDash Suitadash not only integrates what we need in a single CRM, it also gives us functionalities that we did not have and now empowers us Switched from [Infinite MLM Software](https://www.capterra.com/p/152185/Infinite-MLM-Software/)[GrooveFunnels](https://www.capterra.com/p/230282/GrooveFunnels/) Suitadash not only integrates what we need in a single CRM, it also gives us functionalities that we did not have and now empowers us Review Source Vladimir R. Ceo Marketing and Advertising Used the software for: 6-12 months ### "A Reliable Tool for Doing Business " May 24, 2024 5.0 Pros Huge opportunities and very flexible functionality for eating customers, projects and accounting. The client portal is especially convenient. Cons It works quite slowly, and I hope it's optimized. And there is no full-fledged mobile application yet. Review Source AF Andrew F. Owner and Web Developer Marketing and Advertising Used the software for: 6-12 months ### "The best tool for your business" May 15, 2024 5.0 I am a very busy guy. I work full time 6 days a week as a truck driver, have an 11 month old baby at home, and run multiple small businesses of my own. I was always chasing people around with my web development business, and spent more time writing contracts, invoices, and sending emails than actually working on client websites. Enter SuiteDash. Now, almost everything I need to do and communicate with clients is handled in one platform. Don't get me started on the automations! I click one button, and my new client has a contract to sign, an invoice to pay, and a project set up! Being as busy as I am, this helps me get more time with my family, and that is the most important thing of all! Pros The best part of SuiteDash is freeing up my time to spend with my family Cons There are no cons for me that I can think of! Review Source DH David H. President and CEO Entertainment Used the software for: Less than 6 months ### "Great All-In-One Business Software" May 16, 2024 5.0 Excellent software, excellent product and tons of training videos and materials making it a process to build out your company flows. Pros This software has it all, and everything is customizable. I am still building it out, but each step has been amazing in creating all portals for my company, marketing, clients and every aspect of the business. Cons Because it is so robust, it takes some time to learn and set up, but well worth it, as it will run your company for you. Alternatives considered [Kartra](https://www.capterra.com/p/184946/Kartra/) Reason for choosing SuiteDash Best price for the features and customizations offered. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) 3 different softwares, now unified. Also, Suitedash has a client portal feature, which is highly desirable in allowing customers to login and get everything they need without constant back and forth. 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 Harmanpreet Singh A. Director Information Technology and Services Used the software for: 6-12 months ### "Packs a Punch" May 10, 2024 5.0 Pros This tool is packed with features essential for running your day-to-day business operations. It has everything you can think of, all in one place: contact forms, lead management, document signing, marketing tools, support tickets, file management, invoicing, and automation. This comprehensive suite of features makes it an amazing tool for any business. Cons With that many features and tools, you can find yourself lost at first. Alternatives considered [Odoo](https://www.capterra.com/p/135618/Odoo/) Review Source Janis G. Founder Marketing and Advertising Used the software for: 6-12 months ### "A Complete Business Operating System" February 1, 2024 5.0 In conclusion, SuiteDash isn’t just another business management tool; it’s a paradigm shift. It’s the 'red pill' of business management – once you experience it, there’s no going back. Pros SuiteDash isn’t just a tool, it’s a game-changer. It streamlines, automates, and transforms our business processes. It's a Swiss Army knife for a business - handling everything from CRM to project management, and all the nitty-gritty in between. File sharing, document management, proposals, forms, invoicing, automated emails, drip campaigns, appointments, support, project management, workflows, and customer portals - SuiteDash has effectively replaced a dozen different tools for us. But this isn't just about replacing multiple tools; it's about redefining how you approach your business processes. SuiteDash is built with systems thinking and process automation at its core. Any process that can be automated, SuiteDash can handle it. From lead generation funnels and automated onboarding to custom project templates and fulfillment workflows, it's a powerhouse of efficiency. Cons Not really a con, but "With great power comes great responsibility.” The tool is so flexible and customizable that it’s easy to get lost in all the possibilities… It’s best to start with a clear plan in mind, start with a rough MVP version, and fine-tune over time. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Agiled](https://www.capterra.com/p/206203/Agiled/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source JC James C. Handyman Construction Used the software for: 6-12 months ### "Amazing CRM and Business Management Tool" May 22, 2024 5.0 Pros The whitelabelling customisations and built in integration with Quickbooks. Cons The learning curve, but the documentation and support help massively with this. Switched from [OneHash CRM](https://www.capterra.com/p/206491/OneHash/) Suitedash offers far better funcionality and fits our company much better. Review Source mB michael B. Program Manager Internet Used the software for: 6-12 months ### "all in one lead client project management system with client facing perks" May 3, 2024 4.0 overall, the amount of time it would have taken to set up 3 different tools and the cost associated with licensing and integration was 8-10 times more than it took for us to use suitedash, which encompassed all of the functionality the 3 other tools needed to manage the business. Pros the tool touches every facet of a business and allows you to use what you need while disabling sections you do not need (in our case billing and invoicing) without disrupting the basic workflows needed and that are inherent in the tool Cons there was a slight learning curve when initially setting up but once pointed in the right direction was easy to customize as needed Reason for choosing SuiteDash they all required costing integrations or zapier to tie into other tools we needed for lead tracking or scheduling. Review Source FB Felicia B. Consultant Design Used the software for: 6-12 months ### "SuiteDash is the best all-in-one tool" May 9, 2024 5.0 Pros SuiteDash makes it so simple to keep track of the entire lead process and client experience. I love the sales features but also how easy it is for a client to submit a request and get invoiced quickly. The dashboard is user friendly and the custom client portal makes our brand feel professional. I highly recommend checking out SuiteDash. Cons I would love to see more ways to use it for social media. Keep track of our social conversations. Review Source Mahyar G. Founder Marketing and Advertising Used the software for: 6-12 months ### "My honest take" April 26, 2024 5.0 Pros I've been using SuiteDash, and it's a game-changer with its all-in-one setup that handles everything from billing to project management seamlessly. I love how customizable it is, letting me tweak it to feel like my tool. The interface is super user-friendly, which makes it easy to get on board, and the mobile access is a lifesaver when I'm away from my desk. Cons there's a bit of a learning curve to get used to all the features. 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 Stacey A. Owner Education Management Used the software for: Less than 6 months ### "Everything you need to run your business!!!" August 26, 2023 5.0 This is an all in one business solution and is great to have all the necessary tools in one place instead of an entire tech stack of different tools tied together. Pros I have researched many CRMs over the past year. SuiteDash checked all the boxes. It can be configured to go white label and run in the background like a custom piece of software. The customization offered is what really sets this platform apart. Cons There are a lot of features built in to SuiteDash and it is a great platform. There are features that I would like to see sooner than later. The great thing though is that Mike and his Team listen to users and build out or find other solutions to our needs. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source Response from SuiteDash September 8, 2023 Hi Stacey, Thank you for sharing your thoughts on SuiteDash. We're thrilled to hear that you've found our platform to be a comprehensive solution for your education management needs. It's fantastic to know that SuiteDash met all your CRM requirements and that you appreciate its ability to be configured as a white label solution. Customization is indeed one of our strong suits, and we're pleased it sets us apart in your eyes. We understand your desire for certain features, and we want you to know that your feedback is incredibly valuable to us. We're committed to continually improving SuiteDash, and your input helps us prioritize and enhance the platform based on users' needs. Thank you for choosing SuiteDash as your all-in-one business solution. We're here to support you and ensure you have all the necessary tools at your fingertips. If you ever have more suggestions or need assistance, please feel free to reach out to our team. Your Friends at SuiteDash CG Cort G. Financial Planner Financial Services Used the software for: 2+ years ### "Amazing software! " September 9, 2023 5.0 Fantastic! Great company. Pros That it's an all-in-one software solution. Cons It's so robust that it takes time to learn and develop into what you want it to be. Reason for choosing SuiteDash All-in-one solution, cost, business management, tasks, projects, portal and the like. Review Source Response from SuiteDash October 4, 2023 Hi Cort, Thank you for sharing your experience with SuiteDash! We're thrilled to hear that you find our software to be amazing and appreciate its all-in-one solution. It's fantastic to know that the features like business management, tasks, projects, and the portal have been beneficial for your financial planning needs. We understand that the robustness of SuiteDash can present a learning curve, and we appreciate your patience as you've developed it to meet your specific requirements. Your commitment to mastering the platform is truly commendable. We're delighted to have you as a part of the SuiteDash community, and we're here to support you every step of the way. If there's anything you need assistance with or if you have any suggestions for improvement, please feel free to reach out. Your success with SuiteDash is our priority. Thank you for being a valued member of the SuiteDash family! Your Friends at SuiteDash! RC Robbie C. CMO Marketing and Advertising Used the software for: Less than 6 months ### ""Beyond everything I was looking for..."" May 19, 2023 5.0 Pros Firstly, from the top down the company cares about the success of its customers. It's unrivaled in anything I've ever experienced. From \[sensitive content hidden\], the entire team and system, there's everything you to achieve max productivity with training, tutorials, on-page guides, and even direct 1 on 1 coaching/training. I was looking for a CRM initially but found that SuiteDash offered much more in the way of customer experience interacting with my brand through the Customer Portal that's fully custom branded. One of the coolest features is "Circles". It made my customer segmentation, and content delivery so easy, and more robust for the customer experience as it allows us to deliver a personalized experience when they log in to their portal. I can share docs, resources, invoices, downloadables, and even a learning section that could be used to walk a customer through an orientation and training of sorts. All of these things enhance our relationship with our cliens. I've hardly scratched the surface of the potential and every day I discover new ways to use the platform to grow reach and influence. The Portal is #1 for me but I say that because all of the other functions are there too, email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. invoicing, proposals, seriously almost everything. It's akin to a fully custom-developed system that would cost multiple 6 figures or more. This thing is the cat's meow! Cons The functionality is so robust there are many options that require some study to get up to full speed. Although the options and customization features are really straightforward and intuitive, i.e. they tend to be where you think they'd be, it still takes a little time to get acquainted and learn the lay of the land. That said, the support is fantastic and \[sensitive content hidden\] has invested a ton in creating tutorials throughout on virtually every detail. I'm a slow learner, but I believe if it's worth shortening the learning curve they do offer direct help with setup and training. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Nimble](https://www.capterra.com/p/123032/Nimble/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing SuiteDash It's truly an All-in-one system with all aspects of client acquisition to relation management, content delivery, Learning Management, Marketing and Automation... there is so much here and it's so seamless to use, everything is where you think it would be - very intuitive. Moving to SuiteDash was No-brainer! Unlimited Contacts is huge too! Switched from [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) SuiteDash offered so much more functionality and streamlined! Everything works so well it's hard to beat. The other aspect is that customer support is a delight to get assistance from. They really care about their customers, as I think other companies do too, but the team at SuiteDash really has a handle on it and are extremely competent. Review Source Response from SuiteDash May 22, 2023 Hi Robbie, Thank you so much for your detailed and thoughtful review of SuiteDash! We are so glad to hear that you are finding our platform to be a valuable tool for your business. We appreciate your feedback on the functionality of SuiteDash, the customer support, and the overall experience. We are always working to improve our platform and add new features, so please continue to provide us with your feedback. We are particularly proud of our customer support team. We believe that providing excellent customer support is essential to our success, and we are committed to providing our customers with the best possible experience. We are also glad to hear that you are finding SuiteDash to be a valuable tool for your growing company. We know that growing pains can be difficult, but we are confident that SuiteDash can help you to manage your business more efficiently and effectively. We are so glad that you are a valued SuiteDash customer! Your friends at SuiteDash BS Brandy S. Owner Accounting Used the software for: 2+ years ### "I LOVE SuiteDash!!! " August 29, 2023 5.0 I recommend SuiteDash ALL the time!! It’s a one stop shop for “tech stack”! It’s all you need. People ask me “what is your tech stack” and I just say SuiteDash! That’s all you need! They’re support is amazing! I always have a reply within hours and especially by the next day! And their support is always helpful the first try. No need to be sent to another department or escalated ticket because the first person you reach knows their stuff! And the product itself is phenomenal!! I never find the need to seek any other service for my business or clients. SuiteDash has it all! I can’t recommend them enough! Pros What is not to like?! ALL the ability to customize to my individual company needs. No sales pitch EVER to up sale me on their “latest & greatest” products. Continue to roll out new features at no additional cost. The ability to easily share documents with my clients is phenomenal! The phone app is amazing! Cons Nothing! There is seriously nothing I can think of that I would change or need for my accounting firm from SuiteDash. Review Source Response from SuiteDash September 8, 2023 Hi Brandy, We can't thank you enough for your glowing review of SuiteDash. It's heartening to hear that you've had such a positive experience with our platform. We're delighted to know that you find our customization options perfect for your accounting firm's individual needs. Providing value without hidden costs is something we take pride in, and we're thrilled to hear that you've benefited from our continuous feature updates. Your enthusiastic recommendation means the world to us. Being your one-stop-shop is precisely what we aim for. We're committed to delivering top-notch support, and it's fantastic to hear that you've found our team knowledgeable and helpful. Thank you for making SuiteDash your trusted partner for your business and clients. We're here to support you every step of the way, and if you ever have more feedback or need assistance, don't hesitate to reach out. Your Friends at SuiteDash KL Kara L. CEO Professional Training & Coaching Used the software for: 2+ years ### "So much potential " July 29, 2023 4.0 I am severely disappointed in what Suitedash has become. I miss the outstanding tech support and dedication to functional features. Pros I used Suitedash years ago. Loved it. After I sold that business and started my new one I tried other CRMs and couldn't find anything that gave me what Suitedash does. Suitedash allows me to have custom client portals. I can assign clients tasks, track their project, communicate, and organize everything they need in one place. It is also the best system I have found for organizing my team. I love the chat, the task automations, and the task tracking. Cons In the few years that I was gone from Suitedash their customer service has dramatically declined while the complications of their program have increased. While a ton of new and exciting features have been added, they are not fulling developed or well thought out. So a constant back and forth with tech support is required. SuiteDash has adopted its own vocab for features instead of using industry standard terms. This increases the confusion and all of my tech/automations team are begging me to go back to HighLevel. Suitedash has so much potential but has over complicated every step of implementing their software to the point of it almost being unusable. To top it off, they charge you $50 to get any 1:1 help. Frustration on my team is at an all time high as we stopped over and over in our efforts to create systems and are forced to reach out to tech support at every step. Review Source Response from SuiteDash August 22, 2023 Hi Kara, We appreciate your candid feedback about your experience with SuiteDash. It's great to hear that our custom client portals, task management, and team organization features were valuable to you in the past. We understand that the increased complexity can create a steeper learning curve. Your concerns about feature development, terminology, and technical support resonate with us, and we actively work to provide resources to educate our customers. Your feedback is crucial in our journey of improvement. We're committed to refining the user experience and ensuring our platform adds value to your business. Feel free to reach out with more insights. Thank you for your patience and support. Your friends at SuiteDash CT Cedric T. CEO Accounting Used the software for: Less than 6 months ### "TaxGuru Review of Suitedash " January 17, 2024 5.0 This is the most important thing on here actually because this helps create time and we know that time is money. We are trying to maximize time so we can do the most for our customer Pros This is the most important thing on here actually because this helps create time and we know that time is money. We are trying to maximize time so we can do the most for our customer I like the ease of the system Cons IT is a lot and can seem overwhelming at time Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing SuiteDash It was more affordable and it seemed that it was more user friendly than the other product. Review Source TN Tnaz N. Coach,Educator E-Learning Used the software for: 2+ years ### "I've bought at least three portals since I became a member!" December 7, 2023 5.0 I purchased 3 client portal from them over the span of 2 years, so that says alot. And I keep coming back...lol Pros When i first signed up, I didn't really care for it. But after creating my cleint portal, i realized what a rare gem i found. Suitedash has a really strong loyal community, and i became one. Largely because of the following: a. Support is super fast and efficient. They know what they are doing. b. They are constantly offering lifetime deals which saves you thosuands in the future c. Suitedash is always improving and their product roadmap is constantly being worked on and features being added, ehich makes the lifetime deals worth it. d. The final product looks gorgeous and you can really personalize the cleint portal to your hearts content. e. Other members create and offer templates which you can copy for free f. They really do listen to their customer base Cons Email notifications are great for forms and everything else. However, there are no notifications for when someone sends you a live chat from within the portal. I hope in the future that this changes. I wish there were more updated templates, as it can be frustrating setting up client pages if you are completely new. There is a bit of a learning curve, but there is a youtube academy for it, if you are patient. LOL. Which there were more app integrations and which zapier integrations had more triggers. Alternatives considered [Fusebase](https://www.capterra.com/p/147496/Nimbus-Note/) Reason for choosing SuiteDash It has everything I needed to create a truly white label client portal for a more affordable price Review Source Response from SuiteDash January 12, 2024 Hi there, Your thorough review of SuiteDash is appreciated. We're thrilled to have you in our community. Your positive feedback on our support team, lifetime deals, continuous improvement, and personalization aligns with our goals. Your acknowledgment of our commitment to listening to our customer base is encouraging. We appreciate your constructive feedback on live chat notifications, templates, and app integrations. Your loyalty, evident in your three client portal purchases over two years, is greatly appreciated. Thank you for choosing SuiteDash. We look forward to continuing to meet your needs and enhancing your experience. Thanks, Your friends at SuiteDash Similar Products Featured