General information about SuiteDash
Automate your lead generation and onboarding process with SuiteDash's powerful selection of automation tools. Embed an intake form on your website, guide your prospective client through an automated sequenced flow onboarding process, then sit back and let the trigger/action automations do all of the work for you.
With a fully white-labeled portal, your clients will never see the SuiteDash brand: 100% white label - everything is customizable, from your unique logo & colors within the platform to your own custom URL and login page. SuiteDash even takes it one step further and offers your very own white label mobile app at no extra charge!
Since SuiteDash is not just a CRM software, its got you covered for the entirety of your business process. Your client can sign contracts & proposals, share files, book appointments, and communicate via HIPAA compliant secure messaging, all from within their own portal tailored just for them.
Manage your team by creating projects, assigning tasks, and stay connected with the built-in live chat. Track time spent on tasks using timers for billing, and optimize your workflow with time-saving features such as Kanban project view, auto-generating project profiles, and sequenced project templates.
See alternatives to SuiteDash like ClickUp or Monday.
Secret's take about SuiteDash
Sometimes, you might feel like the captain of a pirate ship 🏴☠️ constantly steering through stormy waters, searching for treasure 👑 and hoping you don’t end up walking the plank. And then, you wake up and realise you’ve got a business to run (it’s pretty much the same thing, right?) 🤔
SuiteDash is a business management and client portal software designed to help you streamline your operations and enhance client interactions 👥 It offers a range of features and tools to centralize various aspects of business management, including project management, client communication, invoicing, and file sharing. Provide a dedicated client portal where you can securely interact with your clients, share project updates & files, view invoices, and overall promote transparency and collaboration. Centralize all of your project-related communication and documentation in one hub 🚀
SuiteDash is a versatile and comprehensive solution that is suitable for various types of businesses across different industries. SMBs, freelancers, solopreneurs and professional service providers, in particular, can take advantage of this SaaS tool 💼 With the help of SuiteDash’s features, you can streamline your operations, improve your team collaboration, and enhance your customer management, all while ensuring compliance with privacy regulations. The centralized platform allows you to manage all of your clients, billing and projects, eliminating the need for different software and helping you stay on top of your deadlines and tasks. Improve your efficiency and watch your productivity soar with SuiteDash 📈
SuiteDash has 3 different pricing plans available for you to choose from, including a 14-day free trial to test all the available features. Pay monthly, yearly or lifetime for the plan that suits your startup’s business management needs the most! 💰
- More details about SuiteDash's pricingsTop alternatives to SuiteDash’s business management and client portal software include Zoho One, monday.com, Wrike and Asana. Discover great deals for these types of tools and more on Secret to start saving! 🔍
- More alternatives to SuiteDash
Mary O'Brien
Customer Success Manager
What is SuiteDash used for?
SuiteDash is a comprehensive software solution that streamlines small business operations. It automates lead generation and client onboarding, saving time and resources. For instance, a law firm can use SuiteDash to automatically send intake forms to potential clients and guide them through the onboarding process. The software also offers a fully customizable white-label portal, allowing businesses to maintain their brand identity. Clients can sign contracts, share files, book appointments, and communicate securely within this portal. Additionally, SuiteDash facilitates project management and team collaboration with features like task assignment, live chat, and time tracking. For example, a marketing agency can use it to manage projects, track time spent on tasks for accurate billing, and optimize workflow.SuiteDash pricing
Start
$19
/ month
12+ integrated toolkits
Unlimited CRM contacts
Unlimited staff
Unlimited portals
Thrive
$49
/ month
Autoresponder drip marketing
Dynamic proposals toolkit
Custom folder generators
Advanced custom menus
Pinnacle
$99
/ month
Task dependency logic
Automation toolkit
Trigger automations
LMS learning management
SuiteDash features
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Cloud proposals + esigning
Design content-rich, multi-page proposals, send them to your clients so they can review, accept and sign online. Automatically trigger other actions when accepted, such as invoice auto-creation or additional contracts.
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Projects + templates + automation
Manage your team and keep your clients updated and involved. Templates and automations eliminate repetitive work. Easily track time spent on a particular project or task, and add that time as a billable item on an Invoice.
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Invoicing + subscriptions
A complete solution for sending invoices and receiving payments directly in the portal. A fully-featured subscription payment and membership site solution that provides powerful subscription management options for both you and the client.
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Email marketing + drip campaigns
Easily add contacts to your marketing lists and automatically move them to new lists based on triggers/actions. Email campaigns can be created and sent at a particular date and time, whereas autoresponders can be set up to send automatically on a schedule.
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Secure messaging + live chat
Communicate seamlessly with client and your team in a secure and organized way, with your own private messaging network directly inside your portal. Send secure messages to your clients or staff members. Live chat keeps your team in collaborative sync
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Cloud file storage + transfer
Securely store, send, and share files with ease. Using a client portal to share files gives you mission-specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your brand integrity.
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Appointment booking + automations
Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website. Powerful options to control appointment length, time between appointments, and more. You can configure all the details related to each appointment type, and set up automated actions that happen when a time is booked.
3 SuiteDash reviews
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Lauren A
SuiteDash: Streamlining Project Management Workflow
As a project manager, I found SuiteDash to be an invaluable tool for streamlining my workflow
April 20, 2024
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Kathleen D
This Software is AMAZING!
I find SuiteDash to be an incredible tool. It's a single software that can manage an entire company, saving massive time with its automations. I highly recommend it for any small business. Replacing it would require purchasing multiple other tools, costing more money and not integrating as well.
April 16, 2024
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Bruce Davis
Top Notch!
I use several platforms that are essentially a business in a box and have revolutionized how I run my businesses. However, SuiteDash stands out as the best for my most serious business, where we handle sensitive medical documents and communications internationally. HIPAA compliance is just the start of our considerations, and we cannot afford to be hacked. Among all the companies I use for this service, SuiteDash is the only one I trust to this extent. Their platform is scalable, their support is excellent, and they consistently meet their impressive roadmap objectives. The number of features on their platform is overwhelming, but they are initially hidden to avoid confusion. Rest assured, if there's something I want to do with my company's dashboard, SuiteDash will have a way to do it. The features and possibilities are endless. I highly recommend SuiteDash!
April 16, 2024
SuiteDash: Pros & Cons
Pros
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White-labeling and customization: The software allows businesses to white-label their platform and customize it with their branding elements
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Client portal and collaboration: SuiteDash provides a client portal where you can collaborate with your clients, share files, and communicate securely
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All-in-one platform: SuiteDash is an all-in-one business management platform that combines CRM, project management, invoicing, and other essential business tools in a single platform
Cons
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Learning curve for setup and customization: Users may experience a learning curve when setting up and customizing the platform to their specific needs
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Pricing structure: The pricing plans may not be suitable for all businesses, particularly smaller organizations or those with limited resources
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Limited third-party integrations: SuiteDash offers a limited number of integrations with SaaS tools compared to other business management solutions
Why is SuiteDash better than other Business Process Management software?
SuiteDash is better at number of features than Agiled: 99 vs 95
SuiteDash is a better solution based on percentage of positive reviews than Monday: 98 vs 94
SuiteDash is more versatile than Monday: 99 vs 94
SuiteDash is a better solution based on percentage of positive reviews than ClickUp: 98 vs 96
SuiteDash has better positive reviews compared to HoneyBook: 98 vs 97
SuiteDash pricing plans are more competitive than HoneyBook: 4.9 vs 4.7
SuiteDash is a better solution based on percentage of positive reviews than Zoho: 98 vs 85
SuiteDash is more versatile than Zoho: 99 vs 85
