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1. What Is SuiteDash?
SuiteDash is all-in-one business software that combines 16+ tools into a single platform. It’s built primarily around a secure client portal and CRM system.
The platform includes:
- Client portal with white-label branding
- CRM and automation tools
- Project and task management
- Invoicing and payment processing
- Document eSigning
- File sharing and storage
- Email marketing campaigns
- Appointment scheduling
- Support ticket system
- Learning management system
I like that everything talks to each other. You can trigger automated workflows across all the tools.
SuiteDash uses unlimited pricing. Add unlimited clients, staff, and projects without increasing costs. You’re not punished for growth.
The platform is 100% white-labeled. Your clients only see your branding, logo, and colors. They never see the SuiteDash name.
You even get a free white-label mobile app. Clients can install it on their devices with your branding.
2. Who Created SuiteDash?
SuiteDash Services, LLC created the platform. Their website describes them as “OGs of All-in-One” software.
The company built SuiteDash specifically for small to medium-sized businesses. They recognized these businesses were drowning in multiple subscriptions and disconnected tools.
Their founding principle: Business owners shouldn’t need separate tools for CRM, scheduling, proposals, invoicing, contracts, and project management. Each tool requires its own management and recurring subscription.
The team focused on creating pre-integrated tools. Everything shares one data source. No more syncing data across platforms.
They’re community-driven. The company builds features users request. This ensures you get tools you’ll actually use.
Their support team responds to tickets in under 10 hours on average. Usually faster than that.
I appreciate their 600+ reviews averaging 4.9/5 stars across G2 and Capterra. The platform has 595 ratings on G2 with 4.8 stars.
3. How Much Does SuiteDash Normally Cost?
SuiteDash offers three pricing tiers plus a unique “Century” option. All plans include unlimited clients and staff.
START Plan – $19/month ($180/year):
- Foundational business tools
- Unlimited CRM contacts
- Unlimited staff and team members
- Extreme white labeling
- Custom branded mobile app
- Email marketing campaigns
- 100GB file storage
THRIVE Plan – $49/month ($480/year):
- Everything in START plus
- Autoresponder drip marketing
- Dynamic proposals toolkit
- Advanced custom menus
- Deal stage pipelines
- 500GB total file storage
- 1 free wizarding session
PINNACLE Plan – $99/month ($960/year):
- Everything in THRIVE plus
- Complete automation toolkit
- Onboarding toolkit
- LMS learning management
- Support tickets
- 2TB file storage
- 2 wizarding sessions
Century Plans: Pay once for 100 years. START $2,240, THRIVE $3,940, PINNACLE $6,840.
Additional storage costs $5/month per 250GB. You can stack this as needed.
4. What Are The Benefits Of Using SuiteDash?
SuiteDash solves the software chaos problem. Here’s what you gain:
Massive Cost Savings: Replace 16+ separate tools with one platform. Their website shows you could save over $7,000/month compared to using individual solutions like Salesforce, Asana, Dropbox, and others.
Unlimited Scaling: Add unlimited clients, staff, or projects. Your subscription cost never increases. Whether you manage 10 clients or 1,000, you pay the same price.
Extreme White Labeling: Clients see only your brand everywhere. Custom URL, logo, colors, email notifications. Even the mobile app displays your branding.
Pre-Integrated Tools: Everything works together out of the box. No more trying to sync data between platforms. One source of truth for all your data.
Powerful Automation: Build workflows that automatically onboard clients, send documents, create invoices, and trigger follow-ups. Work while you sleep.
Professional Client Experience: Give clients 24/7 portal access. They can view files, pay invoices, sign documents, and message you securely.
We’ve seen businesses eliminate 6+ software subscriptions by switching to SuiteDash.
5. What Are The Main Features Of SuiteDash?
SuiteDash packs extensive functionality into one platform:
Client Portal & CRM:
- Secure client access portal
- Custom dashboards per client
- Unlimited custom fields
- Automated onboarding workflows
- Deal stage pipelines
- Magic login links
Project Management:
- Task templates and generators
- Kanban boards
- Time tracking
- Task dependencies
- Team collaboration tools
Billing & Payments:
- Invoicing and estimates
- Subscription management
- One-time and recurring billing
- Online payment processing
- Auto-convert estimates to invoices
Communication Tools:
- Secure messaging (HIPAA compliant)
- Live chat with team
- Support ticket system
- Email marketing campaigns
- Drip autoresponders
Documents & Signing:
- Dynamic proposals
- eSignature capabilities
- Document generation
- Full audit trail
Additional Tools:
- Appointment scheduling with Google Calendar sync
- File exchange with encryption
- LMS for courses and training
- Interactive community forums
- Form builder
- Landing page creator
6. What Companies And Brands Use SuiteDash?
SuiteDash serves small to medium-sized businesses across multiple professional niches. The platform adapts to any business type.
Industries actively using SuiteDash:
- Digital and website agencies
- Marketing and SEO agencies
- Accounting, bookkeeping, and CPA firms
- Tax preparation services
- Financial advisors and wealth management
- Insurance agencies and agents
- Law firms and attorneys
- Real estate brokers and agents
- Construction and property management
- Consulting and coaching businesses
- Virtual assistants
- Travel agencies and advisors
- Healthcare and therapy practices
- Education and schools
- Non-profit organizations
- Fitness and sports businesses
I noticed strong adoption among professional service providers who need to manage multiple clients. Anyone who bills for services can benefit.
The platform has over 600 verified reviews. Users span from solo practitioners to agencies with multiple team members.
7. How Have They Benefited From It?
Users report substantial improvements in efficiency and client satisfaction. The testimonials show concrete results.
Automation Wins: A bookkeeping firm owner said, “I love using SuiteDash. It allows me to automatically onboard my clients using automation.” They replaced their email service software entirely.
Consolidation Success: One user stated, “I no longer need at least 6 different apps that I was originally using!” They now use SuiteDash for billing, client onboarding, and task organization.
Time Savings: Multiple users mention spending “less time managing and more time doing.” The automation handles follow-ups, onboarding, and document delivery automatically.
Professional Appearance: Users consistently praise the white-label branding. One said, “Within a day of setup, I had a portal on my own domain.” The professional look impresses clients.
Client Experience: Users report clients can “log in, check their projects, sign contracts, pay invoices, and send files—without ever needing to call or email.”
Business Growth: One reviewer called it “The Single Most Influential Tool In Growing My Business!”
The platform earns consistent 4.8-4.9 star ratings. Support quality gets mentioned frequently as exceptional.
8. Does SuiteDash Come With A Satisfaction Guarantee?
SuiteDash doesn’t mention a traditional money-back guarantee. However, they offer multiple ways to evaluate risk-free.
14-Day Free Trial: Full access to the PINNACLE plan features. Test everything before deciding. No credit card required upfront.
No Commitment: Zero contracts or long-term obligations. Cancel anytime if it doesn’t work for you.
Flexible Upgrades/Downgrades: Start on any plan and switch freely. Monthly plans get prorated when you change tiers. Credits apply to future payments when downgrading.
Free Resources: Comprehensive documentation, video academy, and community support help you succeed. The learning curve gets easier with their training materials.
Fast Support: Support tickets get responses under 10 hours on average. Users consistently praise the responsive, knowledgeable support team.
Community Driven: The company builds features users request. You’re not stuck with a rigid product that doesn’t evolve.
Wizarding Sessions: Paid plans include one-on-one live sessions with certified SuiteDash experts. They help you set up and optimize your account.
I recommend using the full 14-day trial. Build out your portal, test automations, and invite actual clients to experience it.
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