SuiteDash Reviews & Product Details

I love this software. I have waisted money on countless white label or so called CRM systems over the last two years and unfortunately it took all of that to finally find one that has everything that I need plus more things I can use that I don't know of even yet. I use it every day. I run a business with it daily so it has to function well and I know many people in my field that use it as well. Review collected by and hosted on G2.com.

There isnt really anything about it I can say I don't like. I wish I could change the colors lol Im a customize girl but otherwise everything Ive wanted to do and use is in the software plus stuff I didn't even think about using yet. Review collected by and hosted on G2.com.

I can't recommend Suitedash enough—it truly is a game-changer for my business!

The intuitive interface allows me to seamlessly manage tasks, and the client portal adds a professional touch that impresses my clients every time.

Being able to access everything I need in one place has drastically improved our efficiency, allowing us to focus on what really matters: serving our clients.

The extensive library of training resources means I always have the tools I need at my fingertips, and their responsive customer support feels like having a partner in my corner. Review collected by and hosted on G2.com.

At first, it seems a bit overwhelming to get your head around this solution with the multiple tools. With that said, there are a lot of training videos to help, but it will ask you some time to invest in the knowledge aquisition. Review collected by and hosted on G2.com.

I can’t recommend this software anymore, it has fallen behind the times. Review collected by and hosted on G2.com.

This has become so stuck in the past with such a terribly confusing interface that I can no longer recommend it. Review collected by and hosted on G2.com.

What I love most about SuiteDash is how it brings everything under one roof. From client onboarding and invoicing to project management and file sharing—it's like having a full tech stack in one clean dashboard. The client portals are incredibly professional, the automations save me tons of time, and I don’t have to juggle 5+ tools anymore. It’s affordable, scalable, and makes my business feel more organized and client-focused. Once it's set up, it’s incredibly powerful and definitely worth the effort. I use Suitedash daily and think this will be the platform I stay on for quite a while. Customer support is amazing! Has helped me with anything I've ever needed quickly as well and the integration process from Suitedash to website it like literally so easy its insane. I was able to set everything up in like 15 minutes, but I do have a little more experience than some people who are experienced, for people that aren't experienced I'd say it take less than an hour if you really follow the instructions Review collected by and hosted on G2.com.

SuiteDash has a bit of a learning curve, especially at first. Because it’s so feature-rich, setting everything up can feel overwhelming if you’re not familiar with CRMs or automation tools, however if your a developer and love to read manuals and really getting to understand a system and how it works so it can benefit you. You have to really read the documentation manual of Suitedash in order to really understand it, it really helps. I had to look into the documentation and worked on building systems while using it. Heck, I still use the manuals daily just to ensure the systems I create will run smoothly. Don't get me wrong this is not a complaint, but because the system can be complex you have to take the time to take action and implement the system. Review collected by and hosted on G2.com.

The client portal is hands down my favorite part. Being able to white-label it makes my one-person operation look way more professional. I also rely heavily on the automation features - setting up payment reminders and follow-up emails has cut my admin time in half. No more chasing clients! Review collected by and hosted on G2.com.

Nothing! Just a high learning curve - But what did you expect? You’re getting an All-in-One Solution. Review collected by and hosted on G2.com.

I love that it has everything we need - the features are great. We're also able to integrate it with the tools we use which makes it easier to integrate it into our daily workflow. Review collected by and hosted on G2.com.

The learning curve is steep and it takes time to get everything running. My advice is to take it slow, learn as you go, and keep at it. Review collected by and hosted on G2.com.

SuiteDash is an all-in-one business management solution that brings together CRM, project management, invoicing, and client portals under one roof. The automation tools have significantly improved efficiency, reducing manual tasks and allowing us to focus on growing our agro-business. The platform is highly customizable, making it easy to tailor to our specific needs.

The ability to automate workflows has been a game-changer for us. From sending project updates to managing invoices and tracking tasks, SuiteDash keeps everything organized and running smoothly. The client portal ensures seamless communication with our customers, giving them real-time access to reports and updates. Plus, the white-labeling options make it feel like a fully branded experience. Review collected by and hosted on G2.com.

There is a bit of a learning curve, especially with the vast number of features available. It takes time to set up and fully customize the platform, but once configured, it works like a charm. More industry-specific templates (especially for agriculture and agro-management) would be a great addition.

Overall Verdict: SuiteDash has transformed how we manage our agro-business, improving efficiency and client satisfaction. Highly recommended for businesses looking for a cost-effective, all-in-one solution! Review collected by and hosted on G2.com.

Tools galore for all your business needs Review collected by and hosted on G2.com.

Same lot of tools can be over at first. More on that later Review collected by and hosted on G2.com.

I've been using Suitedash for some time now, and I have to say, it’s one of the most adaptable CRM platforms I’ve come across. The level of customization is remarkable, allowing me to fine-tune it for various business needs. For example, I successfully created both a car finance calculator and a vehicle depreciation tool for my team using its features.

What I Like:

Customizable Platform: Suitedash stands out for its flexibility, particularly with custom CSS options that cater to diverse business applications.

Proactive Development Team: The Suitedash team regularly rolls out updates and fixes, showing a clear commitment to improving the platform. Their openness to user feedback fosters a collaborative and evolving community. Review collected by and hosted on G2.com.

What Could Be Improved:

Document Handling: Generating invoices and other documents can sometimes result in overly lengthy outputs, which may not suit those who prefer concise formatting.

Data Workflow: The project generator could be improved by allowing smoother transitions of data when creating new invoices or documents from existing project details. This would save time and reduce manual input. Review collected by and hosted on G2.com.

So here are the pros based on what we use the software for. We use the software daily by myself and our team:

It's reasonably priced, so it's great value for what you get.

It's a really versatile and powerful tool, covering loads of business needs.

It’s an all-in-one platform, so you don’t need multiple bits of software.

You can white-label it, so it looks like it's your own product.

It has solid CRM and email marketing features; you can create websites and landing pages

It's handy for document signing and customer portals.

Excellent customer support, just an email away with the same-day response.

Note that we are using the paid version and find it value for money. Review collected by and hosted on G2.com.

So the Cons:

Because it does so much, it can take a bit of time to get the hang of it, and it can also take time to implement the software processes.

The landing page and website builder are a bit basic, but they do the job. The end result will still look good; it's just a matter of putting it all together. Review collected by and hosted on G2.com.