SuiteDash
UnclaimedThe all-in-one white-label business software for client management, project collaboration, and automated workflows.
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TL;DR - SuiteDash
- All-in-one business software with 16+ integrated tools.
- Offers a fully white-label client portal for a branded experience.
- Automates CRM, client onboarding, project management, and billing processes.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Consolidates many business tools into one platform, reducing software costs and complexity.
- Offers extensive white-labeling for a fully branded client experience.
- Provides powerful automation for CRM, onboarding, and workflows.
- Includes unlimited staff and client accounts.
- Features a free mobile app for every account.
Cons
- The extensive feature set might have a learning curve for new users.
- No free tier available, only a free trial.
Key Features
Automated CRM with lead generation and onboarding funnels100% White Labeled client portal with custom brandingProject and Task Management with collaboration toolsAutomated Billing, Payments, and Subscription managementDigital Marketing tools for audience management and follow-upsAppointment Scheduling with automated calendar syncing and remindersDigital Dynamic Proposals with eSignature capabilitiesSecure File Exchange and collaboration
Pricing Plans
Free TrialSTART
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- Foundational Business Tools
- UNLIMITED CRM Contacts
- UNLIMITED Staff/Team
- UNLIMITED Portals
- Extreme White Labeling
- Custom Branded Mobile App
- Email Marketing Campaigns
- 100GB File Storage
- Docs / Academy / Community
- Upgrade at any time
- No Contracts / No Risk
THRIVE
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- Everything in Start
- Autoresponder Drip Marketing
- Dynamic Proposals Toolkit
- Custom Folder Generators
- Advanced Custom Menus
- Deal Stage Pipelines
- Client-Side Live Chat
- Total of 500GB File Storage
- 1 FREE Wizarding Session
- Up/Downgrade at any time
- No Contracts / No Risk
PINNACLE
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- Everything in Thrive
- Complete Automation Toolkit
- FLOWs Onboarding Toolkit
- LMS Learning Management
- Support Tickets Toolkit
- Task Dependencies
- Client/Customer Journeys (Coming Soon)
- Total of 2TB File Storage
- 1 BONUS Wizarding Session
- Downgrade at any time
- No Contracts / No Risk
About SuiteDash
By Toolradar Team·
SuiteDash is an all-in-one business software designed for small to medium-sized businesses to consolidate and automate their systems and processes. It functions as a "Swiss Army Knife" by integrating over 16 powerful business tools into a single, pre-integrated, and inter-automated platform. This eliminates the need for multiple disparate software solutions, saving costs and streamlining operations.
The platform empowers businesses to manage client relationships, projects, and internal teams efficiently. Key functionalities include a robust CRM with sales funnels, automated client onboarding, a secure and fully white-labeled client portal, appointment scheduling, digital marketing tools, and comprehensive project and task management. It also handles billing, payments, contracts with eSignatures, file exchange, and even offers a Learning Management System (LMS).
SuiteDash is ideal for businesses looking to enhance client collaboration, automate repetitive tasks, and present a unified, branded experience to their clients and staff. It offers unlimited staff and client accounts, a free mobile app, and extensive customization options to align with a business's unique brand identity.
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SuiteDash FAQ
What level of customization is available for branding the client portal?
SuiteDash offers extreme white-label capabilities, allowing full control over branding, including customizable tools, interfaces, and the ability to use custom CSS to match your brand perfectly. You can also customize menus and labels.
Can SuiteDash handle recurring payments and subscriptions?
Yes, SuiteDash includes integrated tools to simplify the management of recurring payments and one-time charges, automate invoicing, monitor transactions, and ensure timely payments. It also supports requiring payment for portal access, including recurring subscriptions.
How does SuiteDash assist with client onboarding?
SuiteDash provides comprehensive onboarding options, including automated workflows, customizable kickoff forms, FLOWs (automated sequences for tasks like eSigning documents, filling forms, and scheduling appointments), and the ability to auto-assign permissions and trigger specific automations.
Are there limits to the number of clients or staff I can have?
No, SuiteDash includes UNLIMITED Staff and UNLIMITED Clients with every account, allowing businesses to scale without additional user-based costs.
What are CRM Circles and how do they work?
CRM Circles are a feature that allows for the automation, standardization, and customization of each client's experience. Clients can be assigned to one or multiple circles, which then dictate access to specific portal pages, file repositories, and trigger automations, ensuring a tailored experience for different client segments.
Does SuiteDash support multiple languages for the client portal?
Yes, the client portal is translation-enabled. Users can customize labels and menus using the Translations feature or choose from over a dozen community-sourced translation sets, including Spanish and French.
Source: suitedash.com