SuiteDash
SuiteDash is an all-in-one business software designed for small to medium-sized businesses to consolidate and automate their systems and processes.
Our verdict
Who it's for
The all-in-one white-label business software for client management, project collaboration, and automated workflows.
Who should look elsewhere
The extensive feature set might have a learning curve for new users.
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 funnels
- ✓100% White Labeled client portal with custom branding
- ✓Project and Task Management with collaboration tools
- ✓Automated Billing, Payments, and Subscription management
- ✓Digital Marketing tools for audience management and follow-ups
- ✓Appointment Scheduling with automated calendar syncing and reminders
- ✓Digital Dynamic Proposals with eSignature capabilities
- ✓Secure File Exchange and collaboration
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| START | — | month | Foundational Business Tools; UNLIMITED CRM Contacts; UNLIMITED Staff/Team |
| THRIVE | — | month | Everything in Start; Autoresponder Drip Marketing; Dynamic Proposals Toolkit |
| PINNACLE | — | month | Everything in Thrive; Complete Automation Toolkit; FLOWs Onboarding Toolkit |