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SuiteDash

All-in-one client portal & business management platform for SMBs and agencies.·suitedash.com

$19–$99/mo · No free plan (14-day trial) See pricing ↓

SuiteDash is an all-in-one business management platform combining CRM, client portal, project management, invoicing & billing, appointment scheduling, email marketing, file sharing, onboarding automation, LMS, help desk, and team collaboration into a single, fully white-labeled system. It offers unlimited staff and unlimited clients per account with no per-user or per-contact pricing. A free mobile app is included with every account, and the platform can be branded entirely under the customer's own domain, login screen and email notifications.

What it's for

Automating lead generation and client onboarding funnelsManaging CRM contacts, deal pipelines and sales stagesProviding a white-labeled, self-service client portalSending invoices, estimates and managing recurring subscription billingCreating and tracking projects and tasksScheduling appointments with calendar syncCreating and sending digital proposals and e-signature documentsBuilding and selling online courses via LMSRunning support ticket systems for customer serviceRunning email and drip marketing campaignsHosting a branded online community/discussion forumReselling the platform white-labeled under the SU1TE Partner Program

Features 20

Appointment scheduling with calendar sync
Client onboarding FLOWs and Kickoff Forms
Client portal with custom URL and login
CRM data import/export and bulk edit tools
CRM with client and company management
Deal stage sales pipelines with Kanban view
Digital proposals and dynamic documents
E-signature with multiple signers and audit trail
Email and drip marketing campaigns
Encrypted secure messaging
File exchange with file requests, versioning and shared folders
Free white-label mobile app
Interactive community/discussion forums
Invoicing, estimates, and subscription billing engine
Learning Management System (LMS) for courses
No-code automation builder with decision-based filtering
Online payments including ACH and card on file
Project and task management with time tracking
Support ticketing with email-to-ticket functionality
White-label branding across domain, dashboard, login screen and emails

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forsmall to medium-sized businesses, agencies, consultants, freelancers, coaches, accountants, law firms, financial advisors, service-based businesses

CompanySuiteDash · 2015

Integrations

Google Calendar

Complianceself-reported

HIPAAPCI DSSGDPR

Resources

Docs

Pricing

A 14-day free trial runs on the Pinnacle plan with no credit card required; customers select a paid plan when it expires. Lifetime 'Century' one-time-purchase versions of each plan are also offered (Start $1,990, Thrive $4,990, Pinnacle $9,990). The SU1TE Partner Program offers wholesale reseller pricing of $14/$34/$69 per month per customer account.

Start$19/mo

Foundational Business Tools tier.

Unlimited users

Thrive$49/mo

Growth Tools tier.

Unlimited users

Pinnacle$99/mo

Premium Tools tier; used as the plan for the 14-day free trial.

Unlimited users

Century Start (Lifetime)Quote

One-time lifetime purchase equivalent to the Start plan.

Century Thrive (Lifetime)Quote

One-time lifetime purchase equivalent to the Thrive plan.

Century Pinnacle (Lifetime)Quote

One-time lifetime purchase equivalent to the Pinnacle plan.

SuiteDash

What it's for

Features 20

At a glance

Integrations

Complianceself-reported

Resources

Pricing

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