SuiteDash

SuiteDash combines client portals, CRM, project management, billing, and workflow automation in a white-label business platform.

Paid

Web

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#Billing Management #Project Tracking #Task Management

Overview

SuiteDash consolidates essential business tools like CRM, client portals, billing, project management, LMS, and support tickets into a single platform with unlimited users and clients under a white-labeled interface.

Key Features

Automated CRM

Centralizes client and staff information and communication, automates workflows, and manages relationships efficiently.

Client Portal

Provides a secure, white-labeled self-service portal for clients to access files, updates, and communicate 24/7.

Project & Task Management

Organizes tasks, assigns responsibilities, tracks progress, and facilitates team collaboration to meet deadlines.

Billing + Packages and Payments + Subscriptions

Automates invoicing, subscription management, payment collection, and recurring revenue processes.

Learning Management System (LMS)

Enables creation and delivery of unlimited courses for clients or staff with customizable branding and automation triggers.

Support Tickets

Manages customer support inquiries with customizable inboxes, priorities, tags, and permission controls within the client portal.

Digital Dynamic Proposals

Creates interactive, customizable proposals to streamline approval and improve deal closing rates.

Extreme White Labeling

Offers full branding control including custom branded mobile apps and interfaces to maintain a consistent professional identity.

Who It's For

How to Use

Sign Up for a Free Trial

Start with a 14-day free trial on the Pinnacle plan without entering credit card details.

Set Up Your Brand

Customize your client portal and mobile app with your branding and white-label options.

Import or Add Clients and Staff

Add unlimited clients and team members to your SuiteDash account to begin managing relationships.

Configure Core Tools

Set up CRM, client portals, billing, projects, and support ticket workflows according to your business needs.

Automate Workflows

Use automation tools to streamline onboarding, billing, marketing, and LMS course assignments.

Pricing

Pricing details are gathered from the official SuiteDash website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Start	$19	Unlimited CRM contacts Unlimited staff and portals Extreme white labeling Custom branded mobile app Email marketing campaigns 100GB file storage Docs, academy, community access
Thrive	$49	Everything in Start Autoresponder drip marketing Dynamic proposals toolkit Custom folder generators Advanced custom menus Deal stage pipelines Client-side live chat 500GB file storage 1 free wizarding session
Pinnacle	$99	Everything in Thrive Complete automation toolkit FLOWs onboarding toolkit LMS learning management Support tickets toolkit Task dependencies Client/customer journeys 2TB file storage 1 bonus wizarding session

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Unlimited clients and staff on all plans allowing scalable growth without additional user fees.
Comprehensive integration of multiple business tools in one platform reducing the need for multiple software subscriptions.
Strong white-label capabilities including custom branding and mobile app options.
Automation features across CRM, onboarding, billing, and LMS to reduce manual tasks.
Secure client communication and file sharing within a centralized portal.

Cons

Pricing details are not fully transparent without contacting sales or starting a trial.
Some advanced features like marketing autoresponders are only available on paid plans.
Learning Management System has upcoming features which may not be available yet.
Century pricing plan is unusual and may not suit all business models.
No explicit mention of integrations with popular third-party apps beyond internal tools.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

Frequently Asked Questions

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

Ratings & reviews

No reviews yet. Be the first to share your experience.

Share your experience

Help others decide, your insights matter

Community reviews (0)

Most recent

No reviews yet. Be the first to share your experience.

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Key Features

Automated CRM

Centralizes client and staff information and communication, automates workflows, and manages relationships efficiently.

Client Portal

Provides a secure, white-labeled self-service portal for clients to access files, updates, and communicate 24/7.

Project & Task Management

Organizes tasks, assigns responsibilities, tracks progress, and facilitates team collaboration to meet deadlines.

Billing + Packages and Payments + Subscriptions

Automates invoicing, subscription management, payment collection, and recurring revenue processes.

Learning Management System (LMS)

Enables creation and delivery of unlimited courses for clients or staff with customizable branding and automation triggers.

Support Tickets

Manages customer support inquiries with customizable inboxes, priorities, tags, and permission controls within the client portal.

Digital Dynamic Proposals

Creates interactive, customizable proposals to streamline approval and improve deal closing rates.

Extreme White Labeling

Offers full branding control including custom branded mobile apps and interfaces to maintain a consistent professional identity.

Who It's For

How to Use

Sign Up for a Free Trial

Start with a 14-day free trial on the Pinnacle plan without entering credit card details.

Set Up Your Brand

Customize your client portal and mobile app with your branding and white-label options.

Import or Add Clients and Staff

Add unlimited clients and team members to your SuiteDash account to begin managing relationships.

Configure Core Tools

Set up CRM, client portals, billing, projects, and support ticket workflows according to your business needs.

Automate Workflows

Use automation tools to streamline onboarding, billing, marketing, and LMS course assignments.

Pricing

Pricing details are gathered from the official SuiteDash website and are provided for reference only. Always confirm the latest information directly with the vendor.

Plan	Price	Highlights
Start	$19	Unlimited CRM contacts Unlimited staff and portals Extreme white labeling Custom branded mobile app Email marketing campaigns 100GB file storage Docs, academy, community access
Thrive	$49	Everything in Start Autoresponder drip marketing Dynamic proposals toolkit Custom folder generators Advanced custom menus Deal stage pipelines Client-side live chat 500GB file storage 1 free wizarding session
Pinnacle	$99	Everything in Thrive Complete automation toolkit FLOWs onboarding toolkit LMS learning management Support tickets toolkit Task dependencies Client/customer journeys 2TB file storage 1 bonus wizarding session

Found a change in pricing? We welcome corrections. Reach out so we can keep this listing accurate.

Pros & Cons

Pros

Unlimited clients and staff on all plans allowing scalable growth without additional user fees.
Comprehensive integration of multiple business tools in one platform reducing the need for multiple software subscriptions.
Strong white-label capabilities including custom branding and mobile app options.
Automation features across CRM, onboarding, billing, and LMS to reduce manual tasks.
Secure client communication and file sharing within a centralized portal.

Cons

Pricing details are not fully transparent without contacting sales or starting a trial.
Some advanced features like marketing autoresponders are only available on paid plans.
Learning Management System has upcoming features which may not be available yet.
Century pricing plan is unusual and may not suit all business models.
No explicit mention of integrations with popular third-party apps beyond internal tools.

Use Cases

Explore tools grouped by use case so you can keep researching without losing momentum.

SuiteDash

Overview

Featured Video

Key Features

Automated CRM

Client Portal

Project & Task Management

Billing + Packages and Payments + Subscriptions

Learning Management System (LMS)

Support Tickets

Digital Dynamic Proposals

Extreme White Labeling

Who It's For

How to Use

Sign Up for a Free Trial

Set Up Your Brand

Import or Add Clients and Staff

Configure Core Tools

Automate Workflows

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Ratings & reviews

Community reviews (0)

Ratings & reviews

Community reviews (0)

Featured Video

Key Features

Automated CRM

Client Portal

Project & Task Management

Billing + Packages and Payments + Subscriptions

Learning Management System (LMS)

Support Tickets

Digital Dynamic Proposals

Extreme White Labeling

Who It's For

How to Use

Sign Up for a Free Trial

Set Up Your Brand

Import or Add Clients and Staff

Configure Core Tools

Automate Workflows

Pricing

Pros & Cons

Pros

Cons

Use Cases

Frequently Asked Questions

Ratings & reviews

Community reviews (0)