About SuiteDash
SuiteDash is a business platform that combines a CRM, client portal, project tools, documents and billing on one shared database. It is aimed at service businesses that want to run client work and admin in one system. The client-facing area can be branded with your own look.
What it does
You manage contacts and staff, set up automated onboarding steps, and give each client a secure portal. Clients can share files, follow progress and send messages without long email threads. The platform also covers projects, documents and invoicing, so team members can use the same information without copying it between apps.
Key features
- CRM for clients and staff
- Automated onboarding workflows
- Branded client portal with file sharing
- Projects, documents and billing in one place
- Email notifications for portal activity
Who it's for
Agencies, consultants and service firms that work with many clients and want a branded portal. It suits teams that want client work and billing tracked in one system.
Pricing and good to know
The site offers a free trial, and paid plans follow. The site also lists lifetime access options and paid setup help, so compare the plans before you choose. Because the platform covers many areas, it takes time to set up the features you need.
Highlights
- CRM for clients and staff
- Automated onboarding workflows
- Branded client portal with file sharing
- Projects, documents and billing together
