SuiteDash

SuiteDash is an all-in-one business platform built for small and mid-sized service businesses that want to stop juggling a dozen separate SaaS tools. It combines a white-labeled client portal with CRM, project management, invoicing, e-signatures, appointment scheduling, email marketing, support tickets, file exchange, and even a learning management system — all on a single shared database.

What's included

The client portal sits at the center: clients get a branded self-service hub where they can view and pay invoices, check project status, upload and download files, sign contracts, book appointments, and message your team. On the backend, you get a full CRM with deal pipelines, a form builder, automation workflows, drip email campaigns, and proposal tools with approval tracking.

The platform includes 38+ automation actions. Triggers span the entire system — a signed proposal can automatically create a project, generate an invoice, and kick off an onboarding sequence without any manual steps. This native cross-module automation is one of SuiteDash's real differentiators compared to tools that rely on Zapier to glue separate products together.

White-labeling is comprehensive: custom domain with SSL, your own logo and colors, branded email notifications via SMTP or domain-verified sending, a custom login page (five layout options), and a progressive web app delivered as your branded mobile app. Clients never see SuiteDash branding anywhere.

Pricing

Three flat-rate plans with unlimited clients and staff on all tiers:

• Start — $19/month: core portal, CRM, file exchange, email marketing, 100GB storage
• Thrive — $49/month: adds proposals, deal pipelines, drip marketing, live chat, 500GB storage
• Pinnacle — $99/month: adds full automation toolkit, FLOWs onboarding, LMS, support tickets, task dependencies, 2TB storage

All plans include a 14-day free trial with full Pinnacle access, no credit card required. Optional Power-Up add-ons extend the platform further (community forums, sales funnels, additional storage). SuiteDash compares this to running equivalent functionality across Salesforce, Asana, Dropbox, FreshBooks, Proposify, and others — the math generally holds up.

Integrations

Native integrations are focused but functional: Stripe, Stripe ACH, Braintree, Authorize.net, and PayPal for payments; two-way Google Calendar sync; one-way QuickBooks Online sync for invoices; Google Meet for video calls; and Zapier for connecting to other apps. The Secure API supports custom integrations. The integration list is narrower than dedicated portal tools that lean heavily on third-party connections.

Limitations

SuiteDash's depth comes with genuine complexity. The interface is functional but visually dated, and configuring automation chains, onboarding flows, and role permissions across 16+ modules takes meaningful time. New users often need to invest several hours in setup before the platform feels coherent — SuiteDash addresses this with "Wizarding Sessions" (one-on-one onboarding calls included with higher plans), but the learning curve is steeper than a focused portal tool.

It's also not ideal if you need deep integrations with an existing CRM or project management stack. SuiteDash is designed to replace those tools, not complement them. Businesses heavily invested in Salesforce, HubSpot, or other platforms won't get a clean sync.

Bottom line

For freelancers, agencies, and small service businesses looking to consolidate tools and reduce software costs, SuiteDash offers exceptional value. The $99/month Pinnacle plan replaces a stack that could easily run $500–$1,000/month elsewhere. The trade-off is a UI that prioritizes breadth over polish and a setup process that rewards patience.