What exactly is SuiteDash?
SuiteDash is a business management tool that enables businesses to centralize processes such as workflow optimization, subscription management, feedback collection, and file storage.
The project management module includes a built-in Kanban board that allows staff to see task status and progress.
Employees can use it to create online client proposals that are instantly converted into invoices for payment.
SuiteDash Zapier enables administrators to keep track of how much time employees spend on activities or projects and generate estimates based on pre-set hourly rates.
You can send an internal instant messaging solution that allows team members to communicate in real-time using Suitedash integration.
SuiteDash pricing begins at $19 per month, which is very reasonable. There is also a 14-day trial that gives you access to all SuiteDash features.
SuiteDash integrations include the following features for project planning and management:
Create and track tasks in projects and assign them to team members. Set task due dates, update progress statuses, and see all important task information in one place on your dashboard or mobile with SuiteGo integration.
Time Tracking - Track the time employees spend on tasks and automatically generate metrics based on pre-set project or hourly rates.
Test Management - An integrated test case creator allows you to create test cases, assign them to team members, track progress, and see all relevant information in one place. You can also mark a specific test case as complete to make tracking progress easier.
Subscription Management - Manage your clients' subscriptions and generate invoices with the click of a button.
Real-time Reporting - View task statuses or review reports from any device at any time! Receive notifications of important events, monitor task or project progress, and change task status directly from the mobile app.
It has all of the features you require. Invoicing, proposals, contracts, recurring billing, projects, automation, and integrations are all available.
Advanced workflows can be configured.
It allows for extensive customization.
It has a mobile app that allows you to manage your business while on the go.
It was extremely simple to set up and use, making it ideal for clients.
It has greatly aided in the client onboarding and communication processes.
At times, the UI/UX appears cluttered and could be improved.
The number of features available can be overwhelming, especially if you're just starting out.
The learning curve for using the software can also be steep.
Alternatives to SuiteDash
An all-in-one business administration tool for freelancers and small businesses. From projects and tasks to time tracking and invoicing, everything you need is in one simple interface.
Plutio is a highly customizable application with everything a user could want, from projects and tasks to proposals and invoicing. The software is an excellent SuiteDash substitute because it enables you to run a business without having to juggle multiple apps.
All of the tools are housed on a single platform, and users can connect their existing apps with a single click.
The best option for freelancers and small businesses
Pricing begins at $15 per month, making it very affordable for freelancers.
Time Tracking - Keep track of how much time you spend on tasks and generate reports based on the project, hourly rates, or real-time tracking.
Invoicing - In minutes, create and send professional invoices directly from the app.
Estimates - Quick proposal creation with personalised contracts tailored to your specific business requirements.
Expense tracking - Track expenses and mileage so you always have accurate pricing. Pricing starts at $15/month and is very affordable for freelancers.
Personal Dashboard - Monitor your company's performance in real time. Key metrics such as new company registrations, website visits, and more are available.
Team Management - Handpick your team members, assign tasks to them, update their availability, see when they're working, and receive email or Slack notifications when they complete tasks.
Excellent proposal capability, with the ability to auto-generate a project with tasks.
Their user interface is very sleek and simple to use.
Leo Bassam, the tool's creator, is constantly adding new features.
It includes templates to help you save time when creating contracts and proposals.
It has a lot of features, and the team behind it is very active.
Cons: It appears to be primarily aimed at freelancers. If you run an agency and have a lot of internal collaboration, the tool may not be the best fit.
The inability to change the view of a project board easily (this is a feature available in other project management tools).
The inability to use the platform's stopwatch to keep track of time.
It was a little difficult at first to get things set up, but the software has evolved so much since then I doubt new users feel the same way.
ClientVenue is a complete solution for businesses looking to provide productized services to their clients. It assists agencies and freelancers in managing their clients from start to finish. From the initial contact to the management of invoices and monthly revenue.
Ideal for small and medium-sized businesses, agencies, and freelancers.
Pricing begins at $39 per month for (unlimited clients) at Lite Plan
Tasks - Assign tasks to members of your team based on their availability, priority, category, and due date.
Scheduling - Easily manage the scheduling of all your team members' activities right from within the platforms, which start at $15/month and may be too expensive for small businesses.
Projects - Easily manage your projects with Gantt charts, burndown charts, milestones, and so on.
Clients - A team management feature that allows you to see team members' availability, schedule tasks, and assign them to them. Within the platform, you can also view your team's activity history.
Payments - View your cash flow and know when you need to pay the next milestone or invoice by using reporting and analytics.
Knowledge base - A knowledge base that you can use to help your team members get started faster.
Integration with Slack
Customizing your Agency Portal
Making Use of Custom Webhooks
Configuring Email Notifications
Stripe integration is simple.
Excellent customer service
Cons: Because it is a new tool, there are fewer customization options.
Accounting integration is the only feature that is missing.
The visual design is also a little flat and monotonous, with few options.
Agiled is a business and project management tool that enables customers to manage their entire organization from a single location. Agiled supports CRM, HRM, Financial Management, Project and Task Management, Contracts, and Professional Proposals.
Agiled has a plethora of native integrations in addition to Zapier, Integrate, and Custom Webhooks. Agiled enables businesses to manage their operations from a single location.
Best Small and medium-sized businesses, agencies, and freelancers are all welcome.
Pricing begins at $7 per month, making it one of the most affordable solutions for new businesses.
Tasks - Organize tasks by due date, priority, and manager (with Agiled Plus). Attach files/documents to task lists and assign individual time track records (using Agiled Pro) (Ag only).
Gantt Charts, Burndown Charts, Milestones, Resources, and Time Tracking for individual users/resources are used to manage projects.
CRM - Use CRM to keep track of your sales pipeline, prospects, clients, and deal history.
HRM - Manage HR operations such as staff details, leave management, and performance evaluation from a single location.
Reports and Analytics - Access statistics on the Sales Pipeline, Opportunities, and Win Rates for more accurate decision making.
Proposals - With the Agiled Proposal feature, you can create professional proposals that are tailored to your client's needs in minutes.
Pros: Because the UI is simple to use, there is no steep learning curve to adopting the tool.
It has robust reporting and financial management features that help you get a clear picture of how your business is performing.
Option for complete white labelling with custom domain and SMTP.
Cons: Because Agiled App is a new tool, customization options are limited.
Only wave accounting and payment integration are missing.
The visual design is also a little flat and monotonous, with few options.
HoneyBook is a client management software designed specifically for photographers, small businesses, and freelancers to help them book more clients, manage projects, and collect payments all in one place. With our company management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business.
It's similar to having your own personal assistant. Using HoneyBook tools, small business owners and freelancers have tripled their bookings and saved multiple hours per day.
Graphic designers, DJs, photographers, business coaches, web designers, consultants, florists, caterers, videographers, calligraphers, business coaches, health & wellness professionals, and others will benefit from this service.
Pricing begins at $9 per month (with up to $10,000 in transactions) and includes a 7-day free trial.
Tasks - Assign tasks to members of your team, pool hours, sync calendars, and set reminders.
Projects - Work with clients on all stages of a project, including setting due dates, adding deadlines, and setting milestones. You can invite as many people as you want to each project. Notify someone if there has been no activity in a long time or if they are overdue on an assignment.
Calendar - Create recurring appointments for things like bookkeeping, marketing segments, billable hours, and so on. Change the time zone or the start/end date of your calendar:
HoneyBook is extremely popular among creative agencies and consistently wins awards. For time tracking, the reporting tools are extremely accurate. It has a comprehensive feature set for managing multiple businesses, clients, tasks, projects, and so on.
Projects can be visually tracked from start to finish.
Its user interface is sleek and simple to use.
It also includes a mobile app for iOS and Android to help you manage your business on the go.
It is beneficial for creative entrepreneurs to manage their entire work process.
Professionalism and readability are highlights.
The main disadvantage of HoneyBook is the lack of payment integrations. There is no integration with Stripe or PayPal, and you must use their payment gateway.
There is only a 7-day trial period, which may be insufficient to fully test the tool.
The email feature in HoneyBook can be a little perplexing.
5. Hello Bonsai
Hello Bonsai is a freelancer project management tool. It provides freelance proposals as well as contracts. It is in charge of your freelance invoices and payments. It aids in the tracking of your expenses. It assists you in managing your clients and leads. It's also a project management app and a time tracker. Hello Bonsai is essentially intended to assist you with all aspects of your freelance work.
Pricing begins at $19 per month, with a 14-day free trial.
Ideal for freelancers and small businesses
They offer unlimited users so you can easily manage multiple businesses with ease on the software. It's an effective project management tool with time tracking capabilities.
Allows you to quickly generate proposals and contracts. You can also easily send invoices, track expenses, and track leads. This is ideal for small businesses and freelancers. It has a very appealing user interface.
Allows you to quickly create proposals, contracts, and invoices. With this tool, you can easily track your expenses, leads, and time.
It has a lot of features.
It also has a comprehensive tax and accounting system (which must be purchased as an add-on) that can save you a significant amount of time.
They also have an iOS and Android app.
The application is intended for freelancers.
If you have a large number of team members or tasks, it may not be the best tool for managing an agency.
Dubsado is a one-app business management tool that allows you to send contracts and invoices, manage projects, create questionnaires and other forms, track time, send and receive emails, and much more.
Ideal for small and medium-sized businesses as well as freelancers
Pricing begins at $35 per month, with an unlimited free trial.
It has a very clean design and an extremely simple user interface.
You can set time limits for your tasks and subtasks, as well as the projects to which they belong. This reduces distraction while working on tasks, which is especially useful if you have a tight deadline.
It has a large number of features.
The customer service team is extremely responsive and provides prompt responses whenever necessary.
Dubsado allows you to conduct polls, which greatly simplifies the customer feedback process.
There are numerous features and customizations available.
You can also use the tool for free for up to three clients, which is ideal if you're just getting started.
Fillable forms that are customizable
Automation and scheduling are available.
Capability to build Client Portals
Capability for white-label branding
Excellent customer service
Cons: According to some user reviews, there can be a significant learning curve when first using this tool, and the user interface can be cluttered at times.
There is no mobile app either.
The software is rife with bugs and errors.
At first, the learning curve was steep.
ActiveCollab manages client access to your tasks and projects, keeping them up to date on your progress and informing them. All communication occurs in one location, eliminating the need to sift through emails and chats for bits and pieces.
You can also directly invoice your clients from the project! This is where you perform Actual Work in front of your clients, and they can see it!
Best For small and medium-sized businesses and teams.
The Plus plan costs $9 per month (for up to three members) or $7 per member. They also offer a free plan that is ideal for personal use (with up to 3 seats).
Activecollab is one of the most well-known SaaS applications.
It has a large number of features.
This is definitely for you if you require a lot of features and customization. With this tool, you can create your own workflow based on your requirements.
It may be a little much for smaller teams or organisations. However, if you have larger teams or organisations, it is well worth investigating because it has some amazing features that will put most major competitors' software to shame.
The tool is designed for project management and collaboration, and it includes numerous features such as recurring tasks, templates, calendars, reports, and customizations.
This is an excellent tool for managing complex projects with multiple stakeholders.
Excellent dashboard, various types of reports, and milestone preview.
Clean UI and excellent UX make it easy to onboard new, casual users.
The lack of white label client portal software is a disadvantage.
Except for estimates, there are no forms or contracts/proposals.
While the pricing may appear low, if you have a large number of clients, it can quickly become an expensive solution.
Lack of integration with Git or another control system version.
While the team is responsive, upgrades have been a little buggy.
ManyRequests is a client portal application that includes a project management tool, billing, and checkout forms. The tool is best suited for agencies and service-based businesses that want to provide their clients with a fully customizable portal.
Best For small and medium-sized businesses, as well as agencies.
The Starter plan costs $59 per month (for up to two user accounts).
With the drag-and-drop system, the user interface is simple to use and understand.
Clients can use customizable check-out forms to complete purchases on your website directly from the portal.
It's very affordable and comes with a lot of features for the money. Some plans also include a free trial period, which is an excellent way to test out ManyRequests before deciding whether or not to use it.
The user interface is sleek and modern. It makes it very simple to implement in your company.
The tool is completely Whitelabel. You are free to use your own domain, email, logo, and branding.
You can use Zapier to automate everything and connect it to your existing tools.
New integrations are released on a regular basis.
Custom features and same-day support are available to fully fit your workflow.
Cons: The app has several integrations (including Zapier), but no public API (yet)
Does not yet support translations, but this is on their roadmap.
17hats is a solution for business process automation. It's a tool designed for small businesses with fewer than ten employees to manage operations such as billing, scheduling, and meetings without relying on paper.
17hats solutions enable you to focus solely on your task. As a result, motivated individuals working alone can reap significant benefits from this tool.
Photographers, in particular, have found 17hats to be an extremely useful tool for managing all of the processes involved in dealing with various clientele.
Ideal for entrepreneurs with small businesses.
The Level One Plan is priced at $13 per month (Free CRM included for life).
The user interface is simple and easy to use. This tool is simple to learn and use, and no training is required.
Events, tasks, and contacts can all be easily customised using the dashboard's drag-and-drop feature.
Invoices can be generated and monthly billing can be automated.
Multiple users are supported.
To automate payments, it integrates with several payment gateways.
Booking, invoicing, and workflow management all in one.
Cons: When it comes to project management for production companies, it stinks.
Customer service is only available via text message or email, and responses can take up to three hours.
The booking function lacks some features.
Their bookkeeping is not as thorough or beneficial as that of other accounting software.
Bloom is the most user-friendly platform for booking, invoicing, and communicating with your customers. It exists to assist creatives in running a profitable and efficient online business.
It created a powerful business management and growth toolkit, providing creatives with easy access to cutting-edge technology.
The best option for agencies and freelancers.
The Starter Plan is free (with 1 active project/booking), and the Standard Plan is $39/month (with unlimited active projects/bookings).
Bloom is visually appealing - it looks fantastic - but that doesn't mean much if the backend functionality isn't functional or doesn't do what you need it to do.
Fortunately for us, both are true: the backend does everything we need it to do and then some (we especially like the recurring payment features), and it does them well.
And, in terms of aesthetics, I suppose looking good counts as a feature!
Elegant and simple interface.
Website chat messenger built-in.
Revolutionary forms that sell themselves.
A website builder and image galleries are included.
Cons: The app is currently only available on iOS.
The website builder is still in development.
There is no support for multiple brands or multiple users.
The best option is simply determined by your needs and preferences.
Our goal was to provide you with a list of ten different apps, each of which is unique in its own way - we wanted you to see the features and differences between them so you could make an informed decision about which one is best for you and your business (if any).
If none of those meet your requirements, there are hundreds more available to you, but hopefully this list will be useful!
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