What is SuiteDash?
SuiteDash is a cloud-based integrated client dashboard software that combines all business capabilities and tools. Designed for small to medium-sized enterprises, it provides users a more compact alternative to learning and implementing multiple systems, which can be quite expensive, time-intensive, and confusing.
With SuiteDash, companies have a robust platform that can handle customer relationships, perform sales and marketing strategies, manage projects, track time and expenses, and create viable schedules.
Having all tools accessible within a single platform means people become more productive and processes become more efficient.
The software puts everything, all functionalities and features a small or medium business owner needs, in one basket without breaking the bank. You can find it difficult to discover SuiteDash alternatives.
SuiteDash Pricing Plans:
- Starting Smart
- CORE Platform
- UNLIMITED CRM Contacts
- UNLIMITED Staff/Team
- UNLIMITED Portals
- Fully Branded Experience
- Custom Branded URL/Login
- 100GB File Storage
- Upgrade at any time
- Ready to Grow
- START + Growth Tools
- Proposals & eSign Toolkit
- Email Marketing Toolkit
- Folder Structure Profiles
- Advanced Custom Menus
- Deal Stage Pipelines
- Total of 500GB File Storage
- Upgrade/Downgrade at any time
- Ready to Dominate
- THRIVE + Premium Tools
- FLOWs Automation Toolkit
- Trigger/Action Automations
- LMS Learning Management*
- Support Tickets Toolkit*
- Task Dependencies
- Total of 1TB File Storage
- Downgrade at any time
Overview of SuiteDash Features
- Secure Client Portals
- CRM Client Management Tool
- File Sharing Portal
- Project & Task Management
- Integrated Project Calendar
- Invoicing & Recurring Billing
- Time Tracking & Billing
- Proofing & Approval Tool
- Email & Drip Marketing Tool
- Privacy Encrypted Email
- Live Direct & Group Chat
- White Label Branding
1. Save Money
Implementing a single, unified software to help you run your business means you don’t have to invest in multiple software and platforms.
Your business can do a lot more while spending less. This means you save money and other resources that you can channel to other pressing matters and priorities.
2. Centralized Tools
With SuiteDash, you have access to all the tools and capabilities you need without having to use disparate systems. Within a single, unified environment, you and your team can perform your tasks and accomplish more than you ever could.
The software comes loaded with powerful tools and functionalities, including secure client login portals, project management capabilities, invoicing, billing, communicating with clients and team members, and sending and sharing files.
3. Easy Integrations
SuiteDash boasts of seamless integrations with popular apps and software. These integrations are already built-in, which means there is no need for you to configure anything to make the integration work.
There are also no APIs to implement or widgets to install. Everything is ready right from the get-go.
4. Comprehensive Features
Having access to all the tools you need in one place is great, but having them loaded with features makes SuiteDash even better.
The software has multi-purpose capabilities that allow you to manage clients, projects, tasks, marketing campaigns, and your team’s schedules. There are also tools for creating reports and invoices, data storage capabilities, and more.
5. Quick Setup
Setting up SuiteDash is quick and easy. The software has an intuitive interface that doesn’t require you to be tech-savvy or understand the ins and outs of how it works for you to be able to use it effectively.
For new users, they can quickly familiarize themselves with the software through its detailed, step-by-step tutorials and user guides.
6. High Availability
SuiteDash is always available to help you manage your business and run smoothly even during difficult times like system failures, network issues, and unexpected downtime.
It is hosted in the cloud and will be ready to roll as soon as your employees need to access it.
7. Accessible from anywhere
If you have a smartphone, tablet, or laptop that runs on Windows, macOS, or Android operating systems, you can use SuiteDash wherever and whenever you need to.
Thus, you have greater mobility over your business and operations without sacrificing innovation or efficiency.
8. Scalability & Flexibility
SuiteDash is fully scalable and can be customized based on your specific business needs, as well as to align with changing regulations and industry standards.
The software also works seamlessly across multiple devices without compromising accessibility or functionality.
9. Strong Security Measures
All account information, files, directories, email data are encrypted in transit and at rest. Access to the software is password-protected for enhanced security. It is also protected by a strong firewall, which has SSL-enabled portal access for maximum security.
Security measures include:
- Encryption of all data in transit and at rest.
- Password protection for all user accounts.
- Protected by a strong firewall, which has SSL-enabled portal access for maximum security.
10. Easy Controls
You can control who gets access to your files, directories, accounts, API keys, and more via password policies.
Some controls allow you to manage employee permissions in ways that suit your business best. Finally, you have access to user logs and audit trails for your records.
11. Highly Trained, Certified Experts at Your Service
You can easily get in touch with SuiteDash’s team of professional consultants if you find yourself having difficulties understanding the software and how it works. They will be more than happy to lend a hand and assist you as best as they can.
12. Industry-Wide Recognition
SuiteDash has won prestigious awards which are proof that it is an outstanding business management software loved by people all over the world.
Some of these include the 2014 Frost & Sullivan Best Practices Award, Stevie Awards’ 2015 Bronze Award in the Sales & Marketing effectiveness category, and IDC FutureScape: Worldwide SMB 2018 Predictions which recognized SuiteDash as a challenger for its potential to disrupt the market in the next three years.
13. Diverse User Community
Being part of an engaged and supportive community can do wonders not just for your business, but also for your personal growth and professional development.
By joining SuiteDash’s community, you get access to helpful resources and tools, real-time updates from peers and industry experts, opportunities for professional growth, informative webinars, and forums where you can connect with other SuiteDash users from around the world.
14. Outstanding Customer Support
You can contact SuiteDash via email, phone, or live chat for all your concerns and questions. They provide round-the-clock support, seven days a week to make sure you get the help you need when you most need it.
You can even schedule a time for them to call you so they can help you even when it’s convenient for you.
Priced at $20 per user, SuiteDash is highly affordable and costs about the same as having a cup of coffee every day to boost your productivity throughout the workweek. There are also plans available that cost only $10 per month, making it even more accessible for small and mid-sized businesses.
SuiteDash is a web-based tool that works on any device with an Internet connection which means you don't need to download or install anything to use it. You can access your files, accounts, and reports from wherever you are, whenever you want.
17. Fast Implementation
You can immediately start using SuiteDash once you sign up--no installation or configuration required.
It also comes with user-friendly guides and manuals that will help you discover the software’s many functions, reports, and features in no time at all.
18. Google Apps Integrations
SuiteDash has a suite of apps that work with the Google Apps platform for real-time data synchronization. You can create custom alerts and automate repetitive tasks to save time and effort.
19. Monthly Data Retention
All your files, reports, and updates are retained monthly so you don't need to worry about losing important documents or information--you can access them any time you need to.
SuiteDash’s software is fully customizable so you can adapt it to your mobile device for maximum efficiency.
It comes with a suite of apps that will allow you to view, edit and update content on the go--even offline. The only thing needed is an Internet connection.
Having software that easily adapts to your workflow is critical to any business's success in this highly competitive market.
That’s why SuiteDash was created--to ensure that you have the best experience possible when it comes to ease of use, security, and reliability.
SuiteDash makes use of the latest security measures to keep your files and data safe from unauthorized access or hacking attempts.
They’re also PCI-Compliant which means that any business using SuiteDash can rest easy knowing that information is secure at all times--no matter where you are in the world.
23. Startup Friendly
SuiteDash lets you try out all its features with the Basic plan for free. This means that you can see firsthand how helpful SuiteDash is right from the get-go, without having to worry about hidden charges or fees.
24. Web-Based Software
With web-based software like SuiteDash, there's no need to download or install any software as it’s accessible from anywhere with an internet connection.
It is easy to use, fully customizable, and offers real-time reporting on all your business data.
25. Easy Set-Up
Getting started is a breeze--no programming skills are necessary to get new users set up with SuiteDash right away. There are quick guides and manuals available at hand that will give you, your team, and your clients the most productive public-facing result possible in no time at all.
- Cloud Hosted
- Monthly payment
- One-time payment
- Annual Subscription
- Large Enterprises
- Medium Business
Why choose SuiteDash?
SuiteDash is a web-based software that works across all devices and platforms so you can have access to your information anytime, anywhere. It's the only backend marketing tool you'll ever need for smarter operations, better growth, and more efficient business results.
SuiteDash is a complete suite of applications integrated into one platform, so you can automate tasks, monitor data, and streamline processes for better business visibility. SuiteDash is the best suite of marketing tools on the market.
It's scalable software which means that you'll be able to adapt it quickly and easily to your business' size--no matter how big or small they are.
It also comes with a suite of apps that work with the Google Apps platform for real-time data synchronization.
1. Fully Customizable Dashboard
Customize your dashboard or create a customized dashboard by choosing from a list of pre-made widgets to help you run your business smoothly.
Just drag and drop the modules onto your dashboard, configure them as desired and you're ready to go.
2. Google Apps Integration
SuiteDash has a suite of Google apps integrated into their platform. This means that your data is in sync, all the time--no matter what device or system you use. That’s real-time reporting in action.
3. Streamlined Business Processes
The best part about using software instead of doing everything manually is the level of efficiency it brings into your business.
SuiteDash takes away all your manual processes and replaces them with streamlined ones that work better, faster, and smarter--so you get the best possible results on demand.
4. Business Security
Your data is important to you. But it's even more important to us here at SuiteDash! That's why we make use of some of the best security measures in the industry to keep your business data safe at all times, no matter where you are.
5. Improved Productivity
The whole point of running a business is to make more money or save costs whenever possible--which means that any software you use has to be able to help boost productivity by increasing efficiency and improving results. SuiteDash delivers just that.
6. Customizable Structure
Each business is unique and every employee has different needs when it comes to data--they want to see certain things, compare them in a certain way and report on what's most relevant for their job function.
That's why we've made SuiteDash extremely customizable to suit your business needs—whether you want to report on social media activity, keyword ranking, and the like.
7. Upgradeable Platform
SuiteDash is there to help your business run smoother and smarter for years to come--which means they will be updating their applications and keeping up with all the latest industry trends.
3 great reasons to use SuiteDash :
1. It's quick to set up
You can start using SuiteDash in under 10 minutes--even if you've never used any other back-office platform before! Their pre-configured dashboards are ready for you and your team to access and use right away--and you can personalize them as much as you like.
2. It's simple to use
SuiteDash is an intuitive platform that’s designed for anyone who wants to save time, stay organized and get smarter results. You or your employees won't need to be tech or data experts to take full advantage of all it has to offer.
3. It saves you money
SuiteDash is the most affordable back-office platform on the market--and subscriptions are completely customizable, so you can pay for only what you need. You'll also be able to save time and resources by using SuiteDash to handle your daily tasks meaning that you won't need to hire any outside help.
Your business can run more smoothly when you have access to real-time data in one place. SuiteDash provides all the apps you'll need to organize, manage and automate your daily tasks--so you can focus on what matters most: making your business thrive.
Differentiating factor with ClientVenue and SuiteDash
ClientVenue Key Points:
1. Easy Client Onboarding
Move away from high-touch onboarding to a self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own.
Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.
2. Manage Tasks & Client Requests
Have visibility over all your projects in real-time. Manage your client requests in real-time, and showcase progress in a project manager style.
Bring all the teams together to collaborate on projects easily. Get a 360-degree view of your entire project and prevent project delays from happening.
Store all your client-related files & assets in ONE place. So that you don't have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
4. Invoicing & Billing
Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared.
Be it recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.
Get all the stakeholders involved on the clients' side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
6. Branded Experience
Make the portal look as if it's your product, and on your website. Make it look as if it's a native experience to your website, by changing the branding, coloring, and design to suit your brands' styling.
You can package up all your services and show them up to your customers, this way you move from chasing payments and sending them manual pricing invoices and get everything done in an automated fashion. Connect with all popular payment platforms, and automate your invoicing and bill collection.
Go beyond the 30% of all your marketing performance! Measure the right KPIs, with a campaign attribution module you can track every touchpoint across all your channels which will give birth to real-time insights on your digital advertising spend. You can now improve ROI by tracking it in real-time, without any delay.
Get all the insights and data you need, by leveraging AI technology. Get recommendations on optimizations based on your KPIs and data we capture to improve campaign performance.
10. Reporting & Dashboard
Get all reports and analytics insights delivered straight to your inbox so that you can get access to it anytime anywhere without having to pull up a report or look into a spreadsheet. Get all of your team's insights on a centralized dashboard, and bring the right decisions forward.
- Billing & Invoicing
- Task Management
- Dedicated Client Portal
- Client Communication
- Easy Onboarding
- File Management
SuiteDash Key Points:
1. Easy Client Onboarding (Self-Serve Checkout) With SuiteDash you can now make the onboarding process as simple as possible to minimize errors and increase conversions.
They believe in having a self-serve checkout, where customers can log in to their SuiteDash Client Dashboard and start managing projects within minutes.
2. Workflow Automation (Multi-User, Multi-Project) Have standard processes and use automation rules to make your workflows fast and easy for everyone involved.
Make the routine work automated so that you can focus on more important tasks. This way there won't be any delays, and your whole team is always in sync with each other.
3. Live Collaboration (Multi-User) Connect all your teammates across all your project teams, departments, locations into one place to collaborate better and get things done faster!
With SuiteDash you can now have all your team members' screens updating in real-time, so everyone is always on the same page.
4. Easy File Management (Multi-User) One of the most essential features of any project management software is file management.
Now with SuiteDash, you will be able to share files, preview them, upload files for your existing projects. All the files are encrypted and secure, you can also access all your shared files in offline mode too!
5. Client Communication (Multi-User) With SuiteDash you can keep all your communication private between you, your team members, and the client.
You don't have to worry about any data leaks or random email conversation logs, everything is completely secure.
They employ end-to-end encryption technology to keep all your communication private and personal so that you can work better with your clients.
SuiteDash is a great, simple online project management software for small businesses. It's also extremely affordable (the cheapest on the market) and provides all the standard functionality you will ever need to manage projects of any kind.
If you're looking for a simple and affordable online project management tool, then SuiteDash is the right choice.
And with its pricing model, there's no reason not to try it out! Just go ahead and sign up at their website. It will be worth your time and effort, and you can even sign up for a free trial before committing to anything.
Running an agency?
Clientvenue is an all-in-one client portal and client requests management software.Learn more