SuiteDash Alternatives

updated on 19 May 2022

Looking for SuiteDash alternatives? Find out more here by comparing their features, community reviews, pricing information, and free trial.

SuiteDash Alternatives
SuiteDash Alternatives

What is SuiteDash?

SuiteDash is an all-in-one business management software that facilitates team collaboration and improves client connection. It's a fully integrated cloud-based platform that can handle all of a small or medium-sized business' software requirements. Many business owners are upset with software because they've spent far too much time and money learning numerous systems and then trying to get those multiple systems to function together. SuiteDash addresses this issue by merging the most regularly used business tools into a single platform. It can meet the needs of enterprises in terms of software.

 


Do you need a team to set up or manage your software?


   

SuiteDash includes features such as:

  • Advanced File Transfer
  • Billing, Estimates & Invoicing
  • Customer Relationship/Client Management
  • Customize Client On-Boarding
  • Documents & eSigning
  • Embeddable Forms
  • Email Campaigns & Drip Marketing
  • Learning Management System
  • Project and Task Management
  • Real-Time Team Chat
  • Scheduling Appointments
  • Software for Client Portals
  • White Labeling/Platform Branding
  • Custom URL and Login

Pricing

SuiteDash is ideal for small and medium-sized businesses. They have unlimited pricing that goes with one price per month, year, or lifetime subscription and does offer a 14-day free trial. You can upgrade or downgrade the plan you purchase.

SuiteDash Pricing
SuiteDash Pricing

Why Use SuiteDash?

SuiteDash allows you to develop and customize numerous acquisition and onboarding funnels that are designed to turn leads into delighted customers quickly. Your clients and teams will be able to access the portal via a fully customizable login page and a custom URL that's user friendly. Each Client will be able to see their information, status, and/or files.

Send invoices and receive payments straight on the portal with this all-in-one solution. Organizing your online course might be a huge help to your company or business. Make money off your courses by using them to generate leads, train your team, or educate your customers.

Take command of your processes by establishing workflows and inviting your contacts on a trip you've created. You can take on more clients using automated processes. Management tools may perform the task you need to be done quickly and efficiently while also safeguarding and promoting your brand's integrity.

Create proposals that will automatically activate subsequent activities. You may specify all of the details linked to each appointment type and set up automated activities that happen when a time is booked, with these powerful options for controlling appointments. Email Campaigns can be scheduled to send at a specific time and date, while Autoresponders/Drips can be set up to send automatically to each new email address added to your Audiences regularly.

Pros and Cons of SuiteDash

Pros:

SuiteDash offers a lot of features from a single platform. Onboarding your clients is very easy, from signing up the kickoff form that sends an invitation via the client's email for activating the portal to a flow or a proposal generator for your product agreement and bills through estimates or invoicing. Manage your clients by assigning them to a Circle so it's easy for you to assign projects, flows, forms, or a fully customized portal page that is solely for those clients inside the Circle. Manage projects that can be assigned to your staff and clients at the same time, communicate with them via the Team talk or Client talk to discuss further details about the projects or tasks.

Create your very own product using the LMS and assign which roles or staff will have full access to manage the LMS. You can also give your client the ownership of the course if you want to give them access to the product, either it's free or raises an invoice that grants ownership of the product once the invoice is paid. Automations in SuiteDash require no code, it's easy to use and occurs throughout the platform, in Company Settings, CRM, Projects, Billing, FLOWs, Forms, and LMS. You can use automation to completely automate a series of commands.

Software integrations to help manage your business with ease. Integrate your SuiteDash to a wide range of platforms, from billing with Stripe, Paypal, Braintree, Authorize.Net, and Stripe ACH + Plaid, sync your SutieDash to Google Calendar so any tasks or projects that will be assigned to your team will also be replicated to their Google Calendar, hCaptcha and reCAPTCHA to avoid bots on filling out the forms, integrate your platform to your WordPress to easily log in to SuiteDash portal, Twilio platform for you to send SMS to your clients. Integrate your platform to Zapier to connect to hundreds of software and create or set up a meeting via Zoom integration.

Cons:

SuiteDash's UI/UX design can be slow at times, switching to another menu can take seconds to minutes that needs improvement. The system sometimes gets buggy, you may wonder what happened yesterday and today when you check it again, it's completely fine. You will feel overwhelmed while working with the platform because of so many features if you are just starting your business. And If you want more integrations that you don't see in the platform, you can do it in Zapier.

Some features are still under Active Development and the SuiteDash team is doing their best in giving us the best all-in-one software there is.

Alternatives

Check out these other top solutions that are similar to SuiteDash in terms of usefulness, essential features, and benefits, based on common features.

Flowlu

Flowlu is a company and project management software suite that includes a CRM, invoicing, kanban board, white-label capabilities, client site, and more.

Features:

  • Agile Project Management
  • Collaboration Tools
  • Financial Management
  • Knowledge Base
  • Mind Maps
  • Online CRM
  • Online Invoicing
  • Project and Task Management

Pricing

Flowlu offers pricing plans for any team, business, professional, and enterprise that can be upgraded or downgraded. They also offer a 14-day free trial once you sign up.

Flowlu Pricing
Flowlu Pricing

Why Use Flowlu?

Project workflows allow you to quickly construct identical projects with predetermined actions and sequences, as well as anticipate income and expenditures before comparing them to final budget outcomes. You'll be able to keep all of your files and documents organized in Flowlu so that they're easy to find. A strong, all-in-one solution for project management, CRM, invoicing, team collaboration, and knowledge. Organize your whole process and expand your business in ways you never thought possible.

Flowlu is an excellent project management application that is worth utilizing at the end of the day. Flowlu's developers have gone to great lengths to make this software as complete and powerful as possible. The customer service crew is quick to respond and knowledgeable about the product. They have amazing lessons and advice on how to make Flwolu perform best for you if you want a more complex configuration. Flowlu has similar functionality and is less expensive.

Check out more about the differences between Flowlu and SuiteDash here.

HubSpot

HubSpot is a popular customer relationship management (CRM) tool for growing businesses. Thousands of customers utilize marketing, sales, and customer success software to help develop businesses all around the world.

 


Hire a team to set up SuiteDash or other alternative software.


   

Features:

  • Account-Based Marketing
  • Ad Tracking & Management
  • Analytics
  • Content Creation
  • Email Marketing and Automation
  • Landing Page and Forms Builder
  • Objects Customization
  • Real-Time Chat
  • Salesforce Integration

Pricing

HubSpot has a wide range of plans depending on what you need from the Starter Plan, Professional Plan, and Enterprise Plan. They also have bundles with free tools and access to every product from the Plans at a discounted rate. You can Pay Upfront or Pay Monthly, and they also offer a 14-day or 30-day free trial.

HubSpot Pricing
HubSpot Pricing

For more information about their bundles, visit this website, Create a bundle.

Why Use HubSpot?

HubSpot is a platform that helps organizations attract visitors, generate leads, and close sales by assisting them with lead generation, conversion, and client retention. It does it by merging several elements and allowing marketing and sales departments to manage all of their efforts in one place. You'll have the context you need for more effective and helpful client interactions with free service tools that are automatically integrated with a customer management system.

Provide free tools to sales and marketing teams to help them be more productive while also getting all the tracking, reporting, and third-party integrations they need. Not to mention limitless users, data, and up to 1,000,000 contacts. To nurture relationships with contacts and customers, send personalized emails in bulk. Freely manage online ads and add landing pages and forms to your website with no coding necessary to turn visitors into qualified business leads.

More detailed comparison between HubSpot and SuiteDash here.

Plutio

The all-in-one business management platform for communicating with clients, managing projects, creating proposals, sending invoices and getting paid, and sharing files.

Features:

  • Client Portals and Dashboards
  • Client Management
  • Contracts & Document e-Signing
  • Google Calendar Integration
  • Invoice and Proposals
  • Knowledgebase Wiki
  • Live-Chat Widgets
  • Messaging and Email Syncing
  • Platform Branding
  • Projects and Tasks
  • Software Integrations
  • Surveys and Forms
  • Track Time

Pricing

Plutio offers pricing plans for Solo, Studio, Agency, and Enterprise and a 14-day free trial.

Plutio Pricing
Plutio Pricing

Why use Plutio?

One of Plutio's primary assets is its ability for customization; it's also simple to use and well-known as a dependable business management software, making it an exciting alternative for helping a business function smoothly. It enables you to run your company from a single, unified, and highly adaptable platform. You'll be able to build workflows, define the start and due dates, and communicate with all parties involved, ensuring that you always know who's doing what and where they stand.

Plutio's simple dashboard gives you one-stop access to everything you need to finish your projects, from tasks and track time to files and discussions. With a simple drag-and-drop editor, you can create proposals in minutes. Send them to clients for electronic signatures, and keep track of who has opened, signed, and paid them. Start using the time-tracker as soon as you start working on an assignment. Each project comes with an editable, downloadable, and printed timesheet that makes billing for a tracked time a breeze. In addition, mailing bills is simple. You'll have complete control over the invoice, from the due dates to the footer notes to the discounts and tax rates.

Feedback from clients and audiences is critical to the success of any business. Plutio makes it simple to develop interesting forms and surveys, allowing you to quickly collect the data you require. Overall, Plutio is a good choice if you're just getting started but have a lot of projects going on at the same time because it may help you organize things so you can focus even more on your project.

Learn more about Plutio and SuiteDash platforms here.

SuperOkay

SuperOkay is a simple and easy-to-use client management software, it is also a tool meant for enhancing productivity for service providers. Its uncomplicated interface lets companies share all their links and documents with co-operating brands, clients, and partners.

Features

  • Portal Branding
  • Documents Building & Management
  • Software Integrations
  • Create and Design Proposals
  • Contract Templates
  • eSignatures
  • Project and Task Management
  • Contact Management
  • Brief Templates
  • Reusable Blocks

Pricing

SuperOkay offers prices Annually minus 20% and Monthly payments for Solo Plans and Business Plans that are best for freelancers and teams.

SuperOkay Pricing
SuperOkay Pricing

Why use SuperOkay?

SuperOkay is a new way for freelancers, agencies, and service providers to manage projects through a simple dashboard with a client interface. To get started, choose from a selection of content templates, such as briefs, proposals, status updates, and scope adjustments.

Everything from useful links to project briefings and estimates may be quickly managed. The platform also maintains track of any existing apps that you and your clients use. SuperOkay provides you with simple, configurable portals that allow you to share all project data, assets, and tasks with your clients with ease. The detailed design options allow you to visually distinguish your projects by making each one appear like its own distinct space.

You can assign each other action items with defined deadlines in addition to talking with clients via papers and comments. Action items can relate to a piece of a document, such as encouraging customers to sign in all of the appropriate places, or they can be used as a stand-alone item on the action items board.

You can simply send a progress update, set a date, and then approve and send it to the client, it will be in the client portal where the client can go in and look, and they can also look back in time to see what has been done for the project and then follow it along. The client platform is where everything happens. The software acts as a layer between the client and the agency, allowing communication and facilitating a more transparent collaboration process in terms of brief management, requirements, milestones, estimations, change requests, budgets, and other areas.

Conclusion

SuiteDash is no doubt an all-in-one business software and an excellent platform, from onboarding new clients to assigning them projects and tasks. It enables you to personally customize the platform from customizing the URL to customizing the Login page. You can also use custom CSS for the Portal pages, courses, flows, documents, email templates, etc. It also helps you to lessen your work by triggering action features, once the contact received the portal invitation, you can automate an onboarding flow where the contact Reads and eSign your company's agreement. After signing, you can also automate that assigns them to a Project or Task or give them access to the LMS course. However, SuiteDash needs time and effort for you to learn it all but don't worry, their support is always there to help you with whatever you need.

Get Started with Us!

Need someone to help you in starting with SuiteDash or its other alternatives? OBI Services has a team of experts that will help you in creating your first experience with this software.

Contact us now at  +1 209 813 2138.

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