SuiteDashstarts from $19 per month
Features & Functionality9.0/10
User Interface & Ease of use7.0/10
Value for Money9.0/10
- A wide array of features covering a lot of needs for any business type
- Complete white-labeling to making it a perfect fit for agencies
- Tremendous value for money as it can replace a lot of your existing tech stack
- Detailed help & support documentation with in-depth tutorial videos
- The User Interface feels quite dated
- Needs some time to get used to and surely there is a steep learning curve to get the maximum out of it
- Not a lot of native integrations with other marketing tools
One of the biggest challenges small to medium-sized businesses and agencies when moving their business online is to find the right tools to manage everything.
From Project Management, Invoicing, Client Management, Appointment Scheduling, Time Tracking, to highly critical marketing functions like Email Marketing, you could get overwhelmed by the sheer number of software tools that are needed to keep everything in sync and running smoothly.
For a large to enterprise-level company, this would not be a huge problem as they will have the adequate and skilled people to manage all these individual tools to get the best out of each of them. However, that is not the case for a small business or agency that usually runs the whole business with a handful number of employees, if any.
This is the reason all-in-one software tools that can do everything under a single login and dashboard is a perfect fit for these types of business owners. It not only saves them time by making it easy to manage everything under a single tool but also saves them money by not eating into their overall budget for business expenses.
SuiteDash is one such tool that promises to offer a wide range of features at an affordable price even with complete white labeling. Is it as good as it promises to be? Let's find out in this review.
User Interface & Features
Once the initial sign-up is done with your email, there is a short form to enter your organization's name and time zone.
You are then welcomed to the main dashboard with the onboarding tutorial video and the list of features available in SuiteDash.
The first thing to do is to customize the look and feel of the dashboard to match your brand colors and logo. In addition to the dashboard, you can also customize the login page of the client portal and connect it to a custom domain. It is also possible to use custom CSS to design the dashboard to exactly match your preference.
Once everything is customized and set up, only you as an admin would know the underlying tech being the dashboard is SuiteDash and your client would have no idea about that. You can also allow or disable to show all the templates available within the tool so that your clients cannot access them.
Once the dashboard is customized, you can also customize the emails that are going to be sent with SuiteDash with your logo and social media links added to the footer.
It is important that you authenticate your domain before sending out the emails or connect an SMTP. It is quite a simple process of adding the DNS records to your hosting provider.
You can then add Projects for your business with the start and estimated completion date. It is possible to add two detailed descriptions of the projects with one visible for your client and the other visible for your team members.
If you have already added clients to your SuiteDash account, you can select and assign the project to a specific client. Project assignments can also be done to your team members with a project leader assigned as well.
When it comes to the economics of the project, you can add an estimated value to the project. It can be a pre-defined number or can be calculated based on the number of hours that are needed to complete the project as well if you have a defined hourly rate.
If you have defined all the tasks required for a project, then it is possible to mark the project as complete once every task is accomplished.
There are three plans in total, Start, Thrive, and Pinnacle ranging from $19 to $99 per month. You get unlimited contacts, team members, projects, and client portals in all the plans which is really a very good value for money.
Some of the features like Email marketing, Advanced custom menus, Support ticket system, Learning management system, Trigger automation, data reporting, etc. are not available in the basic start plan.
However, it is good to see that custom branding with URL and login page is available even in the Start plan as most SaaS companies reserve it only for higher plans.
One more important difference between the three plans is the storage space you get for your file management and sharing with clients. You get 100GB in the Start plan, 500GB in Thrive, and 1000GB in the Pinnacle plan which is quite generous even if you have multiple clients to serve.
Paying yearly can save you 20% and you get a 14-day free trial of the Pinnacle plan to test out the tool and see if it fits your use case before committing to a subscription.
SuiteDash integrates natively with the following tools to connect and automate your workflow efficiently.
- Google Calendar,
- WordPress via an official plugin.
While there is a good range of payment gateway integrations, other third-party tools are quite sparse and it definitely is an area to be worked on.
However, Zapier integration is available to connect to thousands of apps through Zaps. It would be nice to see them add other workflow automation apps like Integromat, Pabbly, Integrated, etc.
This is another area where SuiteDash really shines. There is a wealth of support & help documentation, an academy where you can see a lot of videos on each feature, and a weekly Q & A webinar where users can get all their doubts clarified.
Right from the initial onboarding, there are a ton of support and how-to tutorial videos explaining each feature in detail. There is an official YouTube channel where all the videos are listed to access them easily.
As good as the documentation is, it would be nice to see live chat support implemented on both the main website and within the app dashboard.
To wrap up, SuiteDash is a very powerful all-in-one business management software that once implemented would save you a lot of time and money.
Yes, the learning curve is quite steep, and the user interface needs a makeover, but it is worth the time to invest in as once everything is set up, it might become the only tool you would need to run your whole online business.