Category
CRM
Key features
CRM and deal pipelines
White label client portal
Proposals, contracts and e-signature
01 — Overview
What is
SuiteDash
SuiteDash combines a CRM, white label client portal, projects, proposals, e-signature, invoicing and email marketing in one workspace. Service businesses use it to capture leads, run sales pipelines, onboard clients through automated flows, and give each client a branded portal for files, messages, progress and payments.
02 — Who it’s for
Ideal Customer Profile
Built for small and medium service businesses such as agencies, consultants, coaches, accountants and financial advisors that want one platform for sales and client delivery.
03 — Capabilities
Key Features
CRM and deal pipelines
White label client portal
Proposals, contracts and e-signature
Invoicing and recurring billing
Client onboarding automations
Email marketing and scheduling
05 — Similar tools
Alternatives
Moxo
Client workflows and portals with AI agents
HighLevel
All-in-one marketing and CRM for agencies
Bitrix24
All in one CRM, tasks and team workspace
HubSpot
All-in-one CRM for marketing, sales, service
Keap
Small business CRM with sales and marketing automation
Agile CRM
All-in-one CRM with sales and marketing automation
06 — FAQ
Frequently Asked Questions
What is SuiteDash used for?
SuiteDash is used to run a service business from one platform, covering lead capture, CRM, proposals, client onboarding, projects, billing and a branded client portal.
Who is SuiteDash for?
SuiteDash targets service businesses such as digital agencies, consultants, coaches, accountants, financial advisors and legal practices.
Which tools does SuiteDash integrate with?
SuiteDash integrates with Stripe, Braintree, Authorize.Net and PayPal for payments, QuickBooks Online, Google Calendar, Zoom, Twilio, SendGrid, WordPress and Zapier.
Can SuiteDash be white labeled?
Yes. You can use a custom URL, branded login, your own logo and colors, branded email notifications and an installable mobile web app.