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SuiteDash

SuiteDash combines client portals, CRM and project delivery with time billing, templates and branded workflows for service businesses.

By SuiteDash

suitedash.com

Overview

SuiteDash follows clients from CRM and onboarding into shared projects and invoices. Project generators create ordered tasks and phases; Kanban views show status or assignee. Clients can see tailored project dashboards, comments and selected files. Task timers turn project effort into billable invoice items. All plans use a flat account price with unlimited staff and clients, but storage and advanced tools differ. THRIVE adds proposals and client live chat; PINNACLE adds task dependencies and the complete automation toolkit. Paid Power-Ups and services extend the base subscription. The 14-day PINNACLE trial requires no card. Compare monthly and annual account totals rather than seat rates.
More product details

Vendor · SuiteDash

Description
SuiteDash provides integrated small-business software for client portals, CRM, projects, billing, documents and automated client workflows.
Responsibilities for products
  • SuiteDash provides integrated small-business software for client portals, CRM, projects, billing, documents and automated client workflows.
Short company overview
SuiteDash provides integrated small-business software for client portals, CRM, projects, billing, documents and automated client workflows.
Website Url
suitedash.com

Product

Documentation
help.suitedash.com
Release Notes Url
suitedash.com/updates-log
Solution Kind
Suite

Who it is for

Use Cases
  • Task management
  • Time tracking

Features

Project Management

Explore category

Project Planning/Scheduling

Partial supportBuilt in
What you can do
  • Plan ordered project phases; task dependencies require PINNACLE.

Multiple Projects

Full supportBuilt in
What you can do
  • Review team tasks across projects and switch between project contexts.

Task Management

Full supportBuilt in
What you can do
  • Generate sequenced tasks and phases from project templates.

Collaboration Tools

Partial supportBuilt in
What you can do
  • Give clients tailored project dashboards, task communication and selected file access.

Workflow details

Planning
  • Phases
  • Project templates
  • Task dependencies
Measurement
  • Description
    Track project and task time and convert it into invoice items.
    Evidence URL
    suitedash.com/features/project-management-invoicing-software
Granularity
  • Name
    Tasks
  • Name
    Projects

Kanban Tools

Explore category

Task Management

Full supportBuilt in
What you can do
  • Generate sequenced tasks and phases from project templates.

Multiple Projects

Full supportBuilt in
What you can do
  • Review team tasks across projects and switch between project contexts.

Workflow details

Planning
  • Phases
  • Project templates
  • Task dependencies
Measurement
  • Description
    Track project and task time and convert it into invoice items.
    Evidence URL
    suitedash.com/features/project-management-invoicing-software
Granularity
  • Name
    Tasks
  • Name
    Projects

Professional Services Automation

Explore category

Project Time Tracking

Full supportBuilt in
What you can do
  • Track project and task time and convert it into invoice items.

Multiple Projects

Full supportBuilt in
What you can do
  • Review team tasks across projects and switch between project contexts.

Workflow details

Planning
  • Phases
  • Project templates
  • Task dependencies
Measurement
  • Description
    Track project and task time and convert it into invoice items.
    Evidence URL
    suitedash.com/features/project-management-invoicing-software
Granularity
  • Name
    Tasks
  • Name
    Projects

Project Tracking

Explore category

Multiple Projects

Full supportBuilt in
What you can do
  • Review team tasks across projects and switch between project contexts.

Project Time Tracking

Full supportBuilt in
What you can do
  • Track project and task time and convert it into invoice items.

Workflow details

Planning
  • Phases
  • Project templates
  • Task dependencies
Measurement
  • Description
    Track project and task time and convert it into invoice items.
    Evidence URL
    suitedash.com/features/project-management-invoicing-software
Granularity
  • Name
    Tasks
  • Name
    Projects

Pricing

START

180 (currency not confirmed) / account / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes

19 (currency not confirmed) / account / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Staff and clients

    Unlimited

  • Storage in GB

    100

THRIVE

480 (currency not confirmed) / account / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes

49 (currency not confirmed) / account / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Staff and clients

    Unlimited

  • Storage in GB

    500

PINNACLE

960 (currency not confirmed) / account / year

Billed annually

Commitment Months
12
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes

99 (currency not confirmed) / account / month

Billed monthly

Commitment Months
1
Trial Available
Yes
Trial Card Required
No
Trial Days
14
Trial is free
Yes
Plan details & limits
Business Model
  • Subscription
Limits
  • Staff and clients

    Unlimited

  • Storage in TB

    2

Technical details

AI

AI usage conditions
Usage conditions
  • SuiteDash A.I. Connections uses one active provider for the entire organization, configured only by a Super Admin or Admin Manager. With a customer API key the provider bills the customer directly; changing provider replaces it across the account. Optional SuiteAi service credits are a separate route. Connected-provider training, retention and output rights require that provider's terms.
Input Modalities
  • Text
Output Modalities
  • Text
Providers Models
  • OpenAI
  • Anthropic
  • Google Gemini
  • xAI Grok
  • Mistral
  • DeepSeek
  • Groq
  • Ollama
  • LM Studio
Use Cases
  • AI content generation

Deployment

Client Channels
  • Browser
Delivery Models
  • Cloud (SaaS)

Customization

Supported Scopes
  • Templates
  • Workflows
  • Branding

Support

Channels
  • Knowledge base
Training Formats
  • Documentation

Integrations

Zapier

Direction
Bidirectional
Method
Middleware
Objects
  • Contacts
  • Companies
Sync Mode
  • Event driven

Reviews

Independent experiences, reviewed before publication.

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