SuiteDash

SuiteDash is an all-in-one, white-label business platform that combines CRM, client portals, project management, invoicing, scheduling, and an LMS into one pre-integrated system — no stitching single-purpose tools together.

What is SuiteDash?

SuiteDash consolidates the software a service business needs to run into one white-label platform. The core is a CRM with unlimited contacts, wrapped around fully customizable client portals where clients see their projects, files, invoices, and appointments under your brand — including your own domain, logo, and a white-label PWA mobile app. Built in: project and task management with sequenced templates, appointment scheduling with paid bookings and Google Calendar sync, proposals, estimates, invoicing with ACH/Plaid payments, e-signing, an LMS with unlimited courses, email marketing, live chat, support tickets, and an automation bot that watches for triggers and fires templates on schedule. Integrations cover Google, Zoom, Twilio, SMS, WordPress, and Zapier. It has an established track record on AppSumo — 369 reviews at 4.5/5 across campaigns dating back to 2020 — and the current lifetime deal ($159, regularly $1,188/yr) is covered by We Got Your Back. The trade-off is a dense interface that takes real setup time, especially for non-technical users.

Key Features

• *White-Label Client Portals** — Your logo, colors, custom URL, and login page; clients never see SuiteDash
• *CRM with Unlimited Contacts** — Contact and company management plus a Quick Find widget
• *Client Portal File Exchange** — Securely post files with auto-assigned permissions and sub-folders
• *Projects & Tasks** — Sequenced project templates, tasks, phases, milestones, and time tracking
• *Invoicing & Estimates** — Auto-generated invoices, estimates, ACH/Plaid payments, and stored banking info
• *Proposals & E-Signing** — Dynamic proposals with e-signature and digital contracts
• *LMS** — Host courses with modules, lessons, and downloadables; unlimited courses
• *Scheduling & Bookings** — Appointment automation, paid appointments, two-way Google Calendar sync, and a "Look Busy" feature
• *Automation Suite** — A bot that scans 24/7 for conditional and date-based triggers and fires your templates
• *White-Label Mobile App** — PWA your clients can install on iOS/Android, branded to you

Who is it for?

• Solopreneurs and small businesses that want one platform instead of five subscriptions
• Web design and marketing agencies that white-label software for client portals
• Coaches and course creators running LMS, booking, and billing under their own brand
• Service businesses managing clients, projects, invoices, and files in one place
• Teams that outgrow Google Sheets + email workflows but don't need enterprise complexity

Who is it NOT for?

• Teams that need deep best-in-class functionality in one module (say, a real accounting package or a real CRM)
• Non-technical solo users who won't invest hours in configuration and training
• Businesses needing native mobile apps rather than a PWA
• Anyone who already has a well-oiled stack of specialist tools and doesn't want to migrate