Best Suitedash Alternatives

11 Best SuiteDash Alternatives in 2024

As a small business owner, you constantly balance priorities, wear multiple hats, and serve as the master of your processes. But if there’s something you want to avoid adding to your juggling act, it’s multiple software subscriptions.

SuiteDash tries to alleviate this problem by offering an all-in-one tool with client experience and business management features. It has everything needed to manage a business, from email marketing to automation, invoicing, and productivity tools. 

suitedash client portal

However, some users find it overwhelming because of its repetitive features, slow performance, cluttered information, and unoptimized button placement in some areas. Simple processes from its competitors can become complex if you add more data. 

If you’re looking for management software like SuiteDash, you’re in the right place! We’ve listed the top SuiteDash alternatives that may solve your monthly efficiency woes. 

Top 10 SuiteDash Alternatives & Competitors in 2024

SuiteDash is an all-in-one business management software considered a Swiss Army Knife for small and mid-sized businesses. However, like all SaaS products, not all businesses can benefit from its all-encompassing offerings. Check the best SuiteDash alternatives available in the market to find the right business software for you. 

1. Ahsuite

While SuiteDash offers neat features for a growing enterprise, it might be excessive for smaller businesses and freelancers with simpler workflows. Client portals like Ahsuite let users manage operations and client interactions with its wide range of features. 

Client Portal

ahsuite client portal

Ahsuite is a cloud-based client portal software solution for small businesses, agencies, remote workers, and others. With a secure client portal, you can offer real-time data access, streamlining client interactions and improving brand confidence. 

This management portal provides customization options that help internal and client teams collaborate effectively. Imagine creating a bespoke experience for each of your clients without the administrative hassle. 

New and old users can use the free plan for up to 10 clients forever. It allows users to embed notion pages, design drafts, Airtable, Canva, Tableau, Calendly, and more with iframe.  You can also unlock white-label options with a premium subscription (starting at $6.50/month)

Task & File Manager

ahsuite task manager

Ahsuite’s task and file manager provides a snappy, clean, and easy-to-use platform for sharing files, getting approvals, managing tasks, and more. No fuss and complexities, a fresh breath of air if you find SuiteDash’s offerings too much on the admin side. 

Templates can also auto-add recurring files, tasks, and pages to new client portals. Here are the items you can use with the Ahsuite Template

  • Tasks
  • Files
  • Pages
  • Passwords

Collaboration Tools

ahsuite collaboration tool

Collaborating online (with both your clients and teammates) often requires remote tools to facilitate the exchange of information and feedback. Ahsuite provides these tools in-house, so users don’t have to switch from one app to another for a streamlined workflow. 

Keep your conversations organized, centralized, and secure with these features:

  • Group Messages
  • Attach Files
  • Reply by Email
  • Message Encryption (TLS)
  • Message Search

In addition, you can supplement your collaborations with clients using white labeling options and Google Tag Manager. GTM allows you to shape your client portal in any way that enriches customer interactions through widgets and scripts. 

Client portal pages can be repurposed as a knowledge base for asynchronous communication while ensuring the cohesiveness of your brand across the platform. 

Pros:

  • Flat monthly pricing without per-user fees (except for the agency plan).
  • Reliable features that minimize the need for additional subscriptions.
  • Robust sharing options (team only, all team, or client only). 
  • Offers easy setup and one-time configuration for most users.
  • Generous free trial and freemium version (up to 10 clients for free). 

Cons:

  • Absence of billing and time tracking features (currently on the roadmap).
  • Basic client approval functionality.
  • Notifications are available but lacking reminder features.
  • Excessive “white space” in certain areas of the app.

Pricing:

  • Starter (Free)
  • Grow ($8/month)
  • Professional ($17/month)
  • Agency ($29/month)

Ratings:

  • G2: 4.7 out of 5 (82 Reviews)
  • Capterra: 5 out of 5 (19 Reviews)

2. Copilot

copilot client portal

Copilot is a modern client solution similar to SuiteDash, with fewer features in lieu of noticeably better performance. Creating custom subscriptions for your service/product per client is possible, and a built-in document signer supports finalizing contracts. 

Users can also import information from existing apps into popular apps like Calendly, Airtable, ClickUp, Jotform, and more. The Helpdesk feature is also easy to use if you want a straightforward way to deliver self-service options. 

Pros:

  • UI is very similar to SuiteDash but faster and leaner performance-wise. 
  • Has an easy-to-understand user and client onboarding process.  
  • HIPAA compliance with BAA is available on Advanced Tier.
  • Offers recommended workflows to maximize automation with Zapier.   
  • The platform offers a dashboard to track forms and responses from clients.

Cons:

  • The file manager is rudimentary, with no tagging, labeling, or URL sharing.
  • Team Management tools (Client Access) are only available with Advanced Plan. 
  • White Labeling, Webhooks, and Integrations are available on the second tier. 
  • Creating and managing custom pages can be tedious. 
  • No options for project management/task management features.
  • You must connect your bank account to see how the billing feature works. 

Pricing:

  • Starter: $39 (per user/month)
  • Professional: $89 (per user/month)
  • Advanced: $139 (per user/month)

Ratings:

  • G2: 4.8 out of 5 (145 reviews)
  • Capterra: 4.9 out of 5 (20 reviews)

Related: 10 Best Copilot Alternatives

3. OneHub

onehub client portal

Onehub is a cloud-based client platform reminiscent of earlier forums and websites. It has fewer features than SuiteDash, but the core file sharing and task management tools exist. Its “workspace” structure surprisingly feels like a personal social media platform.

The UI feels outdated, and the features are barebones. However, OneHub excels at simplifying steps for clients and teams. There are only five columns to choose from (Dashboard, Files, Tasks, Messages, and Activity), which is far more manageable. 

Pros: 

  • You can send files for eSignatures directly in the platform with DocuSign. 
  • The 7 access levels make it easier to track file/task ownership. 
  • You can keep up to the last 10 portal versions for archiving/investigations.
  • Supports real-time collaborative document creation (via Microsoft and Google).
  • Documents can self-destruct, which can be helpful for some business needs. 

Cons:

  • There are no notification features, so users must check the Activity tab frequently. 
  • No options for to-do lists, due dates, dependencies, and templates.  
  • You can’t use custom pages to embed external functionalities.
  • There is no way to categorize documents for easier management.
  • It can be expensive if your workflow doesn’t focus on file sharing.

Pricing:

  • Standard ($15 user/month)
  • Advanced ($25 user/month)
  • Data Room Edition ($375 per month)
  • Unlimited Edition ($575 per month)

Ratings:

  • G2: 4.2 out of 5 (45 reviews)
  • Capterra: 4.7 out of 5 (40 reviews)

4. HoneyBook

honeybook client portal

Another unique approach to business management solutions and products is HoneyBook. Its modern UI is easy for the eye, which is necessary if the product focuses on mapping and creating a customized “process pipeline” rather than emphasizing individual features. 

The key to using this product effectively is the ability to create, track, and change process pipelines based on your business operations. This means you have to set everything up first before you can operate optimally.

To improve the process pipeline, the product includes individual features, such as time tracking, a calendar, a scheduler, and integrations. 

Pros:

  • The easy UI makes it easy to switch between overall and project-specific views.
  • You can adapt the platform to match your project pipeline with “My Process.”
  • Offers various extras like expense tracking, scheduling, and automation.
  • Accessible features without cluttering or overwhelming the user interface.
  • Ideal for service-based businesses needing timeline tracking capabilities.

Cons:

  • No visual progress indicator for file uploads and verification.
  • It may require more hands-on learning than traditional management tools.
  • Premium features are only available through a minimum 3-month subscription.
  • It might not be optimal for those managing work on a per-client basis.
  • Initial setup demands investment in training and configuration.

Pricing:

  • Starter: $19 (per month, 3 months minimum)
  • Essentials: $39 (per month, 3 months minimum)
  • Premium: $779 (per month, 3 months minimum)

Ratings:

  • G2: 4.5 out of 5 (159 reviews)
  • Capterra: 4.8 out of 5 (606 reviews)

5. vCita

vcita client portal

While SuiteDash prioritizes project and client management among its features, vCita prefers to make its CRM, scheduling, and payment collection more visible to the user. This design choice is based on the product’s service-based philosophy. 

vCita helps service businesses manage operations, finances, and client interactions while providing a better experience than general software like SuiteDash. Its client portal also focuses on getting bookings and providing information on service packages. 

Pros:

  • The default dashboard displays ops-relevant info and key performance indicators.
  • Syncs with Google Calendar and Outlook Calendar for appointment scheduling.
  • More streamlined CRM compared to SuiteDash. 
  • Allows embedding the portal (partially or fully) into your website.
  • Settings are well-organized across My Business, Services & Other Settings.

Cons:

  • Client Portal customization is limited to business info, payment, and scheduling.
  • All reporting functions are exclusive to the Platinum subscription.
  • The Essentials plan (first tier) is only available for solo users, not small teams. 
  • Email marketing is not included in the Essentials Plan.
  • Doesn’t support embedding external content like Canva or Airtable.

Pricing:

  • Essentials ($35/month)
  • Business ($65/month)
  • Platinum ($110/month)

Ratings:

  • G2: 4.6 out of 5 (73 reviews)
  • Capterra: 4.5 out of 5 (255 reviews)

Related: 10 Best vCita Alternatives

6. Clinked

clinked client portal

Clinked is a great option if other portals cannot accommodate your custom client needs. What sets it apart is the ease of configuring the portal with drag-and-drop options. You can have a dedicated area for activity streams, announcements, and more. 

Unfortunately, it sacrifices many features for customizability. You can only upload, search, and download files. The task manager is also barebones (there is no way to track dependencies). You need to manually reconfigure a workspace for new clients. 

Pros:

  • Strong audit, white labeling, and customization features with an easy interface. 
  • Supports secure access, SSO, and two-factor authentication. 
  • Natively supports Adobe Sign, DocuSign, JotForm, Google Drive, and One Drive. 
  • You can set and implement password best practices to minimize security flaws. 

Cons:

  • There is no way to organize and filter files other than creating new folders. 
  • Great customization, but limited features (might not be great for complex workflows). 
  • The client portal can be clunky when viewed on mobile. 
  • Iframe integration can be cumbersome to set up and use. 

Pricing:

  • Lite ($119/month) 
  • Standard ($299/month)
  • Premium ($599/month)
  • Enterprise (Contact Sales)

Ratings:

  • G2: 4.8 out of 5 (92 reviews)
  • Capterra: 4.9 out of 5 (80)

Related: 11 Best Clinked Alternatives

7. Agiled

agiled client portal

Agiled is an all-in-one solution that combines project management software, team collaboration tools, and features centered around client relationships. Appearance-wise, it uses the collapsing menu design like SuiteDash does (just not as crowded). 

However, adding team management features makes this software different from SuiteDash (or any other tools in this list). You can use dedicated tools for attendance, holidays, leaves, payrolls, etc. 

Pros:

  • Quality of life improvements in the CRM, including lists/tags and total counters. 
  • You can use multiple brands (great for those with interconnected businesses). 
  • Team members can be designated to make attendance, leave, and payroll easier. 
  • It is user-friendly and intuitive if you don’t mind the overcrowded sidebar. 
  • Great tool to consider if you need more functions for your sales pipeline. 

Cons:

  • Like SuiteDash, navigating multiple menus can be tedious. 
  • Some features like storage, pipelines, email accounts, and white labeling are add-ons. 
  • Although they have finance features, payment integration is not available. 
  • The performance can be slow when moving from one menu to another. 
  • Some features (like the client portal) can be buried by other features. 
  • There is no appointment booking system (you need to schedule manually).

Pricing:

  • Pro ($30/month)
  • Premium ($59/month)
  • Business ($99/month)

Ratings:

  • G2: 4.7 out of 5 (385 reviews)
  • Capterra: 4.8 out of 5 (343 reviews)

8. Zoho CRM

zoho crm

Zoho CRM is known for its reputation for supporting businesses of all sizes with its combination of free and paid tools. These tools are almost always for internal use—form builders, meetings, lead management, documents, tasks, and projects. 

What sets it apart from the competition is the customizable controls business owners can leverage to work with their clients, partners, and other stakeholders if they finally need external collaborations. 

Users are effectively segmented based on their roles to view reports, statistics, sales/purchase data, and more, making it easy to provide information on demand. 

Pros:

  • Price competitiveness means you can do many things for a low price.
  • Zoho forms integration is a handy tool for client onboarding/intake. 
  • Strong filter selection that can be customized and saved. 
  • You can build custom service catalogs/packages to reduce admin work.

Cons:

  • This product might frustrate users who hate working on spreadsheets. 
  • There are little to no visual differences across all platforms.
  • Features like client portals and webhooks are available only on high tiers.

Pricing:

  • Standard ($20)
  • Professional ($35)
  • Enterprise ($50)
  • Ultimate ($65)

Ratings:

  • G2: 4.1 out of 5 (2,588 reviews)
  • Capterra: 4.3 out of 5 (6,664 reviews)

Related: 10 Best Zoho CRM Alternatives

9. Plutio

plutio client portal

Plutio is a comprehensive, all-in-one business management platform with a robust project management tool. If you’re looking for a SuiteDash alternative because its built-in PM tool is not for you, Plutio would be a great option. 

Everything you need to view, manage, and track tasks or projects is in one place – from calendars to timesheets, transactions, wikis, and activities.

The catch? Expect a bigger screen when using this software, as it automatically doesn’t expand or hide unused columns/rows to optimize screen usage. Information can get crammed into your screen quickly, sometimes counterproductive. 

Pros:

  • You can create multiple task boards for a project (useful depending on needs). 
  • Strong categorization and filter options for tasks, files, and knowledge bases. 
  • The task manager allows you to follow a task (while not being a contributor).
  • You can draft, send, and collect documents for eSignature in one place. 

Cons:

  • Solo Plan only supports up to 3 clients (competitors like Ahsuite give 10 slots for free).
  • Making a client portal is not that intuitive compared to other competitors. 
  • Panels don’t auto-expand/hide when needed, making the screen crowded with data. 
  • No prioritization option for tasks, but it can be remedied with a custom field.

Pricing:

  • Solo ($19/month)
  • Studio ($39/month)
  • Agency ($99/month)

Ratings:

  • G2: 4.3 out of 5 (55 reviews)
  • Capterra: 4.6 out of 5 (160 reviews)

10. Accelo

accelo client portal

Accelo is another software that manages tickets, retainers, work/resources, time tracking, and billing. The “Quick Access” part is a fantastic addition if you do not like SuiteDash’s hunt for features across collapsable menus. 

The software is more rooted in sales-related processes, which explains the focus on managing contacts and accessing all information in customer dashboards. Accelo is a better option than all-purpose software like SuiteDash if your business priorities are primarily in the sales process. 

Pros:

  • The loading time is snappy (no glitchy animation and such).
  • Feature-rich, you can do a lot of work within a single screen. 
  • The layout is functional, buttons are easily distinguished, and placement is neat. 
  • Forms API is great if you want to collect data from different sources. 
  • Supports time tracking, invoicing, and reporting compared to Content Snare.

Cons:

  • It needs an updated help center and documentation. 
  • While it has many functionalities, learning where to access these tools takes time. 
  • The information dump can be too much; data can crowd the screen. 
  • You need to configure and learn the platform before doing meaningful work. 
  • Some glitches in the notifications were encountered during testing.

Pricing:

  • Professional ($50/month)
  • Business ($70/month)
  • Advanced ($90/month)
  • Elite (Contact Sales)

Ratings:

  • G2: 4.4 out of 5 (499 reviews)
  • Capterra: 4.5 out of 5 (165 reviews)

Related: 10 Best Accelo Alternatives

Conclusion

And there you have it, the best alternative to SuiteDash right now. Each platform offers unique features and capabilities. When evaluating pricing plans, it’s essential to consider your business’s specific needs and budget.

Many alternatives provide extensive business management platforms, while others focus primarily on client management. These solutions often offer flexible pricing, with free plans or affordable starter tiers, making them accessible to small businesses. 

When considering alternatives to SuiteDash, choose software that offers flexible pricing plans based on your needs and those of your members. Or better yet, ditch the per-member idea and pay monthly for all users. Ahsuite Professional Plan gives you access to a customizable client portal, reliable task and file managers, and more in just a monthly payment of $14. Sign up for a 30-day trial.

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