Top 11 SuiteDash Alternatives to Improve Your Client Relationships in 2024

Switching from SuiteDash? Like you, many users are seeking alternatives to SuiteDash due to lacking of features: missing features like a built-in chat, drag-and-drop Kanban boards, and approval flows for clients. 

Plus, splitting payments on invoices and offering services in multiple languages are a nightmare!

If that sounds like you, you’ve landed in the right spot. 

After testing 40 tools, we’ve identified the top 11 options that stand out and meet the highest standards. Let’s keep reading to find you the best alternative!

Quick List of The Best 11 SuiteDash Alternatives

1. Agency Handy: Best SuiteDash alternative for digital agencies of all sizes seeking an all-in-one client portal.
2. Service Provider Pro: Best for digital marketing and SEO agencies requiring tailored order management and client collaboration tools
3. ClickUp: Ideal for teams wanting a highly customizable workspace with powerful automation
4. Asana: Perfect for businesses prioritizing intuitive, user-friendly project management
5. HoneyBook: Excellent for service-based businesses needing solid client management and financial tools
6. Plutio: Great for solopreneurs and small teams requiring an all-in-one business management solution.
7. Accelo: Optimal for service businesses focusing on profitability and end-to-end client work management
8. Dubsado: Ideal for creative professionals seeking automated client workflows and branded experiences
9. Clinked: Best for businesses wanting a secure, customizable white-label client portal
10.  Copilot: Excellent for professional services looking to automate workflows and enhance client experience
11.  Agiled: Ideal for businesses needing a comprehensive solution with strong HR and financial management

PS: If you’re already familiar with the limitations of Suitedash, feel free to jump straight to this list of alternatives.

Why Should You Consider SuiteDash Alternative?

SuiteDash is a solid tool, but it’s not perfect for everyone. Here’s why you might want to explore other options:

No Built-in Messenger

SuiteDash lacks a dedicated messaging tool for client communication. Though they have a messaging system, it’s a reflection of the emails. This means using multiple apps and risking missed messages. When managing multiple projects, having all client conversations in one place is a must.

Limited Proposal Features

Creating and managing proposals is crucial, but SuiteDash doesn’t offer built-in tools for this. You might find yourself using other software, which can be time-consuming and unprofessional. A seamless proposal process can make all the difference.

Email Delivery Issues

Emails from SuiteDash often land in clients’ spam folders. This isn’t just a minor annoyance—it can delay projects, create unhappy clients, and result in lost opportunities. Reliable email delivery is essential for professional communication.

Restrictive Storage Options

SuiteDash’s storage limits can become restrictive as your business grows. You might find yourself constantly managing files or paying for frequent upgrades. Adequate storage is vital for keeping important documents accessible.

Limited Customization of Client-facing Elements

While SuiteDash offers some customization, it often falls short for businesses looking for a truly branded experience. You might struggle to make client portals match your brand perfectly. This can make your business appear less professional to clients.

Comparison Table of Top SuiteDash Alternatives

We’ve researched and compared various platforms, focusing on features, usability, and cost-effectiveness. Here’s a concise guide to the top choices, each catering to different business requirements:

Top 11 SuiteDash Alternatives to Collaborate & Dominate with Your Team

Now that you’ve seen the top alternatives at a glance, let’s get deeper into each choice. We’ve shortlisted the tools based on features like built in chatbox, email integrations, white labelling, workspace customization, and other features….

Keep reading to explore detailed reviews and insights on how these platforms can meet your specific business needs.

1. Agency Handy

The best alternative to SuiteDash for digital agencies of all sizes seeking a streamlined workflow from client acquisition to billing.

Are you frustrated with SuiteDash’s confusing interface? Agency Handy offers a simpler and more user-friendly option. With its intuitive design, you and your clients can save valuable time getting started.

A major pain point with SuiteDash is constantly switching between apps to communicate with clients. Agency Handy solves this with its built-in messaging system. All your conversations stay organized in one place, streamlining communication and ensuring projects move smoothly.

SuiteDash limits customization for your team, but Agency Handy gives you more control over user roles and permissions. Each team member sees only the tools they need, keeping everyone on the same page and organized.

When it comes to managing projects, SuiteDash can feel clunky. Agency Handy shines with its visual task boards, making tracking progress and assigning tasks a breeze. This keeps everyone informed and on the same page throughout a project.

Agency Handy also offers generous storage space for all three tier plans such as Solo – 1 TB, Teams – 5 TB, and Pro – 20 TB. You won’t run out of room for your files anytime soon. This is perfect for agencies handling a lot of client work. 

In short, Agency Handy addresses many of SuiteDash’s weak points. It offers a user-friendly design, better communication tools, more customization options, and smoother project management. With Agency Handy, you can focus on your work instead of wrestling with your tools.

Key Features of Agency Handy

Here are the core features of Agency Handy: 

Workspace Customization

Once you’ve logged in, you can customize Agency Handy to fit your agency’s needs. And brand everything with your colors and logo for a professional look.

Service Catalog

Agency Handy comes packed with features to boost your business. You can create detailed listings of your services, complete with descriptions and pricing options. The best part? Embed this catalog right on your website, so potential clients can see what you offer without leaving your site.

Client Onboarding

Client onboarding is a breeze with Agency Handy. You can create custom order forms and intake questionnaires. These forms can include fields – multiple-choice, formatted text, and even file uploads. This gathers all the information you need to kick off a project right.

Project Management

Agency Handy uses Kanban-style boards for project management. These visual boards make it easy to see what’s happening at a glance. Drag and drop tasks to update their status, keeping everything organized and up-to-date.

Team Collaboration

You can set up user roles and permissions that make sense for your team. With that, everyone finds their assigned tasks and stays focused on it. It means no more switching between different apps to talk about work. Everything stays in one place, making collaboration smoother.

Client Portal

Clients get their own portal, customizable to match your brand. They can track project progress in real-time and approve work directly in the portal, helping projects move forward faster.

Invoicing and Payments

Invoicing is really quick and simple with Agency Handy. Create professional-looking invoices and set up recurring billing for ongoing work. The platform supports multiple payment gateways, making it easy for clients to pay you.

Reporting and Analytics

Agency Handy also provides detailed reports and analytics. This gives you insights into how your agency is performing. You can see which projects are most profitable and how productive your team is. 

Automation:

Automation is another key feature. You can set up workflows to handle repetitive tasks automatically. This saves time on administrative work, letting you focus on the important stuff.

File Management:

File management is simple with Agency Handy. All your files are stored in one place, organized by project. You can even track different versions of documents, which is helpful for making revisions.

Best Use Cases of Agency Handy

Let’s look at a few best use cases for Agency Handy:

• Digital Marketing Agencies: Agency Handy’s Kanban boards and client portal keep campaigns organized and simplify sharing results and approvals, saving time and hassle.
• Web Design and Development Firms: Track projects from start to finish, showcase design packages, and get client feedback easily through the customizable client portal.
• Freelance Creatives: Create proposals, manage projects, and automate tasks like invoicing, allowing you to focus on your creative work.
• Consulting Agencies: Set up retainer contracts and  monitor ongoing projects with Agency Handy. Its custom forms help you gather all the client info you need right from the start.
• PR and Communications Agencies: Organize press releases, media outreach, and event planning with task boards, keeping everything streamlined.
• SEO and Content Marketing Agencies: Agency Handy manages all your SEO and content work in one place, sharing progress updates easily through the client portal.

Pros of Using Agency Handy

• Optimizes the entire agency workflow from client acquisition to project completion and billing.
• Saves time and avoids confusion by collecting all project info upfront with customizable intake forms.
• Stay organized and boost team productivity with visual task management using Kanban boards.
• Improves communication and keeps clients informed through a dedicated client portal and approval workflows.
• Supports multi-language functionality, enabling agencies to expand their global reach effectively.
• Offers flexible pricing options, including subscription and one-time payment models and split payment models for services.

Pricing of Agency Handy

Solopreneur: $69/month (billed monthly) or $49/month (billed annually) 

Up to 3 users, unlimited clients and orders, custom branding, project management features, invoicing, client portal, and team communication tools.

Teams: $149/month (billed monthly) or $99/month (billed annually) 

Up to 10 users, unlimited clients, and orders, all Solopreneur features plus advanced reporting, resource management, and expanded collaboration tools.

Pro: $199/month (billed monthly) or $149/month (billed annually) 

Up to 30 users, unlimited clients, and orders, all Teams features plus white-labeling options, priority support, and advanced automation capabilities.

What Users Say About Agency Handy?

Rating on G2: 5 out of 5

“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.

Rating on Product Hunt: 5 out of 5

“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin

Rating on Trustpilot: 3.8 out of 5

“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.

Features and Functionality:

Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.

Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.

Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.

Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil

Why Should You Choose Agency Handy over SuiteDash?

Y When it comes to choosing client portal tools and software, it is best to make an informed decision. Here are the differences between Agency Handy and SuiteDash highlighted for you in a table:

2. Service Provider Pro

Best for digital marketing and SEO agencies requiring tailored order management and client collaboration tools

Service Provider Pro steps up where SuiteDash falls short, especially in the client onboarding process. 

With it, you can design every detail to match your agency’s unique flair. From customizing forms to designing the entire onboarding flow, your clients’ first impressions will be nothing short of impressive. This personalized touch not only sets a professional tone but also energizes the start of your client relationships.

Besides that, the client portal dashboard is another stand out feature. It’s designed to make interactions smoother and more professional. Your clients can easily view invoices, approve estimates, and work with you on projects all in one place—a level of integration that SuiteDash doesn’t quite reach.

Service Provider Pro also shines in automating workflows. It offers tools that help you set up efficient, automated processes that save you time on routine tasks, something that can be cumbersome with SuiteDash.

When it comes to managing your finances, Service Provider Pro offers a more comprehensive set of tools than SuiteDash. It tackles common issues like invoicing and subscription management head-on, making financial tasks less of a hassle.

Team collaboration is another strong point. The platform includes features for messaging and assigning tasks within your team, helping everyone stay on the same page effortlessly.

In essence, Service Provider Pro really steps up your agency’s workflow. It sharpens how you interact with clients, streamlines your workflows, and strengthens your financial management.

However, if you compare it with Agency Handy, SPP falls short in proper task management, client approval feature, white labeling, multi-language support, etc. But with Agency Handy, you can just do wonders from white labeling to client onboarding and getting paid. 

Note: If you want to get a more comprehensive look at Agency Handy vs SPP, you can read more here.

Key Features of Service Provider Pro

Client Management: 

Manage client relationships with a comprehensive CRM system. Store client details, track interactions, and customize fields to suit your agency’s needs. Organize clients into groups for efficient management.

Project Management: 

Organize tasks and track project progress using built-in tools. Set up milestones, assign tasks to team members, and monitor deadlines. Collaborate with clients directly within the platform.

Order Management: 

Create and manage client orders with ease. Use customizable order forms to capture necessary details. Track order progress and automate status updates to keep clients informed.

White-Label Client Portal: 

Offer a branded experience with a customizable client portal. Allow clients to view project progress, approve work, and make payments, all within your agency’s branded environment.

Invoicing and Payments: 

Generate professional invoices and accept online payments seamlessly. Set up recurring billing for subscription-based services. Integrate with popular payment gateways for secure transactions.

Automation: 

Streamline workflows with powerful automation tools. Set up triggers and actions to automate repetitive tasks, from sending follow-up emails to creating new projects based on client orders.

Client Onboarding: 

Simplify the onboarding process with customizable workflows. Automatically send welcome emails, contracts, and intake forms to new clients.

Reporting and Analytics: 

Generate detailed reports on project progress, financial performance, and team productivity. Use custom dashboards for real-time insights into your agency’s operations.

Pros of Service Provider Pro

• Offers a highly customizable client portal to maintain your brand identity and enhance the professional look.
• Use custom forms to get detailed project requirements easily.
• Includes a flexible form builder to create complex forms and questionnaires with conditional logic.
• Seamless collaboration between team members and clients on the same platform.

Cons of Service Provider Pro

• The pricing structure of SPP might be prohibitive for small agencies or freelancers just starting out.
• While SPP offers a range of features, it may lack some specialized tools that certain agencies require. For instance, it doesn’t include a built-in time tracking feature, which could be crucial for agencies billing by the hour.

Pricing of Service Provider Pro

Basic: $129/month (billed monthly) or $99/month (billed annually)

Includes a custom workspace domain and white-label email domain, a built-in helpdesk, and tools for tracking affiliates and referrals. Ideal for small teams of 5 members, needing comprehensive solutions

Pro: $299/month (billed monthly) or $249/month (billed annually)

Everything in the Basic plan plus support for up to 10 team members. Adds editable client-facing pages, client-side teams, and the ability to create a reseller program. Perfect for agencies managing complex client interactions and expanding service offerings.

Plus: $1500/month (billed monthly) or $1500/month (billed annually)

Includes everything in the Pro plan and supports up to 50 team members. Offers custom rules and workflows, custom integrations, and priority support via Slack. Additional benefits include removal of “Powered by” branding, an uptime SLA, and API access. Designed for large agencies needing high customization, reliability, and direct support.

Note: Read more about SPP pricing if it’s what you’re looking for.

What Users Say About Service Provider Pro?

Rating on G2: 4.6 out of 5

“Client Portal for Order Entry/Fulfillment”

What do you like best about Service Provider Pro?

The UI is self-explanatory and was able to set up a Service, associated Order Entry process for my clients. A free tier to try different things is appreciated.

What do you dislike about Service Provider Pro?

End-to-end examples for different business verticals are needed. I may have missed it in the online documentation.”- Anonymous User

Is Service Provider Pro Better Than SuiteDash?

Service Provider Pro and SuiteDash both offer comprehensive solutions for service businesses, but they excel in different areas. 

Service Provider Pro shines with its focus on streamlined order management and client interactions, making it ideal for agencies looking to simplify their workflows. Its intuitive interface and specialized features for digital services can lead to quicker adoption and improved efficiency.

On the other hand, SuiteDash provides a broader range of tools, including more advanced project management and collaboration features. This makes it a strong contender for businesses needing an all-in-one platform to handle diverse aspects of their operations.

Ultimately, the choice depends on your specific needs. If you prioritize a smooth order process and client experience, Service Provider Pro might be the better fit. However, if you require a more versatile toolkit with extensive customization options, SuiteDash could be the way to go.

3. Agiled

Ideal for businesses needing a comprehensive solution with strong HR and financial management

Agiled tackles one of SuiteDash’s biggest pain points – limited customization. With Agiled, you get a platform that bends to fit your business, not the other way around. This means you can set up your workflows, forms, and processes just the way you want them.

But Agiled doesn’t stop there. It also solves the communication headache that SuiteDash users often face. Unlike SuiteDash, Agiled comes with built-in messaging tools. This keeps all your client chats in one place, making it easier to stay on top of your conversations.

When it comes to project management, Agiled steps up where SuiteDash falls short. Its user-friendly tools give you a clearer view of your tasks and timelines. This means you can keep your projects on track without breaking a sweat.

One area where Agiled really shines is money management. SuiteDash users often struggle with clunky invoicing and billing. But with Agiled, you get financial tools that make it easy to track expenses, create invoices, and manage subscriptions.

Agiled also offers a white-label client portal. This means you can give your clients a branded experience when they log in. It’s a professional touch that SuiteDash users often miss out on.

In short, Agiled offers a more complete package than SuiteDash. It’s especially good for businesses that want better financial tools and more ways to customize their workflow. With Agiled, you get a tool that adapts to your business, not the other way around.

Key Features of Agiled

Let’s get into the impressive features that make Agiled a strong alternative to SuiteDash.

Client Onboarding & Automation:

Streamline client acquisition with kickoff forms for self-registration and lead capturing. Create automated onboarding flows with document signing, form filling, and file upload features. 

Project Management: 

Organize tasks and projects using Kanban boards and project overviews. Create task templates, set dependencies, and track time for accurate billing. Collaborate with clients through file sharing and project updates.

Invoicing & Payments: 

Generate professional estimates and invoices, and accept online payments seamlessly. Set up subscription plans and recurring invoices for consistent cash flow. Store payment information securely and provide clients with billing dashboards.

White-Label Client Portal: 

Offer a branded experience with custom login pages, URLs, and mobile apps for iOS and Android. Customize colors, logos, and branding elements to maintain your company’s identity. Create dynamic data placeholders and custom dashboards for clients.

Learning Management System (LMS): 

Create and sell online courses through an integrated LMS. Utilize the drag-and-drop course builder for easy content creation. Track learner progress and issue completion certificates automatically.

Appointment Scheduling: 

Set up booking pages and widgets for easy client appointment scheduling. Integrate with your calendar to avoid conflicts and define various appointment types. Allow clients to self-book and manage cancellations efficiently.

Support Ticketing: 

Manage client support with custom inboxes, priorities, and tags. Set up email routing for automatic ticket creation and implement permissions for access control.

Pros of Agiled

• Provides a white-label client portal with extensive customization options for a professional appearance.
• Offers multi-step client onboarding flows, ensuring a smooth and comprehensive client setup process.
• Integrates appointment scheduling with other business processes, preventing double bookings and conflicts.
• Supports e-signature collection for legally binding documents, streamlining the contract process.
• Allows the creation of custom workflows and automation, increasing operational efficiency across various functions.

Cons of Agiled

• Clunky, outdated UI that feels like a work in progress
• Steep learning curve due to numerous features and possibilities

Pricing of Agiled

Basic:  Free

1 user, 1 Form with 100 Submissions, 2 Billable Clients & 100 Contacts, 2 Active Projects, Basic Finance Management, and 1 Event Type for event scheduling

Pro: $30/month (billed monthly) or $25/month (billed annually) 

3 users, unlimited contacts, accounts, projects, tasks, invoices, estimates, and event types, HRM access.

Premium: $59/month (billed monthly) or $49/month (billed annually) 

7 users, all Pro features plus automation & workflows, flows, unlimited subscriptions, docs, wikis & pages, API access, Zapier integration.

Business: $99/month (billed monthly) or $83/month (billed annually) 

15 users, all Premium features plus white labeling support, accounting features, payroll in HRM, custom webhooks, priority support, and migration assistance.

What Users Say About Agiled?

Rating on G2: 4.7 out of 5

“Very complete business management tool”

What do you like best about Agiled?

I liked Agiled quite a lot. It gives me a lot of possibilities for managing my business. I liked that I could concentrate a lot of my work on the tool and even for the things that I can, it offers integration with tools like Zapier. Allowing it to design a client portal is also a cool feature! I feel that Agile offers so much. Definitely worth the money.

What do you dislike about Agiled?

Onboarding was lacking for me. Too many use possibilities and I kind of got lost. Another thing I’d like to change is the UI. The tool looks a bit like the 2010s and needs an upgrade to feel a little nicer.”- Ivan P.

Is Agiled Better Than SuiteDash?

Y Agiled is faster and easier to use than SuiteDash. If you want a simple tool that’s quick to learn, Agiled is a good choice. It has Kanban boards and Gantt charts that help you see your projects clearly.

But SuiteDash still has its strengths. It offers more features and can do more complex tasks automatically. If your business needs a lot of different tools in one place, SuiteDash might be better for you.

So, which one should you pick? Go for Agiled if you want something fast and easy to use. Choose SuiteDash if you need a tool that can handle many different tasks for your business.

In the end, both tools have their good points. Think about what your business needs most. Do you want something simple or something that can do a lot? Your answer will help you decide between Agiled and SuiteDash.

4. HoneyBook

Excellent for service-based businesses needing robust client management and financial tools

HoneyBook solves one of SuiteDash’s lackings — making proposals. With HoneyBook, you get lots of templates you can change to fit your brand. This makes it easy to create proposals that look great and help you win clients.

When it comes to managing money, HoneyBook does better than SuiteDash. Its tools for invoicing and taking payments are easy to use. This means you’re more likely to get paid on time.

HoneyBook also beats SuiteDash when it comes to saving time. SuiteDash users often have to do the same tasks over and over. But HoneyBook can do many of these tasks automatically. This can save you hours of work.

Another plus for HoneyBook is its mobile app. SuiteDash doesn’t work well on phones, but with HoneyBook, you can run your business from anywhere. You can check on things or make changes even when you’re not at your desk.

In short, HoneyBook is a better choice than SuiteDash for many businesses. It’s especially good if you offer services and want better ways to manage clients and money. With HoneyBook, you get tools that are made to help your kind of business grow.

Key Features of HoneyBook

Here are the unique features of HoneyBook that cater to the needs of creative professionals.

Project Management: 

Easily organize and track projects from start to finish with task lists, timelines, and milestones. Keep your team on track, reducing missed deadlines and overlooked tasks.

Client Portal: 

Improve the client experience with a user-friendly portal. Clients can access project info, make payments, sign contracts, and communicate with your team, improving satisfaction and efficiency.

Client Management: 

Centralize client information, communication, and project details. Create and manage client profiles, track interactions, and maintain a comprehensive client history for personalized service.

Automation & Workflow: 

Improve efficiency by automating repetitive tasks like follow-ups and project updates. Use workflow templates to standardize processes and free up time for critical tasks.

Invoicing & Payment Processing: 

Simplify billing with branded invoices and online payments through various gateways. Set up recurring billing, payment schedules, and automated reminders to ensure timely payments and steady cash flow.

Reporting & Analytics: 

Gain insights into your business with detailed reports. Track revenue, project profitability, and client engagement metrics to make informed decisions and optimize operations.

Pros of HoneyBook

• Streamlines client interactions with integrated invoicing, contracts, and payments.
• Personalized client responses and lead identification.
• Improves client engagement with customizable services and e-signing.
• Ensures steady cash flow through automated recurring payments.
• Combines proposals, invoices, contracts, and payment options in one document.
• Manage your business on the go with mobile apps for Android and iOS.

Cons of HoneyBook

• Limited workflow automation options for complex business needs
• Email features can be confusing and unreliable
• Pricey annual cost, especially for small businesses

Pricing of HoneyBook

Starter Plan: $19/month (billed monthly) or $13.30/month for the first 3 months (billed annually)

Provides unlimited access to clients and projects, invoicing and payments, proposals and contracts, calendars, professional templates, client portals, and basic reporting features.

Essentials Plan: $39/month (billed monthly) or $27.30/month for the first 3 months (billed annually) 

Offers all Starter Plan features along with a scheduler, workflow automation, QuickBooks Online integration, support for up to 2 team members, expense management, profit and loss reporting, and removal of the ‘Powered by HoneyBook’ branding.

Premium Plan: $79/month (billed monthly) or $55.30/month for the first 3 months (billed annually) 

Offers all Essentials Plan features, plus unlimited team members, priority support, multiple company support, onboarding specialists, and advanced reporting (coming soon).

What Users Say About HoneyBook?

Review on G2: 4.5 out of 5

“HoneyBook is almost perfect”

What do you like best about HoneyBook?

The interface is super easy to navigate. You can get pretty creative with templates and such to interface really well with your branding.

What do you dislike about HoneyBook?

Some things that seem so simple…. are overly complicated. Also, I would love it if there was more integration with my website. For instance, I wish that I could have a price page embedded (from HB) on my website that the clients could use.

Another thing would be an easier way to accept alternative payments.

Mostly it is very good but some things could be streamlined.”- Diane S.

Is HoneyBook Better Than SuiteDash?

HoneyBook works well for small service businesses that find SuiteDash too complicated. It focuses on important tasks like creating good-looking proposals and managing clients easily. If you want a simple tool that’s easy to use, HoneyBook might be a good choice for you.

SuiteDash, on the other hand, is better for businesses that need to do more than just manage clients. You can change a lot of things in SuiteDash to fit your needs. It has more features that can handle different types of work. If your business needs many different tools in one place, SuiteDash could be the right pick for you.

Think about what your business needs most. If you want something simple and focused on client work, try HoneyBook.

5. Clinked

Best for businesses wanting a secure, customizable white-label client portal

Clinked offers a simple way to collaborate with clients, while SuiteDash can make things more complicated. Clinked gives you a special client area that aligns with your brand. SuiteDash doesn’t have this feature, which can make your business seem less polished.

When it comes to working together on files and tasks, Clinked makes it easy. You can share files, collaborate on documents together, and manage tasks all in one place. SuiteDash offers some of these tools, but they’re not as well organized or easy to use.

One positive aspect of Clinked is that it takes security seriously. It uses strong protection for your data and offers extra security steps like two-factor authentication. 

Clinked lets you set up custom web addresses and even mobile apps for your clients. Meanwhile, SuiteDash doesn’t offer these options, which might make it harder to create a unique experience for your clients.

Both tools help you manage client work, but Clinked focuses more on making it easy to work with clients. SuiteDash tries to do more things, which can make it harder to use just for client work.

Key Features of Clinked

Here are the key features of Clinked that make it an excellent choice for SuiteDash alternative

White-label Branding: 

Customize your client portal with your own domain, logo, and branding elements. This creates a seamless, professional experience that aligns with your company’s identity and reinforces your brand’s presence.

Task & Project Management: 

Manage projects and tasks with customizable workspaces and Kanban boards. Assign responsibilities, set deadlines, track progress effectively, and ensure everyone is on the same page with project goals.

Calendar & Scheduling: 

Share calendars, schedule meetings, and manage appointments within the platform. Synchronize with external calendars for streamlined scheduling and never miss an important meeting or deadline.

Audit Trail & Reporting: 

Track user activity comprehensively and generate detailed reports on document access, edits, and other actions. Ensure accountability, maintain compliance, and gain insights into user interactions.

Security & Compliance: 

Ensure data protection with bank-grade encryption, two-factor authentication, and user-based permissions. Meet industry standards with ISO 27001 and GDPR compliance, and safeguard your client’s data effectively.

Pros of Clinked

• Offers a highly customizable white-label solution, maintaining consistent brand identity for clients.
• Provides security features including bank-grade encryption and ISO 27001 certification.
• Offers comprehensive audit trail and reporting features, ensuring transparency and accountability.
• Provides flexible hosting options including public cloud (AWS) or private cloud.

Cons of Clinked

• Clinked can be relatively expensive compared to other platforms, although it offers a wide range of features.
• Slow server response when uploading large files

Pricing of Clinked

Lite: $95/month (billed annually) or $119/month (billed monthly)

Supports 100 members and includes 100 GB of storage, a white-label portal, files and notes management, and full-text search capabilities.

Standard: $239/month (billed annually) or $299/month (billed monthly) 

Supports 100 members and provides 1 TB of storage. Includes all Lite Plan features, plus tasks, a shared calendar, discussions, real-time chat, a custom domain, and an audit trail.

Premium: $479/month (billed annually) or $599/month (billed monthly) 

Supports 250 members and offers 3 TB of storage. Includes all Standard Plan features, plus white-label email notifications, custom domain file uploads, document watermarking, and a Kanban board..

Enterprise: Contact for pricing 

1000+ members, 5 TB+ storage, all Premium features plus white-label mobile app, active directory & SSO, response and uptime SLAs, customer success manager.

What Users Say About Clinked?

Rating on Capterra: 4.9 out of 5

“Great product for a customer CRM for Web Design

Overall: It’s a great software that allows me to white label everything and make it my own.

Pros: I got this as an Appsumo deal so the price was hard to beat. They update semi-often. It is easy for a customer to start tasks for me and to send me documents and images.

Cons: A bit expensive if you do not buy it as a lifetime deal.” –Josh C.

Is Clinked Better Than SuiteDash?

Clinked takes the cake over SuiteDash for businesses laser-focused on client collaboration. Its white-label client portal, document management, and bank-grade security make it the top pick for companies handling sensitive client information.

Nonetheless, SuiteDash remains the better choice for those needing a more comprehensive business management tool. Its broader feature set, including project management and invoicing, provides a more well-rounded solution for diverse business needs.

6. Plutio

Great for solopreneurs and small teams requiring an all-in-one business management solution

Let’s start with Plutio and the issue it fixes that SuiteDash users often face – it’s easier to use. If you’re a solo business owner or have a small team, Plutio gives you all the tools you need without being confused.

SuiteDash can make project management a little complicated. But Plutio makes it simple. You get easy-to-use tools for managing tasks and tracking time. This helps you keep your work organized and check how productive you are.

Plutio also solves the communication problems that SuiteDash has. It comes with its own chat feature and a special area for clients. This means all your communication with clients stays in one place, making your work smoother.

When it comes to customization for your brand, Plutio does better than SuiteDash. You can customize Plutio to match your business. This helps you look more professional to your clients.

Plutio is great at handling proposals and contracts. SuiteDash users often find these hard to do. But with Plutio, it’s easy to make, send, and get approval for professional documents.

Plutio also has tools for tracking time and sending bills. This helps with money management, which SuiteDash isn’t great at. You can easily keep track of your work hours and get paid for them.

Key Features of Plutio

Explore the versatile features of Plutio that help streamline business management.

Time Tracking: 

Monitor billable hours, manage team timesheets, and generate detailed reports for accurate billing and cost analysis. This ensures precise client billing and cost tracking.

Invoicing & Payments: 

Create professional invoices with customizable templates. Set up recurring billing, manage multiple currencies, and accept online payments for streamlined financial operations. This makes managing your finances easier and more efficient.

Client Management: 

Centralize client information and communication in one place. Create client portals for secure file sharing, messaging, and project collaboration. This makes it easier to manage client interactions and keep everything organized.

Form Building: 

Construct custom forms for data collection, client onboarding, and feedback. Integrate payment collection and signature fields for comprehensive information gathering.

File Management: 

Organize files with projects and people folders. Share files securely with clients and team members, with options for public viewing when needed. This keeps your documents organized and accessible.

Contract Management: 

Create and manage contracts with electronic signature capabilities. Implement dynamic content and multi-signatory support for flexible agreement processes. This simplifies the contract creation process and ensures everything is signed and in order.

Inbox & Communication: 

Centralize team and client communication with direct messaging and channel creation. Convert messages to tasks for efficient workflow management. This keeps all communication in one place and helps you stay on top of your tasks.

Pros of Plutio

• Provides a highly customizable interface, allowing businesses to tailor the platform to their needs.
• Offers real-time collaboration tools, enhancing team productivity and client communication.
• Supports multiple project views, catering to different management styles and project types.
• Provides localization support for 25+ languages, facilitating global business operations.
• Offers a flexible pricing structure with add-ons, allowing businesses to pay only for needed features.
• Integrates multiple business functions, reducing the need for separate software subscriptions.

Cons of Plutio

• Slow bug fixes and inconsistent communication from the support team
• Proposals are sluggish to edit, hampering efficiency
• The overabundance of features can be confusing for new users

Pricing of Plutio

Solo Plan: $19/month (billed monthly) or $15/month (billed annually) Up to 3 clients, no contributors included, core features like project management, invoicing, and task tracking.

Studio Plan: $39/month (billed monthly) or $29/month (billed annually) Unlimited clients, 10 contributors included (up to 50 more at $5/month per extra contributor), white-label feature available as an add-on.

Agency Plan: $99/month (billed monthly) or $79/month (billed annually) Unlimited clients, 30 contributors included (up to 100 more at $5/month per extra contributor), white-label and Single Sign-On features included.

What Users Say About Plutio?

Rating on Capterra: 4.6 out of 5

“Not bad for a project management tool for freelancers”

Overall: I got this tool from a lifetime deal promo so I try to make the most out of the initial investment.

Pros: I like that you can do pretty much everything with it in terms of tracking time, project management, inviting clients to collaborate, and managing your calendar.

Cons: A little expensive compared to other tools in the market with very similar and more developed features.”-Monnel E

Is Plutio Better Than SuiteDash?

Plutio works well for creating a good experience for clients. It puts project management, invoicing, and client communication all in one place. This makes it easier for freelancers and small agencies to run their businesses smoothly. If you want a tool that helps you manage all parts of your client’s work in one place, Plutio might be a good choice for you.

SuiteDash, however, is better for bigger businesses with more complex needs. You can change more things in SuiteDash to fit your specific way of working. It also has more advanced ways to make tasks happen automatically. If your business is growing and you need a tool that can handle many different types of work, SuiteDash could be the right option for you.

Think about the size of your business and what you need to do every day. If you’re a freelancer or small agency looking for an easy-to-use tool that does it all, try Plutio. If you have a larger business and need more control over how your tools work, SuiteDash might be better for you.

7. Accelo

Optimal for service businesses focusing on profitability and end-to-end client work management

Accelo brings together all your business tasks in one place. It handles sales, projects, support, and billing in a single system. This makes it easier to manage everything about your business.

SuiteDash, on the other hand, keeps these tools separate. This can make it harder to see how different parts of your business work together.

When it comes to projects, Accelo visualizes what’s happening right now. You can see which projects are at, the revenue they are earning, and who is assigned to what task. SuiteDash has a lack in this project management. Many users find it hard to get a clear picture of their projects with SuiteDash.

Accelo is also better at keeping track of clients. It records all your interactions with clients, from the first hello to ongoing support. This helps to cater to client relations. SuiteDash doesn’t track client relationships as closely.

Many businesses find it hard to create invoices with SuiteDash. Accelo makes this easier by tracking time and making invoices automatically. This saves you time and helps avoid mistakes in billing.

As your business grows, Accelo can grow with you. It works well for small teams and big agencies alike. 

Lastly, Accelo gives you more information about how your business is doing. You can make custom reports and see detailed financial data. SuiteDash doesn’t offer as many insights.

In the end, both tools have their strengths. If you need a tool that does it all and can grow with your business, Accelo might be better. But if you want something simpler and don’t need all these features, SuiteDash could still work for you.

Key Features of Accelo 

Check out the features of Accelo designed to enhance productivity and workflow.

Project Management: 

Plan and execute projects with milestones, tasks, and checklists. Use project templates for consistency and efficiency. Implement adaptive scheduling with automated rules to optimize resource allocation, ensuring projects stay on track.

Retainer Management: 

Efficiently manage ongoing client relationships with smart task scheduling for retainers. Track retainer budgets and timelines in real time. Allocate time and value from projects to retainers seamlessly, keeping everything organized.

Time Tracking & Billing: 

Automate time logging across projects, retainers, and support tickets. Define role-based billable rates and forecast profitability. Generate invoices based on tracked time or project progress, simplifying your billing process.

Ticketing & Support: 

Manage client support with custom ticket categories, priorities, and resolutions. Track ticket age and time spent for efficient issue resolution. Integrate ticketing with project management for comprehensive service delivery, ensuring no issue goes unresolved.

Resource Management: 

Optimize team utilization with workload forecasting and capacity planning tools. Allocate resources effectively across projects, retainers, and support activities, maximizing efficiency and productivity.

Reporting & Analytics: 

Generate comprehensive reports on client profitability, team performance, and revenue forecasts. Use customizable dashboards for real-time insights into business operations, helping you make informed decisions.

Automation & Workflows: 

Create custom workflows and triggers to automate repetitive tasks and processes. Enhance efficiency and consistency across sales, project management, and support activities, freeing up your time for more important tasks.

Pros of Accelo 

• Offers end-to-end client work management, from sales to project completion and billing.
• Provides automated time logging across projects, retainers, and tickets, improving accuracy and efficiency.
• Supports multiple quoting options (fixed, variable, mixed), catering to diverse business needs.
• Offers real-time budget and timeline tracking for retainers, enhancing resource management.
• Provides detailed analytics on client profitability, team performance, and revenue forecasting.
• Integrates seamlessly with popular accounting software like QuickBooks Online and Xero.

Cons of Accelo 

• The mobile app lacks management features
• Pricing structure may be challenging for small businesses
• Customer support responses can be disorganized and slow

Pricing of Accelo (Contact for pricing)

Professional

Includes client project management, sales management, quoting, time tracking, invoicing, and financial insights.

Business

All Professional features plus client retainer management, ticketing, shared request inbox, expenses and materials tracking time approvals, and unlimited client portal users.

Advanced

All Business features plus advanced custom workflows, triggers, and automation, smart scheduling and utilization, adaptive project scheduling, client asset management, and advanced reporting users.

Elite

All Advanced features plus role-based user pricing, divisions module, unlimited collaborator users, SAML/SSO, premium support with SLAs, and a dedicated account manager.

What Users Say About Accelo?

Rating on Capterra: 4.5 out of 5

“Pros: We love Accelo but for our small business it was too expensive. Time tracking, templates + client correspondence was incredible.

Cons: It was too expensive and hard to set up. A lot of features created a frustrated team.”- Jessica S.

Is Accelo  Better Than SuiteDash?

Accelo outperforms SuiteDash for service businesses focused on profitability.  It helps you track time, manage resources, and create financial reports. These tools show you how well your business is running and how much money you’re making.

SuiteDash is different. It’s good for businesses that need many tools in one place. It has a strong CRM system to manage client relationships. You can also change how it looks to match your brand.

If you want to focus on making your business more profitable, go with Accelo. It gives you the information you need to improve your business.

Choose SuiteDash if you want to manage client relationships and change how your tools look. It offers more features that can help with different parts of your business.

8. Asana

Perfect for businesses prioritizing intuitive, user-friendly project management

Asana makes project management easier, while SuiteDash can make it more complicated. Asana’s clean design helps you track tasks without getting confused, whereas SuiteDash’s layout often leaves users feeling lost.

When it comes to teamwork, Asana excels. It lets team members chat about tasks and projects in real-time, keeping everyone in the loop without needing to switch between different apps. SuiteDash lacks these tools, which can slow down collaboration.

Asana offers more ways to visualize your projects than SuiteDash. You can see your tasks as a list, on a board, in a timeline, or on a calendar. SuiteDash doesn’t provide as many options, making it harder to understand your project at a glance.

Asana also helps teams set and track goals effectively. It’s easy to see how your daily work fits into larger team objectives. SuiteDash users often find it difficult to see this big picture, which can make it tougher to stay motivated and on track.

Additionally, Asana provides insightful reports about your projects and team productivity. These reports help you make better decisions about your work. SuiteDash doesn’t offer as much in terms of reporting, leaving you guessing about your progress.

In the end, Asana is a great choice if you want a tool that’s easy to use and improves team collaboration. It’s especially useful for setting clear goals and tracking progress. SuiteDash might still work for you if you need other features that Asana doesn’t offer.

Key Features of Asana

Discover how Asana’s features can elevate your project management and collaboration efforts.

Task & Project Management: 

Create and organize tasks within projects using multiple view options like list, board, timeline, and calendar. Set due dates, assign tasks, and add custom fields for detailed work management, ensuring everything stays on track.

Team Collaboration: 

Facilitate teamwork with in-app messaging, task comments, and @mentions. Share files and updates easily to keep everyone aligned and informed, enhancing team communication.

Goals & Objectives: 

Set and track team and company-wide goals. Link projects and tasks to overarching objectives for clear alignment and progress tracking, helping your team stay focused on priorities.

Timeline & Dependencies: 

Visualize project schedules with Gantt-style timelines. Set task dependencies to manage complex project workflows and identify potential bottlenecks, ensuring smooth project execution.

Forms & Intake Process: 

Create custom forms for work requests, feedback collection, and project initiation. Streamline the intake process and ensure all necessary information is captured, simplifying your workflow from the start.

Portfolio Management: 

Group related projects into portfolios for a high-level view of initiatives. Track progress, identify risks, and manage resources across multiple projects simultaneously, ensuring nothing falls through the cracks.

Advanced Search & Reporting: 

Utilize powerful search capabilities to find tasks, projects, and conversations quickly. Generate custom reports to analyze productivity trends and project performance, helping you stay on top of your game.

Pros of Asana

• Connects strategic goals to daily tasks, ensuring alignment across the organization.
• Offers AI-powered features for increased efficiency in task management and reporting.
• Provides multiple project views, catering to various team preferences and project types.
• Supports workflow automation and process standardization, increasing overall productivity.
• Offers enterprise-grade security features, ensuring data protection and compliance.

Cons of Asana

• Important notifications often get lost in crowded inboxes
• Limited features for managing recurring tasks effectively
• Lacks advanced project management tools like critical path analysis

Pricing of Asana

Premium: $10.99/user/month (billed annually) or $13.49/user/month (billed monthly) 

All Basic features plus timeline, dashboards, advanced search and reporting, custom fields, forms, rules, and milestones.

Business: $24.99/user/month (billed annually) or $30.49/user/month (billed monthly) 

All Premium features plus portfolios, goals, workload, proofing, forms branching & customization, and advanced integrations.

Enterprise: Contact for pricing 

All Business features plus advanced security, data export and deletion, custom branding, priority support, and user provisioning.

What Users Say About Asana?

Rating on Capterra: 4.5 out of 5

“Overall: generally once you get to grips with creating tasks and then subtasks and dependents it’s extremely powerful and great for project management once you set the project up!

Pros: simple to use and set tasks quickly, add job notes and files, the ability to send a task from other platforms – Slack, Email, etc

Cons: start and end dates are the options for the tasks this doesn’t always coincide for large jobs where you want to specify a day to do the job within that period without using a sub-task within the task. with this it sits in your overdue tasks when in reality it’s not always overdue if its a task for multiple days.” –Adam S.

Is Asana Better Than SuiteDash?

Asana beats SuiteDash in the realm of pure project management. Asana is great for managing projects. It’s easy to use and helps teams work together well. You can view tasks in different ways, which makes it flexible.

SuiteDash is different. It does more than just manage projects. It also helps you handle client relationships, send invoices, and give clients their own space to see things.

If you mainly need to manage projects, go with Asana. It’s made just for that and does it very well.

Choose SuiteDash if you want one tool to do many things for your business. It can help you manage projects, clients, and money all in one place.

9. ClickUp

Ideal for teams wanting a highly customizable workspace with powerful automation

ClickUp simplifies project management and teamwork more effectively than SuiteDash. It’s easier to learn and offers various visualization options like lists and charts, helping team members work their way. SuiteDash lacks these options, making it harder for some users.

It’s also better for team communication. You can communicate in real-time. With SuiteDash, people often say their messages are scattered, making it hard to keep track of things.

One big plus for ClickUp is that you can change the visuals to fit your needs. You can set up your workspace how you like, add custom fields, and automate some tasks. SuiteDash isn’t as flexible, which can be frustrating if you need to work in a specific way.

When working on big projects, ClickUp remains smooth and fast. While using SuiteDash we found it slows down when handling many clients or complex projects. This can waste time and cause frustration.

Lastly, ClickUp gives you better insights into keeping track of time and at which stage your projects are. These reports can help you work smarter and make better decisions. SuiteDash doesn’t offer as much in this area, which can make it harder to improve your work.

Key Features of ClickUp

Let’s take a closer look at the features that make ClickUp a powerful SuiteDash alternative.

Task Management: 

Create, assign, and track tasks with detailed descriptions, custom fields, and subtasks. Set priorities, due dates, and dependencies for comprehensive task oversight, ensuring nothing slips through the cracks.

Docs & Wikis: 

Collaborate on documents and create knowledge bases within the platform. Use real-time editing and versioning to maintain up-to-date team documentation, keeping everyone informed.

Automation & AI: 

Streamline workflows with customizable automation. Leverage AI-powered features for task management, writing assistance, and productivity enhancement, boosting your team’s efficiency.

Goals & Portfolios: 

Set and track team and company objectives. Group related projects into portfolios for high-level progress monitoring and strategic alignment, keeping your goals in sight.

Team Collaboration: 

Enhance teamwork with comments, @mentions, and file-sharing capabilities. Use collaborative whiteboard features for brainstorming and visual planning, fostering a collaborative environment.

Custom Fields & Statuses: 

Create custom fields and statuses to match your unique workflow. Tailor ClickUp to your specific business processes and terminology, making it fit your team’s needs perfectly.

Pros of ClickUp

• Offers extreme flexibility to customize workflows for any team or project type.
• Provides a unified platform replacing multiple apps, reducing software costs and complexity.
• Supports real-time document editing and collaboration, enhancing team productivity.
• Offers advanced security features and compliance with industry standards like SOC 2 and HIPAA.
• Provides multiple view options for tasks and projects, catering to different management styles.

Cons of ClickUp

• Adding new tickets or cards can sometimes experience delays, and occasionally newly added cards may get lost.
• There can be issues filtering tickets by assignee, and attaching files to tickets can be problematic.
• Despite offering numerous functions, the presentation and accessibility of these features are not always intuitive.

Pricing of ClickUp

Unlimited: $7/member/month (billed monthly) or $5/member/month (billed annually) 

Includes unlimited storage, integrations, dashboards, and custom fields, plus Gantt charts, time tracking, and resource management.

Business: $12/member/month (billed monthly) or $10/member/month (billed annually) 

Offers all Unlimited Plan features, with additional workload management, custom exporting, advanced automation, and team sharing capabilities.

Enterprise: Contact for pricing 

Includes all Business Plan features, plus advanced permissions, single sign-on, contract review, and enterprise API.

What Users Say About ClickUp?

Rating on G2: 4.7 out of 5

“What do you like best about ClickUp?

Click-up is very easy for users to customize, offering the option to maintain multiple finely tuned spaces for tasks. We use it for maintaining creative content, a sales segment, our promotional schedule, etc. It was one of the best systems we could find for Hygraph integration, and we use it 5-7 days/week amongst several users.
What do you dislike about ClickUp?

ClickUp sometimes does not store data that’s been entered into fields–for example: I can enter a date into a text field but it won’t remain there and will default to whatever was there before. It can be frustrating and lead to a sense of unreliability.”- Lea M.

Is ClickUp Better Than SuiteDash?

Absolutely, ClickUp outshines SuiteDash when it comes to versatility in project management. Its customizable views, extensive integrations, and AI-powered features offer a more flexible and modern approach to organizing work across teams of all sizes.

That said, SuiteDash still holds its own for businesses seeking an all-in-one solution. Its built-in CRM and white-label client portal give it an edge for companies prioritizing client management alongside project tracking.

10. Dubsado

Ideal for creative professionals seeking automated client workflows and branded experiences

Dubsado makes client management easier than SuiteDash. It’s designed for freelancers and small agencies who need simple but powerful tools. SuiteDash, in comparison, can feel more complex and harder to navigate.

When it comes to creating proposals, Dubsado offers more options than SuiteDash. You can make professional-looking proposals that represent your brand. Many SuiteDash users find it hard to create proposals that look good as good and professional. 

Dubsado is better at automating tasks than SuiteDash. You can set up workflows that handle repetitive work for you. This lets you focus on more important tasks. SuiteDash has some automation features, but they’re not as advanced as Dubsado’s.

We found Dubsado’s portal easier to use than SuiteDash’s. It’s simpler to navigate, which means your clients can find what they need without getting confused. This can lead to better client relationships.

For contracts and invoices, Dubsado performs better than SuiteDash. It’s easy to get contracts signed and payments made. While using SuiteDash we often struggled with these tasks, but Dubsado makes them straightforward.

While SuiteDash tries to offer many different features, Dubsado focuses on what service-based businesses need most. This means you’re not paying for tools you won’t use. 

Key Features of Dubsado 

Uncover the standout features of Dubsado that help simplify and automate your business processes.

Client Management: 

Keep your client information in one place, including detailed profiles, communication history, and project tracking. This centralization ensures organized and efficient interactions with all necessary information at your fingertips..

Invoicing & Payments: 

Generate professional invoices, set up payment plans, process payments, and track transactions. Automate recurring billing to save time and ensure consistent revenue flow.

Lead Capture & Forms: 

Create customized forms for capturing leads, collecting feedback, or gathering project details. These forms streamline information collection and can trigger automated follow-up actions, improving efficiency.

Scheduling: 

Allow clients to book appointments online with customizable availability settings. Calendar integration prevents double-booking and simplifies the scheduling process for you and your clients.

Client Portal: 

Offer clients a secure, personalized portal where they can access important documents, make payments, and track project progress. This feature boosts client satisfaction by providing transparency and easy access to essential information.

Proposals & Questionnaires: 

Create and send tailored proposals and questionnaires to prospects and clients. This functionality streamlines the sales process and helps in gathering critical project information, facilitating better preparation and client engagement.

Pros of Dubsado

• Combines client management, invoicing, and scheduling in one platform, reducing the need for multiple tools.
• Allows for “smart” automated workflows that feel tailored to each client.
• Client portals and customizable forms create a polished, professional impression.
• Offers features like payment plans and financial reporting for better business insights.
• Templates, recurring invoices, and automated reminders help streamline repetitive tasks.

Cons of Dubsado

• Workflows can be confusing and potentially risky to set up
• No mobile app, making on-the-go management difficult
• The auto-billing system is difficult to use.

Pricing of Dubsado

Starter Plan: $20/month (billed monthly) or $200/year ($16.67/month billed annually) 

It includes unlimited projects and clients, email integration, invoicing and payment plans, form and email templates, client portals, calendar connection, one active lead capture form, and contracts with e-signatures.

Premier Plan: $40/month (billed monthly) or $400/year ($33.33/month billed annually) 

Includes all Starter Plan features plus unlimited active lead capture forms, bookkeeping integration, scheduling, automated workflows, public proposals, Zapier integration, and priority support.

What Users Say About Dubsado?

Rating on G2: 4.2 out of 5

“Great Great Customer Service. Features May Require Workarounds”

What do you like best about Dubsado?

Dubsado has a very responsive, helpful, and informative customer service team. They respond quickly within business hours and always within a reasonable time frame without outside business hours. They work with you to solve your problem with communication, screenshots, or whatever is necessary

What do you dislike about Dubsado?

If you’re looking for Dubsado to work for an email campaign, it’s not really what it’s set up for. Its workflows do not work well for a drip campaign with triggers that we would normally see or ‘if-then” type modeling.”- Michelle R.

Is Dubsado Better Than SuiteDash?

Dubsado beats SuiteDash for solopreneurs and small creative businesses. Its intuitive interface, customizable client workflows, and integrated scheduling tools offer a more streamlined experience for managing client relationships from start to finish.

However, SuiteDash still reigns supreme for larger teams or businesses with complex operational needs. Its more extensive customization options and broader feature set provide the scalability that growing companies often require.

11. Copilot

Excellent for professional services looking to automate workflows and enhance client experience.

Unlike SuiteDash’s broader approach, Copilot is a newly developed platform tailored specifically for professional service businesses. This focused design enables Copilot to meet the unique needs of service providers more effectively.

Unlike SuiteDash’s broader approach, Copilot is a newly developed platform tailored specifically for professional service businesses. This focused design enables Copilot to meet the unique needs of service providers more effectively.

Billing clients and receiving payments are seamless with Copilot. Its well-integrated billing and payment features solve a major challenge that many SuiteDash users encounter with invoicing processes.

While SuiteDash’s interface can be complex, Copilot maintains simplicity without compromising functionality. Its user-friendly design benefits both internal teams and clients, potentially enhancing user experience and client satisfaction.

As your business grows, Copilot can grow with you. It works well whether you’re working alone or have a team. 

Both tools help manage projects, but Copilot presents a more contemporary and streamlined alternative to SuiteDash. Copilot focuses on helping businesses grow, making it a potentially suitable option for businesses of all industries.

Key Features of Copilot

Take a look at the impressive features of Copilot that can enhance your business operations and client interactions.

Client Management: 

Handle client interactions, onboarding, communication, and file sharing efficiently with a centralized platform. This tool ensures all client activities are organized and accessible.

White-label Client Portal: 

Provide a fully customizable client portal that mirrors your brand’s identity. Clients can access project info, files, and communicate seamlessly, without external branding.

Workflow Automation: 

Design automated workflows that use triggers, actions, and conditional logic to handle repetitive tasks. This feature helps streamline processes, reduce manual intervention, and improve operational efficiency by automating routine activities.

File Sharing & Storage: 

Store and share files securely with clients, with storage options ranging from 50GB to 10TB depending on your plan. This ensures that important documents are easily accessible and protected as your business grows.

Security & Compliance: 

Ensure the protection of your data with industry-leading security practices. Higher-tier plans offer optional HIPAA compliance, providing additional safeguards for sensitive information and ensuring adherence to relevant industry standards.

User Management: 

Control internal user access and set client permissions with higher-tier plans. This feature helps in managing who can view or edit information, ensuring that data security is maintained while facilitating efficient teamwork and client interactions.

Pros of Copilot

• Offers a white-label, brandable interface for client interactions.
• Plans can accommodate from 50 to 10,000 clients with increasing storage capacity.
• Supports various payment methods and subscription management.
• Offers HIPAA compliance options for businesses in regulated industries.
• Provides controls for internal users and client access permissions.
• Features built-in messaging and knowledge base functionalities.

Cons of Copilot

• Limited customization options for individual client dashboards
• Lacks the ability to archive old projects or interactions
• No built-in text messaging feature for client communication

Pricing of Copilot

Starter: $39/month (billed monthly) or $29/month (billed annually) per internal user 

It supports up to 50 clients and provides 50GB of storage, along with core features for client management and automation.

Professional: $89/month (billed monthly) or $69/month (billed annually) per internal user 

It increases capacity to 500 clients and 500GB storage while adding features like custom domain support, API access, and enhanced automation capabilities.

Advanced: $139/month (billed monthly) or $119/month (billed annually) per internal user 

This tier supports up to 5,000 clients with 5TB storage and includes white-label options, HIPAA compliance, reduced payment processing fees, and priority support.

Supersonic: Custom pricing 

It supports up to 10,000 clients with 10TB storage and provides the highest API limits, lowest payment processing fees, multiple portal options, and a dedicated success manager.

What Users Say About Copilot?

Rating on Capterra: 4.9 out of 5

“Portal does make good portals. “

Pros: I liked the overall use of Portal once I had a good understanding of it.

Cons: Establishing what exactly we needed was a bit difficult because it wasn’t exactly what Portal is typically used for. I’m sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech-savvy, so I picked it up quickly, but training others to use it was tricky.” –Liz K

Is Copilot Better Than SuiteDash?

Copilot surpasses SuiteDash in delivering a modern, unified client experience. Its sleek, customizable client portal and automation capabilities make it the go-to choice for service businesses aiming to impress clients with a polished, professional interface.

Still, SuiteDash maintains an advantage for businesses requiring more extensive internal tools. Its broader range of features, including detailed project management and team collaboration tools, makes it a more comprehensive solution for managing both client-facing and internal operations.

Key Features to Consider While Choosing SuiteDash Alternative

When we were looking at SuiteDash alternatives, we quickly realized that not all platforms are created equal. Here are the key features we found crucial in my search:

Project and Task Management

Your project management tool should act like a personal assistant, not an additional chore. Kanban boards are incredibly intuitive for visualizing workflows. Check for features like task dependencies and progress tracking.

White-Labeling and Customization

Your brand’s first impression can make or break a deal. Customizing client-facing interfaces with your logo, brand colors, and a custom domain can significantly improve professionalism. 

Client Portal 

A well-designed client portal streamlines communication and project tracking. It allows clients to monitor progress, access files, and communicate with your team in one place, making them feel more involved and reducing time-consuming back-and-forth emails.

Invoicing and Payment Processing

Efficient financial transactions are vital. A platform with comprehensive invoicing, including estimates and recurring billing, simplifies financial operations. Supporting multiple payment gateways ensures client convenience and maintains steady cash flow.

Service Catalog and Order Management 

Having the ability to create and manage a detailed service catalog and streamline order processing is crucial. Look for tools that support efficient service listing and order fulfillment to enhance client experience.

Team Collaboration Tools 

Effective team communication is critical. Features like internal messaging and file sharing facilitate seamless collaboration. Poor communication can significantly impact business efficiency.

Automation and Workflow Tools 

Automation can save significant time and resources. Implementing trigger-based actions and automated client communications helps focus on business growth by reducing manual tasks.

Reporting and Analytics 

Make data-driven decisions with detailed reports and analytics. Insightful metrics on revenue, project performance, and client engagement can propel your business forward.

Pricing Structure 

Last but not least, consider the cost. Look for transparent pricing that aligns with your budget and offers good value. Flexibility in upgrading or downgrading can be a lifesaver as your needs change.

So, What’s The Best SuiteDash Alternative?

Agency Handy is the best SuiteDash alternative, offering a comprehensive suite of tools designed specifically for digital agencies. It simplifies client management, project workflows, and financial processes in one single hub. 

With features like service catalogs, visual task boards, client portals, and automated invoicing, Agency Handy empowers agencies to improve productivity and enhance client satisfaction.

Unlike SuiteDash’s broader approach, Agency Handy is designed exclusively for digital agencies, ensuring every feature aligns with agency needs. Its intuitive Kanban-style boards offer a more visual and flexible approach to project management compared to SuiteDash.

Agency Handy also offers more extensive options for creating personalized onboarding experiences for each client. And compared to SuiteDash pricing, Agency Handy’s pricing is more focused on user end and client management. 

Agency Handy includes round-the-clock support that gives it an edge over SuiteDash’s more limited support options. The 14-day free trial allows users to fully explore the platform without pressure.

Additional features like affiliate and coupon management help agencies manage promotions and partnerships more effectively. Agency Handy also caters to a global clientele with support for multiple languages. 

So, ready to give Agency Handy a whirl? Trust us, your future self will thank you!

Conclusion

Picking the right SuiteDash alternative is a big deal for your agency’s success. You’ll want to zero in on features that really matter—think robust client management, flexible workflows, and tools that scale with your projects. 

It’s all about finding a platform that smooths out day-to-day operations and ramps up how you communicate with clients.

Also, don’t forget to weigh the long-term benefits like cost, integrations, and potential for growth. A platform that’s easy to use and packed with the right features can seriously lift your team’s productivity and make your clients happier.

However, if you want the best pick among the alternatives, Agency Handy really stands out. It’s designed with agencies in mind and is super intuitive to use. Why not give their free 14-day trial a shot and see if it clicks with your agency’s needs?

FAQs

Can I migrate my data from SuiteDash to Agency Handy? 

Yes, you can migrate your data from SuiteDash to Agency Handy. Agency Handy offers migration assistance to help transfer your client information, projects, and other essential data. Contact their support team for detailed guidance on the migration process.

Does Agency Handy offer white labeling like SuiteDash?

Yes, Agency Handy provides white-labeling options similar to SuiteDash. You can customize the client portal with your brand colors, logo, and domain name. This feature helps maintain a professional appearance and consistent branding for your clients.

Can Agency Handy handle complex project management like SuiteDash? 

Yes, Agency Handy can handle complex project management tasks. It offers features like Kanban boards, task dependencies, and custom workflows. While its interface might be simpler than SuiteDash, it’s designed to manage intricate agency projects efficiently.