SuiteDash
SuiteDash is an all-in-one white-label SaaS platform that consolidates 16+ business tools (CRM, client portal, project management, invoicing, LMS, automation, secure messaging) for SMBs across multiple verticals on an unlimited-user pricing model.
- Company typePrivate
- Founded2012
- HeadquartersDurham, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What SuiteDash does
SuiteDash Services, LLC, founded in 2012 and headquartered in Durham, North Carolina, operates an all-in-one business software SaaS platform targeting small and medium-sized businesses. The platform consolidates 16+ pre-integrated modules — including CRM with sales pipelines, client portal with full white-labeling, project management, invoicing and recurring billing, e-signing, file exchange, secure messaging, LMS, email marketing, support tickets, community forums, and an integrated project calendar — into a single inter-automated system. Underlying technology includes a no-code visual automation builder, a dynamic block editor for content, an API for CRM data, and integrations with Stripe, Braintree, PayPal, Authorize.Net, Google Calendar, and multiple SMTP providers (Sendgrid, Amazon SES, MailGun, MailJet).
The company monetizes through three subscription tiers (START $19/mo, THRIVE $49/mo, PINNACLE $99/mo) with unlimited staff and clients across all plans, annual prepay options, and unique 100-year Century plans ($2,240–$6,840 one-time). Supplementary revenue streams include usage-based Deliverability and Hosted Video subscriptions, AI SuiteAi™ credits, additional storage ($5/mo per 250GB), and professional services (Wizarding Sessions, Sensei Kickstart). Go-to-market combines product-led growth (14-day PINNACLE-feature free trial, no credit card required), an SEO-led content strategy, peer-review platforms (1,200+ combined G2/Capterra reviews at 4.8–4.9 stars), a 48+ certified agency partner network spanning 13+ countries, and a Promoter affiliate program. SuiteDash is founder-owned and bootstrapped with no disclosed external funding, and is led by founder and CEO Mike Lambert.
SuiteDash firmographics
Firmographics- Name
- SuiteDash
- Legal name
- SuiteDash Services, LLC
- Website
- https://suitedash.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SuiteDash is an all-in-one white-label SaaS platform that consolidates 16+ business tools (CRM, client portal, project management, invoicing, LMS, automation, secure messaging) for SMBs across multiple verticals on an unlimited-user pricing model.
- Ownership category
- akta.pro rank
SuiteDash industry classification
Industry- Product category
- Client portal software / All-in-one business software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Managed DevOps / Platform Operations (Run & Operate) (BPAEAKAO)
Keywords
Where SuiteDash is headquartered
LocationHeadquarters
- HQ city
- Durham
- HQ country
- United States
- HQ region
- North America
Markets served
SuiteDash business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription Plans: Primary recurring revenue from three subscription tiers: START ($19/mo), THRIVE ($49/mo), and PINNACLE ($99/mo). Annual billing offers savings ($180/yr, $480/yr, $960/yr respectively). Century plans available ($2,240-$6,840 one-time). All plans include unlimited users (clients and staff).
- Service Subscriptions: Add-on services for usage-based needs: Deliverability Subscription ($20/mo for 10,000 email sends/month), Hosted Video Subscription (tiered pricing), SuiteAi™ Credits (credit-based AI usage). These pass through variable costs without markup.
- Professional Services - Onboarding: One-on-One Wizarding Sessions ($50/session) and Sensei Kickstart service ($299) provided by certified agency partners for platform implementation, white-label branding setup, and onboarding workflow configuration.
- Additional Storage: Additional storage available at $5/month ($60/year) per 250GB, stackable for unlimited additional storage needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | START - Foundational tools at $19/mo |
| Subscription | Monthly | THRIVE - Growth tools at $49/mo |
| Subscription | Monthly | PINNACLE - Premium all-in-one at $99/mo |
| Subscription | Monthly | Deliverability Subscription |
| Unit Pricing | Pay-as-you-go | Wizarding Sessions |
| One time/ perpetual license | Pay-as-you-go | Sensei Kickstart |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
SuiteDash product offering
Product offeringCore offering
SuiteDash is a cloud-based, all-in-one business SaaS platform that consolidates 16+ pre-integrated tools (CRM, client portal, project management, invoicing, file sharing, LMS, email marketing, e-signing, secure messaging, support tickets, community forums, and more) into a single 100% white-label system. The platform is sold on flat monthly/annual subscription tiers with unlimited clients and staff, and includes a no-code automation builder to inter-connect workflows across the customer lifecycle.
Product overview
SuiteDash is an All-in-One Business Software platform designed for small to medium-sized businesses, featuring a unified architecture that consolidates 16+ essential business tools into a single pre-integrated and inter-automated system. The core platform centers on the Client Portal Software with full white labeling capabilities, supported by interconnected modules including CRM + Sales Funnel Tool, Project Management & Invoicing, File & Document Sharing, Integrated Secure Messaging, Client Onboarding Automation, Estimates/Invoices & Recurring Billing, Learning Management System (LMS), Integrated Project Calendar, E-Signing/Contracts, Email & Drip Marketing, Support Tickets, and Interactive Community. Pricing operates on three tiers (START at $19/mo, THRIVE at $49/mo, PINNACLE at $99/mo) with unlimited users across all plans. Additional services include SuiteAi™ for AI content/image generation, Deliverability Subscription for enhanced email marketing, Hosted Video for LMS, and professional onboarding through Wizarding Sessions and Sensei Kickstart programs. The platform distinguishes itself through its unlimited pricing model, extreme white labeling, and native integrations with payment gateways (Stripe, Braintree, PayPal, Authorize.Net) and calendar tools (Google Calendar).
Differentiator
Problem solved
Functional benefit
Brands
- SU1TE: Profit tool offered by SuiteDash
Products and services
- Client Portal Software Secure, fully customizable white-label client portal with dynamic data dashboards, custom menus, drag-and-drop block editor, and template library; supports custom URL, logo, colors, and a white-label mobile app. Designed for SMBs and agencies that want to give clients a branded space to access files, invoices, tasks, and more.
- CRM + Sales Funnel Tool Automated CRM for managing client relationships, with deal stage pipelines, CRM Circles for assignment rules, company workflows, kickoff forms, trigger/action automations, and bulk data import/export. For SMB sales teams and agencies that need a single source of truth for contacts and deals.
- Project Management & Invoicing Software Project management module with sequenced templates, task generators, Kanban views, time tracking, billable-hour conversion, project dashboards, file management, and automated notifications. Targets service businesses that bill clients for projects and hours.
- File & Document Sharing Portal Secure file transfer and sharing with unlimited file sizes, folder generators, shared folders, file requests, versioning, ZIP download, password protection, and expiration settings. Used by agencies and professional services to exchange large files with clients.
- Integrated Secure Messaging HIPAA-compliant secure messaging with single and group message threads, canned responses, folder organization, and live chat; designed for healthcare, accounting, and other professionals handling sensitive data.
- Client Onboarding Automation Automated onboarding flows with kickoff forms, FLOWs for sequential task completion, checklists, a dynamic logic engine, and a no-code automation builder; supports decision-based routing and custom CSS styling for fully branded onboarding experiences.
- Estimates, Invoices & Recurring Billing End-to-end billing module including digital proposals, subscription plans, recurring invoices, installment payments, stored payment methods, and time tracking with billable-hour conversion; integrates with Stripe, Braintree, PayPal, and Authorize.Net.
- White Label Client Portal Solution
Quantifiable outcome
- Average 4.8/5 rating across G2 (595 ratings) and 4.9/5 across Capterra (607 ratings)
- +2 more outcomes
Companies that use SuiteDash
Customer profileNamed customers13 records
Segments9 records
Ideal customer profiles5 records
SuiteDash technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability3 records
Feature7 records
SuiteDash partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- StripecorePrimary payment gateway integration for processing client invoice payments, subscription charges, and storing payment methods. SuiteDash integrates with Stripe using merchant's own credentials for secure, tracked transactions.
- BraintreecoreAlternative payment gateway option for processing client invoice payments and subscription charges. Works alongside Stripe, PayPal, and Authorize.Net options.
- PayPalcorePayment gateway integration for one-time invoice payments. Note: PayPal does not support recurring subscription payments within SuiteDash.
- Authorize.NetcorePayment gateway integration option for processing client invoice payments with merchant's own credentials.
- Google CalendarcoreCalendar sync functionality allowing SuiteDash calendar events to synchronize with users' Google Calendar for unified scheduling.
- Agency Partner Networkcore48+ certified agency partners globally (North America, Europe, Africa, Asia, Australia, Latin America) who provide implementation, white-label setup, and consulting services to SuiteDash customers. Includes Sensei Certified and Validated partner tiers with multiple language support.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
SuiteDash competitors and assessment
Company assessmentEmerging players
- Wild Apricot: Wild Apricot is an emerging all-in-one membership management and client portal platform for associations, non-profits, and member-based organizations. It overlaps SuiteDash's community, portal, and member-management capabilities for that specific vertical.
- Kajabi: Kajabi is an emerging all-in-one creator platform covering courses (LMS), marketing, email, communities, and payments. It overlaps SuiteDash's LMS, email marketing, and community modules specifically for course creators and education-adjacent buyers.
Broad incumbents
- HubSpot: HubSpot is a broad incumbent SMB CRM, marketing, sales, and customer service platform with Hubs, free CRM, and tiered pricing. It is the most-funded direct competitor and competes on consolidation, automation, and increasingly AI-native features.
- ClickUp: ClickUp is a broad work management platform that has expanded into CRM, docs, whiteboards, and AI. While its core is project management, the 'one app to replace them all' positioning makes it a relevant incumbent competitor for SuiteDash's all-in-one angle.
- Zoho One: Zoho One is a broad incumbent all-in-one suite of 40+ business apps (CRM, finance, HR, marketing, projects, etc.) sold as a per-user bundle to SMBs and mid-market. It competes with SuiteDash on the integration and consolidation thesis but at a much larger scale and broader footprint.
Direct peers
- Dubsado: Dubsado is a direct SMB-focused client portal and business management suite for creatives and service providers. It overlaps SuiteDash almost entirely on CRM, client portal, contracts, invoicing, and automation, and competes for the same agency and freelance buyer.
- Bitrix24: Bitrix24 is a direct all-in-one collaboration and business management platform offering CRM, project management, documents, communications, and client portals. It targets the same SMB and small-team buyer with a similar consolidator value proposition.
- 17hats: 17hats is an SMB all-in-one business management platform covering contacts, proposals, contracts, invoicing, scheduling, and client portals. It targets the same solo-and-small professional services buyer as SuiteDash and competes head-to-head on workflow automation.
- HoneyBook: HoneyBook is a direct SMB client experience platform targeting creative entrepreneurs and service-based SMBs with proposals, contracts, invoicing, and client portal workflows. It is one of SuiteDash's most direct competitors for the creative-professional segment.
- Keap (Infusionsoft): Keap is a direct SMB CRM, marketing automation, and client management platform targeting consultants, coaches, and small professional services firms. It overlaps SuiteDash on CRM, automation, and invoicing with an automation-led positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SuiteDash social profiles
Digital presenceSuiteDash compliance and trust
Trust signalCompliance3 records
SuiteDash financial estimates
Financial estimateRevenue estimate
Valuation estimate
SuiteDash leadership team
Management profileNumber of profiles
Profiles1 record
SuiteDash funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SuiteDash M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SuiteDash
What does SuiteDash do?
SuiteDash is a cloud-based, all-in-one business SaaS platform that consolidates 16+ pre-integrated tools (CRM, client portal, project management, invoicing, file sharing, LMS, email marketing, e-signing, secure messaging, support tickets, community forums, and more) into a single 100% white-label system. The platform is sold on flat monthly/annual subscription tiers with unlimited clients and staff, and includes a no-code automation builder to inter-connect workflows across the customer lifecycle.
Is SuiteDash a public or private company?
SuiteDash is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SuiteDash founded?
SuiteDash was founded in 2012. It employs 11 to 50 people.
Where is SuiteDash based?
SuiteDash is headquartered in Durham, United States, in the North America region.
How does SuiteDash make money?
Four revenue lines are on record. SaaS Subscription Plans are the primary driver. The others are service Subscriptions, professional Services - Onboarding and additional Storage.
Who are SuiteDash's main competitors?
Emerging players on record are Wild Apricot and Kajabi. Broad incumbents are HubSpot, ClickUp and Zoho One. Direct peers are Dubsado, Bitrix24, 17hats, HoneyBook and Keap (Infusionsoft).
Does SuiteDash have an API?
Yes. SuiteDash provides API access for adding Companies and Contacts through multiple channels including manual entry, import, forms, or API. The API supports auto-adding CRM targets to email marketing drip campaigns, auto-assigning permissions to files/docs/pages using CRM Circles, auto-assigning companies to coordinators, auto-scheduling calendar follow-ups, and auto-generating projects using Project Generators and Task Templates. Import features include adding large batches of CRM entries with saved configurations, custom field data, and automation triggers during import.
What industry is SuiteDash in?
SuiteDash's product category is Client portal software / All-in-one business software. Its primary akta.pro industry code is BPAEAKAO, Managed DevOps / Platform Operations (Run & Operate). Its NAICS code is 54151 and its SIC code is 7372.