Home/Client Onboarding Software/SuiteDash/SuiteDash AlternativesUpdated on: December 9, 2022
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SuiteDash Fully integrated all-in-one client portal solution for your business

SuiteDash Alternatives and Competitors

(19 Alternatives found)
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Top 5 SuiteDash Alternatives

ConvergeHub - CRM Software
89%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

ConvergeHub

Indulge in steady growth with ConvergeHub
(37 Ratings)

ConvergeHub pricing: Lifetime deal starts at $199

What is ConvergeHub and how does it work?

ConvergeHub is an all-in-one CRM software that helps businesses to grow. This CRM software manages the end-to-end customer lifecycle. From cold prospects to happy customers for a lifetime, brand advocates, and beyond, ConvergeHub manages all customer information and activities from one place. Businesses can manage marketing, sales, customer services and billing on the go. ConvergeHub provides a 360-degree customer view and avoids duplicate data entry. Companies can empower their sales reps with the ConvergeHub Salesforce Automation system. It automates the monotonous activities connected with selling, thus allowing sales representatives to focus more on completing transactions. ConvergeHub's sales pipeline management and workflow automation technologies enable sales professionals to close more transactions in less time and with fewer clicks. The software further allows businesses to build and run automated campaigns across different channels such as social, email, and mobile to increase the chances of getting more leads. ConvergeHub CRM helps organisations to provide a more personalised experience, which improves customer support operations. show more

SuiteDash vs ConvergeHub | ConvergeHub Alternatives
vCita - Business Management Software
92%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

vCita

Expand your business with Vcita
(323 Ratings)

vCita pricing: Starts at $19.0.

What is vCita and how does it work?

Vcita is a user-friendly interface built to empower corporations in expanding their business environment and generate higher turnover compared to the past. With their highly equipped system software, they help their clients to carry out all necessary business activities and chores without any hassle. From attracting customers to tracking finances, they have it all covered. They help enterprises build lasting relationships with the help of client cards, a source to help you remember their details in every situation. You can also engage with online platforms such as telegram, Facebook, the web and get successful bookings from every possible platform. You can collect your payments like a pro with actionable bills and friendly debit reminders. You can also create interactive widgets and give promotions and coupons to the special clients who have been with you and make them feel valued. Upload your calendar with automated messages reminders and greet clients on time. Vcita offers new users a free trial and further on you can choose packages from the range of 19 dollars to 75 dollars monthly. show more

SuiteDash vs vCita | vCita Alternatives
Dubsado - Business Process Management Software

Dubsado

The next gen business optimization toolbox is here
(82 Ratings)

Dubsado pricing: Starts at $29.17.

What is Dubsado and how does it work?

Dubsado is an all-in-one business management application that lets you build relationships, organize appointments, and establish workflows to help you complete tasks faster. It enables the user to automate workflows and trigger operations like email sending, task completion, and invoice creation- all at a single place. Dubsado has questionnaires, contracts, subcontracts, proposals, and contact page forms in its user interface. This software helps with CRM, CMS, and process automation. Users can keep track of unpaid bills, profit margins, costs, and referral sources with Dubsado to keep on top of their financial health. You can also track and monitor how much revenue you've made so far and the amount you still owe to your clients. It allows customers to book directly on your website, allowing you to spend less time arranging and more time interacting with them. Users can also set monthly or yearly financial goals with Dubsado. show more

SuiteDash vs Dubsado | Dubsado Alternatives
Flowlu - Project Management Software
87%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Flowlu

A seamless management and collaboration software for all industries
(181 Ratings)

Flowlu pricing: Starts at $29.0. Offers Free-forever plan.

What is Flowlu and how does it work?

Flowlu is a business management software for companies of all sizes to help them run processes like customer relationship management, projects and finance tracking, all from a single platform. It gives users remote access to every project and tasks and enables them to organise, prioritise and harmonize easily. The software helps to reduce time by automating invoice and estimate processes. It reads through clear analysis and reports using graphical charts and data sets, manages multiple accounts, optimises expenses and increases profits. Flowlu helps users to find new opportunities and sales funnels and to stay on top of sales processes. It also works as a collaboration tool where team members can discuss projects, deals, tasks and connect with their customers, help them and share ideas. Users can create guides and help centres to provide useful information and the right solution to their teams and customers. show more

SuiteDash vs Flowlu | Flowlu Alternatives
HoneyBook - Business Management Software
95%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

HoneyBook

Managing business just got easier
(702 Ratings)

HoneyBook pricing: Starts at $39.0.

What is HoneyBook and how does it work?

HoneyBook is a client monitoring solution, helping out small businesses to book clients, manage individual projects, and send invoices to them. An end to end project tracking feature within the particular enables users to get multiple projects mapped and monitored from start to finish. Business houses get to sequence up personalized messages to individual clients, and get reminded of the due tasks by HoneyBook. They can also generate secure and safe online contracts for their clients with the particular solution, and get them signed as per the convenience of the latter. With HoneyBook, brands get to streamline fully-featured client meetings. HRs can configure the meeting schedule and medium as well. Managing payments from clients is no more a tedious task, as HoneyBook supports monetary transactions through credit, debit and bank transfers. The platform offers seamless integrations with other popular tools like Gmail, Google Calendar, Zapier, Quickbooks etc. Thus enhancing the efficiency levels of business process and project monitoring in real-time. show more

SuiteDash vs HoneyBook | HoneyBook Alternatives

Products Similar to SuiteDash

Plutio - Business Management Software
91%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Plutio

Manage your entire business through this all-in-one app
(258 Ratings)

Plutio pricing: Starts at $19.0. Offers Custom plan.

What is Plutio and how does it work?

Plutio is a business management software that allows one to run a business and get all the work done. This business management platform is designed to assist users to manage projects and track time, prepare proposals and invoices. With the help of this software, one can easily manage his or her projects simultaneously. Plutio helps users to stay organized so that they can concentrate on their tasks better. One can track his or her time from anywhere and also keep a tab on the time entries of others through a powerful time-sheet. Users get paid swiftly through PayPal and Stripe upon sending invoices to customers. One can create attractive business proposals through the software using the inbuilt drag and drop editor of Plutio. The integrated email and real-time messaging features of the software enable an individual to communicate with everyone in the business. One can add or invite people and collaborate in real-time with the powerful CRM of Plutio. Users can integrate Plutio with third-party apps or develop their own integrations using its Public API. show more

SuiteDash vs Plutio | Plutio Alternatives
Agile CRM - CRM Software
88%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Agile CRM

Gamification driven all-in-one CRM
(1,715 Ratings)

Agile CRM pricing: Starts at $9.99. Offers Free-forever plan.

What is Agile CRM and how does it work?

Agile CRM is a gamification-driven software that offers excellent customer relationship management functionalities as well. It can provide Marketing, Sales and Service automation in a single platform. The software comes featured with gamification features like collaboration tools, leaderboards or activity tracking and is perfectly suitable for sales. Free version and free trial of the software are available. It comes with three deployment options, which include Cloud, SaaS Web; Mobile - Android Native and Mobile-iOS Native. Besides gamification features, Agile CRM also features web analytics, contact management, telephony, sales tracking, marketing automation, two-way emails, etc. show more

SuiteDash vs Agile CRM | Agile CRM Alternatives
Zoho Books - Accounting Software
94%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Zoho Books

Ensures professionalism in your accounting books
(207 Ratings)

Zoho Books pricing: Starts at $15.0. Offers Free-forever plan.

What is Zoho Books and how does it work?

Zoho Books is a simple and affordable accounting software that specializes in keeping a detailed track of the cash flow of your business and helping you track your expenses and income. The software also provides you with multi-currency features that is helpful for an organization making transactions in multiple currencies across the globe. Zoho Books also offers professional invoice services along with a tax filing portal that allows you to directly file your returns. The software also provides other accounting services like Bank Reconciliation, and handling your general and accounts, letting you concentrate more on the core activities. show more

SuiteDash vs Zoho Books | Zoho Books Alternatives
HubSpot CRM - CRM Software
91%The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

HubSpot CRM

Solve your CRM functions for free
(10,374 Ratings)

HubSpot CRM pricing: Starts at $45.0. Offers Free-forever plan.

What is HubSpot CRM and how does it work?

A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. show more

SuiteDash vs HubSpot CRM | HubSpot CRM Alternatives
Rocketlane - Client Onboarding Software

Rocketlane

Built Better Customer Experiences
(38 Ratings)

Rocketlane pricing: Starts at $19.0. Offers Custom plan.

What is Rocketlane and how does it work?

Rocketlane software is a customer onboarding platform used to gain insights in real-time on all your projects’ progress. The software offers templates to customize logos and themes to experience between your portal and your brand. Collaborate with teams on tasks and documents with your customers. It integrates with Zapier, Salesforce, and more. Small, Medium companies make use of the software. show more

Rocketlane Alternatives
GuideCX - Client Onboarding Software

GuideCX

An Intuitive Client Onboarding Tool To Manage Customers And Teams
(163 Ratings)

GuideCX pricing: GuideCX Offers Custom plan.

What is GuideCX and how does it work?

GuideCX is a customer-centric project management software used for onboarding teams. It’s a smart solution that reduces go-time by nearly 30%. It works in a way that customers are kept in the loop thus improving satisfaction and outcomes. With the tool, teams know what needs to be done, who is accountable, and who needs help, while external customers know what to expect and with whom to communicate. It increases team efficiency and bandwidth, which leads to greater output and satisfaction. Users can map out their process and funnel pre-designed templates into a single project plan. It allows users to customize tasks to account for various stages as well. With the tool, users can white-label GuideCX’s product with their brand for customers, third parties, and vendors. Users can manage their expectations and workflow with automated communication making things simple. The tool provides insights into what’s happening with progress reports and automated email notifications. Users can analyze their project trends and optimize customer experience accordingly. show more

GuideCX Alternatives
Onboard.io - Client Onboarding Software

Onboard.io

Customer Onboarding made easier
(20 Ratings)

Onboard.io pricing: Starts at $149.0. Offers Custom plan.

What is Onboard.io and how does it work?

Onboard.io is a smart customer onboarding software solution developed to assist you in launching, organizing, automating, and managing client onboarding, from handoff to the launch. This software creates Maps (dynamic launch plans) based on varying client needs, saving time and resources and giving a genuinely tailored onboarding experience. With Onboard.io, internal and external stakeholders can operate off the same MAPS (dynamic launch plans), enabling end-to-end visibility, responsibility, and keeping everyone on the same page. It enables your team to deploy more customers quicker and with less effort because a large portion of the onboarding process is repeatable. You can reduce time-to-value and provide consistent, dependable service to customers with Onboard.io. Users can eliminate sub-par implementations, abandoned accounts, and costly delays that set clients up for failure by providing a simplified, collaborative, and straightforward procedure for their customers with Onboard.io. You can organize and manage all client segments' step-by-step tasks and provide links, videos, and necessary instructions in the work detail with Onboard. Additionally, the Onboard notification layer offers invites to participate, nudges to accomplish tasks, and summaries of the newest changes. show more

Onboard.io Alternatives
Quenza - Client Onboarding Software

Quenza

Increase client engagement and maximize unique
(0 Ratings)

Quenza pricing: Starts at $41.0.

What is Quenza and how does it work?

Get clients engaged between sessions and actually do the work. Save time that could spend with clients instead of admin or paperwork. Grow practice beyond one-on-one sessions with own programs and groups.

Quenza Alternatives
CrowdSync - Client Onboarding Software

CrowdSync

Onboard customers with CrowdSync
(0 Ratings)

CrowdSync pricing: Starts at $49.0.

What is CrowdSync and how does it work?

CrowdSync is an onboarding platform that frees businesses of manual tasks and helps them generate different sequences, accordingly. These sequences can then be put into autopilot as per need. The task of onboarding can be daunting. With back and forth attachments, emails, keeping a track of everything requires time and energy. In such a scenario, CrowdSync comes into play. It helps businesses build user-friendly sequences, eliminating manual work and giving customers a consistent and world-class introduction to the company. No matter how complex or simple the onboarding process is, with this platform users can easily customise those processes and proceed as per needs. From sending emails to help people until the advanced stage, CrowdSync can be trusted with everything. The platform further allows users to share a link to their workflow as well as add customers, manually or programmatically via Webhook. CrowdSync also enables companies to onboard customers without micromanaging anything. Moreover, with this platform, one can add tags and notes to people, organising them in separate processes. show more

CrowdSync Alternatives
ClientVenue - Client Onboarding Software
(0 Ratings)

ClientVenue pricing: Starts at $12.0.

What is ClientVenue and how does it work?

ClientVenue software is a platform for agencies to handle their client requests, teams, billing and so much more. The software offers tools to manage Onboarding to self serve and prevent project delays from happening. Build portal experience with services and show it up to customers. Connect with all popular payment platforms, and automate invoicing and bill collection. show more

ClientVenue Alternatives
Product Fruits - Client Onboarding Software

Product Fruits

Experience the joy of great outcomes
(7 Ratings)

Product Fruits pricing: Starts at $59.0. Offers Custom plan.

What is Product Fruits and how does it work?

Product Fruits is an all-in-one product adoption platform that contains all the necessary tools for software adoption-related issues. It also contains special power features to elevate the outcomes from good to stellar. The interface has been designed to allow users from all backgrounds to make the best out of it, without essentially being a master in the field of coding. With Product Fruits, clients can make onboarding lists and create guided tours for all visitors to let them stay updated without significant limitations and compromises. It also comes in handy for explaining the best features of the client brand by highlighting the same. This enables the client’s brand marketers to display tips and tricks to their prospects while initiating contextual support and deliverables. These deliverables include the important release lists along with other important announcements. Users can also be engaged with the process and they have the liberty to report videos with bugs, besides using screenshots for the same. show more

Product Fruits Alternatives
Affinity Canvas - Client Onboarding Software

Affinity Canvas

A tool for onboarding that keeps everyone on track
(0 Ratings)

Affinity Canvas pricing: Affinity Canvas Offers Custom plan.

What is Affinity Canvas and how does it work?

Affinity Canvas is a user-friendly but powerful tool for client success, implementation, and onboarding.Our goal is to create a simple yet powerful platform for client success, implementation, and customer onboarding teams to manage their customer-facing operations and enhance onboarding timeframes and overall customer experience. You'll preserve customer relationships, increase retention, and scale your organization by improving processes, improving client engagement, and creating memorable experiences.From onboarding and adoption to engagement and renewals, we help customer success managers win. Stagebase takes a proactive approach to analytics, as opposed to heavier analytics platforms that present historical outcomes and encourage a reactive perspective. We enable CS leaders and their teams the capacity to develop, refine, and reliably deliver the right experiences for the right customer outcomes at scale by automating customer communication, giving real-time customer insights/analytics, and standardizing execution. Instead of attempting to recover with discounts and promises, put your consumers on the path to success from the outset. show more

Affinity Canvas Alternatives
Veridate - Client Onboarding Software

Veridate

Client onboarding was never easier.
(0 Ratings)

Veridate pricing: Veridate Offers Custom plan.

What is Veridate and how does it work?

Veridate is a Client Onboarding Software that acknowledges the need to use digital onboarding technologies to transform client onboarding procedures. It makes the service more efficient and user-friendly for both the employees and the client. Veridate allows you to manage client onboarding, anti-money laundering, and know-your-customer (KYC) regulatory obligations all in one spot. You can decrease regulatory risk by automating ongoing requirements. For remote onboarding, you can satisfy clients by using self-build online forms and biometric data capturing. You may do more than just do KYC background checks. Veridate provides full client lifecycle management (CLM), which integrates end-user experience with internal policy and risk management via automated risk scoring. It has a low-cost structure and a short time to income. Pay-As-You-Go pricing is a departure from typical pricing. Onboarding costs can be better controlled with more open pricing. Client onboarding is faster, which implies more income and lower back-office expenditures. You can even use a single web interface to monitor, screen, and approve your clients. By utilising flexible APIs to downstream systems, you may eliminate duplicate input. show more

Veridate Alternatives
Clientpad - Client Onboarding Software
(0 Ratings)

Clientpad pricing: Starts at $null. Offers Custom plan.

What is Clientpad and how does it work?

Clientpad helps small businesses get paid faster, win more business, and provide a better client experience. Create, send, and manage all invoices in one central hub. Set yourself apart from the competition by drafting beautiful proposals that win more business.

Clientpad Alternatives
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