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Task Management Software

SuiteDash

All-in-one business platform with client portal, CRM, projects, invoicing and white-label branding for small firms

By SuiteDash

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About SuiteDash

SuiteDash is a cloud platform that combines client portal software with the other tools a small business needs. It aims to replace a pile of separate applications with a single login, and it lets companies present the system under their own brand.

Features

  • CRM and client management: records and custom fields for clients and leads.
  • Secure client portal: a branded space for sharing files and folders.
  • Project and task management: plans and tracks work with staff and clients.
  • Invoicing and billing: includes time tracking and billing tools.
  • Marketing and onboarding: email and drip campaigns, plus funnels and kickoff forms that automate onboarding.
  • Calendar and team chat: built into the same platform.

Who it serves

Small to medium-sized businesses, including agencies and bookkeeping firms, with resale and partner programmes available.

Key facts

  • Branding: full white-label option.
  • Mobile: an app comes with every account.
  • Learning: help documents, an academy and a weekly question-and-answer webinar.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

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