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10 best SuiteDash alternatives for service businesses [2024]
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Competition is fierce among service-based businesses. And in today’s client landscape, the way you stand out is by creating an amazing client experience.
Happy clients lead to repeat customers and a healthy revenue stream for your business. And while SuiteDash has been a popular option for many businesses, there are other robust and feature-rich alternatives available in 2024.
In this article, we'll explore the 10 best SuiteDash alternatives for freelancers, agencies, and firms and evaluate each software's features, security, customization, pricing, and more. Whether you're a small business or a large enterprise, there is a client portal software solution that can meet your business needs and requirements.
But first, let’s talk about what you should consider in a SuiteDash alternative.
What to look for in a SuiteDash alternative
When considering alternatives to SuiteDash, it's essential to evaluate various software solutions based on your business needs and requirements. Here are some essential factors to consider when selecting a SuiteDash alternative:
- Features: Determine which features you need in a client portal software, such as document sharing, task management, communication tools, project management, invoicing, etc.
- Security: Look for a client portal software that provides robust security features, such as two-factor authentication, SSL encryption, and access controls, to protect your confidential data.
- Customization: Some businesses require a client portal that is customizable and branded to match their business's look and feel. Look for software that offers customizable branding and white-label options.
- User interface: The software's user interface should be user-friendly and intuitive, making it easy for you and your clients to navigate and use the software.
- Integrations: Consider whether the software integrates with other tools and software your business uses, such as project management tools, CRMs, email marketing software, etc.
- Pricing: Evaluate the software's pricing model, such as whether it offers a free trial or a freemium model, and whether it offers flexible pricing plans based on the number of users and features.
By considering these essential factors, you can select the best SuiteDash alternative for your business's needs and requirements. With that, let’s get into the best SuiteDash alternatives right now.
Top 10 SuiteDash alternatives in 2024
Here are 10 SuiteDash alternatives to consider in 2024:
Let's dive deeper into each one.
1. Copilot
Founded in 2017, Copilot is a modern client portal platform built for service-based businesses. From freelancers to agencies and firms, thousands of businesses rely on Copilot to create beautiful client portals.
At its core, Copilot’s mission is to help businesses provide an outstanding client experience that enables real-time collaboration. What makes Copilot different from other client portal software is that it’s designed to be extensible — allowing you to connect all your existing apps to bring them into one central place.
Through the App Marketplace, you can integrate project management tools like ClickUp and Airtable. You can also send invoices and process payments through Stripe, use DocuSign for contracts, and manage all of your business expenses with QuickBooks.
Copilot also has a Zapier integration that allows you to leverage automation for your client onboarding process.
Notable Copilot features include:
- No code client portal builder
- Integrations with third-party tools
- Built-in invoicing and payment management
- Built-in messaging, file sharing, and a form builder
Copilot pricing
Copilot has a simple three-tired pricing model. The basic plan starts at $29/month (paid annually) and gives you all the features you need to get up and running for up to 100 clients.
If you want to learn more about the different features provided in each plan, be sure to check out the Copilot pricing page.
Copilot reviews
Here are what 3rd-party review sites think of Copilot (reviews from actual customers):
2. Notion
Founded in 2016, Notion is a project management platform designed for businesses of all sizes. Notion is one of the most popular task managers on the market, amassing millions of users.
While Notion may not seem like your traditional client portal or direct alternative to SuiteDash, it has tons of templates designed for service-based businesses to get organized and collaborate with their clients.
Notion’s templates make it easy to track project timelines, create kanban boards for content calendars, create knowledge bases, and store client assets. If you’re looking for a relatively cost-effective way to organize the day-to-day operations of your client business, Notion is definitely a tool you should check out.
Notable Notion features include:
- Flexible task manager
- File sharing and document management
- Collaboration features
Notion pricing
Notion is free to use, but does have a few paid plans for teams with lots of collaboration requirements.
For smaller firms, Notion is $8/month per user (billed annually). So if you have a lot of employees or clients, the price can add up.
Notion reviews
Here are what 3rd-party review sites think of Notion (reviews from actual customers):
- G2: 4.7 out of 5 stars (from +4,800 user reviews)
- Capterra: 4.8 out of 5 stars (from +1,900 user reviews)
3. Asana
Asana is a popular project management tool just like Notion that has a suite of features for managing client tasks and enabling collaboration. Asana also offers a variety of integrations with other software tools such as Slack, Google Drive, and Dropbox, making it easy for teams to collaborate and share files.
One of the standout features of Asana is its ability to visualize tasks and projects in multiple views, including lists, kanban boards, calendars, and timelines, which can help teams stay organized and focused.
Notable Asana features include:
- Offers a mobile app
- Integrations with third-party tools
- Generous free plan
Asana pricing
Asana is free to use for personal tasks, but if you want to get the most out of its team collaboration features, you will need to upgrade to one of their paid plans.
Overall, Asana is a strong alternative to SuiteDash, particularly for teams that require more advanced project management features and customization options.
Asana reviews
Here are what 3rd-party review sites think of Asana (reviews from actual customers):
- G2: 4.3 out of 5 stars (from +9,500 user reviews)
- Capterra: 4.4 out of 5 stars (from +12,200 user reviews)
4. Plutio
Plutio is a comprehensive all-in-one business management platform that offers features such as project management, invoicing, time tracking, and team collaboration. It provides an intuitive interface that makes it easy for teams to manage their projects, track their time, and stay organized.
Notable Plutio features include:
Plutio also offers a robust set of features for client management, including:
- Time tracking
- Forms and surveys
- Invoicing and payments
Plutio is designed for small businesses and freelancers who require a simple and easy-to-use solution for managing their projects and clients. Its pricing plans are based on the number of users, making it an affordable option for smaller teams.
Related reads: Best Plutio alternatives you should check out
Plutio pricing
Plutio has three different pricing plans, with their introduction plan starting at $19/month.
If you want to learn more about what each plan has to offer, be sure to check out Plutio’s pricing page.
Plutio reviews
Here are what 3rd-party review sites think of Plutio (reviews from actual customers):
5. Client Portal
Client Portal is a client portal software that offers a range of features, including file sharing, messaging, and project management. It provides a centralized platform for businesses to manage their client communication and collaboration, allowing them to streamline their workflow.
Client Portal is one of the few client portal tools on this list, along with Copilot, that provides customization options for your clients. This platform is a solid option if you frequently receive questions from clients or requests for access to review documents. They also include features like notifications and connectors, giving you the freedom to employ current tools from your IT stack.
Client Portal pricing
Client Portal is a simple licensing pricing model — with a plan for a single site or for multiple sites.
If you want to learn more about what each license includes, be sure to check out Client Portal’s pricing page.
6. Bonsai
Bonsai is a client management platform designed for freelancers and small agencies. It has the standard functionality that a platform like SuiteDash would have. In Bonsai, you can track client projects, tasks, and invoices using the client portal tool. But, there are restrictions on how you can personalize your client portals. Integration with any tools you may already be utilizing can be a little challenging.
If you don’t have a lot of third-party tools you want to use, Bonsai can be a solid option. However, you may want to look for an alternative if you want to have a more flexible option over integrations and how you can organize your client portals.
Bonsai pricing
Bonsai has a three-tiered pricing model, with the introduction plan starting at $17/month billed annually.
Overall, Hello Bonsai is a strong alternative to SuiteDash for freelancers and small businesses that require client portal software that offers contract and proposal management, invoicing, and time-tracking features.
Bonsai reviews
Here are what 3rd-party review sites think of Bonsai (reviews from actual customers):
7. Onehub
Onehub is a cloud-based client portal software that offers a range of features, including file sharing, collaboration, and project management. It provides a secure platform for businesses to share files and collaborate with their clients, allowing them to streamline their workflow and improve productivity.
Onehub also offers project management features such as task management, Gantt charts, and calendar views, allowing businesses to manage their projects and tasks efficiently. It also offers integrations with popular software tools such as Google Drive, Salesforce, and Dropbox, making it easy for businesses to collaborate and share files.
Onehub pricing
Onehub has a few different pricing options, with the standard plan starting at $12.50/month billed annually.
If you want to learn more about what each plan has to offer, be sure to check out Onehub’s pricing page.
Onehub reviews
Here are what 3rd-party review sites think of Onehub (reviews from actual customers):
8. Zendesk
Zendesk is a customer service software that offers a range of features, including a client portal, help desk, and live chat. It provides a centralized platform for small businesses to manage their customer support and communication — allowing them to improve customer satisfaction and retention.
While it’s not considered a client portal, Zendesk does offer a lot of the CRM qualities of a platform like SuiteDash. Zendesk’s client portal feature offers a self-service platform for customers to access information and support resources. But, if you want to create a custom client portal that can integrate with third-party services, it might be worth looking into an alternative.
Zendesk pricing
Zendesk has multiple pricing options for its different product suites. However, their most popular plan will run you about $99/month billed annually.
If you’re in need of a client portal software that is focused primarily on customer service, then Zendesk can be a viable option compared to SuiteDash.
Zendesk reviews
Here are what 3rd-party review sites think of Zendesk (reviews from actual customers):
- G2: 4.3 out of 5 stars (from +5,700 user reviews)
- Capterra: 4.4 out of 5 stars (from +3,700 user reviews)
9. Clinked
Clinked is a white-label client portal designed for small businesses and client-facing teams. It offers a range of features, including file sharing, collaboration, and project management. Clinked is known for its customizable branding features — allowing businesses to create a personalized client portal that reflects their brand. It also offers a white-label option, allowing businesses to remove the Clinked branding and provide a fully branded client portal to their clients.
Clinked also offers project management features such as task management, team calendars, and time tracking, allowing businesses to manage their projects and tasks efficiently.
Related Reads: 7 Best Clinked Alternatives for Client Portals
Clinked pricing
Clinked offers flexible pricing plans based on the number of users and features required, making it an affordable option for businesses of all sizes.
If you’re looking for a SuiteDash alternative that offers a robust client portal and project management software, Clinked is a platform you should definitely check out.
Clinked reviews
Here are what 3rd-party review sites think of Clinked (reviews from actual customers):
10. Moxo
Moxo is a client management platform that helps freelancers, agencies, and service providers streamline their customer relationships. From project management to financial management, Moxo is an all-in-one solution for service-based businesses.
Moxo also has a suite of collaboration tools designed to help you create a great client experience. However, it is important to note that Moxo does lean more toward the enterprise side. So if you’re just starting out, or you don’t have a lot of clients, it might be worth looking into an alternative.
Moxo pricing
Moxo has two self-serve pricing options, along with a custom enterprise package. Their standard plan will run you about $1,080 USD a year.
Overall, Moxo is a strong alternative to SuiteDash for businesses that require a comprehensive client portal that offers communication tools, project management features, and workflow templates.
Moxo reviews
Here are what 3rd-party review sites think of Moxo (reviews from actual customers):
Conclusion
In conclusion, there are many great alternatives to SuiteDash for businesses looking for a robust and flexible client portal software in 2024. Each of the 10 software options discussed in this article offers unique features and benefits to businesses of all sizes and industries.
Whether you prioritize customization, project management, communication tools, or security, there is a client portal software that can meet your needs. By carefully evaluating the options available and selecting the best solution for your business, you can improve collaboration with your clients, increase productivity, and ultimately, grow your business.
If you’re ready to take your service business to the next level, be sure to start a free trial with Copilot!
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