Company Facts
Industries Served
Core Services
- Client Portal & CRM
- Project & Task Management
- Billing, Invoicing & Proposals
What They Do
Suitedash is an all-in-one business management platform that brings client portals, project management, CRM, invoicing, scheduling, and more under one roof replacing the need for multiple disconnected tools.
About the Company
Founded in 2015, Suitedash was built to solve a common frustration for small businesses and consultants: the constant juggle of multiple software tools to manage clients and operations. By consolidating essential features into one platform, Suitedash gives business owners a simple, professional way to handle client relationships, streamline workflows, and scale efficiently all without the enterprise-level price tag.
Why We Recommend Suitedash
At Hey CMO, we’re big believers in simplicity and professionalism. Suitedash stands out because it helps Fractionals and small teams deliver a polished client experience without needing five or six different subscriptions. From client onboarding to project tracking to automated billing, everything is housed in one secure portal. That means less tool fatigue, lower costs, and more time focused on strategy and results. It’s a strong fit for our community who need to project big-business professionalism with lean-business resources.
What They Offer
Client Portal & CRM – A branded, secure space for clients to access documents, proposals, invoices, and communications.
Project & Task Management – Keep projects organized with task lists, timelines, automations, and collaboration tools.
Billing, Invoicing & Proposals – Send professional proposals, track approvals, and get paid faster with integrated payments.
What Makes Them Different
- All-in-one simplicity: Replace 6–7 tools with a single affordable platform.
- White-label branding: Customize portals with your logo, colors, and domain for a professional, branded client experience.
- Scalable pricing: Flat, predictable pricing without expensive per-seat fees.
How It Helps the Hey CMO Community
Fractionals and solopreneurs need to look polished, stay organized, and save time. Suitedash makes it easy to onboard clients smoothly, manage deliverables, and create a high-end experience all from one dashboard. Instead of stitching together multiple apps, our community can run their business operations seamlessly while projecting the credibility of a much larger agency.
Hey CMO Customer Feedback
“SuiteDash is INCREDIBLE. One piece of software to run your entire company – and all the automations save you massive time.” – Steve Revere
Exclusive Hey CMO Partner Offer
Ready to simplify your operations and impress your clients? Start your Suitedash journey today. Experience the power of an all-in-one platform designed for growing businesses.
