We are the OGs of All-in-One!
“Now, I no longer need at least 6 different apps that I was originally using!”
Geisha J., via Capterra
“It allows me to automatically onboard my clients using automation.”
Kianja J., via G2
Disconnected apps break the Client journey.
Every gap between tools costs time and context.
- Client details copied from intake to CRM, projects and billing
- Staff search inboxes and boards for the latest answer
- Handoffs stall where one app ends and another begins
- A.I. sees fragments instead of the full relationship
One shared record
25+ native toolkits share one Client record, from first touch through ongoing service.
- Sign up. A Kickoff Form creates their record and adds them to the right Circles.
- Get access. They log in at your Custom URL and complete their On-Boarding FLOW: sign, upload, book a call.
- Start the work. A Project Generator builds their Project from your Task template.
- Get paid. An Invoice Generator bills at signup or on a schedule, paid in the same Portal.
A status answer is one look, not a hunt.
FLOWs are included in the Pinnacle plan.
Automation you can read
Build the rule once. See what it will do before it runs.
- Invoice fully paid: start the Project and open the Client’s next Portal pages
- Invoice past due: send the reminder
- A Kickoff Form’s Journey Map marks every step Live, Conditional, Manual, Dormant, or Broken
Trigger/Action Automations are included in the Pinnacle plan.
The model is swappable. The system stays.
SuiteDash is The Ultimate A.I. Harness for Business Operations & Automations.
- Bring your own key with A.I. Connections: OpenAI, Anthropic, Google Gemini, xAI Grok, or a local model via Ollama or LM Studio
- Pay the provider directly, or use SuiteDash’s own A.I. Service
- Switch providers in settings; your Clients, Projects, and Invoices stay put
- A.I. Agents join from your Staff list and answer to a named Staff Manager
- Agents see only the fields you share, and Wingman approval holds their work for a person to approve
Your brand, not ours
Your Clients deal with your business. Nobody else’s.
- Your Custom URL, logo, and colors on the login page
- Branded notification emails, with Invoice and Proposal links on your domain
- Each Client sees only their own Projects, files, Invoices, and messages
- A White Label Mobile App (a Progressive Web App), with no app store listing to maintain
EXTREME White Label and the White Label Mobile App are included on every plan.
Start small. Grow into it.
One price, not per user.
- Start: CRM, Portals, Projects, Invoicing, files, and EXTREME White Label
- Thrive: adds Proposals, Deal pipelines, and drip marketing
- Pinnacle: adds FLOWs, Trigger/Action Automations, LMS, and Support Tickets
- Power-Ups: optional add-ons, and SuiteDreams includes every one of them
A straight answer on setup: a connected system takes some thought. Start with one workflow, usually onboarding. Documentation, SuiteDash Academy, and the Community come with every plan.
In their words
“I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other.”
Ken I., via Capterra
“It’s a one stop app that replaces many others. And replaces them well.”
Alex C., via Capterra
“Within a day of set up, I had a portal, on my own domain.”
Spencer J., via Capterra
Try it on one real Client workflow
See what stops living in other apps.
- 14 days on the Pinnacle plan
- No credit card required
- Build it from Kickoff Form to paid Invoice
Work smarter. Live better. We’ve got your back!