SuiteDash CRM: What It Does and Which Plan You Need
The SuiteDash CRM is not a standalone sales tool. It is the center of a client platform: the same contact record drives onboarding, the client portal, proposals, invoices and projects.
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What the SuiteDash CRM includes
- Unlimited contacts on every plan, with client and company records.
- Custom onboarding: move a new contact into a portal, forms and tasks automatically (FLOWs on Pinnacle).
- Deal stage pipelines from Thrive upward.
- Automated actions that trigger on events, with the complete automation toolkit on Pinnacle.
- Secure messaging with clients inside the portal.
- Email campaigns on every plan and drip autoresponders from Thrive.
- Segmentation: SuiteDash lists WORLDs (CRM segmentation) among its recently completed features.
How it differs from a sales CRM
Sales CRMs like HubSpot or Zoho CRM focus on the sales team and charge per seat. SuiteDash focuses on what happens after the sale: onboarding, delivering work and getting paid, with the client able to log in. Every user on your team is included in the flat price.
| SuiteDash | Typical sales CRM | |
|---|---|---|
| Pricing | Flat, unlimited users | Per seat |
| Client portal | Built in, white labeled | Varies; often limited or a paid extra |
| Proposals, invoices, projects | Built in | Often separate tools |
| Main focus | Client delivery and billing | Sales team pipeline and forecasting |
Which plan do you need for the CRM?
Updated on 18 Oct 2026
Start
$19/mo
or $180/yr · 100 GB
Thrive
$49/mo
or $480/yr · 500 GB
Pinnacle
$99/mo
or $960/yr · 2 TB
SuiteKey (lifetime)
$684 once
per key · Pinnacle features
Unlimited staff and clients on every monthly and yearly plan. Sources: suitedash.com/pricing, lifetime.suitedash.com. Taxes not included.
- Start ($19/mo): contacts, portal, email campaigns.
- Thrive ($49/mo): adds deal pipelines, drip autoresponders and proposals. The plan most CRM buyers want.
- Pinnacle ($99/mo) or a SuiteKey ($684 once): adds full automation and onboarding FLOWs.
Who the SuiteDash CRM fits
- Agencies, consultants, coaches and accountants who manage ongoing client relationships, not high volume sales calls.
- Teams that want one record per client across sales, delivery and billing.
If you run a large outbound sales team, compare it with HubSpot and Zoho CRM on our alternatives page.
Unlimited contacts and users.
SuiteDash CRM FAQs
Is the SuiteDash CRM free?
No. It is part of every paid plan, starting at $19/mo, and you can try it free for 14 days.
How many contacts can I store?
Every plan includes unlimited CRM contacts, and so does every lifetime SuiteKey account.
Which plan has deal pipelines?
Deal stage pipelines are listed from Thrive ($49/mo) upward.
Can clients log in?
Yes. CRM contacts can be given access to your branded client portal, which is the main difference from a sales-only CRM.
Related: SuiteDash review · Pricing · SuiteDash hub