Migrate your SuiteDash data
All-in-one SMB platform combining client portals, CRM, projects, and invoicing under one flat-rate workspace. Best for agencies and consultants who want white-label client experiences, but feature density creates a steep onboarding curve.
In its favor
Why people choose SuiteDash
The signal that keeps SuiteDash on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Unlimited user seats per workspace means agencies and growing teams avoid per-seat billing surprises as headcount scales.
White-label client portals let service businesses present a fully branded experience to clients without revealing the underlying software.
Responsive customer support earns consistent praise on G2 (4.8/5 across 617+ reviews) and feels like a partnership rather than a ticket queue.
Flat-rate pricing across all-in-one functionality (CRM, projects, invoicing, automation, scheduling) replaces five to ten separate tool subscriptions.
No-code automation builder with trigger-based workflows reduces manual follow-up tasks without requiring developer resources.
Steep learning curve and overwhelming feature density frustrate small teams who need a simpler initial setup experience.
Clunky navigation with too many clicks to complete basic tasks creates friction in day-to-day workflows reported on Capterra.
Template and UI rigidity limits customization options as teams try to build branded, intuitive client experiences.
API access is gated exclusively to the Pinnacle tier, forcing businesses with lower-tier plans to manually export data or upgrade to migrate.
Platform structure becomes limiting as business processes evolve, with users reporting difficulty adapting workflows without platform changes.
Reasons to switch
Why people leave SuiteDash
The recurring reasons buyers give for replacing SuiteDash. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where SuiteDash fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
SuiteDash pricing overview
SuiteDash uses a per-user monthly pricing model with three tiers (Start $19, Thrive $49, Pinnacle $99 per user per month on annual billing). Notably, the Secure API is restricted to the Pinnacle tier only. Some reviews describe a flat-rate model per workspace, but current published pricing is per-user across all tiers.
Start
Tier 1 of 3
$19/user/month (billed annually)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on SuiteDash's schedule — see our quote-based pricing →
What gets migrated
SuiteDash object support
Object-by-object support for SuiteDash migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard CRM Contact object with full set of default properties. Custom fields at the Contact scope are fully importable and exportable via API. We map all standard Contact properties and preserve Contact-level custom field values 1:1.
Companies
Fully supportedCompany object supports Public and Private custom field scopes. Public fields are visible to associated Contacts; Private fields are only visible to the Primary Contact. We preserve scope assignments and flag any private-field data that cannot be represented in the destination.
Deals
Mapping requiredDeals support custom pipeline stages, probability percentages, and Won/Lost status. Stage names and order are configurable. We map Deals to the destination's equivalent pipeline object but probability values require manual review as scoring models differ across platforms.
Projects
Mapping requiredProjects carry custom fields and have a rich task hierarchy. We export Projects and their associated Tasks as a linked set, preserving parent-child relationships and Project-level custom field values.
Support Tickets
Mapping requiredSupport Tickets have custom fields and conversation threads. Thread history and attachments are migratable. Status workflows differ between platforms, so we map Ticket statuses to the nearest equivalent and flag unresolved cases.
Invoices
Mapping requiredInvoice data includes line items, payment status, and Invoice Custom Fields. Historical paid invoices are migrated as records only. Active or pending invoice workflows require additional configuration in the destination.
Automations
Not in this platformAutomations in SuiteDash are trigger-action sequences tied to internal IDs and workflow builders that do not have portable schemas. We do not migrate Automations; we document the active automations so they can be manually rebuilt in the destination.
Appointments
Mapping requiredAppointment records include scheduling data, associated Contacts, and status. Bidirectional calendar sync settings do not port. We migrate the appointment history and flag booking page configurations for manual re-setup.
Staff Members
Mapping requiredStaff records include role assignments and staff-level custom fields. Owner/assignee relationships on Deals, Projects, and Tickets are migrated as references to the Staff record where the destination supports a matching user.
Organization Settings
Mapping requiredOrganization-level custom fields and settings are account-scoped. White-label settings, branding configurations, and role definitions require manual reconfiguration in the destination platform.
Custom Fields
Mapping requiredCustom Fields exist at six scopes: Contact, Company Public, Company Private, Organization, Staff, Work Request, Project, and Support. We export the full schema via GET /contact/meta and map each field to its destination equivalent, flagging any type mismatches.
Tags
Mapping requiredTags are freeform labels on Contacts and Companies used for segmentation. We export Tags as a comma-separated list and map them to the destination's tagging or label feature.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard CRM Contact object with full set of default properties. Custom fields at the Contact scope are fully importable and exportable via API. We map all standard Contact properties and preserve Contact-level custom field values 1:1. |
| Companies | Fully supported | Company object supports Public and Private custom field scopes. Public fields are visible to associated Contacts; Private fields are only visible to the Primary Contact. We preserve scope assignments and flag any private-field data that cannot be represented in the destination. |
| Deals | Mapping required | Deals support custom pipeline stages, probability percentages, and Won/Lost status. Stage names and order are configurable. We map Deals to the destination's equivalent pipeline object but probability values require manual review as scoring models differ across platforms. |
| Projects | Mapping required | Projects carry custom fields and have a rich task hierarchy. We export Projects and their associated Tasks as a linked set, preserving parent-child relationships and Project-level custom field values. |
| Support Tickets | Mapping required | Support Tickets have custom fields and conversation threads. Thread history and attachments are migratable. Status workflows differ between platforms, so we map Ticket statuses to the nearest equivalent and flag unresolved cases. |
| Invoices | Mapping required | Invoice data includes line items, payment status, and Invoice Custom Fields. Historical paid invoices are migrated as records only. Active or pending invoice workflows require additional configuration in the destination. |
| Automations | Not in this platform | Automations in SuiteDash are trigger-action sequences tied to internal IDs and workflow builders that do not have portable schemas. We do not migrate Automations; we document the active automations so they can be manually rebuilt in the destination. |
| Appointments | Mapping required | Appointment records include scheduling data, associated Contacts, and status. Bidirectional calendar sync settings do not port. We migrate the appointment history and flag booking page configurations for manual re-setup. |
| Staff Members | Mapping required | Staff records include role assignments and staff-level custom fields. Owner/assignee relationships on Deals, Projects, and Tickets are migrated as references to the Staff record where the destination supports a matching user. |
| Organization Settings | Mapping required | Organization-level custom fields and settings are account-scoped. White-label settings, branding configurations, and role definitions require manual reconfiguration in the destination platform. |
| Custom Fields | Mapping required | Custom Fields exist at six scopes: Contact, Company Public, Company Private, Organization, Staff, Work Request, Project, and Support. We export the full schema via GET /contact/meta and map each field to its destination equivalent, flagging any type mismatches. |
| Tags | Mapping required | Tags are freeform labels on Contacts and Companies used for segmentation. We export Tags as a comma-separated list and map them to the destination's tagging or label feature. |
Gotchas
What to watch for in SuiteDash migrations
Issues we've hit on past SuiteDash migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
API access requires Pinnacle tier upgrade
No undo for imports — test before full load
Company Private custom fields invisible to associated contacts
Automations use non-portable internal references
Invoice Custom Fields are separate from CRM Custom Fields
| Severity | Issue |
|---|---|
| High | API access requires Pinnacle tier upgrade |
| High | No undo for imports — test before full load |
| Medium | Company Private custom fields invisible to associated contacts |
| Medium | Automations use non-portable internal references |
| Low | Invoice Custom Fields are separate from CRM Custom Fields |
Leaving SuiteDash?
Where SuiteDash customers move next
12 destinations SuiteDash can migrate to.
How a SuiteDash migration works
Four steps, SuiteDash-specific
Connect
API key pair (Public ID + Secret Key) into SuiteDash. Scopes limited to read-only on the data we move.
Map
We translate SuiteDash-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate SuiteDash quirks before production.
Migrate
Full migration with SuiteDash rate-limit handling. Rollback available throughout.
FAQ
SuiteDash migration FAQ
Answers to the questions buyers ask most during SuiteDash migration scoping. Not seeing yours? Book a call.
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Migrate SuiteDash.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your SuiteDash setup and destination — written quote back within a business day.