SuiteDash Reviews & Ratings

SuiteDash

4.0 out of 5 stars

Ratings and Reviews 1 Rating

Total 4 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is SuiteDash?

Many business software applications function as 'single-purpose' solutions, which forces companies to piece together various tools to meet their objectives. This approach can lead to inefficiencies, wasted time, increased expenses, and disruptions in workflow. SuiteDash addresses this challenge by merging a wide array of essential business tools into a unified cloud-based software platform. With preintegrated tools and numerous helpful automations, it streamlines many processes. Additionally, the entire platform can be customized to align with your brand identity. By utilizing SuiteDash, your business can enhance its efficiency, improve organization, and ultimately boost profitability, paving the way for greater success and sustainability in the long run.

What is Moxo?

Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.

Media

Media

Integrations Supported

Zapier
Google Calendar
Infercall
QuickBooks Online Advanced
Shift
Wufoo

Integrations Supported

Zapier
Airtable
Axis LMS
Box
Filevine
Global Relay
Google Drive
Google Sheets
HubSpot CRM
Jira
Jumio
Microsoft Teams
Smarsh
Stripe
Xero

API Availability

API Availability

Has API

Pricing Information

$19.00/month
Free Trial Offered?

Pricing Information

Custom Pricing

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

SuiteDash

Date Founded

2012

Company Location

United States

Company Website

suitedash.com

Company Facts

Organization Name

Moxo

Date Founded

2012

Company Location

United States

Company Website

www.moxo.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Employee Management
Marketing Management
Time & Expense Tracking
Training Management

Patient Portal

Not specified

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Project Management

Agile Methodologies
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Categories and Features

AI Orchestration

Not specified

Banking

Compliance Tracking
Corporate Banking
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management

Customer Communications Management

Batch Communications
Chat / Messaging
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Feedback Collection
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Multi-Channel Collection
Survey Management
Trend Analysis

Customer Onboarding

Not specified

Digital Experience Platforms (DXP)

Alerts / Notifications
Calendar
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Financial Services

Analytics
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management

Vendor Management

Contact Management
Customer Database
Self Service Portal
Transaction History
Vendor Maintained Profiles

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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