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SuiteDash experts for growing service businesses

We set up, automate and support SuiteDash, plus the website, SEO, social media and creative work around it.

Book a consultationSee how we work

SuiteDashAgency Partner

Welcome, Claire!

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Pending engagements2
Working engagements1
Completed engagements2
Engagements
  • Rivera Design Studio2025 tax return60% completedWorking
  • Oakline CafeMonthly bookkeeping, October0% completedPending
Invoices
  • $450.00 USD · Rivera Design StudioINV-1042Open balance: $450.00OpenDueNov 15
  • $320.00 USD · Oakline CafeINV-1038Open balance: $320.00OpenDueNov 1
  • $1,200.00 USD · Summit PhysioINV-1029Open balance: $1,200.00OverdueDueOct 12

A sample portal for a made-up accounting firm, laid out like a real SuiteDash build. Switch between the owner’s dashboard and the client’s portal, and click the sidebar to look around.

Try it as

Too many tools. Not enough system.

Client details in one app, files in another, invoices somewhere else. Every handoff is a place where something slips. SuiteDash puts it all behind one login.

SpreadsheetsGmail threadsGoogle DriveQuickBooksCalendlyHoneyBookDubsadoTypeformSlackHubSpotSticky notesSpreadsheetsGmail threadsGoogle DriveQuickBooksCalendlyHoneyBookDubsadoTypeform
Scattered tools
×CRM and pipelinesContacts, companies, dealsClient portalBranded, on your domainOnboarding FLOWsForms that trigger stepsProposals & eSignEstimates, contractsInvoices & billingOne-off and recurringProjects & tasksTemplates, time trackingFiles & messagesSecure sharing, chatScheduling & emailBookings, drip campaigns×CRM and pipelinesContacts, companies, dealsClient portalBranded, on your domainOnboarding FLOWsForms that trigger stepsProposals & eSignEstimates, contractsInvoices & billingOne-off and recurringProjects & tasksTemplates, time trackingFiles & messagesSecure sharing, chatScheduling & emailBookings, drip campaigns
One system

Everything SuiteDash, handled

Four kinds of help, one system. Most clients start with one and add the rest as they grow.

Setup

We plan and build your SuiteDash account around how you already work.

SuiteDash setup

Automation

Onboarding, follow-ups and tasks run on their own once a client signs.

SuiteDash automation

Migration

We move your clients and files from HoneyBook, Dubsado, HubSpot or spreadsheets.

Migrate to SuiteDash

Support

Fixes, changes and new workflows as your business grows.

SuiteDash support

We also help with

From first call to a portal your team uses

We build around how you work today, not around every feature SuiteDash has.

  1. Map how you work today

    We learn how you handle leads, clients, onboarding, projects, billing and messages right now.

  2. Design your SuiteDash system

    We decide what stays manual, what gets simpler and what gets automated, and agree the scope in writing.

  3. Build and test

    We configure the CRM, portal, forms, billing and automations, then test every client and team journey.

  4. Train your team and hand over

    Your team learns the system on real work. We stay on for support as your business changes.

Is SuiteDash right for your business?

Six questions about your team, clients and the automations you need. You get an honest answer and the SuiteDash plan that fits.

Take the 2-minute quiz

SuiteDash results we can show you

The Gould Oral and Maxillofacial Radiology website homepage built by Exprova

Gould Oral and Maxillofacial Radiology

A custom SuiteDash portal for a radiology practice

We built the brand identity, the business website and a customized SuiteDash portal tailored to the needs of the practice.

Read the case study
  1. Referring office signs in
  2. Case submitted securely
  3. Report ready to download
  4. Invoice paid online

Daly Oral and Maxillofacial Radiology Inc.

A branded referral portal for a radiology practice

A simple, branded SuiteDash portal where referring dental offices submit cases and collect reports.

I truly cannot speak highly enough of her work. She is incredibly detail-oriented and takes the time to fully understand not just the 'what' of a customization request, but the 'why'. She kept me updated at every step and made the entire process smooth.

Dr. Ladan DalyDaly Oral and Maxillofacial Radiology Inc.

SuiteDash, set up for your industry

The same platform, organized around the way your kind of business runs.

We also help with

The systems around SuiteDash, so your website, CRM and content work together.

Setting up SuiteDash yourself? Start with our checklist.

Every step from branding and CRM fields to portals, billing and automations, in the order that saves rework.

We use your details only to reply. See our privacy policy.

Cover of the Exprova SuiteDash setup checklist: 37 steps in 10 stages

Questions people ask before they call

Do we need to buy SuiteDash before we talk?

No. You can talk to us before choosing a plan. We look at how you work, whether SuiteDash is a good fit, and which plan covers what you need. If you already have an account, we review it first and improve what is there instead of starting again.

How much does a SuiteDash expert cost?

Our SuiteDash work starts at $300 for an audit and clean-up, $600 for a focused setup, $1,200 for a standard implementation and from $2,000 for advanced builds. Ongoing support is available per project or on a monthly plan. We confirm the exact price after reviewing what you need.

Can you move us from HoneyBook or Dubsado to SuiteDash?

Yes. We move your clients, contacts and files across, then rebuild what can't be imported directly, such as forms, templates, workflows and automations. We plan the switch so your clients see as little disruption as possible, and we test the new setup before you invite them in.

Do you offer ongoing SuiteDash support?

Yes. After launch we can keep improving your system: new workflows, automation fixes, portal changes, CRM administration and troubleshooting. Support is available as project-based work or as a flexible monthly plan, so you can choose what fits how often your business changes.

How long does SuiteDash setup take?

It depends on how much you need built. A focused setup of the core CRM, portal and onboarding is quicker than a multi-department implementation with billing, projects and automations. We review your requirements first, then confirm the scope, price and timeline in writing before any work starts.

Will you train our team?

Yes. Every build ends with a walkthrough and handover, so your team knows how to use and manage the system. If you need more, we can run live sessions on your own account, record short walkthroughs and write step-by-step guides for the tasks your team repeats.

Let’s map your SuiteDash setup

30 minutes. No obligation. You’ll leave with a plan.

Book a consultation