SuiteDash Audit and Clean-Up, From $300

Find the setup problems behind the symptoms

Automations fire twice, arrive late or fail to run.
Clients email you because they cannot find what they need in the portal.
Duplicate records and unused fields make your CRM hard to manage.

We review four parts of your account

CRM: Review record structure, duplicate information and the fields your team uses.
Pipelines: Review stages and how they match the way you sell and deliver work.
Portal: Review what clients see and where they find their next action.
Automations: Review the configured process and the symptoms you have reported.

Choose access, then agree the review

Tell us what is getting stuck
Describe the symptoms and the areas you want reviewed.
Choose admin access or screen sharing
Add us to your SuiteDash account as an admin, or review it together on a screen-share call.
Review and prioritize
We review CRM, pipelines, portal and automations, then prioritize the problems.
Agree urgent clean-up
Clean-up scope is decided case by case. Remaining fixes are quoted separately or handled on a monthly plan.

From $300, about one week

You receive a prioritized problem list and clean-up of urgent issues. About one week is an estimate. We agree scope and price before work starts.

See SuiteDash pricing and packages

What to expect from your SuiteDash audit

A prioritized list and urgent clean-up

You receive a prioritized list of problems, plus clean-up of the most urgent issues.

Clean-up scope is agreed case by case. There is no fixed number of fixes or promised amount of work.

You choose how we review your account

Add Exprova as an admin, or share your screen on a call while we review the setup together.

Tell us which you prefer in your enquiry. We agree access and the clean-up approach before work starts.

Remaining fixes are agreed separately

Remaining changes can be quoted per fix or handled on a monthly support plan.

We discuss the remaining work with you before agreeing any further project.

When to use SuiteDash official support

Exprova is an independent SuiteDash Agency Partner, not the platform help desk.

For account access or subscription billing with SuiteDash itself, use its official help center.

Questions about the audit

Is the SuiteDash audit free?

No. The audit and clean-up starts at $300. We agree the final scope and price before starting.

How long does it take?

About one week is the current estimate. We confirm timing after reviewing your requirements.

Do you need admin access?

You choose: add us as an admin, or share your screen on a call and review the setup together.

How many fixes are included?

Clean-up is decided case by case. The offer covers the most urgent issues, with remaining fixes agreed separately.

Talk to us about an audit

Tell us what needs reviewing and whether you prefer admin access or a screen-share call.

We reply within one business day to discuss scope and access before work starts.

SuiteDash audit and clean-up