Gould Oral and Maxillofacial Radiology
A custom SuiteDash portal for a radiology practice
Brand identity, website and a customized SuiteDash portal tailored to the practice.
Migrate to SuiteDash without losing a client
We move your clients, files and templates to SuiteDash and rebuild what can’t be imported.
This is for you if you are moving to SuiteDash from another tool
- You run on HoneyBook or Dubsado and need a proper client portal.
- HubSpot costs more each year and you use a fraction of it.
- Your business lives in spreadsheets, shared drives and email threads.
What a SuiteDash migration covers
- Migration plan
- What moves automatically, what we rebuild and when clients switch, agreed before we start.
- Contacts and companies
- Client records cleaned up and imported with the fields you actually use.
- Files and documents
- Client files organized into the right folders in the new portal.
- Templates rebuilt
- Proposals, contracts, forms and email templates recreated in SuiteDash.
- Workflows rebuilt
- Automations and onboarding steps rebuilt as SuiteDash automations and FLOWs.
- Switch-over
- A tested launch, with a plan for inviting clients so nobody is left confused.
See where your tool’s features land in SuiteDash
Choose the tool you use now. Each feature shows where it lives in SuiteDash and whether it moves automatically or gets rebuilt.
HoneyBook to SuiteDash
- Contacts and clientsCRM contacts and companiesMoves across
- ProjectsProjects and task templatesWe rebuild
- Proposals and contractsProposals and eSign templatesWe rebuild
- Invoices and payment schedulesInvoices and subscriptionsWe rebuild
- AutomationsAutomations and FLOWsWe rebuild
- FilesPortal file foldersMoves across
Dubsado to SuiteDash
- Clients and leadsCRM contactsMoves across
- WorkflowsAutomations and FLOWsWe rebuild
- Forms and questionnairesFormsWe rebuild
- ContractsDocuments and eSignWe rebuild
- InvoicesInvoices and subscriptionsWe rebuild
- Client portalBranded client portalWe rebuild
HubSpot to SuiteDash
- Contacts and companiesCRM contacts and companiesMoves across
- Deals and pipelinesDeals pipelineWe rebuild
- Custom propertiesCustom fieldsMoves across
- Sequences and emailsEmail marketing and drip campaignsWe rebuild
- WorkflowsAutomationsWe rebuild
- TicketsSupport ticketsWe rebuild
Bonsai to SuiteDash
- Companies and addressesCRM companiesMoves across
- ProposalsProposalsWe rebuild
- ContractsDocuments and eSignWe rebuild
- Invoices and recurring billingInvoices and subscriptionsWe rebuild
- Time trackingTime tracking on projectsWe rebuild
Spreadsheets to SuiteDash
- Client listCRM contacts and companiesMoves across
- Status columnsPipeline stages and tagsWe rebuild
- Project trackersProjects and tasksWe rebuild
- Shared drive foldersPortal file foldersMoves across
- Email templates in docsEmail templatesWe rebuild
General guidance. What moves automatically depends on your account and export options; we confirm it in the review before quoting.
How the work runs, step by step
Map how you work today
We learn how you handle leads, clients, projects, billing and messages right now.
Design the SuiteDash setup
We agree what to build, what stays manual and what gets automated, in writing.
Build and test
We configure and test every client and team journey before anyone logs in.
Hand over and support
Your team gets a walkthrough, and we stay on for changes as you grow.
What a migration costs
Migration is priced by what needs to move and be rebuilt: the number of contacts, templates, workflows and files. We quote after reviewing your current setup.
See SuiteDash pricing and packagesSystems we have moved and rebuilt
Jonna and her team helped me develop my company's logo and brand identity, design and build my business website, and create a customized SuiteDash portal tailored to the unique needs of my radiology practice. The quality of her work exceeded my expectations at every stage of the process!
Moving to SuiteDash, explained
What can be imported into SuiteDash, and what has to be rebuilt?
Data moves; logic gets rebuilt. Supported contact and company fields import by CSV. Files move separately; templates, forms and workflows are rebuilt.
That is good news in disguise. Rebuilding workflows is the moment to drop steps nobody needs any more.
How do I move from HoneyBook to SuiteDash?
Export contact records and available reports. Rebuild templates and automations, then plan the switch around active work.
How do I move from Dubsado to SuiteDash?
Export the client and project fields your account supports. Rebuild useful workflows, forms and contracts in SuiteDash.
How do I move from HubSpot to SuiteDash?
Import mapped contacts and companies. Recreate open deals in SuiteDash pipelines, then rebuild email sequences and automation logic.
How do I move from Bonsai to SuiteDash?
Export each dataset separately and map supported company fields. Rebuild client documents and recurring billing, checking subscription start dates.
How do I move from spreadsheets to SuiteDash?
Clean duplicate records, map the useful columns and save a UTF-8 CSV. Test a small import before moving the full list.
Will my clients notice the migration?
They should notice one thing: an invitation to a portal that is easier to use. We plan the switch so work in progress finishes in the old tool where that is simpler, and new work starts in SuiteDash, and we test everything before clients are invited.
Questions about migrating to SuiteDash
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.
Will we lose our client history?
Supported contact and company fields import by CSV, and files move separately. Historical exports remain reference records when they do not fit the CRM import. We agree what moves, what is rebuilt and what stays archived before starting.
Can workflows and automations be imported?
Our migration scope rebuilds workflows and automations in SuiteDash rather than transferring another tool’s logic. The automation toolkit and FLOWs need Pinnacle. We review which steps are still useful before rebuilding.
Do we have to switch everything at once?
No. Often the smoothest approach is to start new clients in SuiteDash while current projects finish in the old tool. We agree the order with you so billing, active work and client communication all stay clear during the switch.
How much does a SuiteDash migration cost?
It depends on how much needs to move and be rebuilt: contacts, files, templates, forms and workflows. We review your current setup and quote a fixed scope before any work starts, so you know the full price of the move in advance.
More ways we help with SuiteDash
Plan your move to SuiteDash
30 minutes. No obligation. You’ll leave with a plan.