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 contacts and pipelineMoves 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 pipelineMoves across
- Custom propertiesCustom fieldsMoves across
- Sequences and emailsEmail marketing and drip campaignsWe rebuild
- WorkflowsAutomationsWe rebuild
- TicketsSupport ticketsWe rebuild
Bonsai to SuiteDash
- ClientsCRM contacts and 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. Contacts, companies and most client information can be exported to spreadsheets and imported. Files can be moved into portal folders. What cannot come across automatically is how your old tool behaved: its workflows, automations, form logic and templates.
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 your contacts and projects, then rebuild proposals, contracts and automations in SuiteDash. The biggest change for clients is the portal: instead of separate links for each document, they log in to one place. Plan the switch for new clients first, and move active clients once their current work is complete.
How do I move from Dubsado to SuiteDash?
Dubsado workflows map well to SuiteDash automations and FLOWs, but they need rebuilding rather than importing. List every workflow and what triggers it, decide which still earn their place, and rebuild those. Export contacts and client history, and recreate forms and contract templates.
How do I move from HubSpot to SuiteDash?
Export contacts, companies and deals, and map HubSpot deal stages to SuiteDash pipeline stages before importing. Decide which custom properties you really use; HubSpot accounts often collect many that nobody reads. Marketing emails and sequences need rebuilding in SuiteDash’s email marketing and drip campaigns.
How do I move from Bonsai to SuiteDash?
Export clients and invoice history, then rebuild proposal, contract and invoice templates in SuiteDash. Recurring invoices need setting up again as subscriptions, so check start dates carefully to avoid charging a client twice in the month you switch.
How do I move from spreadsheets to SuiteDash?
Clean the spreadsheet before you import it. Merge duplicates, split names into separate columns, and agree one format for phone numbers and dates. Decide which columns become SuiteDash fields and which become tags. A tidy import saves weeks of fixing records later.
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?
Contacts, companies and client records can be exported and imported, and files can be moved into the portal. Some history, such as old email threads inside your previous tool, may not transfer in the same form. We list exactly what moves and what doesn’t before we start.
Can workflows and automations be imported?
No tool imports another tool’s workflows directly, so we rebuild them as SuiteDash automations and FLOWs. That is usually an improvement, because it is the right moment to remove steps nobody needs and to simplify what clients have to do.
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.