We plan and build your SuiteDash account around your real processes, so it works on day one.
The exact scope depends on how your business runs. These are the parts we usually build.
Choose what you need. You’ll see a starting price range based on our published packages, which we confirm after a call.
Closest package
See the audit and clean-up scopeStarting price from our published packages. We confirm scope, price and timeline after a 30-minute call.
Book a consultation to confirmHow our packages map to what you need
We learn how you manage leads, clients, onboarding, projects, communication, billing and internal work.
We map the SuiteDash structure, workflows and automations for the agreed scope.
We configure the CRM, portal, forms, pipelines, projects and billing, then test the important client and team journeys.
We walk your team through it and can keep supporting the setup as your business changes.
From $600
The core of the system, for a small team that needs to start right.
Timeline: 1–2 weeks
Talk to us about a focused setupOur recommendation
From $1,200
A complete setup for a growing service business.
Timeline: 2–4 weeks
Book a consultationFrom $2,000
Multi-department builds with deeper automation.
Timeline: 4–8 weeks
Talk to us about an advanced buildStarting prices. We review your requirements before confirming the final scope, price and timeline. Typical scope shown; exact inclusions are agreed in writing.
Gould Oral and Maxillofacial Radiology
Brand identity, website and a customized SuiteDash portal tailored to the practice.
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!
A good SuiteDash setup starts with your process, not the software. Before touching settings, write down how a client moves through your business: first inquiry, proposal, onboarding, delivery, billing and follow-up.
Then build in this order, because each layer depends on the one before it. Doing it out of order is the most common reason accounts get rebuilt.
It depends on scope more than on SuiteDash itself. A focused setup covering the CRM, portal and one onboarding flow is a much smaller job than a multi-department build with billing, projects and integrations.
The biggest variable is usually decisions, not configuration. Setups move quickly when someone on your side can answer questions about fields, stages and client journeys within a day or two. We confirm a timeline in writing once the scope is agreed.
Our setups start at $600 for a focused setup, $1,200 for a standard implementation and $2,000 for advanced, multi-department builds. An audit and clean-up of an existing account starts at $300.
Doing it yourself costs time instead of money. SuiteDash has a lot of options, and most self-built accounts we review have the same problems: fields nobody fills in, automations that fight each other, and a portal clients do not understand. If your time is worth more than the setup fee, hiring help usually pays for itself in the first few months.
Most problems we fix come from building features before deciding how the business should run. The usual ones:
Yes. Our SuiteDash setup checklist lists every step in the order above, with what to decide before each one. It is free to download and works whether you build the account yourself or with us.
Usually not. If your account is disorganized, overly manual or hard to maintain, we review what is already there before recommending changes. Often a clean-up of the CRM, pipelines and automations is enough, which is why we offer audits separately.
A setup can include CRM structure, custom fields, pipelines, forms, onboarding, the client portal, proposals, contracts, invoices, projects, tasks, automations, dashboards and integrations. The exact scope depends on how your business operates and what you need SuiteDash to manage, and we agree it in writing first.
Yes. We can plan and build a new SuiteDash account from the beginning, based on your business processes and the scope we agree. Starting fresh is often the easiest case, because there are no old fields or automations to untangle before building the right structure.
Yes. We review your current account and improve areas such as CRM organization, automations, client portals, onboarding, pipelines, forms, projects and workflows. We only rebuild what gets in your way, so your team keeps working while the changes go in.
Yes. We configure and brand your client portal and organize the client-facing experience around the features included in your setup, so clients see a clear dashboard with only the documents, forms, invoices and messages that apply to them.
In many cases, yes. Depending on the platforms involved, we connect SuiteDash with website forms and other tools using its built-in options, Zapier, Make, Pabbly, APIs or webhooks, so information is entered once and moves where it needs to go.
Pricing depends on the size and complexity of the build. It starts at $300 for an audit or clean-up, $600 for a focused setup and $1,200 for a standard implementation, and advanced multi-department builds start at $2,000. We review your requirements before confirming the price.
30 minutes. No obligation. You’ll leave with a plan.
AI assistant. Answers can be wrong; we confirm details on a call.
Please don’t share passwords, payment or health details. Privacy
