How to Migrate from SuiteDash to Agiled (2026 Step-by-Step Guide)

SuiteDash is a real all-in-one: CRM, client portal, projects, invoicing, and file sharing under one flat fee with unlimited clients and staff. That flat pricing and deep white-label are genuine strengths, so this is not a "missing features" switch. People move to Agiled for usability, a cleaner interface, and a faster setup, not because SuiteDash lacks modules. SuiteDash exports contacts and invoices to CSV and lets you download files, so a careful migration is very doable. This guide covers what to move, how the modules map, and when SuiteDash is still the right call.

SuiteDash and Agiled target the same job: run your whole client business in one tool. SuiteDash leans into maximum configurability and white-label depth at a flat, unlimited-user price. Agiled leans into a cleaner, more modern experience that a small team can adopt quickly. If SuiteDash feels powerful but heavy, this guide is for you.

Comparing first? See Agiled vs SuiteDash and the best SuiteDash alternatives.

Why teams move off SuiteDash

• Learning curve and setup time. SuiteDash is powerful, but configuring it to fit your workflow takes real time. Teams that want to be productive in days, not weeks, often look for something lighter.
• Interface feels dense and dated. The depth shows up as a busy, less modern UI compared to newer platforms.
• Feature gating by tier. Email marketing is Thrive and above; the full automation and LMS toolkits are Pinnacle only, so some workflows require the top plan.
• You want a more polished client-facing experience without heavy configuration.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal in a cleaner package.

The honest part: when SuiteDash wins

SuiteDash's flat pricing includes unlimited clients and staff on every plan, which is genuinely hard to beat at large team sizes, and its white-label and customization depth (custom domains, fully branded portals, reseller program) is excellent for agencies that resell the platform. If you have a large team and want maximum white-label control at a flat fee, and you are willing to invest in setup, SuiteDash may be the better fit. This guide is for teams that want the all-in-one benefit with less complexity.

What exports from SuiteDash

Data in SuiteDash	Can you take it?	How
Contacts / CRM	Yes	Export to CSV
Invoices / billing records	Yes	Export to CSV
Files / documents	Yes	Download from file storage
Projects / tasks	Partial	Export/recreate where available
Automations / workflows	No	Rebuild in the workflow builder

The takeaway: your core data (contacts, invoices) exports to CSV and files download directly, so you can move records cleanly. Automations are rebuilt in Agiled.

How SuiteDash maps to Agiled

SuiteDash	Agiled equivalent	Notes
CRM / contacts	CRM	Full client records and pipeline
Client portal	Client portal	Branded, custom domain
Estimates / invoices	Finance	Invoices, recurring billing, payments
Proposals	Documents	Interactive pricing, sign + pay
Projects / tasks	Projects	Kanban, Gantt, dependencies
File sharing	Projects / portal	Files attached to clients and projects
Automation	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding, business details, and your custom domain for the portal.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import core data (Day 2-5)

1. Export contacts/CRM and invoices from SuiteDash to CSV.
2. Import them into Agiled's CRM and Finance.
3. Download files from SuiteDash storage and re-upload to the relevant clients and projects.

Phase 3 - Rebuild documents, projects, and automation (Day 5-8)

1. Recreate proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Invite active clients to the client portal.
2. Run one full client cycle (proposal, project, invoice, payment) end to end.
3. Cancel SuiteDash once everything is verified.

What it costs after you switch

SuiteDash is a flat fee with unlimited users: Start at $19/month ($15 annually), Thrive at $49/month ($40 annually), and Pinnacle at $99/month ($80 annually). Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, contracts, invoicing, projects, time tracking, and a portal all included. Use the calculator below to compare based on your team size and billing.

Mistakes to avoid

• Treating it as a downgrade. Both are all-in-one; the move is about usability, so judge it on day-to-day workflow, not feature count.
• Skipping the file download. Pull your files from SuiteDash storage before cancelling.
• Not rebuilding automations first. Recreate your key workflows before you switch traffic over.
• Skipping the end-to-end test.

When you should stay on SuiteDash

• You have a large team and the unlimited-user flat pricing saves real money at scale.
• You depend on SuiteDash's deep white-label and reseller program for an agency model.
• You have already invested heavily in configuring it and it fits your workflow well.

If SuiteDash feels heavier than your team needs, Agiled gives you the same all-in-one coverage with a lighter, cleaner experience. See the Agiled vs SuiteDash comparison.

Frequently Asked Questions

Is Agiled easier to use than SuiteDash?

For most small teams, yes. Both are all-in-one platforms, but Agiled is built around a cleaner, more modern interface that adopts quickly, while SuiteDash's depth comes with a steeper learning curve and a denser UI. The switch is primarily about usability, since both cover CRM, projects, invoicing, and a client portal.

How do I move my SuiteDash data into Agiled?

Export your contacts/CRM and invoices to CSV, then import them into Agiled's CRM and Finance. Download your files from SuiteDash storage and re-upload them to clients and projects. Automations and templates are rebuilt in Agiled. There is no live one-click sync between the two.

Does Agiled have unlimited users like SuiteDash?

No. SuiteDash includes unlimited staff on every plan at a flat fee, which is a genuine advantage at large team sizes. Agiled prices by plan and seats. For small teams the cost is comparable; for very large teams SuiteDash's flat model can be cheaper, which is worth weighing.

Can Agiled white-label the client portal like SuiteDash?

Agiled offers a branded client portal with your logo and a custom domain. SuiteDash goes further on white-label depth and has a reseller program, so agencies that resell the platform should compare those specific capabilities.

Will I lose data if I leave SuiteDash?

Not if you export first. Export contacts and invoices to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs SuiteDash: full comparison
• Best SuiteDash alternatives
• Migrate from Bitrix24 to Agiled
• Migrate from Flowlu to Agiled
• Migrate from HoneyBook to Agiled

Ready to start? Create your free Agiled account and import your contacts today.