Now with AI-powered workflows

A better way to grow your revenue and scale your business.

A library of features that click into place. So customizable, it'll feel like it was built just for you.

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Enterprise-grade solutions for everyone

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Suitenote CRM Dashboard

Explore by topic

CRM: Contacts, Pipeline, Campaigns, Client Portal
Communications: Calendars, Messages, Forms
Scheduling: Bookings, Meetings, E-Signatures
Task Management: Tasks, Projects, Jobs, Tickets
Resources: Files, Documents, Assets
Insights: Dashboard, Reports, Analytics
Workflows: 30+ triggers across every module with conditions, delays, and branching
AI Agents: Research, draft emails, create tasks, schedule meetings — with guardrails
Invoicing: One-off and recurring billing with professional templates
Processors: Stripe, Authorize.Net, QuickBooks Payments, EPX
Bank Connection: Plaid-powered reconciliation and real-time transaction feeds
Accounting: QuickBooks, Xero — two-way sync for invoices, payments, and customers
Reporting: P&L, Cash Flow, Aging, and custom reports from your live data

Custom Modules

Build Your Own

Define your own records, fields, relationships, and rollups — no code required. Create linked tables, calculated fields, filtered views, and kanban boards for any workflow your business needs.

Examples from our users
• Vehicle records with VIN, mileage, inspection dates, and insurance info
• Service logs linked to vehicles with cost tracking and vendor management
• Driver profiles with license expiration alerts and certification tracking
• Property and unit records with photos, amenities, and vacancy status
• Tenant profiles linked to units with lease terms and payment history
• Recurring rent invoices generated automatically on the 1st of each month
• Student records with contact info, enrollment history, and payment status
• Course catalog with schedules, instructors, capacity limits, and pricing
• Enrollment tracking with attendance, grades, and completion certificates
• Board member profiles with term dates, committee assignments, and contact info
• Meeting records with agendas, minutes, and attendance tracking
• Motion tracking from proposal through voting to resolution

Pricing

Simple & Transparent

No hidden fees. Pick a plan and get going.

Launch

For small teams

$29/mo flat

  • Up to 2 users
  • Core CRM & pipeline
  • Invoicing & payments
  • Calendar & scheduling
Start free trial
Most popular

Business

For growing teams

$29/user/mo

  • Unlimited users
  • Everything in Launch
  • Workflows & agents
  • Custom modules
Start free trial

Enterprise

For larger orgs

$49/user/mo

  • 50+ user minimum
  • Everything in Business
  • Dedicated support
  • Custom integrations
Contact sales

All plans include a 14-day free trial. Cancel anytime.

Book a Demo

See It In Action

Schedule a live walkthrough with our team. We'll show you how Suitenote can be configured for your specific business needs.