SuiteDash Reviews

Pros

It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee.

I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

Cons

I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap.

I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

Alternatives Considered

Clinked, Onehub and WordPress

Reasons for Switching to SuiteDash

SuiteDash provided the most structure and features without me having to code it or maintain it myself. I felt like I got frustrated with competing products that required too much in the way of coding or maintenance.

Pros

SuiteDash does not try to nickel and dime for features. Additionally unlike other competitors, the product is constantly getting new features and even now supports webhooks (BIG deal for automation)

Cons

The speed of the UI could be a little faster. To fully utilize SD, there is somewhat of a learning curve

Alternatives Considered

Agiled

Reasons for Choosing SuiteDash

SuperOkay feels like a dead product with no integrations and limited features.

Reasons for Switching to SuiteDash

Agiled is not progressing fast enough from a UI standpoint

Pros

Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential.

Cons

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it.
It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid.

But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid.

They have known about this for over a year. Some of their clients tried warning them, but were ignored.

The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

Pros

I used Suitedash years ago. Loved it. After I sold that business and started my new one I tried other CRMs and couldn't find anything that gave me what Suitedash does. Suitedash allows me to have custom client portals. I can assign clients tasks, track their project, communicate, and organize everything they need in one place. It is also the best system I have found for organizing my team. I love the chat, the task automations, and the task tracking.

Cons

In the few years that I was gone from Suitedash their customer service has dramatically declined while the complications of their program have increased. While a ton of new and exciting features have been added, they are not fulling developed or well thought out. So a constant back and forth with tech support is required. SuiteDash has adopted its own vocab for features instead of using industry standard terms. This increases the confusion and all of my tech/automations team are begging me to go back to HighLevel. Suitedash has so much potential but has over complicated every step of implementing their software to the point of it almost being unusable. To top it off, they charge you $50 to get any 1:1 help. Frustration on my team is at an all time high as we stopped over and over in our efforts to create systems and are forced to reach out to tech support at every step.

Pros

Firstly, from the top down the company cares about the success of its customers. It's unrivaled in anything I've ever experienced. From [sensitive content hidden], the entire team and system, there's everything you to achieve max productivity with training, tutorials, on-page guides, and even direct 1 on 1 coaching/training. I was looking for a CRM initially but found that SuiteDash offered much more in the way of customer experience interacting with my brand through the Customer Portal that's fully custom branded. One of the coolest features is "Circles". It made my customer segmentation, and content delivery so easy, and more robust for the customer experience as it allows us to deliver a personalized experience when they log in to their portal. I can share docs, resources, invoices, downloadables, and even a learning section that could be used to walk a customer through an orientation and training of sorts. All of these things enhance our relationship with our cliens. I've hardly scratched the surface of the potential and every day I discover new ways to use the platform to grow reach and influence. The Portal is #1 for me but I say that because all of the other functions are there too, email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. invoicing, proposals, seriously almost everything. It's akin to a fully custom-developed system that would cost multiple 6 figures or more. This thing is the cat's meow!

Cons

The functionality is so robust there are many options that require some study to get up to full speed. Although the options and customization features are really straightforward and intuitive, i.e. they tend to be where you think they'd be, it still takes a little time to get acquainted and learn the lay of the land. That said, the support is fantastic and [sensitive content hidden] has invested a ton in creating tutorials throughout on virtually every detail. I'm a slow learner, but I believe if it's worth shortening the learning curve they do offer direct help with setup and training.

Alternatives Considered

HubSpot Marketing Hub, Zoho CRM, Nimble, HubSpot Sales Hub and HubSpot CRM

Reasons for Choosing SuiteDash

SuiteDash offered so much more functionality and streamlined! Everything works so well it's hard to beat. The other aspect is that customer support is a delight to get assistance from. They really care about their customers, as I think other companies do too, but the team at SuiteDash really has a handle on it and are extremely competent.

Switched From

EngageBay CRM

Reasons for Switching to SuiteDash

It's truly an All-in-one system with all aspects of client acquisition to relation management, content delivery, Learning Management, Marketing and Automation... there is so much here and it's so seamless to use, everything is where you think it would be - very intuitive. Moving to SuiteDash was No-brainer! Unlimited Contacts is huge too!

Pros

Support, Ease of Use, Options available the communication and training onboarding they have

Cons

if there is anything i would just say its very comprehensive and there is alot there but i dont think thats something to like least.

Pros

SuiteDash is a comprehensive client management system that enables businesses to gather project-related information from their clients. It facilitates updating, storing, organizing, and collaborating on data, which is crucial to effective project management. The application features a customizable and professional interface that can be easily tailored to your needs, including white labeling options that allow you to brand everything with your own domain. The custom client portal is user-friendly and impresses prospects, while clients appreciate the streamlined and organized structure that makes it easy to engage with the process.

Cons

Setting up the All-in-One platform can be a bit overwhelming at first, but it offers a wide range of functions. Currently, we are only utilizing a portion of these functions, but we have plans to gradually incorporate additional ones as part of our roadmap.

Alternatives Considered

Zoho CRM and Agiled

Reasons for Choosing SuiteDash

Over the past few years, our team has relied on the Bloo platform for tasks such as onboarding new projects, collecting content, managing project status, and general project management. However, the tool lacks integration with our CRM system, and its automation features are limited when it comes to onboarding projects that are similar in type.

Reasons for Switching to SuiteDash

Our initial focus was to identify our main purpose and functionality in order to address certain gaps in our process. We then shortlisted a few options that were viable and compared their prices against the features and benefits they offered. In addition to this, we also took into account other product reviews as a key factor in our decision-making process.

Pros

Suitedash is the perfect all in one solution for our company. They not only allow us to isolate our CRM clients by delegating circles for reporting purposes but they even allow us to provide a custom client portal for our customers to log in.

Cons

There are no notable downsides to the Suitedash software that we have encountered. We have been using Suitedash for more than 2 years now and they are constantly enhancing the system.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing SuiteDash

I wanted a client portal and an all in one solutions

Switched From

Zoho CRM

Reasons for Switching to SuiteDash

Suitedash works with everything I need and allows me to fully customize my client platform.

Pros

The support has been comprehensive. With all of the various offerings of Suitedash, it's truly impressive to have the type of support we've had as we've adopted this platform.

Cons

I haven't found much I've disliked. There's a ton to learn and the library of learning resources is extensive. We're learning some limitations with products like the "Forms" but we've been able to use integrations like Zapier to bridge what's needed.

Alternatives Considered

Mailchimp and HubSpot CRM

Reasons for Switching to SuiteDash

In comparing the offerings to other products, it had mush to offer for the price with considerations for where we are as a company.

Pros

The software is pretty easy to use and offers a wide range of features that make my business operations run smoother. The customer service is top-notch and the team is always willing to help with any questions or concerns.

Cons

So far, I didn't find any flaws in the software. I was a bit overwhelmed by the diversity of features, but luckily, they have a very good help center, and their youtube channel is full of videos that helped me get started very quickly.

Pros

The flexibility of the software to control all aspects of communications to customer and staff has been tremendous. It allows me to create a portal branded with my agency where my clients can log into upload files and check off tasks - all without knowing that it was a 3rd party solutions.

It allows me to focus on working on the actual project instead of working the work involved in getting the project moving forward.

The mobile app is a nice touch also with the instructional videos to guide with all aspects of running the software. The videos were very concise and clear and got the lesson across on all the features.

Cons

Because it is so rich with features, there was a lot of videos to watch.

Alternatives Considered

Trello, Nifty and Ora

Reasons for Choosing SuiteDash

The white label branding gave us the "credit" for the portal - including the mobile app. Clinked has a white label solution but for their mobile app, it was very expensive. It also allowed for more flow options and was not as restrictive.

Switched From

Clinked

Reasons for Switching to SuiteDash

Overall ease of use, greater options, white labeling option, better instructional videos, better reviews and recommendation from peers.

Pros

SuiteDash provides a complete all-in-one solution for small scale business to handle almost everything with customers. There are tons of features that can be only find from a premium SaaS services, paid separately. For instance custom domain, login etc...

There is a solution both to work on companies or for people, you can choose which suites to you.

You can manage the whole setup with several other people as well.

Perhaps the best part of the SuiteDash is a niche combination of handle customer files and marketing. There is a complete calendar and of course, the project management involved with task as well. You may also use build -in forms.

And for the last, you can make all page translations by yourself for any language!

Cons

I would like to have a drag and drop feature for already saved files where to grab upload customer files and put them to folders.

A simple login for companies with a good privacy would help a lot.

Would like to use my own random pictures for the login page.

There are few integrations that I will wait for in the future.

I may need a lot more Storage in the future but I am sure that SuiteDash can arrange it in a way or other.

Alternatives Considered

Ora

Reasons for Choosing SuiteDash

SuiteDash has a better file sharing system, much more fresh look and it is more intuitive to use. And you will able to use own custom domain and make all the setups within one day.

Switched From

Plutio

Reasons for Switching to SuiteDash

I needed one tool for several small company needs, such as CRM, project management, file sharing, customer login, all under one hood.

Pros

This is my second review that I am writing, period. But this company deserves it. So here it goes, I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. I basically automated majority of my business, overnight.
Plus to top it all off, the entire design can be customized to fit my brand, I now have a progressive web app that my clients can download to their phone (android only). Unfortunately, I have been through alot of different apps so trust me I know the headach of going back and forth and paying a bunch of money to everyone.
But now, I no longer need atleast 6 different apps that I was originally using, thanks to Suitedash

Cons

As stated before this app is the beast of software. So I cannot be upset that it has a little learning curve.
To be honest, it is a little intimidating but I am not one to complain about learning something that will save me money and time down the line.

Pros

The comprehensive suite of tools and services provided within a single dashboard to meet, greet and manage all levels of client services from business communications, marketing and task administration support to engagement contracts & invoicing / payment processing.

Cons

Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved.

It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs.

Alternatives Considered

ClickUp

Reasons for Choosing SuiteDash

SuiteDash has integrated a broader set of needed tools and consolidated our Client Intake, Invoicing, Contract Documentation, with Excellent Client Marketing and communication options, and an Appointment Scheduling system that we are hoping will mature to the perfect solution and all in one DashBoard.

Switched From

ClickUp

Reasons for Switching to SuiteDash

SD is saving us having to integrate many additional applications and processes that will otherwise have to be integrated with ClickUp & Nifty PM, which are both excellent for project and task management. Both ClickUp & Nifty do a great job in delivering on their respective and focus objectives, but neither provide the comprehensive set of CRM tools and interoperability provided by SuiteDash In addition, the proposed development road-map of SD continue to focus on the integration of key business administrative processes which are more aligned with our development and management objectives than do the other application tested.

Pros

The PWA to create an app for my clients and the white label process that allowed me to completely remove the Suite Dash logo and present my clients with a product that promotes my company solely. The help videos are a great resource.

Cons

CSS coding to get the forms aesthetically pleasing. I wish there were more templates. I wish the scheduler and email marketing was more robust.

Pros

The user interface is incredibly easy to navigate and use. I was up and running within 30 minutes with my first projects scheduled and team members assigned. It was incredible. The UI can be a little misleading--it's so simple, you might think there isn't a lot of power behind it but you'd be wrong to think that. From billing and invoicing to marketing campaigns to storing files all in one place-- it's really a dream come true for a business company with remote workers who all need to serve a large number of clients.

Cons

Because of the power, to fully utilize it all , you really need to spend some time in there. 80% of that time is just in reorganizing your own processes to be more efficient. I don't see this as a drawback but it has taken a little bit of time to fully integrate everything -mainly because we were so scattered and disorganized before. SuiteDash made us get our systems in order.

Pros

The White Label solution is definitely what it took for me to buy Suitedash. Is something you can make as it was created by you, for you with all the tools you need to run a business.
The help section is very well made, with a lot of good information and that's a must, especially when you're starting using the tool.
I also like the possibility to have a branded app on mobile where I can access my data.

Cons

It's not easy to implement I'm afraid. The learning curve from the first day until you have all things as you want can take a while.

Honestly, I don't like the interface and the UX in some aspects of the app.
The interface could have a much modern look compared with what it has at the moment. Maybe because I use a lot of new apps where we can find a pattern in the layout, interface, buttons colours etc and that makes me compare with others such as suitedash.

Another thing I don't like and that can be the reason why I think the learning curve is so long and so hard to implement this tool, is the User experience.
In this section, SuiteDash can do a lot more, and in my opinion, should do it asap.

I find that it's not intuitive enough to call some functions in the app and that leaves us to frustration and frustration leave us to abandon the app. Sometimes I have to click 3x or more just to call an action or see a piece of information. When I think I can go there by clicking in a single button, I find that I cannot go from there, but I have to click 2x or 3 buttons somewhere just to see what I want.

This is also where I can see a lot of room for them to improve. In my opinion, if Suitedash invest some time and money changing their User Experience, because the all is there and all functions are there, it can become the best all in one solution available out there.

Alternatives Considered

Plutio

Reasons for Switching to SuiteDash

Because of the White label features and the mobile app. I still use Plutio because the cons I mention before with Plutio that doesn't happen.

Pros

Too many to mention, but I'll give it a try. SuiteDash definitely on track to truly be an all-in-one solution. Instead of listing all their features (I love all of them), I will describe the pros from my process flow.

I can add a lead magnet or contact form to my site. Once the form is filled out, an automation kicks off a drip campaign to start nurturing the lead. Once a client expresses interest, they schedule a call to discuss how I can help them. From that conversation, an estimate and/or invoice is created to being work. I can then kick off an onboarding workflow that gathers all the information I need for a project. That project is managed from end-to-end and the client can track progress, provide clarification, or share files all through their own customized portal. This entire process I just outlined is completely native functionality in SuiteDash.

Cons

I would like better integrations with GSuite (e.g. 2-way calendar sync), the ability to create proposals (rather than estimates & invoices), and support/ticketing system. That being said, the team is constantly making improvements and the items I have above are already on their product roadmap...yay!

It can be tricky to set up at first due to how flexible/customizable it is. That being said, their instructional videos are absolutely fantastic!

Alternatives Considered

ClickUp and HubSpot CRM

Switched From

Asana

Pros

I've been blown away by how much Suitedash has been able to streamline my business. I used to have multiple subscriptions to different services and tools but since migrating to Suitedash, I feel so much more organised knowing everything is in one place.I'm also excited by the fact that there are even more things it can do that I haven't even explored yet (I feel like as my business grows, it'll be able to support me). I love how customisable everything is, they've really gone into a lot of detail to make their app adaptable to lots of different people's needs; I'm yet to find something I can't do with this thing.

Cons

There is a bit of a learning curve, but it became intuitive once I learned the basics. As there's so much you can do with it, it can be a lot to take in at first but their documentation is awesome! They have a "lifesaver" button on each page which provides quick access to the specific documentation for that part of the tool, which means it's easy to work out bits and pieces as you go and as you need them.

Alternatives Considered

HoneyBook, Dubsado and QuickBooks Self-Employed

Switched From

Dubsado

Pros

Being a Jack of All Trades Master of None type of person, I find myself running a few businesses so that I don't have to go get a 'real' job. I'd use various services for my CRM, another for Project Management, one for file sharing and receiving, another for invoices, another for signatures, etc. You get the idea. It was all over the place.

With SuiteDash, I can do all of the above and more in a single platform.

Now I'm able to generate proposals for clients and have automated processes take place once they approve the proposal. I can send an estimate for a service, and an invoice will be sent over to them as soon as it's approved. Items such as Project Management and File Sharing are all integrated into the process, allowing the customer to follow along as their work is being completed.

SD has a public roadmap that shows what features have been requested, in progress and live. This is great to see which customer requested features are being implemented. Smaller improvements are released on a fairly regular basis. One might argue it seems as if they come out weekly, but that is just my opinion.

Cons

The load times were slow back in the early part of 2022. However, they have gotten better as the year has progressed. I wouldn't call it a 'dislike' as I understand, at a very high level, all that goes into making a project of this magnitude work. However, knowing and SEEING the speed improvements is encouraging.

To put "complicated" as a dislike really isn't fair. However, I can see how some people might be turned off by how many different options there are and how they can be quit confusing to someone new to the product.

Pros

The best part about SuiteDash is its all-in-one approach to business management. It seamlessly integrates a comprehensive CRM, project management tools, advanced billing features, and much more into one user-friendly platform. The white-labeling feature is particularly impressive, allowing me to customize the platform to match my brand and provide a unique experience for my clients. Additionally, the mobile app ensures I can stay connected and productive no matter where I am.

Cons

As of now, I haven't encountered any issues with SuiteDash that would warrant serious criticism. However, as with any software, there is always room for improvement and added features. It would be interesting to see SuiteDash continue to evolve and innovate. I'd really like to see them incorporate generative AI, and there are a lot of places where that tech could make the platform phenomenal.My only real complaint is pretty minor: the 'mail cannon' feature (it allows you to send an email to one person as part of an automation) is a paid add-on instead of being included with all the plans. The cost to add that feature is reasonable, but I think it would be good to include it on all plans as it feels like a gap in an otherwise complete package.

Pros

I came across SuiteDash while exploring client portal options to serve my existing customers and clients. SuiteDash seemed to be too good to be true. Within few hours, I was able to white label client my client portol with my own logo , colors etc.

SuiteDash offers a whole host of functionalities that I required for my client portal

1) Ability to create pages for specific groups ( it's called circles in suitedash ) to display relevant information
2) Create flow form for registering / intaking new clients/leads into the portal and manage custom fields associated with each new client , lead , prospect. SuiteDash provides a whole list of CRM features that I would require to manage my client data.
3) Email Marketing : SuiteDash offers email marketing tools and provides ability to create new lists, campaigns and automation sequence that one require to warm up your leads .
4) Direct Messaging: Direct messaging feature between team members
5) Files: It provides ability for my clients / customers to upload files directly via the portal. Also it provides us option to upload files for clients and also upload private files ( not shared for clients but with additional team members )
6) Integration: It provides option to integrate with Paypal / Stripe / Google Calendar /Zapier and Google Calendar
7) Custom Menu: You can define custom menus for each group / roles and select which sections / modules are available for each group / client etc.

Cons

1) The UI/UX of Project Management Feature is little outdated. I hope the UI/UX of the project management module can be improved so that it becomes easier to handle projects through SuiteDash
2) To provide a complete client portal solution, I would like it to provide Proposal features right through the software. The team are working on it and I hope it is developed soon and made available to customers.

Pros

I really like that it allows us to automate much of the process when a client signs a contract with us. Once signed, they can then set up their billing and once paid, they will be given a client portal including the tasks they need to do and a place for them to upload their assets for us.

I love how you can impersonate a staff or a client to see what they would see at login. Also, I like that there is a WordPress app to put the client's portal into their WordPress admin. This is perfect for us.

Cons

The forms builder is not flexible enough for me. I don't like how limited it is to customize the presentation of the forms. It needs the ability to include more instruction text between items. Sometimes the software is slow to load the different pages, I wish it were faster. Some of the steps can not be automated yet but hopefully soon. Zapier triggers need to be expanded.

I wish there could be more than one email per account so that different staff could email clients from within SuiteDash.

Pros

Suitedash is a well thought out, well architected, fully integrated software at a price level that is suitable for the average business owner. Suitedash has literally everything I want, from client portal to email marketing to project management. I particularly liked the white labeling feature, which allows me to rebrands everything to suite my business. Their client portal system is phenomenal. It is, to date, the nicest looking and most robust I've seen in any all-in-one. Compared to 17Hats's the SD portal is much better. They also have nice, complete documentation. I've been able to answer my own questions for the most part just by using their FAQ system. Dev team seems to be knocking out updates pretty rapidly. Support has been pretty quick to respond.

Cons

One thing I would recommend is to improve the user interface. Also, as a 100% online business, I need to be able to embed a scheduling link on my website so leads can automatically schedule a discovery call. But that is just not possible with SD right now. It would also be nice if they added chat support once things have calmed down a bit for them.

Alternatives Considered

17hats

Pros

SuiteDash is one of the most feature-rich programs I have ever used. I can replace almost all of my other tools with this one! This product has saved me hours and helped me get more clients. Being able to put so many automations in place has save me countless hours. I also am a to present a really professional client portal to my clients. With the portal, I'm able to set better boundaries for working together, and have a central place to share my files with my clients. Being able to request files from my clients while also giving them deadlines has been game-changing. People will either turn or their work on time, or they have no grounds to complain if their project gets behind because they didn't hold up their end of the agreement. This has saved me from having to work overtime and set better boundaries, with ease.

Cons

I did have to turn off the option to allow clients to book their own appointment because it allows multiple appointments to be booked in one time slot. I wish it was a smart scheduler, however, I appreciate that I can just turn this function off. And I was easily able to work around this by adding a link to my scheduler in the client portal. Another amazing feature, that I could do make it so customizable!