User Reviews Overview

About SuiteDash

SuiteDash is a business management solution that helps organizations streamline operations related to workflow optimization, subscription management, feedback collection, file storage and more on a centralized platform. The...

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Feature ratings

Value for Money
4.9
Features
4.8
Ease of Use
4.6
Customer Support
4.8

Browse SuiteDash Reviews

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Mark
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/05/2023

I love Suite Dash because it makes it possible to expand my business and to get things done.

I am continually surprised at how much is possible with this software. It keeps replacing other tools that I thought were irreplaceable.

Pros

As I learn the system, I am finding more uses for this software. I especially like the marketing features and CRM features, as well as forms.

Cons

There is some learning curve, but the documentation, written and video, is excellent.

Response from SuiteDash

Hi Mark,

We are so glad to hear that you are loving SuiteDash! We designed our software to help businesses of all sizes grow and succeed, and it's always rewarding to hear from customers who are seeing the benefits of using our platform.

We understand that there may be a learning curve when first starting out with SuiteDash, but we've worked hard to make our documentation and video tutorials as comprehensive and helpful as possible. We also have a team of friendly and knowledgeable support staff who are always happy to help answer any questions you may have.

We're constantly working to add new features and functionality to SuiteDash, and we're always looking for ways to make our software even more user-friendly. We're grateful for your feedback, and we'll continue to do our best to meet your needs.

Thank you for being a valued SuiteDash customer!

Sincerely,
Your friends at SuiteDash

Replied 19/05/2023
Deyan
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

4
Reviewed on 07/04/2023

Extremely versatile CRM and client Portal software

Overall, very functional platform with great value-for-money. There's plenty, even an excess of information about everything. The visual design is not good though. For me, I wanted some CRM with Client portal features, but the client portal functionalities were not versatile enough, and the CRM with marketing features were also subpar to some other softwares, so instead of an all-in-one solution (which we all initially dream of), we ended up using a couple of separate tools that individuall do better what SuiteDash tries to accomplish altogether.

Pros

There aren't many software companies whose sole purpose is to give you as much value as they can (generally they focus on extracting value for themselves). Suitedash has really tried to get you all the digital tools necessary to run your company at one place for a single, fair price. From CRM, FIle sharing, invoicing to client portals - you instantly get the feeling that they got you covered in more or less every way.

Cons

The downside of trying to get everything done is that you end up with one big mess. The platform seems to have prioritised quantity of features over substance in some cases, as things like ease of use and deployment and quality of interface feel a bit overlooked. The visual design of the platform is really not up to 2023 standards, feels 10 years old and there's just so, so much text everywhere.

Alternatives Considered

Gist, HubSpot CRM and Dashly

Reasons for Switching to SuiteDash

In the end - I did not. I wanted to replace SuperOkay with SuiteDash, but SuperOkay is cleaner client portal solution, and for the CRM and conversational marketing, there are better solutions too.

Response from SuiteDash

Hi Deyan,

Thank you for taking the time to share your feedback on SuiteDash. We appreciate your recognition of our efforts to provide value and a comprehensive set of digital tools at a fair price.

We understand your concerns regarding the platform's interface, ease of use, and visual design. While we strive to offer a wide range of features, we also recognize the importance of usability and aesthetic appeal. Your feedback is valuable to us as we continue to improve and refine our platform.

We're sorry to hear that SuiteDash did not fully meet your needs as an all-in-one solution. We understand that different businesses have unique requirements, and there may be alternative solutions that better suit your specific needs for CRM, client portals, and conversational marketing.

Thank you for considering SuiteDash. We will continue to work on enhancing the user experience and addressing the areas you mentioned.

Your friends at SuiteDash

Replied 12/05/2023
Leone
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
1
Customer Support
1

3
Reviewed on 03/10/2022

Slow & Old / Bad Customer Service

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

Pros

This is real honesty! SuiteDash has the features that my business needs. It has everything I could ask for. SuiteDash is really open sourced and amazingly customisable from branding to workflows. Features that SuiteDash has is not seen on other CRM systems I've tried and.... I've tried a few.

Cons

Alright here are the bad things.

In the UK and EU ... SCA came to force. SuiteDash has been telling me for over 7 months that they are working on the Stripe Upgrades. Been told it will be done in few weeks, or days. Nothing for 7 months and stoll waiting. My clients payments been getting declined and had to manage payments over the phone. This really annoyed me because they are rolling useless updates instead of something that's really important.

Secondly, the UI is old... ugly... hard to use... and slow. Like slow like proper slow. Like 10 seconds to load a page..... I have 200Mbs speed broadband.. and its still slow. Maybe work on server and UI to be honest.

Projects:
Okay I do like the projects however, it's back and forth between client details, invoices, project and tasks. It's not in one tab... like go into project to see the client details.. assigned invoice to that project... like it's so all over the place thay I'm wasting time going back forth.

Subscriptions:
Great feature as I deal with recurring payments a lot. However, when a client doesn't pay and the system tries for 3rd time it cancels the subscription. Which then neither me or the client can reinstate the subscription. I have to create a new subscription invoice to activate a subscription.
Also when it's cancelled, it's not moved into archived subscriptions. Just is in the list in red with all the active ones as well which is annoying and not needed.
There's more to be honest.

Response from SuiteDash

Hi Leone, just wanted to let you know that SCA for Stripe is now live!

We have been working on it in the background for quite a while as you say - there are many more scenarios to cover than you might realize (We use our own built-in subscription engine, so we needed to cover the recurring transactions also - again, this may not be obvious, but there is a lot there)

Many more improvements are actively on the way in just the areas you identify as challenging!

Thanks for the kind words and honest assessment of your experiences!

All the best, Mike

Replied 13/10/2022

Top SuiteDash Alternatives

Duane
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/05/2023

SuiteDash is THE Client Portal.

We use SuiteDash on the daily and in all aspects of our business. We find SuiteDash to be user-friendly and very Client forward, which has been a game changer for us.

Pros

SuiteDash allows me to have all my Client information and communications in one location and is always available to the Client. One of my favorite features is the integration with our website which allows me to direct our clients to our website on the daily which allows us to always have out latest messaging front and center.

Cons

If there is a con it is wrapped in the strength of the product and that is its infinite customization ability. This is not a con but more of a rub as with great power comes great responsibility. So your initial configurations might take a bit longer on SuiteDash but you are able to do things on SuiteDash that no other product allows. So its Con is actually its greatest strength.

Alternatives Considered

Zoho CRM, ClickUp and HubSpot CRM

Reasons for Switching to SuiteDash

SuiteDash is a complete offering that doesn't force you into additional purchases, everything is there and is fully functional.
Jermaine
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/05/2023

Suitedash has leveled the playing field for us

It's helping us to consolidate as an organization. Prior to it, we were using approximately five other platforms. With this tool we're having to piece together less and can focus more on our service.

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.

Response from SuiteDash

Hi Jermaine,

Thank you for taking the time to write such a positive review of SuiteDash! We're so glad to hear that you're finding our software to be so helpful and efficient.

We understand that no software is perfect, and we're always working to improve. We'll definitely consider your feedback about Forms, and we'll look into ways to improve it.

We're glad to hear that you're finding the support to be comprehensive, and that you're able to use integrations like Zapier to bridge any gaps. We're always looking for ways to make our software even more user-friendly, and we'll definitely keep your comments in mind as we continue to develop SuiteDash.

We're always happy to hear from our customers, and we're grateful for your support.

Your friends at SuiteDash

Replied 22/05/2023
Yanek
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/05/2023

Very Customizable and Value Oriented

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

Response from SuiteDash

Hi Yanek,

Thank you for your review of SuiteDash! We're so glad to hear that you're finding our platform to be a valuable tool for your business.

We're always working to improve the performance of our platform. We're also working on making the learning curve a little less steep with tutorial videos and documentation, so that more users can get started with SuiteDash quickly and easily.

We appreciate your feedback and we're always looking for ways to improve our platform. If you have any further questions or suggestions, please don't hesitate to reach out to us.

We're glad to hear that you've found SuiteDash to be a better value than other options you have tried. We're committed to providing our customers with the best possible platform, and we're always working to add new features and improve the performance of our platform.

Thank you again for your review!

Your friends at SuiteDash

Replied 22/05/2023
Mukhtar
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 14/04/2023

Beyond the Dream!

SuiteDash is not only an excellent provider of a superior All-In-One business portal. They are also an exceptional provider of essential and continuing thoughtful customer support. Which by itself, makes this a thrilling and rare acquisition.

Pros

Xtreme White Labeling! Our agency strives to provide our clients with a seamless, unified, and intuitive user interface and user experience. SuiteDash scores top marks in making us a hero to our clients who we then make heroes to theirs. Highly customizable is a gross understatement in describing the software. There is great attention to detail in implementing fixes and features. They even completely rethought and reconfigured a substantial and keenly integral piece of the CRM so that it would better serve the prevalent current and emerging future use cases suggested by a majority of loyal users. Custom SMTP email. Time tracking is a breeze. Payment Processor Integrations and API, yeah we must not forget to mention that! Flows and Funnels are real here. SuiteDash remains on the cutting edge with automation forward, front, and center operation in every fiber of the culture, philosophy, practice, and improvement.

Cons

When peering over the fence into the lives of the business portal newcomers, with their flashy UIs, it's easy to get a little wistful for a bit of the bling of a shiny, more modern UI/UX. The project planning features can use some TLC. This is nitpicking at its finest. SuiteDash overall is a stellar performer and solution bringer. SuiteDash can shatter the confidence of the novice who is light on business planning, strategic problem solving, or conditional logic experience. Yet, it remains one of the most well-documented and community-supported SaaS platforms that we have ever used. This capacity for shattering comes with being so adept at doing so much, so well that it can be overwhelming when its time to decide which thing to do and when.SuiteDash is not the villain here. Rather we profess that it is the nature of the problems that demand the solutions that SuiteDash is so capable to resolve, which is the root of novice angst. Thankfully, there are professional geeks out there in the SuiteDash community and elsewhere who thrive in that space of crafting the near-perfect startup setup.

Response from SuiteDash

Hi Mukhtar,

Thank you for the amazing feedback on SuiteDash! We're thrilled to have had such a positive impact on your agency and clients. Our Xtreme White Labeling, deep customization, and attention to detail make us a top solution.

We're continuously improving, with a focus on automation and user experience. While we understand the desire for a more modern UI/UX and enhanced project planning, we greatly value your suggestions. Our commitment to documentation and customer support sets us apart.

Thank you for choosing SuiteDash as your All-In-One business portal. We are dedicated to providing you with exceptional software and continuing support to help your agency thrive.

Your friends at SuiteDash

Replied 12/05/2023
Coach
  • Industry: Venture Capital & Private Equity
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/05/2023

"A Comprehensive Solution for Streamlined Business Management"

Suitedash provides a secure and professional space where clients can access their project details, communicate with the team, and view invoices. This has significantly improved client satisfaction and communication efficiency. Moreover, the ability to customize the client portal with my branding elements adds a touch of professionalism and reinforces my business's identity.

Pros

The user interface of Suitedash is clean, intuitive, and well-designed. Navigating through the various modules and features is a breeze, even for someone who is not particularly tech-savvy. The dashboard provides a quick overview of the business's key metrics, allowing me to monitor progress and make informed decisions effortlessly.

Cons

The con would be me living in NC but Not knowing about one of North Carolina's great business products "Suitedash" before wasting so much money on other expensive software is the only thing I dislike about SuiteDash. Getting back to being serious, The onboarding is a little scary at first but...... when you watch all the great tutorials, it's truly a breeze.

Alternatives Considered

ClickFunnels and Kajabi

Reasons for Choosing SuiteDash

Pretty solid company. I was tired of yearly expenses and needed something that worked for my business. As a business owner myself, I can see the roadmap to success just trusting the process along with the compassion from the maker, Mike and the team always making tutorials.

Reasons for Switching to SuiteDash

Price and quality

Response from SuiteDash

Hi there!

Thank you so much for your detailed and thoughtful review of SuiteDash! We are so glad to hear that you are finding our platform to be a valuable tool for your business.

We appreciate your feedback on the onboarding process. We know that it can be a little daunting at first, but we're always working to make it as easy as possible for new users to get started. We're glad that you found the tutorials helpful, and we're always happy to answer any questions you may have.

We're also happy to hear that you are enjoying the many other features of SuiteDash, such as the secure and professional client portal, the ability to customize the client portal with your branding elements, and the affordable pricing. We are constantly working to improve our platform and add new features, so please continue to provide us with your feedback.

Thank you again for being a valued SuiteDash customer!

Your friends at SuiteDash

Replied 22/05/2023
Adam
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 16/05/2023

Incredibly Powerful - limited only by your imagination

Overall I have been 'blown away' by the functionality. Even though it is very much aimed at non-technical users however you really will need to spend some time getting the most from the suite of tools (or if you can, dedicate an individual or team to planning ahead of implementation). I would absolutely recommend SuiteDash for any small to medium sized business however and frankly even larger in size - particularly on a departmental capacity.

Pros

The depth of features and functionality is incredible. WIth SuiteDash you can automate nearly all aspects of sales, production, marketing and comms!

Cons

Inevitably with an application as feature rich as SuiteDash the learning curve is a steep one. Although they provide a library of videos and documents I would like to see much more and regular free webinars, preferably aimed at specific use cases (e.g. agency, construction, retail etc).

Response from SuiteDash

Hi Adam,

Thank you for taking the time to write such a detailed review of SuiteDash! We're so glad to hear that you're finding our software to be so powerful and versatile.

We understand that the learning curve can be a bit steep, but we're always working to make our documentation and video tutorials more comprehensive and helpful. We also have a team of friendly and knowledgeable support staff who are always happy to answer any questions you may have.

We're always looking for ways to improve our product, and we appreciate your feedback on the webinars.

Thank you again for your review! We're always happy to hear from our customers, and we're grateful for your support.

Your friends at SuiteDash

Replied 19/05/2023
Nguyen Van
  • Industry: E-Learning
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
4

5
Reviewed on 23/05/2023

A unique app for your business empire

All things experience when using SuiteDash software is wonderful: The interface is beautiful and simple, the system runs fast, smooth and stable, there are almost no errors because the code is so well written, many automatic great features that any software has, diverse form interface library, language customization features, digital academy... I can't list them all here.

Pros

SuiteDash is a multi-featured software that integrates many functions. Previously I used more than 10 software for my business management. The disadvantage is that it is very difficult to link those software together in work, now there is SuiteDash and I don't need to worry about the compatibility between the software anymore. Now, I just need to use SuiteDash software with only one login account to manage and everything is solved.

Cons

Because of so many new features, there are new terminology as well as management logic that makes newcomers confused in the initial stage. However, their knowledge library and support have made up for it somewhat, helping users get used to using the software more.

Tae
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/07/2020

White Label Portal for Clients

Clients have one central location to communicate and upload/download files. As a web development agency, this has been a huge boon. No more email tags and using shared Dropbox and Google Drives to have file exchanges.

Allows me to grant and revoke access to clients and my staff members as their designated roles change.

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.
Ben
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/09/2020

A very well-thought-out package.

We use Suitedash to organize remote teams, simplify our work flows and ultimately cover many of the challenges we face in administration, sales, marketing and organization. This way, numerous other applications become obsolete and things can be organized centrally. That’s really worth a lot.

Pros

For me it's the sheer range of functions that makes Suitedash stand out. I was especially pleased that the set-up is very easy thanks to extensive text and even video documentation. My Team now use many features on a daily basis: As a CRM, the software helps us to keep track of customer relations at a central point, to set up and manage appointments and ultimately increase customer loyalty and brand awareness. We will soon use the software as a client portal as well, which will give our customers a useful service tool to saves time (for them and for us). The Software can be whitelabled to a great extent right out of the box, and with a little additional CSS even larger customizations are possible (all strings can also be translated as well, which is great). My Team now shifted our project management to Suitedash since the time recording and billing functionalities come in quite handy - messaging, Kanban-Boards and file sharing with sufficient storage space are there as well. In Short: Because there are so many useful features, it's hard to tell which one stands out the most. Suitedash is just a well-thought-out overall package with lots of use cases for small to medium companies.

Cons

Some features are currently still under development and are therefore not quite perfect. For example, subtasks cannot be moved yet. But I think the Suitesash team is keeping an eye on these little things and will fix them over time. The public roadmap also shows that the team is working hard on the product. So it's all good.

Alternatives Considered

Jira, Trello, Salesforce Sales Cloud and Mailchimp

Reasons for Choosing SuiteDash

The functional scope of Suitedash covers numerous individual applications. Therefore, it makes little sense to not bundle some of the most essential tasks with this suite.

Switched From

Trello

Reasons for Switching to SuiteDash

The fair pricing, the range of features and the friendly Suitedash-Team.

Response from SuiteDash

Hi Ben, and thank you for your feedback! We have even more great things on our updated roadmap, and have been working tirelessly to release new features all the time :)

Replied 10/12/2020
Rosendo
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 31/07/2020

All-In-One Software

I just bought SuiteDash, so I am not too experienced with it. I like that I can automate many processes of my business which will allow me to work more on my marketing to bring in more clients.

Pros

I am loving SuiteDash. In no particular order, the features I love about SuiteDash are intake forms, send invoices, accept payments, client subscriptions, multilingual, email marketing, custom domain, project management, customization, different levels of employees and clients, and file storage. I am slowly implementing SuiteDash under my own company, and I see that in due time, I will have more time to work on marketing. Thanks for such a great product! I highly recommend SuiteDash!

Cons

What I like least about SuiteDash is the learning curve. I really don't mind that, but since I am a very busy person, it takes more time for me to implement it. I do realize that SuiteDash is extensive, and I was prepared with taking a while to learn. I am not worried about this though as I know I will get it done. I would also like to see a more robust CRM. It's important to keep track of my clients, and using a CRM is important. SuiteDash can also be a little techy if you don't know what you are doing. This could increase the learning curve, but really, it's such a great software! Again, thanks for such a great product!

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to SuiteDash

I took a chance and bought it while it was featured on Appsumo. I have bought software on Appsumo before, but after using it for a while and seeing the potential for my business, I bought more codes on Appsumo. SuiteDash is the software on Appsumo that I have bought the most codes to get more features.

Response from SuiteDash

Hi Rosendo, and thank you for your feedback! SuiteDash has a lot of features and we recognize that it can be overwhelming to get started. That's why we are now focusing on our "Simple Start Series" on our Youtube channel. You can join us here: https://www.youtube.com/c/Suitedash/

Replied 08/09/2020
Alfred
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 03/09/2020

The one ERP to Rule Them All?

Pros

The system is absolutely packed with every possible nick and cranny of business needs you know about, and DON'T know about. The ability to be customized to such extent to look, function and provide so much it is unmatched. From Project Management, Employee Portal, Customer Portal, Contracts, CRM, Mobile App, Invoicing and we can keep going.

The most impressive is that normally a system can not be this good in everything it offers and does. This SaaS is the exception, it is not perfect (lets be honest nothing ever will be "perfect") but it will take you a long long time to find where the system is lacking anything "special" for your unique business. If that is the case, they are just around the corner to answer questions and resolve any issues you might have quickly. This is the type of system and service you wish you would build. It doesn't require marketing! It is so good, they already have so much word of mouth referrals because IT IS an excellent system.

Cons

Because the system is so robust it requires good training to help you see all of the options, setups needed to take full advantage of the system. In Short "Training Material"

Response from SuiteDash

Hi Alfred, and thank you for your feedback! We know it can be intimidating to learn everything there is to know in the platform. We now have our SuiteDash Academy with helpful videos to get started: https://academy.suitedash.com/

Replied 09/12/2020
Jesika
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 11/08/2020

Client Onboarding & Management Streamlined

I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.

Pros

I want to compliment the high level of customer support that I have received from the SuiteDash team this past year. They have improved their functions, site speed, and features that were not previously there before a few years back. I've watched and followed the progress of this company for quite some time now. I'm proud to say that we are now and full fledge Pinnacle user. We've also set up a few startup companies to use this CRM system as well. I love that they provide us with an insight/roadmap to a forecast of their progress in implementing new and upcoming features, it's exciting to see as an existing user. They're many CRM platforms out there, and it appears that they are looking into becoming, a one size fits all type of system. Keep up the great work!

Cons

I'm impatient, so having to wait for new features to become live is dreadful. Would like to see questionnaire forms improved.

Alternatives Considered

Plutio, Dubsado and Agile CRM

Reasons for Choosing SuiteDash

Client asset review approval/decline functionality feature.

Reasons for Switching to SuiteDash

The upcoming roadmap of the new and improved functions and features.

Response from SuiteDash

Hi Jesika, and thank you for your feedback! We are proud that you have been following our progress and have seen our improvements. We want to get our new features out ASAP - but we have to thoroughly design and test everything we do to ensure it is a good experience for our customers.

If you have any suggestions to improve our questionnaire forms, don't hesitate to send them to [email protected] :)

Replied 01/10/2020
Marie
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/04/2022

What was my life before SuiteDash?

My company specializes in client experiences and journies. This tool allows me not only to manage the leads and clients I currently have, but I manage my entire company through SuiteDash. I'm able to successfully manage my billing, my clients have access to a portal, my emails marketing, my staff, and even my project tracking! The benefits are endless!

Pros

The overall system is a powerhouse and can be used within any small business. The forms are customizable and easy to use. The Client Portal includes file sharing, pipelines, project management, and client communication! There are an endless amount of features that create a beautiful and smooth client journey!

Cons

The only downfall is that you have to learn how to set it all up BUT their Support Team is responsive and there are Agencies that can set up your entire system!

Alternatives Considered

HoneyBook, Dubsado and ClickUp

Switched From

Dubsado

Reasons for Switching to SuiteDash

There is truly no other tool that can compare to SuiteDash. Period.
Christian
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 22/12/2020

Cost Saving Software

I have a great experience so far. When I had a question that was not in the help desk forum, I received a response in less than 24 hours answering my questions.

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.

Vigneswaran
  • Industry: Mechanical or Industrial Engineering
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/07/2020

Complete and reliable business management software with great customer support

Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

Pros

1) It has all the software needed to run a business in one place. Email marketing, CRM, Project Management, Client Portal, Invoicing, you name it.
2) Easy and intuitive navigation on their system. Easy to understand and can complete tasks really fast.
3) Automation on repeating tasks. For example adding customer data into the CRM from signup form and performing email marketing.
4) Whitelabel client portal! Previously we were using a different software for this. With SuiteDash, we can provide our client with needed information right from the same software. This saved us alot of time and money.
5) Their customer support is amazing. Really fast response to solve issues. They also listen to customer's requirements and make improvements on the system. Love them for this!

Cons

The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

Alternatives Considered

Trello, Slack and Asana

Reasons for Switching to SuiteDash

To eliminate the use of different software for different tasks. With SuiteDashm our team was able to run everything from business chat, project management and CRM in one place. And since it combines everything in one place, the pricing is much more affordable. We save alot of money and time with SuiteDash.

Response from SuiteDash

Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.

Replied 07/08/2020
Theresa
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/08/2020

All-In-One Heaven!

It's been great. Customer service is responsive and the platform serves a need we had for a very long time.

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.

Response from SuiteDash

Hi Theresa, and thank you for your review! We are pleased that you consider SuiteDash a "dream come true" :)

Replied 23/10/2020
Azman
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 17/08/2020

My search for Team & Task Management app stopped here

Ease of putting together Time Critical and Project Status reports for my Board of Directors because all info sources I need are at one place in SuiteDash

Pros

The size of File-sharing Boxes, Ease of use by staff, partner vendors and freelancers, Functionality, Brand Customization, Web Integration and of course the Price

Cons

Has a slight learning curve as typically for anything new.

Alternatives Considered

HubSpot Marketing Hub, Google Workspace and monday.com

Reasons for Choosing SuiteDash

The size of File-sharing Boxes, Ease of use by staff, partner vendors and freelancers, Functionality, Brand Customization, Web Integration and of course the Price

Switched From

Zoho CRM

Reasons for Switching to SuiteDash

The size of File-sharing Boxes, Ease of use by staff, partner vendors and freelancers, Functionality, Brand Customization, Web Integration and of course the Price
Franz
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/09/2020

"All-In-One" Business software suite

We love the ability to automate everything from client onboarding to project management, invoicing, and communication all in one place. With no longer needing additional apps to get things done we’re saving money and getting things done faster.

Pros

SuiteDash provides a complete all-in-one solution for a growing small business, CRM, invoicing, payment processing, client portal, email marketing, project management, task management, contract e-signing, client chat, like everything you could ever want to run a business. An added plus is that it is completely customizable and white-labeled.

Cons

The ability to create and send proposals, but this is currently being developed and should be available soon. Another con is the inability to accept payment via bank transfer which I think should be pretty easy to implement since they have an integration with Stripe.

Alternatives Considered

Plutio, Dubsado and Trello

Reasons for Choosing SuiteDash

The overall ease of use and the fact that everything is integrated, no need to switch between apps to get things done.

Switched From

Dubsado

Reasons for Switching to SuiteDash

Ease of use and a centralized platform to manage pretty much every aspect of our business.
Verified Reviewer
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/07/2020

Automate it all from Lead to Client Onboarding

I have enjoyed using SuiteDash and been amazed at all it offers. The support team is responsive.

There are minor annoyances here and there but overall, if you would like to automate more of the process from capturing a lead, getting a contract signed, and getting the client their own custom client portal to help you complete their work, then SuiteDash is amazing.

I also do like the team features for having project templates with full tasks and phases for the different teams to be able to track and complete projects.

The internal knowledge-base is not the slickest but it works and allows us to have a place for SOPs and further instructions for workers/staff.

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.

Response from SuiteDash

Thank you for your feedback! We aim to improve our Forms and expand on our Zapier triggers. We appreciate your valuable insight on how we can improve our platform.

Replied 07/08/2020
Mike
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 01/09/2020

A Must Have All-In-One Solution For Consulting Businesses!

So far I am extremely happy I went with SuiteDash. Having most of my business software needs available in the same interface has been a huge time saver. While it does integrate with many other services, I have found that since switching to SuiteDash, I am using those other services less and less. I definitely recommend SuiteDash to small to medium businesses that want to have an all-in-one solution for managing their clients and projects!

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

Response from SuiteDash

Hi Mike, and thank you for your feedback! We are thrilled that SuiteDash is a perfect fit for you.

We have actually just released Proposals as it was a hotly requested feature. We also have plans to implement a 2-way Google Calendar Sync, and a Support Ticket feature later this year. Stay tuned!

Replied 04/11/2020
Olivia
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/01/2023

Amazing. I'm so glad I found this!

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
Dara
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 14/11/2019

Great customer service!

Overall Suite Dash has been a perfect solution for our business. We are new and growing and we are excited to have SD along for the ride with us. It is really great to know if I have a suggestion on how things could work better for our setup, I can reach out and be offered a solution or possibly have some things changed on their back end to improve our usability.

Pros

We initially chose Suite Dash to use for a customer portal on our online design service simply because it was the only software available to meet all of our needs. We wanted something that could be white labeled, the customer could sign themselves up, we would have an internal messaging system to eliminate e-mails outside their portal, a custom set of menus that they could see, a place to answer a questionnaire and upload photos. No other software could offer us all of these features.

Now that we are set up, it has been easy to accomplish exactly what we had set out to do. Suite Dash has given us a private space to communicate with our clients that is a great user experience for us and for them. The sign up process and log in for the customer has seamlessly integrated into our website. Once they log in, the custom look makes it feel like an extension of our site with our logo and the same colors, which was very important to us.

I have never worked with CRM software, and I am using it in a non-traditional way, so that has come with some challenges on my end and with the setup. Their customer service has been exceptional and has gone above and beyond to walk me through all of the questions and challenges I had. We have encountered several situations where I have asked for things to be set up a little differently and every time they have modified things on their back end to make it better for me and my company. I never expected that level of personalized customer service!

Cons

I don't find many things about this intuitive. It could be my own learning curve because I do not have experience with any other CRM software. However, oftentimes I wished there was a more robust help menu or just an easier way to accomplish some things that I thought were pretty basic. However, although it's not an immediate solution, customer service has always been very responsive and has gone above and beyond to answer all of my questions. It seems like they are still figuring some things out and while that sometimes comes with a cost in terms of clunkiness or not having answers at your fingertips, the benefit is that they have made updates to the software along the way to make things more custom for how we use it. I could never get this level of service from a larger company that is more established.

Response from SuiteDash

You've been a pleasure to work with, thank you for the thoughtful feedback!

Replied 18/11/2019
499 reviews