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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- Industry: Mechanical or Industrial Engineering
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
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.
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
SuiteDash is an amazing all-in-one CRM (and so much more!)
I never really had a handle on my client interactions; they were always scattered. Now, with SuiteDash, everything is in one place. I can see all of the messages, tasks, client requests, files, etc, that are associated with a project *in one place*. It's practically magic.... truly.
I am appreciating how much time I save automating client interactions. Yes, they may take a bit to plan and add to the system but it's SO worth it.
Here's an example workflow: send proposal - proposal accepted > invoice is automatically generated; client pays invoice > 5 automations are triggered, including: project template generated, granting client access to resource files, project tasks auto-created and added to my calendar... the list goes on and on!
Pros
SuiteDash is extremely full-featured. It replaces so many other SaaS tools I have cobbled together over the past 10 years. Now I'm able to run my business more efficiently while providing clients with a top-notch user experience. (Yes, I'm referring to the fully white-labeled client portal app that's included!)
I am amazed at the myriad ways I have automated my business processes and client interactions so that the experience is high-touch and nurturing. As a business owner who's used to doing everything myself, SD saves me time in the long run because I can set up a workflow once and reuse it forever (or until I change it!).
The SD team continually adds improvements and upgrades to the platform, and they actually LISTEN to SD users in their Facebook community. I made a case for adding an additional automation option and was pleased to see it implemented within a few weeks. Very impresssed.
Cons
SuiteDash is a powerful, complex system, so it can be a bit intimidating at first. That's always the downside to any tool that is this feature-rich. It's not something you can learn in a day, but if you're committed to properly planning out your workflows, watching the SD tutorial videos, reviewing the excellent help documentation and taking advantage of the FB user community (don't forget to join!) and SD support team, you'll set yourself up for success.
My suggestion... don't rush it. Take your time to learn the system by creating test/dummy accounts and workflows so you can really understand how to use this tool most efficiently and effectively.
- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Monthly for 1-5 months
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Review Source
It's too complicated to use - need to have an in-house IT to make this one work.
Pros
Well, it's supposed to have everything. Invoicing, project management, CRM, LMS.
Cons
Too bulky, too much work to set-up, quite slow. And cannot integrate with other software as they don't have a public API.
Top SuiteDash Alternatives
- Industry: Design
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
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.
Switched From
Dubsado- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Best solopreneur tool
I make my whole business with this tool.
Pros
SuiteDash is my favorite suite tool. I use it daily as a project management tool, and I appreciate the refined and elegant design.
The tool replaces Jira and Confluence I've been using for years, but it is easier to use and take on, especially for customers not used to working with kanban boards.
I particularly like the ability for customers to make work requests.
The customer portal offers an excellent way to inform and reassure customers on project progress.
The portal page tool is an excellent alternative to Confluence, and the rich editor is powerful.
I use the Office part to create contracts that my customers can e-sign. Just wonderful.
As a solopreneur developer, I regularly work with other teams. So I appreciate the ability to promote users as project managers and that contact (CRM) and crew are well separated.
SuiteDash also replaces my chat tool as it offers an excellent email inbox tool and a chat with unlimited channels.
Cons
I want the ability to create articles based on themes i could list.
Reasons for Choosing SuiteDash
I wanted a monolithic suite of tools and something easy to take on for users non used working with Kanban boardsReasons for Switching to SuiteDash
The tool is very customizable.- Industry: Human Resources
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Best business decision we've made
It's been amazing. So easy to grow, white-label and develop
Pros
All the training videos and support they offer. Building out a CRM like this can be challenging. But the step by step options made life easy and quick
Cons
Honestly, there isn't anything. There are things I'm not using yet, but will when we scale to that point
Reasons for Choosing SuiteDash
Didn't have what I wanted and the program wasn't as good as i needed it to beSwitched From
HubSpot CRMReasons for Switching to SuiteDash
SuiteDash had the support and training i needed to understand how to use it effectively- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Suite Dash is the sweet tool for business management
I have used the same project management system for the past 8 years, and while I was happy with it, SuiteDash just offered so much additional functionality, that it was a no-brainer to change over. While the transition was a little challenging as my old system was quite established, it is not one I would regret. SuiteDash has given me a whole new way of managing my business and clients more effectively and has certainly boosted my profits in the short time I have been using it.
Pros
There is so many great features it is hard to point out what I liked the 'most', but the client portal is certainly a stand out feature, and the LMS add on in the higher package is well worth the additional cost, as I can now provide useful training videos for clients. And the onboarding process in SuiteDash is outstanding.
Cons
Probably the learning curve, as there is quite a lot to set up. However, keeping in mind that SuiteDash offers so much functionality, this is understandable. And there are great training videos provided to help you through each stage.
Reasons for Choosing SuiteDash
SuiteDash offered a lot of additional functions that I previously did not have access to. The Onboarding and CRM and two of the standout reasons I made the change.Reasons for Switching to SuiteDash
I tried at least 4 other applications, but none offered the complete package that SuiteDash does.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
SuiteDash is a swiss army knife of business software tools that is rapidly improving
Our experience with SuiteDash has been great so far. The SuiteDash team is responsive and there are tons of training resources in the knowledgebase and the YouTube channel. I feel that the team is receptive to the userbase and has committed to continuously improving the platform. Since we subscribed 2 months ago, there have been more than a dozen updates to the software that improve functionality.
Pros
The automation features such as e-mail drip campaigns, recurring invoicing, forms that can be sent to clients to gather information, and automated "FLOWS" that can be triggered by certain actions. The user base and Facebook groups are also great for learning the software roadmap and requestion new features.
Cons
The speed of the dashboard could be improved, and because of the deep configuration options available, there is quite an initial learning curve when setting up the software.
Reasons for Switching to SuiteDash
We chose SuiteDash because of their lifetime pricing plan structures which provide a deep long-term value, and the customization and white-label features available.- Industry: Computer Software
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Loving this platform!
It has allowed me to move all of my automations to the one space.
Pros
I love that all business systems are in one platform! I've gone from using one system for bookings and a different system for automated email management which split my CRM across two systems to a fully integrated platform!
Cons
It did take a bit of time to work out the best approach for setting up the system. Once I did figure it out, it was just onwards and upwards from there!
Alternatives Considered
17hatsReasons for Choosing SuiteDash
The all in one approach.Reasons for Switching to SuiteDash
Better pricing and availability of client app.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
SuiteDash Highly Recommended
My experience with SuiteDash has been a gamechanger. I am able to more efficiently manage my team and our projects. We have everything at our fingertips for our clients. Our clients have access to all of their documents. The last thing I will stress is how customizable the whole system is! You can customize EVERYTHING!!
Pros
I love how robust this system is! It is IRS compliant, and offers a secure document and client portal. There's a training portal. There are all kinds of different tools that allow my team to work more efficiently.
Cons
It takes a while to absorb HOW MUCH this software does. It took me a while to get it implemented fully, but they are adding new things all the time, and it is only getting better and better. Overall, there are no negatives to this software, other than being overwhelmed on my part by how much it does.
Alternatives Considered
TaxDomeReasons for Switching to SuiteDash
There was more ability to customize the software to what I wanted it to be, while also offering more by way off marketing campaigns and teaching possibilities in the future.- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
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!
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/
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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/
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
A unique client portal solution with so many great features
We have increased our client satisfaction and received more positive reviews while reducing our number of support tickets and back and forth emails with clients.
Pros
My favorite feature was the ability to implement our own CSS to fully customize the branding of our login page and client portal. Also, being able to use variables to display unique data for each logged-in client makes this a very unique and powerful solution.
Cons
The only feature that was missing when I purchased SuiteDash was a "Pipeline" view in the CRM to give me some basic analytics on our sales pipeline. I reached out to Support about this and they said they already have this feature in development and it is scheduled for release soon during this quarter (Q3 2020) so I'm really excited about that and once it is released this solution will have everything I need.
Reasons for Choosing SuiteDash
Clinked was missing important features we needed like a custom login page on our domain as well as full white label with CSS customizations for branding the portal to be our own.Switched From
ClinkedReasons for Switching to SuiteDash
SuiteDash offered unique features that the others did not offer. Such as a custom login page on our domain as well as full white label capabilities with CSS customizations for branding the portal to be our own.Response from SuiteDash
Hi Keller, and thank you for your feedback! We have actually released our first iteration of our new Deals functionality, and will be releasing 2.0 very soon!
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
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.
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] :)
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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!
Switched From
DubsadoReasons for Switching to SuiteDash
There is truly no other tool that can compare to SuiteDash. Period.- Industry: Internet
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
SuiteDash is great for limited use
Got a Lifetime deal, which wasn't a bad price, but once I spent a lot of time setting up our data, I realized the serious limitations of SuiteDash's ability to function as a CRM. The team is good and the product is fine, but it's more limited than their marketing material would suggest.
Pros
SuiteDash has a solid foundation of task management upon which to build but it's offering a lot of functionality that just isn't there yet. The team is also very responsive, which bodes well for their future.
Cons
The CRM does not connect to email to capture regular interactions nor does it record all interactions without marking things manually. As a longtime CRM expert, I can tell you that CRM only works well when a lot of the tracking can be automated by the systems interactions, leaving the user time to get work done. SuiteDash isn't there yet.
Reasons for Choosing SuiteDash
Pricing.Switched From
Bitrix24Reasons for Switching to SuiteDash
Pricing but then we switched back to Bitrix24 when we realized how limited SuiteDash was on the CRM aspects of the product. Once they spend more time focused on what their customers truly need to succeed, I think the product will get to where they want to be.- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Just getting started but SO EASY TO GET GOING!!!
I have been a power user of InfusionSoft, even attending their developer conferences, I have used Creatio provided by our global organization and both of those great services are a ROYAL PAIN IN THE you know what to get started and running. It literally takes months in some cases before you can actually start to use the program. We started using the program the same week with SuiteDash! Just do it, you have support and tech tools that you can work non-stop and find answers as you go in a snap. With other tools, you are relying on support forums or email to get things going...
Pros
The ease of getting up and running with connected services was a SNAP! Made it so easy to each task because there are video tutorials on how to do every step of the process and get going in hours not weeks or months!
Cons
Not having enough energy in my day to put all of the amazing tools to work. There are so many more aspects of the system that I am excited to get into and start using and I have only started to scratch the surface!
Reasons for Choosing SuiteDash
Too difficult to configure!Switched From
Creatio CRMReasons for Switching to SuiteDash
The cost and support as well as the BUILT-IN FEATURES and connected services. AMAZING value!- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great suite of tools that helps improve my workflow
I am using suitedash to solve estimating, invoicing, subscriptions, CRM, task management, and project goals
Pros
It has been an evolving time with SuiteDash regarding what I like best. First I liked the simple CRM and task management for standard tasks and project based phases and tasks.
As new needs arise suitedash has the solution. Client Portal was easy to set up, management of permissions and file uploads from clients was a breeze too. My non-tech clients can navigate the software easily on the client side.
Customer Invoiving, payments, and subscriptions are all available in one suite, as well as adding it to a subdomain of my main site and white label for customer constancy.
Cons
The only thing that I would like to see from SuiteDash for my current needs is a history of emails sent in the invoicing section.
- Industry: Internet
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
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.

- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
White Label Client Portal Software with Host of Features
SuiteDash has helped us to provide better customer / client experience. We have slowly started migrating all our customers / clients to our client portal where they can receive updates to their projects and download reports.
It has helped us to easily request relevant files for projects right from the client portal itself.
Direct Benefits:
It has streamlined our client project reporting. We are saving a lot of time and able to serve reports to our clients in a professional matter. As many of our projects are similar of nature, we are able to clone pages and save time while providing such reports to multiple clients and companies.
As the SAAS provides PWA, our clients are able to quickly get updates straight on their phone
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.
Response from SuiteDash
Hi Kaushal, thank you for your feedback! We definitely have plans to update our UI. I have great news for you about Proposals...we are planning to release it THIS WEEK :)
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
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
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
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!
Switched From
AsanaResponse 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!
- Industry: Design
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
All in One CRM + Project Management + TONS MORE!!!
I switched to SuiteDash after searching for a product that would replace my old CRM, Ultimate Client Manager, which was abandoned by the developer. I was surprised how difficult it was to find something that combined everything that UCM had. Most products had project management, but not client support/tracking or vice-versa. Then I came across SuiteDash. It has (or will be having once a few things planned for release are done) all the features of my old CRM plus a lot more! As with setting up any CRM, it takes quite a bit of time to get things set up and customized the way you want. Since Suite Dash offers an unbelievable amount of customization options, this can be daunting and a turn off for some, but it should be seen as a strength. So, yes, plan on spending a good amount of time getting things together and set up before you "switch" or "use it live". I spent about a month and a half getting things set up, then went live with just using some of the main features (I am still learning and testing other features).
Because there are so many features that SuiteDash encompasses, you can use it for almost any industry you can imagine. There are some feature that I will likely never use, and that is ok - it just means that more types of people/industries are using SuiteDash and advancing its development which will ultimate also help me in the end!
Customer Support has also been pretty responsive and helpful! This has been a great switch for me!!
Pros
Really like how it is highly customizable and has a ton of options! It has an ongoing team developing it, which means the features keep expanding and it stays current. Since it is hosted by them, I don't have to worry about applying updates. The Support team has been very responsive as well!
Cons
The main things I don't like are features that are missing that are slated to be released soon: A support Ticketing system, installment payments, and reporting feature. Once these are added, it will have all the features of my old CRM and many more!
- Industry: Research
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great Feachers I am always waiting because It's slow
Idea's about function is great. Practically it just does not deliver at all. Nor do they support the product.
Pros
I really like the proposed feachers and the way they have them organized is great. Also they have attempted to have a Quick books upload.
Cons
When I want to create and invoice it can take 4-6 min for one to load. It's like there servers are in Slow-mo. The quick book upload doesn't really work either. It brings the items in great but every entry needs to be hand fixed because the GST never transfers properly. Also the invoice number doesn't transfer? Lastly since the most resent update customer service help went from difficult to impossible. So in short I am paying to watch the little round load meter go round and round instead of being productive.
Response from SuiteDash
Hi Christy,
Very sorry that you were not able to get up to speed with SuiteDash.
You should mention that our team did spend a great deal of time trying to work with you, but it was very challenging because of how you repeatedly responded with demeaning and borderline abusive language.
We do our best to support everyone regardless of their level of technical proficiency, but I had to make the call to shield our staff from that kind of treatment.
We wish you nothing but the best, and hope you are able to find a perfect solution for your needs.
Thanks,
Mike
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
This is hands down one of the best pieces of software I have purchased in a very long time.
So far it has been an exceptional experience. They are extremely helpful and extremely responsive to everything I send them. The product is doing exactly what I want it to do and with the projected updates are highly anticipated.
Pros
I consider myself a collector of software. I like deals and I like stuff that works. This was both in one package. Not only was I able to get my platform up and running with minimal effort, I was also able to whitelist like a pro in a few steps. Even if you are not a DNS wizzard there are step by step instructions to guide you. The platform is fully customizable and will be my entry level attempt at building a small portion of my customer applications to meet their business needs while I do all the nerdy stuff in the background. I am one person and it sounds like it would be overwhelming to try to manage CRM for a company no matter how small. Templates, Templates, Templates. Suitedash has plenty of walkthroughs and documentation to help you design and build templates that you can reuse over and over. Once you have templates in place you can easyly reuse them for a multitude of things. Most of the freeform text leverages placeholders so you don't have to customize every single landing site for every customer. Let me tell you the absolute best part.. Web App on any device. You don't have to be an apple developer or google app wizard, you just click the button and the site creates the app on your screen. Super easy. You can also get those not so tech savy folk onboard in no time with the magic link feature. Overall, an amazing SaaS offering at a great price. If you need some CRM in your life, suitedash is the best way to get involved. They are constantly updating the platfor
Cons
I had to read a little and watch some video walkthroughs but it was well worth it and highly educational!