SuiteDash Reviews

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.

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.

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.

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.

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

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

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.

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

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).

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.

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

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.

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.

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"

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.

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.

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

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.

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 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

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.

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

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

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.