SuiteDash Reviews

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!

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

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.

I like that it gives me the ability to run my one man operation with ease out of the box. I'm able to market, develop, and retain relationships with clients.

The learning management system seems to be a little bit of an afterthought. I would really like for them to beefed up the functionality more there.

Hi David, We're glad to hear that SuiteDash has provided you with the ease of running your one-man operation. We understand the importance of marketing, development, and client relationships, and our platform aims to support you in all these areas. Regarding your feedback on the LMS, we appreciate your input. We're constantly working to improve our features, and we'll take your suggestion to heart...

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

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it. It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design...

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This software is fantastic. The team created the most powerful software, and they supply all of the components, instructions, and launchpad. It does so much that it takes some time to figure everything out. This tool has everything a small business owner needs.

This is the most excellent app I've ever purchased. The ability to create custom menu items / dashboards / pages for staff & yourself! Suitedash has the potential to do ALL THE THINGS

Hi Ozkan, Thank you for your fantastic review of SuiteDash! We're thrilled to hear that you find our software to be fantastic and powerful for your hospital and healthcare business. We're proud to offer a comprehensive solution that provides all the components, instructions, and launchpad needed for success. We understand that SuiteDash offers extensive functionality, and it may take some time to...

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Flexibility, integrations, workflow, invoicing

No itemized selections in proposal that tally’s the amount up hinders the ability for clients to upscale themselves

Hi there! Thank you for taking the time to share your feedback about SuiteDash. We appreciate your positive comments about the flexibility, integrations, workflow, and invoicing features that our platform offers. We understand your concern regarding the lack of itemized selections in proposals, which hinders clients' ability to easily upscale themselves. We take your feedback seriously and are constantly...

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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.

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.

Hi Duane, We're thrilled that SuiteDash has provided you with a centralized location for all client information and communications, ensuring accessibility for both you and your clients. We understand that the customization ability may require longer initial configurations, but it's also the product's greatest strength, enabling you to do things that no other product allows. We're delighted that SuiteDash has become an integral part of your daily business operations and has been a game changer for you. Thank you for your feedback and support! Your friends at SuiteDash

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)

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

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...

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Firstly, from the top down the company cares about the success of its customers. It's unrivaled in anything I've ever experienced. From [sensitive content hidden], the entire team and system, there's everything you to achieve max productivity with training, tutorials, on-page guides, and even direct 1 on 1 coaching/training. I was looking for a CRM initially but found that SuiteDash offered much more...

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

Hi Robbie, 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 functionality of SuiteDash, the customer support, and the overall experience. We are always working to improve our platform and add new features, so please continue to provide us with...

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

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

Hi Todd, 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 comprehensive and user-friendly. We understand that the sheer number of features and options available in SuiteDash can be overwhelming at first, but we're always working to make our software as easy to use as possible. We also have a team of friendly...

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

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

Hi Flora, Thank you for your positive review of SuiteDash. We appreciate your feedback and are thrilled to hear that our comprehensive client management system has been impactful for your business. We're thrilled to hear that our custom client portal has been user-friendly and impressive to prospects, while providing a streamlined and organized structure for clients to engage with the process. We...

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

Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved. It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs.

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...

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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"

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/

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

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

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...

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I want the ability to create articles based on themes i could list.

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!

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

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 help@suitedash.com :)

It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee. I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap. I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

SuiteDash is such an intelligent tool. While it was originally designed for agencies that service clients, it works amazingly for my coaching business. Previously I was using ClickFunnels to manage the members area of my group coaching/mastermind program. Not only is SuiteDash much cheaper, it replace nearly all of the functions that ClickFunnels had been serving for my business. I love that I can customize the onboarding flows for new members and provide them with custom content. I am currently in the process of converting many of my exercises and worksheets that I use with my clients into interactive forms that can be saved in their profile, so the members area functions as a SAAS, not just a simple training library. I also love the email marketing functionality they have.

The one thing that doesn't work seamlessly is directly inserting contacts from my landing pages into my email marketing lists within SuiteDash. While they do have Zapier integrations, I'd love be able to directly insert new leads from my landing pages and opt-in boxes into my marketing lists. Doing so would eliminate the need for any other email marketing solution as well. There's room for API development, but I really get the sense that their roadmap is genuinely user-informed and that a year from now the software will be light years ahead of anything else out there.

Hi Joseph, and thank you for your feedback! We've actually implemented your desired feature. You can read about it here: https://help.suitedash.com/article/440-general-usage-form-sub-type

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.

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.

SuiteDash houses everything needed to run my business. With one software, everything feeds into everything else.

SuiteDash takes some learning and experimentation to get everything to work together right. But it is really easier than learning multiple software only to learn they don't work together when done.

Hi Tim, 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 understand that there is a learning curve, but we're always working to make our platform easier to use. We're also committed to providing our customers with the best possible support, so please don't hesitate to reach out to us if you have any questions. We're...

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I lke almost EVERYTHING about SuiteDash. It's one of the most amazing software applications I have ever used. I especially love the FULL white label functionalities. I am able to use SuiteDash as my own fully branded client environment ánd tool for collaboration with staff. It's an all-in-one tool and they keep expending their features and possibilities every week. They listen to feedback of their...

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There's only 2 things I don't like about SuiteDash currently, both of which will be resolved in future: - We hardly have any flexibility to design our invoices (in contradiction with the contracts, estimates etc. which we can fully design into very impressive documents) and they aren't focused on the European market yet which means we have to use workarounds to comply with regulations etc. They are already working on this though and hoping to release templates etc. soon. - Secondly, as mentioned before, they don't have the payment processor integrated that I like the most. ZOHO Invoice has that integration, that's how I know. It's a smaller company but they are very professional and very cheap, hence why an integration with them is so important.

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,...

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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!

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!

The BEST thing about SuiteDash is the entire ecosystem (LMS, CRM, project management, invoicing, and booking) that works seamlessly on ONE platform out the gate! I've been able to replace the hundreds of dollars I was kicking out to different services, trying to piecemeal the experience I wanted to provide for my clients. With SuiteDash, the foundations are all there under MY BRAND. And as an added bonus, SuiteDash comes with an entire team of developers cranking out updates and features to enhance an already stellar product and expand their product offering.

The only hang-up I've had is the overwhelm with knowing how to get everything up and running for me. My business is new and growing; learning how to use the product and putting all pieces in place has been a challenge. Thankfully, the team at SuiteDash knows their customer and offers a myriad of options for onboarding and learning everything there is to know about what they've built.

It has a lot of features. But I'm especially in love with the client portal and Circles. For my company, we deal with different industries and being able to group them into various Circles and present them with information that are highly relevant and targeted for their industry is a winner in my book. The team has this incredible roadmap that shows that they really listen to the users. For eg, a...

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In terms of onboarding, because this is a software with a huge variety of functions, it will be better if there are onboarding videos for different industries. OR, perhaps have a checklist of features available, what each feature does and the link to the help article or video tutorial to setup the feature. It can be in the form of a PDF guide with links. That way, I can refer to the checklist to have...

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Hi Joyce, and thank you for your review! Your suggestions will help make SuiteDash even better. We appreciate your valuable insight on how we can improve our platform.

I purchased Suitedash back in April 2020 and I sat on it. It felt overwhelming to learn and I didn't know where to begin. HUGE MISTAKE! When I finally took the time to go through the academy and watch the YouTube videos, I set up my portal over a weekend! I immediately onboarded any new clients to the portal and slowly introduced the portal to my existing clients. This software allows it to be the...

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I think the biggest complaint I have is that the program can be a little slow to load and function. I've reached out to the team and they know improving speed is one of the most common requests. They are working on it!

The proposal creation is a great tool, a great timesaver and potentially very useful.The Circle feature is excellent and a feature I have not come across in other products.The Customer Portal and complete white-labelling is also excellent and well executed.

Communication features are a little limited unless the contact is part of a project. I would like to see the ability to email a potential client through the system, to enable all tracking of comms....at the moment I haven't found a way to do it.Also, it would be very useful to have 'proper' sub-tasks to project tasks - ie allow a task to have a parent task. At the moment the sub-tasks are more like a checklist of To-Dos that can't be assigned to otheres.

Hi Simon, 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 helpful and efficient. Thank you for your suggestions. We're always looking for ways to improve our communication features and our Projects toolkit. We're glad to hear that you're finding the CRM with Circles to be great, and that the project management...

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