SuiteDash
What Is SuiteDash?
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.
Who Uses SuiteDash?
Small to medium sized businesses looking for affordable, fully branded solutions for Client Portal, Project Management, File Sharing, Email Marketing, CRM, Invoicing and Internal Messaging
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SuiteDash
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Reviews of SuiteDash
Nafiur
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Comments: Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the [SENSITIVE CONTENT HIDDEN] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.
Pros:
I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don't have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc. Also, the ability to create a separate white-labeled portal for clients to login and check their projects and collaborate, is just awesome feature to have.
Cons:
I strongly believe the UI of the tool can be improved. It's good now, but can be much better. Actually, the tool has so many features & setting options, that it gets difficult sometimes to keep track of them. So I would suggest the team to keep working on the interface and UX, so that the workflow can be even faster than now.
Garret
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SuiteDash Changed the way that I think about Business Software!
Comments: Suitedash is solving all of our CRM needs. How we keep track of Leads, customers alike, and their journey and communication with us. Suitedash has provided us with a very professional and branded client portal that is secure and dynamic and personalized. It is making our sales, onboarding, and record-keeping easier and more efficient. All of our business data is in one place and we don't have to be constantly making sure our apps are communicating effectively. Online scheduling of appointments with leads and also clients is more streamlined and efficient.
Pros:
Suitedash is the best-valued software that I have ever seen! The biggest benefit is that it eliminates the need for so many other softwares for a killer deal! I love their attitude of unlimited CRM contacts and unlimited employees. It also consolidates all of our data into one place which has made my life infinitely easier. Before SuiteDash we had so many other softwares that I had Frankensteined together with a combination of APIs and zapier. Suitedash has saved me so much time but also time teaching other employees how to use our software. The LMS feature and the automated onboarding have helped us get employees up to speed faster but also saved us time and money by getting our clients onboarded and comfortable with our products!I LOVE the ability to white-label the software, it helps build even more trust with our clients. I am amazed at how fast SuitDash rolls out improvements and additions to the software. They really listen to the community and develop solutions to the communities problems! I feel like SuiteDash is an investment because each new release of features is saving our company time and money.The automation in SuitDash has eliminated lots of human error and saved us so much time, money and effort. Also, the ability to truly personalize each client's dashboard to them has really made our users' experience even better. Also it has made our product seem even more valuable.
Cons:
The only downside to Suitedash (Although this is not really a negative at all) is it is such a complete all-in-one software there are so many things to learn about it. SuiteDash is so robust I still am realizing ways that it can improve and make our business better. Again that is not really a downside, If you start using Suitedash to only solve one problem, you will be pleasantly surprised to learn that it can make running a business infinitely easier and more automated.
Emily
A game changer!
Comments: SuiteDash has really helped us provide a user-friendly, secure portal for our clients, which we were in desperate need of. In addition, however, we are able to schedule our clients and send automated reminders and calendar invitations for appointments (which we used to do manually!)
Pros:
We are a small law firm and were in desperate need of automation capabilities for our internal processes. We found SuiteDash and it was a game changer! Not only were we able to automate certain processes but we were able to offer a secure client portal system for our clients. We worked with a SuiteDash Wizard ([SENSITIVE CONTENT]) to help us learn how the software could apply to our business and every experience was phenomenal!
Cons:
The only downside we've found is the learning curve when initially setting up SuiteDash. Luckily, there are Wizards who are available to answer questions specific to your needs and lots of helpful videos on YouTube.
Doyle
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Comments: Overall it was good for the price.
Pros:
I think the price was good for what it offers. Very customizable.
Cons:
There were a few glitches that I never worked out.
Brian
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Comments: Suitedash resolves problems my business never knew existed! They have been able to provide enhancements to our client portal through custom CSS and HTML. The other issue suitedash is solving is creating a report system for the CRM and document signing digitally which beats having to shell out $$ to docusign.
Pros:
Suitedash is the perfect all in one solution for our company. They not only allow us to isolate our CRM clients by delegating circles for reporting purposes but they even allow us to provide a custom client portal for our customers to log in.
Cons:
There are no notable downsides to the Suitedash software that we have encountered. We have been using Suitedash for more than 2 years now and they are constantly enhancing the system.
