SuiteDash Reviews

Pros

I love the fact that SuiteDash ties in so many different functions into a unified interface. The capabilities unlocked with this functionality are truly impressive and lead to organizational processes enhancements that couldn't be easily realized if the functions were executed with multiple non-related applications.

Cons

There definitely is a learning curve and it is not for the faint of heart. Additionally, to truly be able to utilize the full functionality of the product, users and process designers should have a solid understanding of their organizational process flows and how they want steps to happen. This is critical as automation is a big part of the product's capabilities.

Alternatives Considered

Agiled

Reasons for Choosing SuiteDash

Unification of interfaces and processes, not to mention automation capabilities.

Switched From

Dubsado, Dropbox Business, Calendly, Zapier, Pipedrive and Asana

Reasons for Switching to SuiteDash

SuiteDash was more robust and established as a comprehensive product suite.

Pros

The way you are able to white label your own "platform" for doing just about any business function is a real game changer at this pricepoint. It can be as simple as a CRM system or full-blown project management, client portal, etc. The way the system is thought out is almost like a blank space for you to create whatever functions you need and make it your own

Cons

I've set up SuiteDash 3 times for different business types and each time it does get easier, but for someone that is new this type of system, the setup may be overwhelming. But if you have experience in setting up any similar CRM or business management application, the process is easier. My biggest complaint is the terminology used in docs and in their videos is not necessarily industry standard. So for people coming from an older established system, learning how SuiteDash talks about features is a bit of a curveball. Easy enough to learn quickly - it's just something to be aware of.

Alternatives Considered

Flowlu, Agiled and HubSpot CRM

Reasons for Choosing SuiteDash

The original platform we chose was buggy and I had always had good success with SuiteDash so we made a change after trying a 'new kid on the block' for project management.

Switched From

Plutio

Reasons for Switching to SuiteDash

Ability to totally customize the system to our liking as well as features that were available that were more unique. The price had a lot to do with it as well. Other systems are very rigid in their implementation, whereas SuiteDash allows a great amount of flexibility if you're willing to learn.

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

White Labelling
Customisation and Personalisation
Continuous updates (some fixes and some new goodies)
Performance

Cons

Initial learning curve. This was a little confusing but I can see the knowledge base and videos has grown since we started. This is also offset with good support.

Alternatives Considered

Fusebase (Formerly Nimbus)

Reasons for Switching to SuiteDash

Purely based on the customisation / personalisation options

Pros

We recommend SuiteDash for those small and medium-sized businesses that: Recognize the value of automation and want to take advantage of that superpower.
This is a real game changer for managing client projects and streamlining business operations + LMS.

Its intuitive interface and comprehensive features make it a top choice for businesses of truly all sizes.
Overall, Suitedash gets my top marks for its efficiency, functionality, and user-friendly design.

We have found automation to be a powerful feature that is saving us hours and hours of work. And what can we say about your complete LMS
This platform is growing and learning from its users. It's not perfect, but we do notice that they strive for excellence.

Cons

I think there are four areas to strengthen:
1. The management of user roles and permissions could be more complete and customizable, for now it is very generalized.
2. In the development of task templates for the project area, the templates could be grouped into categories and the project managers could only manage the categories that they are authorized to manage.
3. When creating tasks in the project area, these tasks should be able to be linked to lessons in the LMS area.
4. Optimize loading speed. It is true that it has improved a lot. However, it can be optimized

Alternatives Considered

Trello, Kajabi and Thinkific

Reasons for Choosing SuiteDash

Suitadash not only integrates what we need in a single CRM, it also gives us functionalities that we did not have and now empowers us

Switched From

Infinite MLM and GrooveFunnels

Reasons for Switching to SuiteDash

Suitadash not only integrates what we need in a single CRM, it also gives us functionalities that we did not have and now empowers us

Pros

I started using SuiteDash for my business, and it's been a game-changer. It combines all the essential tools I need in one platform. I can streamline client communication, automate lead generation and onboarding, manage projects, handle invoicing, subscriptions, and email marketing campaigns - all in one place.

While there was a slight learning curve initially, the platform's intuitive interface and extensive capabilities have significantly improved my workflow and productivity. The exceptional customer support, secure file management, and HIPAA compliance provide peace of mind.

SuiteDash has exceeded my expectations by offering a comprehensive, easy-to-use, and secure solution for all my business needs. It simplifies daily operations and enhances the client experience. I highly recommend SuiteDash to any business looking to consolidate tools and boost efficiency.

Cons

for someone who prefers a more minimalist approach or enjoys using multiple specialized tools for different tasks, the all-in-one nature of SuiteDash may feel overwhelming or restrictive, but it's worth it.

Pros

Excellent customer service and ease of use. SuiteDash has saved me thousands of dollars by allowing me to cancel subscriptions to other services. Because it does everything that I need, it is the only tool that I need to pay for.

Cons

I honestly cannot think of any issues with SuiteDash. Any challenges that I have faced have always come from me not reading or not following the guidance correctly. Even when that happens I have been able to get support very quickly.

Pros

When i first signed up, I didn't really care for it. But after creating my cleint portal, i realized what a rare gem i found.

Suitedash has a really strong loyal community, and i became one. Largely because of the following:
a. Support is super fast and efficient. They know what they are doing.
b. They are constantly offering lifetime deals which saves you thosuands in the future
c. Suitedash is always improving and their product roadmap is constantly being worked on and features being added, ehich makes the lifetime deals worth it.
d. The final product looks gorgeous and you can really personalize the cleint portal to your hearts content.
e. Other members create and offer templates which you can copy for free
f. They really do listen to their customer base

Cons

Email notifications are great for forms and everything else. However, there are no notifications for when someone sends you a live chat from within the portal.

I hope in the future that this changes.

I wish there were more updated templates, as it can be frustrating setting up client pages if you are completely new. There is a bit of a learning curve, but there is a youtube academy for it, if you are patient. LOL.

Which there were more app integrations and which zapier integrations had more triggers.

Alternatives Considered

Fusebase (Formerly Nimbus)

Reasons for Switching to SuiteDash

It has everything I needed to create a truly white label client portal for a more affordable price

Pros

Very easy to set up with intuitive admin. The project management section was the need for the first project but we've expanded to the crm section of the platform with great success. Support is very responsive if the videos and pdfs don't do the trick.

Cons

I haven't found one yet but will report back if something comes up

Pros

Easy to use system for my clients and team.

Cons

It takes a little work to set it up but I used the training videos and was to get it done.

Alternatives Considered

TaxDome, monday CRM and monday.com

Reasons for Choosing SuiteDash

Streamlined process made it easy to use and bring all my business into one system.

Switched From

Wix, Zapier and Jotform

Reasons for Switching to SuiteDash

The price was great and the training tools were helpful in getting it up and running.

Pros

SuiteDash provides a complete all-in-one solution for small scale business to handle almost everything with customers. There are tons of features that can be only find from a premium SaaS services, paid separately. For instance custom domain, login etc...

There is a solution both to work on companies or for people, you can choose which suites to you.

You can manage the whole setup with several other people as well.

Perhaps the best part of the SuiteDash is a niche combination of handle customer files and marketing. There is a complete calendar and of course, the project management involved with task as well. You may also use build -in forms.

And for the last, you can make all page translations by yourself for any language!

Cons

I would like to have a drag and drop feature for already saved files where to grab upload customer files and put them to folders.

A simple login for companies with a good privacy would help a lot.

Would like to use my own random pictures for the login page.

There are few integrations that I will wait for in the future.

I may need a lot more Storage in the future but I am sure that SuiteDash can arrange it in a way or other.

Alternatives Considered

Ora

Reasons for Choosing SuiteDash

SuiteDash has a better file sharing system, much more fresh look and it is more intuitive to use. And you will able to use own custom domain and make all the setups within one day.

Switched From

Plutio

Reasons for Switching to SuiteDash

I needed one tool for several small company needs, such as CRM, project management, file sharing, customer login, all under one hood.

Pros

This is my second review that I am writing, period. But this company deserves it. So here it goes, I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. I basically automated majority of my business, overnight.
Plus to top it all off, the entire design can be customized to fit my brand, I now have a progressive web app that my clients can download to their phone (android only). Unfortunately, I have been through alot of different apps so trust me I know the headach of going back and forth and paying a bunch of money to everyone.
But now, I no longer need atleast 6 different apps that I was originally using, thanks to Suitedash

Cons

As stated before this app is the beast of software. So I cannot be upset that it has a little learning curve.
To be honest, it is a little intimidating but I am not one to complain about learning something that will save me money and time down the line.

Pros

This is the most powerful piece of software I've ever used in my business. It does everything and most importantly, it does it WELL. Most "all-in-one" software applications do plenty of things. Poorly! SuiteDash does all these things better than most specific-use applications do them. I was impressed with SuiteDash from day one, and continue to be more impressed every day. As I get to use the program, I learn about new features and powerful things that I never knew I could do. On top of that, they are constantly developing the platform and introducing exciting new features. I'm such a fanboy for SuiteDash, I browse YouTube almost daily for any new videos with anything to do with the platform.

Why? Am I really that nerdy?

Simple: SuiteDash is actually FUN to use. I am daily excited by the idea that I have such an incredibly powerful tool at my disposal that is honestly a joy to navigate and explore. SuiteDash lets me be creative in ways I didn't expect. As I tell my colleagues: SuiteDash is more about what you want to do rather than what the software does. It's so powerful, you can accomplish anything you like. The hardest part is deciding how you want your process to flow. SuiteDash does the rest.

Cons

I get that we have to have cons to balance things out, and there's only one I can see from here. It's not REALLY a "con", more of just a challenge.

SuiteDash is not intuitive to learn for the new user. The learning curve is steep as there are some concepts very different from other CRMs or software packages. All of it makes sense when you put it together, and there is ample documentation for the new user to figure it out by their own efforts. It does, however, take real effort to figure out the basics and really have it sink in.

This is, in my mind, actually a good thing. Software that can be mastered in one sitting is generally very simple-use software, and the steepness of the learning curve speaks to the true power of the platform. If you can dream it, you can do it.

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.

Alternatives Considered

Nifty, monday.com, Dolibarr and Asana

Reasons for Choosing SuiteDash

I wanted a monolithic suite of tools and something easy to take on for users non used working with Kanban boards

Switched From

HubSpot Marketing Hub, Jira, Slack and Confluence

Reasons for Switching to SuiteDash

The tool is very customizable.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing SuiteDash

I wanted a client portal and an all in one solutions

Switched From

Zoho CRM

Reasons for Switching to SuiteDash

Suitedash works with everything I need and allows me to fully customize my client platform.

Pros

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.

Cons

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.

Alternatives Considered

Zoho CRM and Agiled

Reasons for Choosing SuiteDash

Over the past few years, our team has relied on the Bloo platform for tasks such as onboarding new projects, collecting content, managing project status, and general project management. However, the tool lacks integration with our CRM system, and its automation features are limited when it comes to onboarding projects that are similar in type.

Switched From

Blue

Reasons for Switching to SuiteDash

Our initial focus was to identify our main purpose and functionality in order to address certain gaps in our process. We then shortlisted a few options that were viable and compared their prices against the features and benefits they offered. In addition to this, we also took into account other product reviews as a key factor in our decision-making process.

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

SuiteDash is by far the most configurable and customizable solution I've worked with. We spent around 7-8 months testing various platforms to manage our business and we went with SuiteDash because we can do anything and everything we want. Other platforms simply did not have the breadth of functionality SuiteDash has right out of the gate.SuiteDash a full business management platform that includes CRM, marketing, payments/invoicing... you name it, SuiteDash has it. The Technical Support team is quick respond regardless of time of day and are always extremely helpful.Another benefit of SuiteDash is the community. If you get stuck trying to implement or make something, you can ask the community and get answers to your problems pretty quickly.

Cons

SuiteDash was a little complicated getting started with. When you log in the first time and get started, it's a blank slate. I implemented the product for our team and I was initially overwhelmed. However, there are hours upon hours of video available to walk your through each and every feature/field (not kidding. Mike & his team did things right). I would watch a few videos on the areas I wanted to work on and then immediately implement. Once I followed that strategy, SuiteDash became a whole lot easier to dig into.

Alternatives Considered

HoneyBook, Thryv and Moxo

Reasons for Switching to SuiteDash

Breadth of functionality, configurability, and customization. SuiteDash had everything we needed under one roof and made sense.

Pros

I've been using Suitedash for a few months now, and I must say, it's genuinely impressive. The software offers a wide array of features that are incredibly helpful for my business operations. The CRM and project management tools are intuitive and make managing customer relationships and projects a breeze.The customer service has also been top-notch. I had a couple of questions when I first started, and their support team was very responsive and helpful.

Cons

If I had to point out an area for improvement, it would be the initial learning curve. There's so much Suitedash can do that it might take a moment to get your bearings. But once you do, it's smooth sailing.

Pros

The completeness of the platform. Almost everything you would need to do from a business or project management standpoint is available here. Suitedash is now the main hub of all of our business activities.

Cons

The user interface isn't great. However I understand how difficult this must be with all the features they offer. Also the contract generation process is a little confusing and not flexible enough. However they are addressing that with an update that should be out any time now.

Alternatives Considered

Plutio and Zoho One

Reasons for Choosing SuiteDash

And.co does it does well. But Suitedash is much more comlete.

Switched From

Fiverr

Reasons for Switching to SuiteDash

More features. Better value. Overall a more complete platform.

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.

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.

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

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, [sensitive content hidden] and the team always making tutorials.

Reasons for Switching to SuiteDash

Price and quality

Pros

I used Suitedash years ago. Loved it. After I sold that business and started my new one I tried other CRMs and couldn't find anything that gave me what Suitedash does. Suitedash allows me to have custom client portals. I can assign clients tasks, track their project, communicate, and organize everything they need in one place. It is also the best system I have found for organizing my team. I love the chat, the task automations, and the task tracking.

Cons

In the few years that I was gone from Suitedash their customer service has dramatically declined while the complications of their program have increased. While a ton of new and exciting features have been added, they are not fulling developed or well thought out. So a constant back and forth with tech support is required. SuiteDash has adopted its own vocab for features instead of using industry standard terms. This increases the confusion and all of my tech/automations team are begging me to go back to HighLevel. Suitedash has so much potential but has over complicated every step of implementing their software to the point of it almost being unusable. To top it off, they charge you $50 to get any 1:1 help. Frustration on my team is at an all time high as we stopped over and over in our efforts to create systems and are forced to reach out to tech support at every step.