SuiteDash Reviews

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.

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.

What I love most about SuiteDash is how it bundles a ton of essential business tools into one platform. No more app-hopping! Plus, the client portal feature is pretty slick – makes communication with clients a breeze. The project management and invoicing tools save me tons of time too. Good stuff!OH WAIT! Also, HIPAA compliance was a huge selling point for me.

The financial reporting functionalities are almost non-existent. They say they're working on them, so I hope that changes. It's still amazing software.

One price irrelevant of how many users and seemed on initial inquiry to do everything we wanted

Lacked basic functionality - It has no reminders built in ( This is a deal breaker for me) - So if you send a document or ask a client to complete a task you cannot set up a reminder email automatically to the client to get them to complete the task. Yet this function is available in the invoice section. This makes no sense to me .Also no automatic reminders for appointments or workflows. This alone makes it impossible to set up good automation within projects. Unfortunately, it does not do what it says it does very well. Also, there is no centralized view of a client so if different people send emails to clients you cannot see in one place ( without impersonating a client's view) all communication with a client. It is ridiculous to have that view available to a client and not the super administrators.After looking at workarounds for ages we decided to cut our losses and stop using the software.

The best part about SuiteDash is its all-in-one approach to business management. It seamlessly integrates a comprehensive CRM, project management tools, advanced billing features, and much more into one user-friendly platform. The white-labeling feature is particularly impressive, allowing me to customize the platform to match my brand and provide a unique experience for my clients. Additionally, the mobile app ensures I can stay connected and productive no matter where I am.

As of now, I haven't encountered any issues with SuiteDash that would warrant serious criticism. However, as with any software, there is always room for improvement and added features. It would be interesting to see SuiteDash continue to evolve and innovate. I'd really like to see them incorporate generative AI, and there are a lot of places where that tech could make the platform phenomenal.My only real complaint is pretty minor: the 'mail cannon' feature (it allows you to send an email to one person as part of an automation) is a paid add-on instead of being included with all the plans. The cost to add that feature is reasonable, but I think it would be good to include it on all plans as it feels like a gap in an otherwise complete package.

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.

Interacting with this company has always been positive. There is an abundance of tutorial documentation, a thriving user community, and functionality that meets/exceeds my expectations. The engagement of the solution founder is encouraging and informative and the published roadmap demonstrates the organization's commitment to addressing user needs/requests.

Due to the scope of the solution there is a definite learning curve, especially at startup. It can be difficult to wait for a particular enhancement when you have focused your use on a specific functionality.

It beats having to maintain multiple services when you're working with clients. Suitedash with its suite of tools makes my workflow easier and customers love it.

The website can be slow at times, not too much but navigation could be improved.

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.

I love the way suitedash brings different tasks together in a single software solution.

There is a learning curve to get through but once you are using it, it is worth the effort

SuiteDash is a flexible and comprehensive CRM system that can handle almost all aspects of a business. You can easily manage and group your clients based on your needs, and customize your approach to each one. It can also function as a membership portal, which can be customized for each user. The system is adaptable and can be configured to meet your requirements, no matter how complex they may be.

SuiteDash is a new working environment that is constantly adding new features. Sometimes the site may experience brief disruptions, but this is to be expected with any new digital product. It would be great if SuiteDash had a built-in community forum rather than importing an external one. Overall, I believe SuiteDash has great potential and is worth considering for your business needs.

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

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.

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.

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.

Single dashboard for clients to view/pay invoices and yes, recurring invoices using popular gateways like Stripe and Braintree. Great way to request files from clients who receive a link to upload the files without having to log in. Clients can approve or reject task items. Automation features are in the early stages but can see a lot of potential in this. The support is excellent! All issues are resolved quickly by their team.

Coming from more refined PM tools like Basecamp and Teamwork, the interface isn't as intuitive as it could be. The commenting system on tasks needs a lot of work. Task comments can easily be overlooked and not seen. Feels like too many clicks to get things done. Load times can feel a little slow at times.

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.

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.

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.

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

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.

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.

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 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.

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.

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.

The White Label solution is definitely what it took for me to buy Suitedash. Is something you can make as it was created by you, for you with all the tools you need to run a business.
The help section is very well made, with a lot of good information and that's a must, especially when you're starting using the tool.
I also like the possibility to have a branded app on mobile where I can access my data.

It's not easy to implement I'm afraid. The learning curve from the first day until you have all things as you want can take a while.

Honestly, I don't like the interface and the UX in some aspects of the app.
The interface could have a much modern look compared with what it has at the moment. Maybe because I use a lot of new apps where we can find a pattern in the layout, interface, buttons colours etc and that makes me compare with others such as suitedash.

Another thing I don't like and that can be the reason why I think the learning curve is so long and so hard to implement this tool, is the User experience.
In this section, SuiteDash can do a lot more, and in my opinion, should do it asap.

I find that it's not intuitive enough to call some functions in the app and that leaves us to frustration and frustration leave us to abandon the app. Sometimes I have to click 3x or more just to call an action or see a piece of information. When I think I can go there by clicking in a single button, I find that I cannot go from there, but I have to click 2x or 3 buttons somewhere just to see what I want.

This is also where I can see a lot of room for them to improve. In my opinion, if Suitedash invest some time and money changing their User Experience, because the all is there and all functions are there, it can become the best all in one solution available out there.

Suitedash allows you to automatically onboard clients using automation. You can acquire leads, have them review your proposal, accept and sign the proposal, sign a contract, pay the agreed amount immediately, setup a filing system for documentation, and provide a custom client portal experience. You can even put limitations on what your clients staff has access to. I also love that I can assign staff, collaborators l, and contractors to specific clients. This software is all about customization. It intergrates with wordpress and is white label. You can totally brand your client portal with your businesses branding. I love that billing clients is customizable. You can charge a one time fee or a recurring charge. You can also do a combination of both on the same invoice. This is great for those of us who charge a retainer plus an ongoing monthly fee. Well worth the money.

The software doesn't intergrate Google Drive, Box, Dropbox, or Onedrive for external storage at this time. Maybe this will be something provided in the future. On the other hand, they provide a lot of internal storage which is great.

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 collaborators role is coming up which I'm particularly excited about because we do work with a lot of third parties that aren't our employees but are still vital to our business nonetheless.
Also, a support ticket system and proposals creation system coming up.

Like seriously, it's incredible and once those 3 features are live, for me personally, it has everything a company can ever need. Except maybe automations and API for integration with Pabbly.

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 an overview of what I need and also refer to it to know what's already been setup, what hasn't been done and what needs to be worked on etc. Much easier to keep track and will make the whole setup process a lot smoother and intuitive.

If the checklist includes a section that contains "pre-checked" checklist for different industries, that will be even more helpful! Some sort of case study to help us better understand why SuiteDash is setup in a particular manner for a particular niche and how it helps the company grow.

Suitedash is a well thought out, well architected, fully integrated software at a price level that is suitable for the average business owner. Suitedash has literally everything I want, from client portal to email marketing to project management. I particularly liked the white labeling feature, which allows me to rebrands everything to suite my business. Their client portal system is phenomenal. It is, to date, the nicest looking and most robust I've seen in any all-in-one. Compared to 17Hats's the SD portal is much better. They also have nice, complete documentation. I've been able to answer my own questions for the most part just by using their FAQ system. Dev team seems to be knocking out updates pretty rapidly. Support has been pretty quick to respond.

One thing I would recommend is to improve the user interface. Also, as a 100% online business, I need to be able to embed a scheduling link on my website so leads can automatically schedule a discovery call. But that is just not possible with SD right now. It would also be nice if they added chat support once things have calmed down a bit for them.

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!

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!

SuiteDash is one of the most feature-rich programs I have ever used. I can replace almost all of my other tools with this one! This product has saved me hours and helped me get more clients. Being able to put so many automations in place has save me countless hours. I also am a to present a really professional client portal to my clients. With the portal, I'm able to set better boundaries for working together, and have a central place to share my files with my clients. Being able to request files from my clients while also giving them deadlines has been game-changing. People will either turn or their work on time, or they have no grounds to complain if their project gets behind because they didn't hold up their end of the agreement. This has saved me from having to work overtime and set better boundaries, with ease.

I did have to turn off the option to allow clients to book their own appointment because it allows multiple appointments to be booked in one time slot. I wish it was a smart scheduler, however, I appreciate that I can just turn this function off. And I was easily able to work around this by adding a link to my scheduler in the client portal. Another amazing feature, that I could do make it so customizable!