SuiteDash Reviews

Pros

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.

Cons

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.

Pros

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 in the way of customer experience interacting with my brand through the Customer Portal that's fully custom branded. One of the coolest features is "Circles". It made my customer segmentation, and content delivery so easy, and more robust for the customer experience as it allows us to deliver a personalized experience when they log in to their portal. I can share docs, resources, invoices, downloadables, and even a learning section that could be used to walk a customer through an orientation and training of sorts. All of these things enhance our relationship with our cliens. I've hardly scratched the surface of the potential and every day I discover new ways to use the platform to grow reach and influence. The Portal is #1 for me but I say that because all of the other functions are there too, email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. invoicing, proposals, seriously almost everything. It's akin to a fully custom-developed system that would cost multiple 6 figures or more. This thing is the cat's meow!

Cons

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.

Alternatives Considered

HubSpot Marketing Hub, Zoho CRM, Nimble, HubSpot Sales Hub and HubSpot CRM

Reasons for Choosing SuiteDash

SuiteDash offered so much more functionality and streamlined! Everything works so well it's hard to beat. The other aspect is that customer support is a delight to get assistance from. They really care about their customers, as I think other companies do too, but the team at SuiteDash really has a handle on it and are extremely competent.

Switched From

EngageBay CRM

Reasons for Switching to SuiteDash

It's truly an All-in-one system with all aspects of client acquisition to relation management, content delivery, Learning Management, Marketing and Automation... there is so much here and it's so seamless to use, everything is where you think it would be - very intuitive. Moving to SuiteDash was No-brainer! Unlimited Contacts is huge too!

Pros

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.

Cons

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 experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid.

But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid.

They have known about this for over a year. Some of their clients tried warning them, but were ignored.

The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

Pros

SuiteDash is the most robust CRM I have used to date. The ability to create custom circles (segmented customer areas) allows small operators to manage large client loads and many projects simultaneously.

Cons

Speed, speed, and speed! SuiteDash has made some improvements over the past year to improve load times within their app, but its still one of the slowest services I use. Page load times are never less than 2 seconds, generally closer to 4 seconds. They absolutely need to remedy this to ever match the top players.

Pros

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

Cons

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.

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.

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

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.

Cons

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.

Alternatives Considered

Clinked, Onehub and WordPress

Reasons for Switching to SuiteDash

SuiteDash provided the most structure and features without me having to code it or maintain it myself. I felt like I got frustrated with competing products that required too much in the way of coding or maintenance.

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 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

We are a young company that needs help and attention esp. when implementing a new set of tools. Ok. A bit nervous esp. after having gone through other tools/software. We needed something up to date but not complicated, we needed something that felt more custom to our company and not just a bunch of tools that would be irrelevant to our needs and use. Customer support was amazing and that sealed the deal for us!

Cons

As mentioned we are a young company and as we grow there will be adjustments and additions and so far we are all on track.

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

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

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

The main thing that drew me to this is the ability to do nearly anything. It's got my invoicing & payment processing integrated into what is now my client portal, so clients can log in and see the payment history, pay invoices, etc.

It's got marketing functions, project/task management, a calendar, automation, reporting, messaging, etc. I can basically cover any sort of client communication or task within this dashboard.

Cons

If I could improve my dashboard, it'd be in two areas:

1. The editing / styling of emails and messages is a little clunky and dated. I'd upgrade that interface.
2. Customizing some aspects, for instance - creating a custom client 'home' page if you're using it as a portal, might be beyond the capabilities of the typical business owner. Though they do have templates, you might need to consult support with these things.

Pros

I have reviewed 3-6 various CRM solutions that different companies within the Legal professional world have to offer. I chose Suitedash because it provides the ability to white label the customer experience, so when your customer goes to a portal they are still on your website with their branded portal. It's genius!

Cons

There's a learning curve, you need to be sure to watch the getting started series so that you can get the most out of your suite dash account!

Alternatives Considered

Filevine, MyCase, Zoho Desk, Salesforce Sales Cloud and Nimble

Reasons for Switching to SuiteDash

I felt that I was capable of installing the solution myself and I was interested in the appealing price. There are other solutions out there that will do more of the work for you but you end up with a less customized experience. This solution allows me to spend a few extra minutes making customizations and then hit save. This has been amazing when a customer decides to add additional services to their relationship my business.

Pros

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.

Cons

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.

Alternatives Considered

ClickUp

Reasons for Choosing SuiteDash

SuiteDash has integrated a broader set of needed tools and consolidated our Client Intake, Invoicing, Contract Documentation, with Excellent Client Marketing and communication options, and an Appointment Scheduling system that we are hoping will mature to the perfect solution and all in one DashBoard.

Switched From

ClickUp

Reasons for Switching to SuiteDash

SD is saving us having to integrate many additional applications and processes that will otherwise have to be integrated with ClickUp & Nifty PM, which are both excellent for project and task management. Both ClickUp & Nifty do a great job in delivering on their respective and focus objectives, but neither provide the comprehensive set of CRM tools and interoperability provided by SuiteDash In addition, the proposed development road-map of SD continue to focus on the integration of key business administrative processes which are more aligned with our development and management objectives than do the other application tested.

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

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.

Cons

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.

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

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.

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

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 have researched many CRMs over the past year. SuiteDash checked all the boxes. It can be configured to go white label and run in the background like a custom piece of software. The customization offered is what really sets this platform apart.

Cons

There are a lot of features built in to SuiteDash and it is a great platform. There are features that I would like to see sooner than later. The great thing though is that Mike and his Team listen to users and build out or find other solutions to our needs.

Alternatives Considered

Zoho CRM, Pipedrive, Salesforce Sales Cloud and HubSpot CRM

Pros

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.

Cons

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.