SuiteDash

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

Reasons for Switching to SuiteDash

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

Reasons for Choosing SuiteDash

Reasons for Switching to SuiteDash

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

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

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

Reasons for Choosing SuiteDash

Switched From

Reasons for Switching to SuiteDash