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SuiteDash est une solution de gestion d'entreprise qui aide les sociétés à simplifier les opérations liées à l'optimisation des flux de travail, à la gestion des abonnements, à la collecte des opinions, au stockage de fichiers,...
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- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Un bon logiciel
Avantages
Au début c'était un peu difficile à utiliser pour nous les débutants mais en allant j'ai découvert plusieurs fonctionnalités qui m'ont le goût de ce que je cherchais avant.
Inconvénients
Je n'ai pas grande chose à dire mais ils doivent revoir certaines fonctionnalités surtout au niveau de la connexion
Réponse de SuiteDash
Hi there,
Thank you for taking the time to share your feedback on SuiteDash. We appreciate your review and are delighted to hear about your positive experiences with the software.
It's not uncommon for software to have a bit of a learning curve, but we're pleased to hear that you were able to adapt and find several features that met your needs. Your perseverance in exploring the software's capabilities is exactly what we hope for our users.
Regarding your comment about reviewing certain features, we take customer feedback seriously. We constantly strive to enhance our product and its capabilities. If you have specific suggestions or if there are features you'd like to see improved, please don't hesitate to reach out to our customer support team. Your insights can help us further refine and optimize the software to better suit your needs.
Thank you again for your review and for choosing SuiteDash for your accounting needs.
Thanks,
Your friends at SuiteDash

- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Bon produit
Dans l'ensemble , SuiteDash propose beaucoup de choses très importants , également ses fonctionnalités et j'espère qu'il vont ajouter plus d'options de fonctionnalité pour aider les Freelancer et les entreprises à mieux s'en sortir dans la gestion clientèle . Je le recommande
Avantages
La première fois que j'ai découvert SuiteDash , je faisais pas trop de confiance mais par la suite grâce à ses multiples fonctions de CRM pour la gestion clientèle, je l'adore et le recommande
Inconvénients
Malgré ces fonctionnalités et plus simplicité d'utilisation, il est parfois lent pour l'affichage et je dirai également que la plateforme à négliger certaines fonctionnalités . J'espère bien qu'il vont intégrées plus de fonctionnalité pour nous aider dans la gestion clientèle avec les prospects et entreprises
Réponse de SuiteDash
Hi there,
Thank you for your review of SuiteDash! We appreciate your feedback and are glad to hear that you found value in our platform.
We're thrilled that SuiteDash has won you over with its capabilities. We're committed to continuously improving our platform to meet the needs of our users.
We appreciate your feedback. Our team is constantly working on optimizing performance and enhancing the user experience. We take your suggestions seriously and will consider them as we continue to develop SuiteDash.
Thank you for recommending SuiteDash. We strive to provide Freelancers and businesses with the tools they need for effective customer management. Your feedback is valuable to us, and we will keep working on adding more feature options to meet your expectations.
Thank you for choosing SuiteDash and for your positive review. We value your satisfaction and are dedicated to providing you with a good product and continuous improvements.
Your friends at SuiteDash

- Secteur d'activité : Médias de diffusion
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Mon avis sur SuiteDash
Avantages
Une plateforme fiable et facile d'utilisation, SuiteDash est un outil qui permet à notre entreprise l'import et l'export de nos données. Très efficace et utile, il nous permet de sauvegarder des données et de les récupérer au moment souhaité. Il est très bénéfique pour notre entreprise depuis que nous l'avions connu.
Inconvénients
SuiteDash est un logiciel limité en fonctionnalités malgré sa facilité d'utilisation.
Les meilleures alternatives à SuiteDash

- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Un outil de récupération des données
Avantages
C'est un logiciel facile à utiliser, efficace avec une interface très abordable qui permet la sauvegarde externe, la protection contre la perte des données ainsi que la gestion facile des tâches.
Inconvénients
Le prix de SuiteDash est disponible sur demande, ce que je n'ai pas beaucoup apprécié
- Secteur d'activité : Génie civil
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Tres bon produit
Avantages
Pratique un logiciel de gestion partagé entièrement en ligne et personnalisable.
Inconvénients
J'attends avec impatience une personnalisation plus poussée des devis / factures et la visionneuse excel !

- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
SuiteDash is an amazing all-in-one CRM (and so much more!)
I never really had a handle on my client interactions; they were always scattered. Now, with SuiteDash, everything is in one place. I can see all of the messages, tasks, client requests, files, etc, that are associated with a project *in one place*. It's practically magic.... truly.
I am appreciating how much time I save automating client interactions. Yes, they may take a bit to plan and add to the system but it's SO worth it.
Here's an example workflow: send proposal - proposal accepted > invoice is automatically generated; client pays invoice > 5 automations are triggered, including: project template generated, granting client access to resource files, project tasks auto-created and added to my calendar... the list goes on and on!
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
"Beyond everything I was looking for..."
Avantages
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!
Inconvénients
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.
Pourquoi choisir 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.Logiciel antérieur
EngageBay CRMPourquoi passer à 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!Réponse de SuiteDash
Hi Robbie,
Thank you so much for your detailed and thoughtful review of SuiteDash! We are so glad to hear that you are finding our platform to be a valuable tool for your business.
We appreciate your feedback on the functionality of SuiteDash, the customer support, and the overall experience. We are always working to improve our platform and add new features, so please continue to provide us with your feedback.
We are particularly proud of our customer support team. We believe that providing excellent customer support is essential to our success, and we are committed to providing our customers with the best possible experience.
We are also glad to hear that you are finding SuiteDash to be a valuable tool for your growing company. We know that growing pains can be difficult, but we are confident that SuiteDash can help you to manage your business more efficiently and effectively.
We are so glad that you are a valued SuiteDash customer!
Your friends at SuiteDash

- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
A CRM that can't take payments, and an "it is what it is, deal with it" approach from...
Overall it's been good. Despite the infuriating load times and confused design, I like the software and the community. I also quite like the staff.
But this experience, and the response from [SENSITIVE CONTENT] has left me with a very sour taste in my mouth. I'm rather heavily integrated with Suitedash, so upping and leaving is a big decision but I currently can't trust that they have my interests at heart.
Avantages
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.
Inconvénients
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]
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Full Feature CRM Built For Professionals
Overall SuiteDash has provided an effective CRM for my small business. The learning curve and daunting number of customizations, FLOWs, automations, etc. can be seen as a drawback though. I would still recommend people give it a spin and kick the tires at least, but do understand that it will take days to build out a needed pieces of your client portal.
Avantages
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.
Inconvénients
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.
Réponse de SuiteDash
Hi Tyler,
Thank you for sharing your thoughts on SuiteDash. We're delighted to hear that our CRM's robust features, particularly the custom circles, have been beneficial in managing your client loads and projects effectively.
We appreciate your feedback regarding the speed of the application. Your input is valuable as we strive to provide an optimal user experience. We're actively dedicated to enhancing load times and performance, and your patience is greatly appreciated as we work on this aspect.
We understand that the learning curve and extensive customizations may be challenging, and we're continuously working to improve user onboarding and simplify the setup process.
Thank you for your recommendation and your willingness to explore SuiteDash's potential. Your insights inspire us to keep refining our platform to better serve you and others in the community.
Your friends at SuiteDash
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
All In One Solution
Since the beginning and after 40 crms and nothing but problems from my current one at the time after 8 years of being held hostage i made the switch and haven't looked back!
Avantages
Support, Ease of Use, Options available the communication and training onboarding they have
Inconvénients
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.
Réponse de SuiteDash
Hi Todd,
Thank you for taking the time to write such a detailed review of SuiteDash! We're so glad to hear that you're finding our software to be so comprehensive and user-friendly.
We understand that the sheer number of features and options available in SuiteDash can be overwhelming at first, but we're always working to make our software as easy to use as possible. We also have a team of friendly and knowledgeable support staff who are always happy to help answer any questions you may have.
We're also sorry to hear that you had a bad experience with other CRMs. We understand that switching to a new CRM can be a daunting task, but we're glad to hear that you've found SuiteDash to be a better fit for your business.
We're always looking for ways to improve our product, and we appreciate your feedback. We'll definitely keep your comments in mind as we continue to develop SuiteDash.
Thank you again for your review! We're always happy to hear from our customers, and we're grateful for your support.
Your friends at SuiteDash
- Secteur d'activité : Design
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Packs a powerful punch
We are satisfied with the solution and its capabilities for our specific needs. While it provides a plethora of options and functions, we found it overwhelming to consider them all at once. Consequently, we have taken breaks from it and returned to it in smaller increments.
Avantages
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.
Inconvénients
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.
Pourquoi choisir 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.Pourquoi passer à 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.Réponse de SuiteDash
Hi Flora,
Thank you for your positive review of SuiteDash. We appreciate your feedback and are thrilled to hear that our comprehensive client management system has been impactful for your business.
We're thrilled to hear that our custom client portal has been user-friendly and impressive to prospects, while providing a streamlined and organized structure for clients to engage with the process.
We understand that setting up our All-in-One platform may initially feel overwhelming due to its wide range of functions. However, we're glad that you have been gradually incorporating additional functions and we're here to support you throughout the process, ensuring a smooth and successful integration.
Once again, we thank you for your feedback and your trust in SuiteDash. If you have any further questions or suggestions, please feel free to reach out. We're dedicated to your success.
Your friends at SuiteDash

- Secteur d'activité : Comptabilité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
A great customer portal, customer service application
I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need to be willing to watch some of the help videos for set up. Once I did that, I was set up within a day and have a pretty sweet looking customer portal on my website now. I really think they have packed an insane amount of features and customization into one product.
Avantages
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.
Inconvénients
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.

- Secteur d'activité : Génie mécanique ou industriel
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Complete and reliable business management software with great customer support
Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.
Avantages
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!
Inconvénients
The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.
Pourquoi passer à 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.Réponse de SuiteDash
Thank you for your feedback! We really appreciate you reporting any small bugs that you find - we want to do everything we can to improve the platform for everyone.
- Secteur d'activité : Sports
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Suitedash has leveled the playing field for us
It's helping us to consolidate as an organization. Prior to it, we were using approximately five other platforms. With this tool we're having to piece together less and can focus more on our service.
Avantages
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.
Inconvénients
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 envisagées
HubSpot CRMPourquoi passer à 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.Réponse de SuiteDash
Hi Jermaine,
Thank you for taking the time to write such a positive review of SuiteDash! We're so glad to hear that you're finding our software to be so helpful and efficient.
We understand that no software is perfect, and we're always working to improve. We'll definitely consider your feedback about Forms, and we'll look into ways to improve it.
We're glad to hear that you're finding the support to be comprehensive, and that you're able to use integrations like Zapier to bridge any gaps. We're always looking for ways to make our software even more user-friendly, and we'll definitely keep your comments in mind as we continue to develop SuiteDash.
We're always happy to hear from our customers, and we're grateful for your support.
Your friends at SuiteDash
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les mois pendant 1 à 5 mois
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Provenance de l'avis
Growing Company means growing pains.
Customer support is amazing and will always be the first to look at when purchasing software. We are fortunate.
Avantages
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!
Inconvénients
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.
Réponse de SuiteDash
Hi Al,
Thank you so much for your detailed and thoughtful review of SuiteDash! We are so glad to hear that you are finding our platform to be a valuable tool for your business.
We appreciate your feedback on the simplicity of SuiteDash, the customer support, and the overall experience. We are always working to improve our platform and add new features, so please continue to provide us with your feedback.
We are particularly proud of our customer support team. We believe that providing excellent customer support is essential to our success, and we are committed to providing our customers with the best possible experience.
We are also glad to hear that you are finding SuiteDash to be a valuable tool for your growing company. We know that growing pains can be difficult, but we are confident that SuiteDash can help you to manage your business more efficiently and effectively.
Thank you again for being a valued SuiteDash customer!
Your friends at SuiteDash
- Secteur d'activité : Logiciels
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
SuiteDash replaces several SaaS tools
I use SuiteDash for small companies, who have several users. It's a professional way and gives a customer a fresh look and seamless workflow.
Customers hate to have million different login pages, remember passwords and fill same data now and then, after login they may have not visited a page for while, with SuiteDash, everything is looking like very intuitive and up to date. Many thanks!
Avantages
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!
Inconvénients
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 envisagées
OraPourquoi choisir 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.Pourquoi passer à SuiteDash
I needed one tool for several small company needs, such as CRM, project management, file sharing, customer login, all under one hood.Réponse de SuiteDash
Hi Ismo, and thank you for your feedback! Your suggestions will help make SuiteDash even better. We aren't certain what you mean by wanting "a simple login for companies with a good privacy", however. If you could contact [email protected] and clarify, we'd appreciate it :)
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
All-In-One Software
I just bought SuiteDash, so I am not too experienced with it. I like that I can automate many processes of my business which will allow me to work more on my marketing to bring in more clients.
Avantages
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!
Inconvénients
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!
Pourquoi passer à 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.Réponse de SuiteDash
Hi Rosendo, and thank you for your feedback! SuiteDash has a lot of features and we recognize that it can be overwhelming to get started. That's why we are now focusing on our "Simple Start Series" on our Youtube channel. You can join us here: https://www.youtube.com/c/Suitedash/
- Secteur d'activité : Internet
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
A very well-thought-out package.
We use Suitedash to organize remote teams, simplify our work flows and ultimately cover many of the challenges we face in administration, sales, marketing and organization. This way, numerous other applications become obsolete and things can be organized centrally. That’s really worth a lot.
Avantages
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.
Inconvénients
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.
Pourquoi choisir 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.Logiciel antérieur
TrelloPourquoi passer à SuiteDash
The fair pricing, the range of features and the friendly Suitedash-Team.Réponse de SuiteDash
Hi Ben, and thank you for your feedback! We have even more great things on our updated roadmap, and have been working tirelessly to release new features all the time :)
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
SuiteDash - a Swiss Army Knife of business apps.
I'm loving SuiteDash, once you set it up and get familiar with everything it can do - it's a real time saver. Every morning I get an email outlining planned activities for the day. It's great for setting up templates for repeatable things - like projects. Instead of starting from scratch and doing a lot of copy/pasting for each new client project, I can just fire up a template that's ready to go.
All of my client communication is archived in the project, as well as related files. More than anything, I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don't 'talk' to each other.
With SuiteDash, I spend less time managing and more time doing.
Avantages
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.
Inconvénients
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.
Réponse de SuiteDash
Hi Ken, and thank you for your feedback! We know that it's tough to start from scratch, so we provide some templates you can use here: https://help.suitedash.com/collection/13-templates
Furthermore, we are working to implement a Template Library feature to the platform soon...so stay tuned ;)
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Suitedash for my Small Business CRM
I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's profile to precisely what we need. And that's helpful because we are growing and offering more solutions, working with various types of scenarios. Suiteddash allows us to easily scale and offer really custom experiences for various client types.
Avantages
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!
Inconvénients
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!
Pourquoi passer à 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.- Secteur d'activité : E-learning
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
SuiteDash - Top-Notch & Comprehensive Business CRM Platform
The high-level thought and process logistics that is a big asset of this SD tool can initially seem complex, but you will quickly realize that it makes perfect or better sense to use the flows as designed, to better administer and manage potential client & business growth.
Once the system is setup as required, it virtually runs on automatic for managing client communications and service needs with little interaction needed if all the various components are properly setup and integrated.
Avantages
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.
Inconvénients
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 envisagées
ClickUpPourquoi choisir 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.Logiciel antérieur
ClickUpPourquoi passer à 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.- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Client Onboarding & Management Streamlined
I love the fact that Client onboarding, contracting, invoicing, white-label client on log in can be accomplished under one roof. One word, streamlined.
Avantages
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!
Inconvénients
I'm impatient, so having to wait for new features to become live is dreadful. Would like to see questionnaire forms improved.
Alternatives envisagées
Agile CRMPourquoi choisir SuiteDash
Client asset review approval/decline functionality feature.Pourquoi passer à SuiteDash
The upcoming roadmap of the new and improved functions and features.Réponse de SuiteDash
Hi Jesika, and thank you for your feedback! We are proud that you have been following our progress and have seen our improvements. We want to get our new features out ASAP - but we have to thoroughly design and test everything we do to ensure it is a good experience for our customers.
If you have any suggestions to improve our questionnaire forms, don't hesitate to send them to [email protected] :)
- Secteur d'activité : Services aux consommateurs
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
What was my life before SuiteDash?
My company specializes in client experiences and journies. This tool allows me not only to manage the leads and clients I currently have, but I manage my entire company through SuiteDash. I'm able to successfully manage my billing, my clients have access to a portal, my emails marketing, my staff, and even my project tracking! The benefits are endless!
Avantages
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!
Inconvénients
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!
Pourquoi passer à SuiteDash
There is truly no other tool that can compare to SuiteDash. Period.- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Revolutionized the way I think about the structure and organization of my entire coaching...
Avantages
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.
Inconvénients
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.
Réponse de SuiteDash
Hi Joseph, and thank you for your feedback! We've actually implemented your desired feature. You can read about it here: https://help.suitedash.com/article/440-general-usage-form-sub-type
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
My search for Team & Task Management app stopped here
Ease of putting together Time Critical and Project Status reports for my Board of Directors because all info sources I need are at one place in SuiteDash
Avantages
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
Inconvénients
Has a slight learning curve as typically for anything new.