Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the [SENSITIVE CONTENT HIDDEN] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.

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.

SuiteDash solves a major integration problem for us. Everything is tied in and connected to the company/client, and while we're still working on our implementation, it's looking like the long term winner for our shop

A quick note, we're still in the middle of our SuiteDash implementation, but here's what I love about SD:1. Everything's integratedFrom email lists to Invoices to portals to LMS, SD is beautiful for small and medium boutique consultancies. We've had multiple platforms, which usually don't talk to each other. All components connect back to the client.2. Everything's accessibleI can share out whatever is needed with multiple people at a shop. My previous platform did not have that capability. And nothing is that hard to implement.3. Everything's still developingEven since starting with SD, we've seen new features appear. It's nice to know that as cool as it is, it's getting better.

At the time of this writing, there are two features I need that I'm still using another plaform for:1. Native Outlook Online (Microsoft 365) Integration for CalendaringCurrently the only way to integrate Exchange Online is to use Zapier or similar services, which is fine but I'm trying to use less platforms, not more. Google calendar is supported out of the box, which is not a surprise, Google makes their api's open and easy to use. But in my circles, Google Calendar is a mark of amateur night in Dixie, so we moved out of it last year.2. Quizzes for the LMSIt's nice to have an LMS built in, but without a way to validate user consumption, it's not very helpful. Quizzes are supposed to be on the way, and I trust that they are, so I'm looking forward to ditching another platform and bringing that into SD as well.

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.

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.

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.

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

This is real honesty! SuiteDash has the features that my business needs. It has everything I could ask for. SuiteDash is really open sourced and amazingly customisable from branding to workflows. Features that SuiteDash has is not seen on other CRM systems I've tried and.... I've tried a few.

Alright here are the bad things. In the UK and EU ... SCA came to force. SuiteDash has been telling me for over 7 months that they are working on the Stripe Upgrades. Been told it will be done in few weeks, or days. Nothing for 7 months and stoll waiting. My clients payments been getting declined and had to manage payments over the phone. This really annoyed me because they are rolling useless updates instead of something that's really important. Secondly, the UI is old... ugly... hard to use... and slow. Like slow like proper slow. Like 10 seconds to load a page..... I have 200Mbs speed broadband.. and its still slow. Maybe work on server and UI to be honest. Projects: Okay I do like the projects however, it's back and forth between client details, invoices, project and tasks. It's not in one tab... like go into project to see the client details.. assigned invoice to that project... like it's so all over the place thay I'm wasting time going back forth. Subscriptions: Great feature as I deal with recurring payments a lot. However, when a client doesn't pay and the system tries for 3rd time it cancels the subscription. Which then neither me or the client can reinstate the subscription. I have to create a new subscription invoice to activate a subscription. Also when it's cancelled, it's not moved into archived subscriptions. Just is in the list in red with all the active ones as well which is annoying and not needed. There's more to be honest.

I am severely disappointed in what Suitedash has become. I miss the outstanding tech support and dedication to functional features.

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.

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.

The ability to set up portals for clients and online educational integrations sold us !

It can be complicated to learn, but support is great!

I really like the security level of my clients data. We deal with sensitive medical documents so it’s reassuring to know that everything is protected.

It takes a while to set up and I’m still working my way through it. I kind of wish there was an option to choose a setup template depending on the industry to at least get you started in a direction if you don’t want to start with a blank slate. Otherwise, it’s a great program and I’m still working to get it set up so that I can use it in its full capacity.

SuiteDash is an excellent product with excellent customer support. Its a nice product if you want to carry on your operations in one application

SuiteDash has a lot of functionality. It is nice to be able to set the software up the way I want it to work

Because there is so much functionality in SuiteDash and you can customize it to the way your business operates, it is a little bit hard to learn.

Ease of use.One stop shop for CRM, project management and invoicing. Replaces many other platforms.

I was overwhelmed initially when setting up the platform but the customer service team was amazing as were the tutorials.

I love that we have the ability to customize the entire suite to our business and have a client portal with bank-level security. There are a ton of resources in their help center and on youtube to help you set up suitedash to match your needs.

It does take a long time to set up if it is your first time going through it. I wish there was a base pre-loaded option that you could choose if you wanted to have something in there and not start completely from scratch.

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.

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!

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!

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.

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.

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.

Overall, very functional platform with great value-for-money. There's plenty, even an excess of information about everything. The visual design is not good though. For me, I wanted some CRM with Client portal features, but the client portal functionalities were not versatile enough, and the CRM with marketing features were also subpar to some other softwares, so instead of an all-in-one solution (which we all initially dream of), we ended up using a couple of separate tools that individuall do better what SuiteDash tries to accomplish altogether.

There aren't many software companies whose sole purpose is to give you as much value as they can (generally they focus on extracting value for themselves). Suitedash has really tried to get you all the digital tools necessary to run your company at one place for a single, fair price. From CRM, FIle sharing, invoicing to client portals - you instantly get the feeling that they got you covered in more or less every way.

The downside of trying to get everything done is that you end up with one big mess. The platform seems to have prioritised quantity of features over substance in some cases, as things like ease of use and deployment and quality of interface feel a bit overlooked. The visual design of the platform is really not up to 2023 standards, feels 10 years old and there's just so, so much text everywhere.

Clients have one central location to communicate and upload/download files. As a web development agency, this has been a huge boon. No more email tags and using shared Dropbox and Google Drives to have file exchanges. Allows me to grant and revoke access to clients and my staff members as their designated roles change.

The flexibility of the software to control all aspects of communications to customer and staff has been tremendous. It allows me to create a portal branded with my agency where my clients can log into upload files and check off tasks - all without knowing that it was a 3rd party solutions. It allows me to focus on working on the actual project instead of working the work involved in getting the project moving forward. The mobile app is a nice touch also with the instructional videos to guide with all aspects of running the software. The videos were very concise and clear and got the lesson across on all the features.

Because it is so rich with features, there was a lot of videos to watch.

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.

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.

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.

I've looked for an affordable all in one business management system like this for about 2 years. No matter how far I got into all the ones I tried, they never met our companies needs. Suitedash has come the closest by far and once they work out a few issues and improvements I'll be 100% happy. Also, great customer support!

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.