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!

SuiteDash is extremely full-featured. It replaces so many other SaaS tools I have cobbled together over the past 10 years. Now I'm able to run my business more efficiently while providing clients with a top-notch user experience. (Yes, I'm referring to the fully white-labeled client portal app that's included!) I am amazed at the myriad ways I have automated my business processes and client interactions so that the experience is high-touch and nurturing. As a business owner who's used to doing everything myself, SD saves me time in the long run because I can set up a workflow once and reuse it forever (or until I change it!). The SD team continually adds improvements and upgrades to the platform, and they actually LISTEN to SD users in their Facebook community. I made a case for adding an additional automation option and was pleased to see it implemented within a few weeks. Very impresssed.

SuiteDash is a powerful, complex system, so it can be a bit intimidating at first. That's always the downside to any tool that is this feature-rich. It's not something you can learn in a day, but if you're committed to properly planning out your workflows, watching the SD tutorial videos, reviewing the excellent help documentation and taking advantage of the FB user community (don't forget to join!) and SD support team, you'll set yourself up for success. My suggestion... don't rush it. Take your time to learn the system by creating test/dummy accounts and workflows so you can really understand how to use this tool most efficiently and effectively.

I purchased 3 client portal from them over the span of 2 years, so that says alot. And I keep coming back...lol

When i first signed up, I didn't really care for it. But after creating my cleint portal, i realized what a rare gem i found. Suitedash has a really strong loyal community, and i became one. Largely because of the following: a. Support is super fast and efficient. They know what they are doing. b. They are constantly offering lifetime deals which saves you thosuands in the future c. Suitedash is always improving and their product roadmap is constantly being worked on and features being added, ehich makes the lifetime deals worth it. d. The final product looks gorgeous and you can really personalize the cleint portal to your hearts content. e. Other members create and offer templates which you can copy for free f. They really do listen to their customer base

Email notifications are great for forms and everything else. However, there are no notifications for when someone sends you a live chat from within the portal. I hope in the future that this changes. I wish there were more updated templates, as it can be frustrating setting up client pages if you are completely new. There is a bit of a learning curve, but there is a youtube academy for it, if you are patient. LOL. Which there were more app integrations and which zapier integrations had more triggers.

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.

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.

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]

I am happy with the overall product itself once inside the systems works fine

SD i like the automation of the systems the task systems i love the customization of it

I am not really happy about the speed of the systems when the clients get the invite very slow like 1 min to get to the portal

I'm about to launch a business that offers 6 services that SuiteDash handles for me. I have found plenty of help in the Facebook groups.

An amazing feature set at a super affordable price. Workflows, appointments, signatures, invoicing, recurring payments, emails, CRM, webhooks, forms, proposals, file manager, dynamic documents, tasks, project management, dynamic client portals, employee portals, internal messaging, notifications, automation, webhooks, a learning management system.Plus you can white label it.Plus a mobile app.

It's so powerful that it can scare beginners away. I highly recommend you spend time watching the training videos. There is plenty of help within the app too. Great documentation.

The features are rich and varied, giving us the flexibility to customize our workflow as needed. And the value for the money is unbeatable. Before Suitedash, we had to juggle multiple subscriptions and software services, but now everything is centralized, which is a game-changer for us.

I've been using Suitedash for a few months now, and I must say, it's genuinely impressive. The software offers a wide array of features that are incredibly helpful for my business operations. The CRM and project management tools are intuitive and make managing customer relationships and projects a breeze.The customer service has also been top-notch. I had a couple of questions when I first started, and their support team was very responsive and helpful.

If I had to point out an area for improvement, it would be the initial learning curve. There's so much Suitedash can do that it might take a moment to get your bearings. But once you do, it's smooth sailing.

Overall, we 100% would go with SuiteDash again. A few of our clients have asked us what platform we're using and they went out and purchased SuiteDash themselves.It's a really great solution for all businesses.

SuiteDash is by far the most configurable and customizable solution I've worked with. We spent around 7-8 months testing various platforms to manage our business and we went with SuiteDash because we can do anything and everything we want. Other platforms simply did not have the breadth of functionality SuiteDash has right out of the gate.SuiteDash a full business management platform that includes CRM, marketing, payments/invoicing... you name it, SuiteDash has it. The Technical Support team is quick respond regardless of time of day and are always extremely helpful.Another benefit of SuiteDash is the community. If you get stuck trying to implement or make something, you can ask the community and get answers to your problems pretty quickly.

SuiteDash was a little complicated getting started with. When you log in the first time and get started, it's a blank slate. I implemented the product for our team and I was initially overwhelmed. However, there are hours upon hours of video available to walk your through each and every feature/field (not kidding. Mike & his team did things right). I would watch a few videos on the areas I wanted to work on and then immediately implement. Once I followed that strategy, SuiteDash became a whole lot easier to dig into.

Oh my experience with suite dish has been...Awesome... I am starting starting a business and I'm all over the place. As a solopreseur I wear all the hats and suite Dash helps me wear them well

I like that it gives me the ability to run my one man operation with ease out of the box. I'm able to market, develop, and retain relationships with clients.

The learning management system seems to be a little bit of an afterthought. I would really like for them to beefed up the functionality more there.

Extremely positive. After 1-2 days of trying I jumped ship from a different provider and never looked back.

To my knowledge this is one of its kind solution that allows you to create a white label client portal with a lot of extra feature. There are some elements that could be improved, however, SD is so flexible that it's very easy to find workaround and get things done.

Several things regarding payment could be improved, mainly dynamic recurring payments. However, I was able to simply use Stripe and make it work within SD directly - apart, from that, nothing major. All other things that had to be costumized were customized with few lines of code. Again, nothing major

Very effective and efficient

Flexibility, integrations, workflow, invoicing

No itemized selections in proposal that tally’s the amount up hinders the ability for clients to upscale themselves

I was looking for a dashboard alternative for clients other than the My-Account dashboard in Woocommerce. They have a nice roadmap and are constantly improving the service. White-labeling is great and lots of customization available to make it look the way you want. I come across issues and when I do I email them and they resolve it quickly. They seem to seriously take customer suggestions seriously. I'm super excited about what's to come and know it will only get better.

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

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

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.

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!

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!

We have increased our client satisfaction and received more positive reviews while reducing our number of support tickets and back and forth emails with clients.

My favorite feature was the ability to implement our own CSS to fully customize the branding of our login page and client portal. Also, being able to use variables to display unique data for each logged-in client makes this a very unique and powerful solution.

The only feature that was missing when I purchased SuiteDash was a "Pipeline" view in the CRM to give me some basic analytics on our sales pipeline. I reached out to Support about this and they said they already have this feature in development and it is scheduled for release soon during this quarter (Q3 2020) so I'm really excited about that and once it is released this solution will have everything I need.

The system is absolutely packed with every possible nick and cranny of business needs you know about, and DON'T know about. The ability to be customized to such extent to look, function and provide so much it is unmatched. From Project Management, Employee Portal, Customer Portal, Contracts, CRM, Mobile App, Invoicing and we can keep going. The most impressive is that normally a system can not be this good in everything it offers and does. This SaaS is the exception, it is not perfect (lets be honest nothing ever will be "perfect") but it will take you a long long time to find where the system is lacking anything "special" for your unique business. If that is the case, they are just around the corner to answer questions and resolve any issues you might have quickly. This is the type of system and service you wish you would build. It doesn't require marketing! It is so good, they already have so much word of mouth referrals because IT IS an excellent system.

Because the system is so robust it requires good training to help you see all of the options, setups needed to take full advantage of the system. In Short "Training Material"

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.

The comprehensive suite of tools and services provided within a single dashboard to meet, greet and manage all levels of client services from business communications, marketing and task administration support to engagement contracts & invoicing / payment processing.

Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved. It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs.

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.

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!

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

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.

I have a great experience so far. When I had a question that was not in the help desk forum, I received a response in less than 24 hours answering my questions.

The PWA to create an app for my clients and the white label process that allowed me to completely remove the Suite Dash logo and present my clients with a product that promotes my company solely. The help videos are a great resource.

CSS coding to get the forms aesthetically pleasing. I wish there were more templates. I wish the scheduler and email marketing was more robust.

In my Christmas business, I had to use several different programs and services to keep up with everything. Now I can create an entry for the customer, and all things related to their project are handled in my white-labeled instance.

Being a Jack of All Trades Master of None type of person, I find myself running a few businesses so that I don't have to go get a 'real' job. I'd use various services for my CRM, another for Project Management, one for file sharing and receiving, another for invoices, another for signatures, etc. You get the idea. It was all over the place. With SuiteDash, I can do all of the above and more in a single platform. Now I'm able to generate proposals for clients and have automated processes take place once they approve the proposal. I can send an estimate for a service, and an invoice will be sent over to them as soon as it's approved. Items such as Project Management and File Sharing are all integrated into the process, allowing the customer to follow along as their work is being completed. SD has a public roadmap that shows what features have been requested, in progress and live. This is great to see which customer requested features are being implemented. Smaller improvements are released on a fairly regular basis. One might argue it seems as if they come out weekly, but that is just my opinion.

The load times were slow back in the early part of 2022. However, they have gotten better as the year has progressed. I wouldn't call it a 'dislike' as I understand, at a very high level, all that goes into making a project of this magnitude work. However, knowing and SEEING the speed improvements is encouraging. To put "complicated" as a dislike really isn't fair. However, I can see how some people might be turned off by how many different options there are and how they can be quit confusing to someone new to the product.

I want to offer a premium experience for my customers, so I was subscribing to the best of the best software out there to support the different products and services I offer and trying to create a custom experience from my clients - that was frustrating and expensive to say the least. With SuiteDash, the premium experience starts with the positioning of MY BRAND at the forefront thanks to their white labeling and the ability to provide an app for clients to quickly find my company on their devices was just next level. As I mentioned, I no longer need the myriad of subscriptions as I now host my courses, services, bookings, landing pages, email marketing, contracts, project management, CRM, document sharing within the SuiteDash Client Portal saving me nearly 700 bucks in subscription monthly costs. The cost savings is doing wonders for my bottom line. And the SuiteDash suite of services just keeps getting better. This is huge for not just my work with other entrepreneurs, but for contracts that I am pursuing with larger businesses. And it's all right there in in one place and platform.

The BEST thing about SuiteDash is the entire ecosystem (LMS, CRM, project management, invoicing, and booking) that works seamlessly on ONE platform out the gate! I've been able to replace the hundreds of dollars I was kicking out to different services, trying to piecemeal the experience I wanted to provide for my clients. With SuiteDash, the foundations are all there under MY BRAND. And as an added bonus, SuiteDash comes with an entire team of developers cranking out updates and features to enhance an already stellar product and expand their product offering.

The only hang-up I've had is the overwhelm with knowing how to get everything up and running for me. My business is new and growing; learning how to use the product and putting all pieces in place has been a challenge. Thankfully, the team at SuiteDash knows their customer and offers a myriad of options for onboarding and learning everything there is to know about what they've built.

Alright, here's the deal - I'm super picky when it comes to the software I use for my business. No time for bugs, shoddy programming, or anything that's going to cause me a headache or make me look unprofessional in front of my clients. So you can trust me when I say SuiteDash is THE REAL DEAL.Seriously, I've been using SuiteDash for a while now, and not once have I come across an issue. It's like they've thought of everything, making every feature really intuitive and well-built. Whether it's the CRM stuff, project management, or the billing tools, it's all seamless. It's like they climbed into my brain, figured out exactly what I needed, and then delivered it in a neat, easy-to-use package.And here's the cherry on top - their white-labeling feature is a complete game-changer. I've been able to stamp my brand all over the platform, giving my clients a personalized experience that's all me. Plus, it's super easy to customize. I'm no tech whizz, but even I've managed to make it look great.But the things that makes SuiteDash a total lifesaver for me, is secure client portals. They've got everything from file upload/download to surveys/feedback and a whole knowledge base. It's made client engagement a breeze, and it's added a whole new level of transparency to my services.Their mobile app is also super useful. It's free with all plans and works like a charm on iOS and Android. It's like having my entire office in my pocket, ready to rock whenever I need it.

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

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

Trying to purchase or test software to work together is frustrating, expensive, and time-consuming. SuiteDash has it all in one affordable platform, which saves me time and money.

SuiteDash houses everything needed to run my business. With one software, everything feeds into everything else.

SuiteDash takes some learning and experimentation to get everything to work together right. But it is really easier than learning multiple software only to learn they don't work together when done.

I recommend SuiteDash ALL the time!! It’s a one stop shop for “tech stack”! It’s all you need. People ask me “what is your tech stack” and I just say SuiteDash! That’s all you need! They’re support is amazing! I always have a reply within hours and especially by the next day! And their support is always helpful the first try. No need to be sent to another department or escalated ticket because the first person you reach knows their stuff! And the product itself is phenomenal!! I never find the need to seek any other service for my business or clients. SuiteDash has it all! I can’t recommend them enough!

What is not to like?! ALL the ability to customize to my individual company needs. No sales pitch EVER to up sale me on their “latest & greatest” products. Continue to roll out new features at no additional cost. The ability to easily share documents with my clients is phenomenal! The phone app is amazing!

Nothing! There is seriously nothing I can think of that I would change or need for my accounting firm from SuiteDash.

I have enjoyed using SuiteDash and been amazed at all it offers. The support team is responsive. There are minor annoyances here and there but overall, if you would like to automate more of the process from capturing a lead, getting a contract signed, and getting the client their own custom client portal to help you complete their work, then SuiteDash is amazing. I also do like the team features for having project templates with full tasks and phases for the different teams to be able to track and complete projects. The internal knowledge-base is not the slickest but it works and allows us to have a place for SOPs and further instructions for workers/staff.

I really like that it allows us to automate much of the process when a client signs a contract with us. Once signed, they can then set up their billing and once paid, they will be given a client portal including the tasks they need to do and a place for them to upload their assets for us. I love how you can impersonate a staff or a client to see what they would see at login. Also, I like that there is a WordPress app to put the client's portal into their WordPress admin. This is perfect for us.

The forms builder is not flexible enough for me. I don't like how limited it is to customize the presentation of the forms. It needs the ability to include more instruction text between items. Sometimes the software is slow to load the different pages, I wish it were faster. Some of the steps can not be automated yet but hopefully soon. Zapier triggers need to be expanded. I wish there could be more than one email per account so that different staff could email clients from within SuiteDash.