SuiteDash
About SuiteDash
Awards and Recognition
SuiteDash Pricing
Flat monthly fee, no contracts, no per user fees, no additional fees
Starting price:
$19.00 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for SuiteDash
1 - 5 of 555 Reviews
Rick
2 - 10 employees
Used less than 12 months
OVERALL RATING:
5
Reviewed November 2021
Fantastic white label client portal and CRM!
Lisa
Verified reviewer
Marketing and Advertising, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
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!
PROSSuiteDash 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.
CONSSuiteDash 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.
Reason for choosing SuiteDash
It just has way more functionality than the alternatives. Plus, the cost was less when I factored in everything. BTW, Hubspot was a total nightmare...not user friendly at all.
Reasons for switching to SuiteDash
I wanted to get rid of lots of separate SaaS tools and replace them with one platform that (almost) does it all!
Leila
Design, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
I've save so much money by switching to Suite Dash
Exceptional. They have in system tutorials as well as YouTube. They have recently started doing more Zoom training sessions.
PROSEase of use and they are constantly adding new features and training.
CONSI honestly can think of anything. I don't use all of the features because I am a small business.
Reasons for switching to SuiteDash
Horrible service and super expensive for small businesses.
michael
Internet, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2024
all in one lead client project management system with client facing perks
overall, the amount of time it would have taken to set up 3 different tools and the cost associated with licensing and integration was 8-10 times more than it took for us to use suitedash, which encompassed all of the functionality the 3 other tools needed to manage the business.
PROSthe tool touches every facet of a business and allows you to use what you need while disabling sections you do not need (in our case billing and invoicing) without disrupting the basic workflows needed and that are inherent in the tool
CONSthere was a slight learning curve when initially setting up but once pointed in the right direction was easy to customize as needed
Reason for choosing SuiteDash
they all required costing integrations or zapier to tie into other tools we needed for lead tracking or scheduling.
Leone
Marketing and Advertising, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
5
CUSTOMER SUPPORT
1
FUNCTIONALITY
5
Reviewed October 2022
Slow & Old / Bad Customer Service
Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...
PROSThis 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.
CONSAlright 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.
Vendor Response
Hi Leone, just wanted to let you know that SCA for Stripe is now live! We have been working on it in the background for quite a while as you say - there are many more scenarios to cover than you might realize (We use our own built-in subscription engine, so we needed to cover the recurring transactions also - again, this may not be obvious, but there is a lot there) Many more improvements are actively on the way in just the areas you identify as challenging! Thanks for the kind words and honest assessment of your experiences! All the best, Mike
Replied October 2022