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