





SuiteDash kanban board






Supported Operating System(s):
Web browser (OS agnostic)About SuiteDash
SuiteDash is a business management solution that helps organizations streamline operations related to workflow optimization, subscription management, feedback collection, file storage and more on a centralized platform. The project management module provides a built-in kanban board, which lets employees visualize task status and progress.
SuiteDash allows staff members to create online client proposals and automatically convert them into invoices to receive payments. Administrators can track time spent by employees on tasks or projects and generate estimates or bills based on pre-set hourly rates. It offers an internal instant messaging tool, which lets team members establish two-way communication in real-time. Additionally, supervisors can cre...
SuiteDash kanban board
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
September 2020
Spencer from Proact CFO
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2020
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.
Pros
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.
Cons
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.
Reasons for Choosing SuiteDash
SuiteDash provided the most structure and features without me having to code it or maintain it myself. I felt like I got frustrated with competing products that required too much in the way of coding or maintenance.
July 2020
Vigneswaran from Simserv Sdn Bhd
Company Size: 2-10 employees
Industry: Mechanical or Industrial Engineering
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
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.
Pros
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!
Cons
The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.
Reasons for Choosing 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.
Response from SuiteDash
Replied August 2020
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.
April 2021
Ryan from Superior Solar Group
Company Size: 11-50 employees
Industry: Oil & Energy
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Customer support
3.0
Functionality
4.0
April 2021
All I need
I love it. You will too. It's worth the investment.
Pros
Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.
Cons
Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.
Reasons for Choosing SuiteDash
All in one. Has small business owners in mind.
June 2020
Christy from Petroleum Field Laboraotry Inc
Company Size: 2-10 employees
Industry: Research
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
1.0
Functionality
3.0
June 2020
Great Feachers I am always waiting because It's slow
Idea's about function is great. Practically it just does not deliver at all. Nor do they support the product.
Pros
I really like the proposed feachers and the way they have them organized is great. Also they have attempted to have a Quick books upload.
Cons
When I want to create and invoice it can take 4-6 min for one to load. It's like there servers are in Slow-mo. The quick book upload doesn't really work either. It brings the items in great but every entry needs to be hand fixed because the GST never transfers properly. Also the invoice number doesn't transfer? Lastly since the most resent update customer service help went from difficult to impossible. So in short I am paying to watch the little round load meter go round and round instead of being productive.
Reasons for Switching to SuiteDash
Infoflo didn't have Quick books upload.
Response from SuiteDash
Replied August 2020
Hi Christy, Very sorry that you were not able to get up to speed with SuiteDash. You should mention that our team did spend a great deal of time trying to work with you, but it was very challenging because of how you repeatedly responded with demeaning and borderline abusive language. We do our best to support everyone regardless of their level of technical proficiency, but I had to make the call to shield our staff from that kind of treatment. We wish you nothing but the best, and hope you are able to find a perfect solution for your needs. Thanks, Mike
December 2020
Christian from The Gabby Dade Institute
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
December 2020
Cost Saving Software
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.
Pros
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.
Cons
CSS coding to get the forms aesthetically pleasing. I wish there were more templates. I wish the scheduler and email marketing was more robust.
Reasons for Choosing SuiteDash
Tax Dome was my next option, but I would end up having to get Clickup or Asana to keep up with the project management side of the business. I did not like Honeybook's payment process. Taxaroo was too bloated with their branding and didn't provide a full-service option like Suite Dash.
Reasons for Switching to SuiteDash
Dubsado is a great product, but it lacked the app which is important to my clients. The workaround was to download the homepage to their home screen, but many wanted an app and the creators stressed that an app was not a priority to them. I like that when my clients pull up their portal, it doesn't have dubsado in the link. Being an accountant, security is mandatory. Suite Dash offers better security and a client portal that you can white label and fully customize. Suite Dash allows the client to create their own password and Dubsado does not. You have to create the password for them or they use their email to sign in which is not the best level of security.