Description de SuiteDash

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Qui utilise SuiteDash ?

Small to medium sized businesses looking for affordable, fully branded solutions for Client Portal, Project Management, File Sharing, Email Marketing, CRM, Invoicing and Internal Messaging

Vidéo de SuiteDash
SuiteDash Logiciel - 1 SuiteDash Logiciel - 2 SuiteDash Logiciel - 3 SuiteDash Logiciel - 4 SuiteDash Logiciel - 5

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Avis sur SuiteDash

Note moyenne

Note globale
4,9
Facilité d'utilisation
4,6
Service client
4,8
Fonctionnalités
4,8
Rapport qualité-prix
4,9

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
89%
4
8%
3
1%
2
0%
1
0%
Hugues
Gerant (France)
Génie civil, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Tres bon produit

5,0 il y a 2 ans

Avantages :

Pratique un logiciel de gestion partagé entièrement en ligne et personnalisable.

Inconvénients :

J'attends avec impatience une personnalisation plus poussée des devis / factures et la visionneuse excel !

Nafiur
Nafiur
Founder (Bangladesh)
Utilisateur LinkedIn vérifié
Marketing et publicité, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées :

Powerful Business Management Tool For Handling Clients

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Lisa
Lisa
Owner (Canada)
Utilisateur LinkedIn vérifié
Marketing et publicité, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

SuiteDash is an amazing all-in-one CRM (and so much more!)

5,0 il y a 2 mois Nouveau

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

Leone
Web designer (R.-U.)
Marketing et publicité, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Slow & Old / Bad Customer Service

3,0 il y a 2 mois

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

Avantages :

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.

Inconvénients :

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.

Réponse de l'équipe de SuiteDash

il y a 2 mois

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

Utilisateur vérifié
Owner/Operator (É.-U.)
Utilisateur LinkedIn vérifié
Services juridiques, Auto-entrepreneur
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées :

Suitedash for my Small Business CRM

4,0 il y a 3 mois

Commentaires : 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.

Avantages :

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!

Inconvénients :

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!