SuiteDash Erfahrungen

Es ist die smarteste All-in-one-Lösung, die ich kenne

Kommentare: Zusammenführung aller Aspekte im Business statt Zusammentragen und Abgleichen der Daten an x-verschiedenen Stellen. Wie immer: Anfangs kostet es Zeit für die Einarbeitung und das Übertragen, doch ich sehe bereits jetzt, wie sich vor allem im Team Effizienz einstellt.
Richtig gut: Schnelle Reaktion des Supports und das Gefühl, dass Fragen wirklich gelesen werden.

Vorteile:

Ist der Anfang gemacht, zeigt sich die übergreifende Zusammenarbeit der einzelnen Module. Gestartet bin ich mit dem CRM, Formulare und der Newsletter waren die beiden nächsten Schritte.

Nachteile:

Als deutschsprachiger Nutzer wünsche ich mir eine komplette Sprachdatei auf Deutsch. Es selbst zu übersetzen ist zeitaufwändig und im Ergebnis teils überraschend, wenn die Funktion hinter dem Platzhaltertext noch nicht bekannt ist - ab und an entsteht Kauderwelsch, das dann schrittweise angepasst werden muss. Ich wäre auch bereit, dafür etwas extra zu zahlen und Zeit (und Nerven) zu schonen.

A great option for having an all in 1 platform for CRM, Project Management and Client Portal

Kommentare: Having set it up several times, it's my go-to for any sort of portal, CRM, or project management system. It can be used on businesses as simple as a solo freelancer doing projects large and small or as complex as a multi-user CRM and project management system with hundreds of clients.

Vorteile:

The way you are able to white label your own "platform" for doing just about any business function is a real game changer at this pricepoint. It can be as simple as a CRM system or full-blown project management, client portal, etc. The way the system is thought out is almost like a blank space for you to create whatever functions you need and make it your own

Nachteile:

I've set up SuiteDash 3 times for different business types and each time it does get easier, but for someone that is new this type of system, the setup may be overwhelming. But if you have experience in setting up any similar CRM or business management application, the process is easier. My biggest complaint is the terminology used in docs and in their videos is not necessarily industry standard. So for people coming from an older established system, learning how SuiteDash talks about features is a bit of a curveball. Easy enough to learn quickly - it's just something to be aware of.

The perfect tool for business owners.

Kommentare: I love it. I have used SuiteDash for over 4 years and it just keeps getting better. They are constantly upgrading and making it better.

Vorteile:

Excellent customer service and ease of use. SuiteDash has saved me thousands of dollars by allowing me to cancel subscriptions to other services. Because it does everything that I need, it is the only tool that I need to pay for.

Nachteile:

I honestly cannot think of any issues with SuiteDash. Any challenges that I have faced have always come from me not reading or not following the guidance correctly. Even when that happens I have been able to get support very quickly.

Lacked basic functionality of nearly all other CRM systems

Kommentare: Support was good but the software does not do some of the basics of a CRM system very well. so very disappointed

Vorteile:

One price irrelevant of how many users and seemed on initial inquiry to do everything we wanted

Nachteile:

Lacked basic functionality - It has no reminders built in ( This is a deal breaker for me) - So if you send a document or ask a client to complete a task you cannot set up a reminder email automatically to the client to get them to complete the task. Yet this function is available in the invoice section. This makes no sense to me .Also no automatic reminders for appointments or workflows. This alone makes it impossible to set up good automation within projects. Unfortunately, it does not do what it says it does very well. Also, there is no centralized view of a client so if different people send emails to clients you cannot see in one place ( without impersonating a client's view) all communication with a client. It is ridiculous to have that view available to a client and not the super administrators.After looking at workarounds for ages we decided to cut our losses and stop using the software.

TaxGuru Review of Suitedash

Kommentare: This is the most important thing on here actually because this helps create time and we know that time is money. We are trying to maximize time so we can do the most for our customer

Vorteile:

This is the most important thing on here actually because this helps create time and we know that time is money. We are trying to maximize time so we can do the most for our customer I like the ease of the system

Nachteile:

IT is a lot and can seem overwhelming at time

I've bought at least three portals since I became a member!

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

Vorteile:

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

Nachteile:

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.

The All-In One That is REALLY an All In One

Kommentare: A couple of times, out of frustration I did consider leaving Suitedash but each time the way they resolve issues has shown me that this is a company who is intentional about their growth and cares about their users. They have earned my business long term, and I would consider using for other businesses in the future.

Vorteile:

Definitely the customization! Certainly it’s the biggest reason I was drawn to it. I also love how you don’t have to pay $50-$100 dollars PER each additional user like alot of other softwares. It’s friendly on the wallet. I love the all in one and how I am able to cut down on how many separate things clients have to keep up with because they don’t like toggling between to many apps.

Nachteile:

Suitedash is extremely complex to build out in the beginning. I wish they had some prebuilt templates like some of their competitors and hope to see that rolled out in the future. Suitedash is also extremely slow, but they very recently did updates to try to address that.

SuiteDash allows me to save time and scale my business processes

Kommentare: With SuiteDash, I can have my CRM integrated with contact forms, inquiry forms, and even my e-mail newsletter campaigns without having to connect several Zapier integrations to get everything to communicate with each other. I also get the impression that there are many improvements still on the horizon which makes my confident that I can invest in learning the platform.

Vorteile:

I like the ability to create automated workflows to reduce repetitive tasks. This frees me up to stay lean and still serve my clients more efficiently.

Nachteile:

The speed of the software could be improved, and the UI/UX could be improved significantly.

SuiteDash makes my life easier

Vorteile:

Easy to use system for my clients and team.

Nachteile:

It takes a little work to set it up but I used the training videos and was to get it done.

A ton of tools that all integrate

Kommentare: SuiteDash solves a major integration problem for us. Everything is tied in and connected to the company/client, and while we're still working on our implementation, it's looking like the long term winner for our shop

Vorteile:

A quick note, we're still in the middle of our SuiteDash implementation, but here's what I love about SD:1. Everything's integratedFrom email lists to Invoices to portals to LMS, SD is beautiful for small and medium boutique consultancies. We've had multiple platforms, which usually don't talk to each other. All components connect back to the client.2. Everything's accessibleI can share out whatever is needed with multiple people at a shop. My previous platform did not have that capability. And nothing is that hard to implement.3. Everything's still developingEven since starting with SD, we've seen new features appear. It's nice to know that as cool as it is, it's getting better.

Nachteile:

At the time of this writing, there are two features I need that I'm still using another plaform for:1. Native Outlook Online (Microsoft 365) Integration for CalendaringCurrently the only way to integrate Exchange Online is to use Zapier or similar services, which is fine but I'm trying to use less platforms, not more. Google calendar is supported out of the box, which is not a surprise, Google makes their api's open and easy to use. But in my circles, Google Calendar is a mark of amateur night in Dixie, so we moved out of it last year.2. Quizzes for the LMSIt's nice to have an LMS built in, but without a way to validate user consumption, it's not very helpful. Quizzes are supposed to be on the way, and I trust that they are, so I'm looking forward to ditching another platform and bringing that into SD as well.

Serendipity: I was only looking for a portal, I found everything

Kommentare: 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

Vorteile:

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.

Nachteile:

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.

Very Customizable and Value Oriented

Vorteile:

SuiteDash does not try to nickel and dime for features. Additionally unlike other competitors, the product is constantly getting new features and even now supports webhooks (BIG deal for automation)

Nachteile:

The speed of the UI could be a little faster. To fully utilize SD, there is somewhat of a learning curve

Extremely powerful white label solution

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

Vorteile:

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.

Nachteile:

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

All In One Solution

Kommentare: 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!

Vorteile:

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

Nachteile:

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.

All In One

Kommentare: I’ve been using SuiteDash for a while now, and it has truly changed how I manage my business. This platform is packed with features, offering everything from CRM and project management to client portals and billing solutions. Having everything in one place means I don’t have to juggle multiple apps anymore, which has made my work much easier. The CRM system is one of my favorite features. It’s user-friendly and powerful, helping me keep track of all client interactions and follow-ups effortlessly. The project management tools are also fantastic, making it simple to assign tasks, set deadlines, and monitor progress. The client portals are a big plus, providing a professional and secure way for clients to access their information and communicate with us. The only downside is the initial setup process. It takes quite a bit of time—weeks, in fact—to get everything configured just right for your needs. However, this is a small price to pay for the benefits you gain once everything is up and running. The tutorials provided are top-notch and really help make the setup process easier. They’re detailed, easy to follow, and make the whole process much less overwhelming. All in all, SuiteDash is an excellent platform for any business looking to streamline their tools and boost efficiency. The setup might take some time, but it’s definitely worth the effort in the end. Highly recommended!

Vorteile:

The amount of features and the tutorials. Its has all-in-one functionality.

Nachteile:

The initial setup process. It takes weeks to get everything configured, which can be daunting. However, the excellent tutorials help simplify and manage this process.

A Complete Business Operating System

Kommentare: In conclusion, SuiteDash isn’t just another business management tool; it’s a paradigm shift. It’s the 'red pill' of business management – once you experience it, there’s no going back.

Vorteile:

SuiteDash isn’t just a tool, it’s a game-changer. It streamlines, automates, and transforms our business processes. It's a Swiss Army knife for a business - handling everything from CRM to project management, and all the nitty-gritty in between. File sharing, document management, proposals, forms, invoicing, automated emails, drip campaigns, appointments, support, project management, workflows, and customer portals - SuiteDash has effectively replaced a dozen different tools for us. But this isn't just about replacing multiple tools; it's about redefining how you approach your business processes. SuiteDash is built with systems thinking and process automation at its core. Any process that can be automated, SuiteDash can handle it. From lead generation funnels and automated onboarding to custom project templates and fulfillment workflows, it's a powerhouse of efficiency.

Nachteile:

Not really a con, but "With great power comes great responsibility.” The tool is so flexible and customizable that it’s easy to get lost in all the possibilities… It’s best to start with a clear plan in mind, start with a rough MVP version, and fine-tune over time.

SuiteDash is a Sweet Customer Dashboard!

Kommentare: Its a great platform, stable and reliable performance while having all the marketing and sales features to retain and convert customers.

Vorteile:

It has great features for marketing and sales and retention of customers.

Nachteile:

I think the initial payment could be simplified, however, this is minor issue.

My honest take

Vorteile:

I've been using SuiteDash, and it's a game-changer with its all-in-one setup that handles everything from billing to project management seamlessly. I love how customizable it is, letting me tweak it to feel like my tool. The interface is super user-friendly, which makes it easy to get on board, and the mobile access is a lifesaver when I'm away from my desk.

Nachteile:

there's a bit of a learning curve to get used to all the features.

Complete CRM and Client Portal Solution!

Kommentare: Its a very cost effecient solution for me, I am an appsumo purchaser and this deal works at least 4x what I invested for.

Vorteile:

Feature-rich, have a ton of tutorials and knowledgebase articles, All in one solution to manage your Business

Nachteile:

Even though its feature-rich it is very confusing for a new user, may take sometime to understand if you are using it for the first time, still you got a load of tutorials to refer to. It takes some milliseconds to load, for my business it is ok.

Amazing software!

Kommentare: Fantastic! Great company.

Vorteile:

That it's an all-in-one software solution.

Nachteile:

It's so robust that it takes time to learn and develop into what you want it to be.

SuiteDash is the best all-in-one tool

Vorteile:

SuiteDash makes it so simple to keep track of the entire lead process and client experience. I love the sales features but also how easy it is for a client to submit a request and get invoiced quickly. The dashboard is user friendly and the custom client portal makes our brand feel professional. I highly recommend checking out SuiteDash.

Nachteile:

I would love to see more ways to use it for social media. Keep track of our social conversations.

All in one

Kommentare: My overall experience with suitedash is amazing

Vorteile:

Suitedash is an all in one crm that’s help me operate my business

Nachteile:

Can not add quiz to the LMS which makes it hard to complete self paced training

Full Feature CRM Built For Professionals

Kommentare: Overall SuiteDash has provided an effective CRM for my small business. The learning curve and daunting number of customizations, FLOWs, automations, etc. can be seen as a drawback though. I would still recommend people give it a spin and kick the tires at least, but do understand that it will take days to build out a needed pieces of your client portal.

Vorteile:

SuiteDash is the most robust CRM I have used to date. The ability to create custom circles (segmented customer areas) allows small operators to manage large client loads and many projects simultaneously.

Nachteile:

Speed, speed, and speed! SuiteDash has made some improvements over the past year to improve load times within their app, but its still one of the slowest services I use. Page load times are never less than 2 seconds, generally closer to 4 seconds. They absolutely need to remedy this to ever match the top players.

SuiteDash review

Vorteile:

Easy to use.Easy onbording from customers.Easy Project handling

Nachteile:

Current valid GDPR is missing and data storage weithin Europe

Suitedash has helped my busines to fun so smoothly.

Vorteile:

I recently had the pleasure of using Suitedash CRM for my tax business, and I must say, it has completely transformed the way I manage my operations. Suitedash offers a comprehensive suite of features specifically tailored for tax professionals, making it an invaluable tool for any tax business ower.

Nachteile:

The cons of Suitedash is not having a desktop app version.