SuiteDash

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.

SuiteDash has made us better

Kommentare: We started with SuiteDash by using the customer portal functionality. Then, we discovered the powerful CRM, and and now we're fully implementing the project management and automation capabilities.

Vorteile:

I love the customisable dashboards, robust project management tools and comprehensive client relationship management functionalities; SuiteDash has streamlined our workflows and improved our team's efficiency.

Nachteile:

Because the software is so powerful, there is a learning curve. Thankfully, there is a strong and supportive community and a comprehensive suitedash academy.

All-In-One Biz Tool

Kommentare: The tutorials are detailed and easy to understand. I’m more of an artist than a business-type brain, so getting all this set up means I don’t have to worry so much about the nuts-and-bolts stuff.

Vorteile:

That pretty much everything I need to run my business is all in one place and works together, and all with my own branding.

Nachteile:

There is a lot to set up, but that’s because of all the processes it takes care of.

Ok product

Kommentare: Overall it was good for the price.

Vorteile:

I think the price was good for what it offers. Very customizable.

Nachteile:

There were a few glitches that I never worked out.

Recommended!

Kommentare: I am still learning to use the platform to its potential, but it is extremely versatile and powerful. You get literally everything you could ask for to run an online business in 1 product, and customer support and forums are responsive and helpful! Thank you Suitedash for being awesome!

Vorteile:

I love the LMS feature and the scheduler that is built in. Honestly, I have used Ontraport, and the value this brings is the same areas make it worth every penny 10x!

Nachteile:

I wish it was easier to learn some of the stuff, but after considering everything it can do, they actually work really hard at making it succinct. It is ULTRA powerful, so once you learn it, you become a powerhouse!

I went for Suite Dash because its extremely comprehensive with everything required in one package.

Kommentare: I went for Suite Dash because it’s like having everything under one roof. It helps me organise my whole process, from sales to project management. My customers can log in, and everything’s in one place, making everything so much simpler for them and me."

Vorteile:

So here are the pros based on what we use the software for. We use the software daily by myself and our team: It's reasonably priced, so it's great value for what you get. It's a really versatile and powerful tool, covering loads of business needs. It’s an all-in-one platform, so you don’t need multiple bits of software. You can white-label it, so it looks like it's your own product. It has solid CRM and email marketing features; you can create websites and landing pages It's handy for document signing and customer portals. Excellent customer support, just an email away with the same-day response. Note that we are using the paid version and find it value for money.

Nachteile:

So the Cons: Because it does so much, it can take a bit of time to get the hang of it, and it can also take time to implement the software processes. The landing page and website builder are a bit basic, but they do the job. The end result will still look good; it's just a matter of putting it all together.

Suitedash, the best ALL-IN-ONE Business Management Software

Kommentare: In fact, I have stoped using all the other software because suitedash has everything needed to run a business and those of your clients. It's a wonderful product everything ro manage a business

Vorteile:

Surprisingly, the product contains everything i need to run my consultancy business. Its integration with automation makes it so easy to scale at no extra costs

Nachteile:

As a one in all software, there is a lot to learn and the intro videos were not straight to the point. The intro videos could be more simple not to waste users' time

A vital piece of technology for us!

Kommentare: Overall our experience has been great its seamlessly integrated with our tech stack and provided much-needed value that no other CRM system can currently match.

Vorteile:

The amazing range of features SuiteDash offers. The automation being essential for our operations, it allows us to spend more time on the things that matter which has been a game-changer for our team's productivity.

Nachteile:

Although landing pages can be built within SuiteDash the builder itself could be improved. We did bring this up at the regularly available live Zoom meetings however and this is currently on the roadmap for the future.

SuiteDash is Sweet for Business! Exactly What We Needed…

Kommentare: We decided to use SuiteDash for our 2 businesses and to setup for our client who is the president of a community group. We like the setup of the system in that we can watch the easy to follow videos and go in to create the parts of the system we needed to import our paper intake form into the system and we can now collect client information virtually and keep it together.
It's convenient to be able to break down the clients and customers into separate or sub portals so we can share information at various levels. This system is really all in one! I can't think of what it's missing yet and are very excited about its potential as we expand our business. Their support was also pretty quick in responding to our questions if we got stuck. The only thing left is to import a few contracts for digital signatures and setting up the payment systems soon. You should really use this SAAS for your business processing, operations and management - you won't be sorry!!

Vorteile:

Training videos are very comprehensive, quick responsiveness of support and the complete business system. It does almost everything!

Nachteile:

No Live Support and some of the template setups can be a little confusing but not the worst

Get your account with Suitedash

Kommentare: I've had a very good experience and look forward to new features in design.

Vorteile:

I like the fact that it's completely white label. They are very focused on making you look like the software is yours designed, to help your clients have a dashboard for their account.

Nachteile:

Some of the functions can be a bit smoother on look and appearance. Some templates can be bit more user friendly. I wish they had a drag and drop system.

Suitedash for every business.

Kommentare: Once you learn the ropes and know what you want to do, the possibilities with Suitedash are endless.

Vorteile:

CRM with all the possibilities to automate your tasks.

Nachteile:

Steep Learning curve. One needs to invest time to learn to make it work.

NICE INVESTMENT!

Kommentare: I'm Beyond Pleased, wish i would have jumped on board earlier. so i know more

Vorteile:

I started using SuiteDash for my business, and it's been a game-changer. It combines all the essential tools I need in one platform. I can streamline client communication, automate lead generation and onboarding, manage projects, handle invoicing, subscriptions, and email marketing campaigns - all in one place. While there was a slight learning curve initially, the platform's intuitive interface and extensive capabilities have significantly improved my workflow and productivity. The exceptional customer support, secure file management, and HIPAA compliance provide peace of mind. SuiteDash has exceeded my expectations by offering a comprehensive, easy-to-use, and secure solution for all my business needs. It simplifies daily operations and enhances the client experience. I highly recommend SuiteDash to any business looking to consolidate tools and boost efficiency.

Nachteile:

for someone who prefers a more minimalist approach or enjoys using multiple specialized tools for different tasks, the all-in-one nature of SuiteDash may feel overwhelming or restrictive, but it's worth it.

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

Very Good ROI For SuiteDash

Kommentare: I bought suitedash after several failed purchases of competitive platforms. The others had awful training and very difficult admins to navigate and set up. Suitedash also had the most different functions that our team could really use.

Vorteile:

Very easy to set up with intuitive admin. The project management section was the need for the first project but we've expanded to the crm section of the platform with great success. Support is very responsive if the videos and pdfs don't do the trick.

Nachteile:

I haven't found one yet but will report back if something comes up

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.

One size fits all

Kommentare: I can confidently say there is no product like suitedash. I used many different software over the past years, and this fits everything.

Vorteile:

I dont need to buy 8 different subscriptions to run my business

Nachteile:

Cost-effectiveness and for sure the overall implementation through every business step.

Very versatile and customizable product

Vorteile:

I love the idea of circles, where you can make similar dashboards for clients, but by adding them into a circle, you can give them specific access to different pages or tools. For example, I’m providing a complete office management tool for home service companies. While several things will be universal, I can create specific pages/tools for house cleaners, or lawn care, or window cleaners under different “circles”. So clients all share about 80-90% of the same tools/pages, I can add the house cleaners to a “maid service” circle that has a specialized CRM with entries about how many bedrooms and bathrooms their client has for example. Say they decide to also offer window cleaning, it’s just simply adding them to the “window cleaning” circle and now they have access for both sets of tools. The idea is to create these tools once in a circle, and then just give access to whichever clients need them. This allows you to have a very comprehensive management tool, but easily present it to the client like it’s specific to their industry.

Nachteile:

SuiteDash has so many options. It can almost seem overwhelming at first, but I thought their support pages had many incredibly helpful videos and walk-throughs. It can take a minute to get your mind wrapped around how much you can actually accomplish.

Amevel's Review

Kommentare: I've had quite a positive experience with suitedas. Many features are set for automation and they are very complete at the moment of using them and habilitating them for your users, however I have experienced different issues and errors turn up with the content pages I created and I have also found that the organization for control for different users isn't as complete as I thought. Roles of users should go from higher control to slightly decreasing options of control in order, but in this case the admin has control of everything and then the other role that comes after controls too little, so at my company we were forced to give admin profiles to many people just because the other profiles didn't have the options we needed for them.

Vorteile:

What I liked the most was the CRM and the automation while creating users.

Nachteile:

There is not much liberty for pages and content creation, you need to learn html and css if you want to really customize pages but by using the pages editor alone it isn't as effective and broad with the design options to do whatever you want as I expected beforehand.

Packs a Punch

Vorteile:

This tool is packed with features essential for running your day-to-day business operations. It has everything you can think of, all in one place: contact forms, lead management, document signing, marketing tools, support tickets, file management, invoicing, and automation. This comprehensive suite of features makes it an amazing tool for any business.

Nachteile:

With that many features and tools, you can find yourself lost at first.

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.

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.

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.

Good CRM and Task Management software for accounting and tax firms

Vorteile:

I love the automations and ability to white-label

Nachteile:

Sometimes it can have slowness. It also takes a little more time than expected to setup and configure the system accordingly

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.