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SuiteDash
Was ist SuiteDash?
SuiteDash ist mehr als nur eine Kundenportalsoftware. Die Lösung ist eine voll integrierte, cloudbasierte Plattform, die den Softwarebedarf der meisten kleinen und mittleren Unternehmen vollständig abdeckt. Leider sind viele Unternehmen mit Softwareanwendungen frustriert, weil sie viel zu viel Zeit und Geld damit verbringen, sich in mehrere Systeme einzuarbeiten und diese dann auch noch miteinander zu verbinden. SuiteDash löst dieses Problem, indem es die am häufigsten verwendeten Geschäftstools zu einem vereint.
Wer verwendet SuiteDash?
Kleine bis mittlere Unternehmen, die nach erschwinglichen, vollständig gebrandeten Lösungen für Kundenportal, Projektmanagement, Dateifreigabe, E-Mail-Marketing, CRM, Rechnungsstellung und IM suchen.
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Bewertungen über 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 is an amazing all-in-one CRM (and so much more!)
Kommentare: 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!
Vorteile:
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.
Nachteile:
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.
In Betracht gezogene Alternativen:
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.
In Betracht gezogene Alternativen:
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.
Exactly what we were looking for!
Kommentare: We are extremely pleased with our decision to implement SuiteDash into our almost daily workflow. It has checked all of the boxes we were looking for and more, and did so in one concise package, which is so hard to find. Like I am sure most businesses these days, we found ourselves switching between so many different programs and SuiteDash has solved this problem. I highly recommend giving SuiteDash a try, you will be happy you did!
Vorteile:
Our main focus was to find a program that could create a custom user experience within a fully branded (white label) portal. SuiteDash truly hits this one out of the park! But that proved to be just the beginning. After setting up our initial workflows and experience, we were able to build upon this and use even more of the software capabilities. For client-based interactions, we now regularly use SD for eSigning documents, secure file exchange (transfer & requests) along with secure messaging. Internally, we have automated the onboarding to populate the CRM and also use the project management functionality. Our final stage of implementation will be to transition our current dedicated marketing platform over to SuiteDash and to combine their email marketing, sales funnels and ultimately the Invoice/Billing functionality. We hope to update our next steps and experience after utilizing SuiteDash to its full potential!
Nachteile:
To take full advantage of this very robust software, there is a bit of a learning curve, but there are plenty of comprehensive, yet easy to understand resources that walk you through step-by-step everything you need, along with an active community, responsive support staff and additional third-party resources dedicated to helping get everything setup perfectly. I would also recommend setting up the most important workflows first, begin using the software and then build upon that foundation as needed.
