SuiteDash Reviews

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.

Alternatives Considered

Trello, Slack and Asana

Reasons for Switching to 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.

Pros

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.

Cons

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.

Pros

Well, it's supposed to have everything. Invoicing, project management, CRM, LMS.

Cons

Too bulky, too much work to set-up, quite slow. And cannot integrate with other software as they don't have a public API.

Pros

SuiteDash has been an invaluable asset to our business. We love the all-in-one feature that simplifies our billing, customer management, and project management processes. Their customer service is also top-notch.

Cons

SuiteDash does have a bit of a steep learning curve and the interface is a little hard to navigate. Also, their integrations with other software could be better.

Pros

SuiteDash is my favorite suite tool. I use it daily as a project management tool, and I appreciate the refined and elegant design.
The tool replaces Jira and Confluence I've been using for years, but it is easier to use and take on, especially for customers not used to working with kanban boards.

I particularly like the ability for customers to make work requests.

The customer portal offers an excellent way to inform and reassure customers on project progress.
The portal page tool is an excellent alternative to Confluence, and the rich editor is powerful.
I use the Office part to create contracts that my customers can e-sign. Just wonderful.

As a solopreneur developer, I regularly work with other teams. So I appreciate the ability to promote users as project managers and that contact (CRM) and crew are well separated.

SuiteDash also replaces my chat tool as it offers an excellent email inbox tool and a chat with unlimited channels.

Cons

I want the ability to create articles based on themes i could list.

Alternatives Considered

Nifty, monday.com, Dolibarr and Asana

Reasons for Choosing SuiteDash

I wanted a monolithic suite of tools and something easy to take on for users non used working with Kanban boards

Switched From

HubSpot Marketing Hub, Jira, Slack and Confluence

Reasons for Switching to SuiteDash

The tool is very customizable.

Pros

This is the most powerful piece of software I've ever used in my business. It does everything and most importantly, it does it WELL. Most "all-in-one" software applications do plenty of things. Poorly! SuiteDash does all these things better than most specific-use applications do them. I was impressed with SuiteDash from day one, and continue to be more impressed every day. As I get to use the program, I learn about new features and powerful things that I never knew I could do. On top of that, they are constantly developing the platform and introducing exciting new features. I'm such a fanboy for SuiteDash, I browse YouTube almost daily for any new videos with anything to do with the platform.

Why? Am I really that nerdy?

Simple: SuiteDash is actually FUN to use. I am daily excited by the idea that I have such an incredibly powerful tool at my disposal that is honestly a joy to navigate and explore. SuiteDash lets me be creative in ways I didn't expect. As I tell my colleagues: SuiteDash is more about what you want to do rather than what the software does. It's so powerful, you can accomplish anything you like. The hardest part is deciding how you want your process to flow. SuiteDash does the rest.

Cons

I get that we have to have cons to balance things out, and there's only one I can see from here. It's not REALLY a "con", more of just a challenge.

SuiteDash is not intuitive to learn for the new user. The learning curve is steep as there are some concepts very different from other CRMs or software packages. All of it makes sense when you put it together, and there is ample documentation for the new user to figure it out by their own efforts. It does, however, take real effort to figure out the basics and really have it sink in.

This is, in my mind, actually a good thing. Software that can be mastered in one sitting is generally very simple-use software, and the steepness of the learning curve speaks to the true power of the platform. If you can dream it, you can do it.

Pros

All the training videos and support they offer. Building out a CRM like this can be challenging. But the step by step options made life easy and quick

Cons

Honestly, there isn't anything. There are things I'm not using yet, but will when we scale to that point

Alternatives Considered

monday.com and HubSpot CRM

Reasons for Choosing SuiteDash

Didn't have what I wanted and the program wasn't as good as i needed it to be

Switched From

HubSpot CRM

Reasons for Switching to SuiteDash

SuiteDash had the support and training i needed to understand how to use it effectively

Pros

The sheer number of business functions that this software covers is amazing. On several occasions, I've wondered does the software do XYZ (e.g. client portals, designing proposals, 2FA) and sure enough, there's a module for this. I was able to replace several other recurring monthly subscription software with SuiteDash, ultimately saving me money and time by not having to juggle multiple tools and hack their integrations together.

Cons

Because this software can do so much there is a significant learning curve, like any other enterprise ERP software on the market. If you only have a 5-minute onboarding attention span then this is probably not the software for you.

Alternatives Considered

Agiled

Reasons for Choosing SuiteDash

SuperOkay lacked the integrated CRM functionality and other ERP features, although the client portals look nice I didn't want to juggle multiple tools.

Reasons for Switching to SuiteDash

Agiled lacks two factor authentication (2FA), although it is supposedly coming on their roadmap. Lack of 2FA was a dealbreaker.

Pros

There is so many great features it is hard to point out what I liked the 'most', but the client portal is certainly a stand out feature, and the LMS add on in the higher package is well worth the additional cost, as I can now provide useful training videos for clients. And the onboarding process in SuiteDash is outstanding.

Cons

Probably the learning curve, as there is quite a lot to set up. However, keeping in mind that SuiteDash offers so much functionality, this is understandable. And there are great training videos provided to help you through each stage.

Alternatives Considered

OneHash and HubSpot CRM

Reasons for Choosing SuiteDash

SuiteDash offered a lot of additional functions that I previously did not have access to. The Onboarding and CRM and two of the standout reasons I made the change.

Reasons for Switching to SuiteDash

I tried at least 4 other applications, but none offered the complete package that SuiteDash does.

Pros

It's a dashboard that brings all the features you need for the whole team so you don't have to run multiple pieces. of various software. It's easy to use which means quick onboarding for new users.

Cons

I'd love to see direct SMS send and receive from the CRM Contact file.

Alternatives Considered

Capsule, Zoho CRM and HighLevel

Reasons for Choosing SuiteDash

Ease of use, feature set and price affordability.

Switched From

HighLevel

Reasons for Switching to SuiteDash

Feature set, ease of use and price affordability.

Pros

This is my second review that I am writing, period. But this company deserves it. So here it goes, I love everything that this platform offers. I am able to invoice clients, set-up tasks or projects for clients, use forms to get client information. I basically automated majority of my business, overnight.
Plus to top it all off, the entire design can be customized to fit my brand, I now have a progressive web app that my clients can download to their phone (android only). Unfortunately, I have been through alot of different apps so trust me I know the headach of going back and forth and paying a bunch of money to everyone.
But now, I no longer need atleast 6 different apps that I was originally using, thanks to Suitedash

Cons

As stated before this app is the beast of software. So I cannot be upset that it has a little learning curve.
To be honest, it is a little intimidating but I am not one to complain about learning something that will save me money and time down the line.

Pros

I am loving SuiteDash. In no particular order, the features I love about SuiteDash are intake forms, send invoices, accept payments, client subscriptions, multilingual, email marketing, custom domain, project management, customization, different levels of employees and clients, and file storage. I am slowly implementing SuiteDash under my own company, and I see that in due time, I will have more time to work on marketing. Thanks for such a great product! I highly recommend SuiteDash!

Cons

What I like least about SuiteDash is the learning curve. I really don't mind that, but since I am a very busy person, it takes more time for me to implement it. I do realize that SuiteDash is extensive, and I was prepared with taking a while to learn. I am not worried about this though as I know I will get it done. I would also like to see a more robust CRM. It's important to keep track of my clients, and using a CRM is important. SuiteDash can also be a little techy if you don't know what you are doing. This could increase the learning curve, but really, it's such a great software! Again, thanks for such a great product!

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to SuiteDash

I took a chance and bought it while it was featured on Appsumo. I have bought software on Appsumo before, but after using it for a while and seeing the potential for my business, I bought more codes on Appsumo. SuiteDash is the software on Appsumo that I have bought the most codes to get more features.

Pros

Single dashboard for clients to view/pay invoices and yes, recurring invoices using popular gateways like Stripe and Braintree. Great way to request files from clients who receive a link to upload the files without having to log in. Clients can approve or reject task items. Automation features are in the early stages but can see a lot of potential in this. The support is excellent! All issues are resolved quickly by their team.

Cons

Coming from more refined PM tools like Basecamp and Teamwork, the interface isn't as intuitive as it could be. The commenting system on tasks needs a lot of work. Task comments can easily be overlooked and not seen. Feels like too many clicks to get things done. Load times can feel a little slow at times.

Alternatives Considered

Basecamp

Reasons for Choosing SuiteDash

Using Woocommerce Subscriptions to handle billing for services subscription. I wanted a better client area than the default My-Account section. To get something similar to SuiteDash it would require multiple plugins and also cost.

Switched From

Teamwork

Reasons for Switching to SuiteDash

Basecamp is freaking beautiful and probably the only one next to Teamwork that has an easy interface that clients actually like and want to use. All you get is a PM tool. SuiteDash has many other additions that make it more useful and more complete.

Pros

For me it's the sheer range of functions that makes Suitedash stand out. I was especially pleased that the set-up is very easy thanks to extensive text and even video documentation. My Team now use many features on a daily basis: As a CRM, the software helps us to keep track of customer relations at a central point, to set up and manage appointments and ultimately increase customer loyalty and brand awareness. We will soon use the software as a client portal as well, which will give our customers a useful service tool to saves time (for them and for us). The Software can be whitelabled to a great extent right out of the box, and with a little additional CSS even larger customizations are possible (all strings can also be translated as well, which is great). My Team now shifted our project management to Suitedash since the time recording and billing functionalities come in quite handy - messaging, Kanban-Boards and file sharing with sufficient storage space are there as well. In Short: Because there are so many useful features, it's hard to tell which one stands out the most. Suitedash is just a well-thought-out overall package with lots of use cases for small to medium companies.

Cons

Some features are currently still under development and are therefore not quite perfect. For example, subtasks cannot be moved yet. But I think the Suitesash team is keeping an eye on these little things and will fix them over time. The public roadmap also shows that the team is working hard on the product. So it's all good.

Alternatives Considered

Jira, Trello, Salesforce Sales Cloud and Mailchimp

Reasons for Choosing SuiteDash

The functional scope of Suitedash covers numerous individual applications. Therefore, it makes little sense to not bundle some of the most essential tasks with this suite.

Switched From

Trello

Reasons for Switching to SuiteDash

The fair pricing, the range of features and the friendly Suitedash-Team.

Pros

The completeness of the platform. Almost everything you would need to do from a business or project management standpoint is available here. Suitedash is now the main hub of all of our business activities.

Cons

The user interface isn't great. However I understand how difficult this must be with all the features they offer. Also the contract generation process is a little confusing and not flexible enough. However they are addressing that with an update that should be out any time now.

Alternatives Considered

Plutio and Zoho One

Reasons for Choosing SuiteDash

And.co does it does well. But Suitedash is much more comlete.

Switched From

Fiverr Workspace

Reasons for Switching to SuiteDash

More features. Better value. Overall a more complete platform.

Pros

SuiteDash has a solid foundation of task management upon which to build but it's offering a lot of functionality that just isn't there yet. The team is also very responsive, which bodes well for their future.

Cons

The CRM does not connect to email to capture regular interactions nor does it record all interactions without marking things manually. As a longtime CRM expert, I can tell you that CRM only works well when a lot of the tracking can be automated by the systems interactions, leaving the user time to get work done. SuiteDash isn't there yet.

Alternatives Considered

SugarCRM, Bitrix24 and Copper

Reasons for Choosing SuiteDash

Pricing.

Switched From

Bitrix24

Reasons for Switching to SuiteDash

Pricing but then we switched back to Bitrix24 when we realized how limited SuiteDash was on the CRM aspects of the product. Once they spend more time focused on what their customers truly need to succeed, I think the product will get to where they want to be.

Pros

The ease of getting up and running with connected services was a SNAP! Made it so easy to each task because there are video tutorials on how to do every step of the process and get going in hours not weeks or months!

Cons

Not having enough energy in my day to put all of the amazing tools to work. There are so many more aspects of the system that I am excited to get into and start using and I have only started to scratch the surface!

Alternatives Considered

Salesforce Sales Cloud and Keap

Reasons for Choosing SuiteDash

Too difficult to configure!

Switched From

Creatio CRM

Reasons for Switching to SuiteDash

The cost and support as well as the BUILT-IN FEATURES and connected services. AMAZING value!

Pros

It has been an evolving time with SuiteDash regarding what I like best. First I liked the simple CRM and task management for standard tasks and project based phases and tasks.

As new needs arise suitedash has the solution. Client Portal was easy to set up, management of permissions and file uploads from clients was a breeze too. My non-tech clients can navigate the software easily on the client side.

Customer Invoiving, payments, and subscriptions are all available in one suite, as well as adding it to a subdomain of my main site and white label for customer constancy.

Cons

The only thing that I would like to see from SuiteDash for my current needs is a history of emails sent in the invoicing section.

Pros

The BEST thing about SuiteDash is the entire ecosystem (LMS, CRM, project management, invoicing, and booking) that works seamlessly on ONE platform out the gate! I've been able to replace the hundreds of dollars I was kicking out to different services, trying to piecemeal the experience I wanted to provide for my clients. With SuiteDash, the foundations are all there under MY BRAND. And as an added bonus, SuiteDash comes with an entire team of developers cranking out updates and features to enhance an already stellar product and expand their product offering.

Cons

The only hang-up I've had is the overwhelm with knowing how to get everything up and running for me. My business is new and growing; learning how to use the product and putting all pieces in place has been a challenge. Thankfully, the team at SuiteDash knows their customer and offers a myriad of options for onboarding and learning everything there is to know about what they've built.

Alternatives Considered

Plutio and Agiled

Pros

It has a lot of features. But I'm especially in love with the client portal and Circles. For my company, we deal with different industries and being able to group them into various Circles and present them with information that are highly relevant and targeted for their industry is a winner in my book.

The team has this incredible roadmap that shows that they really listen to the users. For eg, a collaborators role is coming up which I'm particularly excited about because we do work with a lot of third parties that aren't our employees but are still vital to our business nonetheless.
Also, a support ticket system and proposals creation system coming up.

Like seriously, it's incredible and once those 3 features are live, for me personally, it has everything a company can ever need. Except maybe automations and API for integration with Pabbly.

Cons

In terms of onboarding, because this is a software with a huge variety of functions, it will be better if there are onboarding videos for different industries. OR, perhaps have a checklist of features available, what each feature does and the link to the help article or video tutorial to setup the feature. It can be in the form of a PDF guide with links.

That way, I can refer to the checklist to have an overview of what I need and also refer to it to know what's already been setup, what hasn't been done and what needs to be worked on etc. Much easier to keep track and will make the whole setup process a lot smoother and intuitive.

If the checklist includes a section that contains "pre-checked" checklist for different industries, that will be even more helpful! Some sort of case study to help us better understand why SuiteDash is setup in a particular manner for a particular niche and how it helps the company grow.

Alternatives Considered

Agiled

Reasons for Choosing SuiteDash

Compare this with another CRM I was using previously and shelling out big bucks on a monthly basis: Bitrix24, which was buggy, support was slow to respond especially for tech issues. And if you ever need help with automation or their business designer tool, you're either on your own or you have to pay extra to hire one of their official partners to help you. And that's at a price of $750/hour in my area! Not only that, you can never get a refund the moment you paid. Case in point: initially, I was able to connect my office landline to it and it worked beautifully. So I topped up my credits. Then they changed their terms and removed the telephony connection that I’ve already setup. With this change, I can only use the telephony service if I rent/buy a number. As I didn’t want to rent or buy another telephone line, I decided not to use their telephony feature and asked for my money back since the credits can’t be used anymore. They quoted me their no-refund policy.. There’s still more than 6 months till the end of my Bitrix subscription. But I’ve already moved on to SuiteDash to save myself from the endless cycle of frustration and disappointment I’d been going through since using Bitrix. And I think it's the best decision I've ever made since I founded this company.

Pros

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.

Cons

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.

Pros

Suitedash is a well thought out, well architected, fully integrated software at a price level that is suitable for the average business owner. Suitedash has literally everything I want, from client portal to email marketing to project management. I particularly liked the white labeling feature, which allows me to rebrands everything to suite my business. Their client portal system is phenomenal. It is, to date, the nicest looking and most robust I've seen in any all-in-one. Compared to 17Hats's the SD portal is much better. They also have nice, complete documentation. I've been able to answer my own questions for the most part just by using their FAQ system. Dev team seems to be knocking out updates pretty rapidly. Support has been pretty quick to respond.

Cons

One thing I would recommend is to improve the user interface. Also, as a 100% online business, I need to be able to embed a scheduling link on my website so leads can automatically schedule a discovery call. But that is just not possible with SD right now. It would also be nice if they added chat support once things have calmed down a bit for them.

Alternatives Considered

17hats

Pros

Really like how it is highly customizable and has a ton of options! It has an ongoing team developing it, which means the features keep expanding and it stays current. Since it is hosted by them, I don't have to worry about applying updates. The Support team has been very responsive as well!

Cons

The main things I don't like are features that are missing that are slated to be released soon: A support Ticketing system, installment payments, and reporting feature. Once these are added, it will have all the features of my old CRM and many more!

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.

Pros

I consider myself a collector of software. I like deals and I like stuff that works. This was both in one package. Not only was I able to get my platform up and running with minimal effort, I was also able to whitelist like a pro in a few steps. Even if you are not a DNS wizzard there are step by step instructions to guide you. The platform is fully customizable and will be my entry level attempt at building a small portion of my customer applications to meet their business needs while I do all the nerdy stuff in the background. I am one person and it sounds like it would be overwhelming to try to manage CRM for a company no matter how small. Templates, Templates, Templates. Suitedash has plenty of walkthroughs and documentation to help you design and build templates that you can reuse over and over. Once you have templates in place you can easyly reuse them for a multitude of things. Most of the freeform text leverages placeholders so you don't have to customize every single landing site for every customer. Let me tell you the absolute best part.. Web App on any device. You don't have to be an apple developer or google app wizard, you just click the button and the site creates the app on your screen. Super easy. You can also get those not so tech savy folk onboard in no time with the magic link feature. Overall, an amazing SaaS offering at a great price. If you need some CRM in your life, suitedash is the best way to get involved. They are constantly updating the platfor

Cons

I had to read a little and watch some video walkthroughs but it was well worth it and highly educational!