Avis clients sur SuiteDash

"Tres bon produit"

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 !

"A great customer portal, customer service application"

Commentaires: I will be honest and say I looked at SuiteDash before and didn't give it a fair shot. You do need to be willing to watch some of the help videos for set up. Once I did that, I was set up within a day and have a pretty sweet looking customer portal on my website now. I really think they have packed an insane amount of features and customization into one product.

Avantages: It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee. I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

Inconvénients: I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap. I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

"Complete and reliable business management software with great customer support"

Commentaires: Our whole team is satisfied with SuiteDash. Our work has been more organized and our customer outreach is also improving. No complains from customers while using SuiteDash client portal too.

Avantages: 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!

Inconvénients: The system is in improvement stage. Occasionally we do find small bugs but the customer support team has been great to solve them promptly.

"All I need"

Commentaires: I love it. You will too. It's worth the investment.

Avantages: Suitedash is pretty robust. It's an all in one business solution that I have been using for my clients. They have a solar company that relies heavily on lead generation. We needed a tool that not only can run my client's business but could make it easy for affiliates to log in to see their book of business. Suitedash handles this perfectly. We create lead forms on our website and all of the information gets setup on our CRM. Zapier integrations are amazing. The software can do much more than that but as my clients grown they will not need to go anywhere else.

Inconvénients: Customer Support is my least favorite. It takes a day to answer our Reponses at times and it's a bit frustrating, given most saas have adequate staff onboard to answer pressing questions etc. Though they have an amazing helpdesk. Everything is well documented - however I wish they would be more proactive with the emails. But I love them none the less.

"Great Feachers I am always waiting because It's slow"

Commentaires: Idea's about function is great. Practically it just does not deliver at all. Nor do they support the product.

Avantages: 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.

Inconvénients: 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.

"Well Rounded program which fills multiple organizational needs"

Avantages: I like that I have fewer software programs to deal with. I can log in here and have my CRM, Project Management, along with interfacing with my client too.

Inconvénients: The invoicing could be stronger, but it's not a deal breaker by any stretch.

"Powerful Business Management Tool For Handling Clients"

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.

"The Perfect All In One Software For A Solopreneur To Grow Their Business With"

Commentaires: Suitedash allows entrepreneurs to totally streamline your onboarding process without having to use a million different software packages. It even intergrates with Accounting software like Quickbooks online, which is awesome. This has really simplified the onboarding for me as I am a Solopreneur.

Avantages: Suitedash allows you to automatically onboard clients using automation. You can acquire leads, have them review your proposal, accept and sign the proposal, sign a contract, pay the agreed amount immediately, setup a filing system for documentation, and provide a custom client portal experience. You can even put limitations on what your clients staff has access to. I also love that I can assign staff, collaborators l, and contractors to specific clients. This software is all about customization. It intergrates with wordpress and is white label. You can totally brand your client portal with your businesses branding. I love that billing clients is customizable. You can charge a one time fee or a recurring charge. You can also do a combination of both on the same invoice. This is great for those of us who charge a retainer plus an ongoing monthly fee. Well worth the money.

Inconvénients: The software doesn't intergrate Google Drive, Box, Dropbox, or Onedrive for external storage at this time. Maybe this will be something provided in the future. On the other hand, they provide a lot of internal storage which is great.

"An excellent Client Portal with many other great features"

Commentaires: Overall it has been a great experience. I hope the add the chat widget soon so we can chat directly with their support from the dashboard.

Avantages: The branding and client portal features.
SuiteDash allows you to upload your logos and set your branding colors to make it your own.
The client portal features are outstanding, very well thought

Inconvénients: The lack of a chat widget in the dashboard so the admin can communicate with SuiteDash support directly.
Hopefully they will add it soon.

"Great suite of tools that helps improve my workflow"

Commentaires: I am using suitedash to solve estimating, invoicing, subscriptions, CRM, task management, and project goals

Avantages: 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.

Inconvénients: 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.

"I’m loving it"

Commentaires: I couldn’t live without it now. Loving it more each day.

Avantages: So many features all built into one tool. Being able to have the project management tied into CRM, billing, email marketing & built in automation is awesome.

Inconvénients: The discount line of the invoices was not able to be hidden. Once I reported this they resolved it and it’s now hidden when no discounts apply. They listened and actioned it fast.

"SuiteDash - Top-Notch & Comprehensive Business CRM Platform"

Commentaires: The high-level thought and process logistics that is a big asset of this SD tool can initially seem complex, but you will quickly realize that it makes perfect or better sense to use the flows as designed, to better administer and manage potential client & business growth. Once the system is setup as required, it virtually runs on automatic for managing client communications and service needs with little interaction needed if all the various components are properly setup and integrated.

Avantages: The comprehensive suite of tools and services provided within a single dashboard to meet, greet and manage all levels of client services from business communications, marketing and task administration support to engagement contracts & invoicing / payment processing.

Inconvénients: Setup User Experience requires a bit of getting used to how the system works and the integration setup processes before the robustness of the system setup can be realized or achieved. It does demand a bit of "first getting to know how it all works" for a non-techie to get going, as the high level integration and logistical flows may not always be readily understood by someone who has not thoroughly thought through their own client administrative needs.

"A very well-thought-out package."

Commentaires: We use Suitedash to organize remote teams, simplify our work flows and ultimately cover many of the challenges we face in administration, sales, marketing and organization. This way, numerous other applications become obsolete and things can be organized centrally. That’s really worth a lot.

Avantages: 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.

Inconvénients: 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.

"The Complete Package Software"

Commentaires: I am using this software for billing, client onboarding, organizing, and structuring client tasks. This software is basically running half of my business for me.

Avantages: 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

Inconvénients: 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.

"The one ERP to Rule Them All?"

Avantages: The system is absolutely packed with every possible nick and cranny of business needs you know about, and DON'T know about. The ability to be customized to such extent to look, function and provide so much it is unmatched. From Project Management, Employee Portal, Customer Portal, Contracts, CRM, Mobile App, Invoicing and we can keep going. The most impressive is that normally a system can not be this good in everything it offers and does. This SaaS is the exception, it is not perfect (lets be honest nothing ever will be "perfect") but it will take you a long long time to find where the system is lacking anything "special" for your unique business. If that is the case, they are just around the corner to answer questions and resolve any issues you might have quickly. This is the type of system and service you wish you would build. It doesn't require marketing! It is so good, they already have so much word of mouth referrals because IT IS an excellent system.

Inconvénients: Because the system is so robust it requires good training to help you see all of the options, setups needed to take full advantage of the system. In Short "Training Material"

"A Must Have All-In-One Solution For Consulting Businesses!"

Commentaires: So far I am extremely happy I went with SuiteDash. Having most of my business software needs available in the same interface has been a huge time saver. While it does integrate with many other services, I have found that since switching to SuiteDash, I am using those other services less and less. I definitely recommend SuiteDash to small to medium businesses that want to have an all-in-one solution for managing their clients and projects!

Avantages: Too many to mention, but I'll give it a try. SuiteDash definitely on track to truly be an all-in-one solution. Instead of listing all their features (I love all of them), I will describe the pros from my process flow. I can add a lead magnet or contact form to my site. Once the form is filled out, an automation kicks off a drip campaign to start nurturing the lead. Once a client expresses interest, they schedule a call to discuss how I can help them. From that conversation, an estimate and/or invoice is created to being work. I can then kick off an onboarding workflow that gathers all the information I need for a project. That project is managed from end-to-end and the client can track progress, provide clarification, or share files all through their own customized portal. This entire process I just outlined is completely native functionality in SuiteDash.

Inconvénients: I would like better integrations with GSuite (e.g. 2-way calendar sync), the ability to create proposals (rather than estimates & invoices), and support/ticketing system. That being said, the team is constantly making improvements and the items I have above are already on their product roadmap...yay! It can be tricky to set up at first due to how flexible/customizable it is. That being said, their instructional videos are absolutely fantastic!

"SuiteDash - a Swiss Army Knife of business apps."

Commentaires: I'm loving SuiteDash, once you set it up and get familiar with everything it can do - it's a real time saver. Every morning I get an email outlining planned activities for the day. It's great for setting up templates for repeatable things - like projects. Instead of starting from scratch and doing a lot of copy/pasting for each new client project, I can just fire up a template that's ready to go. All of my client communication is archived in the project, as well as related files. More than anything, I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don't 'talk' to each other. With SuiteDash, I spend less time managing and more time doing.

Avantages: The main thing that drew me to this is the ability to do nearly anything. It's got my invoicing & payment processing integrated into what is now my client portal, so clients can log in and see the payment history, pay invoices, etc. It's got marketing functions, project/task management, a calendar, automation, reporting, messaging, etc. I can basically cover any sort of client communication or task within this dashboard.

Inconvénients: If I could improve my dashboard, it'd be in two areas: 1. The editing / styling of emails and messages is a little clunky and dated. I'd upgrade that interface.
2. Customizing some aspects, for instance - creating a custom client 'home' page if you're using it as a portal, might be beyond the capabilities of the typical business owner. Though they do have templates, you might need to consult support with these things.

"A unique client portal solution with so many great features"

Commentaires: We have increased our client satisfaction and received more positive reviews while reducing our number of support tickets and back and forth emails with clients.

Avantages: My favorite feature was the ability to implement our own CSS to fully customize the branding of our login page and client portal. Also, being able to use variables to display unique data for each logged-in client makes this a very unique and powerful solution.

Inconvénients: The only feature that was missing when I purchased SuiteDash was a "Pipeline" view in the CRM to give me some basic analytics on our sales pipeline. I reached out to Support about this and they said they already have this feature in development and it is scheduled for release soon during this quarter (Q3 2020) so I'm really excited about that and once it is released this solution will have everything I need.

"All-In-One Software"

Commentaires: I just bought SuiteDash, so I am not too experienced with it. I like that I can automate many processes of my business which will allow me to work more on my marketing to bring in more clients.

Avantages: 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!

Inconvénients: 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!

"White Label Client Portal Software with Host of Features"

Commentaires: SuiteDash has helped us to provide better customer / client experience. We have slowly started migrating all our customers / clients to our client portal where they can receive updates to their projects and download reports. It has helped us to easily request relevant files for projects right from the client portal itself. Direct Benefits: It has streamlined our client project reporting. We are saving a lot of time and able to serve reports to our clients in a professional matter. As many of our projects are similar of nature, we are able to clone pages and save time while providing such reports to multiple clients and companies. As the SAAS provides PWA, our clients are able to quickly get updates straight on their phone

Avantages: I came across SuiteDash while exploring client portal options to serve my existing customers and clients. SuiteDash seemed to be too good to be true. Within few hours, I was able to white label client my client portol with my own logo , colors etc. SuiteDash offers a whole host of functionalities that I required for my client portal 1) Ability to create pages for specific groups ( it's called circles in suitedash ) to display relevant information
2) Create flow form for registering / intaking new clients/leads into the portal and manage custom fields associated with each new client , lead , prospect. SuiteDash provides a whole list of CRM features that I would require to manage my client data.
3) Email Marketing : SuiteDash offers email marketing tools and provides ability to create new lists, campaigns and automation sequence that one require to warm up your leads .
4) Direct Messaging: Direct messaging feature between team members
5) Files: It provides ability for my clients / customers to upload files directly via the portal. Also it provides us option to upload files for clients and also upload private files ( not shared for clients but with additional team members )
6) Integration: It provides option to integrate with Paypal / Stripe / Google Calendar /Zapier and Google Calendar
7) Custom Menu: You can define custom menus for each group / roles and select which sections / modules are available for each group / client etc.

Inconvénients: 1) The UI/UX of Project Management Feature is little outdated. I hope the UI/UX of the project management module can be improved so that it becomes easier to handle projects through SuiteDash
2) To provide a complete client portal solution, I would like it to provide Proposal features right through the software. The team are working on it and I hope it is developed soon and made available to customers.

"SuiteDash replaces several SaaS tools"

Commentaires: I use SuiteDash for small companies, who have several users. It's a professional way and gives a customer a fresh look and seamless workflow. Customers hate to have million different login pages, remember passwords and fill same data now and then, after login they may have not visited a page for while, with SuiteDash, everything is looking like very intuitive and up to date. Many thanks!

Avantages: SuiteDash provides a complete all-in-one solution for small scale business to handle almost everything with customers. There are tons of features that can be only find from a premium SaaS services, paid separately. For instance custom domain, login etc... There is a solution both to work on companies or for people, you can choose which suites to you. You can manage the whole setup with several other people as well. Perhaps the best part of the SuiteDash is a niche combination of handle customer files and marketing. There is a complete calendar and of course, the project management involved with task as well. You may also use build -in forms. And for the last, you can make all page translations by yourself for any language!

Inconvénients: I would like to have a drag and drop feature for already saved files where to grab upload customer files and put them to folders. A simple login for companies with a good privacy would help a lot. Would like to use my own random pictures for the login page. There are few integrations that I will wait for in the future. I may need a lot more Storage in the future but I am sure that SuiteDash can arrange it in a way or other.

"Perfect for small businesses"

Avantages: 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.

Inconvénients: 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.

"Automate it all from Lead to Client Onboarding"

Commentaires: I have enjoyed using SuiteDash and been amazed at all it offers. The support team is responsive. There are minor annoyances here and there but overall, if you would like to automate more of the process from capturing a lead, getting a contract signed, and getting the client their own custom client portal to help you complete their work, then SuiteDash is amazing. I also do like the team features for having project templates with full tasks and phases for the different teams to be able to track and complete projects. The internal knowledge-base is not the slickest but it works and allows us to have a place for SOPs and further instructions for workers/staff.

Avantages: I really like that it allows us to automate much of the process when a client signs a contract with us. Once signed, they can then set up their billing and once paid, they will be given a client portal including the tasks they need to do and a place for them to upload their assets for us. I love how you can impersonate a staff or a client to see what they would see at login. Also, I like that there is a WordPress app to put the client's portal into their WordPress admin. This is perfect for us.

Inconvénients: The forms builder is not flexible enough for me. I don't like how limited it is to customize the presentation of the forms. It needs the ability to include more instruction text between items. Sometimes the software is slow to load the different pages, I wish it were faster. Some of the steps can not be automated yet but hopefully soon. Zapier triggers need to be expanded. I wish there could be more than one email per account so that different staff could email clients from within SuiteDash.

"White Label Portal for Clients"

Commentaires: Clients have one central location to communicate and upload/download files. As a web development agency, this has been a huge boon. No more email tags and using shared Dropbox and Google Drives to have file exchanges. Allows me to grant and revoke access to clients and my staff members as their designated roles change.

Avantages: The flexibility of the software to control all aspects of communications to customer and staff has been tremendous. It allows me to create a portal branded with my agency where my clients can log into upload files and check off tasks - all without knowing that it was a 3rd party solutions. It allows me to focus on working on the actual project instead of working the work involved in getting the project moving forward. The mobile app is a nice touch also with the instructional videos to guide with all aspects of running the software. The videos were very concise and clear and got the lesson across on all the features.

Inconvénients: Because it is so rich with features, there was a lot of videos to watch.

"Robust features of several tools in one suite"

Commentaires: I was looking for a dashboard alternative for clients other than the My-Account dashboard in Woocommerce. They have a nice roadmap and are constantly improving the service. White-labeling is great and lots of customization available to make it look the way you want. I come across issues and when I do I email them and they resolve it quickly. They seem to seriously take customer suggestions seriously. I'm super excited about what's to come and know it will only get better.

Avantages: 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.

Inconvénients: 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.