SuiteDash

Avantages

Une plateforme fiable et facile d'utilisation, SuiteDash est un outil qui permet à notre entreprise l'import et l'export de nos données. Très efficace et utile, il nous permet de sauvegarder des données et de les récupérer au moment souhaité. Il est très bénéfique pour notre entreprise depuis que nous l'avions connu.

Inconvénients

SuiteDash est un logiciel limité en fonctionnalités malgré sa facilité d'utilisation.

Avantages

C'est un logiciel facile à utiliser, efficace avec une interface très abordable qui permet la sauvegarde externe, la protection contre la perte des données ainsi que la gestion facile des tâches.

Inconvénients

Le prix de SuiteDash est disponible sur demande, ce que je n'ai pas beaucoup apprécié

Avantages

Au début c'était un peu difficile à utiliser pour nous les débutants mais en allant j'ai découvert plusieurs fonctionnalités qui m'ont le goût de ce que je cherchais avant.

Inconvénients

Je n'ai pas grande chose à dire mais ils doivent revoir certaines fonctionnalités surtout au niveau de la connexion

Avantages

La première fois que j'ai découvert SuiteDash , je faisais pas trop de confiance mais par la suite grâce à ses multiples fonctions de CRM pour la gestion clientèle, je l'adore et le recommande

Inconvénients

Malgré ces fonctionnalités et plus simplicité d'utilisation, il est parfois lent pour l'affichage et je dirai également que la plateforme à négliger certaines fonctionnalités . J'espère bien qu'il vont intégrées plus de fonctionnalité pour nous aider dans la gestion clientèle avec les prospects et entreprises

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 !

Avantages

That it is an affordable total solution for running my entire business, including finances and and learning environment. And that SuiteDash has a very enthusiastic group of users and keeps developing lots of new features for their users. A very fair price for a lot of convenience, overview and time savings.

Inconvénients

Few. Well, that SuiteDash you can do so much and customize to your needs that that does take some time to learn. But it's doable even for a non-techie. Their learning environment is perfect, up to date and very well organized.

Alternatives envisagées 

Pourquoi passer à SuiteDash

Avantages

What I like best about SuiteDash is how it takes so much off my plate and makes running my mobile mechanic business way easier, with the onboarding feature I evaluate potential employees and take them through a flow-application process with-in their account.

The fact that I can offer cars and even offer to buy cars in my customers portal pages is also a big plus. My clients can have their own accounts and check their service history, invoices, and book appointments on their own. It saves me a ton of time and keeps them happy because they feel more in control.

Also, the automation features are a lifesaver; no more chasing down payments or sending reminders manually. Everything just flows smoothly, which lets me focus on what I do best working on cars instead of drowning in admin tasks. The level of customization is another big plus because I can make the system work exactly how I need it to. Overall, SuiteDash helps me stay organized, professional, and stress-free!

When it comes to understanding the system and implementing it, it's easy but I advise everyone to use the suitedash manual OR hire someone else to create a crm to their liking. It can be a time-consuming task because you really have to learn the system but once you have it set up is so worth it!

I believe their customer service is very helpful, they respond quick too, I personally never had an issue and I'm always using suitedash!

Inconvénients

The only downside was how slow the forms would load up when I embed them into my website, but once I connected my forms to JotForm. it all worked perfectly and now people can register from my website and login from my website as well

Avantages

SuiteDash tries to do everything under one roof. Tasks, project management, time tracking, invoicing, client portal. And it does do it all, so that's neat. One tool for all that is handy.

Inconvénients

The problem is that SuiteDash does all these things, but doesn't really do any of them that well. Customising the portal to look how you wanted is limited, and the feature sets in each of the areas just seem very basic. Like it's a 1.0 version. Jack of all trades, master of none.

Alternatives envisagées 

Pourquoi choisir SuiteDash 

Pourquoi passer à SuiteDash

Avantages

The automations and the fact every part of our business is under one roof

Inconvénients

the learning curve is steep but worth the journey, once you understand how it works together it is very easy to use and update.

Avantages

Comprehensive and useful for running the business day-to-day.

Inconvénients

Missing Telephony integration. My workaround, since I use Dialpad, is to copy/paste the AI summary as a note into SuiteDash.

Alternatives envisagées 

Pourquoi choisir SuiteDash 

Pourquoi passer à SuiteDash

Avantages

The ease of use is a key issue.
Tried so many different CRM options and yet it is the most user friendly I encountered with the holistic approach of all-in.

Inconvénients

Not much considering the other options I tried.

Alternatives envisagées 

Pourquoi passer à SuiteDash

Avantages

Its an all in one CRM, marketing and admin solution. and it all works really well!

Inconvénients

Takes a while to learn the system and get it all set up

Avantages

The ability to create a portal of your dreams. The ability to customize what I want is absolutely amazing!

Inconvénients

The only thing I don't like about Suitedash is that I can't manage my workload as an integration. In all fairness, I haven't asked either! :)

Avantages

I like it because when it comes to my tax clients now instead of me using the tech software, I’m able to just let them create a portal and all of their information is secure and safe and I don’t have to worry about it getting deleted by the tax software I really love that feature

Inconvénients

I actually don’t have anything negative to say about suitedash – it has been very helpful for my tax business

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

IT is a lot and can seem overwhelming at time

Avantages

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

Inconvénients

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.

Avantages

An amazing feature set at a super affordable price. Workflows, appointments, signatures, invoicing, recurring payments, emails, CRM, webhooks, forms, proposals, file manager, dynamic documents, tasks, project management, dynamic client portals, employee portals, internal messaging, notifications, automation, webhooks, a learning management system.Plus you can white label it.Plus a mobile app.

Inconvénients

It's so powerful that it can scare beginners away. I highly recommend you spend time watching the training videos. There is plenty of help within the app too. Great documentation.

Avantages

SD i like the automation of the systems the task systems i love the customization of it

Inconvénients

I am not really happy about the speed of the systems when the clients get the invite very slow like 1 min to get to the portal

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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.

Avantages

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

Inconvénients

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