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 is really customisable and if you're prepared to invest the time, you can have a really nice progressive web app.

Inconvénients

The interface and the templates look really dated. I wish that there were some premium looking community templates.

Alternatives envisagées 

Pourquoi choisir SuiteDash 

Logiciel antérieur 

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

Very impressed with the robustness of the CRM. Many functionalities. It met my use case as a creator and SMB owner(s) and subscription service business to communicate with my clients and team. I needed private portals and the ability to segment customers and teams is great. The fact that it has its own App so that my brand stands out is another great addition. Companies sometimes sell a product that does not communicate or update to software. But not The [sensitive content hidden] and his team. They are always updating/enhancing the software. They are very communicative when adding new functions or enhancements. The learning demos are a great resource addition. Slight learning curve (but what new product to one does not have some learning curve) for newbies but there is a host of learning videos/help desk assistance to minimize the learning curve. Easy to help get set up and manage the software. This product is great for new and experienced businesses, whether solo entrepreneurs, SMBs, enterprises, freelancers, or Creators. Just bring your vision and clients.

Inconvénients

Liked everything. Of course, there is a small learning curve but help desk and all the learning videos minimize any frustration. So no frustration/zero complaints

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

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

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.

Inconvénients

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

Avantages

Ease of use and they are constantly adding new features and training.

Inconvénients

I honestly can think of anything. I don't use all of the features because I am a small business.

Avantages

I like the ability to create automated workflows to reduce repetitive tasks. This frees me up to stay lean and still serve my clients more efficiently.

Inconvénients

The speed of the software could be improved, and the UI/UX could be improved significantly.

Alternatives envisagées 

Pourquoi passer à SuiteDash

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

I've been using Suitedash for a few months now, and I must say, it's genuinely impressive. The software offers a wide array of features that are incredibly helpful for my business operations. The CRM and project management tools are intuitive and make managing customer relationships and projects a breeze.The customer service has also been top-notch. I had a couple of questions when I first started, and their support team was very responsive and helpful.

Inconvénients

If I had to point out an area for improvement, it would be the initial learning curve. There's so much Suitedash can do that it might take a moment to get your bearings. But once you do, it's smooth sailing.

Avantages

SuiteDash isn't just a tool; it's a total game-changer for my business. It simplifies, automates, and transforms our processes, handling everything from CRM to project management effortlessly. This platform redefines how I approach my operations, offering efficiency at its core. From automating lead generation funnels to streamlining project workflows, SuiteDash is my go-to for productivity. The ability to automate processes post-contract signing, impersonate staff or clients. SuiteDash truly is my best friend for functionality in running my business smoothly and efficiently.

Inconvénients

I've been on a journey with SuiteDash, learning and trying things out to make it work seamlessly. It's way better than dealing with a bunch of software that just won't cooperate. So far, I haven't hit any major roadblocks with SuiteDash. I'm excited to see where it goes next, especially if they bring in generative AI. The 'mail cannon' add-on being paid is a bit of a bummer, but the support team is quick to help out. SuiteDash keeps evolving to fit our needs, giving us the kind of personalized service big companies can't match. It's my trusty partner in growing my business efficiently.

Avantages

SuiteDash isn’t just a tool, it’s a game-changer. It streamlines, automates, and transforms our business processes. It's a Swiss Army knife for a business - handling everything from CRM to project management, and all the nitty-gritty in between. File sharing, document management, proposals, forms, invoicing, automated emails, drip campaigns, appointments, support, project management, workflows, and customer portals - SuiteDash has effectively replaced a dozen different tools for us.

But this isn't just about replacing multiple tools; it's about redefining how you approach your business processes. SuiteDash is built with systems thinking and process automation at its core. Any process that can be automated, SuiteDash can handle it. From lead generation funnels and automated onboarding to custom project templates and fulfillment workflows, it's a powerhouse of efficiency.

Inconvénients

Not really a con, but "With great power comes great responsibility.” The tool is so flexible and customizable that it’s easy to get lost in all the possibilities… It’s best to start with a clear plan in mind, start with a rough MVP version, and fine-tune over time.

Alternatives envisagées 

Avantages

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!

Inconvénients

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.

Avantages

Ability to provide a highly customizable and secure client portal to share and request sensitive information without restrictions on how many clients we can provide access to portals (other providers may be cost effective initially, but became very expensive if needing to allow 50+ clients to access)

Inconvénients

Portal setup took a bit of time and had a decent learning curve - I managed without too much issues and there were plenty of help guides and tutorials, however staff who were less 'tech-savvy' struggled when they started looking to build our test portal.

API and Integrations - having more options when automating from other software would be great, however expect that this will expand over time.