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

Training videos are very comprehensive, quick responsiveness of support and the complete business system. It does almost everything!

Inconvénients

No Live Support and some of the template setups can be a little confusing but not the worst

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

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

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

Full suite of tools packed with features. Everything from billing to CRM to invoicing.

Inconvénients

Interface is a bit clunky and complex. Not user friendly.

Alternatives envisagées 

Pourquoi passer à SuiteDash

Avantages

Suitedash was awesome for my small business; I needed a CRM system with a good price point; I found this in Suitedash:) It had auto message creation which help me automate my business. Clients really appreciated my professionalism and they LOVED!! having their own client profiles:) The clients could upload documents, send me messages and more:)

Inconvénients

I do not have any dislikes about Suitedash.

Avantages

It is a great all-in-one business soution.

Inconvénients

Big learning curve. Will need some time to get used to all the features.

Avantages

It offers a lot of tools in one place to manage my business

Inconvénients

It takes a while to discover and understand everything the platform has to offer

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir SuiteDash 

Logiciel antérieur 

Pourquoi passer à SuiteDash

Avantages

Easy to use system for my clients and team.

Inconvénients

It takes a little work to set it up but I used the training videos and was to get it done.

Alternatives envisagées 

Pourquoi choisir SuiteDash 

Logiciel antérieur 

Pourquoi passer à SuiteDash

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

I love the customisable dashboards, robust project management tools and comprehensive client relationship management functionalities; SuiteDash has streamlined our workflows and improved our team's efficiency.

Inconvénients

Because the software is so powerful, there is a learning curve. Thankfully, there is a strong and supportive community and a comprehensive suitedash academy.

Avantages

This all-in-one platform is a game-changer, bringing everything I need into one place. Highly recommended!

Inconvénients

It doesn't take much to get started, just a little effort, but it's definitely worth it.

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

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

This tool is packed with features essential for running your day-to-day business operations. It has everything you can think of, all in one place: contact forms, lead management, document signing, marketing tools, support tickets, file management, invoicing, and automation. This comprehensive suite of features makes it an amazing tool for any business.

Inconvénients

With that many features and tools, you can find yourself lost at first.

Alternatives envisagées 

Avantages

The best part of SuiteDash is freeing up my time to spend with my family

Inconvénients

There are no cons for me that I can think of!