First and foremost from the top down the company cares so much about the success of its customers that it's unrivaled in anything I've ever experienced. From the Founder and CEO Mike to the entire team and system, there is everything you need to achieve max productivity with training, tutorials, on-page guides, and even direct 1 on 1 coaching/training. I was looking for a CRM initially but found that SuiteDash offered much more in the way of customer experience interacting with my company and brand through the Customer Portal that is fully custom branded. One of the absolute coolest features called "Circles" made my customer segmentation, and content delivery so easy, and was more robust for our customer experience as it allows us to deliver a personalized fully custom experience to the user when they log in to their portal. I can share docs, resources, invoices, downloadables, and even a learning section that could be used to walk a customer through an orientation and training of sorts. All of these things really enhance our relationship with our users. I've hardly scratched the surface of the potential and every day I discover new ways to use the platform to grow our reach and influence. The Portal is #1 for me but I say that because all of the other functions are there too, email automation, customer milestone progressions, behavior conditional content delivery, and sales automation. invoicing, proposals, seriously almost everything. It's akin to a fully custom-developed system that would cost multiple 6 figures or more. This thing is the cat's meow! I can't thank the SuiteDash team enough. Review collected by and hosted on G2.com.
The functionality is so robust there are many options that require some study to get up to full speed. Although the options and customization features are really straightforward and intuitive, i.e. they tend to be where you think they'd be, it still takes a little time to get acquainted and learn the lay of the land. That said, the support is fantastic and Mike the CEO has invested a ton in creating tutorials throughout on virtually every detail. I'm a slow learner, but I believe if it's worth shortening the learning curve they do offer direct help with setup and training. Review collected by and hosted on G2.com.
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