SuiteDash Reviews & Product Details

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.

They also have API access, so it's pretty easy to use a service like Zapier or Albato to implement some additional automation. Review collected by and hosted on G2.com.

SuiteDash has so many options. I agree with other reviews that it can almost seem overwhelming, but I thought their support pages have many incredibly helpful videos and walk-throughs. Review collected by and hosted on G2.com.

SuiteDash is running the majority of the back end of our business. It is an ideal collaboration environment that spans business functions. We use the CRM and Marketing functions extensively. We are now rolling out the portal for our clients. The personalisation and white labelling is next level. Their phase is extreme white labelling and I can't fault how they have implemented this. Emails, URLs, embeds are all void of their own branding. We will continue to adopt new functions as we need them. But it is good to know that there is a path ready for us. Lastly, the enhancements have been consistent and very impressive. It is always good to know that the software you are relying on is actively being developed. Review collected by and hosted on G2.com.

The learning curve is quite steep. I don't think this can be avoided though or risk losing the personalisation. The supporting libraries and videos are comprehensive though. Review collected by and hosted on G2.com.

Offers many tools and options for small businesses

Good support with lots of tutorials Review collected by and hosted on G2.com.

It takes quite a bit of time to get to know the extensive possibilities offered.

The set up can be time-consuming and overwhelming Review collected by and hosted on G2.com.

A highly detailed software and all-in-one business solution that is the bedrock of our business. CRM, automation and accounting are some of the highlights. Review collected by and hosted on G2.com.

I'd like to see more native integrations with other key business softwares. Review collected by and hosted on G2.com.

I like the amount of customization features. Review collected by and hosted on G2.com.

I dislike the fact that a whole bunch of automation features are extra charges. Also, the way to customize the website is complicated. Review collected by and hosted on G2.com.

We are extremely pleased with our decision to implement SuiteDash into our almost daily workflow. It has checked all of the boxes we were looking for and more, and did so in one concise package, which is so hard to find. Like I am sure most businesses these days, we found ourselves switching between so many different programs and SuiteDash has solved this problem. I highly recommend giving SuiteDash a try, you will be happy you did! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like how they cover multiple sections of what a business needs. Invoicing, messaging for you staff and customers, payment portal, digital signing, the list goes on! Review collected by and hosted on G2.com.

Some of the templates can be more user friendly on customization. Review collected by and hosted on G2.com.

SuiteDash is a powerful tool that is highly customizable for a variety of business needs across industries. It doesn't just fill the need for a CRM, an appointment scheduler, a project task tracker, a client dashboard, a shared document repository or an email marketing solution - it does all of those things and more while having automation be an integral part of all those functions! Review collected by and hosted on G2.com.

I'm not going to lie, it requires quite a bit of a time investment to really understand the product suite and learn about all of its features. For those willing to learn and adapt the options to reflect their business processes and needs, the payoff is definitely worth it. Review collected by and hosted on G2.com.

I loved how friendly the platform is and how broad is the range of functionalities. It was really easy to work with, with low learning curve and very easy to implement it. When I did have questions the support team was extremely efficient. Review collected by and hosted on G2.com.

Maybe the graphic design could have been "sexier" but for my needs now it is perfect. Review collected by and hosted on G2.com.

I am a very busy guy. I work full time 6 days a week as a truck driver, have an 11 month old baby at home, and run multiple small businesses of my own. I was always chasing people around with my web development business, and spent more time writing contracts, invoices, and sending emails than actually working on client websites. Enter SuiteDash. Now, almost everything I need to do and communicate with clients is handled in one platform. Don't get me started on the automations! I click one button, and my new client has a contract to sign, an invoice to pay, and a project set up! Being as busy as I am, this helps me get more time with my family, and that is the most important thing of all! Review collected by and hosted on G2.com.

There is nothing to dislike! SuiteDash does everything I need and more. Review collected by and hosted on G2.com.