SuiteDash Vor- und Nachteile

You will find tools for everything from project management to accounting. Bewertung gesammelt von und auf G2.com gehostet.

Steep learning curve which could be challenging if you are short on time. Bewertung gesammelt von und auf G2.com gehostet.

I am exploring SuiteDash due to its excellent white labeling features, and from there, I dug deeper and understood that SuiteDash can streamline many of our daily operations. I fell in love with SuiteDash's excellent rich features, which cover many business aspects, for instance, automated CRM, client portal, digital marketing, contract and e-signature, project and task management, learning management (LMS), file exchange, secure messaging, and more. The best part is that all the features are linked to each other, whereby we only need to learn one platform and enjoy all the advanced features. The learning curve is steep due to the complex combination of advanced features. Still, it is worthwhile for us to learn about it, as we can enjoy the streamlined system features once we become familiar with and get used to the SuiteDash system. There are plenty of learning resources in the SuiteDash system like "Lifesaver," SuiteDash Academy, YouTube Channels, etc., which is super helpful, and we can learn a lot about SuiteDash from these resources. The extreme white labeling features of SuiteDash are allowing us to brand our domain and make it look professional to the customer. Client portals and file exchanges are secure platform features that make our clients feel we are experienced and that they are our premium customers, as every client's personalized portal and file transfer is super secure. The more we explore SuiteDash, the more the fantastic features attract us, and it makes us feel like YES; this is the right platform for us to stay, build, streamline, and automate our business process. Thank you to the SuiteDash! Bewertung gesammelt von und auf G2.com gehostet.

The learning curve is steep due to the complex combination of advanced features. Still, it is worthwhile for us to learn about it, as we can enjoy the streamlined system features once we become familiar with and get used to the SuiteDash system. Bewertung gesammelt von und auf G2.com gehostet.

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 potenial 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, its easy but I advice 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! Bewertung gesammelt von und auf G2.com gehostet.

The only downside was how slow the forms would load up when I embeed them into my website, but once I connected my forms to jotform. it all worked perfectly and now people can register from mywebsite and login from my website as well Bewertung gesammelt von und auf G2.com gehostet.

The amazing range of features SuiteDash offers. The automation being essential for our operations allows us to spend more time on the things that matter which has been a game-changer for our team's productivity. Ease of Use also makes it a go-to CRM platform to use and seamlessly integrate with our tech stack. Bewertung gesammelt von und auf G2.com gehostet.

It can be harder to understand once you start however the support is fast and quick to help if you need it! Bewertung gesammelt von und auf G2.com gehostet.

I loved that it was a secure, white label program that allowed us to manage our client projects. Bewertung gesammelt von und auf G2.com gehostet.

It was good until it wasn't. We had over 100 client files to be moved in a different area that disappeared. Tech support said it was a glitch since we've performed that same procedure before and the files appeared where they should be; just so happened that this particular time they did not. We looked everywhere for them and couldn't find them. This is an issue not only because we should be able to find the files, but more importantly because we need the files for a client to pay a 6 figure invoice and for their audit. There is no instant chat support like some other programs or even a phone number to call, so we submit the help request for tech support. After some back and forth, including me showing tech support the screenshot of the folder names and where they were at first, tech support couldn't find them so they escalated it to the "dev team," but I guess we aren't important enough for them so it's been over a week without a resolution, any update, etc. I've had to email them and ask when to expect any type of update, response, etc.

Based on a conversation with someone else who used to use them, if you aren't on their top tier account: you aren't a priority. However, I feel that shouldn't matter since I've been utilizing their service over a year and all customers that spend money should be treated equal. This wouldn't fly with one of our clients that we were providing a service to and I believe that all clients that pay should be treated with the same amount of respect.

I chose this program after reading some other reviews, especially when I saw that I could keep files here organized for each client for historical reference and for audits, since a lot of our work includes projects that utilize federal funding. Well, guess what? Now we are missing money for each day that this issue continues to go on without a resolution and SuiteDash is no help. Bewertung gesammelt von und auf G2.com gehostet.

It's a complete powerhouse. You will find so many features under one platform. Bewertung gesammelt von und auf G2.com gehostet.

There are so many features that if you don't follow their tutorials, you may get overwhelmed. So, make sure you check out their guides/tutorials. Bewertung gesammelt von und auf G2.com gehostet.

The way my entire business is under one eco-system all playing nicely together - I use it daily to run our entire business - the customer support is brilliant and it has a very strong user community. Bewertung gesammelt von und auf G2.com gehostet.

there is a learning curve - but the end result is worth the journey Bewertung gesammelt von und auf G2.com gehostet.

SuiteDash offers a robust training and onboarding system. There are so many elements to a business system for internal and external users that makes it an excellent choice for automations, flexibility and growth Bewertung gesammelt von und auf G2.com gehostet.

I mainly wish there was someone to speak to in person if I run into issues for ease in getting done with development projects quickly. Bewertung gesammelt von und auf G2.com gehostet.

I am still learning to use the platform to its potential, but it is extremely versatile and powerful. You get literally everything you could ask for to run an online business in 1 product, and customer support and forums are responsive and helpful! Thank you Suitedash for being awesome! Bewertung gesammelt von und auf G2.com gehostet.

Not much at all! Once you learn to use it, you unlock all kinds of awesomness! Bewertung gesammelt von und auf G2.com gehostet.

SuiteDash war überraschend einfach einzurichten und ziemlich flexibel. Es ist schön, Optionen für den Umgang mit Zugriffsebenen nach Benutzer, Unternehmen oder Kreisen zu haben. Es ist auch schön, einfache Schritte für Kunden zu haben, um das Portal als App auf ihrem mobilen Gerät einzurichten.

Das Portal sieht professionell aus und die White-Label-Funktionen sind leicht nachvollziehbar. Die Integration mit Stripe ist schnell und es ist großartig, mehrere Optionen für Währungen zu haben, da Stripe es uns ermöglicht, Zahlungen in verschiedenen Währungen zu akzeptieren. Es ist sogar möglich, die Position des Währungssymbols links oder rechts festzulegen. Dies ermöglichte es mir, ein Währungsprofil mit dem Dollarzeichen auf der rechten Seite für französisch-kanadische Kunden einzurichten. Bewertung gesammelt von und auf G2.com gehostet.

Wir verwenden SuiteDash nicht mehr. Leider integriert es sich nicht mit vielen Tools, die wir nutzen.

Das Unternehmen scheint zu glauben, dass es alle Bedürfnisse abdecken kann, was uns daran hindert, andere benötigte Tools zu verwenden.

Sie überarbeiten auch ständig die Pläne und verwenden verwirrende Angebote, um neue Add-ons zu bewerben. Die neueste Promotion zum Austausch von Suitekeys vermittelt ein seltsames Gefühl über die Zukunft des Unternehmens.

Ich hätte gerne einige Vorlagen für Projekte oder Vorschläge, die bereits geladen sind, um sie als Ausgangspunkt zu verwenden. Während das System über integrierte CRM- und Messaging-Optionen verfügt, sogar gebrandet über SMTP, wäre es großartig, Integrationsoptionen mit anderen CRMs zu sehen, damit wir Kunden auf unseren Listen richtig taggen können.

Ich habe großartige Schulungsvideos auf YouTube gefunden. Ich würde vorschlagen, Links von verschiedenen Abschnitten zu Hilfebereichen und Videos für einen schnelleren Zugriff hinzuzufügen. Bewertung gesammelt von und auf G2.com gehostet.