What is SuiteDash?
SuiteDash facilitates integration with several third-party solutions, such as Zapier, Quickbooks, Stripe, Braintree and PayPal. It is available on monthly and annual pricing and support is extended via documentation, video tutorials, FAQs and email.
What do you like best about SuiteDash?
SuiteDash is extremely full-featured. It replaces so many other SaaS tools I have cobbled together over the past 10 years. Now I’m able to run my business more efficiently while providing clients with a top-notch user experience. (Yes, I’m referring to the fully white-labeled client portal app that’s included!) I am amazed at the plethora of ways I can automate my business processes and client interactions so that the experience is high-touch and nurturing. As a business owner who’s used to doing everything myself, SD saves me time in the long run because I can set up a workflow once and reuse it forever (or until I change it!).
The SD team continually adds improvements and upgrades to the platform, and they actually LISTEN to SD users in their Facebook community. I made a case for adding an additional automation option and was pleased to see it implemented within a few weeks. Very impresssed.
I like the flexibility it has to help with what is most important to me and to my clients. I can use it as is or add my design experience to really make the portal unique.
Note: your form wouldn’t take my domain names for What was the URL of the organization where you most recently used SuiteDash? (steffan.ca, biblicalfinance.ca, accountable.network, & jenourish.ca are the most recent locations with live portals)
SuiteDash has been an absolute game-changer. One of my favourite things about SuiteDash is that I can completely white label the portal. I’m only a small business, but brand experience is important to me. Everything is consistent with my website, marketing materials and learning content. The whole platform is so versatile and can really be customized to your individual needs. The SuiteDash team is always there to support their customers via email, the community forum, and by implementing new features based on requests made by us SuiteMates. As a coach, I can communicate with my clients, securely share files, create LMS courses, and so much more. SuiteDash does it all! I’m really only scratching the s
What do you dislike about SuiteDash?
SuiteDash is a powerful, complex system, so it can be a bit intimidating at first. That’s always the downside to any tool that is this feature-rich. It’s not something you can learn in a day, but if you’re committed to properly planning out your workflows, watching the SD tutorial videos, reviewing the excellent help documentation and taking advantage of the FB user community and SD support team, you’ll set yourself up for success. My suggestion… don’t rush it. Take your time to learn the system by creating test/dummy accounts and workflows so you can really understand the ins and outs.
It is a lot to get your head around straight out of the box. The tutorials and documentation help a lot. I have used this as an opportunity to help my clients really learn how it works and which parts to focus on first.
Because SuiteDash really does it all, it can be a bit overwhelming. I am not a tech-savvy person per se. And it does take some time and effort to set everything up. Their video tutorials are incredibly helpful, and you can always reach out to them if you need additional support. For now, I am embracing a “done is better than perfect” approach and gradually working on one piece at a time.
What problems is SuiteDash solving and how is that benefiting you?
I never really had a handle on my client interactions; they were always scattered. Now, with SuiteDash, everything is in one place. I can see all of the messages, tasks, client requests, files, etc, that are associated with a project *in one place*! It’s practically magic! I also love how much time I save automating client interactions (example: send proposal – proposal accepted > invoice is automatically generated; invoice paid > 5 automations are triggered, including granting client access to resource files, project template generated, project tasks auto-created and added to my calendar… the list goes on and on!)
billing, e-signature, intake forms, email marketing, client dashboards, organizing my workflow, communicating with clients, setting up education modules, … It is making my life easier, gets me paid regularly, communicate clearly, and helps me be way more efficient with my work.
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Pros
Cons
$19.00 /month
Yes, has free trial
No free version