Client Portal Software

The whole process from start-up was unable to link multiple Microsoft email addresses, email templates so challenging to work with even when downloading premade templates to which you can barely edit, unable to change any colours, only text, when changing image all the formatting disappeared, white label art not to bad but wouldn't want to be selling suitedash as a viable option as an up to date CRM system, your spend half your life being on support chat, great thought but just no where near ready

I'm impressed that SuiteDash has a very thorough documentation and videos. I think that's a sign that there's very good support as well. Looking forward to a long and fruitful relationship with their team.

It gives you so much, there is no another like this. 5 out of 5
(Note: it takes sometime to fully figure it out) but it’s worth it

Started a business a while back. It has a somewhat steep learning curve but anything is really possible. The support is very helpful and there is enough on the world wide web and documents to help building. Note: it isn't built in a day, but if you make it work, it works, it works good.

SuiteDash is a really great all-in-one business OS.

Pros:
* The documentation is second to none. Really, really great!
* Setting up is really easy (although time consuming because it covers so many functions)
* Easy for employees to use.
* Easy for clients to use.

Cons:
* It takes time to set up. Gotta watch the videos unless you're a pro at database setup.

Wishes for the future:
* Email can have more than one "Sent From". (This is set up once and is the same for all emails.)
* Email would have a custom "Reply To", one for transactional email, and one for campaigns. (I have had potential clients try to reach out from a campaign email and were unable.)
* A Reputation Management tool (5-Star Google Reviews). I currently use a 3rd party tool.

I used to use GoHighLevel, but the pricing was high for what I needed ($497/month) and they don't do proper regression testing, so updates often glitch really bad. When customers are affected, it is unacceptable.

I have bought several tools through Appsumo, as well as testing many monthly paid tools. This is, by far, the best for my business.

SuiteDash is an a very advanced CRM solution. I just purchased a few days ago and I have been watching the videos to learn the basics and get started the right way. I was impressed after just watching the first 2 videos. Mike does an excellent job of explaining general concepts in a clear and succinct way. I think that this is very important because CRM platforms can be highly complex.

I have actually been developing a custom CRM using raw coding. I have also developed a CRM using GlideApps no code software, but I have never actually launched to my clients because I've been concerned about glitches and security. SuiteDash just has so many features and customizations available.

I'm still in the process of watching the videos and learning how to customize everything to align with how my business operates.

For reference, I operate a mobile DJ company that primarily provides services for wedding couples, schools, and individuals. I need to have a solution for digital contracts, invoicing, communication, and document sharing. Currently, I am using multiple different platforms for all of the different business functions so it will be nice to have an all-in-one business solution.

I am super excited to give SuiteDash a full run with my clients during next year's wedding season.

SuiteDash is incredibly powerful, flexible, customizable, versatile, and well coded. It's an all-in-one package to run a small business; it allowed me to integrate essential business functions into just one application. Project Management and Learning Management System is not a core strength, offers basic functions that are probably enough for most users. I can highly recommend; would even purchase more licenses to have room to scale.

I've had Suitedash for nearly 3 years. I grabbed it to help my members to share large image files and video, as this seemed to be one of the biggest pain points for my niche. I did dabble in the docs, but it overwhelmed me. Turns out, I have been pottering about town in a Lamborghini Gallardo! Spend a little time on the learning curve, because the benefits are so worth your time!

I am now getting set up with pages, dynamic dashboards, forms, customised content and the automations I have set up for my business have saved me so much time in the admin. Now they have launched payment forms, I can honestly say I would be kicking myself if I had missed this. Yes, there is a learning curve, but put the time in and you will reap the rewards ten fold.

Thanks to other reviewers here, I realized that it's best to invest time into learning about SuiteDash before attempting to do anything. It was important for me to understand what I can do from default settings and what I will have to invest more time to adapt and create something unique for my setup. It's a steep learning curve, but after some time everything somehow made sense and was easy to set up. Special thanks to the team for creating detailed videos that opened my eyes to many new ideas about my business organization and ways to save time. Many videos get into a great detail and are very helpful - I don't think I've ever seen a better explanation of domain records setup and SMTP. It was also nice to have access to the templates from the team and community - lots to learn from and get inspiration.

First of all I like SuiteDash, but...

- files created with tickets can not be deleted.
This will at some point cause problems. If someone decides to upload tons of files, or even worse a few very big files, your storage is full. In my case my customer deal with big files (1GB and more). So 100GB isn't that much if you want to use it over the next few years. In case customers upload a lot within their tickets..well, not good for me. In case of the GDPR (DSGVO) and the "EU GDPR compliant data deletion" I would need to refund this, as it might cause serious trouble for me. The kind of trouble that kills your business.

- Calendar items can only be deleted by the customer if he takes the way via the tasks area.

- ICS files for calendar appointments came with the wrong timezone, so on android 9:00 am was suddenly 13:00 pm etc.

- no cookie banners, so you will have to implement this somehow on your own (again GDPR)

- I did a translation for german, but I fear if I try to load the existing german translation to check it out, I might lose my own creation of it.

- within the portal my customers can change the language from custom-de to english.
But...english isnt loading. Or I might have messed it up and overwritten the original english with my custom german translation? Only god know...

- still havent found a way how a new customer could register on his own. Isn't a "signup" button a thing anymore?

It is the little things that keep me busy with asking the support for help (sorry for that dear support...).

My ideas for features and improvements on https://suitedash.com/vote still won't show up :/

The good things:
- Finally a product that makes paying easy for customers. I'm also impressed with the invoice creation. The portal is great because you can configure it extensively.

- the magic link makes passwords unnecessary. Great thing I love.

I guess at the current stage it is rather a good deal for non-EU customers.
So a solid 3.5 rounded to 4 out of 5.

I bought SuiteDash when it first came to AppSumo a few years ago and all I can say is. It is brilliant. I managed to move most of my business straight to it and now with the community feature I am in the process of moving everything over.

The versatility is first rate I am really impressed with the support, especially how helpful Mike the CEO can be.

I admit that it would be nice if it interfaced with more accounting programs But I am sure knowing SuiteDash they have something in the works to sort this problem out.

So if you are looking for a platform that can assist you in every corner of your business and could save you money then you would be wise to have a serious look at this platform.

Like many others, I have purchased many different software titles from Appsumo to help run my business. I, like many others, have abandoned or stopped using half of the things I bought because they were not as flexible or useful as I expected.

Then came SuiteDash and I have to say this is one of the most well-thought-out business tools I have ever used. Yes, it does take some thinking about whilst you are first getting set up. But the owner has provided outstanding training video lessons to help you in every step of the journey. Take some advice if you buy this: slow down and watch the videos and lessons they offer. it will save you tons of time in the long run.

Soon you'll realize that SuiteDash offers a product that will greatly improve your business and client experience.

Please do not miss this. I love using the SuiteDash platform and its amazing white-label features that allow me to customize it to match my brand perfectly.

The platform offers many features and tools at a great price on Appsumo, regardless of the tier you choose.

Many thanks for bringing this to Appsumo 100% deserves a Best Buy award in my book.