Sobre SuiteDash

SuiteDash is an all-in-one business software that enables collaboration with teams and optimizes interaction with clients. This suite includes features such as a client portal, subscription management, feedback collection, and file storage.

Precios desde:

US$19,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a SuiteDash

Clientes habituales

  • Trabajadores autónomos
  • Empresas pequeñas (2-50)
  • Empresas medianas (51-500)
  • Empresas grandes (500 o más)

Implementación

  • Basado en la nube
  • Entorno local

Disponible en los países siguientes

Australia, Canadá, Reino Unido, Nueva Zelanda, Estados Unidos

Idiomas admitidos

alemán, español, francés, inglés, neerlandés , árabe

Precios desde:

US$19,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a SuiteDash

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Funciones

Funcionalidades totales de SuiteDash: 99

  • Acceso móvil
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Almacenamiento seguro de datos
  • Aplicación móvil
  • Arrastrar y soltar
  • Automatización de formularios
  • Automatización de marketing
  • Base de datos de clientes
  • Base de datos de contactos
  • Biblioteca de contenidos
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Chat en tiempo real
  • Chat y mensajería
  • Comentarios/notas
  • Control de versiones
  • Controles o permisos de acceso
  • Creación de factura
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Creación de marca personalizable
  • Crear subtareas
  • Cálculo de impuestos
  • Diseño y modelado del proceso
  • Edición/actualización de tareas
  • Etiquetado
  • Etiquetado de tareas
  • Facturación
  • Facturación de proyectos
  • Facturación en línea
  • Facturación por horas
  • Facturación recurrente
  • Facturación recurrente y suscripciones
  • Facturas personalizables
  • Flujo de trabajo basado en reglas
  • Formularios personalizables
  • Gestión de archivos
  • Gestión de calendarios
  • Gestión de carteras
  • Gestión de clientes
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de documentos
  • Gestión de empleados
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de impuestos de ventas
  • Gestión de la base de conocimiento
  • Gestión de la formación
  • Gestión de la suscripción
  • Gestión de proyectos
  • Gestión de recursos
  • Gestión de tareas
  • Gestión financiera
  • Herramientas de colaboración
  • Historial de facturas
  • Implementación basada en web
  • Importación y exportación de datos
  • Inscripciones/incoporacionesr
  • Integraciones de terceros
  • Lista de tareas (to-do list)
  • Modelos personalizables
  • Notificaciones en tiempo real
  • Pagos electrónicos
  • Pagos en línea
  • Panel de actividades
  • Para agencias creativas
  • Para pequeñas empresas
  • Planificación de proyectos
  • Plantillas de proyecto
  • Portal de autoservicio
  • Portal de clientes
  • Portal de empleados
  • Portal de facturación
  • Presupuestos y estimaciones
  • Priorización
  • Procesamiento de facturas
  • Programación
  • Programación de tareas
  • Recordatorios
  • Seguimiento de actividades
  • Seguimiento de creación de informes y proyectos
  • Seguimiento de horas de proyecto
  • Seguimiento de porcentaje de progresión
  • Seguimiento de progreso de tareas
  • Seguimiento del avance
  • Seguimiento del tiempo
  • Seguimiento horas/gastos
  • Seguimiento/Análisis de uso
  • Seguridad SSL
  • Seguridad de datos
  • Tarea para nivel superior
  • Tareas recurrentes
  • Uso compartido de archivos
  • Varias divisas
  • Vista como tabla de tareas

Alternativas

Dubsado

4,2
#1 alternativa a SuiteDash
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Zoho CRM

4,3
#2 alternativa a SuiteDash
Zoho CRM es un software de gestión de relaciones con los clientes basado en la nube que ayuda a empresas de todos los...

Jumppl

4,3
#3 alternativa a SuiteDash
Jumppl is a project management software designed for small & medium-sized businesses to create, assign & organize...

ConvergeHub

4,8
#4 alternativa a SuiteDash
ConvergeHub es un activador de crecimiento empresarial que ofrece un software CRM todo en uno basado en la nube para...

Opiniones

Calificación general

4,9 /5
(437)
Relación calidad-precio
4,9/5
Funciones
4,8/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,8/5

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Mostrando 5 opiniones de 437
Lisa
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

SuiteDash is an amazing all-in-one CRM (and so much more!)

Revisado el 07-10-2022

I never really had a handle on my client interactions; they were always scattered. Now, with...

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.... truly.

I am appreciating how much time I save automating client interactions. Yes, they may take a bit to plan and add to the system but it's SO worth it.

Here's an example workflow: send proposal - proposal accepted > invoice is automatically generated; client pays invoice > 5 automations are triggered, including: project template generated, granting client access to resource files, project tasks auto-created and added to my calendar... the list goes on and on!

Puntos a favor

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 myriad ways I have automated 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.

Puntos en contra

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 (don't forget to join!) 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 how to use this tool most efficiently and effectively.

Usuario verificado
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

The ONE thing that brings ALL things together!

Revisado el 25-09-2022

I want to offer a premium experience for my customers, so I was subscribing to the best of the best...

I want to offer a premium experience for my customers, so I was subscribing to the best of the best software out there to support the different products and services I offer and trying to create a custom experience from my clients - that was frustrating and expensive to say the least. With SuiteDash, the premium experience starts with the positioning of MY BRAND at the forefront thanks to their white labeling and the ability to provide an app for clients to quickly find my company on their devices was just next level. As I mentioned, I no longer need the myriad of subscriptions as I now host my courses, services, bookings, landing pages, email marketing, contracts, project management, CRM, document sharing within the SuiteDash Client Portal saving me nearly 700 bucks in subscription monthly costs. The cost savings is doing wonders for my bottom line. And the SuiteDash suite of services just keeps getting better. This is huge for not just my work with other entrepreneurs, but for contracts that I am pursuing with larger businesses. And it's all right there in in one place and platform.

Puntos a favor

The BEST thing about SuiteDash is the entire ecosystem (LMS, CRM, project management, invoicing, and booking) that works seamlessly on ONE platform out the gate! I've been able to replace the hundreds of dollars I was kicking out to different services, trying to piecemeal the experience I wanted to provide for my clients. With SuiteDash, the foundations are all there under MY BRAND. And as an added bonus, SuiteDash comes with an entire team of developers cranking out updates and features to enhance an already stellar product and expand their product offering.

Puntos en contra

The only hang-up I've had is the overwhelm with knowing how to get everything up and running for me. My business is new and growing; learning how to use the product and putting all pieces in place has been a challenge. Thankfully, the team at SuiteDash knows their customer and offers a myriad of options for onboarding and learning everything there is to know about what they've built.

Alternativas consideradas

Plutio y Agiled
Sebastien
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best solopreneur tool

Revisado el 08-09-2022

I make my whole business with this tool.

I make my whole business with this tool.

Puntos a favor

SuiteDash is my favorite suite tool. I use it daily as a project management tool, and I appreciate the refined and elegant design.
The tool replaces Jira and Confluence I've been using for years, but it is easier to use and take on, especially for customers not used to working with kanban boards.

I particularly like the ability for customers to make work requests.

The customer portal offers an excellent way to inform and reassure customers on project progress.
The portal page tool is an excellent alternative to Confluence, and the rich editor is powerful.
I use the Office part to create contracts that my customers can e-sign. Just wonderful.

As a solopreneur developer, I regularly work with other teams. So I appreciate the ability to promote users as project managers and that contact (CRM) and crew are well separated.

SuiteDash also replaces my chat tool as it offers an excellent email inbox tool and a chat with unlimited channels.

Puntos en contra

I want the ability to create articles based on themes i could list.

Alternativas consideradas

Nifty, monday.com, Dolibarr y Asana

Razones para elegir SuiteDash

I wanted a monolithic suite of tools and something easy to take on for users non used working with Kanban boards

Software anterior

HubSpot Marketing Hub, Jira, Slack y Confluence

Razones para cambiar a SuiteDash

The tool is very customizable.
Don
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

It didn't take me long to decide I was going to white-label and resell this service!

Revisado el 06-09-2022

In my Christmas business, I had to use several different programs and services to keep up with...

In my Christmas business, I had to use several different programs and services to keep up with everything. Now I can create an entry for the customer, and all things related to their project are handled in my white-labeled instance.

Puntos a favor

Being a Jack of All Trades Master of None type of person, I find myself running a few businesses so that I don't have to go get a 'real' job. I'd use various services for my CRM, another for Project Management, one for file sharing and receiving, another for invoices, another for signatures, etc. You get the idea. It was all over the place.

With SuiteDash, I can do all of the above and more in a single platform.

Now I'm able to generate proposals for clients and have automated processes take place once they approve the proposal. I can send an estimate for a service, and an invoice will be sent over to them as soon as it's approved. Items such as Project Management and File Sharing are all integrated into the process, allowing the customer to follow along as their work is being completed.

SD has a public roadmap that shows what features have been requested, in progress and live. This is great to see which customer requested features are being implemented. Smaller improvements are released on a fairly regular basis. One might argue it seems as if they come out weekly, but that is just my opinion.

Puntos en contra

The load times were slow back in the early part of 2022. However, they have gotten better as the year has progressed. I wouldn't call it a 'dislike' as I understand, at a very high level, all that goes into making a project of this magnitude work. However, knowing and SEEING the speed improvements is encouraging.

To put "complicated" as a dislike really isn't fair. However, I can see how some people might be turned off by how many different options there are and how they can be quit confusing to someone new to the product.

Usuario verificado
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Suitedash for my Small Business CRM

Revisado el 07-09-2022

I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's...

I really liked Suitedash for its overall flexibility, we are able to custom tailor each customer's profile to precisely what we need. And that's helpful because we are growing and offering more solutions, working with various types of scenarios. Suiteddash allows us to easily scale and offer really custom experiences for various client types.

Puntos a favor

I have reviewed 3-6 various CRM solutions that different companies within the Legal professional world have to offer. I chose Suitedash because it provides the ability to white label the customer experience, so when your customer goes to a portal they are still on your website with their branded portal. It's genius!

Puntos en contra

There's a learning curve, you need to be sure to watch the getting started series so that you can get the most out of your suite dash account!

Alternativas consideradas

Filevine, MyCase, Zoho Desk, Salesforce Sales Cloud y Nimble

Razones para cambiar a SuiteDash

I felt that I was capable of installing the solution myself and I was interested in the appealing price. There are other solutions out there that will do more of the work for you but you end up with a less customized experience. This solution allows me to spend a few extra minutes making customizations and then hit save. This has been amazing when a customer decides to add additional services to their relationship my business.
Mostrando 5 opiniones de 437 Todas las opiniones

Preguntas frecuentes sobre SuiteDash

He aquí algunas preguntas frecuentes sobre SuiteDash.

SuiteDash ofrece los siguientes planes de precios:

  • A partir de: US$19,00/mes
  • Modelo de precios: Suscripción
  • Prueba gratis: Disponible

Flat monthly fee, no contracts, no per user fees, no additional fees

Los clientes habituales de SuiteDash son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

SuiteDash admite los siguientes idiomas:

alemán, español, francés, inglés, neerlandés, árabe

SuiteDash admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

SuiteDash se integra con las siguientes aplicaciones:

Authorize.Net, Braintree, Google Calendar, PayPal, Plaid, QuickBooks, QuickBooks Desktop Enterprise, SendGrid, SendGrid, Stripe, Twilio, WordPress, Zapier

SuiteDash ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica

Categorías relacionadas

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