SuiteDash

I switched to SuiteDash after using Dubsado for 4 years and trying a few other CRMs while using it. I needed the functionality of Dubsado but more robust features and SuiteDash delivered! This is exactly what I have been waiting for.

The functionality of the calendar booking system is not great, but I solved that by pairing Trafft with it using a ZAP!

This is the most powerful piece of software I've ever used in my business. It does everything and most importantly, it does it WELL. Most "all-in-one" software applications do plenty of things. Poorly! SuiteDash does all these things better than most specific-use applications do them. I was impressed with SuiteDash from day one, and continue to be more impressed every day. As I get to use the program, I learn about new features and powerful things that I never knew I could do. On top of that, they are constantly developing the platform and introducing exciting new features. I'm such a fanboy for SuiteDash, I browse YouTube almost daily for any new videos with anything to do with the platform.

Why? Am I really that nerdy?

Simple: SuiteDash is actually FUN to use. I am daily excited by the idea that I have such an incredibly powerful tool at my disposal that is honestly a joy to navigate and explore. SuiteDash lets me be creative in ways I didn't expect. As I tell my colleagues: SuiteDash is more about what you want to do rather than what the software does. It's so powerful, you can accomplish anything you like. The hardest part is deciding how you want your process to flow. SuiteDash does the rest.

I get that we have to have cons to balance things out, and there's only one I can see from here. It's not REALLY a "con", more of just a challenge.

SuiteDash is not intuitive to learn for the new user. The learning curve is steep as there are some concepts very different from other CRMs or software packages. All of it makes sense when you put it together, and there is ample documentation for the new user to figure it out by their own efforts. It does, however, take real effort to figure out the basics and really have it sink in.

This is, in my mind, actually a good thing. Software that can be mastered in one sitting is generally very simple-use software, and the steepness of the learning curve speaks to the true power of the platform. If you can dream it, you can do it.

-All in one dashboard
-LMS features (thought has been changed since I initially paid)
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-Learning curve
-As they add on new features, they will remove 'components' of existing features to force you to upgrade and pay more monthly

The overall system is a powerhouse and can be used within any small business. The forms are customizable and easy to use. The Client Portal includes file sharing, pipelines, project management, and client communication! There are an endless amount of features that create a beautiful and smooth client journey!

The only downfall is that you have to learn how to set it all up BUT their Support Team is responsive and there are Agencies that can set up your entire system!

All the training videos and support they offer. Building out a CRM like this can be challenging. But the step by step options made life easy and quick

Honestly, there isn't anything. There are things I'm not using yet, but will when we scale to that point