Sobre o 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.

Preços a partir de:

19,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao SuiteDash

Consumidores típicos

  • Autônomos
  • Pequenas empresas (2-50)
  • Médias empresas (51-500)
  • Grandes empresas (500 ou mais)

Implantação

  • Baseado na nuvem
  • Instalação local

Mercados

Austrália, Canadá, Reino Unido, Nova Zelândia, Estados Unidos

Idiomas

alemão, espanhol, francês, inglês, neerlandês , árabe

Preços a partir de:

19,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao SuiteDash

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Recursos

Total de recursos do SuiteDash: 99

  • Acesso para Celular
  • Acompanhamento de atividades
  • Agendamento
  • Agendamento de tarefas
  • Alertas/notificações
  • Aplicativo móvel
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Arrastar e soltar
  • Automatização de formulários
  • Automação de marketing
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Bate-papo em tempo real
  • Bate-papo/Mensagens instantâneas
  • Biblioteca de conteúdo
  • CRM
  • Campos personalizáveis
  • Cobrança de projetos
  • Cobrança e faturamento
  • Cobrança por horas
  • Cobrança recorrente ou de assinaturas
  • Comentários/notas
  • Compartilhamento de arquivos
  • Controle de horas
  • Controle de horas e despesas
  • Controle de versões
  • Controle do progresso de tarefas
  • Controle do tempo do projeto
  • Controles/permissões de acesso
  • Criar subtarefas
  • Criação de faturas
  • Cálculos de impostos
  • Edição/atualização de tarefas
  • Etiquetagem de tarefas
  • Faturas personalizáveis
  • Faturação online
  • Ferramentas de colaboração
  • Fluxo de trabalho baseado em regras
  • Formulários personalizáveis
  • Gerenciamento de arquivos
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de faturas
  • Gestão da base de conhecimento
  • Gestão de calendários
  • Gestão de capacitação
  • Gestão de carteira
  • Gestão de clientes
  • Gestão de conteúdo
  • Gestão de formulários
  • Gestão de funcionários
  • Gestão de impostos de vendas
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão do fluxo de trabalho
  • Gestão do plano de assinatura
  • Gestão financeira
  • Histórico de faturas
  • Imagem de marca personalizável
  • Implantação baseada na web
  • Importação/exportação de dados
  • Inscrição/Admissão
  • Integrações de terceiros
  • Lembretes
  • Listas de tarefas
  • Marcação
  • Modelagem de processos & Design
  • Modelos de projetos
  • Modelos personalizáveis
  • Monitoramento do progresso
  • Múltiplas moedas
  • Notificações em tempo real
  • Orçamentos/estimativas
  • Pagamento recorrente
  • Pagamentos eletrônicos
  • Pagamentos online
  • Painel de atividades
  • Para agências criativas
  • Para pequenas empresas
  • Pesquisa e filtro
  • Planejamento de projetos
  • Portal de autoatendimento
  • Portal de cobrança
  • Portal do cliente
  • Portal do funcionário
  • Priorização
  • Processamento de faturas
  • Rastreamento de percentual de progressão
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Seguimento de relatórios/projetos
  • Seguimento/Análise de uso
  • Segurança de SSL
  • Segurança de dados
  • Tarefa de nível superior
  • Tarefas recorrentes
  • Visualização em tabela de tarefas

Alternativas

Zoho CRM

4,3
#1 alternativa ao SuiteDash
O Zoho CRM é um software de CRM baseado na nuvem que ajuda empresas de todos os tamanhos a fechar negócios de maneira...

Bitrix24

4,1
#2 alternativa ao SuiteDash
Solução de alta qualidade projetada para promover efetividade de colaboração, comunicação, redes sociais, além de...

Ora

4,5
#3 alternativa ao SuiteDash
Ora is a collaborative, all-in-one project workspace and task management app for teams, with kanban, time tracking,...

Teamwork

4,5
#4 alternativa ao SuiteDash
Ferramentas de gestão de projetos e trabalhos que ajudam equipes internas e agências a melhorar a colaboração, a...

Avaliações

Classificação geral

4,9 /5
(437)
Relação qualidade/preço
4,9/5
Recursos
4,8/5
Praticidade
4,6/5
Suporte ao cliente
4,8/5

Já tem o SuiteDash?

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Exibindo 5 avaliações de 437
Nafiur
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2-10 funcionários
  • Usado Semanal durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Powerful Business Management Tool For Handling Clients

Avaliado em 06/10/2020

Overall experience is great & smooth. The support is friendly and gracefully handles all the...

Overall experience is great & smooth. The support is friendly and gracefully handles all the feedbacks & suggestions. I love when the [SENSITIVE CONTENT HIDDEN] is involved in the support process, because that shows his commitment and dedication to take the tool to next height. So SuiteDash is definitely on the right track, I believe.

Vantagens

I love the fact that SuiteDash provides a complete solution for managing every step of a client-based business. I don't have to use multiple tools to handle invoicing, project management, file sharing, client communication, feedback cycle etc. Also, the ability to create a separate white-labeled portal for clients to login and check their projects and collaborate, is just awesome feature to have.

Desvantagens

I strongly believe the UI of the tool can be improved. It's good now, but can be much better. Actually, the tool has so many features & setting options, that it gets difficult sometimes to keep track of them. So I would suggest the team to keep working on the interface and UX, so that the workflow can be even faster than now.

Alternativas consideradas

CompanyHub, Zoho CRM e Agiled

Razões para mudar para o SuiteDash

I first came to know about this type of tools from SuiteDash's marketing campaigns. And I was hooked from the first go by the vast opportunity it provides to manage my business very smoothly. Later, I found out quite a few alternatives of tool, but eventually I stuck with this tool because of the humanly support I get from them. Feature-wise, SuiteDash is very competitive with other tools and some of them may have something better, but support-wise, SuiteDash really exceeded my expectations.
Lisa
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

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

Avaliado em 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!

Vantagens

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.

Desvantagens

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.

Leone
Classificação geral
  • Setor: Publicidade e marketing
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 1.0 /10

Slow & Old / Bad Customer Service

Avaliado em 03/10/2022

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

Non at the moment. Moved to Agiled same features.. new UI... updated stripe ...

Vantagens

This is real honesty! SuiteDash has the features that my business needs. It has everything I could ask for. SuiteDash is really open sourced and amazingly customisable from branding to workflows. Features that SuiteDash has is not seen on other CRM systems I've tried and.... I've tried a few.

Desvantagens

Alright here are the bad things.

In the UK and EU ... SCA came to force. SuiteDash has been telling me for over 7 months that they are working on the Stripe Upgrades. Been told it will be done in few weeks, or days. Nothing for 7 months and stoll waiting. My clients payments been getting declined and had to manage payments over the phone. This really annoyed me because they are rolling useless updates instead of something that's really important.

Secondly, the UI is old... ugly... hard to use... and slow. Like slow like proper slow. Like 10 seconds to load a page..... I have 200Mbs speed broadband.. and its still slow. Maybe work on server and UI to be honest.

Projects:
Okay I do like the projects however, it's back and forth between client details, invoices, project and tasks. It's not in one tab... like go into project to see the client details.. assigned invoice to that project... like it's so all over the place thay I'm wasting time going back forth.

Subscriptions:
Great feature as I deal with recurring payments a lot. However, when a client doesn't pay and the system tries for 3rd time it cancels the subscription. Which then neither me or the client can reinstate the subscription. I have to create a new subscription invoice to activate a subscription.
Also when it's cancelled, it's not moved into archived subscriptions. Just is in the list in red with all the active ones as well which is annoying and not needed.
There's more to be honest.

Resposta do SuiteDash

Hi Leone, just wanted to let you know that SCA for Stripe is now live!

We have been working on it in the background for quite a while as you say - there are many more scenarios to cover than you might realize (We use our own built-in subscription engine, so we needed to cover the recurring transactions also - again, this may not be obvious, but there is a lot there)

Many more improvements are actively on the way in just the areas you identify as challenging!

Thanks for the kind words and honest assessment of your experiences!

All the best, Mike

Avaliador Verificado
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Suitedash for my Small Business CRM

Avaliado em 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.

Vantagens

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!

Desvantagens

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 e Nimble

Razões para mudar para o 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.
Sebastien
Classificação geral
  • Setor: Software
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best solopreneur tool

Avaliado em 08/09/2022

I make my whole business with this tool.

I make my whole business with this tool.

Vantagens

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.

Desvantagens

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

Alternativas consideradas

Nifty, monday.com, Dolibarr e Asana

Razões para escolher o 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 e Confluence

Razões para mudar para o SuiteDash

The tool is very customizable.
Exibindo 5 avaliações de 437 Leia todas as avaliações

Perguntas frequentes sobre o SuiteDash

Abaixo estão algumas perguntas frequentes sobre o SuiteDash.

O SuiteDash oferece os seguintes planos de pagamento:

  • A partir de: 19,00 US$/mês
  • Modelo de preços: Assinatura
  • Avaliação gratuita: Disponível

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

Os clientes habituais do SuiteDash são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

O SuiteDash está nos seguintes idiomas:

alemão, espanhol, francês, inglês, neerlandês, árabe

O SuiteDash é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O SuiteDash se integra com os seguintes aplicativos:

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

O SuiteDash oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone

Categorias relacionadas

Veja todas as categorias de software encontradas para SuiteDash.