SuiteDash

Suitedash allows you to automatically onboard clients using automation. You can acquire leads, have them review your proposal, accept and sign the proposal, sign a contract, pay the agreed amount immediately, setup a filing system for documentation, and provide a custom client portal experience. You can even put limitations on what your clients staff has access to. I also love that I can assign staff, collaborators l, and contractors to specific clients. This software is all about customization. It intergrates with wordpress and is white label. You can totally brand your client portal with your businesses branding. I love that billing clients is customizable. You can charge a one time fee or a recurring charge. You can also do a combination of both on the same invoice. This is great for those of us who charge a retainer plus an ongoing monthly fee. Well worth the money.

The software doesn't intergrate Google Drive, Box, Dropbox, or Onedrive for external storage at this time. Maybe this will be something provided in the future. On the other hand, they provide a lot of internal storage which is great.

The branding and client portal features.
SuiteDash allows you to upload your logos and set your branding colors to make it your own.
The client portal features are outstanding, very well thought

The lack of a chat widget in the dashboard so the admin can communicate with SuiteDash support directly.
Hopefully they will add it soon.

Suitedash is a great platform when it works. Granted, it's slower than a stoned snail and it's not winning any beauty awards anytime soon, but it's open, and there's buckets of potential.

I'll start small: It's slow, really slow. I'm waiting 10 seconds between page loads. I have fibre broadband and all that good stuff, and have accessed the platform from plenty of other connections, so [SENSITIVE CONTENT] ' repeat potestations that it's fast for them just don't cut it. It's slow, admit it.
It's ugly. The interface smacks of something made by someone who saw a CRM, and without much design experience, decided they wanted to do things differently. There's a custom CSS area, but it feels strange having to add my own code to stop my CRM from looking like a multi-era nostalgia game drank too much koolaid.

But these are just appetisers. After having ploughed time into setup (grinding 10 second load after grinding 10 second load) it seems they have no idea about European credit card requirements, which have left most of Europe, and now the UK, without Stripe payments processing. When SCA enforcement came into complete enforcement, many of us have been left without a reliable way to get paid.

They have known about this for over a year. Some of their clients tried warning them, but were ignored.

The required work to get their Stripe integration up to date clocks in at around 80 lines of code (I've performed this myself on some of my own personal implementations). I've been told the fix is coming in weeks rather than days, and furnished with a rather lengthy "It is what it is, just deal with it" response from the [SENSITIVE CONTENT]

This is a great tool for the price and from what I've experienced so far I'm confident it's only going to get better. Getting started is really simple and the product has been well thought out. The guides are easy to understand and if you prefer to just get started and figure things out as you go along, instead of spending time reading instructions then the tooltips for each section are invaluable. When you open a section/page you can click an icon at the top of your screen to find out what the section is for and how to use it. Some of the feature that I liked the most are Secure client portal, white label branding, Invoicing & recurring billing and CRM client management tool.

Although suitedash has nice range of integrations with popular apps and software, I still want to see more integrations and and some templates for different use cases so we can use them ourselves without having to build everything from scratch.