Visit Website >> SuiteDash.com is the home of SuiteDash, an all-in-one SaaS tool for all of your Client Portal, CRM, Sales Funnel, Appointment Scheduling, Proposals, File Sharing, Project Management, Invoicing, eSigning, LMS, Email Marketing needs.
IMPORTANT :: What is the SuiteDash WordPress Plugin?
This plugin allows you to add a customized login functionality directly on your WordPress site, and have that login tied-in to your SuiteDash account. This allows you, your staff, and your clients to login to your SuiteDash environment directly from your site, without ever needing to visit the SuiteDash login page.
SuiteDash customers with a Custom URL set up are able to integrate their custom URLs with this plugin!
SuiteDash is in constant development, and is updated daily with new features and streamlining. It is also fully supported, and your suggestions are welcome.
See a full list of SuiteDash features at SuiteDash.com
This section describes how to install the SuiteDash WordPress plugin and get it working.
- Upload the newest version using ‘Add new’ Plugin (WordPress -> Plugins -> Add New), Upload via zip, Upload, and then Activate – OR – Unzip the files on your local machine and upload via FTP to the /plugins/ directory.. then activate from the plugins list.
How do I get a SuiteDash account?
You can sign up for a risk-free 14-Day Free Trial of SuiteDash : No credit card required : Sign up HERE
I have been using Suitedash for a while now, and I must say, it’s one of the most flexible CRM solutions I’ve encountered. The level of customization it offers is unparalleled. It allows for unique CSS adjustments, catering to a wide range of business uses. For instance, I was able to create a car finance calculator and a vehicle depreciation calculator for my staff, which was a game-changer. Pros:
Highly Customizable: The ability to tailor the platform with custom CSS to fit various business scenarios is a standout feature. It means that Suitedash can evolve with your business, serving a multitude of purposes beyond basic CRM functionalities.
Developer Support: The development team behind Suitedash is commendable. They are consistently rolling out updates and bug fixes, demonstrating a commitment to improving the platform. It’s evident they value user feedback, and this ongoing dialogue between users and developers fosters a sense of community and ensures the software is moving in the right direction.
However, no software is without its flaws. I’ve encountered a couple of inconveniences, but none that overshadow its benefits. Cons:
Document Handling: When generating invoices and documents, the output can be somewhat unwieldy, often stretching across several pages. This isn’t ideal for those who prefer more compact documentation.
Data Management: Another minor gripe is with the project generator. It doesn’t allow for the seamless transfer of data when issuing new invoices or documents based on existing project information. This lack of fluid data transition between tasks can be a bit frustrating.
Overall Experience: Despite these minor setbacks, my overall experience with Suitedash has been overwhelmingly positive. It’s a robust, all-in-one CRM platform that genuinely seeks to cater to its users’ varied needs. The team’s dedication to incorporating user feedback and continually refining the software is commendable. In a market flooded with one-size-fits-all solutions, Suitedash stands out for its willingness to adapt and evolve. For anyone in need of a customizable CRM that grows with your business, Suitedash is, without doubt, a top recommendation. Its pros far outweigh the cons, and with a team that’s genuinely invested in their product’s development, you can be assured of its reliability and continual improvement.
Great all in one business solution, once you get it set up.
After using SuiteDash for the past months to manage my coaching business, I’ve got to say – it’s become my go-to platform! The all-in-one approach really saves me from juggling multiple subscriptions. Love how I can handle everything from client management to file sharing in one place.
Not gonna lie, there was definitely a learning curve at first. Took me a while to figure out how the email marketing setup works (seriously, the mailing system could be more intuitive!), and sometimes the upgrade options feel a bit overwhelming when you’re trying to figure out which features you actually need.
But honestly? Once you get past that initial confusion, it’s smooth sailing. The automation features are absolute gold – they’ve literally saved me hours of work each week. Plus, their support team is super helpful whenever I get stuck.
Considering all the separate tools it replaces, it’s actually a pretty solid deal. Would definitely recommend giving it a shot if you’re tired of paying for 5 different services.
Quick tip though – take advantage of their onboarding tutorials. Trust me, it’ll save you some headaches later on!
I’ve been using SuiteDash for a while now and couldn’t be happier. Yes, there’s a bit of a learning curve, but with a touch of organisation and a step-by-step approach, it all clicks into place beautifully. The support team have been fantastic—always responsive, patient, and ready to guide me through any queries. Once you’ve got the hang of it, SuiteDash becomes an absolute powerhouse for streamlining processes and keeping everything neatly in one place. Highly recommended, five stars without hesitation!
What I like best about SuiteDash is how it takes so much off my plate and makes running my mobile mechanic business way easier, with the onboarding feature I evaluate potential employees and take them through a flow-application process with-in their account.
The fact that I can offer cars and even offer to buy cars in my customers portal pages is also a big plus. My clients can have their own accounts and check their service history, invoices, and book appointments on their own. It saves me a ton of time and keeps them happy because they feel more in control.
Also, the automation features are a lifesaver; no more chasing down payments or sending reminders manually. Everything just flows smoothly, which lets me focus on what I do best working on cars instead of drowning in admin tasks. The level of customization is another big plus because I can make the system work exactly how I need it to. Overall, SuiteDash helps me stay organized, professional, and stress-free!
When it comes to understanding the system and implementing it, it’s easy but I advise everyone to use the suitedash manual OR hire someone else to create a crm to their liking. It can be a time-consuming task because you really have to learn the system but once you have it set up is so worth it!
I believe their customer service is very helpful, they respond quick too, I personally never had an issue and I’m always using suitedash!
Using SuiteDash has been a game-changer for our business! As an all-in-one business software solution, it truly lives up to its promise of streamlining operations and enhancing productivity. The platform is incredibly versatile, combining CRM, project management, invoicing, and client portal features into one seamless package.
The interface is intuitive and user-friendly. Despite having a wealth of features, the learning curve was minimal, allowing our team to start leveraging the platform’s full potential almost immediately. The ability to customize workflows and automate routine tasks has saved us countless hours each week, allowing us to focus more on what matters most — our clients.
SuiteDash’s customer support is also top-notch. They are responsive and always ready to help, providing both quick fixes and insightful advice to ensure we’re getting the most out of the platform.
One of the standout features for us is the client portal. It offers a professional and secure space for our clients to access files, track project progress, and communicate with our team, significantly enhancing our client relationships.
Overall, SuiteDash has revolutionised the way we manage our business. It’s no longer a juggling act between multiple software solutions; SuiteDash puts everything we need in one place. For any business looking to optimize their operations, SuiteDash is an invaluable tool. Highly recommended!
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“Client Portal : SuiteDash Direct Login” is open source software. The following people have contributed to this plugin.
Contributors
Version 1.0.9
Versions 1.1.0 to 1.2.5
- Small UI changes and compatibility with older versions of PHP
Version 1.2.6
Version 1.3.0
- Fixed problem with some chars in email and password;
Version 1.6.1
- Fixed problem with add shortcode via Gutenberg shortcode widget;
Version 1.7.3
Version 1.7.5
Version 1.7.6
- Changed font-family to default
Version 1.8.0