SuiteDash

It creates a great customer interface -- through multiple channels -- email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well. This would have taken me tons of set up time and having to hire a database admin. SuiteDash provides this for a very reasonable monthly fee.

I also love the Flows feature where you can use automations and even use data from the CRM (auto-fill templates with things like contact and company names). Don't overlook the value of this feature! It has the potential to save a lot of time when it comes to automating onboarding and customer communications.

I would really like Google Drive natively integrated (I'm sure others would like Dropbox). This is high on the list of requested features, so I do think it will make it on their development roadmap.

I can be a tad slow to load at times, but I've read they are also actively working on improvements in speed. I think the feature set well overrides this issue.

The biggest asset is the companies commitment to stay connect with their clients. As a new company, they are growing and adjusting their product to the needs of the clients. They have a clear roadmap and welcome feature suggestions and improvements. It is a very complete software and they are committed to making it better.

This isn't a negative comment, but users need to be aware that the platform is developing. As time goes on, it is just going to get better, but patience is needed. Also, every time something is updated or is loading, it is slow. Not painfully slow - just slow. I believe this is because of the servers/setup that they have.

The marketing email section is weak. You can not track email stats. So I still have to use other platforms for this. This definitely needs improving.