The Only Software every Entrepreneur needs

What are the best aspects of this product?

The software is absolutely white label.... from URL footers to notification emails. Everything can be changed and branded in my own company's name.

Making a custom platform like this by hiring SaaS developers would take away millions. within a healthy budget i am able to get this type of back end system for my company.

Its gives a mobile app and web-login for every client and even custom onboarding journeys can be assigned.





same can be done for staff.









Apart from that all project management features are present from time tracking to invoice to kanban and calender view and works perfectly

What aspects are problematic or could work better?

Things are absolutely getting better, The scope is huge. one can customize Suite dash according to their business
for that the study material needs to be extensive....
because the software can do lot of things which is not currently there in YouTube,
Surely the weekly 1 hour webinar solves the purpose.

What features/services would you like to see in future versions of this product?

Being greedy...i would like the accounting / billing section to be developed, like adding expenses and getting a balance sheet out of the platform directly. Surely that is going to be added also

What specific problems in your company were solved by this product?

An APP is definitely icing on the cake, an app gives the customer a sense of trust that they holds some valuable Megabytes in my server

i can share private investment files with them, they can upload documents directly
i can issue invoice, and they can pay from inside the portal,
for investment policies and stripe gateway i can easily charge subscription to them

my sales person can bring in leads which is directly added to the crm and my auto assigned tasks do the rest

my investment management business is on the rocks with Holy Gem, SuiteDash

Are you a current user of this product?

Yes