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Member since: Aug 2022Deals bought: 85
5 stars
5 stars
Posted: Aug 10, 2023

Perfect All-in-One Tool

I spent $1,000 on the SuiteDash LTD (plus upgrades) a few months ago and I'm officially switching to Moxie (Tier 2).

CONS:
- Can't print invoices from within the dashboard - have to copy the external URL, paste it into a new tab, then the option to download/print PDF appears.

Yes... that's literally the only con I could think of....

PROS:
- Beautiful and intuitive dashboard that's easily customizable.
- Includes EVERYTHING you could possibly need for client management but keeps it simple so it's not weighed down with hundreds of tools/options you won't actually use.
- Integrations with Google
- Contracts/Invoices/Proposals actually look the same in their PDF versions as they do on the webpage (you'd be surprised how many Apps don't have proper support for PDFs).
- YOU CAN EXPORT TIME ENTRIES TO A CSV FILE (game changer for employee time tracking - I was literally having to copy and paste from SuiteDash).
- Invoices include options for time tracking, discounts, deposits, and late fees
- Expense management
- Customizable client portal with CUSTOM PAGES and option to hide default pages per client / contact
- MULTIPLE CONTACTS PER CLIENT (again, surprising how many tools [SuiteDash] don't actually offer this)...
- I contact support via the chat bot for 1 question and received an answer within seconds. And we all know how rare that is for some of these Apps.

Long story short, I will absolutely be swapping to this tool. 10/10 recommend.

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