Verified purchaser
Very good, but.....
I've used several CRM systems and looked at a lot. Suite-Dash is a very good CRM system, which in many ways is a multi-tool. The pricing deal inside AppSumo is very good. They responded quickly to correct the problem with not enough room for long phone numbers (pretty basic feature, I say......). So far so good.
The use in a B2B setting works, but another pretty basic feature is to be able to see the contacts in that particular company. That cannot be accessed when you have chosen the company. You have to choose the "Options" button and there choose "Manage Company Info". This is from my experience so basic to see when you choose a company and the word "Manage" is somewhat misleading....
So fix this, please, and Suite-Dash will be an outstanding CRM system (and more!) and the 5th taco is in. But more important, if you fix this, I would like also to recommend and re-sell through the programs you guys are offering.
Best regards
Mike_SuiteDash
May 9, 2024Hi ahc,
Thanks for the tacos!
In "Company First" mode, when you assign things like projects, invoices, shared folders, to a Company, what you're actually doing is attaching those items to the Primary Contact of that Company, and that Primary Contact is the 'owner' those items, and therefore receives email notificaitons affiliated with those items.
So, that being the case, when you click the Company, since we only have one choice for that click action on the row/card, we assume that you want to see details or access items related to that company, so we take you to the profile of the primary contact which is where you would be able to access all those items.
So, with all that said, that's why we provide a different path to see the company details, and see all the employees of that Company.
Maybe 'Manage Company Info' is the wrong nomenclature... what would you suggest?
Thanks,
Mike