What I was looking for in a CRM
SuiteDash is an a very advanced CRM solution. I just purchased a few days ago and I have been watching the videos to learn the basics and get started the right way. I was impressed after just watching the first 2 videos. Mike does an excellent job of explaining general concepts in a clear and succinct way. I think that this is very important because CRM platforms can be highly complex.
I have actually been developing a custom CRM using raw coding. I have also developed a CRM using GlideApps no code software, but I have never actually launched to my clients because I've been concerned about glitches and security. SuiteDash just has so many features and customizations available.
I'm still in the process of watching the videos and learning how to customize everything to align with how my business operates.
For reference, I operate a mobile DJ company that primarily provides services for wedding couples, schools, and individuals. I need to have a solution for digital contracts, invoicing, communication, and document sharing. Currently, I am using multiple different platforms for all of the different business functions so it will be nice to have an all-in-one business solution.
I am super excited to give SuiteDash a full run with my clients during next year's wedding season.
Mike_SuiteDash
Sep 23, 2024Hi Aaron,
It’s clear you’re someone who truly understands the value and complexity of a good CRM, and we’re thrilled that SuiteDash is already making a strong impression. The fact that you’ve built your own custom CRM from scratch and explored other no-code solutions makes your praise even more meaningful — you really know your stuff!
Be sure that you understand the beautiful functionality that "Based-On Dates" give you in the realm of Automations - this functionality can be SUPER powerful for someone in your business because you can build entire systems that "swivel" around the Based-On Date (BoD), and then all you need to do is define that Based-On Date (Ex. date of the wedding) and all the pre-built Automations will queue off that date, and fire Automations as scheduled BEFORE and AFTER that BoD.
We’re just as excited as you are to see how SuiteDash helps elevate your client experience, especially during next year’s wedding season. Thank you for trusting us with such an important part of your business, and we’re so grateful to have you on board. Here’s to a successful season ahead! 🎧🎉
Is it true that 100% of DJs play Brick House at 100% of their weddings? 😂
All the best!
Mike