Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$20.83
per month billed yearly
HubSpot Sales Hub
Score8.5 out of 10
N/A
HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
HubSpot Sales HUB is well suited for teams who want to run a sales team, grow their business, and continue to do so efficiently. The amazing elements of HubSpot Sales HUB is how the UI facilitates the work to begin with. Beyond the features and capabilities, the UI helps make what you and your team want to accomplish easy. The sales teams who have 2-5 people, teams of 20-50, or 500+, the HubSpot Sales HUB will adapt to how you and your organization are structured.
Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The task feature of HubSpot has been super helpful for me to organize what activities I am focusing on throughout the day. Instead of having a generalized list of the activities that need to take place today, I can organize that list by calls, emails, to-do's, linked-in, etc. That way I can take an hour of my time and focus on only doing phone calls, only doing emails, etc. It has helped me increase my productivity by making 20 phone calls a day to 100 phone calls throughout the day.
Hubspot Sequences are also super helpful in order to plug and play contacts that need similar solutions. The automatic email feature allows me to not have to spend time sending a simple email template. Instead, it automatically sends that email out at the time that THEY would most likely respond.
This gives me more time to focus on the tasks that I can't automate, allowing me to be way more productive. I can also customize my sequences to automate when I am reaching out, and what activity I am doing.
Sequences give me the ability to create a highly customized approach, with the scalability of a plug and play format.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I find the interface to be a bit unorganized and sometimes the information added about projects looks clogged which sometimes makes it difficult to access specific information.
Sometimes we have to deal with different currencies because we have clients all over the world but the exchange rate tool is not always accurate, causing us to slow down our work.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Ease of use, ease of customizability, and ease of 3rd-party integration, especially to LinkedIn Navigator, all play a vital role in our increasing reliance of HubSpot Sales for our growing sales team. Also taking into account the great training and support for HubSpot Sales available from HubSpot, including HubSpot Academy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Since we launched HubSpot Sales Hub into our organisation's tech stack, we've experienced a smooth transition and implementation process for those using this solution. The ease of use and the interface experience is amazing and that was a main priority for us in the purchasing phase. So far, we've been nothing but very happy with the support, implementation, and ongoing development of our sales team adapting to the solution. Highly recommend it for usability and functionality!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Oh my goodness HubSpot Support is just amazing. I submitted a question/issue to them yesterday and by this morning I had this response:
"Hi Stephanie, I hope this finds you well and thanks so much for your patience while I was working to update the extension with my team. We were actually able to push through an update yesterday afternoon which set the default lifecycle stage to lead in the sidebar. If you take a look now, that should be in place. If it has not updated yet, I would recommend uninstalling and re-installing the sales extension so an updated version and be pushed through. Again, I want to say that I sincerely appreciate that you took the time to reach out to us and help us iron this out. HubSpot really values constructive feedback with real use-case backing to help push it along. So, thank you!"
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It was not only SUPER easy to implement, we had some amazing support from HubSpot. They scheduled a call to go over each individual tool with our team and provided guidance and best practices plus answered any questions are new users had. It was wonderful and really helped them get started confidently
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
To be honest, there are great features in all of these competitors but they aren't quite as user-friendly or robust compared to Hubspot. Hubspot's Sales hub was able to add more features to it's platform while remaining very user-friendly and easy to use. I found myself getting lost navigating platforms like Zendesk or Salesforce, there is also a much nicer onboarding experience with Hubspot.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Prior to Hubspot, this was maybe 24 hours as an average. Now it is MINUTES. We immediately get back to clients and if we aren't able to then we will connect using email automation and sequences without lifting a finger. It's great!
Company Growth in difficult times:
Despite COVID causing issues on Residential Construction in Washington, we have continued to grow as a business, and part of that is thanks to our amazing Sales team, and part of that credit goings to Hubspot directly. If we didn't have Hubspot we would have shrunk or stayed the same as a company. Hubspot made sure we grew.
ROI [return on investment]
It's a hard thing to measure but our company has increased its revenue by more than 20% compared to last year. And that is saying a lot for our industry especially with COVID's impact on Residential Construction. I
can't measure it precisely but I know beyond any shadow of a doubt that HUBSPOT helped make this possible because our Sales and Marketing Teams are sharper and more capable than they have ever been thanks to this wonderful CRM.
