Daylite vs. vCita

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.

Incentivized

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• Now I can easily process my emails, I can store them even I can pin them and make a sticky note so that whenever I have a meeting I can better assist the client.
• This tool provides me numerous integrations to associate with Mac.
• It is very easy to customize as I have customized the notification and alerts.

Incentivized

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• Its scheduling feature needs to be fixed as it fails in alerting us.
• Data migrations are miserable.
• Its price is quite unfair and unjust.

Incentivized

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

It's been great for us and we have not had any major issues with accessing Daylite when needed

Incentivized

I have not noticed any loading or performance issues specifically with Daylite

Incentivized

The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

I was not involved

Incentivized

Daylite is dragging us towards success and giving reliable features. The developer and technical team listen to the feedback about the platform and correct the errors and bugs in the limited time frame. It helps in managing the project's progress, track the overall completion of project, plan, creates and performs with having a feature of adding a reminder to the task and helps in easily managing the finances too.

Incentivized

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

Incentivized

• 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.

Incentivized

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized