#1 most frequent
United States of America
66.0%35 installations of 53
What is Daylite?
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
Categories & Use Cases
Media
Screenshot of Daylite app shown on both iPhone and Mac
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Areas for Improvement
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
Who Buys & Uses Daylite
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
9.4%5 installations of 53
#3 most frequent
Australia
5.7%3 installations of 53
Amazing Organizer, Planner, and Collaboration Tool!
Use Cases and Deployment Scope
Daylite is used by the project management, billing and sales departments. We use Daylite to track and monitor client accounts, communications, sale opportunities and overall contact information. Daylite addresses the problem of organizing client information and communications when there are several people who need to contact clients and coordinate their communications with other teams. Daylite helps us keep track of emails sent between the client. It is also our "contact book" that has all the clients contact info and any special notes that would be helpful for other team members to know. Daylite also helps us track sales opportunities and what packages and services different clients have ben sold on or if they aren't interested in something we've already talked to them about. Overall, Daylite keeps us organized as a team!
Pros
- 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.
Cons
- Daylite doesn't let you connect to every email option. Last time we checked it wouldn't let us integrate with G-mail (which is widely used), so we have to use the Apple mail through G-mail so we can link Daylite to our emails. It's not a big deal, but could be improved.
- Daylite has templated fields for adding contact information, while it gives you a lot of options, it doesn't let you edit all of the field choices. So if you want to have a field with a specific date, you can't change the name of the field to say "start date" it will just be "date" or whatever it is preset to.
- The lists and smart lists that Daylite lets you create are not as intuitive as they seem. They have been difficult to set up and edit and it's made it hard to create lists with specific clients that anyone can edit, it only lest the person that create it edit it.
Return on Investment
- Daylite has saved us hours of back and forth between teams because you can refer to a client account in Daylite and see al the most recent notes and emails.
- One of our business objectives to be friends with our clients and Daylite helps us accomplish this because we can leave notes on an account with helpful info we have learned about a client and it helps the clients feel how we all know and care about them because we remember things they've told us!
- Daylite helps us track our sales so we don't bug people over and over and so we can customize quotes for clients. This has helped us keep track of things and in teh end make more sales!
Usability
Alternatives Considered
Asana
Other Software Used
LiquidPlanner, Slack, 1Password
Best CRM available for IOS devices to manage all operations in business
Pros
- Its interface is quite modern and easy to use.
- Another feature that stands out [about] Daylite is its integration with other Apple services. It integrates with mail, Apple contacts, calendar, Siri, and notes which collectively creates a friendly environment to access any information on the platform easily.
- The dashboard is pretty much simple and helpful as the user does not need a high level of knowledge to navigate things on the platform.
- Customer support is professional.
Cons
- 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.
Return on Investment
- The support team is working quite impressively. [They are] always responsive to the user’s queries and respond in little time to provide a solution to the query.
- It is enhancing the productivity in our organization.
Alternatives Considered
Teamwork Projects
Other Software Used
Avatao, Zerto, Fortinet FortiGate
Sophisticated tool with all powerful features for managing customer relation
Pros
- 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.
Cons
- Its economic plans lack a few important features due to which small organizations cannot afford it.
- Another difficulty is that it is found to be difficult in installing.
- It cannot be configured easily like other products. Its limited integration is found to be problematic.
Return on Investment
- Building strong relations.
- They should focus on their packages and features including.
- Support is efficient.
Other Software Used
Zoho Desk, GoodData, Zoho Social
A tool that assists in the completion of projects on time.
Pros
- It has made permissible integration with the apple.
- It has multiple features and works efficiently well.
- Its document management is good and allows the editing of the document as well as publishing.
- It is excellent in keeping the information of our clients safe and it is easy to get it back when needed that’s why I highly adore its contact management.
Cons
- Its scheduling feature needs to be fixed as it fails in alerting us.
- Data migrations are miserable.
- Its price is quite unfair and unjust.
Return on Investment
- We are able to manage the contacts of our clients.
- It helped in uplifting our business and to generate more revenue out of it .
- We are accomplishing projects on time and managing clients in a better way.
Alternatives Considered
Asana
Other Software Used
Comodo Antivirus, HelloLeads CRM, Pobuca
Brilliant CRM for managing business operations
Pros
- Daylite is the part of our work for a very long time and it still has a lot of significance in managing the customer effectively.
- It has been a great find for us over the years as it is solving all the problems related to customers very efficiently.
- The biggest feature that stands out is the app interface. Clear and intuitive in nature. Easy to use, perfectly designed to work on easily.
- Its price is reasonable and provides efficient support.
Cons
- The appointment reminder of Daylite is not much responsive. Sometimes it misses the dates and doesn’t give the reminder of a particular task.
- Secondly, the mobile app on iPhone is not up to mark. It becomes slow while dealing with large files and tasks. Need a lot of updates to be helpful more. Exporting features needs a lot of attention as the system becomes slow while exporting files.
- Daylite must have more integration with apple mail to select multiple emails at the moment easily.
Return on Investment
- Daylite is an excellent platform to have more control over activities, contacts, and schedules.
- I can easily link our direct mail system to have marketing newsletter appear differently according to the individual.
- The central data link is very amazing.
Alternatives Considered
ClickUp
Other Software Used
Malwarebytes, Front, Agile CRM
