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
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: 8.5
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: 7.4
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.3
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: 6.7
