Likelihood to Recommend 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.
Read full review If you are considering purchasing this (very expensive) software, there is a 100% chance you are doing so because you have been awarded a Government contract that dictates you use 4Clicks Project Estimator. There are plenty of easier to use estimating packages out in the world, but you can't use any of them if you have a contract that requires 4Clicks.
Read full review 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. Read full review The estimates it produces are simple and easy to follow. The formatting is good. The tech support provided is very attentive. Read full review 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. Read full review The software feels 20 years old. It has not kept up with modern times, and practically functions like an old DOS program. Clunky interface, arcane commands. Even their training info focuses on hotkeys like this is 1995. Even though I am of an age to remember computers in 1995, the younger generations of managers/estimators are not. It is time to bring the software into the new century! Read full review Usability Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
Read full review Support Rating 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!
Read full review Alternatives Considered 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.
Read full review WinEst uses much the same database (RS Means/Gordion type) and has a similar interface. It is a bit cheaper.
Read full review Return on Investment 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. Read full review As stated before, if you are buying this software, it is because you have a contract forcing you to. While it does work, it is clunky, awkward, and very expensive. The price of the software and databases has always been high, but with the fairly recent acquisition of 4Clicks by Gordion (who also bought RS Means for their databases), there is literally no competition. Prices will continue to be very high, with no check on how high they can go. Again, can't fault 4Clicks tech support, as I think it is the best in the industry. They know their product and they respond to issues immediately. Considering what we spend a year for this product, however, you would expect nothing less. Read full review ScreenShots