Accelo vs Daylite

• Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address.
• Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk.
• Support is reasonably good, usually prompt and responsive.
• Constant development - lots of updates, just not often to areas that we use.

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• Emails can be attached to projects and tasks, helping the user gain background knowledge
• Reports can be produced and printed to be used in Progress Meetings
• Other data such as passwords can be added as Notes to a project
• Project deadlines can be moved easily in Calendar

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• The client portal needs to be improved. It does not have the same user interface as we have within Accelo and we get a lot of client complaints about it.
• It needs more executive-style reporting and the ability to create your own reports and filters.
• It needs to be faster. With all of the things Accelo is doing to give you all the data, it is kind of slow compared to other systems in the browser.

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• We're using Daylite 5 and are soon abandoning it because: a. Daylite 5 is not cloud-based (6, is)
• b. Daylite is for Mac users only, and we need a solution for our whole team
• c. There are many "rabbit holes" that you can go down in submenus that it can be confusing

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• Helps with tracking prospects through the sales/marketing funnel
• Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.

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• 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.

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