Accelo vs Daylite

• Retainer Management - I am not sure we could run retainers effectively without it.
• Hour Logging and Tracking.
• Customer Email Tracking.

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• Integrates with Mac Mail to automatically catalog email exchanges with both individuals and companies.
• Allows for robust customization to meet the specific information needs of my company
• Acts as a hub for daily activities and tasks

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• Difficult to upload targets
• Not easy to modify a target
• When uploading targets you can not attach them to tags until after they are uploaded.
• When listing opportunities in the system, you are limited with what stage the opportunity is in and the star system is not very helpful. The status' are very vague and not always accurate.

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• I still do not use the Project part as much as I could do, even if I tried several times. I think some improvements could be done with the interface, in order to make it more intuitive.
• The software is intented to be used with a US/Canada logic. It would be nice to be able to organize fields in the contacts in a different way, more logical to the different countries it is used in. Each country puts zip codes in different place for example.
• It would also be nice to have the possibility to assign a contact to several categories, and to create sub-categories.

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• It substantially reduced the number of systems we use to run our business.
• It reduced the need to train our staff on a variety of platforms.
• It gave us the ability to have a client-facing portal that directly integrates with our backend systems.

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• It absolutely keeps me informed on my client interactions
• Centralizes my tasks and to-dos
• Integrates nicely with LinkedIn for greater reach and deeper information.

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