Likelihood to Recommend Each member of our team can choose their own view, so they can see only what is relevant to them. Plus, we can keep track of everyone's progress without bothering them. Our team loves that everyone can have a different view, so they see only what's important to them. In addition, we can keep tabs on everyone's progress without pestering them. The user interface has some nice quality of life features, such as the different views for different members of our team.
Read full review 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 Pros Easy Projects has a really nice UI. It's really easy [to] work there and make our projects easy to follow. Great support. A few times I had to talk with support about API connections and they answered me quickly and kindly. It's stable. I cannot remember a day when Easy Projects' platform [was] down, so it's really STABLE. Charts and reports are very easy to use Read full review 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 Cons Easy Projects has some problems when it comes to accessing the site via different methods/browsers. It is either very slow or never works on a tablet. It is not smart-phone friendly. And it stopped working for us in Firefox -- all we could use is Safari or Chrome (we are a Mac-based office). Easy Projects' email notifications are overwhelming. I turned them off completely since I was getting messages every time one little detail was added or changed. While the reports are great, they are somewhat hard to pull. It takes a lot of trial and error -- I would not say the reports are an "intuitive area." The biggest by far is what we fondly call "the screen of death." When you mark the last open task associated with a job as complete, a screen pops up that asks if you want to close the overall job, as well. The "yes" field is pre-selected, so if you are overzealous and click through quickly, it automatically closes the job. I don't know why they think this feature is helpful. We have so many staffers that complain they suddenly can't find their open job -- well, it's been marked completed and goes into the archive. Read full review 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 Likelihood to Renew EP is great but could be better. EP has been a wonderful tool within our organization, it has helped us control expenses, resources, and the time needed to invest in each project, however when it comes to presenting reports and details it is a bit weak, there are more tools specialized in data visualization, and it would be good to make some kind of integration between EP and the other market alternatives
Read full review Usability EP is easy to use and adaptable, its menu is intuitive and the design is pleasant.
Read full review 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 In my personal experience, I only needed EP support once and the truth is that they attended me very well and very quickly, they helped me with what I needed, it was a question regarding the use of WebServices, they solved my doubt and then they contacted me another agent to verify that everything was resolved and if they could help me with anything else
Read full review 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 Implementation Rating I am really satisfied with the implementation of EP in our organization, since it is a very useful tool in our day-to-day work
Read full review Alternatives Considered East Projects integrates with other financial systems such as NetSuite and Compass, which allows a great financial view into the existing and future projects and overall financial health of our resourcing. Other systems, such as
Wrike and MS Projects, just focus on project/task management, whereas this is a one-stop shop. It also allows us to manage internal resources.
Read full review 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 Return on Investment Increased team collaboration improved the results significantly, because we managed to reduce the amount of time wasted on unnecessary iterations, therefore reducing costs. The reasonable pricing enabled us to enjoy the service we needed with with less impact on our budget than we've expected. Read full review 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 ScreenShots