14 Reviews and Ratings
35 Reviews and Ratings
Great software for keeping track of things you've done or need to do with certain customers or potential customers.Incentivized
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.Incentivized
Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.It also is great for having one depository for quotes and opportunities you and your company are working on.The marketing function seems to also work really well for sending out and tracking email campaigns.Incentivized
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.Incentivized
Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.Would like to see each page be able to bring up more then 100 clients at a time.Incentivized
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.Incentivized
Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.Incentivized
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!Incentivized
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.Incentivized
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendarwith Apple Calendar so that I can never leave behind any updates of thefuture. Moreover, it keeps on updating its feature for giving better services.Incentivized
Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.Incentivized
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.Incentivized