Likelihood to Recommend It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.
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 Contact management Contact enrichment Email management 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 Not good as a comprehensive project management tool. 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 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 ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
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 Alternatives Considered Takes the functionality much further
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 Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI. 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