Copper Project is one of the best online project management and communication tools are available for businesses of all types. Creating and assigning the task to other team members becomes easy as it does on its own easily.
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.
It has been a great find for me as it reduces my work and make me more productive at other work which I usually neglect them because of excessive work.
The platform is trending on top of list worldwide because of its stand out feature task structure.
It comprises all the best tools and strategies that involve a successful activity development system.
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.
The biggest drawback that Copper Project has that it becomes slow at times [in my experience].
Secondly, to manage anything in the platform I have to make a ticket every time to make any changes which are frustrating for me a lot.
[In my experience] it usually becomes clunky and slow while dealing with large requests which need to be change and functionality needs to improve more.
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.
Integration of the Copper Project is amazing. It is designed on such a great module that it can easily integrate with any other software. I have a lot of software already in my organization which we are using to handle different processes in the organization, Copper Project easily integrated with them and gives me all in one platform to manage all of my activities on one platform which is a great help for me.
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.
This feature is also helping me a lot in making project structure and prioritizing things according to the flow of work, which is great as it gives clear path what to do next.
Customer support of Copper Project is very professional.
I recently had some problems while using the platform, they listened to the problem carefully and responded with a more feasible and workable solution within the limited time frame, which gives me the confidence to use the platform more in-depth.
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.
