CRM Assistant for Gmail™ vs. Daylite

Since this is a simple add-on, and we don't work at home, its mobility is very useful for employees like us who need to travel for work. We can check on our phones or tables if there's an important update. It works well with GMail mobile app and easily accessible anytime, anywhere.

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

• Email Archiving with Attachments
• Attachment Management
• Mobile Compatibility
• Notes and Record Association

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

• It's dependency on other apps
• This could have been a multiple in one if they just integrated everything else in CRM Assistant for Gmail™
• Recently Opened Records could have been placed in a different tab for its own, instead of the home page

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

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

The work it does is exactly what we needed for the kind of business we're running. We're handling hotel blocks and commissionable sales, and it helps us remain organized with our records and recent activities. It also helps us keep track of our productivity everyday and keeps important files safe without the risk of being leaked.

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

It's been great for us and we have not had any major issues with accessing Daylite when needed

Incentivized

I have not noticed any loading or performance issues specifically with Daylite

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

I was not involved

Incentivized

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.

Incentivized

Was not involved

Incentivized

Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

Incentivized

We did not use professional services

Incentivized

• We started from GMV of 200k to 1M from January to April.
• From 1M GMV in April, to consistently achieving 2M and up in October.
• Other apps would be to pricey. I'd say it's worth the value for the work it does for our numbers!

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