Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
Deltek Ajera
Score 7.5 out of 10
N/A
Deltek's Ajera is an integrated project management and accounting suite for architectural and engineering (A & E) companies that includes light payroll functionality and also can integrate with third-party payroll providers (ADP, Paychex, Quickbooks, etc.). The product was acquired with original developer Axium in June 2014. CRM functionality can also be added via integration with the Deltek Ajera CRM.
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.
For small to medium engineering and architecture firms, Ajera appears to be the right size. Beyond the engineering software, Deltek Ajera has all the features a small to medium firm will need for smooth operation. AR, AP, Payroll, reporting, project management are all in one package. We chose to self-host because the licensing was more cost effective for us, but cloud hosting is also available.
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.
Widgets are the best feature of Ajera. Designers can make tiny reports for the entire company, or for one or two individuals. These little reports are the first things that the employee sees when they log in. Viewers of the reports are able to filter, sort, group, print or export the widget without impacting the other users. Deltek has been releasing new features that allow the editing of data in widgets. You can now create new projects or edit timesheets from the widgets.
Credit card importing and credit card reconciliation in Ajera has greatly decreased time spent by administration. You can import credit card transactions from your credit cards. It saves on data entry, and it is easy to see what receipts you are missing when you get the statement.
Mobile timesheets and expense reports help engineers or other users enter their time and expenses as they are on the go. They can take pictures or receipts or submit their timesheet from home.
The Project Command Center is a one stop fountain of information. Everything the project manager wants to know about a project can be found here. You can also add custom fields that allow you to tract addition information.
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.
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.
The previous systems were essentially timesheet systems only with very basic accounting. It's mostly the accounting subsystem that made us select Ajera.
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.
