Daylite vs. Deltek Vantagepoint

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.

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I have used Vision/Vantagepoint with 5 different companies. Where the business model is project-based it works very well. This is the rule for most AEC companies. My current organization does not really have a project-based business model as they have many, many small "projects" that never get entered into Vantagepoint as it would be time prohibitive to do so. This makes the use of the system very limited for all employees outside of accounting and unreliable for reporting pipeline and historical revenue data. This is not the fault of Deltek, however, just an observation of how it is used with my current company.

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• 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.

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• Consolidation of CRM
• Project data
• Project financials

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• 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.

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• Customer Service
• Fraudulent Charges
• Listening to their clients

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

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

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It is ok to use; it is not the easiest to use in terms of usability and user-friendliness but it is not the worst. It still feels somewhat outdated. Many cloud options are cleaner or look more modern. But it is good enough and you should be able to get the hang of it.

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

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

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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!

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I would rate Deltek VantagePoint highly in terms of the overall support. You can receive support any time you need it and there is a representative from Deltek assigned to your account so that you can always get the help when you need it. Sometimes, they want to go more in-depth than I would like, however.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I was not involved

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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BQE Core. I think that BQE Core is definitely harder to use, and has a lot of features atleast from the users perspective that dont seem entirely neccesary. Deltek is very straight forward and easy to use.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Was not involved

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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We did not use professional services

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

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• Provides a customizable option for many current and to-be-determined use cases.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info