Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
e-Builder
Score 7.2 out of 10
N/A
e-Builder is a cloud-based construction program management solution that manages capital program cost, schedule, and documents. It allows owners to measure and manage the capital project delivery process from planning, design, procurement, construction and operations.
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.
Well suited for the owner's side of managing multiple projects as it allows for all aspects of a project from development to closeout to be managed on one platform. Not as appropriate for a general contractor as there is better software out there. e-Builder's app is not as effective as others.
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.
Provide a document structure that is easy to navigate. All documents, even within a process, are stored in the document structure and easily accessed by those with the correct permissions.
Scheduling, especially with the new module is easy. It is helpful with a large organization where many hands touch projects to be able to forecast workloads (we have an in house engineering team who reviews all projects during their design phase)
Allows for easy interface with contractors and makes the submittal process more straightforward.
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.
The restrictions in formatting, and sorting of information rendered, in a way, affects the reporting output.
At certain times of day, e-Builder traffic causes the loading of filtered searches to take a while. This is probably common regardless of the site or software used.
More complicated reporting has some limitation, though the program is highly efficient in assisting with simple format reports.
Simple, because have a used it for the past two years, so i'm very familiar with the particular aspects of its program that I need to accomplish my tasks.
Again, because our technical support is great. He doesn't always answer the phone but he definitely responds to emails fairly quickly. In addition, I like that he actually resolves an issue and I have yet to encounter the same issue twice. Actually, I haven't encountered many issues at all in the two years I have used the software.
1. Set up the time to get training on the sytem before you go all in.
2. Listen, ask questions and actually practice using the tools and features while in class. It helps tremendously with becoming comfortable and remembering how things work.
3. Don't be afraid to mess up. They are helpful and will help resolve your issue in a timely manner
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.
We have not compared other plans since the boss prefers this program from personal experience. But from using this program for 2 years I can see why we don't need to compare. Why fix something that isn't broken? It gets the job done, yes we might run into some issues but I feel like with all companies that can happen
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.
