Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
Flow
Score 9.7 out of 10
N/A
Flow Technologies in British Columbia offers the Flow task management app, featuring a range of tools like kanban board, checklist, timeline, and other features for tracking projects from start to finish.
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.
If you are used to using apps such as Slack, Box or Harvest, you will have an easy time getting use to Flow's UI. Drag and drop features, messaging between users, @tagging for notifications that alert you not only on your desktop but your as well email are particularly useful. If you need projects done fast and easily between multiple teams this is a great application for your business. A particular scenario where Flow is NOT suitable would be if you are used to working soley from your phone. Flows mobile app is slow, not user friendly at all and hard to navigate. Also, you cannot use a mobile site because it directs you to using the app. This IMO is a great desktop project manager, but NOT mobile.
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 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.
Flow, unlike Trello, offers its users a more organized interface and much more complete tools to carry out project management, which is why I consider that for the management of business projects of medium or large companies this tool covers the needs of each. In addition, its ease of use makes it much easier to adapt to this tool because it does not require a very learning curve
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.
Our biggest issue prior to flow was scrambling at the last minute to meet a project deadline. Flow has helped us manage tasks towards a deadline to execute more successful events and projects.
Since Flow is being used across our entire organization, the speed at which we can collaborate cross-departmentally has increased. This is especially true of our communication and collaboration with our Marketing team.
Flow has allowed our leadership team to be able to see the progress of a project at any time just by looking at that projects dashboard. This has both given them confidence as well as let them know when they need to intervene.
