Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
Freedcamp
Score 10.0 out of 10
N/A
The vendor states Freedcamp helps tens of thousands of teams around the world manage their work. Their free plan contains tasks(in list and kanban view), milestones, discussions, calendar,
time-tracking and password management. On their premium plans, they also offer Gantt charts, Wikis, Issue Tracking, CRM and Invoices+.
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.
I have used a number of different Project Management Tools and this is the one I always make the team come back to, it's easy to use, has great support, and can be used by people of various levels of technical ability. When planning a complicated network, that needs to be sold to a customer, all people within the company have needs that have to be addressed, from the obvious technical, but also legal, regulatory, finance, and ordering of equipment and all these have different milestones, that interconnect, this is where Freedcamp shines, it allows all of the company to work together to achieve the technical sale.
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.
I have people who struggle to use PC's using Freedcamp, so it's that easy to understand in the basic form. I've also had high-level CTOs using Freedcamp, so it covers all areas.
Especially a few years ago when Freedcamp was first starting, I needed support, sometimes, I'd find a bug as a heavy user, Igor and Angel are great people who are quick to reply and help you as well as the other great staff. Freedcamp's support is the best of any software product I use.
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.
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.
It's quite low cost for a business so that's a no brainer.
I also use it for a Non-Profit organization and we get a free version there, which is great.
I remember that the people running company planning especially loved how this made complex activity open for viewing by all within the company (as required) so that there was no "mystery" within projects, we all had an advance understanding of what resources and activities would be needed.
