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.
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.
Time tracking - like several time tracking solutions, FP uses a clock that will track in real time so that you do not need to remember how long you worked on a project to input later.
Dashboards - I love FP's dashboards that let me track my personal utilization, the utilization of my team members and all of my open tasks.
Reporting - FP's reports provide insight organization-wide into how we are doing and where we (as an organization) are spending our time. As with any reporting, though, it is important to manage the cleanliness of your data to make the reporting useful.
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.
Function Point often provided reports that were inaccurate due to bad calculations. The support team would work with us to troubleshoot these issues, but the fact remained that calculations were wrong.
Function Point was purchased by a new parent company that increased prices over their nearest, superior, competitor, pricing themselves out of the market.
Function Point's interface is dated, as is its code base.
New features are being implemented not as software revisions or upgrades, but as new for-pay features.
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.
Workamajig was NOT a good fit, after over a year of back-end setup. FunctionFox didn't have the financial integration capabilities we needed, but we used it for years and were happy with the service and support. FunctionPoint brought together the 30,000-foot view of the projects and resources with a simplified process for getting day-to-day jobs into the queue, which was essential for our organization.
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.
