35 Reviews and Ratings
19 Reviews and Ratings
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.Incentivized
Most of the project management software in existence today is focused on agile/sprint based processes. If your team happens to use Kanban instead, KanbanFlow is one of the best options for tracking work. It's quick to get started and learn and has a manageable feature set that won't overwhelm anyone.Incentivized
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.Incentivized
Project monitoring with detailed management reports.Keep the team organized, focused on projects and demonstrate your goals in the tool.Simultaneous collaboration of the team in activities.Intuitive and user-friendly interface to use. Ease of learning how to use the tool.Incentivized
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.Incentivized
I'm not sure if it has this or not because I've only been using it for about 6 months but we haven't quite figured out how to archive things. We have lots of data on that main page from Q3 and Q4 of last year but we need to figure out how to get it away from our main page so we can focus on new things this quarterI know when I was first added there were a few things the admin had to do in order to do that. All I remember is that it wasn't simple for them to get me hooked up. They had to do a few steps and then I was granted access. I don't know what exactly but I had to wait.Incentivized
Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.Incentivized
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!Incentivized
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendarwith Apple Calendar so that I can never leave behind any updates of thefuture. Moreover, it keeps on updating its feature for giving better services.Incentivized
I really like the simplicity and the subtasks found in KanbanFlow. It seems to be the easiest tool to get clients not using another method to use this without any challenges on their part. Trello has card dependencies, which is a nice touch. Trello also has a lot of add-ons, but I find them to be a little glitchy. Kanban Tool has really nice reporting and analytics.Incentivized
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.Incentivized
Creating visibility of the status of all open work itemsAllowed for self-service ownership of projects by stakeholdersIncentivized