Daylite vs. LeadSquared vs. OmniFocus

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

1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups. 2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared. 3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.

1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.

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

• Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
• The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
• Daily attendance history and man-days management can be done.
• Sales performance and their values are mapped clearly.

• Ease of viewing your projects at a high-level.
• Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
• The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
• It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
• The code is robust and I've almost never had a bug or a glitch that resulted in issues.
• The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
• The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
• While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.

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

• LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
• Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
• LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.

Incentivized

• I would really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
• I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.

Incentivized

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

It is an excellent value for money solution and is fulfilling all our needs quite efficiently. They keep working on the product and each month sees an update allowing for a bug free experience and faster incorporation of newer tools. I see no reason why I would not like to renew the subscription for this fabulous product.

Over the past 4 years of use I still haven't found any product that comes close in terms of capability

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

Having talked about all other things in detail in my previous responses, this question I feel is redundant but then I will highlight the points again - Easy to Use - Flexible - Robust System - Ever-evolving - Support & Service - Integrations with third party tools & technologies - LMS - Data Management & Reports - Landing Page Options

This is a super usable tool to use. I really like the front-end user experiences, which makes using it really clear

It's been great for us and we have not had any major issues with accessing Daylite when needed

Incentivized

I have not noticed any loading or performance issues specifically with Daylite

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

Great to work with and also Easy to work with Do not just listen to the problem but provide upfront solutions Always available and are ready to support on holidays Considerate of user's knowledge and always ready to explain the smallest / dumbest doubt a user can ask Always available to help with the internal tasks as well like creating automations, drip creations etc

OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.

Incentivized

I was not involved

Incentivized

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.

Incentivized

I looked closely at Infusionsoft. While the nurturing/decision tree tool of Infusionsoft was far more sophisticated, the many negative reviews of Infusionsoft lead me to look elsewhere. Leadsquared had very positive reviews and aggressive pricing. It has less features, but the features they have were the ones I wanted to focus on.

OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.

Incentivized

Was not involved

Incentivized

Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

Incentivized

We did not use professional services

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

• Leads Management has become very easy.
• Automated Lead Nurturing helps reduce a lot of manual work.
• A lot of our time goes into creating custom reports. Making the reporting feature more flexible and robust will help in saving a lot of time and energy.

• OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
• When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
• We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.

Incentivized