Daylite vs. Lytho Workflow

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

It's a flexible program that can be molded to fit most businesses. It's geared towards agencies but we've been able to use it successfully as an in-house solution. It's pretty intuitive for the most part and is easy for new hires or clients to get up and running pretty quickly.

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

• Requests - Request forms are set up so that certain fields are required and there's a minimum turnaround time. This prevents others from submitting an incomplete request or requesting things last minute.
• Proofing - Chasing after people to approve a proof is always a pain, but the simplicity of Lytho Workflow makes it less of a pain. I can quickly remind people in the route to review the proof by clicking a button.
• Templates - I use templates so that a list of tasks is created for me when I accept a job. It also creates a timeline for when each task needs to be done.

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

• Not being able to permanently delete inactive/old users (i.e. employees that are no longer with the company).
• Search filtering features are lacking.
• Not being notified when someone replies to my comment without @ mentioning me.

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 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

By consolidating the requests, project management, and proofing without features we didn't need like invoicing it was an easy fit for us. We were able to quickly develop a comprehensive workflow and the gains to efficiency were immediate. Pricing was competitive (at least at the time) and the implementation was very good as well.

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

• I wasn't working for the company when they first started using Lytho Workflow workflow, so I can't say what impact it has had. However, I do see the product as a necessity in the fast-paced environment that is retail marketing. The introduction of the new "change request" feature has saved countless hours of miscommunication and confusion when project objectives change.

Incentivized