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.
It's such a simple and effective tool! If you need an app to safely store your To-do's and make sure you stay on top of things, this is it. You can divide tasks lists into folders (like "home" and "business"), share the lists with co-workers, set notifications, even mark items as a priority. It's great for smaller, day-to-day tasks but if you need something to manage a bigger project or a team, you should look into more robust project management tools. Although this is a great app, it cannot replace tools like TeamWork, Basecamp etc. But they work great together
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.
Wunderlist is what you need for your to do lists. It's really simple to use.
Allows you to set due date to your lists, share them with your team and/or create a folder to divide and organize all your list set
Also, Wunderlist is compatible with all platform and devices. So you can always be updated on your list or work on them from wherever you are and with all the devices you have.
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.
The actual user interface and the way to navigate around the app is very intuitive and easy to learn/use which would make me give it a high ranking, but the syncing issues drop down my rating because there are times where you add an item to the list and then it just disappears. Then when you add it again the sync will happen and now you have duplicates. The other negative with the usability is adding extra information to an item, such as files or comments or assignments. You can do it but it's difficult to tell which items have this information from the main screen. You have to click on them individually.
I have not had an issue where I needed to reach out to Wunderlist, but I know their contact and online chat is easy to access and feel confident that they would be helpful. My only worry is Wunderlist is becoming Microsoft to-do in May 2020, and I believe the app will become worse after that.
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.
Wunderlist is the cleanest of all these products, and also the most functional. It performs exactly like you would expect a to-do app to work, and you can make it as simple or as complex as you want. Trello boards were too much for my employees to comprehend and they could never get the hang of it. Microsoft TO-DO is just a stripped down remake of Wunderlist and will be a while before it catches up (if it ever does). Todoist is the most similar to me, and it was mostly an aesthetic choice that made me choose Wunderlist.
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.
Productivity Increase - Knowing exactly what I need to do and when makes sure that I am on the right track, working on the right project and task at the right time, and not missing anything (or wasting my time on tasks that don't move the needle).
I'm delivering and following through on projects (big and small) without worrying about if I'm missing anything. This has helped specifically in product releases. One task I used to be late on every year was holiday greeting card releases in May. No one is ever ready to design holiday cards in April, so I wasn't even thinking about it. However, retail shops are buying their holiday products in the summer. I would always remember September as the weather started to change, which would lead me to miss out on the bulk of retail shop sales. With Microsoft To-Do, I mapped out the entire project, starting with designing 3 Hanukkah cards, to 3 Christmas cards, to printing them, photographing them, listing them, and marketing them. All with deadlines attached. Every detail was planned out in a doable way. For two years in a row, I did not miss out on this release and my sales have increased 300% year-over-year in part because of my release planning in Microsoft To-Do.
Do you know those tasks that pop up in meetings that you write down somewhere and then sometimes just completely forget? No? Just me? Either way, I used to have them scattered in notepads, sticky notes, and notebooks, and a lot would be lost in the wind. With Microsoft To-Do, I take all of those to-dos gathered during the day and add them to my to-do list with a deadline at the end of my work day. Now, I never miss anything.
