Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
monday sales CRM
Score 8.6 out of 10
N/A
monday sales CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.
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.
I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales. But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
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.
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.
Perhaps individual archive boards for individual boards - sometime's it's difficult to locate an archived item to account when something is done so until projects are finished, I often leave items on the board when it could be 'cleaner'
More color shades for groups and labels
Keep adding new widgets for dashboards to provide an even greater overview
It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
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.
monday sales CRM was much more customisable and flexible for our needs. We could use monday sales CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were getting.
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.
Specifically for equipment tracking, we have been able to build an interactive and extensive database tracking all devices owned by the company in a predominantly remote workforce and decreased loss in that area
The onboarding process has been simplified and automated to communicate to all parties involved with minimal interaction. Building out an API would be next! Saves a ton of time in this process and minimizes mistakes.
In a start-up environment with shifting priorities, task management in monday.com makes sure things don't disappear entirely as the landscape changes.
