Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
Nifty
Score 9.9 out of 10
N/A
Nifty consolidates projects, work, and communications in one place. Nifty simplifies and automates the tracking of project milestones, communications with teammates and clients, collaborative document creation, and more in a centralized workspace! Nifty enables organizational oversight across projects and teammates with project & team workload overviews. With communications, project management, and workflow collaboration centralized in one place, teams can consolidate their workday as well…
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.
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.
Time Expense could be improved since we cannot edit the previous/past time logs entered.
Lacks expense management and Purchase order management functionality
Newest product updates are not always stable and I had to reach Nifty's support team a couple of times in the past to fix the issues with new updates e.g. our document management and meeting integrations had to be re-authorized
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.
There's no comparison. Nifty does what all of these do all in one place (with the exception of Slack's community aspect with hashtagging - not sure if Nifty can do this, never tried) Nifty even has the ability to import directly from many other platforms - I've personally imported projects from Trello and Asana, saving tons of time in migration.
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.
