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.
Notion is good for a plethora of use cases. The templates that it offers give just a few established pages for common uses but these are some of my favorites:
Kanban board: we use it a lot in my company to manage tasks and meetings
Note taking: whether in a professional or academic environment, Notion is well suited to take notes of everything regardless.
Software documentation: the "code" component to insert code snippets is perfect for creating tutorials and documentation for software development.
Finance control: I use the "my finances" template to have a proper following of my monthly transactions, which allowed me to be more responsible with my money.
Inventory management: Since I own multiple peripherals and general equipment, being able to have a portable inventory of all of it that includes their original value, warranty length and current state has been perfect to know when clean, maintain or straight up replace everything.
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.
Team Collaboration. In Notion's software is the ability to see precisely who is working on a project and where. This eliminates any confusion when on calls or when working on the same project simultaneously. It is easy to tag co-workers to precise moments and build conversation streams.
Text Coding. When transitioning text from our Notion ideation and drafting boards to our website backends, the coding holds on all of the text.
Organization. Whether it's utilizing a "pin board" set up or nestling pages within pages, it is possible to keep everything organized and easy to find for every member of your team.
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 increase in integrations with third parties will always promote the adoption of the platform in companies.
Personalization with logos and corporate colors sometimes makes the difference when selecting a tool in a corporation.
Having multiple functionalities for working in manufacturing companies and with devices developed by third parties encourages other companies to select Notion as their flagship tool to offer implementation packages under alliances that favor its use.
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.
Trello only has the Kanban board feature and is great for task management, while Notion has a vast array of features, is easier to use, and has a more visually-appealing interface. I choose to use Notion over Trello due to its increased versatility and greater customization capabilities.
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.
