Daylite vs. OpenText Hightail

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

Hightail is my go-to source when I need to send large files that would never fit as regular attachments. That being said, sometimes there are files that would perfectly fit as attachments but I want the security that Hightail provides when sending sensitive or private material. It's very comforting knowing that the content I'm sending is only being received and viewed by the intended parties. It's also comforting for my clients when it's THEIR content that I'm sending for review.

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

• Management of content, communication, spaces, and projects in general.
• Control of processes, tasks and activities between the different members of teams.
• Collaborative work through different media and channels.

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

• Some of our recipients are not very tech-savvy and can get confused with how to download a file. There is some room for improvement by making it clearer where the user should click to download the file.

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

Honestly, once we started using Google Drive more efficiently and saw what improvements OpenText Hightail had made, it was hard to choose. But now that we more consistently use Google Drive, I use it probably 75% more than I use OpenText Hightail for the same tasks. I'm not sure how much longer I'll be a customer at OpenText but it's great to have both options.

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

• Hightail simply saves time. We no longer struggle with trying to meet the requirements of OutLook. When we have a file that is too large to send via OutLook we just "hightail it".

Incentivized