Likelihood to Recommend 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.
Read full review This is a good thing for medium/large companies for inside the company and/or for interacting with remote employees/freelancers. As the program facilitates the interaction between employees and managers it speeds up the distribution of tasks and allows managers to identify possible problems on the fly. For indie developers - it's a little expensive.
Read full review Pros 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. Read full review We tested the free version of the program. It improved communication within the team. Allowed to trace performance and time spent on tasks. Each team member was aware of the status of the tasks and could plan their work. Simplified interaction with managers, as it could present the results in the form of Gantt charts. Read full review Cons 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. Read full review The program interface is overloaded. Especially when there is little time for a detailed description of the tasks. I would like a faster way to publish the result at the completion of the task. Projects and tasks are two different workspaces/pages. Personally, it would be more convenient to combine these things. Read full review Usability Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
Read full review Support Rating 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!
Read full review Alternatives Considered 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.
Read full review Trello was excellent, but we did not choose it because of the price and relatively positive feedback from employees using Orangescrum who wanted the easiest and fastest way to create reports so as not to be distracted from work (as a two-click report).
Read full review Return on Investment 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. Read full review It accelerated the work of the team, but the mastering of the program interface was slow. The interface is not intuitive. It proved to be quite complicated. For managers, the program has facilitated reporting and streamlined team tracking. Read full review ScreenShots