What users are saying about
34 Ratings
34 Ratings
34 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9 out of 100
34 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9 out of 100

Feature Set Ratings

    Sales Force Automation

    9.3

    Daylite

    93%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 4/4 features

    Customer data management / contact management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    9.0

    Daylite

    90%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 1/1 features

    Lead management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    8.0

    Daylite

    80%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 1/1 features

    Task management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.0

    Daylite

    90%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 1/1 features

    Pipeline visualization

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Customization

    8.5

    Daylite

    85%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 2/2 features

    Custom fields

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Custom objects

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Platform

    10.0

    Daylite

    100%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Security

    9.0

    Daylite

    90%

    Plutio

    Feature Set Not Supported
    N/A
    Daylite ranks higher in 1/1 features

    Role-based user permissions

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Project Management

    Daylite

    Feature Set Not Supported
    N/A
    7.5

    Plutio

    75%
    Plutio ranks higher in 14/14 features

    Task Management

    N/A
    0 Ratings
    8.0
    80%
    11 Ratings

    Resource Management

    N/A
    0 Ratings
    7.5
    75%
    8 Ratings

    Gantt Charts

    N/A
    0 Ratings
    6.1
    61%
    3 Ratings

    Scheduling

    N/A
    0 Ratings
    6.1
    61%
    7 Ratings

    Workflow Automation

    N/A
    0 Ratings
    7.0
    70%
    5 Ratings

    Team Collaboration

    N/A
    0 Ratings
    7.9
    79%
    10 Ratings

    Support for Agile Methodology

    N/A
    0 Ratings
    5.1
    51%
    4 Ratings

    Support for Waterfall Methodology

    N/A
    0 Ratings
    8.5
    85%
    2 Ratings

    Document Management

    N/A
    0 Ratings
    8.0
    80%
    9 Ratings

    Email integration

    N/A
    0 Ratings
    8.0
    80%
    8 Ratings

    Mobile Access

    N/A
    0 Ratings
    7.5
    75%
    9 Ratings

    Timesheet Tracking

    N/A
    0 Ratings
    7.3
    73%
    6 Ratings

    Change request and Case Management

    N/A
    0 Ratings
    9.2
    92%
    5 Ratings

    Budget and Expense Management

    N/A
    0 Ratings
    9.5
    95%
    3 Ratings

    Professional Services Automation

    Daylite

    Feature Set Not Supported
    N/A
    7.1

    Plutio

    71%
    Plutio ranks higher in 4/4 features

    Quotes/estimates

    N/A
    0 Ratings
    7.1
    71%
    7 Ratings

    Invoicing

    N/A
    0 Ratings
    8.5
    85%
    10 Ratings

    Project & financial reporting

    N/A
    0 Ratings
    7.3
    73%
    5 Ratings

    Integration with accounting software

    N/A
    0 Ratings
    5.5
    55%
    3 Ratings

    Attribute Ratings

    • Daylite is rated higher in 1 area: Usability
    • Daylite and Plutio are tied in 2 areas: Likelihood to Recommend, Support Rating

    Likelihood to Recommend

    9.1

    Daylite

    91%
    10 Ratings
    9.1

    Plutio

    91%
    11 Ratings

    Usability

    10.0

    Daylite

    100%
    1 Rating
    8.0

    Plutio

    80%
    1 Rating

    Support Rating

    10.0

    Daylite

    100%
    1 Rating
    10.0

    Plutio

    100%
    13 Ratings

    Likelihood to Recommend

    Daylite

    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

    Plutio

    Plutio is great for the individual who is constantly on the go, managing a wealth of online information and projects. I can see those who work in education, such as administration, or technology coaches/teacher coaches using a platform like this to stay organized. Freelance or consultants would also benefit as it can manage your digital self.
    Read full review

    Pros

    Daylite

    • 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

    Plutio

    • Task management is excellent. It can be broken down into so many levels and makes it easy to keep track of what needs to be done.
    • The ability to customize your method of using it is key. Setting it up to both look and work in a way that fits your company and employees is very important and Plutio does this very well.
    Read full review

    Cons

    Daylite

    • 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

    Plutio

    • The design of the invoices, when I used it, was not as sleek as I would have wanted it to be. There wasn't a proper template that I could use.
    • Similar to the design of the invoice, there wasn't a proper email template I could use.
    • The app itself didn't seem to be very secure, when I used it, it seemed to be buggy/clunky in some areas, not updating properly, etc.
    • When I used this, there wasn't a professional-looking contract, and there was no auto sending of the contract once an action was taken by a client, such as payment. It didn't make for a smooth enough workflow for me.
    Read full review

    Pricing Details

    Daylite

    Starting Price

    $39 per month per seat

    Editions & Modules

    Daylite editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      Additional Details

      Plutio

      Starting Price

      Editions & Modules

      Plutio editions and modules pricing
      EditionModules

      Footnotes

        Offerings

        Free Trial
        Free/Freemium Version
        Premium Consulting/Integration Services

        Entry-level set up fee?

        No setup fee

        Additional Details

        Usability

        Daylite

        Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
        Read full review

        Plutio

        The GUI is not always so intuitive for non IT people, like some customers. The GUI is still being developed constantly. Leo is very committed to taking this platform forward and making it more and more professional
        Read full review

        Support Rating

        Daylite

        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

        Plutio

        I have only needed to reach out for support once and got a quick response. There was an issue with the Mac app, but I knew it was in beta. Leo, the owner, was quick to reply thanking me for letting him know about the issue, that the Mac app is still in beta, and that I can use the web version in the meantime until the bug was fixed.
        Read full review

        Alternatives Considered

        Daylite

        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

        Plutio

        I have tried Suite Dash, Agiled, FlowLu throughout the process of finding a tool that fits our business the best. Plutio was the easiest to deploy and use by far. The other systems had more features and capability but was pretty difficult to learn how to use and set up. We were up and running with Plutio in a matter of hours with a business process, rather than a spreadsheet and an independent proposal and invoicing process.
        Read full review

        Return on Investment

        Daylite

        • 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

        Plutio

        • This has afforded my colleague and I a place to stay organized and keep track of projects we are working on without losing documents.
        • We have been able to hold each other accountable on tasks we are working on and delegate projects.
        • This has sped up our time in gathering everything we need when meeting or running a show.
        Read full review

        Screenshots

        Add comparison