Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$39
per month per seat
ProjectManager.com
Score 8.3 out of 10
N/A
ProjectManager.com is a cloud-based project management software. Features include free file storage, client logins, unlimited projects and integration with Google Apps, Microsoft Word, Excel and Project.
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.
Because I work with many people for whom Project Management is new, I wanted to use software that was user-friendly, fairly intuitive, and not filled with jargon. I like the fact I can use existing templates that (mostly) work for our needs, and I look forward to more things being added. They say support is 72 hours, but I’ve never waited for more than a few.
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.
Creating the schedule is probably the most "difficult" function to get used to. Linking each scope to one another and using different dates for each day can get a little confusing as it is relatively easy to break the links if you were to change the dates. If you have a schedule for a job that is 2 months long; if you revise your schedule to include a date change, if the link is broken it will not update the rest of the dates and remaining scopes. So you would have to figure out where the link has been broken within the schedule, or go through and change the remaining dates by hand.
ProjectManager.com had the full range of features that I needed to manage my projects effectively, but as a regular line manager (rather than a designated project manager) I personally don't think I actually need so many features. I could manage my own projects with a simpler product, so I would probably opt for a free or cheaper alternative in future. That's not a criticism of the product at all, just that it had more than I needed.
At first, the range of features can be a little overwhelming, particularly for users with more limited project management experience. However, there is good support information provided on how to use each different feature, so with a bit of care and attention a user should find it easy to learn how to use the software.
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.
ProjectManager.com is less pricey and has all the features of all the other software, some of which are even better. In general, I like the interface and user experience of the product and it is really appealing to use. Easy to learn, fosters collaboration, and improves team communication.
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.
