Daylite vs. RationalPlan

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

Appropriate as a great alternative to MS Project. RationalPlan provides most of the features needed to develop and maintain mid-level complex schedules. Less Appropriate for large complex schedules of long duration. These can be a challenge due to Duration at top-level. It is also a challenge to generate reports for management - reporting feature is limited.

• 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

• Portfolio view is great to get a feel for how your programme is running at a glance and which areas possibly might require attention. The fact that you can customise your view by adding your own columns is another plus.
• All project information in one tool is a big plus for me considering the amount of projects we run with. This really improves efficiency and saves me time. You have the ability to add documents to tasks, manage risks, email resources tasks due for projects they are assigned to(might need some refinement depending on your requirements), material db with costing etc.

• 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

• Milestones should be a primary option instead of 0h to create one.

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

I had to ask for support once and got a response immediately.

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

RationalPlan is cost-effective and allows most users to prepare and manage their schedule. The software lacks comprehensive reporting and duration changes at the top level of a project.

• 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

• Helps explain the target schedule and resource estimates for cost of the project

Incentivized