Daylite vs. Salesboom

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

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.

• 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

• As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
• Customer support is great.
• The CRM gets updated quarterly without user intervention.

• 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

• The billing and invoicing needs a bit of improvement.
• We would like to see more ERP-like features.
• The customer self service portal needs improvement.

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

We have a dedicated account manager and support. Whenever we need help we get it.

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

Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.

• 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

• Less sales opportunities slip through the cracks.
• Reduces sales redundant tasks and saves time.
• Makes customers.