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 Scoro would be ideal for a larger business who is truly interested in developing a stronger and more efficient workflow. I honestly would have recommended it had it not been for the cost, the hidden fees, and the fact that I'd have to upgrade to an even more expensive plan if I wanted to get the most of the program for our level. We only needed one item, so would have ended up paying much more to not use a great deal of additional features. So, if you want to increase your workflow and have the funds, use them - absolutely. You will not regret it. But I cannot recommend it to someone who is on a tight budget
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 Great interface and user experience Fast, informative and compact platform Great invoicing and reminders system 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 Cost. I ended up not recommending this product simply because of the cost alone. There are hidden costs you will not know about until it is too late. Their pricing model is geared for bigger businesses, and can cripple smaller ones. The pricing is by user. If you get the most basic of plans (with a 900 onboarding charge), you will realize that all the things you actually need to make the program effective are on the next tier up... Quickbooks. At the time I was exploring this, Quickbooks was not very well integrated. If you wanted to include billing (which they do show promise for), then you will have issues here. 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 We prefer Scoro as it's faster and easier to use and learn. Also the fee structure makes a lot of sense for a smaller company.
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 Scoro could have had a wonderful impact on the workflow of the business. It allows for integrations most programs don't, including accounting and time tracking, and could have easily eliminated the need for an FTE through the streamlining of tasks alone. If we had implemented this program, we would have saved time, but all of the gains would have gone to pay for Scoro. It would not have balanced out, especially if they ever were to raise their rates. Read full review ScreenShots