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.
I don't know anything about pricing, but if Taskworld were an inexpensive choice I would say it works fairly well for small to mid-sized companies with complex workflows. It's great for managing tasks that move through multiple-stage pipelines that aren't necessarily linear. However, depending on the price it's not worth the spend for all the technical difficulties it brought. Our company was relatively small (60 employees) and yet we constantly faced "server issues" and bugs and even software-wide crashes that seriously impacted our ability to do business. If you choose to go with Taskworld, be sure you have a solid disaster-management plan in place just in case, because chances are you'll experience bugs on a weekly basis
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.
Task Management - It's super easy to track progress on Taskworld. If your team keeps up with it, you'll never wonder where in the project someone is, because it's marked.
Project checklists - Having these to organize out smaller portions of the tasks makes everything so much easier and helps keep track of progress.
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.
Taskworld crashed ALL THE TIME. It was so frustrating. You'd notice certain functions not working (like adding an additional location or reassigning a task) and then the whole thing would go down. We lost at least 3 individual business days due to Taskworld acting up.
We often requested features and bug fixes that took forever to be resolved. Taskworld staff was responsive, but issues took too long to resolve. As a small example, the GIF functionality of chat and task communication was down for weeks with no explanation.
Small glitches were frequent and obnoxious. We had to clear caches all the time in hopes that we'd be able to use Taskworld the way it was intended. There were many times employees didn't get notified of their "@ mentions" or weren't seeing notifications at all. It was a nightmare of death by a thousand cuts.
I can't say too much about the support we've gotten from Taskworld, because we haven't needed it. There haven't been any issues we've to have to reach out about because it works too well. Given the quality of the application, I'm sure the quality of the support follows.
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.
We used Basecamp very briefly before switching over to Taskworld. Basecamp wasn't nearly as dynamic as Taskworld and served more as a static archive than an active workflow software.
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.
