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.
TeamGantt is wonderful for organizing long and short term projects that have lots of tasks and or people involved. I love that it's "in the cloud" so I can manage no matter where I am or what device I'm using. There is a mobile app that is quite easy to use and sized nicely for people who have trouble reading small/fine print. I find it to be a well-suited tool for ongoing projects where the tasks change weekly - I use it for my newsletter planning. You can assign and label tasks which is super convenient for me and my Team. All through the week we are making changes and suggestions in TeamGantt and as we get closer to publication day we mark the stories and objects as done so we know we will finish everything before our deadline.
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.
In TeamGantt, clients can remark on any undertaking and keep their visits inside the errands.
Reports can likewise be connected to any undertaking. Clients can channel the errands by the due date and what their identity is relegated to, and they can change over Gantt graphs into PDFs.
The arrangement is accessible for each client each month's membership premise and offers support using telephone and email.
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.
I never interacted with them. That, in itself, I feel represents their quality. They made the resources available to me so that when I started to have a question, the answer was either right there for me, or easy to figure out without any trouble. So, I never felt the need!
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.
Our team uses ClickUp for task management. ClickUp has a Gantt chart feature, but it's based solely on the tasks we create in ClickUp, so in order to create a client-facing chart, we'd have to completely change the way we assign tasks to our internal team. We use TeamGantt for the sole purpose of creating project plans and viewing project statuses at-a-glance. You might be able to use it for task management, but we don't.
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.
