Daylite vs. Thryv vs. vcita

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

What I have found to be the most critical for my business as a customer of Thryv is the ability to provide an invoice and accept payment with direct linking to my bank account. This has had a dramatic positive impact on my cash flow.

Incentivized

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• 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

• Customer service is FANTASTIC!
• Put regularly used and needed tasks under one umbrella.
• Makes it easy to schedule and post to Social Media

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• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

Incentivized

• 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

• Offer an automated rewards program for my customer based on their spending and their referrals.
• Since I use Shopify and they host me it would be nice to get a financial break for not using that part of the package.
• Maybe providing apps.

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• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

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While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

It is very easy to use and the features are great for the ones we utilize. If you have any issues at all, customer service or our sales rep is great to work with and fixes what issues I have. They are always willing to help out and to follow up to make sure you don't have any more issues.

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

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It's been great for us and we have not had any major issues with accessing Daylite when needed

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I have not noticed any loading or performance issues specifically with Daylite

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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!

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Although getting through to the right person may take a while, they have the ability to take over your screen and always assist with whatever you need.

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I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

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I was not involved

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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.

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Let's say use this software because it gives a lot of benefits to the company and we no other software use do not.

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

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Was not involved

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Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

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We did not use professional services

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• 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.

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• Increased Social Media Presence has kept us in touch with clients
• I believe our overall package has resulted in increased web traffic. More clients are finding us through social media and web searches than any other year before.

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• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

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