Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$20.83
per month billed yearly
vCita
Score 9.0 out of 10
N/A
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$29
per month
Pricing
Daylite
vCita
Editions & Modules
CRM
$20.83
per month billed yearly per user
CRM
$25
per month per user
Sales
$33.33
per month billed yearly per user
Projects
$33.33
per month billed yearly per user
Sales
$40
per month per user
Projects
$40
per month per user
Business
$45.83
per month billed yearly per user
Business
$55
per month per user
Essentials
$29
per month
Business
$59
per month
Platinum
$99
per month
Offerings
Pricing Offerings
Daylite
vCita
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Daylite
vCita
Features
Daylite
vCita
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Daylite
7.8
2 Ratings
0% above category average
vCita
8.8
5 Ratings
12% above category average
Customer data management / contact management
7.02 Ratings
9.55 Ratings
Workflow management
7.02 Ratings
8.04 Ratings
Opportunity management
8.02 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.01 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Daylite
9.0
1 Ratings
15% above category average
vCita
7.0
3 Ratings
10% below category average
Lead management
9.01 Ratings
00 Ratings
Email marketing
00 Ratings
7.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Daylite
8.0
1 Ratings
4% above category average
vCita
8.0
5 Ratings
4% above category average
Task management
8.01 Ratings
00 Ratings
Billing and invoicing management
00 Ratings
9.05 Ratings
Reporting
00 Ratings
7.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Daylite
9.0
1 Ratings
17% above category average
vCita
-
Ratings
Pipeline visualization
9.01 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Daylite
9.0
2 Ratings
16% above category average
vCita
6.8
7 Ratings
12% below category average
Custom fields
9.02 Ratings
6.67 Ratings
Custom objects
9.02 Ratings
00 Ratings
API for custom integration
00 Ratings
7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Daylite
7.0
2 Ratings
7% below category average
vCita
8.6
7 Ratings
13% above category average
Mobile access
7.02 Ratings
8.67 Ratings
Security
Comparison of Security features of Product A and Product B
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.
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.
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.
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.
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).
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.
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.
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.