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.
If you have more than 2 developers this thing is basically a requirement within github to manage sprints if you use agile methodology. Why use a different website entirely when you can run your entire board right from github itself? I've tried other solutions but basing everything on github issues makes it so no duplicate work has to take place. If the UX quirks and mobile were fixed this would be 10/10 for me! If you're only one or two devs on a team it may be overkill to use, but if you're going to scale it's better to put the process in early.
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.
ZenHub is one of the best GitHub repo-management software integrating the usage of work-boards and task management, with the ability to integrate several team members to the work table. This method makes the team more organized since everyone can keep track of their time and tasks of themselves and also others, so you can see how fast your teammates are working or if they need any help with something they're working on.
Support is good, but quite honestly, I haven't needed any support since 2015. As I remember, I was required to open a ticket and had to wait a few days for resolution. I give it a rating of 8 because of the lag in getting a solid resolution, but it was resolved adequately.
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.
I have used Workfront in the past, which in my experience, is best with a traditional waterfall methodology, similar to Microsoft Project and the other more traditional project management software projects. ZenHub is truly designed around the agile methodology. Other products that claim they are agile oriented seem to just be adjusting and tweaking their traditional product to include a few agile features.
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.
