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.
ZilicusPM is suited for any business that has difficulty managing and keeping track of office related work as well as project management. Its an efficient way to manage just about anything necessary. It is well-suited for our office, as structural/civil engineers - we are able to keep track of our projects as well as office/human resources related work.
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.
ZilicusPM is great for an office regarding meetings and site visits. It's hard to keep track manually of where everyone is at. By sharing our calendars through ZilicusPM, we are able to access where someone is within a few seconds!! It is very convenient and less of a hassle.
This a great tool to use to manage all documents that enter in and out of our office for certain projects. It is hard to keep track of everything through our office, so this programs helps us manage things very efficiently.
This is great for prioritizing! I know many people in our office have an issue to do so. With the Project Issue Management feature, we are able to do this more effectively without causing any stress to our employees!
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.
The only thing I would suggest that needs room for improvement is that you should break down Zilicus PM into different sectors. What I mean by this is that you branch off this program into different areas of expertise like accounting, engineering, etc. Every business is managed differently, so other options should be provided to accommodate each field.
Other than that, I am very pleased with this program. It was WELL worth the investment. Saving a lot of time and money spent per worker by using this!
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 have used Microsoft Project for years. We loved it until we found ZilicusPM. ZilicusPM is more efficient and directive in our field. Microsoft Project does not provide as many features as ZilicusPM does. I am extremely grateful for having found ZilicusPM. It was recommended to us by an architectural firm that swore by this 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.
A positive impact that ZilicusPM has made is we are able to work more efficiently and prioritize what needs to be sent out, what invoices need to be sent out to clients, where are project engineers at certain time of day, etc.
We also have a higher ROI. I am able to manage what invoices need to be sent out without having to track people down for a summary of the work , which is extremely time consuming. I am able to get more invoices out while returning a higher investment for the company.
A negative impact it has made is we had to hire someone to manage this software entirely. It is very time-consuming for myself to manage and make sure everything is entered in correctly. We hired someone who is familiar with ZilicusPM and is able to certify all work.
