Sophisticated tool with all powerful features for managing customer relation
May 21, 2021

Sophisticated tool with all powerful features for managing customer relation

Sofia Martinez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Daylite

[Daylite] is
multi-tasking application which also allows me to manage my projects I can
easily design the quotations and optimize the estimation. Now it is convenient
for me to track back any certain process. Daylite has also helped me in
document management. This tool has affected every aspect of my sales and
marketing. It is a blessing application for our finance department.
  • Now I can easily process my emails, I can store them even I can pin them and make a sticky note so that whenever I have a meeting I can better assist the client.
  • This tool provides me numerous integrations to associate with Mac.
  • It is very easy to customize as I have customized the notification and alerts.
  • Its economic plans lack a few important features due to which small organizations cannot afford it.
  • Another difficulty is that it is found to be difficult in installing.
  • It cannot be configured easily like other products. Its limited integration is found to be problematic.
  • Building strong relations.
  • They should focus on their packages and features including.
  • Support is efficient.
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.

Do you think Daylite delivers good value for the price?

Yes

Are you happy with Daylite's feature set?

Yes

Did Daylite live up to sales and marketing promises?

Yes

Did implementation of Daylite go as expected?

Yes

Would you buy Daylite again?

Yes

If you are
looking for reliable solutions in managing customer relations effectively then
I suggest you have it. It will give you the best window solutions for handling
marketing too. You need not look at any other tool for detailed reporting after
having this. It is a trustworthy platform that is managing our relations with our clients and creating a strong knot between us.

Daylite Feature Ratings

Task Management
9
Resource Management
8
Gantt Charts
9
Scheduling
10
Workflow Automation
8
Team Collaboration
9
Support for Agile Methodology
8
Support for Waterfall Methodology
8
Document Management
10
Email integration
8
Mobile Access
9
Timesheet Tracking
7
Change request and Case Management
8
Budget and Expense Management
8
Quotes/estimates
8
Invoicing
10
Project & financial reporting
8
Integration with accounting software
8