Amazing Organizer, Planner, and Collaboration Tool!
October 12, 2021

Amazing Organizer, Planner, and Collaboration Tool!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Daylite

Daylite is used by the project management, billing and sales departments. We use Daylite to track and monitor client accounts, communications, sale opportunities and overall contact information. Daylite addresses the problem of organizing client information and communications when there are several people who need to contact clients and coordinate their communications with other teams. Daylite helps us keep track of emails sent between the client. It is also our "contact book" that has all the clients contact info and any special notes that would be helpful for other team members to know. Daylite also helps us track sales opportunities and what packages and services different clients have ben sold on or if they aren't interested in something we've already talked to them about. Overall, Daylite keeps us organized as a team!
  • 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.
  • Daylite doesn't let you connect to every email option. Last time we checked it wouldn't let us integrate with G-mail (which is widely used), so we have to use the Apple mail through G-mail so we can link Daylite to our emails. It's not a big deal, but could be improved.
  • Daylite has templated fields for adding contact information, while it gives you a lot of options, it doesn't let you edit all of the field choices. So if you want to have a field with a specific date, you can't change the name of the field to say "start date" it will just be "date" or whatever it is preset to.
  • The lists and smart lists that Daylite lets you create are not as intuitive as they seem. They have been difficult to set up and edit and it's made it hard to create lists with specific clients that anyone can edit, it only lest the person that create it edit it.
  • Daylite has saved us hours of back and forth between teams because you can refer to a client account in Daylite and see al the most recent notes and emails.
  • One of our business objectives to be friends with our clients and Daylite helps us accomplish this because we can leave notes on an account with helpful info we have learned about a client and it helps the clients feel how we all know and care about them because we remember things they've told us!
  • Daylite helps us track our sales so we don't bug people over and over and so we can customize quotes for clients. This has helped us keep track of things and in teh end make more sales!

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?

I wasn't involved with the selection/purchase process

Did implementation of Daylite go as expected?

I wasn't involved with the implementation phase

Would you buy Daylite again?

Yes

Daylite is awesome if you have a lot of clients and you need to keep track of who is talking to them and who talked to them about what. It is awesome if you have several people who manage the project a different points because you can easily get caught up on a client account or pass it over to someone else. Our projects follow the common flow where the client first speaks with a sales rep then they are passed off to a project manager and the billing team and then when the project is complete, our help desk manages any communications. Daylite is amazing for helping all of our teams coordinate their efforts so the client has a smooth sailing experience.

Daylite Feature Ratings

Task Management
Not Rated
Resource Management
Not Rated
Gantt Charts
Not Rated
Scheduling
7
Workflow Automation
Not Rated
Team Collaboration
10
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
10
Mobile Access
5
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
10
Invoicing
9
Project & financial reporting
9
Integration with accounting software
7