Daylite Reviews & Product Details - Page 16

It‘s smart and easy to use. Daylite helps to organize contacts easily and smart. Review collected by and hosted on G2.com.

iOS Version is not for full usage. No notices and no e-mail integration. Review collected by and hosted on G2.com.

i can tell my work colleagues easily within a schedule when and at which times I will be available at work Review collected by and hosted on G2.com.

its often disconnecting and asking for a new update Review collected by and hosted on G2.com.

Automatic email recording to a particular client and can track multiple opportunities and projects. Review collected by and hosted on G2.com.

Having to backspace to correct data entry on address pages if only a single letter has been mistyped. Review collected by and hosted on G2.com.

Does not require you to design the interface or programing Review collected by and hosted on G2.com.

To get the full advantage of this program you work with many layers. I feel like the help lacks clarity. I know that Marketcircle is working to try and correct this problem but there are consultants available who can help setting up the program to meet the users business needs. Review collected by and hosted on G2.com.

The UI is beautiful and functional and, since it's a native app, Daylite feels right at home on both Mac and iOS. I like that calendars and contacts can easily be integrated with the Contacts and Calendar apps (and anything that can access these databases) on both Mac and iOS. Daylite also has an amazing Daylite Mail Assistant (DMA) that bridges macOS Mail with Daylite. And I like that Daylite can be used offline. Review collected by and hosted on G2.com.

It would be nice to have more ways to automate Daylite without having to hire a developer to write some custom code. While Daylite's calendar system is very capable, it doesn't integrate with third-party schedule systems such as ScheduleOnce. Review collected by and hosted on G2.com.

While Daylite is quite simple to initially implement into your work environment, it is also highly customizable. The ability to create new sets of tasks and recurring events make it indispensable to the functioning of our law firm. Review collected by and hosted on G2.com.

While not an issue for our practice, I am not sure whether Daylite has a feature, which allows a user to import contacts from another CRM provider. If that option is not available, this could cause an issue if your office was to switch from another provider to Daylite. Review collected by and hosted on G2.com.

Great to manage lists, contacts, appointments, notes, projects, and groups. Can link people and items to each other which makes it easy to manage. Review collected by and hosted on G2.com.

It can be slow to load at times and the smart lists do not work as well when you add more parameters. Review collected by and hosted on G2.com.

There is so much to say about Daylite. It can handle so much information in many ways. You can have the added on ability to have Daylite linked to outgoing mail messages. This is very helpful in linking an email to a task or client to keep track of information. Our company operates its entire structure around Daylite5 (We know Daylite 6 is out but our computers would all have to be updated).

Benefits of the program:

Calendar - You can view your personal calendar and also select company calendar and select each individual person to add their appointments to your calendar. I personally view all the Manager appointments at clients homes as I am the Warehouse Manager making sure each job has the products they need.

Tasks

You can create a task and link it to clients or company's as appropriate. You can fill in time and date info. Can view ones that have been delegated to you, from you, completed or outstanding.

You can add clients, company's, projects, etc. Also, you have the ability to sub categorize a task into someones job such as Scheduling, Invoicing, Ordering, etc.

I use the program to link emails, view clients and their appointments, create a task for the client or company to RMA a product or wire count... Review collected by and hosted on G2.com.

There is nothing I would change as this program works flawlessly as it is. Review collected by and hosted on G2.com.

The sorting, appointments, notes, DMI with Mail, and keeping track of customers. Review collected by and hosted on G2.com.

Full information not available on iPhone about each customer Review collected by and hosted on G2.com.

The integration of of everything in one CRM - e-mail, Calendar, Contacts, Projects, Opportunities, even Time-Logging if you want it. Cross-topic linking means that all relevant information is reached within simple clicks. This enables all departments to work in one app and share calendars, resources, and contacts. Review collected by and hosted on G2.com.

Direct E-mail integration is only available with Apple's Mail - a channel for gmail and/or other apps would be great. And the Mail plugin is not easy to live with, automatic linking often doesn't make any sense, and it crashes regularly. Review collected by and hosted on G2.com.