Daylite Reviews & Product Details - Page 5

It works great and that's what matters, plus its user interface is great and I love it, and it works great on MacOS, being able to manage notes and projects in one place is the best. Review collected by and hosted on G2.com.

So far it has worked and fulfilled what it promises, I have not noticed anything serious so far, only that its integration is somewhat complex, I suggest you put instructions with more details in depth and that way it would be a little easier at first. Review collected by and hosted on G2.com.

it's designed to work in a MAC environment, which is rare; also, I can work offline Review collected by and hosted on G2.com.

It doesn't have financial management tools Review collected by and hosted on G2.com.

This tool is good and useful for its different functionalities such as fluid collaboration and other add-ons that help me more than expected, it works very well, its integration was very fast and easy, its interface is flexible and it has everything very organized, Daylite is really good and also reliable. Review collected by and hosted on G2.com.

sometimes it tends to be slow and not so fluid, but it is nothing serious. Review collected by and hosted on G2.com.

I like the customization and it keeps everything in one place, it's a great app for managing tasks and projects effectively, its interface is flexible and intuitive, and the iPad and iPhone integration is great. Review collected by and hosted on G2.com.

Sometimes I have problems for appointment reminders, it does not notify me in time, it is also difficult to customize, but it is only details that I know will be fixed. Review collected by and hosted on G2.com.

Daylite is an excellent, highly customizable CRM program that allows me to organize and monitor my business operations in real time. Critical information such as staff schedules, payroll, patient and supplier contact information can be recorded and shared in a very secure manner. Users may access their accounts on multiple MAC and iOS devices without having to repeatedly log in and out while maintaining a high degree of security. Review collected by and hosted on G2.com.

I'd like to see a web-accessible version of Daylite for those occasions when we simply can't get to a MAC or iOS device or need to share information with (non-Apple based) third parties.

Also, I'd like to see a low-cost "limited use" license for staff who don't need access to the full functionality of Daylite. Review collected by and hosted on G2.com.

I have been using Daylite to run my business and manage my account for a couple of decades and have found the CSR support to always exceed expectations. Yes there are some very occasional glitches (what software doesn't), however in each and every rare situation the support group at Daylite have been there right away, no delay, no press one, then 2, someone will call you back etc... personal and professional. The solution itself allows me to never lose sight of anyone or anything.. and I would be pleased to provide a personal recommendation to anyone. Review collected by and hosted on G2.com.

none that i can think of.. other than if i ever wanted to move from Apple to Android... they do not have a solution yet. Review collected by and hosted on G2.com.

The power of the Daylite Mail Assistant is invaluable to my company. I run a Music agent and each artist is their own project. Each project is then filled with numerous appointments for their shows and tours. DMA allows me to always make sure that every email gets correctly assigned to the right appointment and project. This saves me hours of time later when I have to quickly recall the previous communications on a specific event. Review collected by and hosted on G2.com.

The inability to create a pipeline from an appointment is annoying but not a dealbreaker. It is possible within a project but in my business we really need the pipeline facility within appointments. It means I have to use a combination of Daylite and Airtable. If Daylite could provide the same facility in appointments I could focus solely on Daylite for everything. Review collected by and hosted on G2.com.

Intentionally planning the week with activity sets that block-out time in my calendar

Unlimited book of contacts, companies and roles and interactions that each has

Scheduling team deliverables that maximises team effectiveness

Recording how I invest my time in my calendar that's linked to projects, tasks, opportunities, contacts

Tracking and reporting on time spent on projects

Clearing Inbox to Zero with Daylite mail

First class integration with Apple mail, contacts and calendars

iPhone app is excellent - I also use this every day

Automatically recording & linking incoming calls to contacts with notes on MacBook Pro & iPhone

Sending standard emails with my customised email and letter templates

Focussing on what matters most with Worklist

Automating email blasts, meetings, new leads with Zapier integration

Create opportunity estimates that can be added as an Invoice in Xero

Create linked project from an opportunity

Pipelines to automate creating and planning opportunities and projects

Segmenting, dicing and slicing information that is meaningful with smart lists and keywords

Being able to link anything in Daylite with something else or create a follow up call or task or appointment with a click

Marketcircle support is A+ and friendly

Webinars and YouTube channel has great practical small business workflow tips

Has been my trusted business application since 2011 Review collected by and hosted on G2.com.

Not everyone in the world uses a Mac

Support times could be expanded to cater for global market Review collected by and hosted on G2.com.

My husband and I have our own medical sales business with dozens of lines of opportunities and multiple contacts and data points within each of those opportunities. It's enough to make a person crazy. Daylite allows us to keep every little detail organized and in one place. Easy to maneuver, search, manipulate for our reports, etc, etc. Love the connection to AppleMail. Super user friendly and any time I've had to reach out to customer service, it's been fantastic. Happy users for 8+ years now. Review collected by and hosted on G2.com.

The only small thing I can think of right now, I wish I could click on multiple emails at one time in Applemail and connect them all at once to an opportunity/appointment/person, instead of having the click on each email individually. Review collected by and hosted on G2.com.

What I like the most is its great capacity and ability to manage tasks and projects integrated with IOS email, it really is a good product, I can integrate data with calendars and billing system to allow a more efficient flow of information and keep records insurance. Review collected by and hosted on G2.com.

So far everything has gone very well, but its web interface seems outdated to me. Review collected by and hosted on G2.com.