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The linking of all data in Daylite is easy to do and extremely valuable. It is easy to do, populate and manipulate. Daylite allows editing of the linked relationships to cater to your needs, too. Making these changes is intuitive which make is more likely that employees will actually use this feature, and the results are very useful. Review collected by and hosted on G2.com.
I don't like not being able to see all user calendars in the mobile version. I can each separately, which is good, but for scheduling on the fly, it would be nice to see every (or multiple) users' calendar. Review collected by and hosted on G2.com.
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Daylite is an excellent CRM framework that incorporates shared control of programmes, activities, contacts and schedules. Nearly all fields can be personalised to help efficiently scan data and create intelligent lists. I believe Daylite's connecting capabilities are one of the outstanding features. After using this feature, my workflow has improved dramatically! You can connect any project, touch, meeting, etc. between portals, so that you can easily incorporate views of the day. Review collected by and hosted on G2.com.
The first challenge as a first time user was to navigate through Daylite. One example among the others is the Smart List feature of Daylite. At first, it seemed so easy to create a clever list, but soon I realised it would be burdensome. Review collected by and hosted on G2.com.
Daylite let’s us service our clients superbly with a minimum of manual work from anywhere. The whole team can do and see everything. Calls, emails, letters, all linked automatically! Workflow, pipeline, reporting, all sorted. Integration with phones and bulk email system makes commas a breeze. The ability to link any piece of data to anything is invaluable. We run with half the number of admin staff to similar firms we know who have a smaller client bank.it is integrated with A system that lets clients book appointments, Direct Mail, our phones and of course Mac mail. Review collected by and hosted on G2.com.
Seriously, nothing to dislike. With the plug-ins it does everything. Review collected by and hosted on G2.com.
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I like Daylite for its various functions and its ease of use, I can manage tasks and projects, emails and important files, so I can work with ease, also if I have any problems or doubts, the support usually solves any type of problem quickly. Review collected by and hosted on G2.com.
I would like them to improve their interface a bit to make it more accessible in some functions. Review collected by and hosted on G2.com.
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It has opened new manners for me to dispose of my enormous workload and Daylite has been my light in the Darkness and helped me much in organising my everyday tasks. I do my work with great ease across this platform and have had a huge effect on both sales and IT department. I can now tackle any project and have a discussion with my team. In this aspect, it provides me with effective reporting. Review collected by and hosted on G2.com.
The price policy must generally be updated in a most economical manner without the necessary characteristics that are undoubtedly expensive for small businesses. Review collected by and hosted on G2.com.
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Easily manage tasks, contacts and projects from email - no copy-pasting, just simple, intuitive tags. Review collected by and hosted on G2.com.
Only compatible on a Mac (although there are many ways to receive info on a PC) Review collected by and hosted on G2.com.
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It really works just fantastically to deal with seamlessly and without being forced to recall all my client contact info - emails, telephone calls and also SMS. You are able to deal with a lot throughout the mail interface, and also the app itself could navigate all documents, notes, tasks, email, etc. Its reporting engine is also really unique, so you are able to develop complex reports with really useful info about client acquisitions as well as projects. Review collected by and hosted on G2.com.
The application works fantastic, the function is enhanced by 3rd party plugins as well as assistance is great. Review collected by and hosted on G2.com.
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I have been using Daylite now for several years. Although it is not web based, it makes up for this with the very high level of integration particularly with Mail. Whenever clients see me using the product they always ask what it is and comment on how seamless it looks.
I also use a number of the plugins which further help integrate the product into my business life. In short, I couldn't do what I do without Daylite. Review collected by and hosted on G2.com.
It would be nice if there was a web interface but the iPad and iOS integration using the apps overcome most of this shortfall. Review collected by and hosted on G2.com.
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It just works brilliantly, managing all my customer contact communications - emails, phone calls and SMS - seamlessly without having to remember to do so. It just works! You can manage so much via the interface in Mail, and the app itself keeps all documents, emails, tasks, notes etc in an easy to navigate format. The reporting engine is really cool too, allowing you to build complex reports giving you really useful data on customer acquisition and projects. Review collected by and hosted on G2.com.
Very little! The app works great, there's 3rd party plugins to extend functionality and the support is great too. Review collected by and hosted on G2.com.
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- full integration of all details: to dos, names, contact information, projects
- it works!
- integration of a number of additional features
- history in the contacts Review collected by and hosted on G2.com.
- that you cannot brint out a project or to do list for use in meetings - that is really sad
- that you cannot assign tasks to people that are not Daylite users - too proprietary - so need for work arounds Review collected by and hosted on G2.com.