Why You Chose Daylite In 2022

I love that to start, there’s an outstanding amount of customer resources to help with troubleshooting and exploring features that are simple, intuitive, and informative. Beyond that, they also make it incredibly easy to contact their customer support team if you experience problems or if you have any questions regarding their platform. Every time I’ve reached out via email, I get a response within minutes, and the problem is typically resolved just as quickly. In the rare instance that a potential product improvement is uncovered, their support team is careful to listen and understand our concerns or suggestions so that they can provide the full context of our pain point to their development team. I continue to be impressed by this team from all the improvements they’ve made to both improving performance and query load speed times, to come up with new features that have allowed us to be more productive and effective as an organization.

In the past, I’ve used Salesforce and in my experience, whether it was Salesforce Classic or Lightning, it always felt notoriously slow, cumbersome, and needly complex to perform simple functions and the customer service experience was always “meh.” You might get to the solution you need, but you were never really crazy about it, and if you wanted to make a feature recommendation you never really felt confident that it was actually going to go somewhere.

It’s surprisingly powerful. The interface which appears in Apple mail is extremely useful and means that relevant contacts etc are imported in one click – after initial setup.

Daylite has great linkability, allowing for building a robust overview of a client and all my business activity.

Daylite accomplishes what no other program that I have used can. It synchronizes all aspects of our communication, tasks, appointments, email, etc with each business opportunity. It links each email, text, letter, document, contact, and employee, related to those opportunities so that all members of my team are able to work together at bringing each sales opportunity to a satisfactory close. And, the program is totally customizable to fit any organization in any industry.

What do you dislike about Daylite?

There’s not much I can think of. I don’t believe that there’s a feature to send mass emails through them, but it’s never something we’ve explored since we’ve always been comfortable exporting contact lists to Mailchimp to send out campaigns, and there isn’t a feature to directly create or log calls or invite someone else such as a sales manager to be able to sit in on the call in the background to provide feedback. Our organization logs call notes manually and work in pairs when having calls with a customer/client which allows us to always have one person typing up notes. If you’re looking for a CRM that has more features to simplify that type of sales/outreach experience, then this may not be the best fit.

It’s complicated in its capability which means that “how to set it up” for your context and type of business is unknown. I’d love to see use cases where one could select from a bunch of diverse statements those that closely resemble one’s own biz context so a set of “set up settings” can be implemented from the get go so it’s easier and more value adding from the get go.

The UI is tired and needs updating to modern standards. They need to adopt a more ‘Kaizen’ approach to reducing the number of clicks to create links and relationships.

I can’t think of anything about this program that I dislike.

What problems is Daylite solving and how is that benefiting you?

As a whole we use Daylite as our primary CRM to track and log customer/client relationships, explore and identify new opportunities, and uncover trends in our data.

It’s enabling me to get sight of all Comms and related activities etc.

Appointment and task tracking are extremely useful when linking to projects and opportunities

Daylite automatically generates tasks and appointments for all team members so that we are able to manage and track many transactions without any opportunities falling through the cracks. We are in the mortgage banking industry and are dealing with many consumers. It is easy to lose track of your client needs due to the shear number of people requesting assistance. Daylite prevents this from happening.

Features

MAC CRM FEATURES

• Campaign Management
• For Mac Devices
• Mobile Access
• Contact Management
• Calendar Management
• Task Management
• Document Management
• Interaction Tracking
• Lead Management
• Email Management
• Lead Qualification
• Sales Pipeline Management
• Quotes/Estimates
• Marketing Automation
• Reporting/Analytics
• Email Marketing
• Referral Tracking
• Third-Party Integration

Pros

“Familiar with CRM for large corporate accounts, I wanted that same functionality in an affordable Mac-based small business solution. Thirteen years later, I am still a huge fan of Daylite.”

“Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive – Daylite is a pleasure to use.”

“Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.”

“Love the ability to track clients, projects, and opportunities on all platforms.”

Cons

“We moved from our own server to cloud, worst move ever.”

“This is where the problems started, as we would create “Appointments” in the calendar for time spent on a project, then manually tally everything up at the end of the month. Talk about a royal pain.”

“Overall the fact that it was limited to only Apple products and was difficult to onboard new employees ultimately led us to stop using it.”

“Quite a few things are clunky, or an option can be missing.”

Pricing

Starting From: 

$39.99 /month

Pricing Model: Per User

Yes, has free trial

Yes, has free version

PRICING DETAILS (Provided by Vendor):

Daylite is available as a monthly or annual subscription. Pricing varies depends on regions, for more info about Daylite pricing, visit https://www.marketcircle.com/pricing/ Includes free 14-day trial with unlimited features.