About Company

Daylite is a customer relationship management software that helps manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can

Pricing of Daylite

Daylite

USD 42

/User/Month

USD 35

/User/Month

  • Keep track of client emails
  • calls
  • notes
  • appointments & follow-ups
  • Create custom lists for targeted reach-outs
  • Track deals with custom pipelines
  • Collaborate on projects and tasks as a team
  • Control permissions and privacy settings
  • Work offline on Mac
  • iPhone and iPad
  • Keep track of client emails
  • calls
  • notes
  • appointments & follow-ups
  • Create custom lists for targeted reach-outs
  • Track deals with custom pipelines
  • Collaborate on projects and tasks as a team
  • Control permissions and privacy settings

Key Features of Daylite

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Daylite

SMEs
SMEs

Company Details

  • Company Name: Daylite
  • Headquarter: Markham, Ontario Canada
  • Website: Visit Website
  • Social Media:

Description

Daylite Video

Daylite Complete CRM Software Comparisons

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Daylite Screenshots

User Reviews Review Write a Review

quote
An awesome calendar software with top notch management of contact resources.

PROS & CONS

What are the best aspects of this product?

Even if Daylite can easily be implemented in the initial going (as you move to the work environment), it can easily be customized. Being able to create new tasks and recurring events makes it all the more indispensable to how our law firm functions. It's a great thing to have. Inside and out, it's 5 stars!

What aspects are problematic or could work better?

Even if it's not a problem seen in our practice, I'm still not sure if Daylite has a certain feature. By that, I mean giving the user a chance to import contacts from a CRM provider. If the option happens to not be available, this could trigger an issue if your office happens to be switching from another provider to Daylite.

What specific problems in your company were solved by this product?

We can precise tracking the ROI in terms of business development, marketing, referral tracking, and marketing through Daylite. With the software that lets the user connect to people, tasks, and projects, it makes our firm efficient in tracking new generated referrals. It also monitors new matters as a result of our last marketing activities nas calendar features that can be customized.

Are you a current user of this product?

Yes

JE
- Jessie
Reviewed at 13/08/2021
Source: financesonline.com
quote
Great in business process management.

PROS & CONS

What are the best aspects of this product?

It provides an excellent overview of projects. It's simple to use. You have the ability to integrate it with e-mails and calendar. You can even attach essential docs. You have a ton of choice in customize its functionality to meet your needs.

What aspects are problematic or could work better?

It'll take some moments to kickstart things. But eventually, you'll get the hang of it.

What specific problems in your company were solved by this product?

Unavailable

Are you a current user of this product?

Yes

ME
- Meredith
Reviewed at 29/06/2021
Source: financesonline.com
quote
It works wonderfully for iOS and Mac in terms of class business management.

PROS & CONS

What are the best aspects of this product?

Its got a beautiful and working UI. Ever since it ran natively, Daylite is right there at home for both iOS and Mac systems. I love the fact that contacts and calendars can be integrated seamlessly with Calendar and Contacts apps. Its integration can go further with with almost any app for both iOS and Mac. Daylite comes bundled with its jaw-dropping Daylite Mail Assistant in bridging macOS Mail.

What aspects are problematic or could work better?

It'd be cool if there are ways in automating Daylite without asking help from a developer in writing customized code. Even if its calendar system is deemed capable, it has zero integration with third party schedule systems.

What specific problems in your company were solved by this product?

I'm making use of Daylite in tracking my contacts and business-related tasks, opportunities, and projects. Getting all these in one place as well as easy accessibility proves to be of great value. Classifying contacts via keywords and categories makes it easy to spot the required data. It ensures I'm able to follow up on things regularly for boh clients and prospects.

Are you a current user of this product?

Yes

KE
- Ken
Reviewed at 30/03/2021
Source: financesonline.com
quote
User-friendly for Mac users!

PROS & CONS

What are the best aspects of this product?

Obviously, the great thing with this app is that I'm able to get down to work on my MacBook Air. It's often challenging (and even frustrattin) since there are so many things not given to Mac users. But Daylite is an exception here. Making use of Daylite for my day-to-day tasks helps me keep things organized. It's user-friendly and very intuitive.

What aspects are problematic or could work better?

I hate the fact that we wound up using it only for several months. I have no clue why my company decided to cut ties with Daylite. We were tasked to download another program instead. So that could be the main reason why. In my opinion, I like Daylite a whole lot better.

What specific problems in your company were solved by this product?

It solved a lot of issues. It's one thing that I didn't expect with Daylite. Its Mac support is tremendous. With issues it's able to resolve in business, productivity has increased and little time is lost in keeping things organized.

Are you a current user of this product?

Yes

JE
- Jessica
Reviewed at 29/01/2021
Source: financesonline.com
quote
An awesome calendar software with top notch management of contact resources.

PROS & CONS

What are the best aspects of this product?

Even if Daylite can easily be implemented in the initial going (as you move to the work environment), it can easily be customized. Being able to create new tasks and recurring events makes it all the more indispensable to how our law firm functions. It's a great thing to have. Inside and out, it's 5 stars!

What aspects are problematic or could work better?

Even if it's not a problem seen in our practice, I'm still not sure if Daylite has a certain feature. By that, I mean giving the user a chance to import contacts from a CRM provider. If the option happens to not be available, this could trigger an issue if your office happens to be switching from another provider to Daylite.

What specific problems in your company were solved by this product?

We can precise tracking the ROI in terms of business development, marketing, referral tracking, and marketing through Daylite. With the software that lets the user connect to people, tasks, and projects, it makes our firm efficient in tracking new generated referrals. It also monitors new matters as a result of our last marketing activities nas calendar features that can be customized.

Are you a current user of this product?

Yes

JE
- Jessie
Reviewed at 23/09/2019
Source: financesonline.com

Read More Reviews

FAQ's

Daylite has 1 plans,

  • Daylite USD 42 /User/Month

Daylite is the CRM Software Used for the below functionalities

Top 5 Daylite features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Daylite provides Online (Ticket) support.

Daylite is not allowing Free Trial.