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Daylite

Composite Score

7.4 /10

CX Score

7.5 /10

42 Reviews Write a Review

What is Daylite?

Daylite helps you and your team to manage more clients, close more deals, and finish more projects. Daylite is available exclusively for Mac, iPhone, and iPad and works seamlessly with many of the built-in Apple apps such as Apple Contacts, Apple Calendar, Apple Mail, Siri, Notification Centre, and more!

Company Details

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Awards & Recognition

Daylite won the following awards in the Customer Relationship Management - Small Business category

Filter By

3 Top Rated Capabilities

3 Top Rated Features

Latest Award, 2024

2 Top Rated Capabilities

1 Top Rated Features

2023

Daylite Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Daylite.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

97 Plan to Renew

82 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+83 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Daylite?

2% Negative

12% Neutral

86% Positive

Pros

Transparent
Trustworthy
Friendly Negotiation
Respectful

Feature Ratings

Average 82

Lead Management

Account and Contact Management

Customer Service Management

Collaboration

Sales Management

Activity and Workflow Management

Telephony and Call Center Management

Marketing Management

Analytics and Reporting

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Average 82

Vendor Support

Business Value Created

Ease of Implementation

Breadth of Features

Availability and Quality of Training

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Product Strategy and Rate of Improvement

Daylite Reviews

Steven B.

Role: Industry Specific Role
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2022

Manages client fils wonderfully. Daylite is great.

Likeliness to Recommend

10 /10

What differentiates Daylite from other similar products?

Daylite is part of the Apple Mac environment making it stable and protected. It is priced well and provides for day to day file management as well as allowing supervisors the ability to oversee junior lawyers work.

What is your favorite aspect of this product?

The ability for emails and documents to be attached to a client project or file as we call them.

What do you dislike most about this product?

Sometimes emails and documents do not attach as they should and when this happens it is annoying.

What recommendations would you give to someone considering this product?

Try it and you will buy it.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Bruce S.

Role: C-Level
Industry: Other
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

I didn't understand the page before this one–

Likeliness to Recommend

8 /10

What differentiates Daylite from other similar products?

Mac centric. Been a user since hosting our own server and much prefer you all hosting–

What is your favorite aspect of this product?

Mac centric.

What do you dislike most about this product?

Last years significant price increase–

What recommendations would you give to someone considering this product?

Buy it if you are Mac; there is no better–

Pros

Reliable
Performance Enhancing
Enables Productivity
Unique Features

Stephan H.

Role: C-Level
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

Essential tool for us

Likeliness to Recommend

10 /10

What differentiates Daylite from other similar products?

Integrated solution within the MAC OS ecosystem; Integrated project management tools related to business leads and implementation of simple service deliveries.

What is your favorite aspect of this product?

Having the full database mirrored, so that working offline or in places of poor connectivity remains possible with the full range of features

What do you dislike most about this product?

Lack of native invoicing solution

What recommendations would you give to someone considering this product?

Consider your working base structure: If you have external partners needing to contribute to the CRM, then you are a) limited by the MAC OS platform and the fat-client installation (there is a web-based access currently being developed by iOSExpert - however, that is still very basic and requires still a full license for such partners)

Pros

Performance Enhancing
Unique Features
Efficient Service
Saves Time

Cons

Charges for Enhancements

How We Deliver

Daylite

What is Daylite?

Company Details

Need Assistance?

Awards & Recognition

Daylite Ratings

89 Likeliness to Recommend

97 Plan to Renew

82 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+83 Net Emotional Footprint

How much do users love Daylite?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Activity and Workflow Management Text or code-based and visual workflow designers.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Daylite Reviews

Steven B.

Manages client fils wonderfully. Daylite is great.

Likeliness to Recommend

Pros

Bruce S.

I didn't understand the page before this one–

Likeliness to Recommend

Pros

Stephan H.

Essential tool for us

Likeliness to Recommend

Pros

Cons

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Title

Feature Ratings

Lead Management

Account and Contact Management

Customer Service Management

Collaboration

Sales Management

Activity and Workflow Management

Telephony and Call Center Management

Marketing Management

Analytics and Reporting

Quote Contract and Proposal

Mobile

Vendor Capability Ratings

Vendor Support

Business Value Created

Ease of Implementation

Breadth of Features

Availability and Quality of Training

Ease of IT Administration

Quality of Features

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Product Strategy and Rate of Improvement