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Daylite

Composite Score

7.4 /10

CX Score

7.5 /10

42 Reviews Write a Review

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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!

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Awards & Recognition

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

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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

Joel G.

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

Validated Review

Verified Reviewer

Submitted Jun 2022

The best all-around CRM for my business.

Likeliness to Recommend

10 /10

What differentiates Daylite from other similar products?

The look, the feel (yes - the feel), the integration, the service, the features. I can go on....

What is your favorite aspect of this product?

Linking. I link everything!!

What do you dislike most about this product?

Not so much the product itself but I wish some of the plug-ins were built in to the features.

What recommendations would you give to someone considering this product?

Like anything, you have to be sure this will work for your needs. Take it for a spin.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Gary M.

Role: Consultant
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

Easy to Use across all Devices

Likeliness to Recommend

9 /10

What differentiates Daylite from other similar products?

Made for the iOS and Mac platforms. Simple CRM. E-mail integration / tagging is the differentiator.

What is your favorite aspect of this product?

E-mail integration / tagging against projects or opportunities helps me run a 'zero inbox'. And keeps all account and contact information and history accessible.

What do you dislike most about this product?

The UX is still a bit clunky compared to others. But it works.

What recommendations would you give to someone considering this product?

It takes a while to lear how to customise best. So my advice Is to start simple.

Pros

Reliable
Includes Product Enhancements
Enables Productivity
Respectful

Sabine O.

Role: Industry Specific Role
Industry: Other
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2022

Easy to use but pricey for small businesses

Likeliness to Recommend

10 /10

What differentiates Daylite from other similar products?

I don't know other products

What is your favorite aspect of this product?

Easy to use and very good customer support

What do you dislike most about this product?

For me as a One-Person-Business it is a bit pricey

What recommendations would you give to someone considering this product?

Give it a try :-)

Pros

Reliable
Trustworthy
Efficient Service
Effective Service

Daylite

What is Daylite?

Company Details

Book a Free Demo Today!

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

Joel G.

The best all-around CRM for my business.

Likeliness to Recommend

Pros

Gary M.

Easy to Use across all Devices

Likeliness to Recommend

Pros

Sabine O.

Easy to use but pricey for small businesses

Likeliness to Recommend

Pros

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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