Daylite
Daylite is a customer relationship management (CRM) and project management software designed for small businesses. It allows users to track leads, manage contacts, organize projects, schedule tasks, and more in one integrated platform.
Daylite: Customer Relationship Management
Daylite is a customer relationship management (CRM) and project management software designed for small businesses. It allows users to track leads, manage contacts, organize projects, schedule tasks, and more in one integrated platform.
What is Daylite?
Daylite is a feature-rich customer relationship management (CRM) and project management application designed specifically for small businesses. It enables users to track all interactions with leads and customers, manage business relationships more effectively, organize client projects, schedule tasks and appointments, and gain insights from data to make better business decisions.
Some key features of Daylite CRM include:
- Contact Management - Store all contact details including emails, phone numbers, addresses, and notes in one centralized database. Segment contacts by company, tags, location and more.
- Lead Tracking - Record interactions with potential new customers. Set up customizable lead stages to track prospect progression towards becoming a client.
- Opportunity Tracking - Log deal opportunities and sales pipeline stages. Forecast revenue potential to improve sales efforts.
- Project Management - Break down projects into tasks and to-do's. Assign activities to team members with due dates to stay organized. Track time against projects.
- Task Management - Schedule meetings, calls, and other calendar appointments for your team. Get reminders for important activities.
- Email Integration - Sync email conversations into each contact or company record automatically.
- Reporting & Dashboards - Analyze contact, account, lead and opportunity data using built-in reports and dashboards to glean business insights.
- Mobility - Access Daylite data on-the-go through native iOS and Android apps. Get info for meetings while out of office.
Daylite positions itself as an all-in-one CRM and project management solution for growing small businesses seeking to optimize sales processes, enhance customer relationships and collaboration between team members. It competes closely with other SMB-focused platforms such as Zoho CRM, Insightly and Nimble.
Daylite Features
Features
- Contact management
- Project management
- Task management
- Note taking
- Email integration
- Calendar/scheduling
- Reporting
- iOS/Android apps
Pricing
- Subscription-Based
Pros
Intuitive interface
Robust feature set
Strong Apple integration
Flexible pricing
Cons
Steep learning curve
No built-in invoicing
Limitations with Office integration
Official Links
Reviews & Ratings
Login to ReviewThe Best Daylite Alternatives
View all Daylite alternatives with detailed comparison →
Top Business & Commerce and Crm and other similar apps like Daylite
Here are some alternatives to Daylite:
Suggest an alternative ❐
Monday.com
monday.com is a work operating system that empowers organizations to build custom workflows that fit their every need. With monday.com, teams can create their own software environment to manage projects, processes, and everyday work.Key features of monday.com include:Customizable dashboards and views to visualize workCustomizable forms and fields to track dataAutomations...
Focalboard
Focalboard is an open-source, self-hosted project management tool similar to Trello. It allows teams to organize projects into boards with customizable lists and cards. Some key features of Focalboard include:Kanban boards for visualizing work and managing project workflowsCustom lists and cards to break down projects into smaller tasksDrag-and-drop functionality to...
Bitrix24
Bitrix24 is an all-in-one cloud-based business software that provides tools for project management, customer relationship management (CRM), human resources (HR), team communications, document management, and other critical business operations.Some of the key features of Bitrix24 include:Project management tools for task management, Gantt charts, milestones, time tracking, etc.Sales CRM for managing...
TheBrain
TheBrain is a mind mapping and information organization software developed by TheBrain Technologies. It provides a graphical, brain-like interface that allows users to organize information in a connected, web-like manner.Some key features of TheBrain include:Mind mapping interface to visualize connections between ideas, documents, contacts and other informationThe ability to attach...
Teamwork
Teamwork is a comprehensive online project management and collaboration software designed for teams of all sizes. It provides a wide range of features to help teams organize work, collaborate effectively, and get things done.With Teamwork, you can manage projects and tasks, track time for billing purposes, host files and documents...
ClockingIT
ClockingIT is an open source web-based application for time tracking and project management. It is designed for services companies and organizations who need to track time spent by employees or contractors on client projects and tasks.Key features of ClockingIT include:Time Tracking - Users can start a timer to track time...
ActiveCollab
ActiveCollab is a cloud-based project management and team collaboration software designed for businesses of all sizes. It brings together project planning, task management, team communication, client billing and invoicing into one easy-to-use platform.Some of the key features ActiveCollab offers include:Intuitive task management with the ability to create tasks, organize them...
Redbooth
Redbooth is a cloud-based project management and team collaboration software designed to help organizations plan and execute projects efficiently. It provides tools to organize tasks, share files, track time, hold discussions, and keep everyone updated on the latest project developments.Some key features of Redbooth include:Task lists and kanban boards to...
Wrike
Wrike is a flexible project management software designed to help organizations manage workflows, collaborate on projects, and oversee tasks. With robust features for project planning, scheduling, resource allocation, status tracking, reporting, and more, Wrike provides visibility into projects and workloads so teams can achieve goals and executives can monitor progress.Some...
Freedcamp
Freedcamp is a feature-rich yet easy-to-use project management and collaboration software designed for teams of all sizes. It helps plan, organize and track tasks, deadlines, files and discussions in one place.Some key features of Freedcamp include:Tasks management with categories, priorities, assignees, due dates, comments etc.Discussions and messaging between team membersFile...
Philasmicos R5 CRM
Philasmicos R5 CRM is a feature-rich customer relationship management platform aimed at small to medium-sized businesses. It provides a centralized database for managing all customer and prospect information in one place.Key features of Philasmicos R5 CRM include: Contact Management - Organize contact details for individuals and companies. Track relationships, interactions,...
Studiometry
Studiometry is a productivity app designed specifically for students to help them stay focused and organized with their studies. It has features to track study time, set goals, block distracting websites, take notes, manage tasks, and gain insights into study habits.Key features include:Timers to track time spent studying each subjectGoal...
