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Daylite

4.3
(35)

Organize your whole business in one app. Projects, sales, emails, meetings, calendars, contacts, notes, and more. For Mac, iPhone & iPad.

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Daylite Features

Sales Force Automation

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

88%
(Based on 15 reviews)

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

n/a

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

84%
(Based on 17 reviews)

Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

89%
(Based on 18 reviews)

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

n/a

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

91%
(Based on 17 reviews)

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

86%
(Based on 11 reviews)

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

82%
(Based on 6 reviews)

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

73%
(Based on 9 reviews)

Marketing Automation

Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

70%
(Based on 8 reviews)

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

70%
(Based on 9 reviews)

Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

96%
(Based on 7 reviews)

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

Not enough data available

Tasks

Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

88%
(Based on 23 reviews)

Due Dates

Set deadlines on tasks.

90%
(Based on 24 reviews)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

87%
(Based on 24 reviews)

To-Do Lists

Each user can view their list of tasks to be completed.

88%
(Based on 21 reviews)

Customer Support

Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

n/a

Case Management

Tracks issues/help requests reported by customers through the resolution process.

n/a

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

n/a

Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

n/a

Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

n/a

Collaboration

Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

85%
(Based on 16 reviews)

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

n/a

Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

78%
(Based on 20 reviews)

Reporting & Analytics

Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

60%
(Based on 6 reviews)

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

74%
(Based on 12 reviews)

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

81%
(Based on 12 reviews)

Projects

Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

85%
(Based on 7 reviews)

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

91%
(Based on 19 reviews)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

n/a

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

78%
(Based on 8 reviews)

Issue Tracking

Track issues and manage resolutions.

n/a

Mobile & Social

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

40%
(Based on 8 reviews)

Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

51%
(Based on 8 reviews)

Mobile User Support

81%
(Based on 16 reviews)

Portfolio Management

Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

94%
(Based on 10 reviews)

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

94%
(Based on 5 reviews)

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

n/a

Workflow

Automate task approvals processes and handoffs at project milestones.

90%
(Based on 12 reviews)

Request Management

Manage project and change requests in the system, approving or sidelining requests.

n/a

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

82%
(Based on 5 reviews)

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

83%
(Based on 7 reviews)

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

n/a

Platform

Output Document Generation

Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

82%
(Based on 5 reviews)

Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

89%
(Based on 7 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

91%
(Based on 7 reviews)

Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

74%
(Based on 7 reviews)

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

85%
(Based on 5 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Not enough data available

Resource Management

Resource Database

Maintain a database of resources that contains employment details, skills and availability.

80%
(Based on 13 reviews)

Resource Allocation

Allocate resources to various projects, phases and tasks.

85%
(Based on 13 reviews)

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

89%
(Based on 11 reviews)

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

84%
(Based on 10 reviews)

Integration

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Not enough data available

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Not enough data available

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Not enough data available

Platform

Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

n/a

Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

86%
(Based on 19 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

92%
(Based on 23 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

80%
(Based on 14 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

83%
(Based on 18 reviews)

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

80%
(Based on 19 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

84%
(Based on 22 reviews)