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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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| Description | Concord CRM is a self-hosted affordable CRM platform that can be used to manage company-wise contacts, deals and emails within a unified location. This platform offers a wide variety of deal management features to individual companies, helping them create, manage deals and track the overall progress via stages that are the best fit for the sales workflow. With Concord CRM, companies can even create multiple pipelines comprising custom tags. Also, with the integrated tools available, businesses can assign deals to sales agents. Furthermore, its 2-way email sync facility available simplifies communication between the agents and the clients on the go. Concord CRM also allows users to connect personal and shared company accounts, associate emails to many companies, contacts and deals as well as convert email to deal, activity or contact, whatever action is suitable. Furthermore, this platform uses advanced filters to segment data and easily schedule the needed steps for sales reps. Read more | Daylite is a customer relationship management (CRM) software that helps you 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 make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private. Read more |
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| SW Score & Breakdown |
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Total Features |
6 Features
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25 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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| Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| User Rating |
Not Available
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| Rating Distribution |
Not Available
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| Review Summary |
Not Available
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Daylite is a popular CRM solution for Mac users, praised for its seamless integration with Apple Mail, Calendar, and other Apple devices. Users appreciate its intuitive interface, robust features, and strong customer support, particularly the quick response times. While Daylite is highly customizable, some users find the learning curve to be moderate. Some also express a desire for more extensive integration with other platforms, such as Outlook and Android devices, as well as the ability to export contacts directly to email. |
| Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Starter license $118.00 $118.00 per year |
Daylite $35.00 $42.00 per user / month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 1 More
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| Videos | Not Available |
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| Company Details |
Not available |
Located in: Markham, Ontario |
| Contact Details |
Not available |
Not available |
| Social Media Handles |
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