Daylite

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About Daylite

Deep Dive with Clara AI

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.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $35.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

81%
Momentum

65%
Popularity

76%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Online

Daylite Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Daylite Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Daylite $35.00 $42.00 per user / month

$420 billed Yearly

Features

Keep track of client emails, calls, notes, appointments & follow-ups
Create custom lists for targeted reach-outs
Track deals with custom pipelines
Collaborate on projects and tasks as a team
Control permissions and privacy settings
Work offline on Mac, iPhone and iPad

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 03/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Daylite Pricing

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Daylite Reviews

User Rating

4.5/5 (Based on 281 Ratings)

Rating Distribution

Excellent
68.7%
Very Good
21.7%
Average
5.3%
Poor
2.1%
Terrible
2.1%

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Review Summary

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.

Pros

Seamlessly integrates with Mac and iOS devices, offering a unified experience.
Powerful and customizable, allowing users to tailor it to their specific needs.
Excellent customer support, providing prompt and helpful assistance.

Cons

Limited availability for nonApple users, restricting potential user base.
The user interface can be overwhelming for users accustomed to traditional CRMs.
Some users have reported occasional crashes and system instability.

AI-Generated from the text of User Reviews

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Videos on Daylite

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Daylite FAQs

What is Daylite used for?

Daylite is CRM Software. Daylite offers the following functionalities:

Advanced Automation
Real-time Data Sync
Omnichannel Customer Engagement
Predictive Analytics
IoT Integration
Customer Segmentation
Opportunity Management
Sales Force Automation
Customization
Territory Management
Reporting (Analytics)
Order Management
Collaboration Tools
Lead Management
Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Referral Tracking
Project Management
Lead Scoring
Product Catalog
Call Logging
Contact Management
Document Management

Learn more about Daylite features.

What are the top alternatives for Daylite?

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Does Daylite provide API?

Yes, Daylite provides API.

what is CRM ?

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