Daylite vs. Oncontact CRM (discontinued)

Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.

Incentivized

Oncontact is an excellent software/service, and it covers a tremendous breadth of usage scenarios. The customization means that customers can adapt it as they see fit. About the only place where I don't see it as a great fit is in minimal implementations. A lot is going on, and using it for small tasks isn't the best use of the software.

Incentivized

• Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
• Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
• Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.

Incentivized

• Company Name
• Contacts

Incentivized

• The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
• Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.

Incentivized

• Customization could be easier. Just about anything is possible, but the learning curve is steep.
• More focus on mass loading

Incentivized

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

The company has been using Oncontact for some time now. Many of the business processes require the use of a CRM software package. It helps solve some pretty serious problems, and overall the cost is very justified. Also, the developer is very good at keeping it up to date and introducing new functionality.

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

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It's been great for us and we have not had any major issues with accessing Daylite when needed

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I have not noticed any loading or performance issues specifically with Daylite

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The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!

Incentivized

I was not involved

Incentivized

Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar
with Apple Calendar so that I can never leave behind any updates of the
future. Moreover, it keeps on updating its feature for giving better services.

Incentivized

• Oncontact provided many, but not all of the features of Salesforce.com. However, the complexity and cost involved in Salesforce.com was an overriding factor for us to use Oncontact. Not just the initial and licensing fee, but it seemed that just about everything we wanted to do involved consultants or more work or licensing. Oncontact was easier to implement out of the box, even when we did need to make customizations.
• We looked at Microsoft 365 Business, and while it was comparable in price for the initial cost, the integration with our other software systems was not built-in, so we did not pursue it very much.

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Was not involved

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Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

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We did not use professional services

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• Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
• We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
• A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.

Incentivized

• Don't know, I only use occasionally

Incentivized