4/1/2023 0 Comments Daylite crm review![]() ![]() ![]() Daylite has all the tools to help you be more productive and profitable. 6 best features of Daylite to help you drive more sales and business Daylite is a powerful and adaptable time management app that can help you grow your small business. Custom Reporting is available but requires a 3rd party programmer. Daylite can also be used by larger companies in the wholesale business or construction sector. ![]() Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads? The following are six features in Daylite that will help make you more productive as a small business owner: 1. Daylite is a powerful and adaptable time management app that can help you grow your small business. But these reports are a snapshot of current data. Daylite is a powerful and adaptable time management app that can help you grow your small business. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. It provides clear visibility over the short and long term goals of the. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Quite similar to a CRM system, Daylite app specializes in opportunities and projects. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.ĭaylite uses Categories to keep track of People. It reminds me of scheduled events and notifies me of upcoming task deadlines. Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. Frankly, Daylite functions as my Executive Assistant. A meeting is a meeting is a meeting and a Task is a Task is a Task. While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. ![]()
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