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Sales teams and small and mid-sized businesses looking for a simple yet powerful sales tool to help them stay organized.
Daylite is for Apple-based small businesses in professional and creative industries such as real estate, legal, financial, agencies, consulting, and coaching. It is for Mac, iPhone, and iPad only.
It's extremely user friendly, has a very clean layout, and is extremely effective for tracking information. Both the online and the app versions are quality products that have met my needs and more.
Functionality was terrible, I don't know if we misunderstood and they aren't actually a CRM system but what the product offered cannot be called a CRM.
Pipedrive is very competitive to other more popular CRM tools, the price is also better. I almost have all the needed features in a CRM along with the process automation.
The inability to move among contacts in the same list without returning to the main list page is a waste of time. The online app is basically useless.
I liked the way it pulled in my email and calendar and it was easy to set up reminders to follow up with prospects. The software is good - I would recommend it.
Difficult to understand when using for the first time. Repetitive data entry can get boring.
It has been as well a great way to interact with our customers, and gain a better insight to all of the sales process.
The only thing that is kinda confusing especially to non-technical person is on integrating with third-party tools. Most of it needs to be connected with Zapier which is again another subscription.
Love the synchronization with other apple programs. It has a lot of features and functionality that I find so useful to help keep me organized - contact management, calendars, tasks, and scheduling.
This is where the problems started, as we would create "Appointments" in the calendar for time spent on a project, then manually tally everything up at the end of the month. Talk about a royal pain.
This is actually a very cool app to use, has to be the best one I've tried and it has a lot of great features and nice interface.
Overall the fact that it was limited to only Apple products and was difficult to onboard new employees ultimately led us to stop using it.
Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.
We moved from our own server to cloud, worst move ever.
Great for a teamwork environment because I can delegate tasks to certain individuals on my team. Overall, very user friendly and easy to organize.
Quite a few things are clunky, or an option can be missing.
Ricard: Hi, I'm Ricard. I work as a marketing manager in [inaudible 00:00:04], a marketing agency here in Spain, and I rate Pipedrive five out of five. We use in the company another CRM called ActiveCampaign. It works also really well, but we decided to use Pipedrive. The best things about Pipedrive are the easy of access to the information, the integrations, and the reminders. Having information accessible for our commercials make the access to the deal in seconds really easy and more efficient. Actually, it was really easy because of the integrations of the Pipedrive. The integration with Gmail and Outlook also make the process really, really smooth, and it helped us to avoid losing information. Make a process of understanding of the funnel of your business before using Pipedrive to start using it at 100%.
Prioritize real-user-identified key features according to your needs to find your best fit.
Pipedrive
Top FeaturesDaylite for Mac
Daylite for Mac
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