Daylite for Mac vs MyPlanMap

Starting Price

$29.00/month/user

Not provided by vendor

Best For

Small businesses that use Macs, iPhones & iPads. Not available for PC or Android.

Financial Advisors, Financial Planners and their clients.

Rating


4.6 / 5
(284)
Read All Reviews
(0)

Ideal number of Users

1 - 49

50-99

Ease of Use


4.4 / 5


  • "The ease of use, the terrific user interface and powerful tools really allow you to take your business to the next level."

  • "It is generally intuitive and there are videos to help me understand how things work. It is great for tracking customers and conversations."



Customer Support


4.6 / 5


  • "My experience has been amazing! with Daylite. The customer support staff is very helpful."

  • "After 2 years of use, I cannot imagin my biz without Daylite. Very user friendly, great tech support and great add ons avaible from iOS xpert."



Features & Functionality


4.5 / 5


  • "Enjoy the user interface and the continued expansions that make the program better and better."

  • "M a creative type that runs a business, so having a good interface that runs smoothly is vital to me."



Value for Money


4.4 / 5


  • "Highly polished interface, good tech support, non-subscription model available, ease of organizing emails with other docs."

  • "It's an overall wonky system for an expensive price, and that was fine 5 years ago but better software and apps now fill the market for CRMs."



Product Features

  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management
  • check Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close Territory Management

Screenshots

View 5 screenshots 197643 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Daylite for Mac vs MyPlanMap

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