Daylite Pricing, Reviews and Features (February 2024)

About Daylite

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.

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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

97%
Reviews

79%
Momentum

71%
Popularity

77%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Online

Daylite Features

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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

97%

Unique Features

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.

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

Standard Features

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.

Real-time Data Sync

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

Dedicated Phone Line Integration

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

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.

Document Management

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

Daylite Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

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

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.