
Daylite is a solid CRM tool that people love for being an all-in-one platform, combining CRM, tasks, and projects which means there's less app-hopping. It's customizable, letting you adapt it to your workflow rather than the other way around, and integrates nicely with tools like Mail and Calendar. Users also appreciate the smart suggestions from Daylite's AI that help prioritize tasks and close deals faster. The mobile app is great for staying updated and responding quickly on-the-go. Reporting is another highlight, providing clear insights to improve sales and project outcomes. Finally, users find the setup straightforward, with easy import of contacts and tasks from other tools, guided onboarding, and a quick start to productivity. Review collected by and hosted on G2.com.
Some users mention a learning curve as new users might need time to explore all features. There are customization limits, as some want more flexibility in reporting, like customizable report templates and deeper control over dashboard layout and custom fields. Additionally, a few third-party integrations could be smoother. Review collected by and hosted on G2.com.
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This reviewer was offered a nominal gift card as thank you for completing this review.
Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.




