Daylite Features

Based on 33 Daylite reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 28 Daylite reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 34 Daylite reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. 11 reviewers of Daylite have provided feedback on this feature.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 28 reviewers of Daylite have provided feedback on this feature.

Based on 37 Daylite reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 25 Daylite reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 90 Daylite reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 83 Daylite reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 93 Daylite reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 93 Daylite reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 51 Daylite reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 50 Daylite reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 66 Daylite reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 66 Daylite reviews.

Based on 54 Daylite reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 69 Daylite reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 43 Daylite reviews.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 30 reviewers of Daylite have provided feedback on this feature.

Based on 25 Daylite reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 17 Daylite reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 21 Daylite reviews.

Integrate with CRM, marketing, or customer service software. 32 reviewers of Daylite have provided feedback on this feature.

As reported in 31 Daylite reviews. Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software. 28 reviewers of Daylite have provided feedback on this feature.

Based on 86 Daylite reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 67 Daylite reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 73 Daylite reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 47 Daylite reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provide standard workflows that can be used accross the company. 48 reviewers of Daylite have provided feedback on this feature.

Allow administrators to configure workflows and processes. 47 reviewers of Daylite have provided feedback on this feature.

Deliver a single data repository for all project information. This feature was mentioned in 45 Daylite reviews.

Based on 49 Daylite reviews. Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance. 42 reviewers of Daylite have provided feedback on this feature.

Based on 52 Daylite reviews. Allow users to use the system online and on mobile devices.

Based on 53 Daylite reviews. Set priority levels on tasks so individuals can organize their work.

As reported in 49 Daylite reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.

Allocate resources by matching capacity and demand, by project, team, or department. 52 reviewers of Daylite have provided feedback on this feature.

Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 35 Daylite reviews.

Based on 43 Daylite reviews. Deliver dashboards that display project data and KPIs in real time.

As reported in 35 Daylite reviews. Monitor resource allocation to identify shortages and adjust accordingly.

Monitor work accross the company and analyze performance. This feature was mentioned in 38 Daylite reviews.

Support multiple channels for internal and external communications. This feature was mentioned in 36 Daylite reviews.

Based on 41 Daylite reviews. Allow users to share and collaborate on documents and files.

Based on 45 Daylite reviews. Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource. 34 reviewers of Daylite have provided feedback on this feature.

Track time and expenses associated with projects or tasks. This feature was mentioned in 39 Daylite reviews.

Based on 30 Daylite reviews. Monitor project proftability by team or department.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation