
I like that Daylite allows me to link email conversations with customers directly to their respective projects, which keeps everything organized in one place. The capability to use it across platforms is also something I appreciate. Additionally, it's easy to reorder and regroup our client base information using filters, which I can create and save, and set up follow-up tasks. The calendar feature is very effective for us, as it helps to manage various appointments and tasks efficiently, including associating appointments with individual coworkers. Having everything in one spot significantly simplifies our workflow. Review collected by and hosted on G2.com.
There have been times when the email link feature didn't work, linking different projects to different people and creating a mess. I'm not sure exactly why that happened, but I believe it was some sort of bug. Review collected by and hosted on G2.com.