Insightly CRM and Daylite, An In-Depth Comparison 2024

Comparison Summary

Insightly CRM: Insightly, the modern CRM, helps teams sell smarter and grow faster. Watch a demo-on-demand to build lasting customer relationships affordably.

Daylite: Daylite offers a comprehensive feature set to help businesses regain control. All features across plans can be browsed on their website.

Insightly CRM and Daylite: Customer Satisfaction Data

Most deployed common Use Cases for Insightly CRM and Daylite

Why is Insightly CRM and Daylite the best choice for Contact List Management?

Insightly Crm and Daylite both allow users to manage contact information and link it to projects and organizations. Insightly Crm offers integration with Gmail for quick email sending and contact updates, while Daylite emphasizes the ability to organize contacts across multiple categories and search criteria. Both tools provide features for managing contacts for business purposes, but Insightly Crm faces limitations in contact tracking and user experience, including bugs and a lack of comprehensive customer service.

"...I use it to organize and maintain contact distribution lists for emails that go out weekly...." Peer review by Verified User, Consultant in Marketing, Construction

"...How easy it makes it to keep calendars, schedules, contacts, task lists, etc all together and linked and organized!..." Peer review by Kelci, Jim Jrodan Photography | White Cross Management

What makes Insightly CRM and Daylite ideal for Engagement Management?

Insightly CRM and Daylite both prioritize engagement management, focusing on tracking customer interactions, following up on leads, and managing opportunities. Insightly CRM integrates seamlessly with email platforms like Outlook and Gmail, allowing users to tie email communication to sales follow-up. Daylite excels in its ability to classify contacts using categories and keywords, ensuring efficient follow-up with prospects and clients. However, both tools have limitations, for example, Daylite lacks user-friendly customization of views and reports.

"...We use it to help us maintain out contacts and develop out "lead" pipeline with notes and comments about our customer interactions...." Peer review by John E. Miller, MBA, Partner, Resonant Brands, LLC

"...I simply know that I won't lose track of things when I set a next task for everything including things to read, follow-up on etc...." Peer review by Charmel B

What solutions does Insightly CRM and Daylite provide for Lead Tracking?

Insightly Crm and Daylite both track leads and opportunities. Insightly Crm focuses on centralizing contact data and monitoring activities. Daylite emphasizes consolidating communication, updates, and tasks in one platform. Both tools help businesses track communication and follow-up with clients.

"...This is my CRM, plus I can track leads, property inventory, offers & contract to close using completely customizable pipelines...." Peer review by Monique M., Realtor, Real Estate

"...I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management...." Peer review by David, DK Ventures Inc

What benefits does Insightly CRM and Daylite offer for Workflow Management?

Insightly Crm and Daylite both offer workflow management features. Insightly Crm enables users to automate tasks and workflows, while Daylite allows for customization of workflows to suit specific business needs. Insightly Crm provides training resources to help users learn how to best utilize its features, while Daylite emphasizes the importance of spending time planning workflows for optimal efficiency. However, Insightly Crm has been criticized for its confusing workflow and slow performance, while Daylite requires a significant initial investment in time for setup and learning.

"...The automation of emails as well as workflows for each stage of the sales process increased the efficiency of our sales agents...." Peer review by Verified User, Consultant in Information Technology, Computer Software

"...The new team function is brilliant, you can see at a glance other team members schedules and workflows, and makes communicating with them and delegating tasks simple...." Peer review by Ben, BlueWhaleTraining

How can Insightly CRM and Daylite enhance your Communication Management process?

Both Insightly CRM and Daylite facilitate email communication and task management. Insightly CRM provides more robust features like email tracking and templates, allowing users to analyze and manage email interactions more effectively. Daylite emphasizes seamless integration with Apple Mail, offering offline functionality and a focus on efficient communication management. However, Daylite lacks email open tracking and templates, limiting its ability to track email engagement.

"...Insightly offers the ability to set reminders to send emails, make phone calls, or complete any other task you assign yourself...." Peer review by Vanessa Johnson, Development Coordinator / Implementation Specialist, the school collective

"...Once a task is complete, the employee checks a box in the Mail extension when sending an email detailing their accomplishment...." Peer review by Pattie Covert, Senior Graphic Designer, Membership Marketing Partners, LLC