Overview: Insightly CRM and Daylite as CRM Category solutions.

Insightly CRM is robust for larger enterprise needs with features suited for complex operations, while Daylite caters well to smaller teams with a focus on collaboration. Insightly supports extensive capabilities like custom reports and integrations, aligning with formal customer management workflows. Daylite emphasizes simple collaboration and ease of use, appealing to industries like legal and real estate. Insightly fits larger enterprises, while Daylite is optimal for small to medium-sized organizations.

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: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Insightly CRM excels in contact list management, workflow management, and lead management, making it ideal for tracking and engaging in extensive sales processes. read more →

Daylite focuses on facilitating communication management and collaboration, providing an environment conducive to following up on leads effectively. read more →

Business Goals

Insightly CRM helps enhance customer relationships and grow sales, making it suitable for enterprises looking to expand their customer base. read more →

Daylite aims to enhance customer relationships and supports product launches, aligning well with businesses pursuing personalized customer engagement. read more →

Core Features

Insightly CRM provides custom reports and a wide range of integrations, which are crucial for businesses needing detailed analytics and seamless data connections. read more →

Daylite offers notable custom reports and compliance features that cater to firms needing straightforward analytics and regulatory adherence. read more →

Vendor Support

Insightly CRM provides 24/7 support, indicating its readiness to assist large enterprises that might require constant availability. read more →

Daylite provides around-the-clock support, suiting smaller teams or those who value consistent help regardless of time zones. read more →

Segments and Industries

Insightly CRM serves large enterprises and IT industries extensively, making it a preference for technology-driven fields. read more →

Daylite is popular with real estate and legal services, indicating its adaptability to sectors focusing on case or client-based workflows. read more →

Operational Alignment

Insightly CRM fits seamlessly into the operational frameworks of large-scale enterprises, handling complex workflows. read more →

Daylite is designed for small to medium businesses, featuring straightforward capabilities for managing less complex projects. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Email Support

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Chat Support

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24/7 Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Insightly CRM and Daylite

How can Insightly CRM and Daylite optimize your Contact List Management Workflow?

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.

"...Contact Management - Having a single database with all of the customer's information is very helpful...." Peer review by Aaron Yates, Owner-Operator, KerrvillePhoto.com

"...I can view upcoming events with contacts, as well as history with each contact...." Peer review by Cathy, Center for Practical Management

Why is Insightly CRM and Daylite the best choice 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.

"...It has allowed us to successfully engage our working relationships with the clients in a more reliable way...." Peer review by Susan A., Sr. Manager-Business Operations, Information Technology and Services

"...Facilities to plan and follow up, linking multiple people, activities, companies, resources etc...." Peer review by Ian, ROCK ART CONSULTING LIMITED

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.

"...We used it as a CRM tool to keep track of our leads in business development (new accounts who might want access to our content to sell or make available on their digital media sites)...." Peer review by Account Manager in Sales

"...Very user-friendly GUI that's intuitive, displays a great timeline of interactions that allows project and sales opportunity tracking (even on historical basis)..." Peer review by Ryan, Quorum Software

How can Insightly CRM and Daylite optimize your Workflow Management Workflow?

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.

"...We could use workflow systems which is quite powerful yet simple to use...." Peer review by Ravinder Singh Thakur, Sidepreneur, Self Employed

"...We also are utilizing the activity sets to create systems and projects for workflow...." Peer review by Beth, Goodman Brown Financial

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.

"...the way you can automatically track attach an email to an insightly contact via the unique insightly bbc: email...." Peer review by Dr. Jason G, Upper Cervical Chiropractor, Hospital & Health Care