Overview
Daylite is a powerful CRM and Project Management app for teams of 1-100 employees that use Macs. Integrate with Apple Mail, share with Apple Contacts and iCal, use with Siri, Reminders, and more!
Daylite is a powerful CRM and Project Management app for teams of 1-100 employees that use Macs. Integrate with Apple Mail, share with Apple Contacts...
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from...
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Images
Pricing
Starting from
US$29,00/month
- Free
- Subscription
Starting from
- Free
- Subscription
Reviews
Ease of Use
4,4/5Features & Functionality
4,4/5Customer Service
4,6/5Value for Money
4,4/5Ease of Use
4,5/5Features & Functionality
3,8/5Customer Service
4,8/5Value for Money
4,8/5Features
Total features 84
- API
- Access Controls/Permissions
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Management
- Audit Management
- Auto-Responders
- Automated Scheduling
- Bulk Send
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Customer Segmentation
- Customer Support
- Customizable Categories
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Email Distribution
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Templates
- Estimating
- File Management
- File Sharing
- For Nonprofits
- Forecasting
- Forms Management
- Historical Reporting
- Idea Management
- Inbox Management
- Influence Tracking
- Interaction Tracking
- Internal Chat Integration
- Label Printing
- Lead Management
- Lead Qualification
- List Management
- Live Chat
- Mailing List Management
- Marketing Automation
- Membership Management
- Milestone Tracking
- Mobile Access
- Opportunity Management
- Performance Metrics
- Personalization
- Pipeline Management
- Prioritization
- Project Management
- Project Planning/Scheduling
- Projections
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Notifications
- Records Management
- Recurring Tasks
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Third Party Integrations
- To-Do List
- Traditional Methodologies
- User Management
- Volunteer Management
- Workflow Configuration
- Workflow Management
Total features 40
- API
- Access Controls/Permissions
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Management
- Audit Management
- Auto-Responders
- Automated Scheduling
- Bulk Send
- Business Process Automation
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client Portal
- Collaboration Tools
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Customer Segmentation
- Customer Support
- Customizable Categories
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Email Distribution
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Templates
- Estimating
- File Management
- File Sharing
- For Nonprofits
- Forecasting
- Forms Management
- Historical Reporting
- Idea Management
- Inbox Management
- Influence Tracking
- Interaction Tracking
- Internal Chat Integration
- Label Printing
- Lead Management
- Lead Qualification
- List Management
- Live Chat
- Mailing List Management
- Marketing Automation
- Membership Management
- Milestone Tracking
- Mobile Access
- Opportunity Management
- Performance Metrics
- Personalization
- Pipeline Management
- Prioritization
- Project Management
- Project Planning/Scheduling
- Projections
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Notifications
- Records Management
- Recurring Tasks
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Third Party Integrations
- To-Do List
- Traditional Methodologies
- User Management
- Volunteer Management
- Workflow Configuration
- Workflow Management
Integrations
- Billings Pro
- Direct Mail Manager
- Google Calendar
- Google Contacts
- Mailchimp
- Xero
- Zapier
- Billings Pro
- Direct Mail Manager
- Google Calendar
- Google Contacts
- Mailchimp
- Xero
- Zapier
