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

Starting from

US$29,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,6 /5
(325)
Ease of Use
4,4/5
Features & Functionality
4,4/5
Customer Service
4,6/5
Value for Money
4,4/5

Overall rating

4,3 /5
(6)
Ease of Use
4,5/5
Features & Functionality
3,8/5
Customer Service
4,8/5
Value for Money
4,8/5

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
  • Billings Pro
  • Direct Mail Manager
  • Google Calendar
  • Google Contacts
  • Mailchimp
  • Xero
  • Zapier
  • Billings Pro
  • Direct Mail Manager
  • Google Calendar
  • Google Contacts
  • Mailchimp
  • Xero
  • Zapier