Compare Daylite vs. Zoho CRM

There are many CRM Software products available for businesses these days. The ideal way to find out which service fits your needs best is to check them side by side. As an example, here you can assess Daylite and Zoho CRM for their overall score (8.1 vs. 9.4, respectively) or their user satisfaction rating (100% vs. 92%, respectively). You can even check their capabilities and pricing terms along with other valuable details below. When matching products make sure you analyze their related advantages and mark their distinctive elements to obtain a clearer picture of both deals. Likewise, bear in mind to evaluate non-core features including security, backup, ease-of-use, and customer support. Currently, the best services in our CRM Software category are: Freshdesk, Pipedrive, HubSpot CRM.
Product

Daylite

VS

Zoho CRM

VS

Daylite screenshot Zoho CRM screenshot
Pricing Page

Score

Our Score

8.1 ?

Our Score

9.4 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

92% ?

Cost

Cost

$24

$12

Price Scheme

Price Scheme

Monthly payment | One-time payment | Annual Subscription Monthly payment | Annual Subscription
Full Review

Full Review

General Description

General Description

You can use Daylite to organize all your notes, emails, sales opportunities, projects, calendars, tasks, and contacts in a single platform.
Zoho CRM is the winner of our 2015 Marketing Software Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Quick Links
Available Support

Available Support

Live Support
Ticket Training
Phone
Ticket Training
Available Devices

Available Devices

iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Vendor Email

Vendor Email

sales@zohocorp.com
Features

Features

Daylite FEATURES

  • Activity sets
  • Calendar management
  • Contact management
  • Email integration with Apple Mail
  • Linking
  • Mobility
  • Offline access
  • Project management
  • Reports
  • Sales tracking
  • Smart lists

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories
Prominent Customers

Prominent Customers

Wolfe Law Group, Starbuck Realty Group, Mophonics, Mortgage Alliance West ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Languages Supported

Languages Supported

English, Dutch, Polish, Turkish, Swedish English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Phone Number

Phone Number

+1-888-900 9646
Company Size

Company Size

Small Business Small Business | Large Enterprises | Medium Business | Freelancers
Supported Integrations

Supported Integrations

Daylite integrates with the following business applications and systems:

  • Zapier
  • Billings Pro
  • Direct Mail
  • MailChimp
  • XeroConnector
  • Google Calendars
  • Calendars
  • Reminders
  • Merlin
  • And more

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce
Vendor's Address

Vendor's Address

30 Centurian Drive, Suite 201
Markham, Ontario, L3R 8B8
Canada
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Pricing Page

Pricing Page

Learn more about Daylite pricing Learn more about Zoho CRM pricing
Pricing Plans

Pricing Plans

Daylite offers a 30-day free trial and several enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Cloud Pricing

  • Monthly Plan – $29/user/month
  • Yearly Plan – $24/user/month (billed annually at $288)

All pricing includes:

  • 2 GB storage per user
  • Sharing integration for Apple Contacts & Calendar
  • Daylite for iPhone & iPad
  • Mail Assistant for Apple Mail on Mac
  • Daylite for Mac
  • Reliable support via live chat and email
  • Data portability
  • Free training

Daylite for Self-Serve Pricing   $299.95/user

  • Daylite for Mac
  • Mail Assistant for Apple Mail on Mac
  • Daylite for iPhone & iPad
  • Daylite Server
  • Sharing integration with Apple Contacts & Calendar

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – For 3 users

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Edition+
  • Sales forecasting
  • Scoring rules
  • Charts and KPIs
  • Document library
  • Roles and profiles
  • Custom fields
  • Call center connectors
  • Webforms
  • Secure, encrypted transmission

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan+
  • Email integration
  • Social CRM
  • Sales signals
  • Workflows and macros
  • Blueprint – Process management
  • Inventory management
  • Unlimited records
  • Google AdWords integration

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan+
  • Zia Voice – Conversational AI
  • Multi-user portals
  • Target meters, anomaly detectors, predictive AI
  • Custom modules and buttons
  • Mobile SDK and app distribution
  • Conditional fields
  • Subforms
  • Encryption at Rest

Ultimate – $100/user/month ( billed annually)

  • All Features from other plans+
  • Dedicated Database cluster
  • Free Premium support
  • Automation suggestions
  • Data enrichment
  • Enhanced storage
  • Email sentiment

Bundle – $50/user/month when billed annually and $60/user/month when billed monthly

Zoho CRM is also part of the Zoho CRM Plus bundle.  This combines the customer engagement software solutions that Zoho, including:

  • CRM
  • Campaigns
  • Desk
  • SalesIQ
  • Social
  • Projects
  • Survey
  • Reports
  • SalesInbox
  • Motivator
  • BugTracker
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Popular Alternatives

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QUICK LINKS

QUICK LINKS

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Both Daylite and Zoho CRM were reviewed by a panel of reliable SaaS experts who prepared a thorough examination of all important aspects of every product. Their final rating was prepared using our unique SmartScore algorithm that gives a separate partial score to each component such as: main functionalities, customer support, mobile support, security, user satisfaction and media presence. We realize useful features are not the only aspect important to a company so we make sure we pay attention to all sides of a software prior to coming up with its final rating.