NPS Score

10

What did we do for them and why would you recommend Daylite

She was kind, patient and knew exactly what to do. She explained her work as we were going through it together. She delivered on everything she promised.

Client Bio

We provide unique, academically sound investment solutions to personal investors and business owners with retirement plans. Our commitment to the Free Market approach to investing makes our strategies vastly different from the typical retail approach.
www.thefinancialcoachinggroup.com

What were they using before Daylite

Act

Highrise

What do you use Daylite for now

Tasks, Meetings, Notes, Opportunities, Contacts, Email, Letters, etc. I use all these tools and there is still more to learn. I use Daylite Touch as well on my iPhone. Works great.

How many Daylite Users

0

Has daylite improved their business or their lives?

It IS the best and premier CRM available on the market. It’s better than any PC compatible software. Daylite thinks and operates like a just like you would want it to. It is as easy to use as you make it and can be as complex and you need it. If you are a Mac user, there should be no other CRM that you would need to consider. Go Daylite.