Alternative to Daylite

[phospholipid]

Hey there.

So, we've been running Daylite self-serve for about seven years. Our most recent purchase was a couple years ago when we upgraded to Daylite 5. For four users that was about $900 or something.

Well, MarketCircle has decided to go SAS/cloud. No thanks. Of course, they're trying to tell me about cost savings, but our server/DNS has run so smoothly for seven years, we only ever paid for licenses and the rest was basically up and running all the time. So, the cost increase is that we'll be paying $1100 per year which is at least a three-fold increase in cost. That's not going to work.

I am looking for a good contact management and project pipelining software that can be deployed on Macs. Ideally we want a single payment piece of software, though I am open to SAS if it's reasonable. I would really really really like to manage/host everything in house, which means that I would prefer to not use a cloud service where the brand host.

Since we have seven years in a Daylite database, good importability and mapping is key.

Open to thoughts. Thanks!

 

[hobowankenobi]

Tons of cloud options. You will have to do your homework on that regarding features and pricing. Trello is a leader, at least on the project side.

As for on site, if you really want control(and/or lower TCO), you might look at some of the packages that are available with a Synology NAS. I have not used any of the CRM or ERP tools yet, but I see they have Oodo as a package here, as well a couple other options.

You will still need to do your homework to verify the feature set and deployment/access, but could be a very compelling low cost option. I would start with some demo videos to narrow down the feature set.

Another option might be MS office 365 Planner. If you already have need of Office, then the extra asset in Planner might be a good bargain. If you don't need/want Office...the subscriptions are probably too expensive. Planner interface is similar to Trello.