Last Updated

Overview

Dailybiz unifies CRM, accounting, sales, and project management into one intuitive platform for SMEs. It simplifies operations, reduces errors, and boosts visibility. While best suited for straightforward business structures, it’s a smart pick for teams tired of juggling tools and looking for an all-in-one solution that just works.

Dailybiz Specifications

  • Contact Management
  • Lead Management
  • Opportunity Management
  • Customer Communication Tracking

Dailybiz Features

Customer Relationship Management

The platform's CRM module offers a comprehensive suite for managing the customer lifecycle. It features a 360-degree customer view, a flexible sales pipeline, and contact segmentation for targeted marketing campaigns.

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Business Management

With the Dailybiz software, businesses can optimize their complete sales and purchasing cycles. Its features facilitate the creation of quotes that convert to invoices, management of supplier orders, and multi-channel inventory tracking.

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Accounting

The platform is equipped to handle bank reconciliations, budget management, and fixed asset tracking. It also simplifies tax compliance by managing VAT declarations and generating the required tax packages.

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Project Management

The project management module in Dailybiz allows for the assignment of tasks and deadlines, entry of timesheets and expenses, and allocation of purchases to specific projects. Robust profitability analysis helps ensure projects remain on time and within budget.

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Pros And Cons of Dailybiz

Pros

  • Offers an all-in-one management suite

  • Highly customizable modules, making it suitable for different businesses

  • Powerful automation saves administrative time

Cons

  • Frequent updates may break scripts

  • Limited supplier payment management features

Dailybiz Reviews

Total 1 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

0%

4

Stars

100%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

AL

Aaron L.

Mid Market, 51-100 employees

4.0
June 2024

“Streamlines my business operations effectively”

Pros

I can plan and track all my projects online, no matter how big or small they are.

Cons

A few features can be very confusing to figure out.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

Frequently Asked Questions

Does Dailybiz offer a mobile app?

No, there is no native mobile app.

What languages does Dailybiz support?

Dailybiz is primarily available in French language.

Who are the typical users of Dailybiz?

Businesses operating in various industries and sectors, including automotive, legal, and consultancy benefit from Dailybiz features.

Does Dailybiz offer an API?

Yes, it offers an API.

What other apps does Dailybiz integrate with?

The vendor hasn’t specified the apps Dailybiz integrates with.

What types of pricing plans does Dailybiz offer?

It offers modular three plans like D-Biz (starting from €49/month/user), D-Quanta (starting from €49/month/user), and D-Master (starting from €79/month/user). Get in touch with us for a tailored Dailybiz cost estimate.

What level of support does Dailybiz offer?

Dailybiz offers support through phone and ticket system.