Über Daylite for Mac

Daylite von Marketcircle, Inc. ermöglicht es Nutzern, viele Geschäftsaspekte in einer einzigen Anwendung zu verwalten. Die Lösung priorisiert Projekte und Möglichkeiten, um einen Einblick in die kurz- und langfristigen Ziele des Unternehmens zu bieten, und organisiert und verbindet diese Ziele mit täglichen Aktivitäten wie der Verwaltung von Kontakten, Notizen, E-Mails, Aufgabenlisten und Zeitplänen.

Durch die Integration mit Mail for MacOS können E-Mail-Verläufe gespeichert und E-Mails direkt im E-Mail-Fenster in umsetzbare Elemente wie Aufgaben und Termine umgewandelt werden. Der Verlauf wird für jeden Datensatz katalogisiert und als Zeitleiste von Interaktionen angezeigt, die auch Anrufe, Termine, Aufgaben und Notizen enthält.

Sowohl Projekte als auch Verkaufschancen können in Daylite verwaltet werden. Das Tool verfolgt potenzielle Verkäufe zusätzlich zum Fortschritt in Projekten nach Meilenstein und weist jedem beteiligten Nutzer Aufgaben zu.

Daylite eignet sich für Rechts-, Beratungs-, Immobilien-, Finanz-, Design-, Technologie- und Vertriebsunternehmen.

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Daylite for Mac Preis

Daylite for Mac bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Daylite for Mac ist ab $ 39.99/Monat verfügbar.

Startpreis:
$ 39.99/Monat
Kostenlose Version:
Ja
Kostenlose Testversion:
Ja

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Daylite for Mac Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4.4
Funktionalität
4.4
Bedienkomfort
4.4
Kundenbetreuung
4.5
Johanna
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 24.9.2022

Daylite vereinfacht die tägliche Organisation

Für unser Unternehmen ist es die perfekte CRM-Software.

Vorteile

Die Software ist kompatibel mit Mac. Sie ist sehr strukturiert aufgebaut und stellt Schnittstellen für die Integration von weiteren Tools bereit.

Nachteile

Nach Updates kommt es in den ersten Tagen immer wieder zu Fehlern, welche das System abstürzen lassen.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Antwort von Marketcircle

Hello Johanna - Thank you for your review! Thank you for your ongoing support!

Beantwortet am 7.10.2022
Adrian
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 29.1.2020

A fully featured and user productive CRM

I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use.

There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting.

My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs.

Overall I am a Daylite addict and evangelist!

Vorteile

Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user.

Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption.

There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings.

Nachteile

Some highly technical limitations:
- No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome!
- Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement.
- Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version

Stephen
  • Branche: Zeitung
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 6.10.2022

Why we use Daylite as a media company

Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite.

I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team.

Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.

Vorteile

The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important.

Being able to update the database on our iPhones and iPads lightens the physical load on our team

Nachteile

If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.

In Betracht gezogene Alternativen

monday.com und HubSpot CRM

Gründe für den Wechsel zu Daylite for Mac

Daylite was the most configurable and easiest to use

Antwort von Marketcircle

Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support!

Beantwortet am 28.10.2022
Michael
  • Branche: Bau
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionen
2
Bedienkomfort
2
Kundenbetreuung
5

2
Bewertet am 30.1.2020

Still waiting for Daylite to catch up

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.

Vorteile

It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

Nachteile

It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

Verifizierter Rezensent
  • Branche: Medienproduktion
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
4
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 30.1.2020

Improvement over time!

I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.

Vorteile

I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support.

Nachteile

It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Daylite for Mac

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.

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