Daylite for Mac Erfahrungen

Daylite vereinfacht die tägliche Organisation

Kommentare: 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.

A fully featured and user productive CRM

Kommentare: 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

Game changer for small business

Vorteile:

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Nachteile:

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Still waiting for Daylite to catch up

Kommentare: 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.

Improvement over time!

Kommentare: 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.

Helps me to Get Things Done

Kommentare: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Vorteile:

It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Nachteile:

It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

Best CRM for Mac Users

Kommentare: I run everything on Daylite. I couldn’t imagine life without it

Vorteile:

Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

Nachteile:

I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management. The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

Daylite Review

Kommentare: Absolutely love the product. Marketcircle continues to update and revise the software. Would love if the developers came out with more detailed specifics for the Real Estate.

Vorteile:

Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.

Nachteile:

It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.

Love it

Vorteile:

I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.

Nachteile:

It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.

To work in our company the best option and I recommend to all.

Vorteile:

Simplicity and clarity, We like this app

Nachteile:

Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back.

Mac

Kommentare: Sales focus

Vorteile:

It works great- ease of transition and works across all of Mac

Nachteile:

Nothing- it was easy to use- offered great customer support

Best Mac CRM available

Kommentare: My use case: small consulting firm that has been in business for 3 years. We use Daylite for customer relationship management, project & task management, calendar/resource management, as an applicant tracking system for our executive recruitment line of business, opportunity tracking, correspondence, etc. Prior to using Daylite, we ran the Salesforce platform and if you are willing to commit to the Apple/Mac ecosystem, Daylite is simply so much better than anything else that we have tried for the variety of tasks above. Not only was our previous solution almost 3x the cost, it was much more difficult to use, to customize, and to generate employee buy-in to actually use the system. Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. The data is in the cloud, but the application sits on my machine. This allows for the excellent reliability and off-line usability of a desktop application with the security, standardization, and data-recovery benefits of the cloud. Obviously, because it is Mac-only, I can't get a seat for one of my partners/contractors unless either they or I am willing to invest to get them into the Apple ecosystem. Not a problem internally for my company, but it is a limitation that can best be described as the blessing and curse of Daylite. I am certain that if it was a web-based or cross-platform software, it would not integrate as tightly and there would be more performance issues. Its not something that I consider a fatal flaw as I am fully invested in the Apple ecosystem, but is a limitation for scalability. In the few instances where I have had a support issue come up, I'd place MarketCircle's support team right at the top of software support teams that I have ever dealt with. They spend the time necessary to understand the problem, find the solution, and communicate fully and quickly. What more can you ask for? If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough.

Vorteile:

It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much.

Nachteile:

The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation.

Powerful and highly customisable multi-function app, but subscription prohibitive for non-commercial

Kommentare: 1. My primary contact list, especially for business associates and friends​ globally from my working life.
2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs.
3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.

Vorteile:

Almost infinitely customisable fields, keywords etc. for fast data search and smart lists. A CRM database, with the added functions of project management and data forms. Automatic copying of e-mails to companies and people​. Ability to telephone from the app. Ability to create templates and forms. Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example. Not enough time to list all its amazing features!

Nachteile:

Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use. Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.

Daylite is my Command Central

Kommentare: I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players.

Vorteile:

I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.

Nachteile:

The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.

Information to everybody

Kommentare: The fact that you can write down absolutely everything such as schedules, tasks, emails and share it with other people is incredible..

Vorteile:

It is like an agenda taken to the next level, it allows you to have all the notes and reminders, the data and everything perfectly controlled. something that just makes your life easier.

Nachteile:

Maybe at first, when you start using it, it is not so intuitive

Couldn't function well without it

Kommentare: They are very responsive to my queries and get back to me within 24 hours if I need help. The 24 hours is completely acceptable since I am based in NZ and they are on a different time zone.

Vorteile:

The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times.

Nachteile:

I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes.

Daylite is the complete file management package

Kommentare: Daylite is promoted as great for getting new work. It is but it is much more than that. Once a new job is won, Daylite tracks the work, keeps time and records all movement on the file. When you time cost work, the ability of Daylite to track every action taken and all letters, and emails and documents received quickly and efficiently is fantastic.

Vorteile:

The integration of the CRM with the ability to have discrete files for different projects (matters) for the same client.

Nachteile:

Sometimes attachments do not remain attached to emails when saved to a Daylite project.

Powerful Business Development for the Entrepreneur

Vorteile:

This is a great tool for our time - it feeds and tracks all information about the all important customer into one location, allowing consistent and relevant information to be channeled to and from the prospect and customer. I love this CRM! The team of developers and customer support professionals are quick to respond, bright and friendly, and take my concerns (a sole practitioner) seriously every time. The ios Daylite app is just as powerful and new features, such as an integrated mail function, are being developed all the time.

Nachteile:

I would want better integration with texting and calling from my iphone. Texting is now handled by a third party developer which doesn't meet the standards of function and ease of use set by Daylite developers.

Daylite contact management is a must for Apple/Mac users! Outlook is archaic in comparison.

Vorteile:

Synchronization with Apple programs is awesome. Broad range of functionality; i.e. contact management, calendar, tasks, project management, sales/opportunity management, mail merge, scheduling with shared calendars, etc. etc. Ability to import events from Outlook. Contact management is 'Person' driven, not date/event driven like Outlook. I can view upcoming events with contacts, as well as history with each contact. Love the online version! Love Daylite iPhone app!

Nachteile:

There is nothing I don't like about Daylite software. I highly recommend it. My only wish is that Outlook was an Apple vs. PC product, since the business world is entrenched in Outlook vs. Apple Mail. This would eliminate dragging events scheduled in Outlook to Daylite. It's a simple, easy step though and I'm grateful for this functionality.

The perfect Mac CRM program.

Kommentare: While I am glad to see a Mac-compatible product, I really wish that it was available for PC users. As someone who uses a Mac for a laptop and a PC as a desktop, it can get a little annoying to have to bring out my Mac to use it. I have seen a lot of people complain that you cannot use Daylite with other email clients, I know you can use Gmail with Mail. I have not tried connecting my Gmail with Mail, but I would imagine that once you have it connected, Daylite will work with those as well.

Vorteile:

Well, the best part of Daylite is its integration with my Mac’s Mail app. There are a lot of products that leave out Mac users, but Daylite works perfectly with my High Sierra machine. I love that I can create a calendar entry for things that I have to do that are mentioned in my emails. The ability to track future sales helps us keep up to date on how we are meeting our company’s goals. Not only is it very easy to use, but it also has a mobile app that syncs with the program.

Nachteile:

The price has to be the biggest con for me. It is rather steep when compared to other CRM programs, especially when you start to add users. While I am personally glad that there is finally a Mac CRM program, as someone who also uses a PC, I find that it’s a little frustrating to have to pull out my Macbook every time that I needed to use the program. I would also like to see an option for more storage, especially for the cost of the program.

All my data, easily searchable, in one place

Vorteile:

Ability to interrelate people, companies, locations, business types etc etc in an almost infinitely customisable way. Ability to maintain comprehensive records of activities, communications and relationships with contacts. Powerful search criteria and ability to create smart lists from them. Facilities to plan and follow up, linking multiple people, activities, companies, resources etc. Having all my data in one place. Intuitive, once you have understood all the available options.

Nachteile:

Not really a "con", but rather a recommendation. Have a clear idea of what you want Daylite to do for you, and structure the highly flexible options, keywords, relationships, locations etc. accordingly before you start. You can edit reasonably easily, but it's best to get it approximately right at the outset.

The most flexible CRM we found for our business!

Vorteile:

The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.

Nachteile:

They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get... The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).

The best CRM I've ever used

Vorteile:

1. It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc. 2. It integrates perfectly with David Good's Getting Things Done (GTD) methodology. In the past I've had to use two or three apps to do this. Daylite does it all in one place and does it very well. 3. It's reliable. I rarely have a glitch and - when I do - it's minor and tech support already has a fix. 4. It automatically creates backups of the data. I don't have to worry about that.

Nachteile:

The biggest drawback is that it isn't easy to create templates for documents, labels and reports. To create a new label or report template, I need to go to my Daylite consultant, which costs me money. To create a new Word document template is clunky and requires experimentation.

Outstanding customer support and ability to customize

Vorteile:

In the Mac world this program has no equal in terms of the flexibility and the power of built in features and the ability to add on modules that your business needs. When you have questions or problems their system for customer support is better than ANY I have ever dealt with inside and out of the software world.

Nachteile:

There is a steep learning curve to get to the full functionality of the product but that does not prevent you from utilizing what you need to begin with and they have great training videos.

Feedback

Vorteile:

It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite.

Nachteile:

Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product.