Was ist Daylite for Mac?
AUSSCHLIESSLICH für Mac, iPhone & iPad. Daylite ist ein CRM & Produktivitäts-Manager für kleine Unternehmen. Erstelle bessere Kundenbeziehungen und steiger Deine Team-Effizienz. Teile Informationen mit Deinem Team, indem Du alle E-Mails, Notizen, Anrufe, Termine und mehr für Deine Kunden an einem Ort anzeigst. Daylite integriert mit Apple Mail wie kein anderes CRM. Speicher E-Mails und plane Aufgaben direkt in Apple Mail. Verwalte Deine Kontakte überall auf Macs, iPhones & iPads auch ohne Internetverbindung.
Wer verwendet Daylite for Mac?
Für MAC-basierte kleine Unternehmen, die Projekte und Aufgaben in einem Team verwalten müssen.
Wo kann Daylite for Mac bereitgestellt werden?
Cloud, SaaS, webbasiert, Mac (Desktop), iPhone (mobil), iPad (mobil)
Daylite for Mac – Videos und Bilder
Daylite for Mac Funktionen
- Alarmfunktion / Benachrichtigungen
- Angebote / Schätzungen
- Anpassbare Berichte
- Anpassbare Vorlagen
- Automatisierung von Geschäftsprozessen
- Berichterstattung / Analyse
- Berichterstattung / Projektverfolgung
- Berichterstattung und Statistik
- E-Mail Marketing
- Für Finanzinstitutionen
- Für Mac-Geräte
- Für iPad-Geräte
- Mobiler Zugriff
- Suchen / filtern
- Verfolgung von Interaktionen
- Werkzeuge zur Zusammenarbeit
- Zugriffskontrollen / Berechtigungen
Alternativen für Daylite for Mac
Bewertungen über Daylite for Mac
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!
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.
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
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.
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.
Antwort von Marketcircle
vor 5 Monaten
Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!
Mac Friendly but Poor service
Kommentare: A useful CRM and used for 5 years, but problems cited above became too hard to deal with and issues increased. We are moving to Hubspot now
sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as cloud
(i) does not successfully send or receive MS or Google calendar invites consistently (ii) customer service is slow (iii) glitchy and crashes
Antwort von Marketcircle
Hi Stuart. We're very sorry to hear about your issues with Daylite. Thank you for taking the time to write a review. We deeply appreciate your feedback. Best of luck!
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.
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.
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.
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.
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.
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.
Warum Daylite for Mac gewählt wurde: Daylite seemed better suited for my business and seemed less difficult to use.
Zuvor genutzte Software: Act!
Gründe für den Wechsel zu Daylite for Mac: Daylite seemed a better fit for my business.
Antwort von Marketcircle
vor 2 Jahren
Hi Diense, Thanks so much for taking the time to review Daylite! It's awesome to hear mail integration is helping you! We hear you on reports and custom fields - we've passed this along to our developers!