Description de Daylite for Mac

CRM pour Mac et iOS. Daylite vous aide, vous et votre équipe, à suivre la communication avec les clients, à suivre les transactions et à gérer les projets dans une application tout-en-un. Partagez avec votre équipe pour que tout le monde reste informé. Facile à personnaliser. Contrôles d'autorisation flexibles. Évolutif. Fonctionne avec les applications Apple que vous aimez comme Apple Mail, Apple Contacts, iCal, Siri, Reminders, etc. Faites en sorte que vos clients restent satisfaits et votre équipe synchronisée grâce à Daylite.

Qui utilise Daylite for Mac ?

Pour les petites entreprises BASÉES SUR MAC qui ont besoin de gérer des projets et des tâches en équipe.

Où peut-on déployer Daylite for Mac ?

Cloud, SaaS, web, Mac (ordinateur), iPhone (mobile), iPad (mobile)

À propos de l'éditeur

  • Marketcircle
  • Fondé en 1999
  • Chat

Pays disponibles

Afrique du Sud, Allemagne, Australie, Canada, France et 7 autres

Langues

anglais

Daylite for Mac - Prix

À partir de :

39,99 $US/mois
  • Oui, essai gratuit disponible
  • Oui, version gratuite disponible

Daylite for Mac est disponible en version gratuite et propose un essai gratuit. La version payante de Daylite for Mac est disponible à partir de 39,99 $US/mois.

Plans de tarification obtenez un essai gratuit

À propos de l'éditeur

  • Marketcircle
  • Fondé en 1999
  • Chat

Pays disponibles

Afrique du Sud, Allemagne, Australie, Canada, France et 7 autres

Langues

anglais

Daylite for Mac en vidéos et en images

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Vidéo de Daylite for Mac
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Fonctionnalités - Daylite for Mac

  • Accès mobile
  • Alertes/Notifications
  • Automatisation des processus métiers
  • Automatisation du marketing
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Configuration des workflows
  • Contrôles/Permissions d'accès
  • Devis
  • Fonctions pour secteur de l'assurance
  • Fonctions pour secteur immobilier
  • Gestion des abonnements
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des clients
  • Gestion des contacts
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des idées
  • Gestion des leads
  • Gestion des opportunités
  • Gestion des pipelines
  • Gestion des ressources
  • Gestion des tâches
  • Gestion du pipeline de ventes
  • Intégration de tiers
  • Intégration des médias sociaux
  • Intégrations de tiers
  • Modèles personnalisables
  • Outils de collaboration
  • Partage des fichiers
  • Planification et programmation de projets
  • Pour appareils Mac
  • Pour iPad
  • Pour institutions financières
  • Qualification de leads
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Recherche/Filtre
  • Reporting et suivi de projet
  • Segmentation
  • Stockage de documents
  • Suivi des interactions
  • Suivi des références
  • Système de calendrier et de rappel
  • e-mail marketing

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Avis sur Daylite for Mac

Note moyenne

Note globale
4,6
Facilité d'utilisation
4,4
Service client
4,5
Fonctionnalités
4,4
Rapport qualité-prix
4,4

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
67%
4
24%
3
6%
2
2%
1
1%
Adrian
Adrian
Founder (R.-U.)
Utilisateur LinkedIn vérifié
Services financiers, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A fully featured and user productive CRM

5,0 il y a 3 ans

Commentaires : 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!

Avantages :

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.

Inconvénients :

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

Breanne
Realtor (É.-U.)
Immobilier, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Game changer for small business

5,0 il y a 9 mois

Avantages :

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.

Inconvénients :

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.

Réponse de l'équipe de Marketcircle

il y a 8 mois

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!

Tamara
Attorney (É.-U.)
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Great for a solo

4,0 le mois dernier Nouveau

Commentaires : Was great before my company grew!

Avantages :

I used this for a long time when the accompanying Billings program was supported. It is great for an individual who wants to track contacts and schedule appointments.

Inconvénients :

There is no easy time tracking feature or way of billing clients without additional integrations. Support is slow because the company is based in Europe. And the Billings program does not allow multiple access tiers; it's "all or nothing" so even low level employees could have full visibility into firm reports.

Réponse de l'équipe de Marketcircle

le mois dernier

Hi Tamara - We're very sorry to hear you've had issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can find a solution for you. We appreciate your feedback!

PJ
PJ
Graphic Designer (É.-U.)
Utilisateur LinkedIn vérifié
Services juridiques, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Daylite is Badly Designed

2,0 il y a 4 ans

Commentaires : Terrible

Avantages :

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Inconvénients :

It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Réponse de l'équipe de Marketcircle

il y a 4 ans

Hi PJ, Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously. We're glad that you know your data and any work you put into Daylite was safe; that's really important to us! We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite. We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

Utilisateur vérifié
Owner (É.-U.)
Utilisateur LinkedIn vérifié
Production audiovisuelle, Auto-entrepreneur
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Improvement over time!

5,0 il y a 3 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : Insightly et Salesforce Sales Cloud

Pourquoi passer à 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.