Daylite for Mac

Daylite

Avantages :

Selon moi Daylite est le meilleur logiciel pour la gestion de son flux de travail . Bien. Qu'il a moins de fonctionnalités que notion et asana , il reste qu'à même très utile

Inconvénients :

La disponibilité sur uniquement sur mac reste un problème majeur pour les utilisateurs de pc

A fully featured and user productive CRM

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

Why we use Daylite as a media company

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Love Daylite but does not integrate with 365 (outlook or teams)

Commentaires : I love Daylite and couldn't live without it many of the features but the lack of true integration with Microsoft 365 is a MASSIVE pain point for me. If this could be overcome and the UI given a refresh it would be almost perfect.

Avantages :

Offline sync, native app experience, powerful CRM, sales pipeline and project management features

Inconvénients :

No integration with Microsoft 365 is a massive pain point as 95% of my clients and stakeholders use it and it's not possible to sync 365 calendars or contacts with Daylite. Some parts of User Interface (UI) feel outdated. The merge / document assembly and estimates engine are really dated and not very user friendly to configure. Also - not all external calendar invites 'are not compatible with daylite'. Lastly - Marketcircle does not share its development roadmap so it feels like users are left in the dark.

Daylite is Badly Designed

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.