Qui utilise Daylite for Mac ?

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

Description de Daylite for Mac

EXCLUSIVEMENT pour Mac, iPhone et iPad. Daylite est un CRM et gestionnaire de productivité pour petite entreprise. Établissez de meilleures relations avec vos clients et augmentez l'efficacité de votre équipe. Partagez les informations avec votre équipe en visionnant tous vos e-mails, notes, appels, rendez-vous et plus encore en un seul endroit. Daylite s'intègre à Apple Mail mieux que tout autre CRM. Stockez vos e-mails et planifiez vos tâches directement dans Apple Mail. Gérez vos contacts n'importe où sur votre Mac, votre iPhone ou votre iPad, même sans connexion Internet.

Informations sur Daylite for Mac

Marketcircle

http://www.marketcircle.com

Fondé en 1999

Prix de Daylite for Mac

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 29,00 $US/mois.

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Daylite for Mac video
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À partir de

29,00 $US/mois
Consulter les tarifs

Version gratuite

Oui

Essai gratuit

Déploiement

Installation (Mac)

Cloud, SaaS, web

Mobile (iOS natif)

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

Daylite for Mac - Fonctionnalités

Logiciels CCM (Customer Communications Management)
Chat et messagerie
Communication multicanal
Communications par lot
Communications à la demande
Contenu interactif
Contenu vidéo
Distribution d'e-mails
Gestion de contenu
Gestion des impressions
Gestion des modèles
Personnalisation
Alertes sur les biens
Gestion des campagnes
Gestion des contacts
Gestion des leads
Mise en correspondance des clients et des biens
Segmentation
Suivi des interactions
Suivi des références
e-mail marketing
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Génération de leads
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Automatisation du marketing
Catalogue de produits
Devis et offres
Gestion de projets
Gestion des campagnes
Gestion des centres d'appel
Gestion des contacts
Gestion des documents
Gestion des enquêtes
Gestion des leads
Gestion des listes
Gestion du territoire
Lead scoring
Pages de renvoi et formulaires Web
Suivi des interactions
Suivi des références
Support client
e-mail marketing
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du marketing automation
Lead scoring
Lecture de cartes de visite et de badges
Messagerie instantanée
Prévision
Segmentation
Stockage de documents
Système de calendrier et de rappel

Avis sur Daylite for Mac

Afficher 5 avis sur 320

Note globale
4,6/5
Facilité d'utilisation
4,4/5
Service client
4,6/5
Fonctionnalités
4,5/5
Rapport qualité-prix
4,4/5
Adrian C.
Founder
Services financiers, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 29/01/2020

"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

  • Provenance de l'utilisateur 
  • Publié le 29/01/2020
Diense B.
Realtor
Immobilier, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 17/03/2020

"Daylite Review"

Commentaires: 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.

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

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

Réponse de l'éditeur

envoyé par Marketcircle le 11/06/2020

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!

  • Provenance de l'utilisateur 
  • Publié le 17/03/2020
Michael G.
Proprietor
Construction, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    2/5
  • Facilité d'utilisation
    2/5
  • Fonctionnalités
    2/5
  • Support client
    5/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    2/10
  • Provenance de l'utilisateur 
  • Publié le 30/01/2020

"Still waiting for Daylite to catch up"

Commentaires: 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.

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

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 30/01/2020
Benoit S.
President
Immobilier, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 09/05/2020

"Essential"

Commentaires: I used the software for over 5 years and I recently came back to it having started a company with a partner. It is perfect to centralize the information and keep everything transparence.

Avantages: This software is like an assistant to me. Once out of my head, I know the information will come back at the right time reminding me what I have to do.

Inconvénients: The app has a lot if limitation. The mail assistant is great, but complicated for answers on the go via the Iphone.

Réponse de l'éditeur

envoyé par Marketcircle le 11/06/2020

Hi Benoit, we're so glad Daylite is helpful and works as an assistant for you!

We know how much it helps to have everything in one place! Thank you for taking the time to review us :)

  • Provenance de l'utilisateur 
  • Publié le 09/05/2020
Brian J.
Owner
Conseil en gestion, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 31/01/2020

"Helps me to Get Things Done"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 31/01/2020