Pour qui ?

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

Notes moyennes

281 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • À partir de 29,00 $US/mois
    Consulter les tarifs
  • Version gratuite Non
  • Version d'essai gratuite Oui, obtenez un essai gratuit
  • Déploiement Installation (Mac)
    Cloud, SaaS, web
    Mobile (iOS natif)
  • Formation Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Marketcircle
  • http://www.marketcircle.com
  • Fondé en 1999

En savoir plus sur 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.

Daylite for Mac - Fonctionnalités

  • 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
  • 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
  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban

Produits suggérés

Avis les plus utiles sur Daylite for Mac

Daylite is my Command Central

Publié le 28/06/2019
Michelle R.
Designer
Design, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Marketcircle le 10/07/2019

Hi Michelle,

We're so glad to hear Daylite is making your life easier! Being able to link your emails and manage all of your projects with ease makes such a difference. Like most CRMs, we know Daylite does take some time to learn and it's great that our support team has been able to help you through the process!

Thank you so much for this wonderful feedback!

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

Publié le 29/11/2018
Minerals Engineer
Conseil en gestion, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
2 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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!

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Marketcircle le 05/12/2018

Hi there,

Thanks so much for taking the time to give us your feedback!

It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive!

If you'd like, we'd love for you to reach out to us at info@marketcircle.com so we can go over pricing with you and find the best option.

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