Daylite for Mac
Sobre Daylite for Mac
Exclusivamente para iPhone, iPad y Mac. Daylite es una aplicación de gestión de proyectos y CRM para pequeñas empresas que usan Mac y necesitan supervisar clientes potenciales, clientes, proyectos y tareas en un solo lugar.
Daylite ayuda a recordarte cuándo hacer un seguimiento con clientes potenciales y clientes existentes, supervisar la comunicación con ellos y segmentarlos, así como a organizar todos los procesos y pasos en ofertas y proyectos y gestionar las tareas, reuniones y notas del equipo; todo en un solo lugar.
Daylite se integra con Apple Mail para que puedas vincular todos los correos electrónicos a clientes y proyectos, configurar recordatorios de seguimiento y programar reuniones; todo desde la bandeja de entrada. Daylite también se sincroniza con los contactos y el calendario de Apple.
Precios desde:
US$ 39,99/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a Daylite for Mac
Dispositivos
Tamaño de la empresa
Disponible en los países siguientes
Australia, Canadá, Alemania, Francia, Reino Unido, Irlanda, Japón, Países Bajos, Nueva Zelanda, Singapur, Estados Unidos, Sudáfrica y otros 7
Idiomas admitidos
inglés
Precios desde:
US$ 39,99/mes
- Versión gratuita
- Prueba gratis
- Suscripción
Las 5 mejores alternativas a Daylite for Mac
Imágenes
Funciones
Funcionalidades totales de Daylite for Mac: 72
Alternativas
Salesforce Sales Cloud
Act!
Insightly
HubSpot CRM
Opiniones
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- Sector: Servicios financieros
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
A fully featured and user productive CRM
Revisado el 29/1/2020
I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set...
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!
Puntos a favor
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.
Puntos en contra
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
- Sector: Propiedad inmobiliaria
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Game changer for small business
Revisado el 21/11/2021
Puntos a favor
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.
Puntos en contra
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.
Respuesta de Marketcircle
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!
- Sector: Consultoría de gestión
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 3.0 /10
Mac Friendly but Poor service
Revisado el 5/5/2022
A useful CRM and used for 5 years, but problems cited above became too hard to deal with and issues...
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
Puntos a favor
sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as cloud
Puntos en contra
(i) does not successfully send or receive MS or Google calendar invites consistently (ii) customer service is slow (iii) glitchy and crashes
Respuesta de 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!
- Sector: Producción audiovisual
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Improvement over time!
Revisado el 30/1/2020
I really like the Opportunities funnel - that I can keep top of mind who are all the potential...
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.
Puntos a favor
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.
Puntos en contra
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.
Razones para cambiar a 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.- Sector: Propiedad inmobiliaria
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Daylite Review
Revisado el 17/3/2020
Absolutely love the product. Marketcircle continues to update and revise the software. Would love...
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.
Puntos a favor
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
Puntos en contra
It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.
Razones para elegir Daylite for Mac
Daylite seemed better suited for my business and seemed less difficult to use.Software anterior
Act!Razones para cambiar a Daylite for Mac
Daylite seemed a better fit for my business.Respuesta de Marketcircle
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!
Preguntas frecuentes sobre Daylite for Mac
He aquí algunas preguntas frecuentes sobre Daylite for Mac.P. ¿Qué tipo de planes de precios ofrece Daylite for Mac?
Daylite for Mac ofrece los siguientes planes de precios:
- A partir de: US$ 39,99/mes
- Modelo de precios: Versión gratuita, Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de Daylite for Mac?
Los clientes habituales de Daylite for Mac son:
Trabajador autónomo, 2-10, 11-50, 51-200
P. ¿Qué idiomas admite Daylite for Mac?
Daylite for Mac admite los siguientes idiomas:
inglés
P. ¿Daylite for Mac es compatible con dispositivos móviles?
Daylite for Mac admite los siguientes dispositivos:
iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra Daylite for Mac?
Daylite for Mac se integra con las siguientes aplicaciones:
Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier
P. ¿Qué tipo de asistencia ofrece Daylite for Mac?
Daylite for Mac ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat
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