Daylite for Mac – Bewertungsseite 2

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4,6
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Nutzerbewertungen zu Daylite for Mac durchsuchen

208 von 363 Bewertungen
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Verifizierter Rezensent
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 13.2.2018

Daylite helps me run my business from anywhere, on my phone, mac and iPad.

Control of my business.

Vorteile

I love that I don't have to do "old yeller reports" for my team. I can simply see where they're all at, and keep a track on the numbers that mean the most. dials, meetings, proposals, and won deals. All the attachments, client history, calls, and information is kept for me, so I can transition staff easily or update myself on activity.

Nachteile

I do wish that it had email open tracking, templates for emails, and suggested activity sets. As someone who may not be the most sales-inclined, I'd love a little more industry-leading guidance on what the best activities sets for networking, following up after a meeting, and such are.

Antwort von Marketcircle

Thank you very much for your review and it's great to hear that you use Daylite to help you see where your team is at, and help you win more business! :)

Beantwortet am 14.2.2018
Christopher
Christopher
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.8.2017

When I want to forget about my work, Daylite doesn't.

I work using Daylite every day - a consummate business tool.

Vorteile

I've been using Daylite for around seven years and run a paperless business using it. I've developed my system to more and more closely reflect my workflows. Creating 'activity sets' and 'pipelines' and applying them to projects ensures consistency of approach. The ability to link records gives the ability to build up complex relationships - and unlink them as necessary.

Nachteile

I can't really think of anything I don't like about Daylite! In the early days, there were synchronisation issues, but the software has moved on considerably since then. I'm now using the 'cloud' version. Even if my Macbook broke or I lost it - all of my work is safely stored on the cloud server.

Antwort von Marketcircle

Thank you Christoper for your review!

Beantwortet am 22.8.2017
Verifizierter Rezensent
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 9.4.2019

We have used Daylite for 10 years

Vorteile

You can link emails directly from Mac Mail, simple-easy-and always there. The switch to Daylite cloud was seamless and zero problems thus far. 10 years+ and still appreciate the features and ease of use.

Nachteile

I wish changing appt's on the calendar had an option to confirm. Also the ability to create form letters from a project with multiple contacts but utilizing one address would be a huge time saver.

Antwort von Marketcircle

Hi there,

It's awesome to hear you had a seamless move to Daylite Cloud! We know how important emails are so knowing you get value out of Daylite Mail Assistant makes us very happy!

We love hearing feedback from our customers - if you have feature requests, you can always reach out to us at [email protected] and let us know - it'd be great to hear more about your appointment and letters idea. Our developers review all requests :)

Beantwortet am 11.4.2019
Tamara
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
3

4
Bewertet am 13.7.2022

Great for a solo

Was great before my company grew!

Vorteile

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.

Nachteile

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.

Antwort von Marketcircle

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!

Beantwortet am 15.7.2022
Michael
  • Branche: Unternehmensberatung
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 14.2.2020

Best CRM for Mac Users

I run everything on Daylite. I couldn’t imagine life without it

Vorteile

Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

Nachteile

I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

In Betracht gezogene Alternativen

Agile CRM und HubSpot CRM

Gründe für den Wechsel zu Daylite for Mac

Better for Mac. Liked the look and feel of it better.

Antwort von Marketcircle

Hi Michael,

It's fantastic to hear you can't imagine life without Daylite, what a compliment!

We're passing along your feedback about Windows and more sales and time tracking functionality for our team to review as well! Thank you for taking the time to share your feedback.

Beantwortet am 11.6.2020
Verifizierter Rezensent
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionalität
3
Bedienkomfort
2
Kundenbetreuung
3

2
Bewertet am 19.2.2019

Used to be pretty good with a few bugs here and there

We use it mainly for retainer clients. So we are keeping projects open and delegate tasks internally. For time tracking and hour reporting Daylite is leading.

Vorteile

Task management and the apple mail plugin.

Nachteile

Some updates they did. Including reorganising the taks pipeline view and putting the general tasks list always in the bottom. Futhermore their new and crazy expensive subscription model (cloud).

Antwort von Marketcircle

Hi there,

We're glad to hear you're getting value out of time tracking and hour reporting with Daylite! Apple Mail integration with Daylite Mail Assistant is an awesome part of Daylite and we're happy you think so too!

We would love to discuss pricing options and hear more of your feedback on Tasks and Pipelines - you are more than welcome to reach out to us at [email protected] so we can talk further!

Beantwortet am 25.2.2019
Christian
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.2.2019

Daylite in a law practice

I run a law practice. I don't know how I would be able to maintain an overview of my clients and projects and dead-lines without Daylite. The software never caused problems, save for errors on my own part. It's greatly appreciated.

Vorteile

I appreciate the fact that a template for the database came pre-installed and that it was easily modified to suit my needs in terms for categories of contacts and projects/objects. The e-mail integration is important to me as mails are generally attached to the relevant contacts/projects. The integration of pages and numbers templates provides for a smooth process of drafting letters, contracts, income sheets etc. The task system of setting dates to keep me alert on dead-lines is crucial as I do a law practice and dead-lines are an integral part of my couselling.

Nachteile

I was worried about transferring to the cloud as I couldn't get an authoritative answer from my association as to whether I was really allowed to store sensitive client data this way. Consensus now seems to prevail that this is OK, though.

Antwort von Marketcircle

Hi Christian,

Thanks so much for your feedback!

It's great to hear tasks are keeping your on track and our options for integration are making things run smoothly.

We know how important deadlines are and we're really happy we're helping you get things done!

We appreciate the time you took to share your comments - thank you again!

Beantwortet am 4.3.2019
Diense
  • Branche: Immobilien
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 17.3.2020

Daylite Review

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.

Vorteile

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

Nachteile

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

Antwort von 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!

Beantwortet am 11.6.2020
Chris
  • Branche: Fotografie
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 13.9.2017

I look at Daylite as being my electronic office manager. Keeps me on track, and organized.

Helps keep my business activities, new biz, existing clients, projects' coordination, and link to billings on track, helping to reduce the stress of running my business.

Vorteile

As a sole proprietor, I needed a package that would keep me on track, and organized throughout all aspects of running my business. When used religiously, Daylite reduces the stress of being a business owner, allowing me to concentrate on being a creative professional. I am just beginning to use Daylite to organize my new business efforts, and am confident that it's keen organizational features will help grow my business. Now cloud based, I have access to my synchronized Daylite data across all platforms, IOS & Mac, from anywhere I have an internet connection.

Nachteile

Fairly steep learning curve that is worth the initial pain. The user MUST be dilligent in entering all pertinent data related to a project, prospect, lead, opportunity et.al. Enter the pertinent data immediately into Daylite and you will be rewarded with a secure, and concise database of information structured to keep the business owner on track. BUT, you must take the initial efforts to enter pertinent data. So, it is a con, but work thru that initial pain and it will be rewarded.

Antwort von Marketcircle

Thank you very much Chris for your review!

Beantwortet am 13.9.2017
Sharon
  • Branche: Informationsdienst
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 30.1.2020

Love it

Vorteile

I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.

Nachteile

It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Daylite for Mac

The integration with my apple tech and not needing to log into a web based service.
Brian
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 7.3.2018

The BEST CRM program for a Mac user!

Vorteile

I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy.

This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite.

Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.

Nachteile

I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.

Antwort von Marketcircle

Thank you Brian for your review! :)

We're happy to hear that you find Daylite to be the best CRM program to run your business. May you continue to win more business, and get more done with Daylite!

Beantwortet am 8.3.2018
LeeAnne
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
3
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.3.2018

I've been using Daylite for 7 years and can't imagine being a transaction coordinator without...

The biggest benefit for me is that I juggle 10-20 transactions at a time and I don't have to keep a million details in my head. It also provides a place for my brokers to look when they have questions about a transaction, current or past.

Vorteile

I work on a team, coordinating transactions for 4 brokers as well as assisting with various projects ranging from social media content creation to client events. Daylite offers one place to hold details and to track tasks. Transactions are Opportunities and everything else is a Project. Attaching emails is easy and super useful. Contacts we use over and over again only have to be entered once. No one on my team has to keep a million details in their head so it helps us all stay on the same page. Now that we have switched to the cloud its faster, more reliable, and I've been able to install it at home so working remotely is seamless.

Nachteile

Daylite mail assistant for iphone/ipad has been needed for years. Also really wish I could copy and paste multiple fields from people or company records.

Antwort von Marketcircle

Thank you LeeAnne for your review of Daylite. We're happy to hear that you're enjoying Daylite even more on Cloud.

Thank you for your feedback, I will submit your request over to our Design and Development Team.

May your team continue to win more business and get more done!

Beantwortet am 26.3.2018
Morten
Morten
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 17.1.2019

I loves Daylite

Doing my daily GTD.
That's about it.

Vorteile

That it's Mac only.
PC users are shit outta luck, because this rocks.
Integration with apple mail is awesome.
I've been using it since the dawn of time, and I guess I always will.
And that it works for teams.

Nachteile

Nothing, really. But if I HAVE to say something, it would be that it's a bit pricey.
But you know. Great tools cost money. So if you're a cheapskate, get outta here.

Antwort von Marketcircle

Hi Morten,

Thanks so much for taking the time to leave a review and for making us laugh!

We're so proud that you're getting a lot of value out of Daylite and how well it works for teams. It's great to hear you're Getting Things Done and that Daylite is part of that!

Beantwortet am 28.1.2019
Verifizierter Rezensent
  • Branche: Verteidigung & Raumfahrt
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 24.2.2020

LOVE IT!

Love It, Love It, Love it! It provided all of the features and functionality that one would need in a CRM.

Vorteile

I would highly recommend this CRM if you are a Mac OS user and looking for a very good and affordable CRM tool.

Nachteile

The only con that I have is related to OS. We switched from Mac OS as a company to WIndows OS and as such we were unable to continue to use Daylite. So my only complaint is that it is not Windows based.

Antwort von Marketcircle

It's so great to hear you love Daylite!

Thanks so much for taking the time to review us. We know a lot of companies use a mix of Mac and Windows and it's something we've heard from other customers too! We're adding your voice to this feedback for our team to review :)

Beantwortet am 11.6.2020
Helena
Helena
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
1

4
Bewertet am 11.1.2018

This software is easy to use, very intuitive, and keeps my team on point.

Vorteile

If you dislike Salesforce because it's too cumbersome or overwhelming, then try Daylite. It offers easy to use solid CRM tools, only those you need, not those you don't.

Nachteile

The mobile app needs to be more like the web version. Also, even though there's little need for tech support, I prefer having a "human" to speak with to quickly resolve problems. Back and forth emailing to fix things can be frustrating when one phone call can fix it. And hiring a Daylite expert can be expensive and difficult to find.

Antwort von Marketcircle

Thank you Helena for your review, and we're happy that Daylite is easy to use, and keeps your team informed.

Beantwortet am 16.1.2018
Jalecia
Jalecia
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

4
Bewertet am 26.3.2018

Daylite is ok

Vorteile

Daylite has a lot of functionality. I like how it keeps a timeline/paper trail of interaction with contacts. I also like that it keeps important dates such as birthdays and anniversaires on the calendar.

Nachteile

I really dislike how hard it is to disconnect the Daylite Assistant from MacMail. It slows down my computer on startup sometimes and I cant figure out how to remove it.

Antwort von Marketcircle

Thank you Jalecia for your review.

We're happy to hear that Daylite keeps a "paper" trail of your interaction with contacts all in one place.

Please check out our Daylite Help Centre to help with your DMA. May you continue to win more business, and get more done.

Beantwortet am 27.3.2018
Beth
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 29.1.2020

Daylite

Vorteile

Daylite is user friendly with many customizable functions which suit our business well.
The task system keeps us on track and nothing gets lost in the shuffle. We also are utilizing the activity sets to create systems and projects for workflow.
Daylite will enable a new untrained employee to enter into our business and take care of our clients easily Some much information is captured and stored in a sensible manner, it creates a continuum of customer service.

Nachteile

At times, there are too many reminder boxes popping up on screen.

It would be beneficial if we could like directly to the companies with who we do business, rather than logging on another screen.

In Betracht gezogene Alternativen

UKG Ready

Gründe für den Wechsel zu Daylite for Mac

Ease of use and familiarity. Time invested in learning the functionality.
Stuart
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
1
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
1

3
Bewertet am 5.5.2022

Mac Friendly but Poor service

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

Vorteile

sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as cloud

Nachteile

(i) does not successfully send or receive MS or Google calendar invites consistently (ii) customer service is slow (iii) glitchy and crashes

Antwort von 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!

Beantwortet am 13.5.2022
Verifizierter Rezensent
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 7.3.2018

It has been a great system to keep track of many opportunities between multiple people.

Vorteile

I like that you can chose what email gets linked to what. It does not chose for you. It has also been helpful to look back on history of contacts for deals that happen every year.

Nachteile

I wish automation was a bit easier to do. It seems difficult to get things to happen automatically but we continue to learn new things about the pipeline and tasks.

Antwort von Marketcircle

Thank you for your review!

We're happy to hear that Daylite helps you keep track of your opportunities, and linking your emails so you can look back on the deals you've made that year.

May you continue to win more business, and get more done with Daylite. :)

Beantwortet am 9.3.2018
Verifizierter Rezensent
  • Branche: Militär
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 30.1.2020

To work in our company the best option and I recommend to all.

Vorteile

Simplicity and clarity, We like this app

Nachteile

Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Daylite for Mac

Regular updates, reliability, possibility to work off-line,
Dale
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 30.9.2019

Excellent workload management tool

Daylite has contributed to the growth of our agency, allowing us to scale our systems, increase workload and manage execution with consistent quality and reliability. It's been essential to our success.

Vorteile

Daylite is a powerful piece of off-the-shelf software that helps us book and schedule projects, track new business opportunities, and manage workflow effortlessly in real-time, with full visibility for all team members.

Nachteile

Daylite didn't have the resource planning capabilities we needed, so we had to adopt a separate tool for that purpose.

Antwort von Marketcircle

Hi Dale,

What a wonderful review to read! We're so happy that Daylite has been helping you manage your workflow and workload in a reliable way.

Hearing that Daylite has been essential to your success is exactly what we aim to do - empower small businesses. We'd love to learn more about the kind of resource planning you're looking for, so you're always welcome to share your ideas/feedback with us at [email protected]!

Beantwortet am 24.10.2019
Floyd
Floyd
  • Branche: Fundraising
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
4

3
Bewertet am 16.2.2021

Daylite is...ok.

For a Mac user it can be a decent option, depending on your needs.

Vorteile

Daylite is the fundamentally 'ok'. It's run of the mill, super standard CRM system with no real competitive edge or something it excels at over others. It does things alright though.

Nachteile

Quite a few things are clunky, or an option can be missing. Expect the epitome of mediocracy, and you will not be disappointed.

Antwort von Marketcircle

Hi Floyd. Thank you for your review. If you ever consider giving another chance to Daylite, we'll be happy to walk you through and give you pro tips to boost your use of our CRM solution. Best of luck!

Beantwortet am 18.10.2021
Benoit
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 9.5.2020

Essential

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.

Vorteile

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.

Nachteile

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

Antwort von Marketcircle

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 :)

Beantwortet am 11.6.2020
Ingolf
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
5

5
Bewertet am 7.10.2021

Grest software, runs my business

I run all my projects, tasks and Activity from Daylite. Including phone calls, Mail etc

Vorteile

Organising features, linking, speed, excellent support and updating

Nachteile

Steep learning Curve, but well worth the effort

Antwort von Marketcircle

Hi Ingolf, we appreciate your review. We're glad you use Daylite to stay on top of your projects and track tasks, calls, and mail. Thank you for your ongoing support.

Beantwortet am 18.10.2021
Jorg
Jorg
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 11.1.2018

Daylite is the heart of our organization for planning, CRM and asset management.

Vorteile

Ease of Use! We don't have to train new employees how to work with it! Super stable and it's very easy to maintain your own Daylite server. The compatibility with CalDav & CardDav is very helpful.

Nachteile

Some kind of web interface would be nice, so Windows can use it if needed.
No integration with FileMaker. Self-Serve version has fewer features than Cloud version.

Antwort von Marketcircle

Thank you Jorg for your review, and we're happy that you see the value in Daylite, and use it to manage your business and your team.

Beantwortet am 17.1.2018
Verifizierter Rezensent
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 14.12.2017

Smallest of users finds things quite useful

It helps me manage my emails and invoices and similar. It is much easier to use than my last database and it does the backups seamlessly.

(The fields below about Industry and company size do not work)

Vorteile

Works seamlessly and reliably. And the few times I have had problems over what must be 8 or 9 years of use, they have been when I have changed computers, AND THE DAYLITE TEAM HAS ALWAYS BEEN MASTERFUL AT HELPING ME FIX THE PROBLEM! I could not ask for more, better, faster.

Antwort von Marketcircle

Thank you for your review of Daylite!

Beantwortet am 15.12.2017
Jamie
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
1
Bedienkomfort
4
Kundenbetreuung
1

3
Bewertet am 1.6.2020

Terrible if you have big database - support is slow and no priorty given to issues

Terrible. It was Good until there is a problem...

Vorteile

It basically does all we need when it's working.

Nachteile

The ISO does not work or sync. This is a huge issue that started over 6 months ago and I all I get is the run around about how they are working on it. No fixes, just "our engineering team is working on it". I've been using this software for 6 years and for the most part, has been decent until the last six months when I realised I am not a priority and they have little interest in addressing my problem.
IF YOU HAVE A BIG DATABASE or plan on growing one, don't even start with with this program.

Antwort von Marketcircle

Hi Jamie,

We're really sorry to hear you're having these issues - we know you have an open support ticket and are working with our team, and we'll keep doing everything we can to help!

We are glad to hear that you were enjoying Daylite prior to this, so we're doing our best to get you back there! Thank you for this feedback.

Beantwortet am 12.6.2020
Khai
  • Branche: Design
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 29.7.2019

Powerful, intuitive CRM

All-in-all we love Daylite, but we wish we could extend its functionality to more areas of our business.

Vorteile

Daylite leverages the power of the Mac OS to allow you to manage your data using Smart Lists and incredible searchability. It integrates with Mail to automatically import communications. It is easy and intuitive to use and works offline with sync for increased speed.

Nachteile

Daylite has limited functionality when it comes to quoting and invoicing as well as limited integrations.

Antwort von Marketcircle

Hi Khai,

Thank you for this feedback!

We love hearing that Daylite is intuitive and making a difference in your business!

We'd love to know more about what other kinds of integrations you're looking for or what would help you accomplish more with Daylite for the rest of your business! You're always welcome to reach out to us at [email protected] with any feature requests or ideas - and we can even suggest other options and workflows that may already be available!

Beantwortet am 19.8.2019
Crista
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 28.8.2022

Daylite review

Vorteile

I like the ability for it to be customizable by the end user.

Nachteile

Due to the end user customizeability it is incumbent upon the team to adopt common protocols in set up and use. Plus you have to buy add ons to create custom reports and widgets.

Antwort von Marketcircle

Hi Crista - Thank you so much for your review! We appreciate your feedback and ongoing support.

Beantwortet am 7.10.2022
David
David
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 21.11.2017

Outstanding in every way... Consistently improve and support the experience over six years of...

Vorteile

Intuitive interface, powerful data collection and incredible ability to cross-link data. I LOVE that it supports the "Getting Things Done" methodology and is so flexible that it can be modified to support many types of workflows. Team connectivity is simple, yet powerful. The few times I've had questions or issues, I've had live support within two hours to help me.

Antwort von Marketcircle

Thank you David for your review. Thank you for supporting and loving Daylite.

Beantwortet am 22.11.2017
Verifizierter Rezensent
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.11.2017

Awesome! Easy to use and very easy to stay on top of all aspects of our business.

The benefit of keeping my day to day organized, which allows me to stay on top of things.

Vorteile

I find Daylite very easy to use and customizable for how I like to sort and organize everything that the software provides.

Nachteile

There is nothing that I have found thus far that causes me to not like Daylite. A little annoyance may be changing the spacing of the calendar time scale so that I can see my entire day on one screen without having to scroll up or down.

Hiren
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 14.10.2021

Daylite is awsum to use

The overall experience is really good while using the CRM on Daylite.

Vorteile

Features are most impactful with ease to use and the integration between mails and direct mails are awsum.

Nachteile

All the features provided are good which we use.

Antwort von Marketcircle

Hi Hiren, thank you for such a great review! We're thrilled to know your Daylite experience has been so good and that you find it easy to use. Thank you for your ongoing support!

Beantwortet am 18.10.2021
David
  • Branche: Grundschul- & Sekundarbildung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
1
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
2

1
Bewertet am 8.11.2018

This company is not to be trusted.

After developing my entire CRM system around Daylite, they switch to a subscription service. It's bait and switch. My data and my system are now being held ransom. The company cannot be trusted. Don't commit yourself or your company to them!

Vorteile

Daylite has the best feature set available. It connects mail, projects, calendars, and more. One can get a lot done from within this one program.

Nachteile

Extremely expensive for an individual. I bought the product before they switched to a subscription model. If I want to continue, I must keep paying.

Antwort von Marketcircle

Hi David,
Is the price of the subscription your main hesitation for moving away from Daylite? We’d like to work towards having tiered pricing as we understand not everyone gets the same value out of Daylite based on your needs and which features you use /don’t use. Are you open to discussing how you’re using Daylite and figuring out a price point that fits your needs better? Also, with the subscription model your data is always yours. You can switch to the free plan at any time to still access your data in the event you want to stop paying for your subscription. Open to chatting more about this. You can reach out to our Customer Service Team at [email protected]

Beantwortet am 19.11.2018
Verifizierter Rezensent
  • Branche: Computer-Software
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 29.1.2020

Customer relations and follow up

Daylite helps us have a repository that holds all the information we need in our day to day workload with regards to customers. We use it to follow up on todos and to delegate work, and keep track of information sent to customers.

Vorteile

Daylite is the perfect tool for us to view customer contacts, communications, promises made and tasks to do.

Nachteile

I would have preferred an iPad optimized version that had all the functionality that I have in the desktop version.

Dr. Jon
  • Branche: Medizinische Praxis
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 30.5.2017

I use Daylite to store all my emails and equally as important patient reports.

Systematic integration of information technology. Can be used in a variety of circumstances from professional storage information to family documents.

Vorteile

Allows me to store all my contact communications and relationships to me so that I can efficiently respond to any questions as well as send out notices. For example I have a patient category that I can send group communications regarding treatments and government subsidies as well as I can send group emails to other traders regarding our outcomes. The program does a lot to systematize the information provided over the Internet and as such is a very valuable if not essential hub of my business. I am particularly appreciative of the support that I get which includes staff logging on and showing me on my computer what I need to do.

Nachteile

I have been using Daylite for several years now and have become accustomed to working with it. Difficulties have arisen typically in synchronizing the Daylite database with other programs such as Apple Mail.

Verifizierter Rezensent
  • Branche: Bekleidung & Mode
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 29.1.2020

Mac

Sales focus

Vorteile

It works great- ease of transition and works across all of Mac

Nachteile

Nothing- it was easy to use- offered great customer support

Rachel
  • Branche: Eventservice
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
0

3
Bewertet am 21.10.2021

Tons of functions, could be improved

Vorteile

My company uses Daylite for all sorts of purposes including our day-to-day calendar, CRM, contact guide, etc. For these uses it is a great program and helps us organize our calendar pretty well

Nachteile

This software has been challenging to download/operate on certain Macs, often stops working and is not super easy to use on iPhones

Antwort von Marketcircle

Hi Rachel, thank you for your review. We're happy to know that Daylite helps you keep up with your contacts and organize your calendar. Remember, you can always reach out to our support team if you experience any technical difficulty, such as issues with downloading. Here is our support link for your convenience: https://support.marketcircle.com/hc/en-us/requests/new

Beantwortet am 27.10.2021
Mihael
Mihael
  • Branche: Fotografie
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 8.11.2017

Bloodstream of my business

Daylite helps me manage all aspects of my small commercial photography business.

Vorteile

Daylite helps me link and keep track of all aspects of my business, from client acquisition to project management.

Nachteile

I wish the program were a little snappier on my computer. Overall, this software is well-thought out and very powerful.

Antwort von Marketcircle

Thank you Mihael for your review! We're happy to hear that Daylite helps you manage your small business.

Beantwortet am 15.11.2017
Tony
Tony
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 2.2.2018

Excellent product

Vorteile

Very easy to use. Intuitive product. You can customize any field or area of the program that will allow you to track pretty much any information you want.

Nachteile

Integration across platforms is tricky. I do not believe you can use this product with Microsoft software

Antwort von Marketcircle

Thank you Tony for your review of Daylite.

We're happy to hear that Daylite is intuitive and easy to use to help keep your business on track.

Beantwortet am 5.2.2018
Derek
  • Branche: Grafikdesign
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
2
Bedienkomfort
4
Kundenbetreuung
0

3
Bewertet am 23.12.2020

A good CRM, but lacks integrations.

I've been using Daylite through the company I used to work for (and now contract for) since around 2007. They use it primarily as a CRM, but also as a project management tool to track time worked against projects. This is where the problems started, as we would create "Appointments" in the calendar for time spent on a project, then manually tally everything up at the end of the month. Talk about a royal pain. You also can't do billing directly to clients (to my knowledge), which means you need a separate software solution for that. The more "administrative" elements of my business I can put under one roof, the better (which is why I'm using Freshbooks, which is admittedly accounting software and not a CRM, but Freshbooks has a lot of integrations with other CRM solutions).

Vorteile

To the extent that I've used it, it's easy to use. To me, it feels like a glorified phone book with a calendar. The GUI is pretty easy to get around, and I like the organizational structure it provides for managing the data.

Nachteile

It feels like a standalone piece of software that lacks integrations. I'm no expert in Daylite, but not being able to easily track time or invoices against customers/projects was always an issue for me.

Antwort von Marketcircle

Hi Derek. We're happy to hear you like our data management functions. Thank you for your review!

Beantwortet am 18.10.2021
Verifizierter Rezensent
  • Branche: Immobilien
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 14.12.2017

Total and simple, yet powerful integration with everything Mac OS

Seamless with Apple OS

Vorteile

Seamless across all devices is first and foremost important. Integration between Apple Mail and Daylite is invaluable. Simple and intuitive interface that is customizable to our industry. No downtime, need for extensive backup plan of data. Customer service is 100% on point with any questions or issues I may have

Antwort von Marketcircle

Thank you for your review of Daylite.

Beantwortet am 15.12.2017
Richard
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 6.3.2019

Review

Very positive.

Vorteile

Using Daylite allows you to see Daylight (I'm Australian) as you are able to open less time infant of your computer and more time outside of the office due to increased productivity and efficiency.

Nachteile

Product suggestions and enhancements are not acted on as soon as would be ideal. Now that you are not developing two parallel products; one self-serve and one cloud I am hopeful this will change.

Antwort von Marketcircle

Hi Richard,

Thanks for taking the time to give us your feedback! We're so glad Daylite is making your more efficient and helps you get more done so you can enjoy that daylight :)

We're continuously trying to improve Daylite and are always happy to hear any about any feature requests you may have! You're always welcome to reach out to us with ideas or to check in on any request you've had in the past at [email protected]!

Beantwortet am 20.3.2019
Verifizierter Rezensent
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
2

4
Bewertet am 25.1.2018

Pleasantly rewarding

Vorteile

Once over the initial hump of transitioning from Outlook to Daylite the program becomes easy to use and is more efficient.

Nachteile

Marketcircle does not provide live technical support. Chat and email are way too time consuming. Please provide live tech support!!!

Antwort von Marketcircle

Thank you for your review of Daylite.

Beantwortet am 29.1.2018
Paul
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 31.1.2020

Fund manager operating a debt fund

I run a funds management business that lends money and we need to be able to stay on top of both investors and borrowers requirements. Arranging things in projects is a life saver because all my information about a project is in the same place, available to me wherever I am. When I need to interact with either a borrower or an investor I am able to answer their questions without having to refer back to the office.

Vorteile

It keeps my whole life organised. I work at two different companies and teach a couple of university courses each year so my life is busy. Daylite enables me to keep track of projects and people. It keeps everything I need in one place.

Nachteile

It's a function of how calendars work, so it's not a problem that Daylite caused, but it can be difficult to keep calendars synched across a variety of platforms and devices.

Verifizierter Rezensent
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 9.10.2018

Perfect filters and reports

Vorteile

Our team deals with 100 to 200 persons a day. Daylite is the best CRM for us when it comes to filters, reports, analysis and bulk edits. It easily integrates with all other tools via Zapier.

Nachteile

It should support Gmail and not just Apple Mail.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you appreciate our Zapier integrations as well as our features offered within the platform.

Beantwortet am 12.10.2018
Eric
  • Branche: Maschinenbau oder Wirtschaftsingenieurwesen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 13.4.2017

Get Product For The Apple Centric Environment

Daylite manages customers, accounts opportunities with ease. Tightly coupled integration with Apple Mail and calendaring functions make it a seamless product that delivers results. It has depth and many time saving features as result of this tightly coupled nature of the Apple only ecosystem. It is this point where the challenge to Daylite exists, not the product but having the customer convert from a non-Apple platform to a Apple based computing infrastructure. The barriers of cost outside of Daylite are not insignificant, but the good news is that this cost barrier is becoming less over time and most users would be happy to move to an Apple based product.

Vorteile

Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths
Easy to create sales processes
Find anything instantly with database wide searching.
Easy to integrate with supported 3rd party applications such as bulk mailers

Nachteile

Single platform support - Apple Only. (Including no Web Portal Interface)

Chris
  • Branche: Krankenhausversorgung & Gesundheitswesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 6.10.2022

Daylite for Mac CRM

Excellent

Vorteile

Organizing prospects and managing the relationship connections

Nachteile

Time to fix glitches when they occur. Response time for emailed support.

Antwort von Marketcircle

Hi Chris - Thank you so much for taking the time to leave this review. We're happy to know that Daylite helps you organize prospects and build stronger relationships with clients. Thank you for your support!

Beantwortet am 28.10.2022
Ronald
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 12.9.2017

Oh, what a relief it is.... to finally make the jump to Daylite online!

Can't run our National non-profit without it.

Vorteile

The integration of email, and tons of fields plus 13 extras, gives me plenty of flexibility to sort/select and find the record I'm looking for.
Fr'instance, say, it's somebody I met at a Rotary Club in some state, but forgot the name, I simply do a search on any word or phrase (not necessarily a keyword) and Daylite finds the likely matches, whether in an email, or a note, or whatever. The associations of who is connected to who (whom?) and how, helps to connected the dots even more.

Nachteile

While there are plenty of report formats, and capability to modify somewhat, this could be improved. The Access database (at least from what I recall years ago) had a neat way to select/order reports & forms, such as listing, say, customers by city, within county, within state, within region, etc.

Antwort von Marketcircle

Thank you Ronald for your review. We're happy that Daylite helps you connect the dots for your non-profit!

Beantwortet am 13.9.2017
Emmanuel
Emmanuel
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 17.11.2017

without daylite no possibility to run my business

management of contact, customer visit organisation

Vorteile

Connetctivity, i-phone, contact management, combination through tags and sectorors,
apple mail connectivity, sales opportunity management

Nachteile

the last update of daylite map. very bad. if i could i would go back to the last version but it is unfortunately not possible

Antwort von Marketcircle

Thank you Emmanuel for your review.

Beantwortet am 20.11.2017
Lori
  • Branche: Personalwesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 8.6.2017

Great all-in-one CRM, Lead Management and Workflow tool for our business!

Our company has been using Daylite for 5+ years. MarketCircle is great at listening to customers and making updates and changes that are helpful to us. We are an executive recruiting firm and use this software to track clients, candidates, and each position we are asked to fill.

Vorteile

Daylite helps us to keep all information about a contact in one place. We can have contact information, notes from every conversation, every email communication, every document we have sent, and every opportunity, project or task associated with the client. Daylite has a great deal of flexibility in the ways you can remind yourself about upcoming activities. It helps us keep commitments to prospects and clients.

Nachteile

We cannot find a way to scan and load contacts into Daylite. We also wish it interacted with Evernote. We also wish that we could create custom reports more easily. Right now, Daylite recommends that we use a partner to create reports.

Antwort von Marketcircle

Thank you Lori for your review!

Beantwortet am 8.6.2017
50 von 208 Bewertungen