Daylite for Mac – Bewertungsseite 2

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.

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.

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.

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.

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

Gründe für den Wechsel zu Daylite for Mac

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).

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.

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.

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.

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

Gründe für den Wechsel zu Daylite for Mac

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.

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.

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.

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.

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.

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.

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

Gründe für den Wechsel zu Daylite for Mac

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

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.

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

Gründe für den Wechsel zu Daylite for Mac

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.

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.

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.

Vorteile

Organising features, linking, speed, excellent support and updating

Nachteile

Steep learning Curve, but well worth the effort

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Vorteile

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

Nachteile

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

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

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.

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

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.

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

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.

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!!!

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.

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.

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)

Vorteile

Organizing prospects and managing the relationship connections

Nachteile

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

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.

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

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.