Daylite for Mac – Bewertungsseite 3

Vorteile

• Has a local client and local copy of the database...not requiring an internet connection to work
• Seamless integration with Apple Mail application
• Ability to very easily link pretty much any data type to any other data type

Nachteile

• Doesn't (yet) include some of the more modern features of some other CRM's (Ex: Suggesting or even auto-pulling Linkedin info. for contacts)
• (Understandably), the project management features are not "collaborative" with clients....as each Daylite user much have a full Daylite account.

Vorteile

Easy implementation, rich functionality, integration with other Apple devices, iOS app for working on the road. Every functionality worked on first try with one exception, but then again the customer support was perfect

Nachteile

The user interface looks a bit outdated, yet it is easy to navigate. There is self-serve (i.e. company hosted, one time purchase) and cloud version (subscription). The company seems to promote the cloud version and the functionalityof the self-serve is limited in comparison with the cloud. Yet even the self-serve version functionality is more than sufficient for anyone.

Vorteile

Having it automatically track emails and phone calls was handy when used. Unfortunately a lot of the other difficulties meant I didn't use it much.

Nachteile

Not intuitive or easy to pick up. Seems like a lot of things were built for past users of the product who were used to it, not built to bring new users up to speed quickly. Also being restricted just to Apple products made it very difficult to use it company-wide.

Vorteile

I like being able to link the contacts with tasks and projects. I like being able to link email to contacts and I like being able to create custom reports.

Nachteile

cost. I have used Daylite since version 2, but I can't afford the subscription cost for this version.

Vorteile

Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

Nachteile

It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software

Vorteile

I appreciate Daylite for its stability, and depth of features. I have used it for many years and it never crashes. It offers me several ways to do whatever I want.

Nachteile

I wish that I could format text in notes. The only annoying feature is that when I reflexively hit "save" when filling out a form it closes the form. I wish I could reach tech support by phone when there is the very rare mission critical problem. Still, tech has been responsive and I've always been able to resolve any issue relatively quickly.

Vorteile

The customer support really treats this like a software that is integral to your business.

Nachteile

I think they could really benefit from exploring a Facebook integration to keep track of people I interact with on Facebook without a lengthy contact creation process for each person.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Daylite for Mac

Vorteile

A very good set of sales and workflow management features and a solid build. We love how it integrates our calendars (for people and resources), sales funnel (including quoting), project communications, and CRM. Mail integration allows all emails to be linked to the relevant contact, company, project or opportunity in the main database, so that all team member can see project communications. we are starting to use Zaps to feed directly into the database from other applications.

Nachteile

Template engine is not intuitive.
Could do with greater automation in contact information capture, and the ability to link multiple email messages in Mail to the same person/project/company by selecting multiple messages in Mail (currently only possible to do this one message at a time).

Vorteile

It does all Salesforce done 'and more' for less than 1/2 cost. Daylite is a best CRM product for less cost! The product is continuing to evolve and soon will release an integrated iOS feature that moves yet another element of a GREAT product to be SUPER FANTASTIC! Daylite's osX is unparalleled and it is integrated well with iOS. An upcoming enhancement to iOS will position Daylite to 'disrupt the CRM market'

Nachteile

I can not think of a single flaw. The product is feature rich and Daylite has countless Video tutorials on how to be leverage their product providing ideas that can support your unique needs.

Vorteile

I love the way contacts, projects, tasks, meetings, etc. are all independent objects that can be linked an infinite number of ways. I have used ACT! and many other CRMs. Daylite stands out to me as the clear winner. It helps me keep my personal and business projects, contacts, appointments and reference information organized. I use Mac and the integration with Mail is also extremely useful. Also I love the way Daylite Cloud syncs across all my devices, Mac OS and iOS seamlessly.

Nachteile

I had challenges with the Daylite Server version in the past so if you go with Daylite, stick with their cloud version.

Vorteile

The fact that it is native to Mac and does not have the quirkiness with Windows.

Nachteile

Some staff members don't have a Mac offsite; so, it can be a little challenging (but not impossible) to keep them on task.

Vorteile

It just works and is super reliable. Never lost any information in over 17 years of daily use.

Nachteile

It could be integrated into the OS better but a minor issue.

Vorteile

I love how easy it is to customise daylite for my specific needs within my business and also for my personal life. I use it as my only calendar now and it honestly runs 95% of everything I do. It keeps me accountable and ensures I give my clients consistency in their experience with me.

Nachteile

I struggle with the time zones - when making appointments or tasks it automatically sets the time zone to the time zone on your computer (quite logical) but for someone who travels almost weekly like myself, I have to manually set each appointment to floating to ensure I don't miss anything.

Vorteile

Flexibility, endless set-up possibilities, offline access, task management abilities (keywording is awesome)

Nachteile

not being able to have activity tasks auto-start at a certain date without setting up a task as a reminder

Vorteile

I love the ability to pre-program tasks to populate at each pipeline stage.

Nachteile

I find the permissions and teams concept a bit confusing.

Vorteile

The power & overall utility of the search function never ceases to amaze me.

Just starting to notice some of the finer details. Today I finally realized that some fields on a company or contact only show when they actually contain data. When no data, field is empty. Makes for much cleaner, less cluttered display.

Nachteile

Wish there were some way to document & manage the Keywords.

I will add a keyword... and then later wonder what I actually mean by it. Words, unless explicitly described are ambiguous.

Keywords may be something of a challenge when exposing use of Daylite to other users. Will my keyword meanings be obvious to them? I'll find out shortly.

Vorteile

Daylite has a very easy to use Interface on all Plattforms (Macs and Mobiles), thefore it is simply available at all time I need the features and informations I've stored in it earlier.

Nachteile

Daylite does not give me enough support to sort or group information in variuous screens and it doest not always store information in an ordered manner.

Vorteile

Flexibility and many features, versatile links between objects, hybride technology (cloud and on premise)

Nachteile

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

Vorteile

A CRM designed for MAC and Apple that would work across all of my devices.

Nachteile

I have experienced occasional glitches we are software would shut down while I am entering information onto a mobile device.

Vorteile

Easy to train others to work with. Has good CRM

Nachteile

We moved from our own server to cloud, worst move ever.

Vorteile

The process moved from initial lead, closing sales, create the project, managing tasks and evaluate the clients feedback. All manageable in 1 place.

Nachteile

It is only available for Mac, so all users require Mac. Scaling this system up, or connect outside partners, they require a Mac environment, which makes it harder for large organisations to work with Daylite too. (we work with oversea suppliers/ partners that share the same client)

Vorteile

Delightful and intuitive. Fantastic customer support.

Nachteile

Old version. Occasional issues with syncing using self serve DB
This is no longer an issue.

Vorteile

We've used this CRM for over 15 years now. The ease of use combined with the responsive customer service team makes this platform a real winner!

Nachteile

None that I can think of at the moment.

Vorteile

Features all the functions I am ever likely to need and bundles it in a reasonably easy to use package.

Nachteile

Yes there is always room for improvement in any software. Some of the functions could do with simplifying and also a few features added.

Vorteile

Incredibly powerful search and data filtering. Seamless integration with Mac and Mail. Smart Lists have huge breadth of application. Intuitive UI and an incredible amount of functionality within a simple interface.

Nachteile

A little buggy, crashes frequently - this is though, more of an annoyance than a real problem. Synchronization can be a challenge at times.

Vorteile

linking with persons and projects. and the extension"time&budget". i like the opportunities.

Nachteile

i sometimes loose the overview. - the today list becomes too long. - its hard to follow the deligated items.

Vorteile

Daylite is easy to understand and use. I love the design and functionality. It is quite a robust package! I especially like how you can work with the to do lists and the integration with MAC e-mail!

Nachteile

Unfortuntatly, Daylite is a bit pricey. Probably because you get more than a typical CRM. I would also like to have an external capability to schedule times in my calendar such as with Calendly but I am guessing they are working on a similar integration.

Vorteile

I enjoy the way the software integrates with Mac Mail, which allows me to associate emails with particular projects. I also like how easy it is to look up contacts that are associated with a project. It's nice to have all of the contact information available at a glance.

Nachteile

I wish the email functions integrated better with their sister software Billings Pro. Email is the primary method of communicating today, and billing can be based in large part on this type of communication.

Vorteile

It is soooo helpful to be able to add, change, or delete appointments, contacts, etc. no matter where I am. Am semi-retired now, but Daylite is an essential tool of my daily life - professionally AND personally.

Nachteile

Don't quite understand some of the duplications between Mac Mail and Daylite, but haven't had enough free time to check it out with customer service. Obviously only a minor thing.

Vorteile

Very easy to use, can be a good tool for storing information.

Nachteile

Has very limited number of features, feels like an old fashioned software.

Vorteile

It works.
Its kind of organized.
The functionality is kind of like working with windows which is actually a con.

Nachteile

THE UPDATES! Please get it right and stop with the updates! It's every two days.
It's not that organized.
It's clunky.

Vorteile

How easy it makes it to keep calendars, schedules, contacts, task lists, etc all together and linked and organized! It has truly helped our business and saved a lot of trees!!! :)

Nachteile

Since it is a computer program, sometimes it doesn't do what I would like it to do and that can be frustrating. When I run into something like this, I reach out to the support and they usually find me a way around it or explain how I could do it better!

Vorteile

integrates well into osx, great flexibility to streamline my workflows, great interface and ease of use, fantastic ability to set up office systems for client files, administrative tasks, accounting and invoicing etc, making my office work super efficient. allows me to maintain my own precedent letters and documents - much better alternative than some dedicated legal software packages.

Nachteile

not much to dislike about this software really ! a few small bugs here and there but customer support has been fastastic.

Vorteile

I'm probably not using Daylite to its full potential, but I can easily see if I was how powerful it would be!

Nachteile

No phone support, though over the years I have learned to trust their 24/7/365 email support. They will even do a screen share with you of you're having a particular problem. All in all, pretty impressive!

Vorteile

The software can easily adapt to your needs. Automating tasks & reports can be done very easily and delegation of items in a team environment is very easy. The customer support team is very easy to deal with and are quick, efficient and friendly in their interactions letting you get back to being productive quickly!

Nachteile

Would like the ability to auto generate reports on given dates based upon preset filters for notes. Would alleviate time spent on repetitive tasks so long as team was diligent in uploading notes.

Vorteile

Seemless integration with calendar and contacts. It on my iMAC, iPhone, iPad and Powerbook. I just upgraded to the Cloud which allows me to manage myself anywhere, anytime with the touch of my finger.

Nachteile

There is nothing I can think of that I do not like about it. If I had to come up with something it would be that there are features I know are available but I have not yet learned how to use them.

Vorteile

Daylite is a fantastic value, with features that cost many times more through other systems. I needed a CRM dedicated for the Mac, and it has really delivered. The cloud syncing function works beautifully; perfect for the frequent traveler. Their tech support is particularly good, with very prompt responses every time I do have a problem.

Nachteile

I wish it had better reporting functions. The canned reports included are not particularly useful to me. Also wish it could easily print out my daily calendar, since I keep my to-do list and schedule in Daylite.

Vorteile

Makes great use of the Apple OS & iOS systems. If you're on those platforms, why not use a program designed specifically to leverage them?!?

Nachteile

Only minor issues here; there are a few tweaks I'd like to make, but it's a solid system as it is. Would like an option for changes to some record fields to automatically feed into the history log (i.e. address changes, so you have a historical record of when you changed it etc).

Vorteile

Apart from it being native on a OS X platform, I love the following organised feature that runs my business.
CRM : having my calendar linked with my clients.
Opportunities : having all my quotations to clients organised into one screen.
Projects : having all my projects in one location allows me to see my work flow.

There are tons of feature that Daylite provides and I could hardly go through a day without using it.

Nachteile

The software could be more graphical like basecamp, but I would choose Daylite anytime because of the functions.

Vorteile

Easy to use, very intuitive re ticklers, tasks, reports, etc. Since I'd been using an iPhone and iPad for years I thought I'd take a chance and try converting to a MAC, Daylite, etc and I'm glad I did!

Nachteile

Tough to read the gray details in tasks, something market Circle is addressing I'm told. Activating the arrows in Tasks to advance or rewind the month is a little challenging also.

Vorteile

We use Daylite Mail Assistant as our first step to track opportunity leads and projects. We don't have to cc emails to other team members because all of the emails are in Daylite. When my colleague looks at a project in Daylite, he can see all the related emails there without having to be included on all the email threads.

Nachteile

Writing proposals is a little bit of a hassle, and there is no way to create invoices - other than using third-party apps or plugins.

Vorteile

Ease of usage and work with Mac without problems

Nachteile

A bit complicated but once customs it works better

Vorteile

I like that information is linked to other information. It is easy to link and unlink and to have info linked to more than one contact. Also, I can search for ANY information that is in the database.

Nachteile

for me, creating templates for reports requires outsourcing to consultant. But the consultant is terrific and gets report templates back to me quickly and makes adjustments without an extra charge.

Vorteile

Daylite integrates seamlessly across the Apple devices of all our team members. It's easy to use, intuitive, easy to personalise and in essence, manages our customer relations for us. The new team function is brilliant, you can see at a glance other team members schedules and workflows, and makes communicating with them and delegating tasks simple. If you're Apple equipped, I'd give Daylite a try, it will revolutionise your business.

Vorteile

Pure Mac app. I loved the interface and the flexibility. The email integration is great.
I found data entry and management really easy.

Nachteile

There is a bit of a learning curve and sometimes I would get 'lost in panes'.
For me, it was overkill in the end.

Vorteile

Tremendous integration of contacts and activities, as well as an excellent mail merge function that I have not found elsewhere.

Nachteile

In the early stages, it took a while to master the software. However, the team has been steadily improving it to the point that it is now easy to reach cruising altitude quickly.

Vorteile

Ease of use, integration with mail, very intuitive and comprehensive. Also, customer service is exceptional. They get back to you quickly and are always responsive.

Nachteile

The only thing that I can think of (and it isn't that important) is that I have multiple clients with the same company name and it is difficult to sometimes determine which company a person actually goes with

Vorteile

The perfect combination of CRM with Mail. The Daylite team always takes care of our concerns very quickly. You have also programmed a plugin especially for our needs in shortest time, this at a very good price/performance ratio.

Nachteile

To date (standing at 60,000 customers) we have not been able to find anything negative. Everything has always worked perfectly.

Vorteile

easy to use, does what is needed.
E-Mail integration

Nachteile

- In the I-Pone and I-Pad app, there should be a way to see "all calendars"
- Integration with other calendars, Outlook and Co... when one gets an invitation for example

Vorteile

How well Daylite and Apple Mail play together is a real strength. Capability to link almost anything. Utilization of the cloud and off line data is awesome feature.

Nachteile

Limited custom fields for organizations, contacts, opportunities, etc. Custom Fields are designed for only simple text. Report builder designed for computer science majors only. Lack of font size control.