Daylite for Mac – Bewertungsseite 3

4,6
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4,6
Gesamtbewertung
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Nutzerbewertungen zu Daylite for Mac durchsuchen

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Robert
  • Branche: Computer- & Netzwerksicherheit
  • 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 30.1.2020

Could not run my company without Daylite

• Exceptional experience....again, I could not run my business w/o Daylite
• My clients, partners & cohorts - and even my competition - marvel at the fact that I can literally pull any type of historical info. from Daylite that I want.

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.

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

5
Bewertet am 8.9.2017

Stable, Mac (and iOS devices) dedicated CRM software, you're not going to need more

Streamlining of customer relation management and project management. Saves a lot of work.

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The user interface looks a bit outdated, yet it is easy to navigate.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.

Antwort von Marketcircle

Thank you Michal for your review.

Beantwortet am 8.9.2017
Verifizierter Rezensent
  • Branche: Hochschulbildung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
2
Kundenbetreuung
0

3
Bewertet am 27.1.2021

Restricted to Mac and difficult to navigate

Overall the fact that it was limited to only Apple products and was difficult to onboard new employees ultimately led us to stop using it.

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.

Antwort von Marketcircle

Hi. We appreciate your review. We're glad to know Daylite helped you track emails and phone calls. Thank you for your support and best of luck!

Beantwortet am 18.10.2021
Diane
Diane
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 28.12.2017

too expensive for me

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.

robin
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
5

5
Bewertet am 15.3.2017

Very Robust System for Small Business---But you Have to Put the Work In

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

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

5
Bewertet am 23.1.2018

Daylite is a stable and mature platform that offers me multiple ways to do everything I need...

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.

Antwort von Marketcircle

Thank you Lonny for your review of Daylite.

We are happy to hear that Daylite offers you in-depth features to help you run your business and get more done.

Beantwortet am 24.1.2018
Robert
  • Branche: Musik
  • 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 29.1.2020

An excellent product but incredible service

It’s truly helped me take a unified approach to my tasks, projects, and communications

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

Zoho CRM

Gründe für den Wechsel zu Daylite for Mac

Because it seemed cleaner and more well thought out, especially on Mac.
Darryl
  • Branche: Medienproduktion
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 11.9.2017

Daylight users since 2008 for shared calendar, CRM, tracking of sales opportunities & projects.

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).

Antwort von Marketcircle

Thank you Darryl for your review!

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

5
Bewertet am 12.4.2018

BEST CRM SOFTWARE (oh, and also the BEST VALUE SOFTWARE for Money!)

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.

Antwort von Marketcircle

Thank you Alan for your support of Daylite!

We are honoured that you love Daylite as much as we do at Marketcircle!

We're super happy to hear that Daylite is your number CRM choice.

May you continue to win more business and get more done! :)

Beantwortet am 13.4.2018
David
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 28.2.2018

Outstanding intuitive product for business and personal use

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.

Antwort von Marketcircle

Thank you David for your awesome review of Daylite!

We're happy to hear that you're loving Daylite Cloud, and it syncs across all your Mac devices.

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

Beantwortet am 1.3.2018
Michael D.J.
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 26.5.2019

Helps me on a daily basis keeping track of the practice.

Overall it has been positive. Years ago, the web-competitors were not easy to use with Mac devices, ahem - iOS, but Daylite, being a Mac native program, is pretty smooth

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.

Antwort von Marketcircle

Hi Michael,

Thanks for this feedback! We want Daylite to help our customers stay on track and get more done so we're glad to see this is working for you!

We know the importance of a native Mac App for Apple lovers - and the ability to work offline is a plus! Thanks so much for taking the time to share your thoughts!

Beantwortet am 10.6.2019
Greg
  • Branche: Verbraucherdienste
  • 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 29.1.2020

Life is Run on Daylite

I keep track of everything and have done so for over 17 years. Run all my business through Daylite. Keep my complete calendar in Daylite. Have used it with multiple partners over the years to track projects from start to finish. The best application for business and life.

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.

Nisha
  • Branche: Fotografie
  • 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 28.1.2020

A brilliant solution for running your business

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.

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

5
Bewertet am 21.12.2016

My workflow nirvana

I've used Daylite for many years (long enough to remember how excited I was when Daylite Touch came out) and although the set-up took some brainstorming/planning because there is a myriad of possibilities for workflow management, it was well worth the investment. This product is versatile, robust and accommodating. I use it primarily for GTD and project planning for my accounting practice. It is my one-stop shop for organizing my time, tasks and deliverables. The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then. I cannot imagine my practice without Daylite.

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

Julie
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 27.9.2021

I love Daylite!

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.

Antwort von Marketcircle

Hi Julie! Thank you for your review. We're thrilled to know you use pipelines to help you streamline your projects. Thank you for your ongoing support.

Beantwortet am 18.10.2021
David
  • 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

5
Bewertet am 21.9.2017

Using since 2006. VERY satisfied.

Extremely powerful tool to organize & find information.

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.

Antwort von Marketcircle

Thank you David for your review! :)

Beantwortet am 21.9.2017
Torsten
  • Branche: Regierungsbeziehungen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

4
Bewertet am 1.2.2020

Daylite - My virtual Backoffice and GTD Tool

Daylite is my #1 choice under all CRM+ Tools I've tested so far and it's worth and one main reason to stay on a Mac!

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.

David
  • Branche: Personalwesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
3

3
Bewertet am 30.1.2020

Versatile, powerful, the UX can be better

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.

David
  • Branche: Medizinische Geräte
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 30.1.2020

Experience with Daylite software

Daylight is highly customizable, it has enable me to track all of the different manufactures, products and customers contact information and any or all activity and deals in process.contact information and any or all activity and deals in process. The more I use it the better it gets.

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.

Rick
  • Branche: Schiffbau
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
1
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
1

2
Bewertet am 26.2.2020

NO CUSTOMER SERVICE FOR CLOUD

Used the "combine" function and now our data is totally blown. Been since February 11, now 25th. No help except we'll look into it. Cant use any of our 8 yes if data and can not add any new data. Where is the help ?

Vorteile

Easy to train others to work with. Has good CRM

Nachteile

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

Antwort von Marketcircle

Hi Rick,

Thank you for taking the time to share this feedback! We're so sorry you've been having a bad experience. You are always welcome to reach out to us directly at [email protected] so we can investigate any issues and get things working for you!

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

5
Bewertet am 27.11.2017

Great tool to keep track of projects, tasks, sales, email conversation and manage teams

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)

Antwort von Marketcircle

Thank you Bas for your review, and we're happy to hear that Daylite helps you manage your business all in one place.

Beantwortet am 6.12.2017
Julian
  • Branche: Musik
  • 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 24.12.2018

Better than ever

So much more functional than basic contact and calendar sw. integration with Mail is great.

Vorteile

Delightful and intuitive. Fantastic customer support.

Nachteile

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

Antwort von Marketcircle

Hi Julian,

Thank you for giving us your feedback!

We love hearing that Daylite has been an intuitive experience for you - it's great that you're getting so much out of Daylite's functionality! We're really proud of our customer service and are glad to help.

We're always available to assist with any syncing issues or otherwise - don't hesitate to let us know! [email protected]

Beantwortet am 15.1.2019
Robin
  • Branche: Versicherung
  • 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 19.6.2021

Fantastic Platform!

We manage a large client base on Daylite. It has made our team much more efficient in our work flows.

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.

Antwort von Marketcircle

Thank you so much for the awesome review, Robin! And what an honour to have a loyal customer like you. We're happy to hear that you enjoy using Daylite. As always, we're here if you need anything. Thanks again.

Beantwortet am 28.9.2021
Mark
  • Branche: Medienproduktion
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 10.10.2021

Daylite in the dayime

Overall I'm very happy with Daylite. It works well.

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.

Antwort von Marketcircle

Hi Mark, thank you for your review. We're happy to hear Daylite has the main functions you need to run your business. Thank you for your support!

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

5
Bewertet am 11.4.2018

Our business relies on Daylite as our communication hub

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.

Antwort von Marketcircle

Thank you for your review Khai!

We're happy to hear that your business relies on Daylite as your communication hub.

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

Beantwortet am 13.4.2018
Yurr
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionalität
3
Bedienkomfort
2
Kundenbetreuung
3

3
Bewertet am 11.11.2017

it can do a lot, half of i don't use or dont know how to use it.

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.

Antwort von Marketcircle

Thank you Yurr for your review. I see that there might be some features you don't know how to use. Please feel free to join our Daylite webinar to learn more. :)

Beantwortet am 15.11.2017
Jannie
  • Branche: Personalwesen
  • 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 29.8.2017

I love Daylite and they have great customer service!

I have gotten greater structure and organisation in both my private and business life. Not to mention a much greater peace of mind due to the great overview of what is on my plate and training information in order to be more effective.

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.

Antwort von Marketcircle

Thank you Jannie for your review.

Beantwortet am 29.8.2017
Rocky
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 13.7.2017

Customer support is very responsive and personal. I recognize the same names from 5 years ago.

I use this for case management; it easily allows me to easily track all events for a given project.

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.

Antwort von Marketcircle

Thank you Rocky for your review. I have sent your feature request regarding Billings Pro to our Development and Design Team.

Beantwortet am 14.7.2017
Carmen
  • Branche: Verbraucherdienste
  • 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 24.3.2018

Have loved using Daylite for at least 7 years!

Having my personal and professional life organized in one place.

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.

Antwort von Marketcircle

Thank you Carmen for using Daylite for 7 years, thank you for the support and love!

We're happy to hear that you use Daylite to manage your professional and personal life.

May you continue to keep your professional and personal life organized in one place.

Beantwortet am 26.3.2018
Olesya
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
0

3
Bewertet am 16.7.2019

Simple Business Development Tool

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.

Antwort von Marketcircle

Hi Olesya,

Thanks for taking the time to share your feedback with us! It's nice to hear you find Daylite easy to use for storing all of your important data!

We're always working on improving Daylite and we love hearing ideas and feature requests from our customers! You're always welcome to reach out to us at [email protected] if you have any specific features that you're looking for!

Beantwortet am 23.7.2019
Chandler
  • Branche: Kunst & Handwerk
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
2
Kundenbetreuung
4

3
Bewertet am 23.8.2018

Don't get this.

There are much better programs out there. I've been working with Daylite for 8 years now. Time to say goodbye.

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.

Antwort von Marketcircle

Thanks for the review! We're sorry for the confusion with the updates. According to our update schedule, it looks like we release an update once a month on average. You've been with us for a long time and we'd really love to see you stay. We can book a call if you'd like, to see how we can help you get better value and organization out of Daylite. If interested, please reach out to [email protected]

Beantwortet am 30.8.2018
Kelci
  • Branche: Unterhaltung
  • 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 21.11.2017

Anytime I have a question/issue with daylite, their team is quick to respond & is very...

Making our business more organized and help grow the company with utilizing all of daylite's amazing skills!

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!

Antwort von Marketcircle

Thank you Kelci for your wonderful review. It's great to hear that Daylite helps Jim Jordan Photography win more business and get more done.

Beantwortet am 22.11.2017
Scott
  • 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 3.11.2017

Excellent package !

efficiency and better control of workflow through my office

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.

Antwort von Marketcircle

Thanks Scott for your review, and we're happy to know that Daylite helps you get more done.

Beantwortet am 6.11.2017
Dan
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 26.9.2017

Great product! Great support, though it is via email, still very prompt!

Great CRM useful on all my Apple devices remotely.

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!

Antwort von Marketcircle

Thank you Dan for your review! I will pass your love over to our Customer Service Team!

Beantwortet am 27.9.2017
Ryan
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.11.2017

Extremely powerful, scalable and easy to use software!

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.

Antwort von Marketcircle

Thank you for your review Ryan. I will definitely let our Design and Development team know about your feature request.

Beantwortet am 16.11.2017
Richard
  • Branche: Professionelles Training & Coaching
  • 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 19.10.2017

Gives me structure for my day and the roadmap for my life.

Control of my business and my life.

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.

Antwort von Marketcircle

Thanks for your review Richard! We're super excited that Daylite gives you structure to your day and roadmap for your life! :) Please feel free to reach out to us if you have any questions regarding our features.

Beantwortet am 23.10.2017
Sue
  • Branche: Krankenhausversorgung & Gesundheitswesen
  • 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 28.7.2017

I've used the Daylite CRM system for years and it keeps getting better.

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.

Antwort von Marketcircle

Thanks Sue for your review!

Beantwortet am 28.7.2017
Bill
  • 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
5

5
Bewertet am 31.7.2017

Wonderful program, works very well & has perhaps the best tech support I've ever experienced.

Works well, easy to network with peers, it's become a key part of how we manage our business.

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).

Antwort von Marketcircle

Thank you Bill for your review. I have sent you feature request to our Design and Development Team.

Beantwortet am 31.7.2017
matthew
  • Branche: Bau
  • 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 31.7.2017

The one software that anyone needs from preparing quotation for clients to project delivery

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.

Antwort von Marketcircle

Thank you so much Matthew for your review.

Beantwortet am 31.7.2017
Ken
  • Branche: Telekommunikation
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 27.6.2017

I took the plunge after 27 years of PC, Windows CE, Millenium, etc 3 years ago and love...

I use this every day, 7 days a week (since personal ticklers, etc commonly accessed also)

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.

Antwort von Marketcircle

Thank you Ken for your review.

Please be assured that your feature request is logged in our system. The Design and Development Team will be notified.

Beantwortet am 27.6.2017
Stefan
  • Branche: Design
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 11.6.2018

Sometimes wonder how we did this before Daylite. We don't even know. Daylite is our company`s...

Saving time.

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.

Antwort von Marketcircle

Thanks for the review! Happy to hear Daylite is helping your business manage emails better!

Beantwortet am 18.6.2018
Danny
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 22.11.2021

Daylite for Mac

It makes it easy to follow up projects and prospect

Vorteile

Ease of usage and work with Mac without problems

Nachteile

A bit complicated but once customs it works better

Antwort von Marketcircle

Hello Danny. We're happy to hear Daylite helps you easily follow up on projects and prospects. Thank you for sharing your Daylite experience!

Beantwortet am 7.12.2021
Pat
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.1.2018

Have used it for 14 years and love every upgrade

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.

Antwort von Marketcircle

Thank you Pat for your review, and for loving Daylite for 14 years!

We're happy that Daylite helps you manage your business and get more done.

Beantwortet am 23.1.2018
Ben
  • Branche: Bildungsmanagement
  • 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 7.7.2017

Daylite has become an invaluable member of the team during the 10 years we've been using it.

It's become an invaluable part of the team.

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.

Antwort von Marketcircle

Thank you Ben for your wonderful review and support!

Beantwortet am 7.7.2017
Stephen
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 14.8.2018

Great for Coaches & Consultants

This is a full-featured CRM and anyone willing to put in the time would benefit from it

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.

Frederick
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 21.3.2018

I have been using Daylite for over 15 years and cannot imagine carrying out my duties without...

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.

Antwort von Marketcircle

Thank you for your review Fred, and thank you for being a supporter of Daylite for the past 15 years!

We're happy to hear that Daylite helps you manage your business, and carry out your work.

May you continue to win more business, and get more done.

Beantwortet am 22.3.2018
Jill
  • 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
5

5
Bewertet am 20.6.2017

Excellent in keeping up with clients / tasks, everything

Productivity / organization

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

Antwort von Marketcircle

Thank you Jill for your support and review. We take pride in our Customer Service team, and we're happy to hear about your great experience.

Beantwortet am 20.6.2017
Patricia
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.11.2017

We are very satisfied with Daylite, we are MAC user and Daylite is the best CRM available to...

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.

Antwort von Marketcircle

Thank you Patricia for your review.

We're happy to hear that Daylite is the best CRM for you and your team. We hope you and your team will continue to win more business with Daylite! :)

Beantwortet am 17.11.2017
Welf
  • Branche: Maschinenbau oder Wirtschaftsingenieurwesen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 30.1.2020

Pro and Cons

Only other problem are the windows users...

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

Christian
  • Branche: Sportartikel
  • 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 4.8.2017

Almost perfect.

Could not run my business without it.

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.

Antwort von Marketcircle

Thanks Christian for your review. Your request about custom fields has been sent to our Design and Development Team.

Beantwortet am 4.8.2017
50 von 208 Bewertungen