Daylite for Mac – Bewertungsseite 4

Vorteile

I use Daylite for more personal uses, to keep track of birthdays, daily tasks due, my calendar etc and I truly LOVE IT. I haven't used it in the workplace yet, and I'm not sure how it would work there exactly. It does really come off as more of a personal software since the demos show peoples birthdays and it also integrates with your email. Either way it's really simplistic and very helpful.

Nachteile

no cons because I haven't yet used it in the workplace. I guess I would have to estimate that its data/forecasting/analysis abilities are probably more nonexistant than the other softwares. I'm also not sure how it would work in a team setting.

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

I love how easy it was for me to keep my projects organized with this software. I was surprised as well with how well it synced updates across all devices when they were made from my different ones. Also - it can be used offline which is extremely beneficial.

Nachteile

I wish it was easier to customize, and it could do well with being compatible with Google services and apps in addition to Apple's.

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

Can’t really say anything good, especially when compared to other available products. And customer services is horrible. Don’t bother, they won’t respond.

Nachteile

The customer service was non-existent. I have never dealt with a worse one. They don’t respond, and when they do, they don’t help. Reps are ignorant and discourteous. Awful experience.
If you’re in business, do NOT trust these people with your office management.

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 really helps my eyes relax and adjust to the screen.

Nachteile

There are not many cons within, it can be irritating that it auto-adjusts by itself at times.

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

I like that it integrates our calendar with our emails

Nachteile

Customer service, there is none. There is no one you can call if you have an issue that there is not a tutorial about on their website. If you have an issue you have to submit a ticket and wait a day til you get a response no matter how critical the sitaution.

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

It does almost everything for me allowing for a framework, boundary, clarity of process and ultimately closure to everything that I'm doing. I don't have the niggling doubts of 'what have I forgotten'. I am very creative and with it comes a misted cloud of thought which when undefined brings uncertainty, lack of process and ultimately stress and anxiety. If I have an idea out jogging I add it quickly to my inbox. That thought is not part of a process and I no longer need to ruminate. I stress far far less and genuinely it has been beneficial to my help resultantly.

Nachteile

There are some clunky issued navigating. Like being in contacts in the iphone and wanting add the person name that's just mailed me but I can't navigate to that mail. I just need to refine my process I think.

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

Quite like the integration into other software we use such as Apple Mail and Diaries

Nachteile

The templates are really clunky and amateurish but at the end of the day its only for producing quotations

Vorteile

The concept of having all my project management, scheduling, and contacts in one program. Accessible everywhere on all my devices makes it super easy to stay on track.

The company itself is a major pro. They are constantly updating Daylite and keeping the program alive. It makes me feel very secure using the software. What little customer service experiences I had were all great.

Nachteile

The learning curve. It's pretty tough to figure out a good flow for your business. There is also a lot to the program. It takes a little time to get your workflow down, with tags and categories, but once you do it's a piece of cake.

If there were some basic examples or existing company examples on how they set up their Daylite workflow, that would've been super helpful.

Additional email integration would be nice. I do not use Apple mail so unfortunately, the email tab in Daylite sits dormant. Would be great if it could link up with other clients, or allow me to directly add any email address into Daylite.

The only other negative would be the desktop client aesthetics. The program looks a little outdated in terms of design but like my other cons, it's not enough to deter the user experience.

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

it is an all in one CRM and project management which I love. I love that I can take a lead and see them through the whole project without another software

Nachteile

I wish they had accounting capabilities. They are also a little touchy, I have to do things in a certain order for it to work and connect. They don't have good customer service or training

Vorteile

Easy to use, immediate sync with all Apple devices, only the important informations, really fast and complete customer service.

Nachteile

Il would be better with many languages, in order to fit better with the languages selected on the devices

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

You can feel it was conceived for Mac devices. Its IU is nice and easy to use, so you can focus on managing sales opportunities. Everyone knows what to do and when to do it. No distractions.

A wide range of business would benefit of automating tasks. You can collect every document that is important, organize correspondence and keep track with all information about your daily office dynamic.

Nachteile

I know it works great on Mac devices, but being only for Mac users could an inconvenience if you can't afford Mac devices for everyone. It would be great a PC version.

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

I love the integration. When using the desktop app I can link everything and see the relationships right away. I use it as a smart contact list, a project planner, a reminder system - and even very simple finance tracking. The learning curve has been fairly easy and I have to be honest, I appreciate Marketcircle's videos as well as the user guide when I get stuck.

Nachteile

The only 'wish list' item I have is for Daylite's mobile app to allow linking incoming emails with contacts and organizations. Other than that I can't think of anything else I want it to do.

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

Absolutely THE go to CRM for Mac. With it's native integration with mac mail, calendar and contacts it worked great for our company workflow (we do not use Microsoft Office). The ease of use, the terrific user interface and powerful tools really allow you to take your business to the next level.

Nachteile

To be honest, I haven't found anything. I have yet to find a feature that it does not support. I'm sure I might find a few things here and there but overall this thing is fully developed.

Vorteile

As an avid Apple user, I really like how Apple-centric Daylite is. It is great having a MacOS app, iOS app, and an email integration. Daylite is literally everywhere I am.

Nachteile

It is way too difficult to use. Instead of making me more productive, it eats away time begging for customization and organization.

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

What I like most about Daylite is, we can link people, companies, emails, and the like so it's easy for you to find emails. No need to search for it. So if you had a client for years, it's easy to see the history of your conversations with them. Like if you met them in 2010, then all the emails from 2010 up to present are there. All organized.

Nachteile

The only con so far is sometimes it's not syncing and I think it's because of my internet connection. I had to change to my back-up ISP then it will work nicely again.

Vorteile

Many configuration possibilities, you have the possibility to connect with Apple, ability to label emails to special recipients, excellent project management system, easy to integrate to third compatible applications

Nachteile

Apple only platform, some problems when starting automatic tasks with dates already determined, we hope you can solve these problems as it is a very good tool for work.

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.

Vorteile

Works with mac mail with their DMI.
Does everything I need and more. Good feature and usage for filters.

Nachteile

Needs better pipe line view and usage.
Needs integrated geo map feature.
DMI needs an easy email reminder feature so you dont forget about an email you need an answer on
Needs a better way to extract company info from the web, linked in etc

Vorteile

All of our emails are synced into Daylite. They're all associated with the email address but kept in the same place. For instance, if me and my coworker are emailing the same client, we can see all the emails that have ever been sent to that client. This is great because it allows us to be up to date with the client and know what's going on with them.
Another great thing about Daylite is that it's kind of like a family tree in the sense that you can connect different contacts to each other. An example of this is being able to connect office managers, spouses, co-workers to one main boss or business. It's simple to do and easy for the user because then you can see who is involved with the main person.

Nachteile

Sometimes the emails sync more than once. Makes it difficult to easily see the correspondence to and from different emails.

Vorteile

- the way all my information is linked
- the search engine is powerful, I can find the info I need easily
- user friendly, don't need to read the user manual before being able to use it
- great customer service

Nachteile

- the lack of (free) detailed references to learn how to customize my reports
- no possibilities to change the font size in the different windows

Vorteile

Ease of use, easy integration with Apple's Mail application. It's easy to file away all relevant e-mails and link them to project, contact, opportunity, etc.

Nachteile

I wish there were an easy way to keep track of billable and/or business development hours. It can be done now, but it requires a calendar entry for each event. Then, filtering on keyword (e.g. "hours") allows quick overview. Rather, I would like to see a running balance of hours spent on each opportunity and project.

Vorteile

The pipeline feature being able to see the exact state for each project or opportunity.

Nachteile

There is a lot of repetitive motions we seem to go through a lot.