Daylite for Mac – Bewertungsseite 4

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

- 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

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.

Vorteile

The linking of all the data to a name or company is great. Also, it allows me to look up information even as someone is calling me. I also appreciate the extensive templates and work flows.

Nachteile

Since it moved to the cloud it seems less stable. However, I have over 6k contacts so it could be because of the size of my database.

Vorteile

A Brilliant CRM for Apple users, capture everything that is said and done.The computer has a better memory than any human being!

Nachteile

The smart lists take some getting used to and the filters are a bit tricky or i may be doing it all wrong. The programme its self is big. Making pipelines and projects needs some time to get used to.
But its superb for delegating tasks etc

Vorteile

Daylite is extremely fast and responsive, transitioning from a web based CRM to a native CRM on OSX has been a great experience for us.

Nachteile

The only problem I've had with Daylite in the past is licenses would stop working and that would create problems with other users trying to connect to the database. The problem no longer exists with Daylite 6.

The biggest problem I see with daylite is with plugins, you left with having to deal with companies like IOSExpert who make plugins for daylite. This company is based in Germany and rarely responds to support inquiries even being a paid subscriber of the product and a paid support user. Daylite needs to have a list of supported plugins that either they design or sign off with as a complete compatible plugin but as is we're left with dealing with awful support and mediocre plugins from developers like iOSXpert.

Vorteile

I like the easy interaction between all the features of Daylite, and the sync with my mobile devices, as well as the complete database management

Nachteile

I would find more convenient to have the possibility of creating subcategories for the contacts and companies, as well as two or more categories for them.

Vorteile

Customization and ease of integration with Mac OS and Mac environment. Also, mobile version of software is easy to use

Nachteile

lack of reporting tools and absence of instructions on how to maximize the reporting features, especially merging and importing information from custom forms

Vorteile

It is very easy to keep email threads on one place, and accessible across devices. I can quickly take a look at what I need to do each day, review the client file, and make the appropriate follow-up. And because fewer potential clients fell through the cracks, I saw an increase in 64% of gross revenue the first year using it.

Vorteile

The cloud based with mobile apps work very smoothly

Nachteile

Does not have and integrated mass email component. I had to get an add on app.

Vorteile

I like being able to link emails to the people or companies in our customer base. It makes it easy to keep track of conversations and the sequence of events etc.

Nachteile

I wish there were more report printing options. Setting up a group is a bit confusing and i ended up going with a different set up. The Forms could be more useful if there were more options offered.

Vorteile

Easy to use and it is usable for various purpouses. The customer service acts quick and good
It is not expansive

Nachteile

it is dificult to make your own reparts and it doesnot comunicate with exchange.

Vorteile

Free form or structured or both - a simple and elegant way to integrate emails and other communication.

Nachteile

Right now the iPhone app is not as fully functional - but I know there are changes coming. Looking forward to being able to tag emails to projects while on the road.

Vorteile

Highly polished interface, good tech support, non-subscription model available, ease of organizing emails with other docs

Nachteile

I wish Billings and Daylite were one single program so that I could do billing within Daylite and not have to switch back and forth.

Vorteile

I am in sales. The program allows me to keep everything I need in one place. I have all the basics working. Still exploring and trying new features. Have it linked to my iPhone and iPad.

Nachteile

I would like to be able to pull name address information out of the body copy of an email and automatically make a new contact in Daylite.

Vorteile

The ability to work offline and seamless between Mac and an iOS device.
The graphic interface is intuitive and enjoyable to work in.
Great feature set for both simple users, as well as, advanced users.

Nachteile

There should be more administrative tools to reduce database size and clear historical data.
For subscription clients, we should have a phone number for support.

Vorteile

How easily I can create, link, & follow-up on tasks. There is no concern wondering what tasks I have, the priority, or where I left off, all because the CRM keeps me up to date on my tasks.

Nachteile

I liked least syncing multiple devices in multiple changing locations with self-serve, but Daylite Cloud solved that issue.

Vorteile

Ease of use with excellent training materials on-line. If there is an issue, customer support has a very rapid response and always solve the problem.

Nachteile

I have made feature requests which I would like to see implemented more quickly, but I know I'm only one of many, many users.

Vorteile

The integration of communication traffic with the contacts lets me refer to back history without having to have a bottomless email box. It is enhanced by being synchronised across my iOS devices as well.

Nachteile

The lack of a tree hierarchy for companies. Instead the same company has to be entered repeatedly for every office involved.

Vorteile

Broad functionality

Nachteile

Can be a learning curve

Vorteile

Mail Assistant, many-to-many relations, linking anything to anything, defining relations, grouping, searching, reporting. Excellent intuitive and effective user interface.

Nachteile

Limited formatting and no graphics in notes. Better drag and drop user interface for links to folders and documents.

Vorteile

Solid as a rock. Their software is one of the backbones of our company. THeir support has always been fast and efficient. Great knowledge DB as well

Nachteile

Prefer internal standalone version that can be purchased vs. cloud based which they seem to be moving towards.

Vorteile

Mail integration, Cloud sync, add-ons, Tasks-Delegation, Shared calendar, overall functionality, integration with office word

Nachteile

respond time, reports, letters and letter templates, ios apps can improve al lot in regard to functionality, some add-ons could be standart (ex: Daylite docs),

Vorteile

All my devices version, synchronize by Daylite Cloud. Doing things one time and be able to get offline if there is no internet connection temporarly.

Nachteile

Task are not enough dynamics but when you use them as they can give you, it is acceptable and efficient.

Vorteile

Love the ability to track clients, projects, and opportunities on all platforms

Nachteile

Restricted to Apple devices, would be better if could also integrate with Mac users.

Vorteile

Task lists and pipeline. Every new project is assigned a pipeline that then has automatic tasks for each team member to perform.

Nachteile

Occasionally, the DMI is not keeping up with the Apple OS X releases. Support has gotten better but in past I would email and get a response days later, which was unacceptable.

Vorteile

Very good integration, improves workflows significantly, fun to use.
Good reporting, quick enough, good mobileApp integration.

Nachteile

The decision of Marketcircle to terminate the "self serve" version (i.e. to use your own server) and to develop only a Marketcircle cloud version is huge downside. I will quit using DL and change to another CRM - very sad!

Vorteile

The ability to bring a number of functions under the one roof, and link them together. Very good for overview of interaction with clients.

Nachteile

I think reporting could be more robust with the ability to more easily customise reports (if you don't have specific coding knowledge).

Vorteile

the number of features and the fact the app works offline allow us to have a great speed and response.

Nachteile

we miss an online version that allows us to have people that not use mac to access the CRM, which could help us to expend the business to places where a Mac computer is too expensive.

Vorteile

keeps up with calls and emails, Easy to use and integrates with apple natively. easy to use and very flexible

Nachteile

Price for cloud base is high for small shops like mine, instead of buying more licenses for all of our users we share one user and use categories to keep track. If price was lower I would buy more user licenses and fully utilities the capabilities

Vorteile

The integration of many features: contacts, calendar, projects, tasks, opportunities, email, notes, external files.
Reliability, especially the Cloud version.
Excellent customer support

Nachteile

Cost-it is expensive for a solopreneur.
Not available on Android.
It can be overwhelming to learn all of the new features.

Vorteile

It is generally intuitive and there are videos to help me understand how things work.

It is great for tracking customers and conversations.

Nachteile

The cloud data storage was difficult to set up. But, that was four years ago when there was a different cloud hosting company. Its better since Daylite took that on themselves.

Vorteile

The many links and relationships are instrumental and easy to use and remember to use, and I absolutely love the mail integrator.

Nachteile

Mobile app has some syncing hiccups or takes a little long. Also, don't love paying for subscriptions now. While there is an option for server, clearly being phased out and forced to go cloud.

Vorteile

Interface and customizarion - i can see my most important items right away and can put other things on tabs. Sync with cloud is seamless and ability to use on several devices is a plus

Nachteile

More sophisticated features very hard to learn — such as projects, pipelines, opportunities. Manual is quite good but complex in these areas.

Vorteile

GREAT, GREAT, GREAT CRM! Enjoy the user interface and the continued expansions that make the program better and better.

Nachteile

No direct calendar integration (on the Apple Watch). I get announcements but not the actual calendar parts.

Vorteile

The intuitive links between people, companies, appointments, and the link with mac mail. Many upgrades without paying more, careful to stay in sync with Mac OS upgrades, pretty fast individualized customer support.

Vorteile

Relational DB, Mail integration, keeping case notes and appointments organized for all clients. Both OSX & iOS syncing. Data always available.

Nachteile

Lack of integration with QuickBooks. Many features I do not need. Quite complex for small firm use on basic features

Vorteile

This product helps keep my team and I organized and on top of our game. We win more customers due to better follow up.

Nachteile

Not as easy to setup as I'd like. Need industry packs for product sales, not just service industries.

Vorteile

We find the program to be easy to use. When we encountered backup issues briefly, their tech support was quick to respond and helpful.

Nachteile

A bit pricey for an office with multiple subscribers. Would be nice to have a reduced price for local networks.

Vorteile

How it keeps my teams organized and meeting their deadlines. Easy to use and effective. Ability to check on mobile devices is great.

Nachteile

Would be nice if the information that is entered into projects produced invoices. If each job that was entered would be assigned an job number.

Vorteile

Provides flexibility for customization. Scalable even for business start ups. Works with all my os/iOS tools.

Nachteile

Must use cloud service for feature enhancements. Sole proprietors miss out on iPhone and iPad features.

Vorteile

Daylite is so full featured that we see something new every week which allows us to be better organized and more productive.

Nachteile

Daylite is so comprehensive that setup to your liking can be daunting but stay with it as you will love it.

Vorteile

There are so many benefits that space and time do not allow me to list them. I'm sure I'm only using 30% of Daylite's functionality. I can't wait to get to the remaining 70%.

Nachteile

The email integration is excellent and essential. Please figure out how to do the same with text messages.

Vorteile

the ease of use and ability to create and track jobs

Nachteile

some things (dates) change after they have been set.

Vorteile

Daylite can keep track of a ton of information and makes it easy to access when you need it. It can be setup to track all of your contacts with clients so you know who last spoke with the client and when that was.

Nachteile

There is a little bit of a learning curve to figure out the software and the software is only available for Apple computers, tablets, and phones.

Vorteile

Integration with Apple Mail to easily create tasks based on incoming requests. Mobile version does the trick when I am on the go.

Nachteile

I wished there were functions to track estimated workload, and forecast when I might be exceeding a feasible workload.

Vorteile

Great customer support.

Nachteile

A bit slow to come up with new functionality.

Vorteile

Ease-of-use! And robust!!! I can keep up with projects, clients, associated email all in one place smoothly and easily!!!

Vorteile

I don't have to worry when I go on trips, if my Daylite is synching properly. It just works and that is fantastic!

Vorteile

everything is linked and integrated , Mac

Nachteile

it is not easy to learn, cost payment per year