Daylite for Mac – Bewertungsseite 5

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

5
Bewertet am 16.3.2018

Daylite is a powerful tool that allows me to run my consulting business and stay in sync with...

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.

Antwort von Marketcircle

Thank you John for your review of Daylite.

We're glad to hear that Daylite allows you to run your consulting business and stay in sync with your team. May you continue to win more business and get more done!

Beantwortet am 19.3.2018
Steve
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 15.3.2018

Daylite Cloud makes my life and running a business so much easier!

easy to use

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

Antwort von Marketcircle

Thank you Steve for your review of Daylite!

We're glad to hear that Daylite Cloud helps run your business and gives you a peace of mind.

Beantwortet am 16.3.2018
Liam
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
4

5
Bewertet am 6.6.2017

Powerful software suite for organising my business, though a bit intimidating at first.

Organises my business, tracks my calendar appointments, leads, and contacts, and just generally improves the experience of running my business. I've tried law-specific practice management solutions in the past, and Daylite blows them out of the water.

Vorteile

Feature rich, integrates natively into OSX (including calendars and contacts). Basic features are intuitive and easy to learn.

Nachteile

There's a lot to this program, and not all of it quite jumps off the page. A more robust setup wizard would be nice, as well as some more preset connections and such for a wider variety of business types (even a searchable repository of these on MarketCircle's website would be great).

Integrations with non-OSX services also leaves a bit to be desired. Zapier functionality is pretty limited, and it can be tough to get that information out of the program into others.

Donovan
  • Branche: Marketing & Werbung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 18.5.2016

Daylite 6 is Fantastic

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.

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

5
Bewertet am 28.1.2018

Many years of use, and probably the software I use the most. The key of my organisation.

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.

Antwort von Marketcircle

Thank you Fred for your review of Daylite!

We're very honoured to hear that Daylite is the software you use the most to help manage your business.

I have submitted your feature request to our Design and Development team.

Beantwortet am 30.1.2018
Geoff
Geoff
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
3

5
Bewertet am 23.5.2018

A really great solution for my business on what I've seen to date.

Vorteile

I love the simple integration with all things Mac.. My world as I know it can function as is, but Daylight beings everything tougher on one simple platform that makes tracking my deals simple and easy by consolidating all comms, updates, and tasks in toe one place. Really love what i'm seeing so far.

Nachteile

Have bene unable to get full integration (both ways) with my Mac Calendar. Still working on finding a solution here. Am also having trouble getting calendar sync working in the Mobile App.

Antwort von Marketcircle

Thanks for the review! Happy to hear that you've loving what you see so far!

Beantwortet am 30.5.2018
F. Blaine
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 24.10.2017

Excellent CRM program for any small business

enables me to run my business efficiently

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

Antwort von Marketcircle

Thank you Blaine for your review. We're happy that you find Daylite to be an excellent CRM program for your small business.

I will let Design and Development team know about your concern of lack of reporting tools.

Beantwortet am 25.10.2017
Joanne
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 21.2.2018

This software makes it so much easier to keep track of potential and current clients!

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.

Antwort von Marketcircle

Thank you Joanne for your great review!

We're happy to hear that Daylite increased your gross revenue by 64%!

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

Beantwortet am 22.2.2018
Verifizierter Rezensent
  • Branche: Musik
  • Unternehmensgröße: Selbstständig
  • Weitere für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 7.3.2020

Daylite For Mac is Great!

Great experience overall with this program. This is great for management of anything, weather it is for a business, or even for personal use. Either way, you will have an easier time keeping track of the tasks that need to be done in a certain timeframe.

Vorteile

Easy to use. This program offers many different features. It is affordable, allows you to keep track of tasks, management list, includes a calendar and reminds you whenever you need. Even better that it keeps everything for you to keep going and be organized. Everything is all in one place!

Nachteile

One thing that could be improved with Daylite is that it needs to be simplified. In other words, it needs to be easier to get used to. Daylite should have an introduction or some sorts to get users to get used to it much easier and quicker.

Antwort von Marketcircle

Thank you so much for this review!

We know how much it helps to have everything in one place, so we're so glad this works for you too!

We're always working on making Daylite more intuitive and easier to use for our clients - thank you for this feedback!

Beantwortet am 11.6.2020
Alan
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 7.9.2017

Great small business management product if you are only using apple OS X and IOS devices

Vorteile

Great CRM with Opportunity and project tracking. Email integration to easily attach emails to Persons, Companies, Opportunities and/or Projects. All data is cross-linked based on relationship to other pieces of data in the system. Example - You can look up a company and see all the persons, opportunities and projects related to that company on one screen and jump to any of those persons, opportunities and projects by clicking on the link.

Nachteile

Only works on Apple OS X and IOS devices, No support for any other OS.
No Project Management features, only tracking
No Resource Management features.

Antwort von Marketcircle

Thank you Alan for your review.

Beantwortet am 11.9.2017
Edmond
  • Branche: Immobilien
  • 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 27.11.2018

Great CRM for Mac

I've been a DL customer for 7 years. It's a complete package with mobile apps and cloud based. Very expandable and customizable if necessary.

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.

Antwort von Marketcircle

Hi Edmond. Thanks for sharing a wonderful review of Daylite, and for being such a loyal customer!

We would be happy to review the possibilities of an integrated email component. You can also use our API to create a custom integration or use Zapier which has a lot of awesome capabilities.

Beantwortet am 30.11.2018
Jeff
Jeff
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 6.7.2018

Shedding Daylite on Your Business

Vorteile

FINALLY a Mac-centric product that I can have across all of my devices. I'm a designer and photographer, so my gear needs change from 27 inch iMac to my iPhone on shoot-day and so on. The fact that I can have Daylite at my fingertips and that it's optimized for Mac is a dream.

Nachteile

I can't think of a major flaw that I've found yet. I do wish the desktop interface felt a little less like Finder and more of a stylized, individual app.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you see value in our product and appreciate our seamless integration across Apple platforms!

Beantwortet am 9.7.2018
Kristen
  • Branche: Bau
  • 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 23.8.2017

This program is the complete package! I love it. Its user friendly and easy to work with.

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.

Antwort von Marketcircle

Thank you Kristen for your review.

Please contact us, and we would love to hear more about your thoughts on Forms.

Beantwortet am 23.8.2017
Cameron
Cameron
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.4.2018

Just what I was looking for

Vorteile

I really like that I can link emails and todos to contacts. And when I click on a contact, I can see everything in the past (emails & todos) and everything in the future (appointments & todos). I have only scratched the surface with this software. I look forward to seeing everything it can do.

Nachteile

I would like it better if, on my iPhone, I could attach emails to people. Other than that, it is great.

Antwort von Marketcircle

Thanks for the review! It makes us really happy to hear that Daylite is just what you were looking for and helping you manage your emails, tasks and appointments better!

Beantwortet am 24.4.2018
Richard
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 18.5.2018

After trying several solutions, and readjusting my outlook, Daylite wins hands down.

Vorteile

Once you think about it in the right way - and truly put it at the centre of your business - it is phenomally powerful. I now have one place I refer to to get the information I need for each project and client.

Nachteile

A bit tight on the online storage allowance. I would like to see a more generous allowance as I tend to get a lot of attachments that I quickly file away with the Apple Mail addon.

Antwort von Marketcircle

Thanks for the great review! We are glad to hear that you're able to use Daylite to keep everything in once place! When you get to that point it can be a real game changer for your when you have more pace of mind and focus.

Beantwortet am 28.5.2018
Dick
  • Branche: Unternehmensberatung
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 31.7.2017

The best crm i have seen and used

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.

Antwort von Marketcircle

Thank you Dick for your review, and we take pride in our Customer Service Team!

Beantwortet am 31.7.2017
Kelvin
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 17.8.2017

Love how simple the software is to use - and if Im not sure - support is excellent.

When your busy you need software (technology) to keep you on track and not do things twice. I allocate each new client to a project and use multiple tasks and activity sets to remind me whats next.

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.

Antwort von Marketcircle

Thank you Kelvin for your review.

Beantwortet am 17.8.2017
David
  • Branche: Anwaltskanzlei
  • 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 2.6.2017

Excellent value and pricing model

Organization of files, emails, calendars and contacts into one centralized location. It's also easy to share data between users.

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.

Antwort von Marketcircle

Thank you David, and we appreciate your review and support. We will share your feedback to our Design and Development team.

Beantwortet am 2.6.2017
Verifizierter Rezensent
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 5.7.2018

A three-in-one CRM, Project and Lead Management platform at a logical price point.

Vorteile

Super impressed with Daylite for Mac. Has everything my business required to manage my projects, prospects and client contact and integrated with much of the software ems I was already using.

Nachteile

All good if you a completely Mac-centric, but doesn't integrate with Gmail or Windows, so make sure you are only using Macs in your organisation for this one to be of benefit.

Antwort von Marketcircle

Thanks for the review! We're glad to hear you see value in our project management capabilities! By specializing on Apple platforms, we optimize the performance of Mac business users with Mac native apps.

Beantwortet am 9.7.2018
Jeff
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 20.1.2018

I have used Daylite for several years. Recently upgraded to the new Cloud version. Very easy...

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.

Antwort von Marketcircle

Thank you very much Jeff for your review of Daylite.

We're happy to learn that you're enjoying Daylite Cloud, and it helps you manage your sales.

Beantwortet am 22.1.2018
Sanjeev
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 8.12.2017

Great CRM for Small to Midsize Team, better than any web-based system

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.

Antwort von Marketcircle

Thank you Sanjeev for your review. We're very happy that Daylite is the CRM for your team.

Beantwortet am 11.12.2017
matt
  • 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 12.10.2017

A MAC CRM that meets all your needs, is intuitive and easy for every user, all with great...

A great CRM.

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.

Antwort von Marketcircle

Thank you Matt for your review. We're happy that Daylite Cloud solved your syncing issue, and Daylite is helping you stay on top of your tasks.

Beantwortet am 16.10.2017
Connie
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.2.2018

Outstanding product with excellent customer support

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.

Antwort von Marketcircle

Thank you Connie for your review of Daylite.

We're happy that you love Daylite, and you find our training materials useful.

I will submit your feature requests to our Design and Development Team.

Beantwortet am 2.2.2018
Verifizierter Rezensent
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 29.6.2018

A powerful and functional program that is great with Mac's

Easier implementation then expected.

Vorteile

If your organization uses primarily Mac / Apple products, this program makes for great integration, connectivity and ease of use.

Nachteile

Well to get full and proper benefit from this program it is best if your whole organization, or at least a significant part of it must be using Apple hardware

Antwort von Marketcircle

Thanks for the review! We're glad to hear you see value in our integration across Apple platforms and find our interface easy to use. By specializing on Apple platforms, we optimize the performance of Mac business users with Mac native apps.

Beantwortet am 3.7.2018
Mark
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 11.9.2017

I use Daylite for all my CRM needs across a variety of roles.

It lets me have a tool that holds long term information on a series of different projects. I work across a wide variety of industries and it is open and flexible enough to allow a good level of adaptation. No product is perfect but this one suits my needs more fully than other online offerings.

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.

Antwort von Marketcircle

Thank you Mark for your review!

Beantwortet am 12.9.2017
Julie
  • Branche: Konsumgüter
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 30.1.2020

Daylite Implementation

Vorteile

Daylite software has very intuitive and easy links to files, notes, and emails.

Nachteile

I found the opportunities and post sales steps hard to maintain and track.

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

5
Bewertet am 13.10.2016

Daylite for Mac - THE CRM and Project management for Mac Using Enterprises

Daylite 6 is a fantastic capability for any Mac-based enterprise. With the new cloud-hosted features the system can be used by SME to large organisations. We have found the ability to manage sales pipelines, tasks, opportunities and projects all in one place to have been a significant factor in our year on year growth and efficiency. Highly recommended.

Vorteile

Broad functionality

Nachteile

Can be a learning curve

Antwort von Marketcircle

Thanks Philip for your review. We love that you use all the features in Daylite to help you win and grow your business!

Beantwortet am 7.11.2017
Jeff
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 21.6.2017

Designed for Mac to really meet the contact needs of my small business.

Unified my goals and task management to move my business forward.

Vorteile

The integration to OS /iOS is nearly flawless and well maintained with virtually no downtime. Updates always stay ahead of the curve unlike other CRM solutions. Functionally you could not ask for more: Contact, Calendar, Task, Objectives along with contact history all in one place.

Nachteile

Index within contacts on iOS (IPhone especially) would be a big plus. Once you have a lot of contacts it's difficult to scroll.

Antwort von Marketcircle

Hi Jeff, thank you for your review. I have passed your "index within contacts in iOS" comment over to our Design and Development Team.

Beantwortet am 21.6.2017
Konstantinos
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 8.2.2018

Excellent software! Best from many that I have tried over many years.

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.

Antwort von Marketcircle

Thank you Konstantinos for you review of Daylite!

We're happy to know that you find Daylite to be excellent and intuitive in running your business.

Beantwortet am 13.2.2018
Doug
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 15.2.2018

Been with Daylite / Marketcircle for 10+ years. Great product and support

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.

Antwort von Marketcircle

Thank you Doug for your review of Daylite.

We're happy to hear that Daylite is the backbone of your business, and you've always had great support from our Customer Service Team!

Beantwortet am 16.2.2018
Nathan
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 23.5.2018

Daylite is a great CRM - IF your whole company uses Apple products

This CRM is great for those who are devoted to Apple. I loved it while it lasted, but I had to change CRMs due to my team utilizing more than just Apple products.

Vorteile

It integrates with all your native apple applications and can enhance productivity. The app is intuitive and mimics the feel of apple applications.

Nachteile

If you are implementing this CRM for your company and you have several team members that you'd like to include, be aware that you may be unintentionally excluding many of your team members. The CRM does not work on PC or Android mobile devices.

Sergio Eduardo
Sergio Eduardo
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
3

4
Bewertet am 10.8.2018

Good product if your team/company is Mac based

Vorteile

The interface is really easy to use and fairly comprehensive, it's great for team working and collaborating for projects. The integration with Apple email makes it easy to create task from incoming emails.

Nachteile

The fact that it's Apple exclusive, being one of its biggest strengths, is also kind of a limitation for users with Android devices or Windows laptops.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you find our interface easy to use for team collaboration and appreciate our integration across Mac platforms!

Beantwortet am 10.9.2018
Lorenzo
  • Branche: Immobilien
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 19.11.2017

Best Project and CRM Software for Mac users

Overview of the communication from the Staff with our Tenants (we are a real estate management company)

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),

Antwort von Marketcircle

Thank you Lorenzo for your review.

Beantwortet am 20.11.2017
Vali
  • Branche: Unternehmensberatung
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 16.2.2017

Review of Daylite V6.0

For a novice, it was difficult to understand how CRM software works. Though the tutorial covers the basic of CRM, many of the steps are based on a previous version of the software, so it was confusing.
However, the basics are very logical and easy to follow. I still need to more fully understand the less commonly used features, but I feel comfortable enough with the software to use it on a regular basis for all my CRM needs.

Vorteile

Consistent interface across the multiple features.

Nachteile

Using some of the features are restrictive and don't work for me. For example, the choices within the category, type, state, etc. don't provide choices that make sense in the context in which I use them; if there is a way to change them and make them specific to my needs, it was not made clear from the documentation.

Danielle
Danielle
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
3

3
Bewertet am 22.6.2018

Easy to use!

Vorteile

This software was super easy to use. And was great for my team when we were all on mac. Great for a small business.

Nachteile

It didn't have enough functionality on the Project Management side for my team. We had too many team members and too many sub tasks.

Antwort von Marketcircle

Thanks for the review! We¿re happy to hear you enjoyed the interface! Have you ever looked at Zapier Integration? If there are any features you're missing, Daylite Cloud can easily integrate with your favourite apps including some of the most popular project management apps!

Beantwortet am 25.6.2018
Robert
  • Branche: Buchhaltung
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 2.10.2017

Having a total control of my communication in my business

Control and mind free. My life in a safe place

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.

Antwort von Marketcircle

Thank you Robert for your review. I'm glad Daylite Cloud offers you total control of your communication in your business.

Beantwortet am 4.10.2017
Craig
  • Branche: Unterhaltungselektronik
  • 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 30.1.2020

Great CRM tool

CRM and tracking sales opportunities

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.

Verifizierter Rezensent
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Weitere für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 1.8.2018

Great CRM for Mac users running a business from their Mac.

Vorteile

Easy of use of the application and that it has a mobile application that you can use on the go. I think those are the two best pros of the software.

Nachteile

Pricing is a bit steep, but I find it worth it for those who are looking to use a CRM software on their mac and want to keep it on their computer.

Antwort von Marketcircle

Thank you for rating us so high and thanks for the review!

Beantwortet am 2.8.2018
Yoni
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 24.5.2018

Daylite server user since DL3.0. Helps me in my practice management.

Client Magenement

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.

Antwort von Marketcircle

Thank you for the review! Thank you for your loyalty over all these years!

Beantwortet am 30.5.2018
Darren
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
3

4
Bewertet am 16.8.2017

Daylite has become our business management platform

If you are a MacOS based business looking for a workflow management I would definitely recommend Daylite

Vorteile

For our consulting business I did not think I could find a platform that would allow us to automate so much of our business development and project management. It even interfaces into our accounting system and works brilliantly on desktop, phone and tablet.

Nachteile

The biggest issue for us is that while the business is MacOS many of the consultants come with their own hardware and some are either Windows or Android. But there are work around with that.

Jane
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 11.5.2018

Awesome to use

Vorteile

This is actually a very cool app to use, has to be the best one I've tried and it has a lot of great features and nice interface. It's a bit on the heavy side actually for a freelancer but still very useful, and there's Apple Mail integration. There's also Integrations and add-ons available, such as Mailchimp and Calendar which is super useful, and there's a free trial where you don't have to give them your credit card.

Nachteile

A little laggy, seems to draw on a lot of resources some days (depends on what other apps I have open). Also I do think it's a bit pricey.

Antwort von Marketcircle

Hi Jane, thanks for the review! We are glad to hear that you you enjoyed the deep feature set Daylite offers as well as add-ons and integrations!

Beantwortet am 22.5.2018
Federico
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 1.6.2018

Very good and powerful application

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!

Antwort von Marketcircle

Thanks for your review!

Beantwortet am 5.6.2018
Codie
  • Branche: Musik
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 23.8.2017

Overall experience with Daylite has been great - very effective software.

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).

Antwort von Marketcircle

Thank you Codie for your review. I will pass your comment regarding our report to our Design and Development Team!

Beantwortet am 23.8.2017
Fraser
  • Branche: Computer-Software
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 31.12.2018

The only CRM for Mac worth the money you pay for it

Vorteile

- When I used Daylite our entire system was on Apple products and Daylite seamlessly integrates with them all.
- The feature set is second to none. all projects, time and planning resources are centralised

Nachteile

- it is expensive, but you do get what you pay for.
- the exclusivity to apple could be an issue for some companies

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

5
Bewertet am 11.10.2017

We build our business around daylite

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.

Antwort von Marketcircle

Thank you Hugo for your review, and we're happy to hear that Daylite helps build your business.

Beantwortet am 16.10.2017
Verifizierter Rezensent
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
1
Funktionalität
4
Bedienkomfort
3
Kundenbetreuung
2

4
Bewertet am 22.8.2018

Didn't work for our purposes, but a nifty little tool

Overall, it was easy to install and use, but didn't suit our specific needs. Price point was a bit high

Vorteile

I love mac-specific tools for my mac-based law practice

Nachteile

Not tailored to law practices... A general tool that wasn't well suited to my business

Antwort von Marketcircle

Thanks for the review! Sorry to hear you found Daylite not tailored to your business. We would love to hear more about the hurdles you faced when trying to use our product and why you found it not suited to your company's needs. Please let us know at [email protected]

Beantwortet am 10.9.2018
David
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
3

4
Bewertet am 13.11.2018

Love the abilities and the tracking

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

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

5
Bewertet am 12.10.2017

Daylite saves me time by integrating so many features into one application.

Enhanced productivity.

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.

Antwort von Marketcircle

Thank you Paul for your review.

Beantwortet am 16.10.2017
Ken
  • Branche: Immobilien
  • 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 23.8.2017

I've been using Daylite for almost 10 years. It is a good program and easy to understand.

Customer tracking

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.

Antwort von Marketcircle

Thank you Ken for your review.

Beantwortet am 23.8.2017
Tina
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 12.9.2017

Customizable and perfect for small office with large and growing clientele; intuitive for...

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.

Antwort von Marketcircle

Thank you for your review Tina.

Beantwortet am 13.9.2017