Daylite for Mac – Bewertungsseite 5

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

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.

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

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.

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

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.

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.

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

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.

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

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.

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.

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

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.

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

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

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

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.

Vorteile

Broad functionality

Nachteile

Can be a learning curve

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.

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

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.

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.

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

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.

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.

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

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.

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

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.

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.

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

- 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

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

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

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.