Daylite for Mac – Bewertungsseite 6

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

It is integrated well with my mac's calendar and email system - this is a must have.

Nachteile

A bit confusing at first, but once I understood how to integrate - it works amazing at keeping track of actions, clients and so much more!

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

Easily keeps track of all customers and their needs. Great functionality for Mac users that need to keep track of individual projects for different customers (such as graphic designers or photographers.)

Nachteile

The base storage is a little lacking depending on the client count (only 2 gigs per user.) It is also a pricey solution but tends to be worth the money.

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

The ease which I could create a team for a project, contact them, set appointments and deadlines, all within the system without the need to switch to other apps and email systems. I utilize this for project management more than creating leads for sales or contacts, but that system appears to be as efficient. A real time saver for project management, hiring a team, communicating needs, etc. This is a wonderful daily calendar and planner.

Nachteile

So far, I haven't had any problems with this software. The learning curve is about the same with any software, but I had no problems learning how the system operates.

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

Being a mac based company, this app works flawlessly for everyone. Being able to pick up a different iOS device on the go and pick up where i left off is awesome.

Nachteile

I dont like there not being a dedicated email app for the phone. I also wish it had a little online access for third parties without mac

Vorteile

Besides other pros, there are two we want to highlight:

1. The Apple Mail integration is awesome! Since we use email a lot (who doesn't?), being able to link tasks, appointments, notes, keywords, etc. directly from Apple Mail is a big time saver. And since it is so easy to use you actually use it!

2. The support is great! We had two questions so far and received a solution within a very short amount of time (talking about two hours here on a public holiday). It is important to us and essential for our business that we can rely on high quality service and support. And we appreciate that Marketcircle is really taking care about their customers.

Nachteile

A great benefit would be Social media integration (e.g. linkedIn) in order to automatically update contact information.

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

I like the way it integrates with Mac Mail, Calendar, and Contacts and ties them all together, and especially like the Projects segment, although it too, needs a better tutorial.

Nachteile

Wish the difference between Tasks and Wordlist items was a little better defined, and the section on Opportunities. Also a way to have better view of "what I've got in the works" would be helpful.... to see it in almost more a calendar, or list view would be good, although maybe that I just haven't gotten there yet. Bottom line is I'm still going month-to-month until I see if this is the one.

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

Daylite is very user friendly, and during the trial for the team I observed they enjoyed the UI and workflow opposed to a more popular solution such as SalesForce. Daylite fits perfectly for small to medium sized businesses and teams, and more notably those in the creative field.

Nachteile

Advanced functionality and integration I believe are the falling points for Daylite. I didn't observe any huge complaints, but the ability to dictate advanced functions for a customer's life cycle didn't seem to be immediately present. Features such as multiple forms of follow ups were not super intuitive.

Vorteile

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

Vorteile

Love the synchronization with other apple programs. It has a lot of features and functionality that I find so useful to help keep me organized - contact management, calendars, tasks, and scheduling.

Nachteile

There is really nothing I dont like about Daylite - this software is great! The only areas for improvement I can offer is related to the task and project management. Its good, but there's room for improvement.

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

This software works very well with the Apple email and it allows you to create a centralized database with all the emails you have in one place, as per it offers you a simple way to save them.

Nachteile

Sometimes it might get kind of slow, but it works well. I wish it could be a little more first time user friendly, takes time to get use to their integrations.

Vorteile

everything is linked and integrated , Mac

Nachteile

it is not easy to learn, cost payment per year

Vorteile

Integration with core Mac products .... great user interface

Nachteile

Crashing on the Ipad when using forms feature ....
Would like some templates for Real Estate already in place & expect other industries could use a group of templates also.

Vorteile

I love that I can just attach emails immediately to Daylite from the sidebar. And I have all information on a customer in front of me, in chronological order if I need to access their file. Being able to add notes and tasks is a plus as well.

Nachteile

I do not use the full capabilities of Daylite, so there may be a way to do this, but when I save an email into Daylite, the attachment does not come with it. I have to go back to my correspondence to look at the attachment.

Vorteile

I love that this is built for Apple users, which is great when traveling for business. With Daylite I can just use an iPad or my iPhone to work efficiently with my team. The tracking and customization tools for reports and transactions are flawless. This CRM software has made it easy for us save and keep track of client information in a way that we have never been able to before.

Nachteile

The price per month per user, is a bit steep when you have a larger company. But, other than that, the software does everything it's supposed to do and more.

Vorteile

I really enjoyed how it was designed for Mac and Apple users. The integrations worked nicely across all my devices.

Nachteile

The price point should provide a few more features when it comes to a CRM. If they add those in, it would be a great choice.

Vorteile

The possibility to use it very flexible.
To link mails to contacts, projects and tasks.
Flexible Linkage with apple mail

Nachteile

The Selfserv installation does not support SSL security standards to share contacts and calendars
Usability of interface could be enhanced, e.g. when entering tasks

Vorteile

It is complete (no stones left unturned) for building a complete customer and prospect database. I've been on several and this one is the best.

Nachteile

I'm not a tech person so I guess I would say it can stump sometimes on things that I must learn.

Vorteile

Really useful for organizing tasks associated with people you've been working with, staying on top of those contacts, and generating leads.

Nachteile

More expensive than we were willing to do at the time for a start up company, but we'd definitely consider using in the future.

Vorteile

As a new realtor, I needed a CRM that was easy to understand and collaborate with the rest of our team. Daylite simplified a lot of processes that would have otherwise made an already intensive job even more so.

Nachteile

When reminders and tasks are dismissed on one device, it's not always synced to others - in particular my mobile. The tutorials were needed to get up and running quickly, but fortunately they were easy to follow and thorough!

Vorteile

I liked how visual Daylite was, very at-a-glance platform, and I was able to categorize my clients into any specific tags and categories I wanted.

Nachteile

It seemed limited to it's capabilities. I would have liked the option to be able to mass email and draft and schedule letters to go out. I used this a couple of years ago, so they may have changed this.

Vorteile

Very easy to use interface and comprehensive collections of data to manage leads out of Sharpspring and then track and manage those leads through conversion, project delivery and invoicing. It provides us with an end to end solution to manage our resources, costs and customers.

Nachteile

Not all of the team has Mac OS, except on their phones. This becomes a limitation.

Vorteile

I've toyed with other CRM's before and this has been the most intuitive software that easily integrates with Mac systems.

I'm a creative type that runs a business, so having a good interface that runs smoothly is vital to me.

Nachteile

This software has a ton of capabilities. I'm a pretty quick study with most things, but needed a 1-on-1 guidance to help maximize it's power. I'm still learning.

Vorteile

It is pretty user friendly. It helps me stay on task and organized for the company.

Nachteile

The only issue I have is if I enter a "new person" and if any of their information is duplicated from a previous client, such as their address, I would like for it to tell me that before or after I save the new clients information.

Vorteile

Daylite is great for keeping projects and your team organized. What I like most, is having the capability to search for files and different items, much quicker than ever before.

Nachteile

I can't name a single thing I've found that I don't like. Daylite integrates nicely with mail, calendar and contacts. You can easily manage your projects and basically entire business, in one place. At least try the demo and you'll be amazed at all you can accomplish.

Vorteile

The integrations in this software for MAC and APPLE users are relatively good. You can organize the tasks with the clients and have them informed to them gradually, so it is a good option to win many more clients.

Nachteile

I was 10 if they could lower their cost a little, given that there are many CRMs with a lower value in the market, and that their interface would be easier for recent customers, since we have problems with the use of this software by those customers who They do not have much computer knowledge.

Vorteile

Ability to master schedule across all resources and personnel, create tasks and task lists, and see what everyone is working on all at once. The Customer Service is always top notch, and responds with insight and options. The ability to link entire teams to events.

Nachteile

The Price per person per month, it's one of the most expensive monthly subscriptions we have and thats counting higher end professional software like Avid and Protools. So we have to be selective about who can have access. There should be 2 tiers. Once for Mobile read only users, and one for full blown Computer access.

Vorteile

The Calender is so easy to use. I can keep track of not only my calender, but also the calenders of my team mates so I can keep in touch with their schedules when they are out of the office. I really like being able to add all of my contacts and keep them in one place with easy access with my mobile phone.

Nachteile

Nothing I don't really like, I wish I could learn all that it can do. I get stuck just using the applications I already know how to use.

Vorteile

There really isn't anything that Daylite can't do with regard to professional contacts, management, assistant, scheduling, etc.

Nachteile

There is so much to work with in Daylite, its difficult to sift through it all. Fantastic if you are not into simplicity.

Vorteile

Me resulta muy facil y eficaz. Permite realizar escritos que te ayudan a que no se olvide y ayuda mucho en mi dia a día

Nachteile

Es un poco caro 40e al mes por un software de edte calibre

Vorteile

Keeping track of customers next steps. integrating with other Mac applications

Nachteile

Took me a while to integrate , seemed to have to contact support a lot at the beginning. The tutorials were not easy and smooth.

Vorteile

- Connection with IPHONE (CRM on IPHONE, Contacts on Iphone)
- Very nice interface to use
- Tasks to delegate and delegated very nice to follow up
- Very nice to search people - companies based upon keywords

Nachteile

- No connection with OUTLOOK
- Customisation to add colours to links, for example in opportunities I would like to link people to an opportunity - if they are not considered good for the opportunity I would like them to show in RED, the validated people for a project I would like to see in GREEN.