Daylite for Mac – Bewertungsseite 6

4,6
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4,6
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Tom
  • Branche: Medizinische Praxis
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 11.9.2018

Daylite excellent CRM small business

Have used it for 10 years

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.

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

5
Bewertet am 5.6.2017

I have been a Daylite user for almost 10 years and they continue to make their product better.

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.

Antwort von Marketcircle

Thank you Lee for your review.

I have sent your concerns regarding direct calendar integration on the Apple Watch to our Design and Development team.

Beantwortet am 12.6.2017
Tom
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 25.1.2018

have depended on Daylite for years

ability to organize and track all contact-related aspects of my business

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.

Antwort von Marketcircle

Thank you Tom for your review, and thank you for depending on Daylite to run your business.

Beantwortet am 25.1.2018
Jenson
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
1

2
Bewertet am 12.1.2017

Daylite has unfixed bugs and weak functionality

Anymore, there are simply better CRM programs for a Mac. A few years ago, Daylite was the best of the worst. The software and app were full of bugs and complicated tech solutions to ensure data synced. I had this weird bug where my tasks would not delete and Daylite support knew the problem existed for customers but forced people to upgrade to a newer version instead of fixing the bug. It's an overall wonky system for an expensive price, and that was fine 5 years ago but better software and apps now fill the market for CRMs.

Antwort von Marketcircle

Hi Jenson

We are sorry to hear that your experience with Daylite was not a positive one. We work hard to make sure our customers love Daylite and we take your comments seriously.

The reason your issue wasn't fixed in 4 was that Apple dropped support on the SDK Daylite 4 was programmed in. To submit updates to the app store developers had to use the new SDK which meant a complete rewrite. Daylite 4's development cycle had ended so we can not invest in rewriting it. This allowed us to focus on the newest technologies available and continue to move Daylite in the future. While we still believe this was the right decision we are sorry that you were affected by it.

Syncing was a common complaint of earlier versions and why we developed Daylite Cloud. Each server environment was different, and made syncing a challenge. With Daylite Cloud that is a thing of the past as we manage all that for you. If you give Daylite Cloud a shot we are confident you'll be very happy with the updates!

Beantwortet am 31.1.2017
Steve
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 10.1.2018

User in professional Practice for 10+ years

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

Antwort von Marketcircle

Thank you Steve for your review. We're happy that Daylite keeps your business organized.

Beantwortet am 16.1.2018
Paul
  • Branche: Lebensmittelproduktion
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 22.8.2017

Great product with extraordinary customer service!

Better sales and productivity

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.

Antwort von Marketcircle

Thank you Paul for your review, and we're happy to hear that Daylite helps your team win more customers!

Beantwortet am 22.8.2017
Edward
  • Branche: Immobilien
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.2.2019

Daylite for Mac - finally someone got it right

This is the third CRM system I have tried and this one is amazing. It integrates well with my other systems and works very well. Easy to categorize items and control my actions. Easy to add new clients and start marketing effectively. This CRM just gets better the more I use it. Highly recommend for anyone who loves their Mac and runs a small business. I also think its expandable to larger businesses as well!

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!

Antwort von Marketcircle

Hi Edward,

Thank you so much for this lovely feedback! It's great to hear you're getting so much value out of Daylite - Daylite can grow alongside your small business and we're so happy you can see that!

Thank you again for taking the time to let us know your thoughts - it's very much appreciated!

Beantwortet am 1.3.2019
John
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 27.6.2017

We've used Daylite in our office since 2008, and have found it overall to be a good program.

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.

Antwort von Marketcircle

Thank you John for your review, and for growing your business with Daylite for the past 9 years!

Beantwortet am 28.6.2017
Maxx
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 27.6.2018

Good customer management for Mac users

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.

Antwort von Marketcircle

Thanks for the review! We¿re happy to hear you find Daylite¿s project tracking features easy to use!

Beantwortet am 28.6.2018
David
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 25.9.2017

Effective

enhanced organization.

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.

Antwort von Marketcircle

Thank you David for your review.

Beantwortet am 26.9.2017
Michael
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 25.1.2018

Best for Mac

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.

Antwort von Marketcircle

Thank you Michael for your review of Daylite!

We're happy to hear that you find Daylite to be the best CRM for the Mac.

Beantwortet am 29.1.2018
Bruce
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 22.8.2017

Daylite is the best CRM software on the mac...

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.

Antwort von Marketcircle

Thanks Bruce for your review, and we're happy to hear that Daylite allows you to be more productive!

Beantwortet am 22.8.2017
Greg
Greg
  • Monatlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 7.5.2018

My favorite CRM system. Wonderful project management tools for any need.

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.

Antwort von Marketcircle

Aw shucks, thank you so much for the great review! We are confident that you as you learn more about Daylite, it will help you find even more ways to save time!

Beantwortet am 15.5.2018
Steve
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 5.10.2017

Daylite allows gives us the chance to run our business as efficiently as possible.

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.

Antwort von Marketcircle

Thank you Steve for your review.

Beantwortet am 6.10.2017
Kevin
  • Branche: Unterhaltung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 29.1.2020

great software

great.

Vorteile

the ease of use and ability to create and track jobs

Nachteile

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

Verifizierter Rezensent
  • Branche: Eventservice
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 29.8.2018

Cant go wrong with Daylite

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

Antwort von Marketcircle

Thanks for the review! We're happy to hear you appreciate our integration across all Apple platforms!

Beantwortet am 12.10.2018
Lothar
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 11.1.2018

CRM with great GTD capabilities and powerful Mac/iPad/iPhone integration

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.

Antwort von Marketcircle

Thank you Lothar for your review. We're glad that you find Daylite to be a powerful CRM tool to run your business and stay on top of your tasks. I will reflect your positive feedback to our Customer Service Team.

Beantwortet am 17.1.2018
Alex
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 18.1.2018

Organizing your contacts and correspondence is so much easier with Daylite.

The main benefit of this software is the organization and automatic logging of communication it provides.

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.

Jim
  • Branche: Medienproduktion
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
0

4
Bewertet am 3.10.2016

Daylite 6

Overall, Daylite 6 seems to be just the ticket for our size company and my particular needs. They have a ton of training videos, although I think they are a little to generic. As a first time CRM user, I had a hard time getting my head wrapped around the "what's the first step to take in getting started" part, but since I have been working it for about 8 weeks now it is starting to make more sense. They should do a video entitled, "Here's how to begin using Daylite."

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.

Ryan
  • Branche: Grafikdesign
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 28.3.2018

My productivity is all due to Daylite

Keep up the enhancements! Than you!

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.

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

5
Bewertet am 22.12.2016

Best Information Manager Available

I've been using Daylite since 2004 and it has been a great asset to our business. Specificity there is no better way to keep track of your relationships.

The only thing we would like to see, is an easier way to track Text Messages.

Vorteile

Great customer support.

Nachteile

A bit slow to come up with new functionality.

Christopher
Christopher
  • Branche: Baumaterial
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Weitere für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 13.7.2018

Daylite is a fantastic CRM tailored to those for are in the Mac ecosystem.

CRM, marketing, customer relations,

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.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you found our User Interface easy to use and appreciate our workflow!

Beantwortet am 23.7.2018
George
  • 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

Daylite keeps my team glued together with our clients.

Vorteile

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

Antwort von Marketcircle

Thank you George for your review of Daylite!

We're super happy to hear that Daylite keeps your team glued together with your clients! :)

Beantwortet am 16.2.2018
Sheri
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
4

5
Bewertet am 12.7.2018

Fantastic product for Mac users!

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.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you appreciate our integration across all Apple platforms and that Daylite helps keep you on top of your commitments!

Beantwortet am 16.7.2018
Gordon
  • 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

Daylite Cloud is awesome!

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!

Antwort von Marketcircle

Thank you Gordon for your love of Daylite Cloud and for your wonderful review. We're happy that Daylite helps run your business worry-free!

Beantwortet am 16.10.2017
Gloria
  • Branche: Verbraucherdienste
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
3
Kundenbetreuung
3

4
Bewertet am 16.5.2018

Is a great tool to stay organized and in track with meetings and projects we have through the...

We can keep track of mostly everything with this software (projects, meetings, appointments, contact info, etc.) a very useful tool.

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.

Antwort von Marketcircle

Thanks for the review! We are always on the lookout to improve and really take your feedback to heart!

Beantwortet am 22.5.2018
Hans
  • Branche: Immobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 3.11.2018

Daylite review

95 % of all business with Daylite

Vorteile

everything is linked and integrated , Mac

Nachteile

it is not easy to learn, cost payment per year

Antwort von Marketcircle

Thanks for the review! We are always trying to improve the learning experience and have things in the pipeline coming soon to help.

Beantwortet am 20.11.2018
Gerald
  • Branche: Immobilien
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 17.7.2020

Daylite for Real Estate - Pros & Cons

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.

Antwort von Marketcircle

Hi Gerald. We're happy to hear you like our interface and integration with core Mac products. Thank you for your ongoing support!

Beantwortet am 18.10.2021
Duncan
Duncan
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 2.7.2017

Olivier
Olivier
  • Branche: Unternehmensberatung
  • Unternehmensgröße: Selbstständig
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
2

4
Bewertet am 23.2.2017

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

5
Bewertet am 29.8.2017

Changing from another company, I found Daylite easy to set up and use daily.

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.

Antwort von Marketcircle

Thank you Anne for your review.

Beantwortet am 30.8.2017
Rebecca
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 24.7.2018

Great team management software!

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.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you enjoy our integration across all platforms for tracking your reports and transactions as well as keeping track of your client information.

Beantwortet am 27.7.2018
Chris
Chris
  • Branche: Hochschulbildung
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 30.5.2018

Lots of integrations, but not my favorite CRM for the price point.

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.

Antwort von Marketcircle

Thanks for the review!

Beantwortet am 1.6.2018
Frank-Dieter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

3
Bewertet am 4.8.2017

Daylite is a very comfortable tool to maintain your customer contacts, slaes chances and...

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

Antwort von Marketcircle

Thank you Frank-Dieter for your review.

Beantwortet am 4.8.2017
Dawn
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 15.11.2018

Detailed

It has been great.

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.

Antwort von Marketcircle

Hi Dawn,

Thanks so much for taking the time to give us your feedback! We're glad to hear Daylite has stood out among the other CRMs you've tried.

If you'd like, we have several training options you can take a look at that can help you as you get more comfortable.

We have webinars you can sign up for that range from beginner to more experienced in difficulty right here: https://www.marketcircle.com/webinars

You can also book a call with one of our team members where we offer guidance on workflow, team organization, multi-user functions, and everything else Daylite can help with. If you're interested, you can book a call right here: https://marketcircle.as.me/schedule.php?appointmentType=7510843

Beantwortet am 22.11.2018
Verifizierter Rezensent
  • Branche: Hausmeisterservice
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
3

3
Bewertet am 29.5.2018

I used Daylite briefly for project management back when I was in film production.

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.

Antwort von Marketcircle

Thank you for your review! Happy to hear that during your time in film production you found Daylite useful on generating more leads and executing on your plans!

Beantwortet am 31.5.2018
Celeste
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 20.9.2017

easy to use and great for new agents

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!

Antwort von Marketcircle

Thank you Celeste for your review.

Beantwortet am 21.9.2017
Lauren
  • Weitere für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
2

3
Bewertet am 16.4.2018

I used Daylite for a CRM while managing a client-base of over 300 for an Art Gallery

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.

Antwort von Marketcircle

We are happy to hear you enjoyed how Daylite categorize your clients. Daylite can send emails with the letter templates for simple email/document generation but it can also integrate with Direct Mail and MailChimp for more advanced email marketing making bulk mail scheduling possible.

If you haven't checked out Daylite recently we encourage you to give it another look!

Beantwortet am 19.4.2018
Darren
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
3

4
Bewertet am 6.12.2016

An very easy to use workflow / project / relationship management system for Mac OS

We have been using an automated marketing system to generate leads through our online inbound marketing, but the conversion of leads into projects and the management of the delivery of the projects was ad hoc and disjointed. We decided to implement Daylite as most of the consultant base was mac OS users either laptop, iPad or iPhone. The system provides us with a single end to end solution from lead to invoicing and everything in between meaning it is something you find yourself using every day.

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.

Verifizierter Rezensent
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 5.3.2018

Good software, Great customer service

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.

Antwort von Marketcircle

Thank you for your review, and we're happy that you find Daylite to be intuitive.

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

Beantwortet am 6.3.2018
Meriann
  • Branche: Bau
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 7.11.2018

Great Functionality

Daylite helps me get clients information quickly and easily. I can sink the info into other programs that my company uses so that we can keep everything organized.

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.

Antwort von Marketcircle

Thanks for the review! We're happy to hear you appreciate our integration across apple platforms and that Daylite helps you stay on track!

Beantwortet am 12.11.2018
Ty
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 12.6.2018

Works great for a small team!

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.

Antwort von Marketcircle

Thanks for the review! Helping businesses like yours stay organized and faster than their competition is our passion!

Beantwortet am 18.6.2018
Rossana
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 5.6.2018

Complete solution as CRM for the integration of the team in all the tasks of the company

In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.

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.

Antwort von Marketcircle

Thank you for the review! We are happy to hear Daylite is helping you execute on your plans and closing more deals!

Beantwortet am 8.6.2018
Robert
  • Branche: Unterhaltung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 5.7.2017

Overall A Solid Product.

It's changed how I schedule, which is pretty intense for a studio.

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.

Antwort von Marketcircle

Thanks for the review and feedback Robert! We'd love to hear more about your ideas and perspective on pricing.

Beantwortet am 5.7.2017
Pam
  • Branche: Immobilien
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 8.4.2015

Daylite is very easy to navigate.

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.

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

5
Bewertet am 10.5.2018

So many amazing features, you won't use them all

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.

Antwort von Marketcircle

Thanks for the review! We aim to give our customers the most powerful and simple to use app possible for small businesses. We take your feedback seriously, and it inspires us to continue to improve!

Beantwortet am 15.5.2018
Judy
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 29.6.2015

Excellent business and productivity management program

I couldn't run my business without Daylite.

You need to invest some time in the setup phase - there are lots of templates to get you started or help you out - but once you are up and running the program is great.

We use it to store client information, supplier information, file details, documents and dates. All information is available at the click of your mouse - or if I'm out of the office - on iPhone or iPad.

I like the activity sets - these allow you to program in a series of key dates and link them to a client or a file - it is a great risk management tool for lawyers.

The tasks function is something I use daily - particularly the ability to set reminders, delegations, link files etc.

We export Daylite information to our Billings Pro app - it saves duplicating data entry.

We've called on customer service a number of times when we have encountered problems - the support is always prompt (even taking into account time zone differences) and it is clear they are there to get you back up and running as quickly as possible.

If you run your business on Apple then I highly recommend Daylite.

Miguel
Miguel
  • Branche: Telekommunikation
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Monatlich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
3
Kundenbetreuung
0

3
Bewertet am 21.12.2022

Facil y sencillo

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

Antwort von Marketcircle

Hi Miguel - Thank you for your feedback. We're glad to hear that Daylite helps you stay on top of things on your day-to-day. In addition, it's good to know that you find Daylite to be effective and easy to use. We appreciate your support.

Beantwortet am 9.1.2023
Brandon
  • Branche: Gewerbeimmobilien
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 6.10.2021

Daylite Review

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.

Antwort von Marketcircle

Hi Brandon. Thank you for your review. We're glad you use Daylite to keep track of your customers' journeys. Thank you for your support.

Beantwortet am 18.10.2021
Fabien
  • Branche: Unternehmensberatung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
3

5
Bewertet am 5.11.2017

So far so good. It does the majority of what we expect of a CRM.

Efficiency

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.

Antwort von Marketcircle

Thanks Fabien for your review. We're glad that Daylite helps you run your business efficiently! Your feature requests has been sent to our Design and Development team for review.

Beantwortet am 6.11.2017
363 Bewertungen