Daylite for Mac – Bewertungsseite 7

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4,6
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Verifizierter Rezensent
  • Branche: Computer-Software
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
3

3
Bewertet am 11.5.2018

Easy to use iOS app

Great iOS app for when you are on the go.

Vorteile

I like how there is an iOS app available to manage all my tasks, opportunities and emails in one place while I'm on the go.

Nachteile

I did not like how sometime I my old emails would be hard to find, possibly from me having too many unread.

Antwort von Marketcircle

Happy to hear you had a lot of success managing your opportunities on iOS. Daylite is a better way to track emails and we are always interested in hearing about more ways to improve that. We'd love to hear more about what friction points you were having.

Beantwortet am 22.5.2018
Mak
  • Branche: Gastgewerbe
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 4.6.2018

Great program for Apple lovers!

Vorteile

I like the most that this software is all about Apple applications as I am an Apple freak! It definitely enhances my productivity!

Nachteile

I think that would also be that it only works with Apple products. Maybe somewhere down the line as my company grows, someone may work on a PC or Android.

Antwort von Marketcircle

Thank you for the review!

Beantwortet am 8.6.2018
Jennifer
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 11.8.2017

I can'y do my job without Daylite.

Vorteile

It's easy to use daily. Daylite keeps me on track for my day to day tasks. I can customize each customer with specific information.

Nachteile

The auto correct when searching for a person or company. When that happens sometimes a "new" account or person is created by mistake.

Antwort von Marketcircle

Thank you for your review Jennifer.

Beantwortet am 11.8.2017
Syd
  • Branche: Unternehmensberatung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4,5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 13.9.2016

A great product. Great value for the price.

Vorteile

Functionality is great. Able to easily operate for 100 staff members on projects and time management and to manage 10,000 contacts. Direct filing of emails from Apple Mail to client contacts and projects. Great training aids, videos. able to be implemented across diverse sectors of the business.

Nachteile

The only difficulty is getting staff to keep all contacts up to date.

Adam
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 26.6.2015

Streamlined Organization

Our office uses Daylite to manage a small law firm. The ability to link projects (matters), people, notes, email, events, and tasks together interchangeably has incredible value. Daylite's biggest value to us is this feature; I can pull up a case and see all people, notes, and events associated with it in a glance. It also makes reviewing a case history very easy, removing the need to search multiple places.

Further, Daylite's improved search feature makes finding specific notes, emails, or client data extremely easy. The learning curve on the software is relatively shallow, so new employees are brought easily up to speed on usage. On the balance, this is great software that has continued to evolve in useful ways over the years.

The only Con that I have about Daylite is that it still requires a physical central server for synchronization. We maintain a firewalled Mac Mini, which admittedly could be outsourced for a monthly fee. However, it would be nice if Daylite cloud materialized, removing the need to keep a server running 24/7 for this purpose.

Ilaria
  • Branche: Investmentbanking
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
5

4
Bewertet am 27.9.2017

Sometimes run unexpected disclosures or other bugs. Help Desk fantastic!!

My boss needed a database for his contacts, working on Mac and i-Phone and this looks like to be the best solution, at the moment ;-)

Vorteile

No needs at the moment. I'm facilitate because I don't use it by smartphone. A colleague had problems in reading notes when offline by his i-phone

Antwort von Marketcircle

Thanks Ilaria for your review.

Beantwortet am 28.9.2017
Kevin
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 16.6.2018

Solid, entry level CRM for Mac

Vorteile

I love how integrated it is with the Mac platform. It's well designed and worked right within apple mail.

Nachteile

While it's very integrated into the Mac, it also ignores a lot of other software. For example, it's only integrated with Apple Mail and not any other mail platforms.

Antwort von Marketcircle

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

Beantwortet am 22.6.2018
Jenny
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
3

4
Bewertet am 22.5.2018

Daylite is a great software to use for provider on site appointments.

Vorteile

I like the ease of use! My favorite function of this software this that when you are viewing a clients's profile, you can click the map and it will directly pull up their location on google maps!

Nachteile

Can't say that there is anything that I dislike about the function of this software. It could use a little updating to look more up to date and modern.

Antwort von Marketcircle

Thanks for the review! We are happy to hear that your business is using Daylite to help your able to use Daylite to manage your schedule and clients!

Beantwortet am 29.5.2018
Chan-Hee
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
4

4
Bewertet am 24.5.2018

It's quick alternative to more expensive CRM solution. Great for small team.

Vorteile

We actually began using this product couple weeks ago, and it works well. We already have full CRM solution implemented across the organization, but wanted something light and more personal to our laptop users. This is it.

Nachteile

It's not as powerful as ibgger CRM clients but that's to be expected. We like it generally, but UI can be improved to be more user friendly for newcomers.

Antwort von Marketcircle

Thank you for the review! Happy to hear that your team is enjoying Daylite. Since you're using multiple CRMs, you might want to check Zapier to try and integrate these together. That way you don't have to do double data entry or risk separating your data into two systems. https://zapier.com

Beantwortet am 30.5.2018
Verifizierter Rezensent
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
3
Kundenbetreuung
4

4
Bewertet am 22.5.2018

One of the better lead apps

Vorteile

Great integration with mail and managing leads. Mobile app is a nice touch in keeping in close contact and managing leads.

Nachteile

I'm not a fan of the learning curve. To be honest, it is better to with some kind of training to help with understanding and taking advantage of the full functionality of the program

Antwort von Marketcircle

Thank you for the review! We know learning new apps can be a challenge and we are always working on improving the onboarding process.

Beantwortet am 29.5.2018
Pierre A
  • Branche: Sportartikel
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 16.11.2018

Daylite for me

After having investing in Daylite Cloud, I now appreciate having access from everywhere and I feel that my information is now protected

Vorteile

The access is amazing, from anywhere I can now have access to my information

Nachteile

The cost...Like anything else we are very price conscious

Antwort von Marketcircle

Thanks for sharing a wonderful review of Daylite, Pierre!

We are so glad you¿re happy to have the ability to access your information from anywhere you are and that you know your data is well-protected!

Beantwortet am 30.11.2018
angus
  • Branche: Immobilien
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 23.5.2019

Daylite for Mac Review

Looks great,

Vorteile

That it has desktop Software. ~So it is easy to use and works without slowing

Nachteile

That is that we couldn’t use it for the whole team, some of our team members use windows and other pcs.

Antwort von Marketcircle

Hi Angus,

We're very happy to hear you find Daylite easy to use, reliable and intuitive!

We are aware a lot of businesses are now using a mix of Apple devices and PCs and this is something we're taking into account for the future!

Beantwortet am 10.6.2019
Verifizierter Rezensent
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 9.4.2018

It's a perfect integration with the apple mail with which you can create tasks based on the...

Vorteile

I have tutorials with which I can understand the software. If I have the application on different devices, the information that I add is updated in all of them.

Nachteile

I feel there are many more functions than I can handle, maybe I need to delve more into the application to understand it thoroughly

Antwort von Marketcircle

Thank you for your review of Daylite!

May your business continue to grow with Daylite. :)

Beantwortet am 10.4.2018
Tommy
  • Branche: Transport/Güterfrachtverkehr/Schienenverkehr
  • 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 11.7.2017

This Is The Best Software Package I've EVER Used

Seamless integration of my email, contacts, and calendar into a great contact management system that leverages my time.

Vorteile

The software is easy to use. The customer service team is OUT OF THIS WORLD. I love that they allow you 30 days to test the product. If you are a Mac/iPhone/iPad user, you MUST have this software. It brings everything I use (Calendar, Contacts, and Email) and simply rolls it into one. It's a tremendous value that leverages my time. I LOVE THIS COMPANY! I wish AT&T would take lessons from Daylite -- LOL!

Antwort von Marketcircle

Thank you Tommy for your review and support! :)

Beantwortet am 11.7.2017
Christine
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4,5
Bedienkomfort
4,5
Kundenbetreuung
4,5

4,5
Bewertet am 16.3.2015

I use Daylite as a Customer Resource Management to keep ahead.

Vorteile

Daylite makes everything so much easier to find. It organizes everything together for each customer. There’s a lifecycle for an order. Daylite keeps the whole lifecycle in one place where I can find it, whether I am in the office or in my car. It seamlessly syncs with my mobile devices and computers which is unbelievably helpful.
Daylite Mail Assistant is the best function, because I do almost everything by e-mail or phone, and now I can attach the correspondence to the project I’m working on. I also like that I can add so many things on the fly. I add keywords with the PO number and link it to my customer’s name and vendor name for whatever item I’m ordering. I can put the date in for forecasting so I know when I need to order again. Before Daylite, I had to do that manually or write a report in Excel and pick things off a report, which wasn’t fun!

Nachteile

I wish the updates for newer versions were less expensive.

Alejandra
  • Branche: Einzelhandel
  • Unternehmensgröße: Selbstständig
  • Weitere für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 15.5.2018

Shedding some light on Daylite

Nothing out of the ordinary, easy and has all basic functions as well as many other surprise elements that you might enjoy integrating into your use.

Vorteile

Great for team working, I can set up a project, choose team members and then in all one big step and include them all in to see all of the information on their, deadlines, meetings and other helpful information.

Nachteile

It is only able to be used or compatible with Apple products, I myself am not an Apple fanatic so I use Androids and regular laptops. I only used it because the company provided the Iphones and Ipads to use it.

Sarah
  • Branche: Finanzdienstleistungen
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 11.9.2017

Really easy to use, and very good support

All my client data in one place with all their details. An ability to organise them into groups and communicate with them in those groups.

Vorteile

It really integrates well with all the Mac features and once you get to know you're way around it's easy to use.
There is very good support with tutorials and a very responsive support team to help answer any questions.

Nachteile

It can take a bit of time to find what you want through the menu options - I have to use trial and error at times. But I'm still a relative beginner.

Antwort von Marketcircle

Thank you Sarah for your review!

Beantwortet am 12.9.2017
Sam
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Monatlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
4

4
Bewertet am 18.6.2018

Help with sales processing

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

Vorteile

Daylite has great and easy to use interfaces to manage sales opportunities. it helps our sales team being accountable and follow the tasks assigned. It has nice looking mobile responsive view which helps the mobile users. 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

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

Antwort von Marketcircle

Thanks for the review! We're happy to hear we make automating your business development easier and help hold your sales team accountable with our task manager!

Beantwortet am 22.6.2018
Elle
  • Täglich für Kostenlose Testversion genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 20.6.2018

Great for Sales Team Processes

Vorteile

Great software that works with Mac's and also on IPad's and IPhone's. Allows you to assign tasks to collegues and monitor their sales processes.

Nachteile

Integrates perfectly with all Apple mail, contacts, and calendar, however it does not integrate well at all with any other type of emails or calender's.

Antwort von Marketcircle

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

Beantwortet am 22.6.2018
Nicole
  • Branche: Pharmazeutika
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
0

3
Bewertet am 11.2.2017

Colorful activity sheet helps out

Daylite helps with managing productivity from our team. The colorful activity sheet is easy to review and is helpful. It helps us managing all company projects and assign to the right team member.

Lisa
  • Branche: Immobilien
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
3,5
Bedienkomfort
4
Kundenbetreuung
2,5

3,5
Bewertet am 28.3.2015

Great CRM system for Apple users in Real Estate

Vorteile

Love that it syncs with all devices and works on Apple.

Nachteile

Sometimes have syncing issues between devices, and it's not easy to figure out. Wish that tech support had a chat feature.

Katy
  • Branche: Immobilien
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.3.2015

Great Real Estate CRM and transaction management system

Vorteile

It's a Mac-based product and is very intuitive and easy to use.

Nachteile

There are lots of updates. Each time there is an update, I have to manually update each computer, which takes time.

Andrew
  • Branche: Maschinenbau oder Wirtschaftsingenieurwesen
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
3
Bedienkomfort
3
Kundenbetreuung
0

4
Bewertet am 5.2.2019

Daylite brightens my morning

Vorteile

Allow me to pick the clients and track them for the leads I need. With daylite I’m more productive and can maximize my day

Nachteile

Pulling information from outside sources can be slightly different if your information isn’t formatted correctly. User error not app error.

Antwort von Marketcircle

Hi Andrew,

Thanks for taking the time to review Daylite!

It's awesome to know that Daylite helps increase your productivity. Keeping everything in one place is something that makes things easier and we know how important it is to maximize your time!

We know importing can sometimes be tricky, so this is valuable feedback - we can certainly look into ways to make this easier! You're always welcome to submit feature requests you have at [email protected].

Beantwortet am 22.4.2019
Greg
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 25.6.2015

Long time user of Daylite

I have been using Daylite in my business and personal life for over ten years. This CRM has helped me keep very detailed information about clients, projects while running a complex calendar. Daylite was built for productivity right from the start and that is what attracted me in the first place. The linking of people, projects, opportunities, task, files, notes is the strong point of this software. Being able to link emails within the application and get them out of your inbox for later reference is a huge. This is so helpful having all the info under one client/project or event. Daylite can be a little difficult for people to learn but well worth the investment in learning. Take the trial run for 30 days and I think you will see the value and won't know how you did business without this great tool.

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

5
Bewertet am 15.4.2018

A Daylite beginner, but like what I have used so far, would just like to use more of it

Vorteile

Integration and functionality, the email feature is excellent, as is the contacts field. Also customer service is excellent.

Nachteile

Complex, struggling to understand how best to use it daily, with so many features, I feel I need to go on a course to get the most out of it.

Antwort von Marketcircle

We are really happy to hear that you're enjoying Daylite! We are going to have someone reach out to you to discuss how to integrate Daylite more so you can use it every day with confidence.

Beantwortet am 17.4.2018
Yolanda
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 18.11.2017

We love Daylite and find it an essential software for our business. It has streamlined our...

Daylite has allowed us to run our business much more effectively by organizing and streamlining our workflow.

Vorteile

The ability to integrate with other Mac program such as iMail, iCalendar and Reminders. Also, the ability to delegate task to other users.

Nachteile

Lack of customizable layouts for different lead types. Lack of features for creating email templates.

Antwort von Marketcircle

Thank you Yolanda, and we're excited to hear that Daylite allows you to run your business effectively!

Beantwortet am 20.11.2017
Enrique
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 5.2.2018

My experience has been amazing! with Daylite! The customer support staff is very helpful.

Vorteile

The customer support and functionality of the software, easy to use and organize, and works great for bulk emailing.

Nachteile

Integration from other programs and software. There are some functions I wish could be implemented, but there are work arounds for them.

Antwort von Marketcircle

Thank you Enrique for your review of Daylite.

We're glad to hear that your experience with Daylite has been amazing, and easy to use to help organize and run your business.

Beantwortet am 6.2.2018
Jeff
Jeff
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

3
Bewertet am 26.11.2017

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

5
Bewertet am 10.8.2017

Great! They have been very helpful and the software itself is very straight forward.

Vorteile

Daylite is very easy to use. Any time I have needed to learn how to do something I have easy found a video tutorial of how to do it. It's not difficult to navigate and the support team is very helpful!

Nachteile

Nothing. I love it. I do wish it was compatible with Pc's so that all of our team members could use the desktop version as well.

Antwort von Marketcircle

Thank you Sarah for your wonderful review!

Beantwortet am 10.8.2017
Chanelle
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 17.5.2018

Great for Apple Products!

Vorteile

Easily brings everything to one convenient location through all of my devices. Our team can be brought up to speed all in one place. The client really benefits!

Nachteile

It's too bad some of us can't bring everything together because they have PCs or Android devices.

Antwort von Marketcircle

Thanks for the fantastic review! We are happy to hear that your teams are able to give your clients a better experience.

Beantwortet am 28.5.2018
Tom
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
4
Kundenbetreuung
5

5
Bewertet am 26.6.2015

Daylite is "a force multplier" for small business

I run an small sales and marketing company - 15 employees. Daylite allows us each to focus on our own strengths, and to handle many-more opportunities and projects with a small team. Most importantly, it allows us to measure our successes and failures, to take chances on new processes, and to invest in methods that prove to be successful.

I conservatively give Daylite a value of two additional sales people, in our organization.

There's a learning curve, to be sure. When we started with Daylite in 2006, we initially used only contacts and calendar, but we now use almost all of the features. Our income and growth have tripled since we've started with Daylite; far outpacing our industry's average.

Austin
  • Branche: Computer-Software
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
0

4
Bewertet am 11.2.2017

Improved integration with Mac OS

Working on my MacOS have been easier with Daylite application. The app works great and is easy to use. Managing office projects with Daylite works well and reports can be extracted easily.

Vorteile

Projects management becomes easier with Daylite.

Libby
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 26.6.2015

Daylite

We've been using Daylite for almost five years to collect and organize information from the numerous school districts we work with and those who have inquired about our services or materials. We also use Daylite to manage projects and to coordinate all of our team's various schedules. Daylite is an invaluable program to our business. It is a way for us to make numerous connections between all of the people and school districts that we serve. Daylite streamlines our workflow especially because we have employees in northern and southern California, Oregon, Montana, and Kansas. Daylite is a logical way for us to maintain effective communication among our team and with our districts.

Stan
  • Branche: Computer-Software
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 27.1.2017

Dashboard Helps with overall summary of projects

First of all, the installer version helps me working on my Mac to use this system. the dashboard looks really well and presents the information summary in a creative way. It's calendar looks like a google calendar feature and helps understanding the tasks and the milestones details.

Vorteile

Works with my mobile phone well and I can easily manage the activities. Reporting feature is also helpful.

Werner
  • Branche: Freizeit, Reisen & Tourismus
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 19.1.2018

Great, under utilized by us though

Vorteile

Love the Pyramid of components!
Workflow management made easy, allowing a structured approach to CRM management....

Nachteile

....provided you are prepared to invest the effort and discipline to enter data consistently and diligently!

Antwort von Marketcircle

Thank you Werner for your review.

We're glad that Daylite is an easy to use CRM to help manage your business and your team.

Beantwortet am 22.1.2018
Michael
  • Branche: Philanthropie
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
3,5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
1,5

3
Bewertet am 6.7.2016

Daylite = worth checking out but buggy

Vorteile

The product is quite configurable and the design is well thought out and creative.

Nachteile

The software, especially iOS software but Mac included, crashes all too often. The night side is that I have not lost any data due to a crash. Their tech support seems to try to be helpful, but problems seem to take a really long time to get resolved.

Hendrik
  • Branche: Unternehmensberatung
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4,5
Bedienkomfort
4
Kundenbetreuung
4,5

4,5
Bewertet am 18.1.2015

Smart and flexible CRM solution for small businesses

Vorteile

Daylite is the most sophisticated CRM solution available if you work in an Apple environment. I have been using Daylite for over 5 years and Marketcircle has been committed to continuously develop the platform and connect all mobile devices, making it accessible from everywhere.

Nachteile

The database server needs more detailed instructions about users and syntonization with Daylite instances on other Mac machines. This has improved over time, but still needs work to make it Apple easy.

Annette
  • Branche: Immobilien
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
4
Bedienkomfort
2,5
Kundenbetreuung
3

3,5
Bewertet am 8.1.2015

Time consuming but helpful

Vorteile

I like the pipeline and the overview of your projects and opportunities that it gives you. It really helps to stay on top and avoid an unexpected slow time. It's a great tool for managing your customers and projects!

Nachteile

It takes a lot of time and discipline to enter all the important information into the program and many can't be just imported. You also can't save attachments with emails. Even though it is made for the Mac, it isn't as intuitive to use as Mac software usually is!

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

5
Bewertet am 7.3.2018

This software makes it easy and intuitive to keep track of my coaching clients.

Vorteile

It's so easy to use, and integrates seamlessly into the other software I use routinely, like Apple Mail. Yay, I'm organized!

Antwort von Marketcircle

Thank you Patti for your review, and we're super excited to hear that Daylite helps you keep track of your Coaching business.

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

Beantwortet am 14.3.2018
Amir
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 25.7.2018

Definitely one of the best organizers that is made for MAC

Vorteile

Best part has to be the usefulness on all of my Apple products. Cant stress how amazing this is, you can even use siri.

Nachteile

I honestly wish the interface was slightly more user friendly. But this is me really knit picking this. Overall amazing.

Antwort von Marketcircle

Thanks for your kind words and for the review!

Beantwortet am 2.8.2018
Cole
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 29.6.2015

Intuitive and Seamless

Our wedding photography business has been using Daylite since 2011, and without it we're not sure where we'd be. Our customer services benefits from intuitive features such as email integration, our projects can easily be streamlined due to the ease of pipeline setups, and we're always prepared for upcoming tasks due to the simple calendar setup. Of all the tools our business has integrated into our workflow, Daylite is certainly the most valuable as it transfers the benefit of great service over to the clients and we're always on top of things.

Richard
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 16.9.2015

Daylite makes my successful business and life possible!

I have used many organizational system software programs and Daylite by Market Circle is by far the best... ease of use, comprehensive features, the way it integrates with Apple Mail and other computer features. If you like David Allen's "Getting Things Done," you will love how Daylite makes it easy to apply those principles and steps.

And the customer support team is so knowledgeable, friendly and quick to help.

This Capterra site only allow ratings up to five stars. I give Daylite ten stars.

Rahim
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 3.11.2015

Life Changer

Using Daylite and the accompanying apps has really enhanced my productivity and helped me manage my time better. With almost all my communications and new business coming through my email accounts, Daylite Mail Assistant can help me organize my business and personal life all from Apple Mail. I can keep track of emails, notes, tasks associated with projects, tasks and meetings and plan for the future to ensure I am making the most of my time each day.

Highly recommend Daylite. Worth every penny.

James
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 26.6.2015

Smart, stable and flexible CRM tool for the Mac

My 2 cents from the perspective of a small Medical Recruitment business:

Pros: intelligent workflow out of the box, comes with decent tools for a small to medium size business environment. Effective team tasking and data syncing. Seems relatively secure and is a stable software platform.

Ample 3rd party development for reports, plugins and such.

Cons: Limited ability to automate the outbound call process (very limited auto-dialer) Cannot link some items (Project to Project, for example).

Kevin
Kevin
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 21.2.2017

Ben
Ben
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

4
Bewertet am 12.11.2016

David
David
  • Branche: Design
  • Unternehmensgröße: Selbstständig
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionalität
0
Bedienkomfort
0
Kundenbetreuung
0

4
Bewertet am 3.3.2016

Andrius
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
5
Bedienkomfort
4
Kundenbetreuung
4

5
Bewertet am 22.12.2016

Great CRM for SMEs

We have been using Daylite for all our marketing activities as a CRM and it has been fantastic! Probably the best thing about it is its functionality and features - every company can mould it to its needs and make it as simple or as complex. The only thing that could be improved is customer support, since the company is based in the US, it lacks timely support for Europe-based companies.

Antwort von Marketcircle

Thanks for the review Andrius! Just to clarify, we're in Canada, not the US :)

Beantwortet am 22.12.2016
Peter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionalität
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 28.6.2015

The best Mac OS X CRM on the market. Essential.

An exceptionally intuitive interface almost native to OS X with a vast array of customisation to suit any business. Any company looking to improve is productivity, service delivery and customer relations needs to seriously look at this. Its been the backbone for my business for years and helped us generate an unparalleled level of delivery in my industry. Marketcircle also provide the best customer service I've ever found. A very satisfied customer.

Eric
  • Branche: Design
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Monatlich für 6-12 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionalität
4
Bedienkomfort
4
Kundenbetreuung
5

4
Bewertet am 4.5.2018

It's a great tool for managing objectives and goals

It's a powerful app that integrates with Apple Mail to create tasks

Vorteile

It has a mobile app, which is great. It also integrates with Apple Mail to create tasks based on requests that are sent in.

Nachteile

It becomes more complicated when working with Android-based machines. It would also be useful if they added some forecasting tools.

Antwort von Marketcircle

Hey Eric, hearing that Daylite has helped you and your team manage objectives and goals better inspires us to help more businesses with Daylite! Hope you continue to love it and grow!

Beantwortet am 15.5.2018
363 Bewertungen