Daylite for Mac

Daylite for Mac

Por Marketcircle

¿Quién usa Daylite for Mac?

Para pequeñas empresas basadas en MAC que necesitan gestionar proyectos y tareas en equipo.

¿Qué es Daylite for Mac?

EXCLUSIVAMENTE para Mac, iPhone y iPad. Daylite es un gestor de productividad y CRM para pequeñas empresas. Desarrolla mejores relaciones con los clientes y aumenta la eficiencia de tu equipo. Comparte información con tu equipo viendo todos tus correos electrónicos, notas, llamadas y citas relativos a tus clientes en un solo lugar. Daylite se integra con Apple Mail como ningún otro CRM. Almacena correos y programa tareas directamente dentro del Apple Mail. Gestiona tus contactos desde cualquier lugar con tus Macs, iPhones o iPads, incluso sin conexión a Internet.

Información sobre Daylite for Mac

Marketcircle

http://www.marketcircle.com

Fundada en 1999

Resumen de precios de Daylite for Mac

Daylite for Mac dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Daylite for Mac está disponible a partir de US$ 29,00/mes.

Precio inicial

US$ 29,00/mes

Versión gratuita

Prueba gratis

Implementación

Instalado: Mac

En la nube, SaaS, web

Móvil: nativo de iOS

Formación

En directo en línea

Seminarios web

Documentación

Asistencia

Horas laborables

En línea

Funciones de Daylite for Mac

Software CRM
Acceso móvil
Almacenamiento de documentos
Evaluación de clientes potenciales
Generación de clientes potenciales
Gestión de tareas
Gestión del territorio
Integración de automatización de marketing
Integración de chat interno
Integración de redes sociales
Marketing por correo electrónico
Presupuestos y ofertas
Segmentación
Sistema de calendarios o recordatorios
Alertas sobre las propiedades
Correspondencia cliente/propiedad
Gestión de campañas
Gestión de clientes potenciales
Gestión de contactos
Marketing por correo electrónico
Segmentación
Seguimiento de interacciones
Seguimiento de recomendaciones
Asistencia al cliente
Automatización de marketing
Catálogo de productos
Evaluación de clientes potenciales
Gestión de campañas
Gestión de centros de atención telefónica
Gestión de clientes potenciales
Gestión de contactos
Gestión de documentos
Gestión de encuestas
Gestión de listas
Gestión de proyectos
Gestión del territorio
Marketing por correo electrónico
Presupuestos y ofertas
Páginas de aterrizaje y formularios web
Seguimiento de interacciones
Seguimiento de recomendaciones
Almacenamiento de documentos
Chat en vivo
Escaneado de tarjetas de visita y de identificación
Evaluación de clientes potenciales
Gestión de tareas
Gestión del territorio
Integración de automatización de marketing
Integración de redes sociales
Presupuestos y ofertas
Previsión
Segmentación
Sistema de calendarios o recordatorios
Chat y mensajería
Comunicaciones a demanda
Comunicación multicanal
Comunicación por lotes
Contenido en vídeo
Contenido interactivo
Distribución de correo electrónico
Gestión de contenidos
Gestión de impresiones
Gestión de modelos
Personalización

Reseñas de Daylite for Mac

Mostrando 5 de 318 reseñas

En general
4,6/5
Facilidad de uso
4,4/5
Atención al cliente
4,6/5
Funcionalidades
4,5/5
Relación calidad-precio
4,4/5
Adrian C.
Founder
Servicios financieros, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 29/1/2020

"A fully featured and user productive CRM "

Comentarios: I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist!

Puntos a favor: Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings.

Contras: Some highly technical limitations:
- No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome!
- Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement.
- Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version

  • Fuente de la reseña 
  • Publicado el 29/1/2020
Diense B.
Realtor
Propiedad inmobiliaria, 1001-5000 empleados
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 17/3/2020

"Daylite Review"

Comentarios: Absolutely love the product. Marketcircle continues to update and revise the software. Would love if the developers came out with more detailed specifics for the Real Estate.

Puntos a favor: Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.

Contras: It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.

Respuesta de proveedores

por Marketcircle el 11/6/2020

Hi Diense,

Thanks so much for taking the time to review Daylite!

It's awesome to hear mail integration is helping you! We hear you on reports and custom fields - we've passed this along to our developers!

  • Fuente de la reseña 
  • Publicado el 17/3/2020
Michael G.
Proprietor
Construcción, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Valoración global
    2/5
  • Facilidad de uso
    2/5
  • Características y funcionalidades
    2/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    2/5
  • Probabilidad de recomendación
    2/10
  • Fuente de la reseña 
  • Publicado el 30/1/2020

"Still waiting for Daylite to catch up"

Comentarios: I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.

Puntos a favor: It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

Contras: It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

  • Fuente de la reseña 
  • Publicado el 30/1/2020
Brian J.
Owner
Consultoría de gestión, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Valoración global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 31/1/2020

"Helps me to Get Things Done"

Comentarios: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Puntos a favor: It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Contras: It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

  • Fuente de la reseña 
  • Publicado el 31/1/2020
Usuario verificado
Owner
Producción audiovisual, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Valoración global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 30/1/2020

"Improvement over time! "

Comentarios: I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.

Puntos a favor: I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support.

Contras: It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps.

  • Fuente de la reseña 
  • Publicado el 30/1/2020