Über Daylite for Mac

EXKLUSIV für Apple-Geräte. Ist dein Team E-Mails und Tabellen entwachsen? Beginne, mehr Geschäfte zu machen und mit Daylite mehr zu erledigen. Daylite ist die einzige Mac-CRM und Projektmanagement-App, die direkt in Apple Mail integriert ist. Organisiere und teile alle deine Kunden, Verkäufe, Projekte und E-Mails, damit dein Team effektiver arbeitet. Daylite rationalisiert deine Kundenkommunikation, Projekt-Workflows und Teampläne, sodass jeder weiß, was wann vor sich geht. Außerdem kannst du offline arbeiten, da Daylite deine Daten direkt auf deinem Mac, iPhone und iPad speichert.

Preisoptionen ab:

29,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Geräte

Unternehmensgröße

S M L

Märkte

Australien, Kanada, Deutschland, Frankreich, Vereinigtes Königreich und 7 weitere , Irland, Japan, Niederlande, Neuseeland, Singapur, Vereinigte Staaten, Südafrika

Unterstützte Sprachen

Englisch

Preisoptionen ab:

29,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Bilder

Daylite for Mac Software - 1
Daylite for Mac Software - 2
Daylite for Mac Software - 3
Daylite for Mac Software - 4
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Funktionen

Gesamtzahl der Funktionen von Daylite for Mac: 70

  • API
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Aufgabenmanagement
  • Aufgabenplanung
  • Automatisierung von Geschäftsprozessen
  • Berichterstattung / Analyse
  • Berichterstattung / Projektverfolgung
  • Berichterstattung und Statistik
  • Beziehungs-Nachverfolgung
  • CRM
  • Chancenmanagement
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • Drittanbieter-Integration
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Echtzeit-Benachrichtigungen
  • Erinnerungen
  • Filesharing
  • Formularverwaltung
  • Freiwilligen-Management
  • Für Finanzinstitutionen
  • Für Mac-Geräte
  • Für iPad-Geräte
  • Ideenmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Konfigurierbarer Workflow
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Lead-Qualifizierung
  • Leadmanagement
  • Marketing-Automatisierung
  • Meilensteinverfolgung
  • Mitgliedschaft-Management
  • Mobiler Zugriff
  • Pipeline-Management
  • Priorisierung
  • Prognose
  • Prognosen
  • Projektplanung/Terminierung
  • Ressourcenmanagement
  • Sales-Pipeline-Management
  • Segmentierung
  • Social-Media-Integration
  • Spender-Management
  • Suchen / filtern
  • Team-Aufgaben
  • Terminverwaltung
  • Traditionelle Methodiken
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Verkaufsprognose
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Konfiguration
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen
  • Zugriffsquellen-Verfolgung
  • für gemeinnützige Organisationen

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Nutzerbewertungen

Gesamtbewertung

4,6 /5
(334)
Preis-Leistungs-Verhältnis
4,4/5
Funktionen
4,4/5
Bedienkomfort
4,4/5
Kundenbetreuung
4,6/5

Hast du Daylite for Mac bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Eine Bewertung schreiben
5 von 334 Bewertungen angezeigt
Adrian C.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A fully featured and user productive CRM

Bewertet am 29.1.2020

I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set...

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!

Vorteile

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.

Nachteile

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

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Medienproduktion
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Improvement over time!

Bewertet am 30.1.2020

I really like the Opportunities funnel - that I can keep top of mind who are all the potential...

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Insightly und Salesforce Sales Cloud

Gründe für den Wechsel zu Daylite for Mac

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.
Victor M.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The Best Rock-Solid Business Management Software (on any platform)

Bewertet am 28.9.2021

I've been able to run two businesses on Daylite, while also keeping track of clients and their...

I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them).

Vorteile

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Nachteile

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Pj M.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 11-50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 2.0 /10

Daylite is Badly Designed

Bewertet am 5.12.2018

Terrible

Terrible

Vorteile

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Nachteile

It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Antwort von Marketcircle

Hi PJ,

Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously.

We're glad that you know your data and any work you put into Daylite was safe; that's really important to us!

We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite.

We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

Robin B.
Gesamtbewertung
  • Branche: Versicherung
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Fantastic Platform!

Bewertet am 19.6.2021

We manage a large client base on Daylite. It has made our team much more efficient in our work...

We manage a large client base on Daylite. It has made our team much more efficient in our work flows.

Vorteile

We've used this CRM for over 15 years now. The ease of use combined with the responsive customer service team makes this platform a real winner!

Nachteile

None that I can think of at the moment.

Antwort von Marketcircle

Thank you so much for the awesome review, Robin! And what an honour to have a loyal customer like you. We're happy to hear that you enjoy using Daylite. As always, we're here if you need anything. Thanks again.

5 von 334 Bewertungen angezeigt Alle Bewertungen

Daylite for Mac Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Daylite for Mac.

Daylite for Mac bietet folgende Kostenpläne an:

Daylite for Mac hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200

Daylite for Mac unterstützt die folgenden Sprachen:

Englisch

Daylite for Mac unterstützt die folgenden Geräte:

iPhone (mobil), iPad (mobil)

Daylite for Mac kann in folgende Anwendungen integriert werden:

Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier

Daylite for Mac bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Chat

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