Daylite for Mac

CRM et gestion de projet pour Mac

4,6 /5 (322 avis) Écrivez votre avis !

Daylite for Mac - Présentation

Description du logiciel Daylite for Mac

UNIQUEMENT pour les appareils Apple. Les feuilles de calcul et les e-mails ne suffisent plus à votre équipe ? Commencez à gagner plus de marchés et à avancer plus vite dans le travail avec Daylite. Daylite est la seule application de gestion de projet et CRM pour Mac qui s'intègre directement avec Apple Mail. Organisez et partagez tous vos clients, ventes, projets et e-mails afin que votre équipe puisse travailler plus efficacement. Daylite optimise la communication avec vos clients, les flux de travail des projets et les horaires des équipes pour que tout le monde sache ce qui se passe et quand. De plus, vous pouvez travailler hors-ligne car Daylite stocke vos données directement sur votre Mac, iPhone et iPad.

Daylite for Mac - Présentation

Prix

À partir de
29,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Daylite for Mac - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Australie, Allemagne
Langues
allemand, anglais, espagnol, français, néerlandais

Médias

Remember every detail and interaction with your clients
Organize your clients, deals, and projects all in one place.
Close more deals with custom pipelines and follow-up reminders
Manage projects with your team. Know what's been done and what needs to be done next.
Stay on top of clients, deals, and projects on the go.
Capture d'écran pour Daylite for Mac : Remember every detail and interaction with your clients Capture d'écran pour Daylite for Mac : Organize your clients, deals, and projects all in one place. Capture d'écran pour Daylite for Mac : Close more deals with custom pipelines and follow-up reminders Capture d'écran pour Daylite for Mac : Manage projects with your team. Know what's been done and what needs to be done next. Capture d'écran pour Daylite for Mac : Stay on top of clients, deals, and projects on the go.

Daylite for Mac - Avis

Daylite for Mac - Avis

Note globale
4,6
/
5
Excellent
220

Très bien
79

Moyen
15

Médiocre
6

Mauvais
2

Rapport qualité-prix
4,4
Fonctionnalités
4,4
Simplicité d'utilisation
4,4
Support client
4,6
93% des utilisateurs recommandent cette application
Adrian C.

A fully featured and user productive CRM

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!


Traduire avec Google Translate
Diense B.

Daylite Review

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.


Traduire avec Google Translate
Pj M.

Daylite is Badly Designed

Terrible


Traduire avec Google Translate
David K.

Over 15 years using this, and I LOVE IT!

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!


Traduire avec Google Translate
Utilisateur vérifié

Improvement over time!

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.


Traduire avec Google Translate
Adrian C.
Secteur d'activité: Services financiers
Taille de l'entreprise: Auto-entrepreneur
Traduire en français
Traduire en français

A fully featured and user productive CRM

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/01/2020
Provenance de l'avis : Capterra

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!

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Diense B.
Secteur d'activité: Immobilier
Taille de l'entreprise: 1 001-5 000 employés
Traduire en français
Traduire en français

Daylite Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 17/03/2020
Provenance de l'avis : Capterra

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.

Avantages

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

Inconvénients

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

Traduire en français

Réponse de Marketcircle

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Pj M.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Daylite is Badly Designed

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 05/12/2018
Provenance de l'avis : Capterra

Terrible

Avantages

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

Inconvénients

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.

Traduire en français

Réponse de 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: [email protected] Thank you for helping us continue to constantly improve Daylite!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 2.0/10

David K.
Secteur d'activité: Immobilier
Taille de l'entreprise: 2-10 employés
Traduire en français
Traduire en français

Over 15 years using this, and I LOVE IT!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 15/10/2020
Provenance de l'avis : Capterra

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!

Avantages

GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.

Inconvénients

I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Utilisateur vérifié
Secteur d'activité: Production audiovisuelle
Taille de l'entreprise: Auto-entrepreneur
Traduire en français
Traduire en français

Improvement over time!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 30/01/2020
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Recommandation utilisateur
8,8/10
Basé sur 322 avis utilisateurs
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives

Daylite for Mac - Prix

Daylite for Mac - Prix

À partir de
29,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,4/5
Basé sur 322 avis utilisateurs
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives

Daylite for Mac - Fonctionnalités

Daylite for Mac - Fonctionnalités

API
Base de données de clients
Champs personnalisables
Données en temps réel
Enquêtes et feedback
Gestion des calendriers
Gestion des contacts
Importation et exportation de données
Intégration de tiers
Intégration des e-mails
Intégration des médias sociaux
Modèles personnalisables
Notifications automatiques
Paiements électroniques
Rappels
Rapports et statistiques
Rapports personnalisables
Stratégie de marque personnalisable
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
4,4/5
Basé sur 322 avis utilisateurs
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Daylite for Mac - FAQ

Daylite for Mac - FAQ

Voici quelques-unes des questions fréquentes sur Daylite for Mac.

Q. Quels sont les types de licence disponibles pour Daylite for Mac ?

Types de licences disponibles pour Daylite for Mac :

À partir de: 29,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Daylite for Mac ?

Nous n'avons pas d'informations sur les fonctionnalités de Daylite for Mac.

Q. Qui utilise Daylite for Mac ?

Utilisateurs habituels du logiciel Daylite for Mac :

PME, À but non lucratif, Auto-entrepreneurs

Q. Dans quelles langues Daylite for Mac est-il disponible ?

Langues dans lesquelles Daylite for Mac est disponible :

allemand, anglais, espagnol, français, néerlandais

Q. Quels sont les types de licence disponibles pour Daylite for Mac ?

Types de licences disponibles pour Daylite for Mac:

Abonnement

Q. Daylite for Mac prend-il en charge les appareils mobiles ?

Appareils pris en charge par Daylite for Mac :

iPhone, iPad

Q. Avec quelles applications Daylite for Mac peut-il s'intégrer ?

Applications s'intégrant à Daylite for Mac :

Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, PieSync, Xero, Zapier

Q. Quelles sont les ressources d'aide disponibles pour Daylite for Mac ?

Ressources d'aide disponibles pour Daylite for Mac :

FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo