Sobre Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. Sync with your iPhone and iPad when you’re on the go (or on the couch). Compatible with Big Sur and M1-powered Macs, plus enjoy the new sleek look of Daylite in dark mode. Daylite is designed to work seamlessly with all the Apple features you love: - Integrate with Apple Mail on Mac - Share your Apple Contacts and iCal - Leverage features like Siri & Caller ID on your iPhone - FaceID and TouchID support Unlike other Web-based CRMs that just focus on customer relationships and sales, Daylite takes you through the full customer lifecycle. From meeting prospects & winning business, to managing the moving pieces on projects, all the way through following up for referrals and repeat business, it’s all done in Daylite. Daylite offers complimentary onboarding support to help you get the most out of Daylite. Ready to grow your business? Start your free 14-day Daylite trial today!
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Vídeo de Daylite for Mac
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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 39,99 US$/mes.

Precio inicial:
39,99 US$/mes
Versión gratuita:
Prueba gratuita:

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Opiniones de Daylite for Mac

Evaluación de función

Relación calidad-precio
4,4
Funcionalidad
4,4
Facilidad de uso
4,4
Asistencia al cliente
4,5
5 opinones sobre 342 Ver todas las opiniones
Adrian
  • Sector: Servicios financieros
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
4
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 29/1/2020

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!

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.

Desventajas

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

Breanne
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
5

5
Publicado el 21/11/2021

Game changer for small business

Puntos a favor

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Desventajas

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Respuesta de Marketcircle

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

Respondido el 7/12/2021
Johanna
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
5
Funciones
5
Facilidad de uso
5
Asistencia al cliente
0

5
Publicado el 24/9/2022

Daylite vereinfacht die tägliche Organisation

Für unser Unternehmen ist es die perfekte CRM-Software.

Puntos a favor

Die Software ist kompatibel mit Mac. Sie ist sehr strukturiert aufgebaut und stellt Schnittstellen für die Integration von weiteren Tools bereit.

Desventajas

Nach Updates kommt es in den ersten Tagen immer wieder zu Fehlern, welche das System abstürzen lassen.

Alternativas consideradas

Salesforce Sales Cloud
Michael
  • Sector: Construcción
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
2
Funciones
2
Facilidad de uso
2
Asistencia al cliente
5

2
Publicado el 30/1/2020

Still waiting for Daylite to catch up

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.

Desventajas

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.

Tamara
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión
Relación calidad-precio
3
Funciones
4
Facilidad de uso
5
Asistencia al cliente
3

4
Publicado el 13/7/2022

Great for a solo

Was great before my company grew!

Puntos a favor

I used this for a long time when the accompanying Billings program was supported. It is great for an individual who wants to track contacts and schedule appointments.

Desventajas

There is no easy time tracking feature or way of billing clients without additional integrations. Support is slow because the company is based in Europe. And the Billings program does not allow multiple access tiers; it's "all or nothing" so even low level employees could have full visibility into firm reports.

Respuesta de Marketcircle

Hi Tamara - We're very sorry to hear you've had issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can find a solution for you. We appreciate your feedback!

Respondido el 15/7/2022

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