Sobre o Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. If you're having a hard time keeping track of communication with clients, where your team is on deals, or what's been done on projects, Daylite can help.

Save time and increase efficiency by managing communication with clients, deals, and projects in one shared place. Control permissions for privacy and security.

If your team loves Macs, you'll love Daylite! Integrate with Apple Mail, share your Apple Contacts and iCal. Use Siri, Reminders, and more. Daylite is easy to customize and flexible so it grows with you.

Preços a partir de:

US$ 29,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Daylite for Mac

Principais benefícios do Daylite for Mac

See a full history of emails, calls, notes, documents, and tasks for each client in one place.

Get an overview of the status of each deal along with tracking your close rate so your team can close more deals.

Have full transparency over what's been done on projects and what needs to be done next. Delegate tasks and get updated when they're done.

Integrate with Apple Mail. Share with Apple Contacts and iCal. Use Siri and Reminders.

Dispositivos

Porte da empresa

P M G

Mercados

Canadá, Estados Unidos

Idiomas

inglês

Preços a partir de:

US$ 29,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Daylite for Mac

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Recursos

Total de recursos do Daylite for Mac: 68

  • API
  • Acesso para Celular
  • Acompanhamento de atividades
  • Agendamento de tarefas
  • Alertas/notificações
  • Armazenamento de documentos
  • Automação de marketing
  • Automação dos processos comerciais
  • Banco de dados de contatos
  • CRM
  • Campos personalizáveis
  • Compartilhamento de arquivos
  • Configuração do fluxo de trabalho
  • Controle de marcos
  • Controles/permissões de acesso
  • Ferramentas de colaboração
  • Fluxo de trabalho configurável
  • For Mac Devices
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gestão de associação
  • Gestão de calendários
  • Gestão de campanhas
  • Gestão de compromissos
  • Gestão de doadores
  • Gestão de formulários
  • Gestão de ideias
  • Gestão de leads
  • Gestão de modelos
  • Gestão de oportunidades
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão de voluntariado
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Importação/exportação de dados
  • Integração de bate-papo interno
  • Integração de redes sociais
  • Integração de terceiros
  • Integrações de terceiros
  • Lembretes
  • Marketing por e-mail
  • Modelos de e-mails
  • Modelos personalizáveis
  • Métodos tradicionais
  • Notificações em tempo real
  • Orçamentos/estimativas
  • Para organizações sem fins lucrativos
  • Pesquisa e filtro
  • Planificação/Programação de projetos
  • Previsão
  • Previsão de vendas
  • Priorização
  • Projeções
  • Qualificação de leads
  • Rastreamento de interações
  • Rastreamento de recomendações
  • Rastreamento de relacionamentos
  • Relatórios de vendas
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Segmentação
  • Seguimento de relatórios/projetos
  • Sistema de calendário ou lembretes
  • Tarefas de equipes

Alternativas

monday.com

4,6
#1 alternativa ao Daylite for Mac
O monday.com é a plataforma de trabalho mais fácil para gerenciar qualquer equipe e qualquer projeto: Sincronize,...

HarmonyPSA

4,5
#2 alternativa ao Daylite for Mac
O HarmonyPSA é compatível com todo o ciclo de vida do negócio, desde a geração de leads até a renovação de contratos....

Odoo

4,2
#3 alternativa ao Daylite for Mac
O Odoo é um pacote de aplicativos de negócios de código aberto personalizáveis e integrados. A maioria das necessidades...

Bitrix24

4
#4 alternativa ao Daylite for Mac
O Bitrix24 é uma plataforma gratuita de colaboração com código aberto e na nuvem, que oferece ferramentas de CRM,...

Avaliações

Classificação geral

4,6 /5
(327)
Relação qualidade/preço
4,4/5
Recursos
4,4/5
Praticidade
4,4/5
Suporte ao cliente
4,6/5

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Exibindo 5 avaliações de 327
Adrian C.
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

A fully featured and user productive CRM

Avaliado em 29/01/2020

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!

Vantagens

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.

Desvantagens

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

Avaliador Verificado
Classificação geral
  • Setor: Produção audivisual
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Improvement over time!

Avaliado em 30/01/2020

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.

Vantagens

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.

Desvantagens

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.

Alternativas consideradas

Insightly e Salesforce Sales Cloud

Razões para mudar para o 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.
Pj M.
Classificação geral
  • Setor: Serviços jurídicos
  • Porte da empresa: 11-50 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Daylite is Badly Designed

Avaliado em 05/12/2018

Terrible

Terrible

Vantagens

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

Desvantagens

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.

Resposta do 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!

Diense B.
Classificação geral
  • Setor: Imobiliárias
  • Porte da empresa: 1.001-5.000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Daylite Review

Avaliado em 17/03/2020

Absolutely love the product. Marketcircle continues to update and revise the software. Would love...

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.

Vantagens

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

Desvantagens

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

Alternativas consideradas

TOP PRODUCER e Referral Maker CRM

Razões para escolher o Daylite for Mac

Daylite seemed better suited for my business and seemed less difficult to use.

Software anterior

Act!

Razões para mudar para o Daylite for Mac

Daylite seemed a better fit for my business.

Resposta do 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!

Michael N.
Classificação geral
  • Setor: Consultoria de gestão
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best CRM for Mac Users

Avaliado em 14/02/2020

I run everything on Daylite. I couldn’t imagine life without it

I run everything on Daylite. I couldn’t imagine life without it

Vantagens

Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

Desvantagens

I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

Alternativas consideradas

Agile CRM e HubSpot CRM

Razões para mudar para o Daylite for Mac

Better for Mac. Liked the look and feel of it better.

Resposta do Marketcircle

Hi Michael,

It's fantastic to hear you can't imagine life without Daylite, what a compliment!

We're passing along your feedback about Windows and more sales and time tracking functionality for our team to review as well! Thank you for taking the time to share your feedback.

Exibindo 5 avaliações de 327 Leia todas as avaliações

Perguntas frequentes sobre o Daylite for Mac

Abaixo estão algumas perguntas frequentes sobre o Daylite for Mac.

O Daylite for Mac oferece os seguintes planos de pagamento:

  • A partir de: US$ 29,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

Os clientes habituais do Daylite for Mac são:

Profissional autônomo, 2-10, 11-50, 51-200

O Daylite for Mac está nos seguintes idiomas:

inglês

O Daylite for Mac é compatível com os seguintes dispositivos:

iPhone (celular), iPad (tablet)

O Daylite for Mac se integra com os seguintes aplicativos:

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

O Daylite for Mac oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Daylite for Mac.