Daylite for Mac

Mac CRM & Project Management for small business

4,6 /5 (320 avaliações) Escreva uma avaliação!

Resumo do Daylite for Mac

O que é o Daylite for Mac?

EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a small business Mac CRM & Project management app ideal for small businesses that need to track leads, clients, projects, and tasks in one place.

Daylite helps you remember when to follow up with leads & clients, track communication with leads & clients, segment leads & customers, organize all the moving pieces and steps in deals and projects along with all your team's tasks, meetings, and notes – all in one place.

Daylite integrates with Apple Mail so you can tie all your emails to clients and projects, set follow up reminders and schedule meetings all from your inbox. Daylite also syncs with your Apple Contacts & Apple Calendar.

Resumo do Daylite for Mac

Preços

A partir de
US$ 29,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access


Recursos do Daylite for Mac

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, Alemanha
Idiomas
Holandês, Inglês, Francês, Alemão, Espanhol

Mídias

Remember everything about clients.
Keep track of next steps for clients & projects.
Share & delegate tasks as a team.
Integrate with Apple Mail, Apple Contacts & Apple Calendar.
Work offline.
Captura de tela do Daylite for Mac: Remember everything about clients.
Keep track of next steps for clients & projects.
Share & delegate tasks as a team.
Integrate with Apple Mail, Apple Contacts & Apple Calendar.
Work offline. Captura de tela do Daylite for Mac: Captura de tela do Daylite for Mac: Captura de tela do Daylite for Mac: Captura de tela do Daylite for Mac: Captura de tela do Daylite for Mac: Captura de tela do Daylite for Mac:

Daylite for Mac - Avaliações

Daylite for Mac - Avaliações

Classificação geral
4,6
/
5
Excelente
219

Muito bom
79

Regular
14

Ruim
6

Péssimo
2

Relação qualidade/preço
4,4
Recursos
4,5
Praticidade
4,4
Suporte ao cliente
4,6
93% dos usuários recomendam este app
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!


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Avaliador Verificado

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.


Traduzir com Google
Michael G.

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.


Traduzir com Google
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.


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Michael N.

Best CRM for Mac Users

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


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Adrian C.
Setor: Serviços financeiros
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

A fully featured and user productive CRM

Usado Diariamente durante Mais de dois anos
Avaliado em 29/01/2020
Fonte da avaliação: 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!

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Produção audivisual
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Improvement over time!

Usado Diariamente durante Mais de dois anos
Avaliado em 30/01/2020
Fonte da avaliação: 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.

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Michael G.
Setor: Construção
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Still waiting for Daylite to catch up

Usado Diariamente durante Mais de dois anos
Avaliado em 30/01/2020
Fonte da avaliação: Capterra

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.

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 2.0/10

Diense B.
Setor: Imobiliárias
Porte da empresa: 1.001-5.000 funcionários
Traduzido para o Português
Traduzido para o Português

Daylite Review

Usado Diariamente durante Mais de dois anos
Avaliado em 17/03/2020
Fonte da avaliação: 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.

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.

Traduzido para o Português

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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Michael N.
Setor: Consultoria de gestão
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Best CRM for Mac Users

Usado Diariamente durante Mais de dois anos
Avaliado em 14/02/2020
Fonte da avaliação: Capterra

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.

Traduzido para o Português

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,8/10
Baseado em 320 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Daylite for Mac

Preço do Daylite for Mac

A partir de
US$ 29,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access

$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access

Relação qualidade/preço
4,4/5
Baseado em 320 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Daylite for Mac

Recursos do Daylite for Mac

API
Acompanhamento de atividades
Banco de dados de contatos
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4,5/5
Baseado em 320 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre Daylite for Mac

Mais informações sobre Daylite for Mac

Principais recursos do Daylite for Mac

  • Access info on iPhone & iPad
  • Delegate tasks to employees & get notification when done.
  • Integrate with Apple Mail using the Daylite Mail Assistant
  • Link emails, calls, and notes to projects & clients.
  • Offline data - access info without an Internet connection.
  • Save time with email templates & mail blasts.
  • Schedule meetings & resources with Daylite's shared calendar
  • See tasks and appointments for each team with Team View.
  • Segment customers & leads with filtering & Smart Lists.
  • Store & action emails right from Apple Mail.
  • View interactive reports of customers, sales, and projects.
  • Visually track sales & projects with custom pipelines.

Vantagens

Interaction Tracking: View a history all emails, call notes, meeting notes, appointments, and next steps for each person and/or company.

Calendar & Reminders: Set reminders for follow-up tasks and appointments so Daylite reminds you when to follow-up.

List Management: Group contacts into custom lists for mailing lists or reach-out lists.

Apple Mail Integration: Tie emails to clients, leads, projects, and deals. Create follow-up reminders. All this is done without leaving your inbox.

Project & Lead Tracking: Track the stage of each deal and project with customizable pipelines. Set up custom checklists for each stage so everyone follows the right steps and knows what needs to be done next.

Offline Access: Use Daylite with or without an Internet connection.

Perguntas frequentes sobre o Daylite for Mac

Perguntas frequentes sobre o Daylite for Mac

Abaixo estão algumas perguntas frequentes sobre o Daylite for Mac.

P: Que tipo de planos o Daylite for Mac oferece?

O Daylite for Mac oferece os seguintes planos de pagamento:

A partir de: US$ 29,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

$24 per month per user billed annually. $29 per user per month billed monthly. Includes free 30-day trial with unlimited features. Plan includes Daylite for Mac, iPhone app, iPad app, and all features: - Interaction Tracking - Apple Mail Integration - Apple Contact & Calendar Integration - Custom Lists - Lead & Pipeline Management - Task Management - Calendar & Reminders - Files & Documents - Offline Access

P: Quais são os principais recursos do Daylite for Mac?

O Daylite for Mac oferece os seguintes recursos:

  • Access info on iPhone & iPad
  • Delegate tasks to employees & get notification when done.
  • Integrate with Apple Mail using the Daylite Mail Assistant
  • Link emails, calls, and notes to projects & clients.
  • Offline data - access info without an Internet connection.
  • Save time with email templates & mail blasts.
  • Schedule meetings & resources with Daylite's shared calendar
  • See tasks and appointments for each team with Team View.
  • Segment customers & leads with filtering & Smart Lists.
  • Store & action emails right from Apple Mail.
  • View interactive reports of customers, sales, and projects.
  • Visually track sales & projects with custom pipelines.

P: Quem costuma usar o Daylite for Mac?

Os clientes habituais do Daylite for Mac são:

Pequenas empresas, Sem fins lucrativos, Autônomos

P: Em que idioma o Daylite for Mac está?

O Daylite for Mac está nos seguintes idiomas:

Holandês, Inglês, Francês, Alemão, Espanhol

P: Que tipo de planos o Daylite for Mac oferece?

O Daylite for Mac tem os seguintes planos de preços:

Assinatura

P: O Daylite for Mac é compatível com disponíveis móveis?

O Daylite for Mac é compatível com os seguintes dispositivos:

iPhone, iPad

P: O Daylite for Mac se integra com quais outros aplicativos?

O Daylite for Mac se integra com os seguintes aplicativos:

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

P: Que nível de suporte o Daylite for Mac oferece?

O Daylite for Mac oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo