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$ 39,99/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

Austrália, Canadá, Alemanha, França, Reino Unido, Irlanda, Japão, Países Baixos, Nova Zelândia, Singapura, Estados Unidos, África do Sul

Idiomas

inglês

Preços a partir de:

US$ 39,99/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: 72

  • 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
  • Banco de dados do cliente
  • 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
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gestão de associação
  • Gestão de calendários
  • Gestão de campanhas
  • Gestão de clientes
  • 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 dispositivos Mac
  • Para dispositivos iPad
  • Para instituições financeiras
  • 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

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Salesforce Sales Cloud

4,4
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HubSpot CRM

4,5
#2 alternativa ao Daylite for Mac
Economize tempo valioso de vendas com o HubSpot CRM que cuida de todos os pequenos detalhes de gravação de chamadas,...

Referral Maker CRM

4,3
#3 alternativa ao Daylite for Mac
Referral Maker CRM is a cloud-based software designed to help sales agents and real estate businesses manage leads,...

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Avaliações

Classificação geral

4,6 /5
(338)
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 338
Adrian C.
Classificação geral
  • Industry: Serviços financeiros
  • Company size: 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

Breanne G.
Classificação geral
  • Industry: Imobiliárias
  • Company size: 2-10 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

Game changer for small business

Avaliado em 21/11/2021

Vantagens

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.

Desvantagens

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.

Resposta do 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!

Pj M.
Classificação geral
  • Industry: Serviços jurídicos
  • Company size: 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]e.com. Thank you for helping us continue to constantly improve Daylite!

Victor M.
Classificação geral
  • Industry: Escritório de advocacia
  • Company size: 2-10 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

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

Avaliado em 28/09/2021

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).

Vantagens

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.

Desvantagens

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.

Resposta do Marketcircle

Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support!

Avaliador Verificado
Classificação geral
  • Industry: Produção audivisual
  • Company size: 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

Salesforce Sales Cloud e Insightly

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.
Exibindo 5 avaliações de 338 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$ 39,99/mês
  • Pricing model: Versão gratuita, Assinatura
  • Free Trial: Disponível

Daylite is available as a monthly or annual subscription. Pricing varies depends on regions, for more info about Daylite pricing, visit https://www.marketcircle.com/pricing/ Includes free 30-day trial with unlimited features.

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.