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:

39,99 US$/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.

Consumidores típicos

  • Autônomos
  • Pequenas empresas (2-50)
  • Médias empresas (51-500)
  • Grandes empresas (500 ou mais)

Implantação

  • Baseado na nuvem
  • Instalação local

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:

39,99 US$/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: 75

  • 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 carteira
  • Gestão de clientes
  • Gestão de compromissos
  • 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 imobiliárias
  • Para instituições financeiras
  • Para o setor de seguro
  • Para pequenas empresas
  • Para startups
  • 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

Act!

3,7
#1 alternativa ao Daylite for Mac
Act! O Premium capacita pequenas e médias empresas a comercializar melhor, vender mais e fidelizar os clientes.

Things

4,9
#2 alternativa ao Daylite for Mac
Things by Cultured Code is a task management software designed to help iOS, Mac, and Apple Watch users handle structured...

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,...

Claris FileMaker

4,3
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Claris FileMaker is a custom application development platform that allows businesses to create unique applications that...

Avaliações

Classificação geral

4,6 /5
(346)
Relação qualidade/preço
4,4/5
Recursos
4,4/5
Praticidade
4,4/5
Suporte ao cliente
4,5/5

Já tem o Daylite for Mac?

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Exibindo 5 avaliações de 346
Adrian
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

Stephen
Classificação geral
  • Setor: Imprensa
  • Porte da empresa: 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 9.0 /10

Why we use Daylite as a media company

Avaliado em 06/10/2022

Daylite is just easy to use. We spend very little time during induction teaching people how to use...

Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite.

I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team.

Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.

Vantagens

The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important.

Being able to update the database on our iPhones and iPads lightens the physical load on our team

Desvantagens

If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.

Alternativas consideradas

monday.com e HubSpot CRM

Razões para mudar para o Daylite for Mac

Daylite was the most configurable and easiest to use

Resposta do Marketcircle

Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support!

Michael
Classificação geral
  • Setor: Construção
  • 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 2.0 /10

Still waiting for Daylite to catch up

Avaliado em 30/01/2020

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very...

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.

Johanna
Classificação geral
  • Setor: Consultoria de gestão
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Daylite vereinfacht die tägliche Organisation

Avaliado em 24/09/2022

Für unser Unternehmen ist es die perfekte CRM-Software.

Für unser Unternehmen ist es die perfekte CRM-Software.

Vantagens

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

Desvantagens

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

Alternativas consideradas

lexoffice e Salesforce Sales Cloud

Resposta do Marketcircle

Hello Johanna - Thank you for your review! Thank you for your ongoing support!

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.
Exibindo 5 avaliações de 346 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: 39,99 US$/mês
  • Modelo de preços: Versão gratuita, Assinatura
  • Avaliação gratuita: 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 14-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.