Daylite for Mac

Qui utilise Daylite for Mac ?

Pour les petites entreprises BASÉES SUR MAC qui ont besoin de gérer des projets et des tâches en équipe.

Description de Daylite for Mac

EXCLUSIVEMENT pour Mac, iPhone et iPad. Daylite est un CRM et gestionnaire de productivité pour petite entreprise. Établissez de meilleures relations avec vos clients et augmentez l'efficacité de votre équipe. Partagez les informations avec votre équipe en visionnant tous vos e-mails, notes, appels, rendez-vous et plus encore en un seul endroit. Daylite s'intègre à Apple Mail mieux que tout autre CRM. Stockez vos e-mails et planifiez vos tâches directement dans Apple Mail. Gérez vos contacts n'importe où sur votre Mac, votre iPhone ou votre iPad, même sans connexion Internet.

Informations sur Daylite for Mac

Marketcircle

http://www.marketcircle.com

Fondé en 1999

Ressources d'aide

  • Support en horaire de bureau
  • En ligne

Déploiement

  • Installation (Mac)
  • Cloud, SaaS, web
  • Mobile (iOS natif)

Formation

  • Formation en ligne en direct
  • Webinaires
  • Documentation
Vidéo de Daylite for Mac
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Présentation des tarifs de Daylite for Mac

Daylite for Mac est disponible en version gratuite et propose un essai gratuit. La version payante de Daylite for Mac est disponible à partir de 29,00 $US/mois.


À partir de

29,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Daylite for Mac - Fonctionnalités

  • Chat et messagerie
  • Communication multicanal
  • Communications par lot
  • Communications à la demande
  • Contenu interactif
  • Contenu vidéo
  • Distribution d'e-mails
  • Gestion de contenu
  • Gestion des impressions
  • Gestion des modèles
  • Personnalisation

Logiciels CCM (Customer Communications Management) : afficher la liste complète

  • Alertes sur les biens
  • Gestion des campagnes
  • Gestion des contacts
  • Gestion des leads
  • Mise en correspondance des clients et des biens
  • Segmentation
  • Suivi des interactions
  • Suivi des références
  • e-mail marketing

Logiciels CRM immobilier : afficher la liste complète

  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Génération de leads
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing

Logiciels de CRM : afficher la liste complète

  • Automatisation du marketing
  • Catalogue de produits
  • Devis et offres
  • Gestion de projets
  • Gestion des campagnes
  • Gestion des centres d'appel
  • Gestion des contacts
  • Gestion des documents
  • Gestion des enquêtes
  • Gestion des leads
  • Gestion des listes
  • Gestion du territoire
  • Lead scoring
  • Pages de renvoi et formulaires Web
  • Suivi des interactions
  • Suivi des références
  • Support client
  • e-mail marketing

Logiciels de CRM pour Mac : afficher la liste complète

  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du marketing automation
  • Lead scoring
  • Lecture de cartes de visite et de badges
  • Messagerie instantanée
  • Prévision
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel

Logiciels de CRM pour PME : afficher la liste complète

  • Affectations d'équipe
  • Alertes de compte
  • Gestion des leads
  • Gestion des ressources
  • Gestion du marketing
  • Gestion du territoire
  • Suivi de l'influence
  • Suivi des frais
  • Suivi des ménages
  • Suivi des relations

Logiciels de CRM pour le secteur financier : afficher la liste complète

  • Diagrammes de Gantt
  • Gestion des idées
  • Gestion des portefeuilles
  • Gestion des ressources
  • Gestion du budget
  • Modèles personnalisables
  • Méthodes Agile
  • Méthodes classiques
  • Outils de collaboration
  • Portail client
  • Suivi des étapes
  • Suivi du temps et des dépenses
  • Suivi progression/coût
  • Tableau kanban

Logiciels de gestion de projets : afficher la liste complète

Daylite for Mac - Logiciels similaires

Plus d'alternatives à Daylite for Mac

Avis sur Daylite for Mac

Afficher 5 avis sur 320

Note globale
4,6/5
Facilité d'utilisation
4,4/5
Service client
4,6/5
Fonctionnalités
4,5/5
Rapport qualité-prix
4,4/5
Adrian C.
Founder
Services financiers, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 29/01/2020

"A fully featured and user productive CRM"

Commentaires: 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!

Avantages: 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.

Inconvénients: 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

  • Provenance de l'utilisateur 
  • Publié le 29/01/2020
Diense B.
Realtor
Immobilier, 1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 17/03/2020

"Daylite Review"

Commentaires: 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.

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

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

Réponse de l'éditeur

envoyé par Marketcircle le 11/06/2020

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!

  • Provenance de l'utilisateur 
  • Publié le 17/03/2020
Pj M.
Graphic Designer
Services juridiques, 11-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    2/5
  • Facilité d'utilisation
    2/5
  • Fonctionnalités
    2/5
  • Support client
    4/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    2/10
  • Provenance de l'utilisateur 
  • Publié le 05/12/2018

"Daylite is Badly Designed"

Commentaires: Terrible

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

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Marketcircle le 06/12/2018

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!

  • Provenance de l'utilisateur 
  • Publié le 05/12/2018
Brian J.
Owner
Conseil en gestion, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 31/01/2020

"Helps me to Get Things Done"

Commentaires: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Avantages: It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Inconvénients: It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

  • Provenance de l'utilisateur 
  • Publié le 31/01/2020
Utilisateur vérifié
Owner
Production audiovisuelle, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    7/10
  • Provenance de l'utilisateur 
  • Publié le 30/01/2020

"Improvement over time!"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 30/01/2020