Wie gebruikt Daylite for Mac?

Voor MAC-gebaseerde kleine bedrijven die projecten en taken beheren in een team.

Wat is Daylite for Mac?

EXCLUSIEF voor Mac, iPhone en iPad. Win meer zaken en krijg meer gedaan met Daylite. Kom je vervolgafspraken na. Rangschik leads en klanten in gerichte lijsten. Organiseer alle variabele delen van projecten en stroomlijn processen zodat er niets over het hoofd wordt gezien. Integreer met Apple Mail. Synchroniseer je Apple-contacten en Kalender. Werk offline. Bouw klantrelaties op, voer plannen uit en schaal je bedrijf op. Je klanten zullen denken dat je superkrachten bezit, en dat is ook zo!

Daylite for Mac - Details

Marketcircle

http://www.marketcircle.com

Opgericht in 1999

Daylite for Mac - Prijsoverzicht

Daylite for Mac heeft een gratis versie en biedt een gratis proefperiode. Daylite for Mac betaalde versie vanaf US$ 29,00/maand.

Daylite for Mac-video
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Beginprijs

US$ 29,00/maand
Zie de prijsinformatie

Gratis versie

Ja

Implementatie

Geïnstalleerd - Mac

Cloud, SaaS, Web

Mobiel - iOS native

Training

Live online

Webinars

Documentatie

Ondersteuning

Kantooruren

Online

Functies van Daylite for Mac

  • Afstemming van klanten en vastgoed
  • Campagnebehee
  • Contactenbeheer
  • E-mailmarketing
  • Interactie bijhouden
  • Leads beheren
  • Referenties bijhouden
  • Segmentering
  • Waarschuwingen voor vastgoed

Bekijk de volledige lijst van CRM-software voor makelaars

  • Documenten opslaan
  • E-mailmarketing
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Leads genereren
  • Leadscoring
  • Mobiele toegang
  • Offertes en voorstellen
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer

Bekijk de volledige lijst van CRM-systemen

  • Documenten opslaan
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Kalender-/herinneringssysteem
  • Leadscoring
  • Live chatten
  • Offertes en voorstellen
  • Prognose
  • Scannen van vistekaartjes/-badges
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer

Bekijk de volledige lijst van CRM-systemen voor MKB

  • Bestemmingspagina's en webformulieren
  • Callcenterbeheer
  • Campagnebehee
  • Contactenbeheer
  • Documentbeheer
  • E-mailmarketing
  • Enquêtebeheer
  • Interactie bijhouden
  • Klantenondersteuning
  • Leads beheren
  • Leadscoring
  • Lijstbeheer
  • Marketingautomatisering
  • Offertes en voorstellen
  • Productcatalogus
  • Projectbeheer
  • Referenties bijhouden
  • Territoriumbeheer

Bekijk de volledige lijst van CRM-systemen voor Mac

  • Accountwaarschuwingen
  • Assetbeheer
  • Huishouduitgaven bijhouden
  • Invloed bijhouden
  • Leads beheren
  • Marketingmanagement
  • Onkosten bijhouden
  • Relaties bijhouden
  • Teamopdrachten
  • Territoriumbeheer

Bekijk de volledige lijst van CRM-systemen voor banken en verzekeraars

  • Beheer van fondsenwerving
  • Commissiebeheer
  • Contactenbeheer
  • Donorenbeheer
  • E-mailmarketing
  • Evenementenbeheer
  • Integratie van sociale media
  • Lidmaatschapsbeheer
  • Subsidiebeheer
  • Vrijwilligersbeheer

Bekijk de volledige lijst van CRM-systemen voor non-profitorganisaties

  • Afdrukbeheer
  • Batchcommunicatie
  • Chatten / messaging
  • Communicatie via meerdere kanalen
  • Contentbeheer
  • E-maildistributie
  • Interactieve inhoud
  • On-demand communicatie
  • Personalisatie
  • Sjabloonbeheer
  • Video-inhoud

Bekijk de volledige lijst van Customer communication management software

  • Aanpasbare sjablonen
  • Agile-methodiek
  • Budgetbeheer
  • Gantt-grafieken
  • Ideeënbeheer
  • Kanban-bord
  • Klantenportal
  • Kosten van voltooiing bijhouden
  • Mijlpalen bijhouden
  • Portefeuillebeheer
  • Resourcebeheer
  • Samenwerkingstools
  • Tijd en onkosten bijhouden
  • Traditionele methodologieën

Bekijk de volledige lijst van Project management tools

  • Beheer van terugkerende taken
  • Gamification
  • Gantt-/tijdlijnweergave
  • Mobiele toegang
  • Percentage-voltooid bijhouden
  • Rapportage en analyse
  • Samenwerkingstools
  • Spreadsheetweergave
  • Subtaken maken
  • Takenbordweergave
  • Takenlijstweergave
  • Tijd bijhouden

Bekijk de volledige lijst van Taakmanagement software

  • Aanpasbaar dashboard
  • Automatisering van bedrijfsprocessen
  • Compliance bijhouden
  • Documentbeheer
  • Formulierbeheer
  • Grafische workfloweditor
  • Integraties van derden
  • Kalenderbeheer
  • Mobiele toegang
  • No-code
  • Taakbeheer
  • Toegangsopties/machtigingen
  • Workflowconfiguratie

Bekijk de volledige lijst van Workflow management systemen

Daylite for Mac alternatieven

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Reviews van Daylite for Mac

Read all reviews

Overall rating

4,6/5

Average score

Gebruiksgemak 4,4
Klantenservice 4,6
Functies 4,5
Waar voor je geld 4,4

Review software

Share your experiences with other software buyers.

Schrijf een review!
Adrian C.
Founder
Financiële dienstverlening, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 29-1-2020

"A fully featured and user productive CRM"

Opmerkingen: 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!

Pluspunten: 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.

Minpunten: 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

  • Bron van de reviewer 
  • Beoordeeld op 29-1-2020
Geverifieerde reviewer
Owner
Mediaproductie, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    4 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    4 /5
  • Waar voor je geld
    4 /5
  • Waarschijnlijkheid van aanbeveling
    7/10
  • Bron van de reviewer 
  • Beoordeeld op 30-1-2020

"Improvement over time!"

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 30-1-2020
Pj M.
Graphic Designer
Juridische dienstverlening, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    2 /5
  • Gebruiksgemak
    2 /5
  • Functies en functionaliteit
    2 /5
  • Klantenondersteuning
    4 /5
  • Waar voor je geld
    1 /5
  • Waarschijnlijkheid van aanbeveling
    2/10
  • Bron van de reviewer 
  • Beoordeeld op 5-12-2018

"Daylite is Badly Designed"

Opmerkingen: Terrible

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

Minpunten: 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.

Antwoord van de leverancier

van Marketcircle op 6-12-2018

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!

  • Bron van de reviewer 
  • Beoordeeld op 5-12-2018
Diense B.
Realtor
Vastgoed, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    4 /5
  • Functies en functionaliteit
    4 /5
  • Klantenondersteuning
    4 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 17-3-2020

"Daylite Review"

Opmerkingen: 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.

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

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

Antwoord van de leverancier

van Marketcircle op 11-6-2020

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!

  • Bron van de reviewer 
  • Beoordeeld op 17-3-2020
Michael N.
Director
Managementconsulting, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5 /5
  • Gebruiksgemak
    5 /5
  • Functies en functionaliteit
    5 /5
  • Klantenondersteuning
    5 /5
  • Waar voor je geld
    5 /5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 14-2-2020

"Best CRM for Mac Users"

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

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

Minpunten: 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.

Antwoord van de leverancier

van Marketcircle op 11-6-2020

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.

  • Bron van de reviewer 
  • Beoordeeld op 14-2-2020