Daylite for Mac

Sistema CRM y gestión de proyectos para pequeñas empresas que usan Mac.

4,6 /5 (322 opiniones) ¡Escribe una reseña!

Información general sobre Daylite for Mac

¿Qué es Daylite for Mac?

Exclusivamente para iPhone, iPad y Mac. Daylite es una aplicación de gestión de proyectos y CRM para pequeñas empresas que usan Mac y necesitan supervisar clientes potenciales, clientes, proyectos y tareas en un solo lugar.

Daylite ayuda a recordarte cuándo hacer un seguimiento con clientes potenciales y clientes existentes, supervisar la comunicación con ellos y segmentarlos, así como a organizar todos los procesos y pasos en ofertas y proyectos y gestionar las tareas, reuniones y notas del equipo; todo en un solo lugar.

Daylite se integra con Apple Mail para que puedas vincular todos los correos electrónicos a clientes y proyectos, configurar recordatorios de seguimiento y programar reuniones; todo desde la bandeja de entrada. Daylite también se sincroniza con los contactos y el calendario de Apple.

Información general sobre Daylite for Mac

Precio

A partir de
29,00 US$/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Daylite for Mac

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia, Alemania
Idiomas admitidos
Alemán, Español, Francés, Inglés, Neerlandés

Medios

Remember every detail and interaction with your clients
Organize your clients, deals, and projects all in one place.
Close more deals with custom pipelines and follow-up reminders
Manage projects with your team. Know what's been done and what needs to be done next.
Stay on top of clients, deals, and projects on the go.
Captura de pantalla de Daylite for Mac: Remember every detail and interaction with your clients Captura de pantalla de Daylite for Mac: Organize your clients, deals, and projects all in one place. Captura de pantalla de Daylite for Mac: Close more deals with custom pipelines and follow-up reminders Captura de pantalla de Daylite for Mac: Manage projects with your team. Know what's been done and what needs to be done next. Captura de pantalla de Daylite for Mac: Stay on top of clients, deals, and projects on the go.

Opiniones de Daylite for Mac

Opiniones de Daylite for Mac

Calificación general
4,6
/
5
Excelente
220

Muy bien
79

Normal
15

Pobre
6

Malo
2

Relación calidad-precio
4,4
Funciones
4,4
Facilidad de uso
4,4
Asistencia al cliente
4,6
93% de los usuarios recomienda esta aplicación
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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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.


Traducir con Google
Pj M.

Daylite is Badly Designed

Terrible


Traducir con Google
David K.

Over 15 years using this, and I LOVE IT!

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!


Traducir con Google
Usuario 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.


Traducir con Google
Adrian C.
Sector: Servicios financieros
Tamaño de la empresa: Trabajador autónomo
Traducir a español
Traducir a español

A fully featured and user productive CRM

Software usado A diario durante Más de dos años
Revisado el 29/1/2020
Fuente de la reseña: 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!

Puntos a favor

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.

Puntos en contra

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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Diense B.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 1001-5000 empleados
Traducir a español
Traducir a español

Daylite Review

Software usado A diario durante Más de dos años
Revisado el 17/3/2020
Fuente de la reseña: 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.

Puntos a favor

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

Puntos en contra

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

Traducir a español

Respuesta de 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!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Pj M.
Sector: Servicios jurídicos
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

Daylite is Badly Designed

Software usado Semanalmente durante Más de un año
Revisado el 5/12/2018
Fuente de la reseña: Capterra

Terrible

Puntos a favor

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

Puntos en contra

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.

Traducir a español

Respuesta de 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: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 2.0/10

David K.
Sector: Propiedad inmobiliaria
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Over 15 years using this, and I LOVE IT!

Software usado A diario durante Más de dos años
Revisado el 15/10/2020
Fuente de la reseña: Capterra

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!

Puntos a favor

GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.

Puntos en contra

I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Usuario verificado
Sector: Producción audiovisual
Tamaño de la empresa: Trabajador autónomo
Traducir a español
Traducir a español

Improvement over time!

Software usado A diario durante Más de dos años
Revisado el 30/1/2020
Fuente de la reseña: 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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Recomendación de usuario
8,8/10
Basado en 322 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Daylite for Mac

Precios de Daylite for Mac

A partir de
29,00 US$/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4,4/5
Basado en 322 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Daylite for Mac

Funciones de Daylite for Mac

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4,4/5
Basado en 322 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Daylite for Mac

Preguntas frecuentes sobre Daylite for Mac

He aquí algunas preguntas frecuentes sobre Daylite for Mac.

P. ¿Qué tipo de planes de precios ofrece Daylite for Mac?

Daylite for Mac ofrece los siguientes planes de precios:

A partir de: 29,00 US$/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Daylite for Mac?

No tenemos información sobre las características de Daylite for Mac

P. ¿Quiénes son los usuarios habituales de Daylite for Mac?

Los clientes habituales de Daylite for Mac son:

Empresas pequeñas, Sin ánimo de lucro, Trabajadores autónomos

P. ¿Qué idiomas admite Daylite for Mac?

Daylite for Mac admite los siguientes idiomas:

Alemán, Español, Francés, Inglés, Neerlandés

P. ¿Daylite for Mac es compatible con dispositivos móviles?

Daylite for Mac admite los siguientes dispositivos:

iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Daylite for Mac?

Daylite for Mac se integra con las siguientes aplicaciones:

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

P. ¿Qué tipo de asistencia ofrece Daylite for Mac?

Daylite for Mac ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Tutoriales en vídeo