Sobre 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.

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Canadá, Estados Unidos

Idiomas admitidos

inglés

Imágenes

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.
Ver 6 más
Vídeo de Daylite for Mac Vídeo de Daylite for Mac Vídeo de Daylite for Mac 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.

Funcionalidades

Funcionalidades totales de Daylite for Mac: 84

  • API
  • Acceso móvil
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Asistencia al cliente
  • Automatización de marketing
  • Automatización de procesos empresariales
  • Base de datos de contactos
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Categorías personalizables
  • Configuración de flujos de trabajo
  • Controles o permisos de acceso
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Cualificación de leads
  • Distribución de correo electrónico
  • Envío masivo
  • Estimaciones
  • Flujo de trabajo configurable
  • Gestión de bandeja de entrada
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de citas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de contratos o licencias
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de donantes
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de ideas
  • Gestión de listas
  • Gestión de membresías
  • Gestión de modelos
  • Gestión de oportunidades
  • Gestión de proyectos
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión de tareas
  • Gestión de voluntariado
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Impresión de etiquetas
  • Informes de ventas
  • Informes personalizables
  • Integraciones de terceros
  • Integración de chat interno
  • Integración de redes sociales
  • Invitaciones y recordatorios de correo electrónico
  • Lista de tareas (to-do list)
  • Marketing por correo electrónico
  • Modelos personalizables
  • Métodos tradicionales
  • Métricas de rendimiento
  • Notificaciones en tiempo real
  • Para organizaciones sin ánimo de lucro
  • Personalización
  • Planificación y programación de proyectos
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Previsión de ventas
  • Priorización
  • Programación
  • Programación de tareas
  • Proyecciones
  • Recordatorios
  • Segmentación
  • Segmentación de clientes
  • Seguimiento de actividades
  • Seguimiento de creación de informes y proyectos
  • Seguimiento de hitos
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sistema de calendarios o recordatorios
  • Tareas del equipo
  • Tareas recurrentes
  • Uso compartido de archivos

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Opiniones

Calificación general

4,6 /5
(325)
Relación calidad-precio
4,4/5
Funcionalidades
4,4/5
Facilidad de uso
4,4/5
Asistencia al cliente
4,6/5

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Mostrando 5 opiniones de 325
Adrian C.
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A fully featured and user productive CRM

Revisado el 29/1/2020

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!

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

Usuario verificado
Calificación general
  • Sector: Producción audiovisual
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Improvement over time!

Revisado el 30/1/2020

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.

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.

Pj M.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Daylite is Badly Designed

Revisado el 5/12/2018

Terrible

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.

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!

Usuario verificado
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Addictive.... and hard to stop

Revisado el 28/2/2021

Puntos a favor

I am the [SENSITIVE CONTENT HIDDEN] of a small law firm. I started using Daylite, and its accompanying program, Billings, when I was the only person tracking and billing time. Then, when I had my first associate, Billings had a way to have second users enter time without complete access to the entire system. Unfortunately, Marketcircle has done away with the tiered access for Billings, and there are very few other programs that easily integrate with Daylite to bill time. I LOVE Daylite for CRM; with a few hours consulting with [SENSITIVE CONTENT HIDDEN] from Blue Rock, it has made my practice very efficient.

Puntos en contra

Unfortunately because of the lack of accounting integrations (the iOsExpert team is surly and difficult to connect with, as they are in Germany), I will probably transition to another program within the next 1-2 years that is more customized for law practices specifically.

Diense B.
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 1001-5000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Daylite Review

Revisado el 17/3/2020

Absolutely love the product. Marketcircle continues to update and revise the software. Would love...

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.

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!

Mostrando 5 opiniones de 325 Todas las opiniones

Preguntas frecuentes sobre Daylite for Mac

He aquí algunas preguntas frecuentes sobre 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

No tenemos información sobre las características de Daylite for Mac

Los clientes habituales de Daylite for Mac son:

Trabajador autónomo, 2-10, 11-50, 51-200

Daylite for Mac admite los siguientes idiomas:

inglés

Daylite for Mac admite los siguientes dispositivos:

iPhone (móvil), iPad (móvil)

Daylite for Mac se integra con las siguientes aplicaciones:

Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier

Daylite for Mac ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Daylite for Mac.