Über Daylite for Mac

EXKLUSIV für Apple-Geräte. Ist dein Team E-Mails und Tabellen entwachsen? Beginne, mehr Geschäfte zu machen und mit Daylite mehr zu erledigen. Daylite ist die einzige Mac-CRM und Projektmanagement-App, die direkt in Apple Mail integriert ist. Organisiere und teile alle deine Kunden, Verkäufe, Projekte und E-Mails, damit dein Team effektiver arbeitet. Daylite rationalisiert deine Kundenkommunikation, Projekt-Workflows und Teampläne, sodass jeder weiß, was wann vor sich geht. Außerdem kannst du offline arbeiten, da Daylite deine Daten direkt auf deinem Mac, iPhone und iPad speichert.

Preisoptionen ab:

29,00 $/Monat

  • Gratis Testen
  • Abonnement

Geräte

Unternehmensgröße

K M G

Märkte

Kanada, Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

29,00 $/Monat

  • Gratis Testen
  • Abonnement

Bilder

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

Funktionen

Gesamtzahl der Funktionen von Daylite for Mac: 84

  • API
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Kategorien
  • Anpassbare Vorlagen
  • Aufgabenliste
  • Aufgabenmanagement
  • Aufgabenplanung
  • Automatisierung von Geschäftsprozessen
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Berichterstattung/Projektverfolgung
  • Beziehungs-Nachverfolgung
  • CRM
  • Chancenmanagement
  • Content-Management
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Verteilung
  • E-Mail-Vorlagen
  • Echtzeit-Benachrichtigungen
  • Email-Einladungen und Erinnerungen
  • Erinnerungen
  • Etikettendruck
  • Filesharing
  • Formularverwaltung
  • Freiwilligen-Management
  • Ideenmanagement
  • Inbox-Management
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Konfigurierbarer Workflow
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Kundenbetreuung
  • Kundensegmentierung
  • Lead-Qualifizierung
  • Leadmanagement
  • Leistungskennzahlen
  • Listen-Management
  • Marketing-Automatisierung
  • Massenversand
  • Meilensteinverfolgung
  • Mitgliedschaft-Management
  • Mobiler Zugriff
  • Personalisierung
  • Pipeline-Management
  • Priorisierung
  • Prognose
  • Prognosen
  • Projektmanagement
  • Projektplanung/Terminierung
  • Ressourcenmanagement
  • Sales-Pipeline-Management
  • Schätzung
  • Segmentierung
  • Social-Media-Integration
  • Spender-Management
  • Suchen / filtern
  • Team-Aufgaben
  • Terminplanung
  • Terminverwaltung
  • Traditionelle Methodiken
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Verkaufsprognose
  • Vertrags-/Lizenz-Management
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Wiederkehrende Aufgaben
  • Workflow-Konfiguration
  • Workflow-Management
  • Zugriffskontrollen/Berechtigungen
  • Zugriffsquellen-Verfolgung
  • für gemeinnützige Organisationen

Alternativen

monday.com

4,6
Alternative Nr. 1 zu Daylite for Mac
Monday.com ist ein vielseitiges Projektmanagement- und Zusammenarbeits-Tool, das Dir dabei hilft, alles Mögliche zu...

HarmonyPSA

4,5
Alternative Nr. 2 zu Daylite for Mac
HarmonyPSA unterstützt den gesamten Business-Lebenszyklus, von der Lead-Generierung zur Vertragsverlängerung. Speziell...

Zoho CRM

4,2
Alternative Nr. 3 zu Daylite for Mac
Zoho CRM ist eine web-basierte CRM-Anwendung, die Benutzern eine 360-Grad-Übersicht über Vertrieb, Marketing, Inventar,...

Bitrix24

4
Alternative Nr. 4 zu Daylite for Mac
Bitrix24 ist eine kostenlose Cloud- und Open-Source-Kollaboration-Plattform, die Tools für CRM, Aufgabenstellung sowie...

Nutzerbewertungen

Gesamtbewertung

4,6 /5
(325)
Preis-Leistungs-Verhältnis
4,4/5
Funktionen
4,4/5
Bedienkomfort
4,4/5
Kundenbetreuung
4,6/5

Hast du Daylite for Mac bereits?

Andere Softwarekäufer*innen brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Eine Bewertung schreiben
5 von 325 Bewertungen angezeigt
Adrian C.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

A fully featured and user productive CRM

Bewertet am 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!

Vorteile

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.

Nachteile

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

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Medienproduktion
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Improvement over time!

Bewertet am 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.

Vorteile

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.

Nachteile

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.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Addictive.... and hard to stop

Bewertet am 28.2.2021

Vorteile

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.

Nachteile

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.

Pj M.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 11-50 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 2.0 /10

Daylite is Badly Designed

Bewertet am 5.12.2018

Terrible

Terrible

Vorteile

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

Nachteile

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.

Antwort von 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: [email protected] Thank you for helping us continue to constantly improve Daylite!

Diense B.
Gesamtbewertung
  • Branche: Immobilien
  • Untern. Größe: 1.001-5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Daylite Review

Bewertet am 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.

Vorteile

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

Nachteile

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

Antwort von 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!

5 von 325 Bewertungen angezeigt Alle Bewertungen

Daylite for Mac Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Daylite for Mac.

Daylite for Mac bietet folgende Kostenpläne an:

  • Beginnt ab: 29,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Wir haben keine Informationen über die Funktionen von Daylite for Mac

Daylite for Mac hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200

Daylite for Mac unterstützt die folgenden Sprachen:

Englisch

Daylite for Mac unterstützt die folgenden Geräte:

iPhone (mobil), iPad (mobil)

Daylite for Mac kann in folgende Anwendungen integriert werden:

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

Daylite for Mac bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Chat

Ähnliche Kategorien

Sieh alle für Daylite for Mac gefundenen Softwarekategorien an.