Daylite for Mac

Avantages

Ce logiciel permet d'avoir une rapidité efficace de gestion des projets et offre une meilleure qualité de ses services

Inconvénients

Le coût exorbitant de la connexion internet

Avantages

Ce logiciel me permet de gérer les ventes et une suivie efficace de mes projets

Inconvénients

Je n'ai pas connu une mauvaise expérience en utilisant ce logiciel

Avantages

Selon moi Daylite est le meilleur logiciel pour la gestion de son flux de travail . Bien. Qu'il a moins de fonctionnalités que notion et asana , il reste qu'à même très utile

Inconvénients

La disponibilité sur uniquement sur mac reste un problème majeur pour les utilisateurs de pc

Avantages

I loved the easy way it integrated with Apple Mail, and my iCal. Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing contacts automatically.

Inconvénients

nothing, everytime I look for a solution while I am setting up, there is one. Daylite does come up much in CRM searches which is odd. I asked ChatGTP for the best CRM for Apple integration and it put Daylite at its top recommendation.

Alternatives envisagées 

Pourquoi choisir Daylite for Mac 

Logiciel antérieur 

Pourquoi passer à Daylite for Mac

Avantages

Daylite is beautifully integrated into macOS, very easy to set up, very easy to use. A masterclass of focused app development n

Inconvénients

Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app.

Alternatives envisagées 

Pourquoi choisir Daylite for Mac 

Logiciel antérieur 

Pourquoi passer à Daylite for Mac

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.

Avantages

I enjoy the project management and CRM functionality in a single platform. I love how it allows me to track both client relationships and project tasks seamlessly.

Inconvénients

It feels a bit overwhelming for new users, especially when setting up the system and figuring out all the advanced features.

Avantages

The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important.

Being able to update the database on our iPhones and iPads lightens the physical load on our team

Inconvénients

If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.

Alternatives envisagées 

Pourquoi passer à Daylite for Mac

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

Avantages

I like that daylite for mac helps our business get more leads for potential customers. Posting contents to our social media accounts have never been easier. The crm has lots of features and is very user friendly. The customer service is also really helpful

Inconvénients

I hate that the app only works when connected to the internet. Otherwise, the database won't load. There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i failed to retrieve it. I wish the database would have an offline version.

Avantages

Easy to install and use. Good integration with other tools (i.e. accounting) and mobile availability.

Inconvénients

For a small company it seems to be much more than we just need to have. So many of the available features could not have been used.

Avantages

Pretty intuitive with a short learning curve

Inconvénients

Terminology is different to ours so we changed

Avantages

Everything worked flawless, the app is fluid and has a beautiful UI. Easy to setup and use. Support is great and is there for you.

Inconvénients

Unfortunately, is available only for Apple ecosystem.

Avantages

Offline sync, native app experience, powerful CRM, sales pipeline and project management features

Inconvénients

No integration with Microsoft 365 is a massive pain point as 95% of my clients and stakeholders use it and it's not possible to sync 365 calendars or contacts with Daylite. Some parts of User Interface (UI) feel outdated. The merge / document assembly and estimates engine are really dated and not very user friendly to configure. Also - not all external calendar invites 'are not compatible with daylite'. Lastly - Marketcircle does not share its development roadmap so it feels like users are left in the dark.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir Daylite for Mac 

Pourquoi passer à Daylite for Mac

Avantages

Daylite is robust but not overly complicated. The customization aspect is excellent. Our team loves using it for a myriad of reasons including - customization of reports, the plugins from IOSxpert - they are fantastic(!), the mobile version on iphone is completely wired in an user friendly, the new team-view features are superb as we are all able to help deliver on tasks and projects when it counts, the user interface is very clean and organized, the calendar integration with iCal and Google is excellent, the smart lists for projects and opportunities are totally functional and help speed up large scale project accessability while connecting team members...and the list goes on. I particularly like the option of dragging up the most pressing opportunities and project to the top tool bar and having them right at my fingertips.

We also integrate Merlin Project into the larger projects and it's compatibility is excellent. There is a bit of learning curve but once our team took the time to dig in and get under the hood of the cross functionality, it only made our project management easier. In fact, I would say that through Daylite, we have come to sell our project management skills and realize this vertical as a profit center for our small company.

Honestly, Daylite is a game-changer. Congratulations on all that you have accomplished and we look forward to continued roll-outs and developments.

Inconvénients

Need to continue improving Apple mail to Daylite and it would be great to have a slack-like messaging component. Probably the biggest 'want' is the ability to output to word and excel in some capacity. Daylite will output to excel in a very limited fashion - it works, but it could be smoother. I realize that this 'ask' would probably require licensing from Microsoft in some capacity and it may be cost prohibitive.

Otherwise, Daylite is a fantastic platform for Apple shops. We have been using it since 2012.

Avantages

Best fetaures:

- Apple Mail Integration
- Cloud Service / App syncing
- The possibility to link everything with everything

Daylite is a great program to collect documents, correspondence and all information about daily office stuff.

The timeline helps me a lot to organice my self and supports me a lot to find old documents and correspondence.
The biggest benefit is the App to access the informations from everywhere.

The worklist is a big feature for my daily task management and helps me to not forget important stuff.

Inconvénients

The update mentality is a shame. No worries, but in my feeling Marketcirle is very slow in development.

The calendar is a mess. Without the integration in Apple calendar the Daylite calendar would not usable for me.

The task and project management is okay but had lots off oppertunitys to become better. Tools like Thinks or Omnifocus are much better than Daylite.

The document management could be either more functional and should more functions provide to organice.

The iPhone / iPad app stands still in development. You should integrate more functions from the desktop version for example like Groups.

The design from all Applications are very old school and need a refresh.

Avantages

I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider.

Inconvénients

There is nothing that I like "least" about Daylite

Avantages

My company assists nonprofit organizations, using a diverse group of expert independent contractors. Daylite is a key member of my team.

In one piece of software, Daylite give me control over contacts, calendars, projects, sales leads and more. And, Daylite interconnects all of those in an intuitive manner on both OSX and IOS.

Frankly, Daylite functions as my Executive Assistant. It reminds me of scheduled events and notifies me of upcoming task deadlines.

The Daylite Customer Service team is responsive and has never failed to keep me up and running. Daylite's developer, Marketcircle is a client-focused company that adds innovative features. Simply amazing!

Buy ... or at least try ... Daylite!

Inconvénients

Honestly, I can't think of any liabilities with Daylite. None / Zero / Zip.

I am running Daylite Self-Serve on a Mac-Mini. Might be helpful to have a bit more processing power -- but everything stays synced with my iMac and MacBook Pro.

Avantages

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Inconvénients

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Avantages

Linking is a key feature and benefit with Daylite, you can link people to a company and to other people, tasks, projects and pipelines. These can be linked in the diary as well, coupled with all emails linked through means you have a fully linked client history, with all the relevant information in one place. In todays small to medium sized business that doesn't have the people resource to manage this level of functionality, Daylite does it all!

AND, you can run it on multiple devices, iPhone, iPad and iMac, with auto-syncing means no back ups required. I couldn't be happier with Daylite Cloud.

Inconvénients

Nothing really, customer service is very good and software is great. I guess the only small downside is sometimes not a quick response from support as they use Canada timezone. But its not a big issue.

Avantages

There are so many things I like it's impossible to think of them all but just the ability to keep everything that has to do with a certain project or client linked so I can easily look it up is one thing. When a client ask me for something to do with a specific project I did way back I can still quite easily look it up and give the client the information they are looking for. Also the Pipelines with their custom tasks in Projects and Opportunities are invaluable. And of course, having all this synced over all my devices. The customer support is excellent - the best I've experienced anywhere!
In short, I don't know how I would manage without Daylite!

Avantages

Ability for a business to work together as a work-group and team. All key information in one place and ready to use on all your apple devices. Searching and finding your data is fast! Now with Daylite Cloud and integration with other could services, the functionality expands to new heights.

Inconvénients

Contact information from email signatures must be entered manually into a Daylite contact. This should be automated. Having the ability to have 'outline' format in Notes would be great! Phone app sometimes continues to remind you of appointments that have been cancelled or deleted.

Avantages

Having worked in a large Uk Plc for over 30 years, I have seen many iterations of different CRM systems come and go, each one promising to be better than the last... unfortunately, many never delivering on the promise we were sold as front line users and eventually falling into disuse. Now self employed as a consultant, I have been introduced to Daylite for the first time working with a small business that wants to grow; it has the capacity with orders, but is constrained by internal expertise and resource. At every step of my learning so far with Daylite, I have not yet failed to be impressed with the immense power contained within Daylite to automate, support and streamline the sales management process. I am now working very closely with my first client SME to develop fuller use of Daylite in their business using Pipelines and Forms to enable improved productivity and therefore sales growth from the same resource (to begin with) and the intuitive operation of the system should make this very easy and rewarding on all fronts. The online video tutorials are excellent and willingness of the software team to support and answer queries, first rate.

Inconvénients

Not a lot to be honest, but I’m still learning!

Avantages

It's the only product I've found out there that integrates it all.

Inconvénients

The lack of a "flow chart" showing how each field can affect other parts of the DB.