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

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 

Capsule, Zoho CRM, Insightly, monday CRM et HubSpot CRM

Pourquoi choisir Daylite for Mac 

I spent ages trying to set up ZOHO. I thought it was good, but integrating with Outlook was a nightmare and the calendar remained outside the App. I gave up. Wasted a lot of time.

Logiciel antérieur 

Zoho CRM

Pourquoi passer à Daylite for Mac

Mainly due to ease of integration. My bookings are often multi day and many apps only allowed appointments across one day. That ruled them out. Also integrating with Outlook means you need the business version of Outlook and setting that up was a nightmare.

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 

Claris FileMaker

Pourquoi choisir Daylite for Mac 

Ease of use and integration with macOS

Logiciel antérieur 

Claris FileMaker, Basecamp, ClickUp et Asana

Pourquoi passer à Daylite for Mac

Integration with macOS and out of the box use

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 

monday.com et HubSpot CRM

Pourquoi passer à Daylite for Mac

Daylite was the most configurable and easiest to use

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

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

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 

Act!

Pourquoi choisir Daylite for Mac 

I switched back to Daylite, shame on me for leaving you. My bad!

Pourquoi passer à Daylite for Mac

Does not support Google Calendar on 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

Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs.

The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information.

Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.

Inconvénients

The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue.

Avantages

The integration of the CRM with the ability to have discrete files for different projects (matters) for the same client.

Inconvénients

Sometimes attachments do not remain attached to emails when saved to a Daylite project.

Avantages

This is a great tool for our time - it feeds and tracks all information about the all important customer into one location, allowing consistent and relevant information to be channeled to and from the prospect and customer. I love this CRM! The team of developers and customer support professionals are quick to respond, bright and friendly, and take my concerns (a sole practitioner) seriously every time.

The ios Daylite app is just as powerful and new features, such as an integrated mail function, are being developed all the time.

Inconvénients

I would want better integration with texting and calling from my iphone. Texting is now handled by a third party developer which doesn't meet the standards of function and ease of use set by Daylite developers.

Avantages

Synchronization with Apple programs is awesome. Broad range of functionality; i.e. contact management, calendar, tasks, project management, sales/opportunity management, mail merge, scheduling with shared calendars, etc. etc. Ability to import events from Outlook. Contact management is 'Person' driven, not date/event driven like Outlook. I can view upcoming events with contacts, as well as history with each contact. Love the online version! Love Daylite iPhone app!

Inconvénients

There is nothing I don't like about Daylite software. I highly recommend it. My only wish is that Outlook was an Apple vs. PC product, since the business world is entrenched in Outlook vs. Apple Mail. This would eliminate dragging events scheduled in Outlook to Daylite. It's a simple, easy step though and I'm grateful for this functionality.

Avantages

Well, the best part of Daylite is its integration with my Mac’s Mail app. There are a lot of products that leave out Mac users, but Daylite works perfectly with my High Sierra machine. I love that I can create a calendar entry for things that I have to do that are mentioned in my emails. The ability to track future sales helps us keep up to date on how we are meeting our company’s goals. Not only is it very easy to use, but it also has a mobile app that syncs with the program.

Inconvénients

The price has to be the biggest con for me. It is rather steep when compared to other CRM programs, especially when you start to add users. While I am personally glad that there is finally a Mac CRM program, as someone who also uses a PC, I find that it’s a little frustrating to have to pull out my Macbook every time that I needed to use the program. I would also like to see an option for more storage, especially for the cost of the program.

Avantages

Ability to interrelate people, companies, locations, business types etc etc in an almost infinitely customisable way.
Ability to maintain comprehensive records of activities, communications and relationships with contacts.
Powerful search criteria and ability to create smart lists from them.
Facilities to plan and follow up, linking multiple people, activities, companies, resources etc.
Having all my data in one place.
Intuitive, once you have understood all the available options.

Inconvénients

Not really a "con", but rather a recommendation. Have a clear idea of what you want Daylite to do for you, and structure the highly flexible options, keywords, relationships, locations etc. accordingly before you start. You can edit reasonably easily, but it's best to get it approximately right at the outset.

Avantages

The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.

Inconvénients

They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get...
The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).

Avantages

1. It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc.
2. It integrates perfectly with David Good's Getting Things Done (GTD) methodology. In the past I've had to use two or three apps to do this. Daylite does it all in one place and does it very well.
3. It's reliable. I rarely have a glitch and - when I do - it's minor and tech support already has a fix.
4. It automatically creates backups of the data. I don't have to worry about that.

Inconvénients

The biggest drawback is that it isn't easy to create templates for documents, labels and reports. To create a new label or report template, I need to go to my Daylite consultant, which costs me money. To create a new Word document template is clunky and requires experimentation.

Avantages

In the Mac world this program has no equal in terms of the flexibility and the power of built in features and the ability to add on modules that your business needs. When you have questions or problems their system for customer support is better than ANY I have ever dealt with inside and out of the software world.

Inconvénients

There is a steep learning curve to get to the full functionality of the product but that does not prevent you from utilizing what you need to begin with and they have great training videos.

Avantages

It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite.

Inconvénients

Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product.

Alternatives envisagées 

Salesforce Sales CloudS'ouvre dans un nouvel onglet

Pourquoi passer à Daylite for Mac

it works well with Macs