Daylite for Mac

Avantages

I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.

Inconvénients

The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.

Avantages

Daylite leverages the power of the Mac OS to allow you to manage your data using Smart Lists and incredible searchability. It integrates with Mail to automatically import communications. It is easy and intuitive to use and works offline with sync for increased speed.

Inconvénients

Daylite has limited functionality when it comes to quoting and invoicing as well as limited integrations.

Avantages

The concept of having all my project management, scheduling, and contacts in one program. Accessible everywhere on all my devices makes it super easy to stay on track.

The company itself is a major pro. They are constantly updating Daylite and keeping the program alive. It makes me feel very secure using the software. What little customer service experiences I had were all great.

Inconvénients

The learning curve. It's pretty tough to figure out a good flow for your business. There is also a lot to the program. It takes a little time to get your workflow down, with tags and categories, but once you do it's a piece of cake.

If there were some basic examples or existing company examples on how they set up their Daylite workflow, that would've been super helpful.

Additional email integration would be nice. I do not use Apple mail so unfortunately, the email tab in Daylite sits dormant. Would be great if it could link up with other clients, or allow me to directly add any email address into Daylite.

The only other negative would be the desktop client aesthetics. The program looks a little outdated in terms of design but like my other cons, it's not enough to deter the user experience.

Avantages

We use Daylite Mail Assistant as our first step to track opportunity leads and projects. We don't have to cc emails to other team members because all of the emails are in Daylite. When my colleague looks at a project in Daylite, he can see all the related emails there without having to be included on all the email threads.

Inconvénients

Writing proposals is a little bit of a hassle, and there is no way to create invoices - other than using third-party apps or plugins.

Avantages

Ease of use, easy integration with Apple's Mail application. It's easy to file away all relevant e-mails and link them to project, contact, opportunity, etc.

Inconvénients

I wish there were an easy way to keep track of billable and/or business development hours. It can be done now, but it requires a calendar entry for each event. Then, filtering on keyword (e.g. "hours") allows quick overview. Rather, I would like to see a running balance of hours spent on each opportunity and project.

Avantages

It has a mobile app, which is great. It also integrates with Apple Mail to create tasks based on requests that are sent in.

Inconvénients

It becomes more complicated when working with Android-based machines. It would also be useful if they added some forecasting tools.