Daylite for Mac

¿Quién usa Daylite for Mac?

Para pequeñas empresas basadas en MAC que necesitan gestionar proyectos y tareas en equipo.

¿Qué es Daylite for Mac?

EXCLUSIVAMENTE para Mac, iPhone y iPad. Daylite es un gestor de productividad y CRM para pequeñas empresas. Desarrolla mejores relaciones con los clientes y aumenta la eficiencia de tu equipo. Comparte información con tu equipo viendo todos tus correos electrónicos, notas, llamadas y citas relativos a tus clientes en un solo lugar. Daylite se integra con Apple Mail como ningún otro CRM. Almacena correos y programa tareas directamente dentro del Apple Mail. Gestiona tus contactos desde cualquier lugar con tus Macs, iPhones o iPads, incluso sin conexión a Internet.

Información sobre Daylite for Mac

Marketcircle

http://www.marketcircle.com

Fundada en 1999

Resumen de precios de Daylite for Mac

Daylite for Mac dispone de una versión gratuita y ofrece una prueba gratis. La versión de pago de Daylite for Mac está disponible a partir de USD 29.00/mes.

Vídeo de Daylite for Mac
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Precio inicial

USD 29.00/mes

Versión gratuita

Prueba gratis

Implementación

Instalado: Mac

En la nube, SaaS, web

Móvil: nativo de iOS

Formación

En vivo en línea

Seminarios web

Documentación

Asistencia

Horas laborables

En línea

Funciones de Daylite for Mac

  • Acceso móvil
  • Almacenamiento de documentos
  • Evaluación de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de chat interno
  • Integración de redes sociales
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM

  • Alertas sobre las propiedades
  • Correspondencia cliente/propiedad
  • Gestión de campañas
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Marketing por correo electrónico
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones

Lista completa de Software CRM inmobiliario

El proveedor no ha rellenado esta información.

Lista completa de Software CRM online

  • Asistencia al cliente
  • Automatización de marketing
  • Catálogo de productos
  • Evaluación de clientes potenciales
  • Gestión de campañas
  • Gestión de centros de atención telefónica
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de encuestas
  • Gestión de listas
  • Gestión de proyectos
  • Gestión del territorio
  • Marketing por correo electrónico
  • Presupuestos y ofertas
  • Páginas de aterrizaje y formularios web
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones

Lista completa de Software CRM para Mac

El proveedor no ha rellenado esta información.

Lista completa de Software CRM para ONGs

  • Alertas de cuenta
  • Gestión de clientes potenciales
  • Gestión de marketing
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión del territorio
  • Seguimiento de gastos
  • Seguimiento de hogares
  • Seguimiento de la influencia
  • Tareas del equipo

Lista completa de Software CRM para el sector financiero

  • Almacenamiento de documentos
  • Chat en vivo
  • Escaneado de tarjetas de visita y de identificación
  • Evaluación de clientes potenciales
  • Gestión de tareas
  • Gestión del territorio
  • Integración de automatización de marketing
  • Integración de redes sociales
  • Presupuestos y ofertas
  • Previsión
  • Segmentación
  • Sistema de calendarios o recordatorios

Lista completa de Software CRM para pequeñas empresas

  • Chat y mensajería
  • Comunicaciones a demanda
  • Comunicación multicanal
  • Comunicación por lotes
  • Contenido en vídeo
  • Contenido interactivo
  • Distribución de correo electrónico
  • Gestión de contenidos
  • Gestión de impresiones
  • Gestión de modelos
  • Personalización

Lista completa de Software de gestión de comunicaciones con los clientes

  • Diagramas de Gantt
  • Gestión de carteras
  • Gestión de ideas
  • Gestión de presupuestos
  • Gestión de recursos
  • Herramientas de colaboración
  • Metodologías ágiles
  • Modelos personalizables
  • Métodos tradicionales
  • Portal de clientes
  • Seguimiento costes hasta finalización
  • Seguimiento de hitos
  • Seguimiento horas/gastos
  • Tablero kanban

Lista completa de Software de gestión de proyectos

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Opiniones de Daylite for Mac

Mostrando 5 de 320 opiniones

En general
4.6/5
Facilidad de uso
4.4/5
Atención al cliente
4.6/5
Funcionalidades
4.5/5
Relación calidad-precio
4.4/5
Adrian C.
Founder
Servicios financieros, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 29/1/2020

"A fully featured and user productive CRM"

Comentarios: 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.

Contras: 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

  • Fuente de la reseña 
  • Publicado el 29/1/2020
Diense B.
Realtor
Propiedad inmobiliaria, 1001-5000 empleados
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 17/3/2020

"Daylite Review"

Comentarios: 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.

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

Respuesta de proveedores

por Marketcircle el 11/6/2020

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!

  • Fuente de la reseña 
  • Publicado el 17/3/2020
Pj M.
Graphic Designer
Servicios jurídicos, 11-50 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    2/5
  • Facilidad de uso
    2/5
  • Características y funcionalidades
    2/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    1/5
  • Probabilidad de recomendación
    2/10
  • Fuente de la reseña 
  • Publicado el 5/12/2018

"Daylite is Badly Designed"

Comentarios: 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.

Contras: 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 proveedores

por Marketcircle el 6/12/2018

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!

  • Fuente de la reseña 
  • Publicado el 5/12/2018
Brian J.
Owner
Consultoría de gestión, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Calificación global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 31/1/2020

"Helps me to Get Things Done"

Comentarios: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Puntos a favor: It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Contras: It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

  • Fuente de la reseña 
  • Publicado el 31/1/2020
Usuario verificado
Owner
Producción audiovisual, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
  • Calificación global
    5/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    4/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    7/10
  • Fuente de la reseña 
  • Publicado el 30/1/2020

"Improvement over time!"

Comentarios: 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.

Contras: 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.

  • Fuente de la reseña 
  • Publicado el 30/1/2020