Over Daylite for Mac

EXCLUSIEF voor Apple-apparaten. Is je team de spreadsheets en e-mail ontgroeid? Win meer zakelijke opdrachten en krijg meer gedaan met Daylite. Daylite is de enige CRM- en projectmanagement-app voor de Mac die rechtstreeks met Apple Mail kan worden geïntegreerd. Organiseer en deel al je klanten, omzet, projecten en e-mails zodat je team effectiever kan werken. Daylite stroomlijnt je klantencommunicatie, projectworkflows en ploegenroosters, zodat iedereen weet wat er gebeurt en wanneer. Bovendien kun je offline werken, omdat Daylite je gegevens opslaat op je Mac of iPhone en iPad.

Prijzen vanaf:

US$ 29,00/maand

  • Gratis proef
  • Abonnement
Prijsmodellen bekijken

Apparaten

Bedrijfsgrootte

K M G

Markten

Verenigde Staten van Amerika, Canada, Verenigd Koninkrijk, Australië, Duitsland

Ondersteunde talen

Duits, Engels, Frans, Nederlands, Spaans

Prijzen vanaf:

US$ 29,00/maand

  • Gratis proef
  • Abonnement
Prijsmodellen bekijken

Afbeeldingen

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

Functies

Totaalaantal functies van Daylite for Mac: 44

  • API
  • Aangepaste velden
  • Aanpasbare categorieën
  • Aanpasbare rapportage
  • Aanpasbare sjablonen
  • Activiteiten volgen
  • Afsprakenbeheer
  • Automatische meldingen
  • CRM-integratie
  • Configureerbare workflow
  • Contactenbeheer
  • Contactendatabase
  • E-mailintegratie
  • E-mailsjablonen
  • E-mailuitnodigingen en -herinneringen
  • Etiketten drukken
  • Gefilterde weergaven
  • Gegevens filteren
  • Gegevens importeren en exporteren
  • Herinneringen
  • Inboxbeheer
  • Integratie van derden
  • Kalenderbeheer
  • Kansenbehee
  • Klantensegmenten
  • Leads beheren
  • Leadscoring
  • Massaverzending
  • Mobiele integratie
  • Offline toegang
  • Pipelinebeheer
  • Prestatierapporten
  • Priorisering
  • Prognoses
  • Rapportage en statistieken
  • Realtime meldingen
  • Takenlijst
  • Terugkerende taken
  • Toestemmingsbeheer
  • Verkoop bijhouden
  • Verkoopprognose
  • Verkooprapportage
  • Workflowbeheer
  • Zoekfunctionaliteit

Alternatieven

Zoho CRM

4,2
#1 alternatief voor Daylite for Mac
Zoho CRM helpt bedrijven van elke omvang om slimmer, beter en sneller deals te sluiten.

Pipedrive

4,5
#2 alternatief voor Daylite for Mac
Pipedrive is een tool voor CRM en pijplijnbeheer voor kleine en middelgrote verkoopteams, waarmee gebruikers zich...

Insightly

3,9
#3 alternatief voor Daylite for Mac
Laat je bedrijf sneller groeien dan ooit tevoren door sterkere klantrelaties op te bouwen, verkoopkansen te beheren en...

Freshworks CRM

4,6
#4 alternatief voor Daylite for Mac
Een complete CRM voor snelle verkoopteams met geïntegreerde telefoon en e-mail, gebruikersgedrag-tracking en lead...

Reviews

Totaalscore

4,6 /5
(322)
Prijs-kwaliteitverhouding
4,4/5
Functies
4,4/5
Gebruiksgemak
4,4/5
Klantenondersteuning
4,6/5

Heb je Daylite for Mac al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

Schrijf een review!
5 van 322 worden weergegeven
Adrian C.
Totaalscore
  • Sector: Financiële dienstverlening
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

A fully featured and user productive CRM

Beoordeeld op 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!

Pluspunten

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.

Minpunten

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

Diense B.
Totaalscore
  • Sector: Vastgoed
  • Bedrijfsgrootte: 1.001-5.000 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Daylite Review

Beoordeeld op 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.

Pluspunten

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

Minpunten

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

Antwoord van 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!

Pj M.
Totaalscore
  • Sector: Juridische dienstverlening
  • Bedrijfsgrootte: 11-50 werknemers
  • Wekelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 2.0 /10

Daylite is Badly Designed

Beoordeeld op 5-12-2018

Terrible

Terrible

Pluspunten

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

Minpunten

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.

Antwoord van 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!

David K.
Totaalscore
  • Sector: Vastgoed
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Over 15 years using this, and I LOVE IT!

Beoordeeld op 15-10-2020

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing...

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!

Pluspunten

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.

Minpunten

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.

Geverifieerde reviewer
Totaalscore
  • Sector: Mediaproductie
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 7.0 /10

Improvement over time!

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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.

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Daylite for Mac - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Daylite for Mac.

Daylite for Mac kent de volgende prijsmodellen:

  • Vanaf: US$ 29,00/maand
  • Prijsmodel: Abonnement
  • Gratis proef: Beschikbaar

We hebben geen informatie over functies van Daylite for Mac

Daylite for Mac heeft de volgende typische klanten:

Klein bedrijf, Non-profit, Freelancers

Daylite for Mac ondersteunt de volgende talen:

Duits, Engels, Frans, Nederlands, Spaans

Daylite for Mac ondersteunt de volgende apparaten:

iPhone, iPad

Daylite for Mac kan worden geïntegreerd met de volgende toepassingen:

Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, PieSync, Xero, Zapier

Daylite for Mac biedt de volgende ondersteuningsopties:

Veelgestelde vragen, Kennisbank, Online ondersteuning, Video-instructies

Gerelateerde categorieën

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