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$ 39,99/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor Daylite for Mac

Klanten

  • Freelancers
  • Kleine bedrijven (2-50)
  • Middelgrote bedrijven (51-500)
  • Grote ondernemingen (500 en meer)

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Australië, Canada, Duitsland, Frankrijk, Verenigd Koninkrijk , Ierland, Japan, Nederland, Nieuw-Zeeland, Singapore, Verenigde Staten, Zuid-Afrika

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 39,99/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Top 5 alternatieven voor Daylite for Mac

Afbeeldingen

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Daylite for Mac-video
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Daylite for Mac Software - 5

Functies

Totaal aantal functies van Daylite for Mac: 72

  • API
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Afsprakenbeheer
  • Automatisering van bedrijfsprocessen
  • Beheer van verkooppipeline
  • Bestanden delen
  • CRM
  • Campagnebeheer
  • Configureerbare workflow
  • Contactenbeheer
  • Contactendatabase
  • Documentbeheer
  • Documenten opslaan
  • E-mailbeheer
  • E-mailmarketing
  • E-mailsjablonen
  • For Financial Institutions
  • For Mac Devices
  • For iPad Devices
  • Formulierbeheer
  • Gegevens importeren en exporteren
  • Herinneringen
  • Ideeënbeheer
  • Integratie van derden
  • Integratie van sociale media
  • Integraties van derden
  • Interactie bijhouden
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kansenbehee
  • Klantenbeheer
  • Klantendatabase
  • Leadkwalificatie
  • Leads beheren
  • Lidmaatschapsbeheer
  • Marketingautomatisering
  • Mijlpalen bijhouden
  • Mobiele toegang
  • Offertes
  • Pipelinebeheer
  • Priorisering
  • Prognose
  • Prognoses
  • Projectplanning
  • Rapportage en analyse
  • Rapportage en statistieken
  • Rapportage/projecten volgen
  • Realtime meldingen
  • Referenties bijhouden
  • Relaties bijhouden
  • Resourcebeheer
  • Samenwerkingstools
  • Segmentering
  • Sjabloonbeheer
  • Taakbeheer
  • Taakplanning
  • Teamopdrachten
  • Toegangsopties/machtigingen
  • Traditionele methodologieën
  • Verkoopprognose
  • Verkooprapporten
  • Voor de verzekeringsbranche
  • Voor vastgoed
  • Vrijwilligersbeheer
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Workflowconfiguratie
  • Zoeken/filteren

Alternatieven

Salesforce Sales Cloud

4,4
#1 alternatief voor Daylite for Mac
Heb je de oplossingen voor kleine bedrijven van Salesforce al gezien? Sales Cloud is een aanpasbaar CRM-platform dat...

Act!

3,7
#2 alternatief voor Daylite for Mac
Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

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...

HubSpot CRM

4,5
#4 alternatief voor Daylite for Mac
Bespaar waardevolle verkooptijd met HubSpot CRM, dat zorgt voor alle kleine details van het opnemen van telefoongesprekk...

Reviews

Totaalscore

4,6 /5
(341)
Prijs-kwaliteitverhouding
4,4/5
Functies
4,4/5
Gebruiksgemak
4,4/5
Klantenondersteuning
4,5/5

Heb je Daylite for Mac al?

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

Schrijf een review!
5 van 341 reviews worden weergegeven
Adrian
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

Breanne
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

Game changer for small business

Beoordeeld op 21-11-2021

Pluspunten

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Minpunten

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Antwoord van Marketcircle

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

PJ
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!

Tamara
Totaalscore
  • Sector: Rechtspraktijk
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 5.0 /10

Great for a solo

Beoordeeld op 13-7-2022

Was great before my company grew!

Was great before my company grew!

Pluspunten

I used this for a long time when the accompanying Billings program was supported. It is great for an individual who wants to track contacts and schedule appointments.

Minpunten

There is no easy time tracking feature or way of billing clients without additional integrations. Support is slow because the company is based in Europe. And the Billings program does not allow multiple access tiers; it's "all or nothing" so even low level employees could have full visibility into firm reports.

Antwoord van Marketcircle

Hi Tamara - We're very sorry to hear you've had issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can find a solution for you. We appreciate your feedback!

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.

Overwogen alternatieven

Insightly en Salesforce Sales Cloud

Redenen om over te stappen op Daylite for Mac

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.
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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$ 39,99/maand
  • Prijsmodel: Gratis versie, Abonnement
  • Gratis proef: Beschikbaar

Daylite for Mac heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200

Daylite for Mac ondersteunt de volgende talen:

Engels

Daylite for Mac ondersteunt de volgende apparaten:

iPhone (mobiel), iPad (mobiel)

Daylite for Mac kan worden geïntegreerd met de volgende toepassingen:

Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier

Daylite for Mac biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Chatten

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Daylite for Mac.