Avis clients sur Daylite for Mac

Ce logiciel permet d'avoir une rapidité efficace de gestion des projets et offre une meilleure qualité de ses services

Le coût exorbitant de la connexion internet

Ce logiciel me permet de gérer les ventes et une suivie efficace de mes projets

Je n'ai pas connu une mauvaise expérience en utilisant ce logiciel

Selon moi Daylite est le meilleur logiciel pour la gestion de son flux de travail . Bien. Qu'il a moins de fonctionnalités que notion et asana , il reste qu'à même très utile

La disponibilité sur uniquement sur mac reste un problème majeur pour les utilisateurs de pc

It has the ability to manage our projects and sales from daily basis. It tracks potential sales and progress of various projects assigned to our team members.

Its operation is not easy for beginners but with time the user gets experience.

Daylite is user friendly with many customizable functions which suit our business well.
The task system keeps us on track and nothing gets lost in the shuffle. We also are utilizing the activity sets to create systems and projects for workflow.
Daylite will enable a new untrained employee to enter into our business and take care of our clients easily Some much information is captured and stored in a sensible manner, it creates a continuum of customer service.

At times, there are too many reminder boxes popping up on screen.

It would be beneficial if we could like directly to the companies with who we do business, rather than logging on another screen.

Task management and the apple mail plugin.

Some updates they did. Including reorganising the taks pipeline view and putting the general tasks list always in the bottom. Futhermore their new and crazy expensive subscription model (cloud).

The customer support really treats this like a software that is integral to your business.

I think they could really benefit from exploring a Facebook integration to keep track of people I interact with on Facebook without a lengthy contact creation process for each person.

Integration with core Mac products .... great user interface

Crashing on the Ipad when using forms feature ....
Would like some templates for Real Estate already in place & expect other industries could use a group of templates also.

Flexibility and many features, versatile links between objects, hybride technology (cloud and on premise)

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

I work with professional services firms, such as financial, law, and accounting firms, and also practice law. I use Daylite for everything! The email assistant makes it super easy to file emails. More than just emails, though, is the ability to see a history of all communications. I also keep track of clients using Projects and love the flexibility of the platform. I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.

Because it is very robust, it can at first appear intimidating. But the setup is so logical that it quickly becomes easy to use. And it is very customizable, especially useful when using Smart Lists. I'd like to see better reporting features, but beyond that, it's comprehensive.

The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times.

I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes.

It is like an agenda taken to the next level, it allows you to have all the notes and reminders, the data and everything perfectly controlled. something that just makes your life easier.

Maybe at first, when you start using it, it is not so intuitive

That fact that it integrates with Mail and other Apple products so smoothly. You don't have to compromise your daily computing environment by using Outlook or some other third-party product. I'm not crazy about it moving to a SaaS model but I understand the business reasons for it. And it's still an Apple/Macintosh product which will retain me as a user. I had one support issue and it was taken care of extremely quickly and efficiently. I wish all companies' support systems were as good.

I find the search function can be slow at times and I may not always get the results I expect. I also wish you could easily move chronologically through the entries that are listed in the "All Activity" view of a project, opportunity. I open something to read it, then have to close it to go to the next entry. These reasons are why I only gave it 4 stars on ease of use.

Software is intuitively very easy to use. My four-Star rating is due to the higher end functions not being as intuitive. Support from the company is great. The folks at Marketcircile are very interested in listening to their users. They respond quickly during normal business hours to help. Daylite is also way more powerful then it initially appears. Various consultants across the world have built businesses setting up and customizing this product for its users willing to pay for the service. It takes very little to learn the basic, but I feel as if I've barely scratched the surface despite this being a very useful product to me.

Marketcircle is not a gigantic company so sometimes the lack of instructions on certain aspects of the product is frustrating. However the company has definitely improved a ton on this by posting training videos on their website.

It syncs beautifully across all devices. Enables me to have all of the information and interaction with my clients and projects all in one place. The interface with Apple Mail delivers the emails into my projects and that combined with files, notes, appointments, and tasks all being attached to my clients means I am always clear on what is happening with my projects.

Hard to find anything I like least as Daylite is my go-to software. Its a small thing but it would be nice if the calendar view could be changed so that I could see more of the day on the screen at the same time i.e. it is currently in half-hour increments which can't be changed and I often work in evenings and have to remember to scroll down to see appointments in the evening. Would be good if it was customizable to change the viewing to hour increments.

Daylite is a robust contact management program. It is great for a single user or larger organization with multiple users tracking multiple projects. Any questions or issues are addressed quickly by their customer support team. Not only do they follow up quickly, they follow up days later to insure the problem has been resolved.

Finding a criticism is tough. I would think one would be that uncompleted tasks do not roll over to the next day automatically. Moving them is easy enough. As a single user I am sure I am not using the full functionality of the program so I would not be able to highlight any underlying annoyances.

What we like most is the integration in the Apple standard software. The Apple adressbook, mail, calendar etc can be used as before, but the team gets full awareness of activities and updates.
we also like the add-ons the German distributor added to enhance functionality even further.

some of the features are just not yet as easy to use as in standard Apple way. that's were you can see that its not a super big company ...