UNIQUEMENT pour les appareils Apple. Les feuilles de calcul et les e-mails ne suffisent plus à votre équipe ? Commencez à gagner plus de marchés et à avancer plus vite dans le travail avec Daylite. Daylite est la seule application de gestion de projet et CRM pour Mac qui s'intègre directement avec Apple Mail. Organisez et partagez tous vos clients, ventes, projets et e-mails afin que votre équipe puisse travailler plus efficacement. Daylite optimise la communication avec vos clients, les flux de travail des projets et les horaires des équipes pour que tout le monde sache ce qui se passe et quand. De plus, vous pouvez travailler hors-ligne car Daylite stocke vos données directement sur votre Mac, iPhone et iPad.
I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.
It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent.
It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below).
Daylite does an excellent job of tracking individual events for each Person.
While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.
Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads?
The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer.
Piplelines proved too clunky.
Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.
Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly".
Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!
I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects.
Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.
Thank you Alan for your wonderful review of Daylite.
We are excited to hear how you use Daylite so extensively to manage your business. It's great to hear how our customers use Daylite. May you continue to win more business and get more done!
It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management.
These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file.
Daylite is an indispensable part of my day and essential to running and growing my business.
Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs.
The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information.
Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.
The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue.
Thank you David for your wonderful review of Daylite!
We're very happy to know that Daylite helps you run your business and your team, while growing your revenue!
Thank you for sharing David. :)
Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management.
When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love.
I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle!
This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship.
It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”
When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated.
Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer.
Thank you Barry for your love for Daylite! :)
We are super happy that Daylite provided you peace and sanity in running your small business.
Happy 11th anniversary Barry!
* Contact and Calendar on steroids! Rich linking to capture the rich relationships that really exist in the real world.
* Project/task management
* Opportunity management for an extended job search. This could not have happened via a spreadsheet, contrary to job coach advice. A job search is too rich to be 2-dimensional.
* Native Apple look-and-feel, and UX.
* Tracking multiple opportunities in my job search pipeline.
* Integration to email. It just fits in the tools I use every day.
Rich linking -- My ADHD mind isn't deficient in attention - it makes rich connections. Daylite allows me to do that, too. If I think an association is important to capture, Daylite lets me do that. Many other CRM's force an association model on me. I like it that Daylite allows me to make the associations that make sense for me because it let's me later view different perspectives of those links -- everything (yes, everything) that's relevant to a person, an appointment, a note, an opportunity. If I think that's an important as it's top-of-mind, I capture that relationship for later use.
Integrated with native Mail.app -- It's great to link mail to sales opportunities (and people, and tasks and appointment, and projects) all without leaving mail. Then, when I'm back in DL, all that mail shows up when it's relevant. I don't have to go searching through INBOX.
Customer service -- World class. I wouldn't doubt if I were in the top 1% of customers requesting support. I've contacted them A LOT! I always get personal, courteous, expert responses. That's rare. I value that deeply.
Apple first -- The interface does not make concessions to Windows look-and-feel or UX. Yeah! As an Apple-only user, that suits my thinking and muscle memory just fine!
Underdogs -- I feel like I'm part of a movement -- an all-apple CRM that kicks butt for usability and productivity.
* Beyond-expert-level features and keybindings. Marketcircle is small, and doesn't (yet) have the customer base to get to the kinds of features that my power-user toolsmith mindset would want. For example, some actions require use of a mouse, and I'm a HUGE fan of keeping my fast fingers on the keyboard. That's a nit to pick, but it's the kind of detail that comes from a larger customer base.
Missing - a browser-based (or API) interface -- There are some times that I just don't have my phone or MacBook with me. It would be nice to use any-old-browser. Ah... the tradeoffs for being tightly coupled to Apple-only devices (BTW... See "pros" for same issue).
Thank you Michael for your wonderful review!
Voici quelques-unes des questions fréquentes sur Daylite for Mac.
Types de licences disponibles pour Daylite for Mac :
À partir de: $29/mois
Type de licence: Licence unique, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Daylite for Mac.
Utilisateurs habituels du logiciel Daylite for Mac :
Langues dans lesquelles Daylite for Mac est disponible :
néerlandais, anglais, français, allemand, espagnol
Types de licences disponibles pour Daylite for Mac:
Licence unique, Abonnement
Appareils pris en charge par Daylite for Mac :
Applications s'intégrant à Daylite for Mac :
Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, Xero, Zapier
Ressources d'aide disponibles pour Daylite for Mac :
FAQ, Base de connaissances, Support en ligne, Tutoriels vidéo