En savoir plus sur Daylite for Mac

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.

Options de tarification dès :

29,00 $US/mois

  • Essai gratuit
  • Abonnement
Voir les tarifs

Appareils

Pour quelle entreprise ?

TPE PME GE

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Options de tarification dès :

29,00 $US/mois

  • Essai gratuit
  • Abonnement
Voir les tarifs

Images

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.
En voir 6 de plus
Vidéo de Daylite for Mac Vidéo de Daylite for Mac Vidéo de Daylite for Mac Capture d'écran pour Daylite for Mac : Remember every detail and interaction with your clients Capture d'écran pour Daylite for Mac : Organize your clients, deals, and projects all in one place. Capture d'écran pour Daylite for Mac : Close more deals with custom pipelines and follow-up reminders Capture d'écran pour Daylite for Mac : Manage projects with your team. Know what's been done and what needs to be done next. Capture d'écran pour Daylite for Mac : Stay on top of clients, deals, and projects on the go.

Fonctionnalités

Nombre total de fonctionnalités pour Daylite for Mac : 84

  • API
  • Accès mobile
  • Affectations d'équipe
  • Alertes/Notifications
  • Automatisation des processus métiers
  • Automatisation du marketing
  • Base de données de contacts
  • CRM
  • Catégories personnalisables
  • Champs personnalisables
  • Configuration des workflows
  • Contrôles/Permissions d'accès
  • Devis
  • Distribution d'e-mails
  • Définition des priorités
  • Envoi par lot
  • Estimation
  • Fonctions pour organ. à but non lucratif
  • Gestion de contenu
  • Gestion de projets
  • Gestion des abonnements
  • Gestion des boîtes de messagerie
  • Gestion des bénévoles
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des contacts
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des donateurs
  • Gestion des e-mails
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des idées
  • Gestion des leads
  • Gestion des listes
  • Gestion des modèles
  • Gestion des opportunités
  • Gestion des pipelines
  • Gestion des rendez-vous
  • Gestion des ressources
  • Gestion des tâches
  • Gestion du pipeline de ventes
  • Importation et exportation de données
  • Impression d'étiquettes
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégrations de tiers
  • Invitations et rappels par e-mail
  • Liste de tâches (to-do list)
  • Mesure des performances
  • Modèles d'e-mails
  • Modèles personnalisables
  • Méthodes classiques
  • Notifications en temps réel
  • Outils de collaboration
  • Partage des fichiers
  • Personnalisation
  • Planification
  • Planification et programmation de projets
  • Programmation des tâches
  • Projections
  • Prévision
  • Prévision des ventes
  • Qualification de leads
  • Rappels
  • Rapports de ventes
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Recherche/Filtre
  • Reporting et suivi de projet
  • Segmentation
  • Segmentation de la clientèle
  • Stockage de documents
  • Suivi des activités
  • Suivi des interactions
  • Suivi des relations
  • Suivi des références
  • Suivi des étapes
  • Support client
  • Système de calendrier et de rappel
  • Tâches récurrentes
  • Workflow configurable
  • e-mail marketing

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Avis

Note globale

4,6 /5
(325)
Rapport qualité-prix
4,4/5
Fonctionnalités
4,4/5
Simplicité d'utilisation
4,4/5
Support client
4,6/5

Vous avez déjà Daylite for Mac ?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

Donnez votre avis !
Afficher 5 avis sur 325
Adrian C.
Note globale
  • Secteur d'activité: Services financiers
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

A fully featured and user productive CRM

Publié le 29/01/2020

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!

Avantages

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.

Inconvénients

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

Utilisateur vérifié
Note globale
  • Secteur d'activité: Production audiovisuelle
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Improvement over time!

Publié le 30/01/2020

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.

Avantages

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.

Inconvénients

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.

Pj M.
Note globale
  • Secteur d'activité: Services juridiques
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Daylite is Badly Designed

Publié le 05/12/2018

Terrible

Terrible

Avantages

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

Inconvénients

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.

Réponse de 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: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

Utilisateur vérifié
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Addictive.... and hard to stop

Publié le 28/02/2021

Avantages

I am the [SENSITIVE CONTENT HIDDEN] of a small law firm. I started using Daylite, and its accompanying program, Billings, when I was the only person tracking and billing time. Then, when I had my first associate, Billings had a way to have second users enter time without complete access to the entire system. Unfortunately, Marketcircle has done away with the tiered access for Billings, and there are very few other programs that easily integrate with Daylite to bill time. I LOVE Daylite for CRM; with a few hours consulting with [SENSITIVE CONTENT HIDDEN] from Blue Rock, it has made my practice very efficient.

Inconvénients

Unfortunately because of the lack of accounting integrations (the iOsExpert team is surly and difficult to connect with, as they are in Germany), I will probably transition to another program within the next 1-2 years that is more customized for law practices specifically.

Diense B.
Note globale
  • Secteur d'activité: Immobilier
  • Taille de l'entreprise: 1 001-5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Daylite Review

Publié le 17/03/2020

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.

Avantages

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

Inconvénients

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

Réponse de 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!

Afficher 5 avis sur 325 Lire tous les avis

Daylite for Mac - FAQ

Voici quelques-unes des questions fréquentes sur Daylite for Mac.

Types de licences disponibles pour Daylite for Mac :

  • À partir de: 29,00 $US/mois
  • Type de licence: Abonnement
  • Essai gratuit: Disponible

Nous n'avons pas d'informations sur les fonctionnalités de Daylite for Mac.

Utilisateurs habituels du logiciel Daylite for Mac :

Auto-entrepreneur, 2-10, 11-50, 51-200

Langues dans lesquelles Daylite for Mac est disponible :

anglais

Appareils pris en charge par Daylite for Mac :

iPhone (mobile), iPad (mobile)

Applications s'intégrant à Daylite for Mac :

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

Ressources d'aide disponibles pour Daylite for Mac :

Service client/e-mail, FAQ/forums, Base de connaissances, Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Daylite for Mac.