Daylite for Mac Erfahrungen

Vorteile

Die Software ist kompatibel mit Mac. Sie ist sehr strukturiert aufgebaut und stellt Schnittstellen für die Integration von weiteren Tools bereit.

Nachteile

Nach Updates kommt es in den ersten Tagen immer wieder zu Fehlern, welche das System abstürzen lassen.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Vorteile

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!”

Nachteile

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.

Vorteile

Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

Nachteile

I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

In Betracht gezogene Alternativen

Agile CRM und HubSpot CRM

Gründe für den Wechsel zu Daylite for Mac

Better for Mac. Liked the look and feel of it better.

Vorteile

It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

Nachteile

It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

Vorteile

I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.

Nachteile

It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Daylite for Mac

The integration with my apple tech and not needing to log into a web based service.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

UKG Ready

Gründe für den Wechsel zu Daylite for Mac

Ease of use and familiarity. Time invested in learning the functionality.

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Zoho CRM

Gründe für den Wechsel zu Daylite for Mac

Because it seemed cleaner and more well thought out, especially on Mac.

Vorteile

Simplicity and clarity, We like this app

Nachteile

Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Daylite for Mac

Regular updates, reliability, possibility to work off-line,

Vorteile

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.

Nachteile

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.

Vorteile

I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider.

Nachteile

There is nothing that I like "least" about Daylite

Vorteile

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.

Nachteile

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

Vorteile

It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Nachteile

It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

Vorteile

Almost infinitely customisable fields, keywords etc. for fast data search and smart lists.
A CRM database, with the added functions of project management and data forms.
Automatic copying of e-mails to companies and people​.
Ability to telephone from the app.
Ability to create templates and forms.
Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example.
Not enough time to list all its amazing features!

Nachteile

Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use.
Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.

Vorteile

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.

Nachteile

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.

Vorteile

Daylite makes it very easy to track every project on my desk. I am a one woman company, working on a number of projects at any one given time and it could so easily be chaos without Daylite. Being able to view emails and documents within projects, as well as the ability to add notes is essential. Since I moved to a Cloud account it has been even better. Very reliable and easy to keep up to date while on the move. There is a lot that is customisable of which I only use a small amount, however that may change as I make use of the tutorials available. The calendar syncs across with ease and the 'Home' page is an essential tool, giving a clear view of the days appointments and tasks. Much of the software is customisable.

Nachteile

I am always seeking ways to work 'smarter' and thus save time. I would love it if there was a little more functionality so that I could input information on the Project page that would automatically populate a custom sheet in, say, reports. That would save me a huge amount of time. Being able to see the status of all projects and project history on one page would certainly be helpful to me.

Vorteile

Having worked in a large Uk Plc for over 30 years, I have seen many iterations of different CRM systems come and go, each one promising to be better than the last... unfortunately, many never delivering on the promise we were sold as front line users and eventually falling into disuse. Now self employed as a consultant, I have been introduced to Daylite for the first time working with a small business that wants to grow; it has the capacity with orders, but is constrained by internal expertise and resource. At every step of my learning so far with Daylite, I have not yet failed to be impressed with the immense power contained within Daylite to automate, support and streamline the sales management process. I am now working very closely with my first client SME to develop fuller use of Daylite in their business using Pipelines and Forms to enable improved productivity and therefore sales growth from the same resource (to begin with) and the intuitive operation of the system should make this very easy and rewarding on all fronts. The online video tutorials are excellent and willingness of the software team to support and answer queries, first rate.

Nachteile

Not a lot to be honest, but I’m still learning!

Vorteile

I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy.

This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite.

Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.

Nachteile

I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.

Vorteile

• Available on all devices, iPhones, iPads, MacBooks and iMacs
• Cloud access all over the world at any time.
• Very Broad and wide reaching functionality
• The ability to customise the software to suit our operation, we have been able to manage almost every aspect of our business, CRM, Safety, Quality, Quoting, Contracts, Maintenance, Correspondence, Email Integration.

Nachteile

There really is not much to mention here....

Vorteile

It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite.

Nachteile

Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product.

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Gründe für den Wechsel zu Daylite for Mac

it works well with Macs

Vorteile

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.

Nachteile

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.

Vorteile

Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths
Easy to create sales processes
Find anything instantly with database wide searching.
Easy to integrate with supported 3rd party applications such as bulk mailers

Nachteile

Single platform support - Apple Only. (Including no Web Portal Interface)

Vorteile

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Nachteile

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Vorteile

Daylite helps us to keep all information about a contact in one place. We can have contact information, notes from every conversation, every email communication, every document we have sent, and every opportunity, project or task associated with the client. Daylite has a great deal of flexibility in the ways you can remind yourself about upcoming activities. It helps us keep commitments to prospects and clients.

Nachteile

We cannot find a way to scan and load contacts into Daylite. We also wish it interacted with Evernote. We also wish that we could create custom reports more easily. Right now, Daylite recommends that we use a partner to create reports.

Vorteile

The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.

Nachteile

They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get...
The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).

Vorteile

Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

Nachteile

It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software