Daylite for Mac

Quem usa o Daylite for Mac?

Pequenas empresas que usam Macs, iPhones e iPads. Não disponível para PC ou Android.

Conheça o Daylite for Mac

EXCLUSIVAMENTE para Mac, iPhone e iPad. O Daylite é um CRM para Mac que ajuda pequenas empresas a se lembrar de todos os detalhes, comunicações e próximas etapas de seus clientes e projetos, para que possam gerenciar mais projetos de clientes e monitorar tarefas pessoais e diárias no mesmo local. Integre-se ao e-mail, aos contatos e ao calendário da Apple. Evite que as coisas fujam do controle e tenha uma memória de elefante!

Daylite for Mac - Informação

Marketcircle

http://www.marketcircle.com

Fundada em 1999

Daylite for Mac - Preços

O Daylite for Mac possui uma versão gratuita e oferece versão de teste grátis. Versão paga do Daylite for Mac a partir de 29,00 US$/mês.

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Daylite for Mac video
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Preço inicial

29,00 US$/mês

Versão gratuita

Sim

Teste Grátis

Sim

Implantação

Instalado - Mac

Nuvem, SaaS, web

Celular - iOS nativo

Formação

Ao vivo online

Webinars

Documentos

Assistência

Horário comercial

Online

Recursos do Daylite for Mac

Software CRM
Acesso para Celular
Armazenamento de documentos
Cotizações e propostas
Geração de leads
Gestão de tarefas
Gestão territorial
Integração da automação de marketing
Integração de bate-papo interno
Integração de redes sociais
Lead Scoring
Marketing por e-mail
Segmentação
Sistema de calendário ou lembretes
Automação de marketing
Catálogo de produtos
Cotizações e propostas
Gerenciamento de contatos
Gerenciamento de documentos
Gerenciamento de listas
Gestão de call centers
Gestão de campanhas
Gestão de leads
Gestão de projetos
Gestão de questionários
Gestão territorial
Lead Scoring
Marketing por e-mail
Páginas de início e formulários web
Rastreamento de interações
Rastreamento de recomendações
Suporte do cliente
Armazenamento de documentos
Bate-papo ao vivo
Cotizações e propostas
Digitalização de cartão de visitas/crachás
Gestão de tarefas
Gestão territorial
Integração da automação de marketing
Integração de redes sociais
Lead Scoring
Previsão
Segmentação
Sistema de calendário ou lembretes
Alertas de imóveis
Correspondência de cliente e imóveis
Gerenciamento de contatos
Gestão de campanhas
Gestão de leads
Marketing por e-mail
Rastreamento de interações
Rastreamento de recomendações
Segmentação
Bate-papo/Mensagens instantâneas
Comunicados por lote
Comunicados sob demanda
Comunicação multicanal
Conteúdo de vídeo
Conteúdo interativo
Distribuição de e-mails
Gestão de conteúdo
Gestão de impressão
Gestão de modelos
Personalização

Daylite for Mac - Avaliações

Exibindo 5 de 320 avaliações

Geral
4,6/5
Praticidade
4,4/5
Atendimento ao cliente
4,6/5
Recursos
4,5/5
Relação qualidade/preço
4,4/5
Adrian C.
Founder
Serviços financeiros, Profissional autônomo
Usou o software por: Mais de dois anos
  • Classificação geral
    5/5
  • Praticidade
    5/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    5/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    10/10
  • Fonte da avaliação 
  • Avaliado em 29/01/2020

"A fully featured and user productive CRM"

Comentários: 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!

Vantagens: 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.

Desvantagens: 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

  • Fonte da avaliação 
  • Avaliado em 29/01/2020
Diense B.
Realtor
Imobiliárias, 1001-5000 funcionários
Usou o software por: Mais de dois anos
  • Classificação geral
    5/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    4/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    10/10
  • Fonte da avaliação 
  • Avaliado em 17/03/2020

"Daylite Review"

Comentários: 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.

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

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

Resposta dos fornecedores

por Marketcircle em 11/06/2020

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!

  • Fonte da avaliação 
  • Avaliado em 17/03/2020
Pj M.
Graphic Designer
Serviços jurídicos, 13-50 funcionários
Usou o software por: Mais de um ano
  • Classificação geral
    2/5
  • Praticidade
    2/5
  • Recursos e funcionalidades
    2/5
  • Atendimento ao cliente
    4/5
  • Relação qualidade/preço
    1/5
  • Probabilidade de recomendação
    2/10
  • Fonte da avaliação 
  • Avaliado em 05/12/2018

"Daylite is Badly Designed"

Comentários: Terrible

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

Desvantagens: 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.

Resposta dos fornecedores

por Marketcircle em 06/12/2018

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!

  • Fonte da avaliação 
  • Avaliado em 05/12/2018
Benoit S.
President
Imobiliárias, 2-10 funcionários
Usou o software por: Mais de dois anos
  • Classificação geral
    5/5
  • Praticidade
    5/5
  • Recursos e funcionalidades
    5/5
  • Atendimento ao cliente
    5/5
  • Relação qualidade/preço
    5/5
  • Probabilidade de recomendação
    10/10
  • Fonte da avaliação 
  • Avaliado em 09/05/2020

"Essential"

Comentários: I used the software for over 5 years and I recently came back to it having started a company with a partner. It is perfect to centralize the information and keep everything transparence.

Vantagens: This software is like an assistant to me. Once out of my head, I know the information will come back at the right time reminding me what I have to do.

Desvantagens: The app has a lot if limitation. The mail assistant is great, but complicated for answers on the go via the Iphone.

Resposta dos fornecedores

por Marketcircle em 11/06/2020

Hi Benoit, we're so glad Daylite is helpful and works as an assistant for you!

We know how much it helps to have everything in one place! Thank you for taking the time to review us :)

  • Fonte da avaliação 
  • Avaliado em 09/05/2020
Brian J.
Owner
Consultoria de gestão, Profissional autônomo
Usou o software por: Mais de dois anos
  • Classificação geral
    4/5
  • Praticidade
    4/5
  • Recursos e funcionalidades
    4/5
  • Atendimento ao cliente
    4/5
  • Relação qualidade/preço
    4/5
  • Probabilidade de recomendação
    8/10
  • Fonte da avaliação 
  • Avaliado em 31/01/2020

"Helps me to Get Things Done"

Comentários: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Vantagens: 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.

Desvantagens: 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.

  • Fonte da avaliação 
  • Avaliado em 31/01/2020