Daylite for Mac

Sistema CRM y gestión de proyectos para pequeñas empresas que usan Mac.

Sobre Daylite for Mac

Exclusivamente para iPhone, iPad y Mac. Daylite es una aplicación de gestión de proyectos y CRM para pequeñas empresas que usan Mac y necesitan supervisar clientes potenciales, clientes, proyectos y tareas en un solo lugar.

Daylite ayuda a recordarte cuándo hacer un seguimiento con clientes potenciales y clientes existentes, supervisar la comunicación con ellos y segmentarlos, así como a organizar todos los procesos y pasos en ofertas y proyectos y gestionar las tareas, reuniones y notas del equipo; todo en un solo lugar.

Daylite se integra con Apple Mail para que puedas vincular todos los correos electrónicos a clientes y proyectos, configurar recordatorios de seguimiento y programar reuniones; todo desde la bandeja de entrada. Daylite también se sincroniza con los contactos y el calendario de Apple.

Precios desde:

US$39,99/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Daylite for Mac

Clientes habituales

  • Trabajadores autónomos
  • Empresas pequeñas (2-50)
  • Empresas medianas (51-500)
  • Empresas grandes (500 o más)

Implementación

  • Basado en la nube
  • Entorno local

Disponible en los países siguientes

Australia, Canadá, Alemania, Francia, Reino Unido , Irlanda, Japón, Países Bajos, Nueva Zelanda, Singapur, Estados Unidos, Sudáfrica

Idiomas admitidos

inglés

Precios desde:

US$39,99/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Daylite for Mac

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Funciones

Funcionalidades totales de Daylite for Mac: 72

  • API
  • Acceso móvil
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Automatización de marketing
  • Automatización de procesos empresariales
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda/filtro
  • CRM
  • Campos personalizables
  • Configuración de flujos de trabajo
  • Controles o permisos de acceso
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Cualificación de leads
  • Flujo de trabajo configurable
  • Gestión de calendarios
  • Gestión de campañas
  • Gestión de citas
  • Gestión de clientes
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de ideas
  • Gestión de membresías
  • Gestión de modelos
  • Gestión de oportunidades
  • Gestión de recursos
  • Gestión de relaciones
  • Gestión de tareas
  • Gestión de voluntariado
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Informes de ventas
  • Informes personalizables
  • Integraciones de terceros
  • Integración de chat interno
  • Integración de redes sociales
  • Integración de terceros
  • Marketing por correo electrónico
  • Modelos personalizables
  • Métodos tradicionales
  • Notificaciones en tiempo real
  • Para dispositivos Mac
  • Para dispositivos iPad
  • Para el sector de los seguros
  • Para instituciones financieras
  • Para propiedades inmobiliarias
  • Planificación y programación de proyectos
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Previsión de ventas
  • Priorización
  • Programación de tareas
  • Proyecciones
  • Recordatorios
  • Segmentación
  • Seguimiento de actividades
  • Seguimiento de creación de informes y proyectos
  • Seguimiento de hitos
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sistema de calendarios o recordatorios
  • Tareas del equipo
  • Uso compartido de archivos

Alternativas

Salesforce Sales Cloud

4,4
#1 alternativa a Daylite for Mac
Salesforce Sales Cloud es una aplicación de CRM basada en la nube de Salesforce. Sales Cloud ayuda a los equipos de...

Act!

3,7
#2 alternativa a Daylite for Mac
Act! Premium permite a las pequeñas y medianas empresas comercializar mejor, vender más y crear clientes recurrentes.

Insightly

3,9
#3 alternativa a Daylite for Mac
Haz crecer tu negocio más rápido que nunca creando relaciones más sólidas con los clientes y gestionando las oportunidad...

HubSpot CRM

4,5
#4 alternativa a Daylite for Mac
Ahorra tiempo de ventas valioso con HubSpot CRM, que se ocupa de todos los pequeños detalles, como grabación de...

Opiniones

Calificación general

4,6 /5
(341)
Relación calidad-precio
4,4/5
Funciones
4,4/5
Facilidad de uso
4,4/5
Asistencia al cliente
4,5/5

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Mostrando 5 opiniones de 341
Adrian
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A fully featured and user productive CRM

Revisado el 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!

Puntos a favor

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.

Puntos en contra

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

Breanne
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Game changer for small business

Revisado el 21-11-2021

Puntos a favor

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Puntos en contra

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Respuesta de Marketcircle

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

PJ
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Daylite is Badly Designed

Revisado el 05-12-2018

Terrible

Terrible

Puntos a favor

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

Puntos en contra

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.

Respuesta 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: [email protected] Thank you for helping us continue to constantly improve Daylite!

Tamara
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 5.0 /10

Great for a solo

Revisado el 13-07-2022

Was great before my company grew!

Was great before my company grew!

Puntos a favor

I used this for a long time when the accompanying Billings program was supported. It is great for an individual who wants to track contacts and schedule appointments.

Puntos en contra

There is no easy time tracking feature or way of billing clients without additional integrations. Support is slow because the company is based in Europe. And the Billings program does not allow multiple access tiers; it's "all or nothing" so even low level employees could have full visibility into firm reports.

Respuesta de Marketcircle

Hi Tamara - We're very sorry to hear you've had issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can find a solution for you. We appreciate your feedback!

Usuario verificado
Calificación general
  • Sector: Producción audiovisual
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Improvement over time!

Revisado el 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.

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Insightly y Salesforce Sales Cloud

Razones para cambiar a Daylite for Mac

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.
Mostrando 5 opiniones de 341 Todas las opiniones

Preguntas frecuentes sobre Daylite for Mac

He aquí algunas preguntas frecuentes sobre Daylite for Mac.

Daylite for Mac ofrece los siguientes planes de precios:

  • A partir de: US$39,99/mes
  • Modelo de precios: Versión gratuita, Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Daylite for Mac son:

Trabajador autónomo, 2-10, 11-50, 51-200

Daylite for Mac admite los siguientes idiomas:

inglés

Daylite for Mac admite los siguientes dispositivos:

iPhone (móvil), iPad (móvil)

Daylite for Mac se integra con las siguientes aplicaciones:

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

Daylite for Mac ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Chat

Categorías relacionadas

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