Daylite for Macの概要
Dayliteは、MacおよびiOS用の強力なCRM (顧客関係管理) です。チームがより多くのクライアントを管理し、より多くの取引を成立させ、より多くのプロジェクトを完了するのを支援します。Macを使用する小規模ビジネス向けに設計されたDayliteは、Apple MailやCaller ID、Siri、Notification Centreなど、Appleに内蔵されている多数の機能に対応しています。
Dayliteでは、Dayliteを最大限に活用できるよう、無料のオンボーディング・サポートを提供しています。Dayliteは、20年以上にわたり、ビジネスを成長させるお手伝いをしてきました。
Daylite for Macの対象ユーザー
顧客、取引、プロジェクトを管理する必要があるプロフェッショナル・サービス企業やクリエイティブ・エージェンシー。Macを使用している事業 (PCとAndroidでは使用不可)。
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Daylite for Mac
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Daylite for Macのレビュー
Adrian
A fully featured and user productive CRM
製品を使ってみた感想： 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!
良いポイント:
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.
改善してほしい点:
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
Stephen
検討した類似製品：
Why we use Daylite as a media company
製品を使ってみた感想： Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite. I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team. Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.
良いポイント:
The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important. Being able to update the database on our iPhones and iPads lightens the physical load on our team
改善してほしい点:
If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.
Marketcircleからの返信
5 か月前
Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support!
Michael
Still waiting for Daylite to catch up
製品を使ってみた感想： I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.
良いポイント:
It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.
改善してほしい点:
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.
Sharon
I Love Daylite
製品を使ってみた感想： See PROS . . . it tells it all!
良いポイント:
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.
改善してほしい点:
There is nothing that I like "least" about Daylite
Marketcircleからの返信
3 か月前
Hi Sharon! Wow, thank you so much for this amazing review! We're beyond happy to know that Daylite helps you and your teams stay organized and working efficiently at all times. I'll forward your shoutout to our Customer Service teams. Thank you for your ongoing support!
Improvement over time!
製品を使ってみた感想： 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.
良いポイント:
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.
改善してほしい点:
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.
