Daylite 4 Reviews

Big problems!

Richard 3714

First, the instructions given to install the server are poorly written and confusing. Then when down loaded, it did not do what it was supposed to do (it was supposed to show me a screen dealing with migration of databases). I got support (two tickets, one person knew what he was talking about and the other made me the victim and left me off with no solution). I finally got the database migrated from 3.x to the server. When I tried to down load the application on iTunes and the Mac Store, it said that it was already downloaded. I have spent over 5 days on this and it is still not usable. Maybe 4.1 might be better. I would recommend waiting for that version before purchasing. Giving it one star is a gift! If you can't use something, it should really be zero stars!

Best CRM...

JUST0Li

Don't listen to the other reviewers on here. I've been using daylite for 2 years, and prior to that, I used ACT!, Salesforce, and others. There is no question that Daylite is far superior on almost every single level. Most businesses do not run entirely with apple computers, a must if you are using Daylite and therefore, Daylite Touch (only available on Apple devices). The majority of issues with Daylite are from user error. Improperly configured Daylite Server, router, and Internet settings can make it very difficult to configure properly (average users will have problems getting it going), but once it is configured properly, it works perfectly. New updates come up out regularly, and 4.1 was just released and almost every bug has been fixed. I am more than pleased, and excited to see where Daylite goes in the future.

Best MAC crm

J.Gerry

Version 4.1.xx vast improvement over 4.0 . Keeps getting better . Concept is great & total cost of ownership much better than most CRM products out there! Needs better free reporting features & easier report customization.

This is THE best CRM... And I have tried them all

tpromix

The way you can relate information and the "home" view speed processes that would otherwise waste so much time on the other systems. We always relate issues to projects and contacts... With Daylite it's all collected within those spaces, so logical. My only gripe is the weird load time when u first open app, one would think that this would be instant since the information is stored locally. There are also occasional crashes which prevent me from giving 5 stars...that being said, the other company's crash more and have no basis of logic within their systems... Do some research and watch their free training videos...I think you will love this program if you like staying organized. It's essential. Stop wasting money trying other systems ...and find your organizational home...

Daylite CRM is awesome but Mobile App is unusable

Chrisd1920

The implementation of this app is almost unusable. Instead of just synching your tasks it puts them into various categories that make it impossible to just view your tasks. I also find it very slow to synch items, sometimes as long as a day which makes this app unusable. Also very complicated rules in terms of what actually synchs and what doesn't. Stick with the laptop version for now.

Worst of all my apps

herrjenson

This is the most expensive yet worst of all my apps. It crashes all the time. They lock you out of Daylite 3 without allowing you to migrate Daylite Touch 3 data. I used the tasks feature a lot but now it's completely useless. All of the 5 star ratings sound like cheeseball marketing. Makes me think the company wrote them. I might ask for as much money back from this upgrade as I can.

Best Mac CRM

starhawk_

I have been working with Macs since 1984- after the Lisa. Small business owners have been waiting years and years, for something that would help keep their company organized. This is it. It's getting better with each upgrade and I think the staff is into the Integrity of the product. It isn't necessarily easy to learn but there are Tutorials to view. I have had issues from time to time but I'm learning the product. It has an amazing amount of depth and I think I have only scratched the surface of this program. I believe they still have a free trial available. I really think that the people criticizing the program either did not give it a try or they didn't know or want to know how to work it. There's always a learning curve... Good job Marketcircle and thanks for your help along the way and keep the features and Videos coming! Can you figure a way to have the map go to Google instead of Apple. I seem to be getting more errors with Apple Maps. Sorry Apple... What can I say?

Total disappointment

Suzartist

I have loved and hated this app for a few years now. Today the straw that broke the camels back: hours of wasted time when the calendar does not sync with iCal or busyCal. I give up. If you can't have your calendar sync on your mobile device you really need to go back to the drawing board If you are prepared for hours of frustration, then this is the app for you.

Steep learning curve, but worth the effort

Erik Berg

This was the second time I gave Daylite a try. As it turns out, I didn't give myself enough time to learn the program the first time. The true power of Daylite comes from the ability to link contacts to opportunity, categories, events and especially emails. Once the preferences are set up and contacts imported, it becomes a powerful tool, with everything about an opportunity in one place. Subscribing to other calendars lets you see all appointments in one interface and Daylite syncs back to iCal so both programs will show you your up to date calendar. Plan on watching all of Marketcircle's tutorial videos and then spend some quality time learning the interface. Plugins - This is an area I look forward to seeing grow. The most interesting one is the Geo Plug in, but I wish it would do more than just show a radius of nearby contacts. It would be great if you could integrate a map into an appointment for directions, show a small map for a contact, next to their address and perhaps even show all the locations where events took place for a specific opportunity or project. Overall, I'm glad I gave Daylite another try. I have found a few bugs. Clicking on an attachment from an email imported from Apple mail has caused several crashes. Some attachments show as icons, but won't download from mail when I click on them. Not a bug, other than it bugs me, once I set up the tab shortcuts, I can't lock them, so if I click from Companies to an event in the left pane, the tab changes to events, for instance. Would be nice if these would remain locked and maybe have a way for me to just click into a lesser used option without changing my tab. I guess that's what updates are for. Marketcircle has issued regular updates and their support is excellent; unlike another program I tried for two months before giving up on it. James Spencer is a great example of quality customer support.

Great concept. Ongoing BETA status

Marketcircle disappoints

unconscionable that this is sold to end users. Unless you are or have a dedicated tech person who also understands your workflow don't touch. 3-ring paper binder is much better

Daylite 4 Reviews – Page 2