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Reviews (1-3 of 3)
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I use this as my main CRM software. I use it for email management as well as client interaction tracking. I am able to import and export lists for use in other applications and also sync it with my mobile devices for easy access to client specific information when I am working remotely.
- Integrates with Mac Mail to automatically catalog email exchanges with both individuals and companies.
- Allows for robust customization to meet the specific information needs of my company
- Acts as a hub for daily activities and tasks
- The mobile apps are not as nearly robust as the desktop version
- UI could stand to be less clinical and a bit more visually pleasing
- Ability to integrate with other apps more easily
March 23, 2017
Daylite, my main organization tool
Daylite is probably the software I use the most, both in its desktop and mobile versions. It helps organizing my whole life should I say, both professional and personal. My multiple activities require a very tight management of tasks, contacts and schedule. Daylite allows all of this, and the ease of synchronisation with the mobile app is therefore essential. I am an independent, and use it alone, but I guess it is a good teamwork tool as well.
- Calendar : much more powerful than the basic Apple Calendar, it allows to schedule all kind of meetings, repeated or not, and to link them with contacts, categories or documents. The sync with mobile apps, both on iPhone and iPad, is perfect.
- Contacts : a vital part of the software, as I manage contacts in many categories, and can with Daylite both have them I select only on my iPhone, but have multiple search criteria which are very helpful for my emailing list management for example.
- Tasks : as an independent musician, producer and manager, I have a huge number of tasks to organize and coordinate. This is vital for my activity, and I save a lot of time with Daylite, as everything is with it simple and effective in order to create tasks, link and follow them.
- I still do not use the Project part as much as I could do, even if I tried several times. I think some improvements could be done with the interface, in order to make it more intuitive.
- The software is intented to be used with a US/Canada logic. It would be nice to be able to organize fields in the contacts in a different way, more logical to the different countries it is used in. Each country puts zip codes in different place for example.
- It would also be nice to have the possibility to assign a contact to several categories, and to create sub-categories.
September 12, 2016
Why I'm leaving my old friend, Daylite 5
5 people are tasked with their role in a project by the Creative Director, who is running Daylite Server on his Mac. The employees are notified of their involvement by a task appearing on their calendar. Once a task is complete, the employee checks a box in the Mail extension when sending an email detailing their accomplishment. When an entire project is complete, the Creative Director marks the project as "done." Daylite is very helpful in answering the question, "Hey, where are we on this?"
- Emails can be attached to projects and tasks, helping the user gain background knowledge
- Reports can be produced and printed to be used in Progress Meetings
- Other data such as passwords can be added as Notes to a project
- Project deadlines can be moved easily in Calendar
- We're using Daylite 5 and are soon abandoning it because: a. Daylite 5 is not cloud-based (6, is)
- b. Daylite is for Mac users only, and we need a solution for our whole team
- c. There are many "rabbit holes" that you can go down in submenus that it can be confusing
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About Daylite
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
Categories: Project Management