#Daylite for mac mac#

Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. Not only was our previous solution almost 3x the cost, it was much more difficult to use, to customize, and to generate employee buy-in to actually use the system. Prior to using Daylite, we ran the Salesforce platform and if you are willing to commit to the Apple/Mac ecosystem, Daylite is simply so much better than anything else that we have tried for the variety of tasks above. We use Daylite for customer relationship management, project & task management, calendar/resource management, as an applicant tracking system for our executive recruitment line of business, opportunity tracking, correspondence, etc. We have been using it since 2012.Д¬omments: My use case: small consulting firm that has been in business for 3 years. Otherwise, Daylite is a fantastic platform for Apple shops. I realize that this 'ask' would probably require licensing from Microsoft in some capacity and it may be cost prohibitive. Daylite will output to excel in a very limited fashion - it works, but it could be smoother. Probably the biggest 'want' is the ability to output to word and excel in some capacity. Congratulations on all that you have accomplished and we look forward to continued roll-outs and developments.Д¬ons: Need to continue improving Apple mail to Daylite and it would be great to have a slack-like messaging component. In fact, I would say that through Daylite, we have come to sell our project management skills and realize this vertical as a profit center for our small company. There is a bit of learning curve but once our team took the time to dig in and get under the hood of the cross functionality, it only made our project management easier. We also integrate Merlin Project into the larger projects and it's compatibility is excellent. I particularly like the option of dragging up the most pressing opportunities and project to the top tool bar and having them right at my fingertips. Our team loves using it for a myriad of reasons including - customization of reports, the plugins from IOSxpert - they are fantastic(!), the mobile version on iphone is completely wired in an user friendly, the new team-view features are superb as we are all able to help deliver on tasks and projects when it counts, the user interface is very clean and organized, the calendar integration with iCal and Google is excellent, the smart lists for projects and opportunities are totally functional and help speed up large scale project accessability while connecting team members.and the list goes on. Pros: Daylite is robust but not overly complicated. 'Daylite has transformed the way we work, helped us to close more business and better manage projects'Д¬omments: Please read my survey results that I just submitted as it answers this question in depth. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. It took a while and several tries before it caught on. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.Д¬ons: The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. I use the pipelines and activity sets to get better and better at my workflows. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I also love the linking capabilities and its interface with my emails. Pros: I love that I can use project management, task management, contact management and scheduling all in one. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. I use it to manage my solo business, so Daylite is my only 'assistant', so with my pipelines and activity sets established, it tells me what to do and when to do it. Comments: I am able to provide a variety of design services with different workflows to my clients.