I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting.
#Daylite mail assistant software#
It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. 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. I really couldn't live without this product. 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 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. Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version
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. 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. 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. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Overall I am a Daylite addict and evangelist! PROSĪwesome user interface, integration into MacOS environment (e.g. 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. While the layered stack architecture will allow enormous customisation - you really need a coders help. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g.
There are a range of readily available and easily installable developer add-ons (e.g. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM 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. For small business operators that is really useful. It provides a wide CRM feature set and integrates aspects of project and time management. I have been using Daylite since v2 (now v6 and cloud based).
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