For other CRM Reviews See here:
Heap Reviewed and Highrise CRM Reviewed.
I just started using Daylite CRM by MarketCircle. I am not using its full capacity, or even coming close to scratching the surface of it. I’m underutilizing it, and I’m working harder than I need to work to get stuff done, and that’s no fault of the software. This is a patial review of the first month. I think it takes a couple months to figure out how to use a CRM, and for now, I’m on Daylite. I refuse to put up with web speeds for my CRM, and I refuse to put up with
For now, let’s take it and look at what it is and can do.
It’s a CRM that’s meant to share in a mac environment, in a real way. Multiple users can simultaneously access and modify the same database, and it has a fair degree of customization that you can do. It stores the important fields by default, and it has other fields that the user can define. It creates activity series and, once set up, this works PRETTY well. It can be used to relatvely efficently create documents with Mail, Word, & Pages, and that’s important for a mac. It’ll do your mail merges. With the exception of automated webforms, this has all the basics for a salesperson oriented CRM–and webforms aren’t that important to me. (If the Market Circle people show me webforms, go for it).
What it does right: Hotkeys, rightclicks and customization. I do wish that it had an ACT style “contact layout” mode, but I can get to anything I want via a lookup/hotkey that I can set for myself. So, if I want to schedule an activity series, I can do it. I can also have just a twitter address as a point of contact and have “get info” as a category, where I can move people in and out of that “ID/STATUS” (Act! style) at will.
The things I dislike: hot email addresses. I when I click on someone’s email address, OPEN MAIL AND SEND AN EMAIL. When I right click on a contact, GIVE ME MY OPTIONS. I wanna be able to email contact, schedule a TODO with the contact. You can do it when you view the contact in a LIST, but you can’t do it in the screen that looks like this:
I right click? Nothing happens but the normal mac stuff. Stupid oversight, hopefully they’ll correct it.
Same deal with email address. I should be able to hotkey launch MAIL to send an email from that view.
This sounds negative. It’s not meant to be, I think that Daylite CRM is a good start. When the interface comes around to match the features, then it’s a great start. They need webforms, and a half decent interface and then they are done, and can fine tune.
My fantasy is to be able to right click on a twitter name, have it get sucked into my CRM, and then have it get scheduled.
More soon–gotta actually get some work done.
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