Daylite Software


 

Daylite from Marketcircle, Inc. enables users to manage many business aspects from a single application. It prioritizes projects and opportunities to provide visibility over short and long-term goals of the company, then organizes and connects these objectives to daily activities such as managing contacts, notes, emails, task lists and schedules.

Integration with Mail for MacOS allows emails to be saved as history as well as converted into actionable items like tasks and appointments directly from the email window. History is catalogued for each record and displayed as a timeline of interactions that also includes calls, appointments, tasks and notes.

Both projects and sales opportunities can be managed within Daylite. It tracks potential sales in addition to progress on projects by milestone and assigns tasks for each user involved.

Daylite is suitable for legal, consulting, real estate, financial, design, technology and sales businesses.

 

Daylite - Home
 
  • Daylite - Home
    Home
  • Daylite - Calendar
    Calendar
  • Daylite - Contacts
    Contacts
  • Daylite - Objectives
    Objectives
  • Daylite - Mobile Friendly
    Mobile Friendly
  • Daylite - Appointments
    Appointments
Supported Operating System(s):
Mac OS

48 Reviews of Daylite

 

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Software Advice Reviews (21)
More Reviews (27)

Showing 1-20 of 21

robin from Kosson Talent
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Very Robust System for Small Business---But you Have to Put the Work In

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

Cons

It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software

 
 

Vali from Sorell Engineering, Inc.
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Review of Daylite V6.0

Ease-of-use

Functionality

Product Quality

Value for Money

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N/A

For a novice, it was difficult to understand how CRM software works. Though the tutorial covers the basic of CRM, many of the steps are based on a previous version of the software, so it was confusing.
However, the basics are very logical and easy to follow. I still need to more fully understand the less commonly used features, but I feel comfortable enough with the software to use it on a regular basis for all my CRM needs.

Pros

Consistent interface across the multiple features.

Cons

Using some of the features are restrictive and don't work for me. For example, the choices within the category, type, state, etc. don't provide choices that make sense in the context in which I use them; if there is a way to change them and make them specific to my needs, it was not made clear from the documentation.

 
 

Ameleah from Gst Stairs
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

People management along with project management

Ease-of-use

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Daylite provides options to manage the people as well as the projects. I can manage and see all info related to our team members and which projects they are assigned to. It helps me managing the resources for new projects.

Advice to Others

Managing project resources have been easy using daylite.

 
 

Nicole from ITHACA
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Colorful activity sheet helps out

Ease-of-use

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N/A

Daylite helps with managing productivity from our team. The colorful activity sheet is easy to review and is helpful. It helps us managing all company projects and assign to the right team member.

Advice to Others

Good looking statistics and dashboard.

 
 

Neha from Themis Medicare
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Single application for managing all project activities

Ease-of-use

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Daylite provides a single application for managing all project related activities. All projects can be managed within this and users can easily see the assigned activities within their projects. Dashboard provides a quick summary of to-do list for the day. Calendar feature helps to review the timeline and milestone.

Advice to Others

Managing projects has became better using daylite.

 
 

Austin from IdealU
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Improved integration with Mac OS

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N/A

Working on my MacOS have been easier with Daylite application. The app works great and is easy to use. Managing office projects with Daylite works well and reports can be extracted easily.

 
 

Matt from IdealU
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Easy to use application

Ease-of-use

Functionality

Product Quality

Customer Support

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We have found Daylite to be an easy to use App for our team here. The project team relies completely on this system to manage their projects. It has been a core part of our delivery team and we can't stay without Daylite.

Advice to Others

Good tool to be used as it contributes towards the success of the projects.

 
 

Alan from Ftech int.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Project timeline matters with Daylite

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N/A

It helps us managing and keeping timeline of projects. Easy to scheduled tasks and the timelines using the dashboard tools.

 
 

David from David Reid (web design)
Specialty: Other services
Number of employees: 1 employee Employees number: 1 employee

December 2016

December 2016

Using Daylite (and replacing the rest)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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In the past I have tried a number of software solutions. I've used other CRM's along with TODO list apps. Daylite allows me to keep everything in one place and basically use just one app for managing relationships as well as email (on my desktop), projects, tasks, my calendar and more. No more jumping from one app to another - it's all here. Basically every bit of information about a client can be linked. The forms and reports are incredibly useful and it's the only CRM I have found that allows me to link and show important items in my Apple Calendar (without having to use Google Calendar.) Now scheduling is a breeze.

Pros

I love the integration. When using the desktop app I can link everything and see the relationships right away. I use it as a smart contact list, a project planner, a reminder system - and even very simple finance tracking. The learning curve has been fairly easy and I have to be honest, I appreciate Marketcircle's videos as well as the user guide when I get stuck.

Cons

The only 'wish list' item I have is for Daylite's mobile app to allow linking incoming emails with contacts and organizations. Other than that I can't think of anything else I want it to do.

Advice to Others

Daylite is a Mac only app - but if you're a Mac user this is the CRM to take a serious look at.

 
 

Darren from TrinityP3
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

An very easy to use workflow / project / relationship management system for Mac OS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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We have been using an automated marketing system to generate leads through our online inbound marketing, but the conversion of leads into projects and the management of the delivery of the projects was ad hoc and disjointed. We decided to implement Daylite as most of the consultant base was mac OS users either laptop, iPad or iPhone. The system provides us with a single end to end solution from lead to invoicing and everything in between meaning it is something you find yourself using every day.

Pros

Very easy to use interface and comprehensive collections of data to manage leads out of Sharpspring and then track and manage those leads through conversion, project delivery and invoicing. It provides us with an end to end solution to manage our resources, costs and customers.

Cons

Not all of the team has Mac OS, except on their phones. This becomes a limitation.

 
 

Jim from Champions Printing & Publishing, Inc.
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2016

October 2016

Daylite 6

Ease-of-use

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N/A

Overall, Daylite 6 seems to be just the ticket for our size company and my particular needs. They have a ton of training videos, although I think they are a little to generic. As a first time CRM user, I had a hard time getting my head wrapped around the "what's the first step to take in getting started" part, but since I have been working it for about 8 weeks now it is starting to make more sense. They should do a video entitled, "Here's how to begin using Daylite."

Pros

I like the way it integrates with Mac Mail, Calendar, and Contacts and ties them all together, and especially like the Projects segment, although it too, needs a better tutorial.

Cons

Wish the difference between Tasks and Wordlist items was a little better defined, and the section on Opportunities. Also a way to have better view of "what I've got in the works" would be helpful.... to see it in almost more a calendar, or list view would be good, although maybe that I just haven't gotten there yet. Bottom line is I'm still going month-to-month until I see if this is the one.

Advice to Others

Try it out on the trial and then go month-to-month, it takes a couple months of working with it, getting it all down to really evaluate it's effectiveness for your sales.

 
 

Syd from AustAsia Group
Specialty: Other services

September 2016

September 2016

A great product. Great value for the price.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Likes Best

Functionality is great. Able to easily operate for 100 staff members on projects and time management and to manage 10,000 contacts. Direct filing of emails from Apple Mail to client contacts and projects. Great training aids, videos. able to be implemented across diverse sectors of the business.

Likes Least

The only difficulty is getting staff to keep all contacts up to date.

Recommendations

Try it with the free 30 day trial and you will find it is great.

 
 

Michael from Living Truth
Specialty: Non-Profit

July 2016

July 2016

Daylite = worth checking out but buggy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Likes Best

The product is quite configurable and the design is well thought out and creative.

Likes Least

The software, especially iOS software but Mac included, crashes all too often. The night side is that I have not lost any data due to a crash. Their tech support seems to try to be helpful, but problems seem to take a really long time to get resolved.

Recommendations

All in all I recommend trying this out- even with the software bugs, when it works it works very well and is superior to many other CRM software in the market.

 
 

Donovan from Dikaio Design
Specialty: Advertising

May 2016

May 2016

Daylite 6 is Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

Daylite is extremely fast and responsive, transitioning from a web based CRM to a native CRM on OSX has been a great experience for us.

Likes Least

The only problem I've had with Daylite in the past is licenses would stop working and that would create problems with other users trying to connect to the database. The problem no longer exists with Daylite 6.

The biggest problem I see with daylite is with plugins, you left with having to deal with companies like IOSExpert who make plugins for daylite. This company is based in Germany and rarely responds to support inquiries even being a paid subscriber of the product and a paid support user. Daylite needs to have a list of supported plugins that either they design or sign off with as a complete compatible plugin but as is we're left with dealing with awful support and mediocre plugins from developers like iOSXpert.

Recommendations

Download the 30 day trial. I think you'll be impressed with Daylite.

 
 

Pam from Remax Cherry Creek
Specialty: Real Estate

April 2015

April 2015

Daylite is very easy to navigate.

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N/A

Likes Best

The Calender is so easy to use. I can keep track of not only my calender, but also the calenders of my team mates so I can keep in touch with their schedules when they are out of the office. I really like being able to add all of my contacts and keep them in one place with easy access with my mobile phone.

Likes Least

Nothing I don't really like, I wish I could learn all that it can do. I get stuck just using the applications I already know how to use.

Recommendations

See if you can do a trial period to get used to using it.

 
 

Lisa from RE/MAX
Specialty: Real Estate

March 2015

March 2015

Great CRM system for Apple users in Real Estate

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

Love that it syncs with all devices and works on Apple.

Likes Least

Sometimes have syncing issues between devices, and it's not easy to figure out. Wish that tech support had a chat feature.

Recommendations

Its one of the few Apple based CRM products. Easy to do as much or as little as you want.

 
 

Katy from The Bridge Team at RE/MAX of Cherry Creek
Specialty: Real Estate

March 2015

March 2015

Great Real Estate CRM and transaction management system

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

It's a Mac-based product and is very intuitive and easy to use.

Likes Least

There are lots of updates. Each time there is an update, I have to manually update each computer, which takes time.

Recommendations

It's easy to use. The transition from our old system to this was pretty seamless.

 
 

Christine from American Solutions for Business
Specialty: Other

March 2015

March 2015

I use Daylite as a Customer Resource Management to keep ahead.

Ease-of-use

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Product Quality

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Likes Best

Daylite makes everything so much easier to find. It organizes everything together for each customer. There’s a lifecycle for an order. Daylite keeps the whole lifecycle in one place where I can find it, whether I am in the office or in my car. It seamlessly syncs with my mobile devices and computers which is unbelievably helpful.
Daylite Mail Assistant is the best function, because I do almost everything by e-mail or phone, and now I can attach the correspondence to the project I’m working on. I also like that I can add so many things on the fly. I add keywords with the PO number and link it to my customer’s name and vendor name for whatever item I’m ordering. I can put the date in for forecasting so I know when I need to order again. Before Daylite, I had to do that manually or write a report in Excel and pick things off a report, which wasn’t fun!

Likes Least

I wish the updates for newer versions were less expensive.

Recommendations

Use the trial version. If needed, ask for an extension. Ensure the software is compatible with your current configurations/computers/operating software.

Get references from current users.

 
 

Celest from How to Pay for College HQ
Specialty: Education

March 2015

March 2015

Great CRM Software for the Mac!

Ease-of-use

Functionality

Product Quality

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Ease-of-use
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N/A

Likes Best

They provide excellent Video tutorials to help understand how to use the software, which in turn keeps me on track and on schedule with my clients. It also syncs across multiple platforms. I have Daylite on two computers and my iPhone, and regardless of where I enter the information, the data is synced across the platforms.

Likes Least

There is so much functionality, and I am sure that I am only scraping the surface of its capabilities. I wish I had time to dive into to learn more about the product.

Recommendations

If you get confused when using, go to the MarketCircle website to view their helpful tutorials.

 
 

Hendrik from Global Brain Works
Specialty: Consulting

January 2015

January 2015

Smart and flexible CRM solution for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

Daylite is the most sophisticated CRM solution available if you work in an Apple environment. I have been using Daylite for over 5 years and Marketcircle has been committed to continuously develop the platform and connect all mobile devices, making it accessible from everywhere.

Likes Least

The database server needs more detailed instructions about users and syntonization with Daylite instances on other Mac machines. This has improved over time, but still needs work to make it Apple easy.

Recommendations

Evaluate your business process first and document what you are trying to accomplish with a CRM package. Daylite offers different packages for different business scenarios. So, you can concentrate on customizing the setup for your needs instead of worrying about the technical infrastructure.