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

53 Reviews of Daylite

 

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Software Advice Reviews (17)
More Reviews (36)

Showing 1-17 of 17

Eric from Tracan Electronics Corporation
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Get Product For The Apple Centric Environment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Daylite manages customers, accounts opportunities with ease. Tightly coupled integration with Apple Mail and calendaring functions make it a seamless product that delivers results. It has depth and many time saving features as result of this tightly coupled nature of the Apple only ecosystem. It is this point where the challenge to Daylite exists, not the product but having the customer convert from a non-Apple platform to a Apple based computing infrastructure. The barriers of cost outside of Daylite are not insignificant, but the good news is that this cost barrier is becoming less over time and most users would be happy to move to an Apple based product.

Pros

Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths
Easy to create sales processes
Find anything instantly with database wide searching.
Easy to integrate with supported 3rd party applications such as bulk mailers

Cons

Single platform support - Apple Only. (Including no Web Portal Interface)

 
 

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

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

Customer Support
N/A
Value for Money

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.

 
 

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

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

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

Cons

Would like to have a chrome extension which can notify desktop notifications for new tasks assigned

 
 

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

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

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

Functionality

Product Quality

Customer Support
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

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

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

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.

Ease-of-use

Functionality

Product Quality

Customer Support
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

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

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

Functionality

Product Quality

Customer Support

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

Customer Support
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

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.

 
 

Annette from Fuller Land & Development
Specialty: Real Estate

January 2015

January 2015

Time consuming but helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the pipeline and the overview of your projects and opportunities that it gives you. It really helps to stay on top and avoid an unexpected slow time. It's a great tool for managing your customers and projects!

Likes Least

It takes a lot of time and discipline to enter all the important information into the program and many can't be just imported. You also can't save attachments with emails. Even though it is made for the Mac, it isn't as intuitive to use as Mac software usually is!

Recommendations

They offer a lot of information, tutors, and trial periods, and I would check if this software works for you, and try it out before you buy it!

 
 
 
Showing 1-20 of 36

Jeff from Berkshire Payment Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Designed for Mac to really meet the contact needs of my small business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Unified my goals and task management to move my business forward.

Pros

The integration to OS /iOS is nearly flawless and well maintained with virtually no downtime. Updates always stay ahead of the curve unlike other CRM solutions. Functionally you could not ask for more: Contact, Calendar, Task, Objectives along with contact history all in one place.

Cons

Index within contacts on iOS (IPhone especially) would be a big plus. Once you have a lot of contacts it's difficult to scroll.

Source: Capterra
 

Jill from Strategic Consulting Group
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Excellent in keeping up with clients / tasks, everything

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Productivity / organization

Pros

Ease of use, integration with mail, very intuitive and comprehensive. Also, customer service is exceptional. They get back to you quickly and are always responsive.

Cons

The only thing that I can think of (and it isn't that important) is that I have multiple clients with the same company name and it is difficult to sometimes determine which company a person actually goes with

Source: Capterra
 

Tuey from Carmel Creative
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Daylite has transformed the way we work, helped us to close more business and better manage projects

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Please read my survey results that I just submitted as it answers this question in depth.

Pros

Daylite is robust but not overly complicated. The customization aspect is excellent. 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. 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.

We also integrate Merlin Project into the larger projects and it's compatibility is excellent. 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. 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.

Honestly, Daylite is a game-changer. Congratulations on all that you have accomplished and we look forward to continued roll-outs and developments.

Cons

Need to continue improving Apple mail to Daylite and it would be great to have a slack-like messaging component. Probably the biggest 'want' is the ability to output to word and excel in some capacity. Daylite will output to excel in a very limited fashion - it works, but it could be smoother. I realize that this 'ask' would probably require licensing from Microsoft in some capacity and it may be cost prohibitive.

Otherwise, Daylite is a fantastic platform for Apple shops. We have been using it since 2012.

Source: Capterra
 

Ben from Industrial machinery sales
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Many years user. Very good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organise my contacts

Pros

Works with mac mail with their DMI.
Does everything I need and more. Good feature and usage for filters.

Cons

Needs better pipe line view and usage.
Needs integrated geo map feature.
DMI needs an easy email reminder feature so you dont forget about an email you need an answer on
Needs a better way to extract company info from the web, linked in etc

Source: Capterra
 

Liam from Liam G. Bath Law Corporation
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Powerful software suite for organising my business, though a bit intimidating at first.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organises my business, tracks my calendar appointments, leads, and contacts, and just generally improves the experience of running my business. I've tried law-specific practice management solutions in the past, and Daylite blows them out of the water.

Pros

Feature rich, integrates natively into OSX (including calendars and contacts). Basic features are intuitive and easy to learn.

Cons

There's a lot to this program, and not all of it quite jumps off the page. A more robust setup wizard would be nice, as well as some more preset connections and such for a wider variety of business types (even a searchable repository of these on MarketCircle's website would be great).

Integrations with non-OSX services also leaves a bit to be desired. Zapier functionality is pretty limited, and it can be tough to get that information out of the program into others.

Source: Capterra
 

Lee from Native Realities LLC

June 2017

June 2017

I have been a Daylite user for almost 10 years and they continue to make their product better.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

GREAT, GREAT, GREAT CRM! Enjoy the user interface and the continued expansions that make the program better and better.

Cons

No direct calendar integration (on the Apple Watch). I get announcements but not the actual calendar parts.

Source: Capterra
 

David from David L. Leon, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

Excellent value and pricing model

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organization of files, emails, calendars and contacts into one centralized location. It's also easy to share data between users.

Pros

Highly polished interface, good tech support, non-subscription model available, ease of organizing emails with other docs

Cons

I wish Billings and Daylite were one single program so that I could do billing within Daylite and not have to switch back and forth.

Source: Capterra
 

Luc from Ordre des arpenteurs-géomètres du Québec
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

This software boost my productivity 10 fold

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm more productive

Pros

- the way all my information is linked
- the search engine is powerful, I can find the info I need easily
- user friendly, don't need to read the user manual before being able to use it
- great customer service

Cons

- the lack of (free) detailed references to learn how to customize my reports
- no possibilities to change the font size in the different windows

Source: Capterra
 

Max from Coldwell Banker Residential Brokerage

March 2017

March 2017

Great product...keeps us on top of our business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We love it...simply love it!!! Daylite keeps all of our information right at our fingertips and keeps us all on the same page to make sure we are able to deliver excellent customer service, each and every time.

Source: Capterra
 

Jenson from Remedy Books

January 2017

January 2017

Daylite has unfixed bugs and weak functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Anymore, there are simply better CRM programs for a Mac. A few years ago, Daylite was the best of the worst. The software and app were full of bugs and complicated tech solutions to ensure data synced. I had this weird bug where my tasks would not delete and Daylite support knew the problem existed for customers but forced people to upgrade to a newer version instead of fixing the bug. It's an overall wonky system for an expensive price, and that was fine 5 years ago but better software and apps now fill the market for CRMs.

Source: Capterra
 

Jason from JDGray Group LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Best Mac CRM available

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My use case: small consulting firm that has been in business for 3 years. 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.

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. 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.

Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. The data is in the cloud, but the application sits on my machine. This allows for the excellent reliability and off-line usability of a desktop application with the security, standardization, and data-recovery benefits of the cloud.

Obviously, because it is Mac-only, I can't get a seat for one of my partners/contractors unless either they or I am willing to invest to get them into the Apple ecosystem. Not a problem internally for my company, but it is a limitation that can best be described as the blessing and curse of Daylite. I am certain that if it was a web-based or cross-platform software, it would not integrate as tightly and there would be more performance issues. Its not something that I consider a fatal flaw as I am fully invested in the Apple ecosystem, but is a limitation for scalability.

In the few instances where I have had a support issue come up, I'd place MarketCircle's support team right at the top of software support teams that I have ever dealt with. They spend the time necessary to understand the problem, find the solution, and communicate fully and quickly. What more can you ask for?

If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough.

Pros

It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much.

Cons

The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation.

Advice to Others

If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough.

Source: Capterra
 

Howard from The Holtzman Team
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Best Information Manager Available

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Daylite since 2004 and it has been a great asset to our business. Specificity there is no better way to keep track of your relationships.

The only thing we would like to see, is an easier way to track Text Messages.

Pros

Great customer support.

Cons

A bit slow to come up with new functionality.

Advice to Others

I highly recommend Marketcircle's Cloud Service

Source: Capterra
 

Michael from MichaelPrager.com

December 2016

December 2016

Happy customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I don't need to say a lot. I would, and do, recommend Daylite to friends seeking a Mac CRM. I think the product is good, and the support is fantastic.

Source: Capterra
 

Andrius from SMRS

December 2016

December 2016

Great CRM for SMEs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been using Daylite for all our marketing activities as a CRM and it has been fantastic! Probably the best thing about it is its functionality and features - every company can mould it to its needs and make it as simple or as complex. The only thing that could be improved is customer support, since the company is based in the US, it lacks timely support for Europe-based companies.

Source: Capterra
 

Max from OCcollective

December 2016

December 2016

Unique and effective

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great product but it does have some functionality issues and isn't as effective as it should be via mobile device.

Source: Capterra
 

Patrick from BE NY

December 2016

December 2016

Great product & excellent service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

After 2 years of use, I cannot imagin my biz without Daylite. Very user friendly, great tech support and great add ons avaible from iOS xpert.

Source: Capterra
 

Sara from Digits Discourse
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

My workflow nirvana

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've used Daylite for many years (long enough to remember how excited I was when Daylite Touch came out) and although the set-up took some brainstorming/planning because there is a myriad of possibilities for workflow management, it was well worth the investment. This product is versatile, robust and accommodating. I use it primarily for GTD and project planning for my accounting practice. It is my one-stop shop for organizing my time, tasks and deliverables. The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then. I cannot imagine my practice without Daylite.

Pros

Flexibility, endless set-up possibilities, offline access, task management abilities (keywording is awesome)

Cons

not being able to have activity tasks auto-start at a certain date without setting up a task as a reminder

Advice to Others

It is definitely a more steep than average learning curve but well worth it in the end to spend the time.

Source: Capterra
 

Gregory from UCSD FDC

November 2016

November 2016

A wonderful mac and ios CRM.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The app is a great tool for shared colloboration, with an easy to use shared contacts, objectives, calendar and tasks list. For a sales team, this is an excellent tool for keeping all members working off one database. The app syncs a copy locally, so you can work offlien as well.

Pros

This app is being used to track leads, and tasks associated with the leads.

Cons

Custom reporting is a little difficult to setup, but hopefulyl you have an admin or analyst who will set it, and you wont need to touch it again.

Source: Capterra
 

Rahim from RahimZMohamed.com

November 2015

November 2015

Life Changer

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Using Daylite and the accompanying apps has really enhanced my productivity and helped me manage my time better. With almost all my communications and new business coming through my email accounts, Daylite Mail Assistant can help me organize my business and personal life all from Apple Mail. I can keep track of emails, notes, tasks associated with projects, tasks and meetings and plan for the future to ensure I am making the most of my time each day.

Highly recommend Daylite. Worth every penny.

Source: Capterra
 

Tomas from Changes Music

October 2015

October 2015

A great tool for an independent musician.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Daylite makes it possible for me to handle several international tours and composing and recording projects at the same time. A great tool for an independent musician.

Source: Capterra