Daylite Software


 

Daylite from Marketcircle, Inc. is designed to improve productivity and efficiency by allowing users to manage the many aspects of their business from a single application. It prioritizes projects and opportunities to provide greater visibility over short and long-term goals of the company, then organizes and connects these objectives to the things people do each day like: managing contacts, notes, emails, task lists, and schedules.

Daylite is an installed application made for the Mac; this means better integration with OS applications like Mail, Contacts, & Calendars; syncing with apps on iPhones and iPads; and, with offline capability, users can work remotely with or without internet access.

Integration with Mail allows emails to be saved as history as well as being 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 include, calls, appointments, tasks and notes. These interactions are linked together for richer context.

We really like that both projects and sales opportunities can be managed within Daylite. It tracks potential sales so that management has a better view what’s moving through the sales pipeline, in addition to progress on projects by milestone, and tasks for each of the users involved. Automated reminders prevent important follow-ups from slipping through the cracks.

Daylite provides advanced reporting and data to make smarter decisions about the business. It’s a great fit for those in legal, consulting, real estate, financial, design, technology, and sales.

 

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

37 Reviews of Daylite

 
Software Advice Reviews (13)
More Reviews (24)

Showing 1-13 of 13

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

Using Daylite (and replacing the rest)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

 
 

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

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

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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.

 
 

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

Daylite 6

Ease-of-use

Functionality

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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.

 
 

from AustAsia Group
Specialty: Other services

A great product. Great value for the price.

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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.

 
 

from Living Truth
Specialty: Non-Profit

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.

 
 

from Dikaio Design
Specialty: Advertising

Daylite 6 is Fantastic

Ease-of-use

Functionality

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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.

 
 

from Remax Cherry Creek
Specialty: Real Estate

Daylite is very easy to navigate.

Ease-of-use

Functionality

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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.

 
 

from RE/MAX
Specialty: Real Estate

Great CRM system for Apple users in Real Estate

Ease-of-use

Functionality

Product Quality

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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.

 
 

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

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.

 
 

from American Solutions for Business
Specialty: Other

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

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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.

 
 

from How to Pay for College HQ
Specialty: Education

Great CRM Software for the Mac!

Ease-of-use

Functionality

Product Quality

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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.

 
 

from Global Brain Works
Specialty: Consulting

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.

 
 

from Fuller Land & Development
Specialty: Real Estate

Time consuming but helpful

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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!

 
 
 
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