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.
Jim from Champions Printing & Publishing, Inc.
Employees number: 11-50 employees
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."
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.
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.
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
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.
The only difficulty is getting staff to keep all contacts up to date.
Try it with the free 30 day trial and you will find it is great.
Michael from Living Truth
The product is quite configurable and the design is well thought out and creative.
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.
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
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.
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.
Download the 30 day trial. I think you'll be impressed with Daylite.
Pam from Remax Cherry Creek
Specialty: Real Estate
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.
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.
See if you can do a trial period to get used to using it.
Lisa from RE/MAX
Specialty: Real Estate
Love that it syncs with all devices and works on Apple.
Sometimes have syncing issues between devices, and it's not easy to figure out. Wish that tech support had a chat feature.
Its one of the few Apple based CRM products. Easy to do as much or as little as you want.
Christopher from Tamms Law Office, LLC
The software is intuitive and easy to use. The iOS companion apps are especially useful on the go.
There is sparse documentation regarding the more advanced features of the product. Daylite has very powerful features, but they are not necessarily publicized by the company's literature.
It's importent to have a community of users who are willing to share information regarding the product due to lack of centralized documentation.
Katy from The Bridge Team at RE/MAX of Cherry Creek
Specialty: Real Estate
It's a Mac-based product and is very intuitive and easy to use.
There are lots of updates. Each time there is an update, I have to manually update each computer, which takes time.
It's easy to use. The transition from our old system to this was pretty seamless.
Christine from American Solutions for Business
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!
I wish the updates for newer versions were less expensive.
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
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.
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.
If you get confused when using, go to the MarketCircle website to view their helpful tutorials.
Hendrik from Global Brain Works
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.
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.
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
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!
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!
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!