Daylite for Mac Software

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About Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. Sync with your iPhone and iPad when you’re on the go (or on the couch). Compatible with Big Sur and M1-powered Macs, plus enjoy the new sleek look of Daylite in dark mode. Daylite is designed to work seamlessly with all the Apple features you love: - Integrate with Apple Mail on Mac - Share your Apple Contacts and iCal - Leverage features like Siri & Caller ID on your iPhone - FaceID and TouchID support Unlike other Web-based CRMs that just focus on customer relationships and sales, Daylite takes you through the full customer lifecycle. From meeting pr...

Daylite for Mac Pricing

Daylite is available as a monthly or annual subscription. Pricing varies depends on regions, for more info about Daylite pricing, visit https://www.marketcircle.com/pricing/ Includes free 14-day trial with unlimited features.

Starting price: 

$39.99 per month

Free trial: 

Available

Free version: 

Available

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Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.

Daylite for Mac User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 340 reviews

Anonymous

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

June 2021

An excellent product but incredible service

User Profile

Adrian

Verified reviewer

Company size: 1 employee

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

January 2020

A fully featured and user productive CRM

I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist!

Pros

Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings.

Cons

Some highly technical limitations: - No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome! - Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement. - Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version

Reasons for switching to Daylite for Mac

I started my own business, prefer the Mac environment and could not face the amount of customisation and poor integrations to everyday needs (e.g. email) found in Win10 apps or purely browser/cloud based services. With many disruptive CRMs project no fees, to match the out of the box feature set and productivity of Daylite, you need to subscribe for layers of add-on services. They are not price competitive. There are email add-on solutions which partially work but not with the ease, sophistication or as comprehensively as Daylite & Daylite Mail Integration.

Breanne

Company size: 2-10 employees

Industry: Real Estate

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2021

Game changer for small business

Pros

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Cons

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Reasons for switching to Daylite for Mac

We needed a mac-based program that had a great mobile app and had the ability to customize exactly how we needed.

Response from Marketcircle

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

Replied December 2021

Stuart

Company size: 2-10 employees

Industry: Management Consulting

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

May 2022

Mac Friendly but Poor service

A useful CRM and used for 5 years, but problems cited above became too hard to deal with and issues increased. We are moving to Hubspot now

Pros

sits across IOS and OSX comfortably, integrates a CRM, Calendar and Contacts and sits on desktop as well as cloud

Cons

(i) does not successfully send or receive MS or Google calendar invites consistently (ii) customer service is slow (iii) glitchy and crashes

Reasons for choosing Daylite for Mac

cost and Mac freindly

Response from Marketcircle

Hi Stuart. We're very sorry to hear about your issues with Daylite. Thank you for taking the time to write a review. We deeply appreciate your feedback. Best of luck!

Replied May 2022

Anonymous

Company size: 1 employee

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

January 2020

Improvement over time!

I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.

Pros

I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support.

Cons

It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps.

Reasons for choosing Daylite for Mac

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.

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