Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management.

When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love. I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle! This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship. It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”

When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated. Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer.

I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.

It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

I run everything on Daylite. I couldn’t imagine life without it

Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management. The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.

It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.

Daylite is user friendly with many customizable functions which suit our business well. The task system keeps us on track and nothing gets lost in the shuffle. We also are utilizing the activity sets to create systems and projects for workflow. Daylite will enable a new untrained employee to enter into our business and take care of our clients easily Some much information is captured and stored in a sensible manner, it creates a continuum of customer service.

At times, there are too many reminder boxes popping up on screen. It would be beneficial if we could like directly to the companies with who we do business, rather than logging on another screen.

It’s truly helped me take a unified approach to my tasks, projects, and communications

The customer support really treats this like a software that is integral to your business.

I think they could really benefit from exploring a Facebook integration to keep track of people I interact with on Facebook without a lengthy contact creation process for each person.

I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.

It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent. It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below). Daylite does an excellent job of tracking individual events for each Person.

While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting. Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads? The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer. Piplelines proved too clunky.

Does a good job and would have been used further when we did not have to close company.

Easy to install and use. Good integration with other tools (i.e. accounting) and mobile availability.

For a small company it seems to be much more than we just need to have. So many of the available features could not have been used.

Pretty intuitive with a short learning curve

Terminology is different to ours so we changed

Flexibility and many features, versatile links between objects, hybride technology (cloud and on premise)

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players.

I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.

The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go. Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%! So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand..... LOVE WHAT I DO!!!

GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.

I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.

Already described

Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly". Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!

I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects. Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.

There are many Real Estate CRM offerings but most are just tracking how many times a client connection is made and using predesigned templates that often look and feel like exactly what they are - computer generated communications that are have a high probability of being filtered into junk mail. These programs are expensive if one looks at what they provide versus Daylite and as we know having multiple tracking programs and calendars is is not good time management and results in habits not being formed to ensure success. Daylite is the best CRM I have used since these types of programs came into being.

I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.

Taking the time to maximize my use of forms and other templates that could improve my productivity

Self organisation

Best fetaures: - Apple Mail Integration - Cloud Service / App syncing - The possibility to link everything with everything Daylite is a great program to collect documents, correspondence and all information about daily office stuff. The timeline helps me a lot to organice my self and supports me a lot to find old documents and correspondence. The biggest benefit is the App to access the informations from everywhere. The worklist is a big feature for my daily task management and helps me to not forget important stuff.

The update mentality is a shame. No worries, but in my feeling Marketcirle is very slow in development. The calendar is a mess. Without the integration in Apple calendar the Daylite calendar would not usable for me. The task and project management is okay but had lots off oppertunitys to become better. Tools like Thinks or Omnifocus are much better than Daylite. The document management could be either more functional and should more functions provide to organice. The iPhone / iPad app stands still in development. You should integrate more functions from the desktop version for example like Groups. The design from all Applications are very old school and need a refresh.

The biggest benefit for me is that I juggle 10-20 transactions at a time and I don't have to keep a million details in my head. It also provides a place for my brokers to look when they have questions about a transaction, current or past.

I work on a team, coordinating transactions for 4 brokers as well as assisting with various projects ranging from social media content creation to client events. Daylite offers one place to hold details and to track tasks. Transactions are Opportunities and everything else is a Project. Attaching emails is easy and super useful. Contacts we use over and over again only have to be entered once. No one on my team has to keep a million details in their head so it helps us all stay on the same page. Now that we have switched to the cloud its faster, more reliable, and I've been able to install it at home so working remotely is seamless.

Daylite mail assistant for iphone/ipad has been needed for years. Also really wish I could copy and paste multiple fields from people or company records.

As mentioned above we run virtually the entire business outside of financial accounting on Daylite. We have been able to adapt Daylite to our operation and visa versa to create one software environment for the entire business. With Daylite we, Quote, Project Manage, Manage Contracts, Perform Plant Maintenance, Correspond, Email, Manage and Schedule Sales, Keep diary records, Keep and share company specific information among the workforce, manage employees, perform all of our safety management requirement, perfume quality assurance management requirements.

• Available on all devices, iPhones, iPads, MacBooks and iMacs • Cloud access all over the world at any time. • Very Broad and wide reaching functionality • The ability to customise the software to suit our operation, we have been able to manage almost every aspect of our business, CRM, Safety, Quality, Quoting, Contracts, Maintenance, Correspondence, Email Integration.

There really is not much to mention here....

See PROS . . . it tells it all!

I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider.

There is nothing that I like "least" about Daylite

Systematic integration of information technology. Can be used in a variety of circumstances from professional storage information to family documents.

Allows me to store all my contact communications and relationships to me so that I can efficiently respond to any questions as well as send out notices. For example I have a patient category that I can send group communications regarding treatments and government subsidies as well as I can send group emails to other traders regarding our outcomes. The program does a lot to systematize the information provided over the Internet and as such is a very valuable if not essential hub of my business. I am particularly appreciative of the support that I get which includes staff logging on and showing me on my computer what I need to do.

I have been using Daylite for several years now and have become accustomed to working with it. Difficulties have arisen typically in synchronizing the Daylite database with other programs such as Apple Mail.

Daylite has contributed to the growth of our agency, allowing us to scale our systems, increase workload and manage execution with consistent quality and reliability. It's been essential to our success.

Daylite is a powerful piece of off-the-shelf software that helps us book and schedule projects, track new business opportunities, and manage workflow effortlessly in real-time, with full visibility for all team members.

Daylite didn't have the resource planning capabilities we needed, so we had to adopt a separate tool for that purpose.

It's the hub and backbone of how we do business everyday. It helps internal communication to be effective and efficient. Daylite being the hub on all information related to projects and opportunities, eliminates wrong information since everyone on the team is looking at the same up-to date information.

Ability for a business to work together as a work-group and team. All key information in one place and ready to use on all your apple devices. Searching and finding your data is fast! Now with Daylite Cloud and integration with other could services, the functionality expands to new heights.

Contact information from email signatures must be entered manually into a Daylite contact. This should be automated. Having the ability to have 'outline' format in Notes would be great! Phone app sometimes continues to remind you of appointments that have been cancelled or deleted.

I am using Daylite to manage software development projects with tasks and communications which are mostly not sales related. The flexibility and ease of configuration make it an ideal tool, even for this unintended use. I went from an inbox with 250+ red flagged e-mail notifications for various project issues, diagnostic reports and inquiries, to zero in less than half a day. Now the mess of flagged e-mails is categorized, assigned to project and tasks with priorities and keywords. The best part is that it only takes a few seconds to do the same for any new e-mail which allows me to keep my inbox clear without interrupting what I am doing or loosing track of important communications in a sea of less relevant information.

Daylite is a superb application which should be used as an example to developers on how to create a complex applications which are user friendly and easy to use without being dumbed down for power users. Excellent integration with Apple mail makes processing incoming e-mails into Daylite take only a few seconds.

Due to its incredibly full feature set it creates an impression that it is complex to configure for specific use which is not at all the case.

I keep track of everything and have done so for over 17 years. Run all my business through Daylite. Keep my complete calendar in Daylite. Have used it with multiple partners over the years to track projects from start to finish. The best application for business and life.

It just works and is super reliable. Never lost any information in over 17 years of daily use.

It could be integrated into the OS better but a minor issue.