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.



264 Reviews of Daylite

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 264 reviews

December 2018

PJ from The Focal Point LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

1 of 5

Customer support

4 of 5

Functionality

2 of 5

December 2018

Daylite is Badly Designed

Terrible

Pros

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Cons

It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Response from Marketcircle of Marketcircle Inc

Replied December 2018

Hi PJ, Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously. We're glad that you know your data and any work you put into Daylite was safe; that's really important to us! We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite. We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

December 2018

Jörgen from Moreware AB

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Perfect for a small team

DayLite helps me and my team stay on top of our daily issues in a way that is better than any tool I have seen or used.

Pros

I have been using DayLite since version 1.x, so you can say that I'm a happy camper. DayLite is so featured rich that there is always a way to solve what you need. The features I make most use of is :
• Task Management where it is fantastic to be able to delegate tasks as well as having full control over what to do and when.
• Mail integration that makes it easy to store mail that are connected to Opportunities or tasks.
• Calendar integration that helps me see who I met where and when.
• Opportunity Management that helps me stay on top of deals and quotas.
• Last but not least - I'm always in sync, I have a local copy of the database no need to be connected to the Internet at all times.
...and much more.

Cons

The possibilities with all features is also a potential risk that you lose your self in the software - so I think it is a good idea to make use of any of the professional consultants that are part of the network. When I started with DayLite I was on my own and I could probably have reached my goals a lot faster with some help.
I also really miss that I can not handle multiple currencies without having to buy an expensive add-on.

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

2 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Powerful and highly customisable multi-function app, but subscription prohibitive for non-commercial

1. My primary contact list, especially for business associates and friends​ globally from my working life. 2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs. 3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.

Pros

Almost infinitely customisable fields, keywords etc. for fast data search and smart lists.
A CRM database, with the added functions of project management and data forms.
Automatic copying of e-mails to companies and people​.
Ability to telephone from the app.
Ability to create templates and forms.
Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example.
Not enough time to list all its amazing features!

Cons

Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use.
Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.

Response from Marketcircle of Marketcircle Inc

Replied December 2018

Hi there, Thanks so much for taking the time to give us your feedback! It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive! If you'd like, we'd love for you to reach out to us at info@marketcircle.com so we can go over pricing with you and find the best option.

November 2018

Edmond from Hillside Parsons

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great CRM for Mac

I've been a DL customer for 7 years. It's a complete package with mobile apps and cloud based. Very expandable and customizable if necessary.

Pros

The cloud based with mobile apps work very smoothly

Cons

Does not have and integrated mass email component. I had to get an add on app.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Hi Edmond. Thanks for sharing a wonderful review of Daylite, and for being such a loyal customer! We would be happy to review the possibilities of an integrated email component. You can also use our API to create a custom integration or use Zapier which has a lot of awesome capabilities.

November 2018

Pierre A from FIS Sports Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Daylite for me

After having investing in Daylite Cloud, I now appreciate having access from everywhere and I feel that my information is now protected

Pros

The access is amazing, from anywhere I can now have access to my information

Cons

The cost...Like anything else we are very price conscious

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Thanks for sharing a wonderful review of Daylite, Pierre! We are so glad you¿re happy to have the ability to access your information from anywhere you are and that you know your data is well-protected!

November 2018

Michael from Vanguard Packaging Corp.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Daylite For Mac

Pros

Daylite is a robust contact management program. It is great for a single user or larger organization with multiple users tracking multiple projects. Any questions or issues are addressed quickly by their customer support team. Not only do they follow up quickly, they follow up days later to insure the problem has been resolved.

Cons

Finding a criticism is tough. I would think one would be that uncompleted tasks do not roll over to the next day automatically. Moving them is easy enough. As a single user I am sure I am not using the full functionality of the program so I would not be able to highlight any underlying annoyances.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Hi Michael, Thank you very much for your review. We appreciate your feedback. Since you feel you might not be getting the full value from Daylite we would love to learn more about how we can help integrate Daylite in your business. Are you interested in setting up a call to discuss your workflow? You can book a time here: https://marketcircle.as.me/aprile

November 2018

Steve from Explico Engineering Company

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Outstanding customer support and ability to customize

Pros

In the Mac world this program has no equal in terms of the flexibility and the power of built in features and the ability to add on modules that your business needs. When you have questions or problems their system for customer support is better than ANY I have ever dealt with inside and out of the software world.

Cons

There is a steep learning curve to get to the full functionality of the product but that does not prevent you from utilizing what you need to begin with and they have great training videos.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Hi Steve, Thank you for taking the time to submit this positive review of Daylite. We appreciate your loyalty as a long time Daylite customer. We understand that the learning curve can be somewhat steep. We are working on improving this for our customers and are hoping to get something out in the near future to help.

November 2018

Dawn from BioSweep Services

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Detailed

It has been great.

Pros

It is complete (no stones left unturned) for building a complete customer and prospect database. I've been on several and this one is the best.

Cons

I'm not a tech person so I guess I would say it can stump sometimes on things that I must learn.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Hi Dawn, Thanks so much for taking the time to give us your feedback! We're glad to hear Daylite has stood out among the other CRMs you've tried. If you'd like, we have several training options you can take a look at that can help you as you get more comfortable. We have webinars you can sign up for that range from beginner to more experienced in difficulty right here: https://www.marketcircle.com/webinars You can also book a call with one of our team members where we offer guidance on workflow, team organization, multi-user functions, and everything else Daylite can help with. If you're interested, you can book a call right here: https://marketcircle.as.me/schedule.php?appointmentType=7510843

November 2018

David from Elkin Insurance

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

5 of 5

November 2018

Love the abilities and the tracking

Pros

keeps up with calls and emails, Easy to use and integrates with apple natively. easy to use and very flexible

Cons

Price for cloud base is high for small shops like mine, instead of buying more licenses for all of our users we share one user and use categories to keep track. If price was lower I would buy more user licenses and fully utilities the capabilities

November 2018

David from Center for the Study of The Great Ideas

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

1 of 5

Customer support

2 of 5

Functionality

4 of 5

November 2018

This company is not to be trusted.

After developing my entire CRM system around Daylite, they switch to a subscription service. It's bait and switch. My data and my system are now being held ransom. The company cannot be trusted. Don't commit yourself or your company to them!

Pros

Daylite has the best feature set available. It connects mail, projects, calendars, and more. One can get a lot done from within this one program.

Cons

Extremely expensive for an individual. I bought the product before they switched to a subscription model. If I want to continue, I must keep paying.

Response from Marketcircle Team of Marketcircle Inc

Replied November 2018

Hi David, Is the price of the subscription your main hesitation for moving away from Daylite? We’d like to work towards having tiered pricing as we understand not everyone gets the same value out of Daylite based on your needs and which features you use /don’t use. Are you open to discussing how you’re using Daylite and figuring out a price point that fits your needs better? Also, with the subscription model your data is always yours. You can switch to the free plan at any time to still access your data in the event you want to stop paying for your subscription. Open to chatting more about this. You can reach out to our Customer Service Team at info@marketcircle.com

November 2018

Meriann from Crawlspace Remediation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Functionality

Daylite helps me get clients information quickly and easily. I can sink the info into other programs that my company uses so that we can keep everything organized.

Pros

It is pretty user friendly. It helps me stay on task and organized for the company.

Cons

The only issue I have is if I enter a "new person" and if any of their information is duplicated from a previous client, such as their address, I would like for it to tell me that before or after I save the new clients information.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Thanks for the review! We're happy to hear you appreciate our integration across apple platforms and that Daylite helps you stay on track!

November 2018

Hans from HRB iConsulting

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Daylite review

95 % of all business with Daylite

Pros

everything is linked and integrated , Mac

Cons

it is not easy to learn, cost payment per year

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Thanks for the review! We are always trying to improve the learning experience and have things in the pipeline coming soon to help.

October 2018

Jeremy from J.Ridout, Portrait Artist

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

October 2018

My staff loves it. Business intelligence is severely lacking.

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.

Pros

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.

Cons

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.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.

October 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Perfect filters and reports

Pros

Our team deals with 100 to 200 persons a day. Daylite is the best CRM for us when it comes to filters, reports, analysis and bulk edits. It easily integrates with all other tools via Zapier.

Cons

It should support Gmail and not just Apple Mail.

Response from Marketcircle of Marketcircle Inc

Replied October 2018

Thanks for the review! We're happy to hear you appreciate our Zapier integrations as well as our features offered within the platform.

September 2018

Tom from Private practice

Company Size: 1 employee

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

September 2018

Daylite excellent CRM small business

Have used it for 10 years

Pros

Interface and customizarion - i can see my most important items right away and can put other things on tabs. Sync with cloud is seamless and ability to use on several devices is a plus

Cons

More sophisticated features very hard to learn — such as projects, pipelines, opportunities. Manual is quite good but complex in these areas.

September 2018

Sylvain from Renovaweb.ca

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

September 2018

A great CRM but needs time to master

A great CRM, a little pricy for a solo preneur as I am, and with dedicated times you can master it.

Pros

Dailylite is a great CRM, many many options and custom possiblities and I like that it is linked to Billings Pro for invoicing and proposals.

Cons

I found this software a little hard to master, and the graphic interface needs more love. A little pricy.

Response from Marketcircle of Marketcircle Inc

Replied October 2018

Thanks for the review! We're glad to hear you appreciate the features we offer in app!

September 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

4 of 5

September 2018

Daylite is Amazing!

Pros

It really helps my eyes relax and adjust to the screen.

Cons

There are not many cons within, it can be irritating that it auto-adjusts by itself at times.

Response from Marketcircle of Marketcircle Inc

Replied November 2018

Thanks for the review! We are happy you enjoy using Daylite and find it so amazing.

August 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

August 2018

Cant go wrong with Daylite

Pros

Being a mac based company, this app works flawlessly for everyone. Being able to pick up a different iOS device on the go and pick up where i left off is awesome.

Cons

I dont like there not being a dedicated email app for the phone. I also wish it had a little online access for third parties without mac

Response from Marketcircle of Marketcircle Inc

Replied October 2018

Thanks for the review! We're happy to hear you appreciate our integration across all Apple platforms!

August 2018

Chandler from Chandler Ford Photography

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

August 2018

Don't get this.

There are much better programs out there. I've been working with Daylite for 8 years now. Time to say goodbye.

Pros

It works.
Its kind of organized.
The functionality is kind of like working with windows which is actually a con.

Cons

THE UPDATES! Please get it right and stop with the updates! It's every two days.
It's not that organized.
It's clunky.

Response from Marketcircle of Marketcircle Inc

Replied August 2018

Thanks for the review! We're sorry for the confusion with the updates. According to our update schedule, it looks like we release an update once a month on average. You've been with us for a long time and we'd really love to see you stay. We can book a call if you'd like, to see how we can help you get better value and organization out of Daylite. If interested, please reach out to success@marketcircle.com

August 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

A Robust CRM for Personal Businesses

Putting together campaigns and follow ups, whether B2B or B2C is absolutely seamless. Prepare to get organized in a way you couldn’t imagine before.

Pros

The integration between iOS and OS X make this the most powerful CRM on the market for small businesses running Macs. Making calls, reviewing notes, following up with customers, and formulating campaigns are brilliantly seamless with Daylite.

Cons

While it’s a solid, unhesitatingly buy for Mac shops, it’s unable to integrate well with A heterogenous shop— PCs and Androids don’t play well with it.

Response from Marketcircle of Marketcircle Inc

Replied September 2018

Thanks for the review! We're glad to hear you see value in our integration across all Apple platforms and appreciate our customer management features! By specializing on Apple platforms, we optimize the performance of Mac business users with Mac native apps.