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.

 

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

194 Reviews of Daylite

 

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Software Advice Reviews (25)
More Reviews (169)

Showing 1-20 of 25

Ryan from Mayfly Design
Specialty: Graphic Design
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

My productivity is all due to Daylite

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Keep up the enhancements! Than you!

Pros

Integration with Apple Mail to easily create tasks based on incoming requests. Mobile version does the trick when I am on the go.

Cons

I wished there were functions to track estimated workload, and forecast when I might be exceeding a feasible workload.

Review Source
 
 

Steve from ITH
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Helps Managing sales opportunities

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Good tool to use. No issues with it. Helps with our sales process. Available for Mac OS which is the key to use this application.

Pros

Daylite has great and easy to use interfaces to manage sales opportunities. it helps our sales team being accountable and follow the tasks assigned. It has nice looking mobile responsive view which helps the mobile users.

Review Source
 
 

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

August 2017

August 2017

Daylite has become our business management platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If you are a MacOS based business looking for a workflow management I would definitely recommend Daylite

Pros

For our consulting business I did not think I could find a platform that would allow us to automate so much of our business development and project management. It even interfaces into our accounting system and works brilliantly on desktop, phone and tablet.

Cons

The biggest issue for us is that while the business is MacOS many of the consultants come with their own hardware and some are either Windows or Android. But there are work around with that.

Review Source
 
 

Eric from Tracan Electronics Corporation
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Get Product For The Apple Centric Environment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Daylite manages customers, accounts opportunities with ease. Tightly coupled integration with Apple Mail and calendaring functions make it a seamless product that delivers results. It has depth and many time saving features as result of this tightly coupled nature of the Apple only ecosystem. It is this point where the challenge to Daylite exists, not the product but having the customer convert from a non-Apple platform to a Apple based computing infrastructure. The barriers of cost outside of Daylite are not insignificant, but the good news is that this cost barrier is becoming less over time and most users would be happy to move to an Apple based product.

Pros

Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths
Easy to create sales processes
Find anything instantly with database wide searching.
Easy to integrate with supported 3rd party applications such as bulk mailers

Cons

Single platform support - Apple Only. (Including no Web Portal Interface)

 
 

robin from Kosson Talent
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Very Robust System for Small Business---But you Have to Put the Work In

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

Cons

It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software

 
 

Vali from Sorell Engineering, Inc.
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Review of Daylite V6.0

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

For a novice, it was difficult to understand how CRM software works. Though the tutorial covers the basic of CRM, many of the steps are based on a previous version of the software, so it was confusing.
However, the basics are very logical and easy to follow. I still need to more fully understand the less commonly used features, but I feel comfortable enough with the software to use it on a regular basis for all my CRM needs.

Pros

Consistent interface across the multiple features.

Cons

Using some of the features are restrictive and don't work for me. For example, the choices within the category, type, state, etc. don't provide choices that make sense in the context in which I use them; if there is a way to change them and make them specific to my needs, it was not made clear from the documentation.

 
 

Nicole from ITHACA
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Colorful activity sheet helps out

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Daylite helps with managing productivity from our team. The colorful activity sheet is easy to review and is helpful. It helps us managing all company projects and assign to the right team member.

Advice to Others

Good looking statistics and dashboard.

 
 

Austin from IdealU
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Improved integration with Mac OS

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Working on my MacOS have been easier with Daylite application. The app works great and is easy to use. Managing office projects with Daylite works well and reports can be extracted easily.

Pros

Projects management becomes easier with Daylite.

 
 

Matt from IdealU
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Easy to use application

Ease-of-use

Functionality

Product Quality

Customer Support

We have found Daylite to be an easy to use App for our team here. The project team relies completely on this system to manage their projects. It has been a core part of our delivery team and we can't stay without Daylite.

Pros

We love this tool as it has been a major part of our success.

Advice to Others

Good tool to be used as it contributes towards the success of the projects.

 
 

Jeff from Google Search Tips
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Nice and clean interface

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Daylite comes with a nice and clean interface. It makes it easy to be used by anyone. Generating reports from the reporting menu is easy. People can be assigned to tasks easily.

Advice to Others

Nice and easy interface and can be used by anyone.

 
 

Alan from Ftech int.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Project timeline matters with Daylite

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It helps us managing and keeping timeline of projects. Easy to scheduled tasks and the timelines using the dashboard tools.

Cons

Would like to have a chrome extension which can notify desktop notifications for new tasks assigned

 
 

Stan from CIH
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

Dashboard Helps with overall summary of projects

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

First of all, the installer version helps me working on my Mac to use this system. the dashboard looks really well and presents the information summary in a creative way. It's calendar looks like a google calendar feature and helps understanding the tasks and the milestones details.

Pros

Works with my mobile phone well and I can easily manage the activities. Reporting feature is also helpful.

Advice to Others

Good dashboard summary provided by Daylite system. Helps with managing tasks and activities easily.

 
 

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

December 2016

December 2016

Using Daylite (and replacing the rest)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

December 2016

December 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

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

October 2016

October 2016

Daylite 6

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

Syd from AustAsia Group
Specialty: Other services

September 2016

September 2016

A great product. Great value for the price.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Michael from Living Truth
Specialty: Non-Profit

July 2016

July 2016

Daylite = worth checking out but buggy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Donovan from Dikaio Design
Specialty: Advertising

May 2016

May 2016

Daylite 6 is Fantastic

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 

Pam from Remax Cherry Creek
Specialty: Real Estate

April 2015

April 2015

Daylite is very easy to navigate.

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

Lisa from RE/MAX
Specialty: Real Estate

March 2015

March 2015

Great CRM system for Apple users in Real Estate

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 
 
Showing 1-20 of 169

Cameron from Knights of Columbus Kentucky State Council

April 2018

April 2018

Just what I was looking for

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I really like that I can link emails and todos to contacts. And when I click on a contact, I can see everything in the past (emails & todos) and everything in the future (appointments & todos). I have only scratched the surface with this software. I look forward to seeing everything it can do.

Cons

I would like it better if, on my iPhone, I could attach emails to people. Other than that, it is great.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

Thanks for the review! It makes us really happy to hear that Daylite is just what you were looking for and helping you manage your emails, tasks and appointments better!

 

Lauren from Gold Coast Arts Center

April 2018

April 2018

I used Daylite for a CRM while managing a client-base of over 300 for an Art Gallery

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I liked how visual Daylite was, very at-a-glance platform, and I was able to categorize my clients into any specific tags and categories I wanted.

Cons

It seemed limited to it's capabilities. I would have liked the option to be able to mass email and draft and schedule letters to go out. I used this a couple of years ago, so they may have changed this.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

We are happy to hear you enjoyed how Daylite categorize your clients. Daylite can send emails with the letter templates for simple email/document generation but it can also integrate with Direct Mail and MailChimp for more advanced email marketing making bulk mail scheduling possible.

If you haven't checked out Daylite recently we encourage you to give it another look!

 

Nic from Sproul Partners

April 2018

April 2018

A Daylite beginner, but like what I have used so far, would just like to use more of it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Integration and functionality, the email feature is excellent, as is the contacts field. Also customer service is excellent.

Cons

Complex, struggling to understand how best to use it daily, with so many features, I feel I need to go on a course to get the most out of it.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

We are really happy to hear that you're enjoying Daylite! We are going to have someone reach out to you to discuss how to integrate Daylite more so you can use it every day with confidence.

 

alan from GHY International

April 2018

April 2018

BEST CRM SOFTWARE (oh, and also the BEST VALUE SOFTWARE for Money!)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It does all Salesforce done 'and more' for less than 1/2 cost. Daylite is a best CRM product for less cost! The product is continuing to evolve and soon will release an integrated iOS feature that moves yet another element of a GREAT product to be SUPER FANTASTIC! Daylite's osX is unparalleled and it is integrated well with iOS. An upcoming enhancement to iOS will position Daylite to 'disrupt the CRM market'

Cons

I can not think of a single flaw. The product is feature rich and Daylite has countless Video tutorials on how to be leverage their product providing ideas that can support your unique needs.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

Thank you Alan for your support of Daylite!

We are honoured that you love Daylite as much as we do at Marketcircle!

We're super happy to hear that Daylite is your number CRM choice.

May you continue to win more business and get more done! :)

 

Khai from PMFI Enterprises Inc.

April 2018

April 2018

Our business relies on Daylite as our communication hub

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Incredibly powerful search and data filtering. Seamless integration with Mac and Mail. Smart Lists have huge breadth of application. Intuitive UI and an incredible amount of functionality within a simple interface.

Cons

A little buggy, crashes frequently - this is though, more of an annoyance than a real problem. Synchronization can be a challenge at times.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

Thank you for your review Khai!

We're happy to hear that your business relies on Daylite as your communication hub.

May you continue to win more business and get more done with Daylite.

 


April 2018

April 2018

It's a perfect integration with the apple mail with which you can create tasks based on the requests

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I have tutorials with which I can understand the software. If I have the application on different devices, the information that I add is updated in all of them.

Cons

I feel there are many more functions than I can handle, maybe I need to delve more into the application to understand it thoroughly

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

Thank you for your review of Daylite!

May your business continue to grow with Daylite. :)

 

Matt from Magic Lantern Creations, Inc.

April 2018

April 2018

My only regret is that I did not join years ago....

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Improved my workflow and organization drastically.

Pros

Absolutely THE go to CRM for Mac. With it's native integration with mac mail, calendar and contacts it worked great for our company workflow (we do not use Microsoft Office). The ease of use, the terrific user interface and powerful tools really allow you to take your business to the next level.

Cons

To be honest, I haven't found anything. I have yet to find a feature that it does not support. I'm sure I might find a few things here and there but overall this thing is fully developed.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: April 2018

April 2018

 

Thank you Matt for your wonderful review of Daylite.

We're excited to have you on the Daylite team! May you continue to win more business and get more done!

 

Jalecia from Auxo Medical, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Daylite is ok

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Daylite has a lot of functionality. I like how it keeps a timeline/paper trail of interaction with contacts. I also like that it keeps important dates such as birthdays and anniversaires on the calendar.

Cons

I really dislike how hard it is to disconnect the Daylite Assistant from MacMail. It slows down my computer on startup sometimes and I cant figure out how to remove it.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Jalecia for your review.

We're happy to hear that Daylite keeps a "paper" trail of your interaction with contacts all in one place.

Please check out our Daylite Help Centre to help with your DMA. May you continue to win more business, and get more done.

 

Carmen from Fata Morgana Studio
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

Have loved using Daylite for at least 7 years!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Having my personal and professional life organized in one place.

Pros

It is soooo helpful to be able to add, change, or delete appointments, contacts, etc. no matter where I am. Am semi-retired now, but Daylite is an essential tool of my daily life - professionally AND personally.

Cons

Don't quite understand some of the duplications between Mac Mail and Daylite, but haven't had enough free time to check it out with customer service. Obviously only a minor thing.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Carmen for using Daylite for 7 years, thank you for the support and love!

We're happy to hear that you use Daylite to manage your professional and personal life.

May you continue to keep your professional and personal life organized in one place.

 

LeeAnne from Tienken & Associates at RE/MAX Equity Group
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

I've been using Daylite for 7 years and can't imagine being a transaction coordinator without it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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.

Cons

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.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you LeeAnne for your review of Daylite. We're happy to hear that you're enjoying Daylite even more on Cloud.

Thank you for your feedback, I will submit your request over to our Design and Development Team.

May your team continue to win more business and get more done!

 

Frederick from Prelature of Opus Dei

March 2018

March 2018

I have been using Daylite for over 15 years and cannot imagine carrying out my duties without it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Tremendous integration of contacts and activities, as well as an excellent mail merge function that I have not found elsewhere.

Cons

In the early stages, it took a while to master the software. However, the team has been steadily improving it to the point that it is now easy to reach cruising altitude quickly.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you for your review Fred, and thank you for being a supporter of Daylite for the past 15 years!

We're happy to hear that Daylite helps you manage your business, and carry out your work.

May you continue to win more business, and get more done.

 

Lucie from Ferme Hesta

March 2018

March 2018

Daylite for Mac has allowed me to keep track of all the aspects of my courses and students.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

The flexibility fo use, the fact that all the information I need can be linked and found from different angles within the application. I love being able to customize the forms and the reports amongst other things. I love that I can create tasks from other applications. The customer support is very, very good. There are tons of trainings videos, articles and now also a manual, the combination of all these suits me perfectly. I also love that all is not strictly Cloud based, I often find myself in areas where I do not have access to internet and enjoy having all my information on my laptop.

Cons

I can not dictate tasks through Siri ( and I tend to have my greatest ideas while driving or picking up horse manure). The application can do way more than I can so it is taking me some time to uncover many of Daylite's jewels.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Lucie for your review!

We're happy to hear that you love Daylite's customizable form and reports. May you continue to win more business and get more done.

 

John from The Hunting Ridge Group

March 2018

March 2018

Daylite is a powerful tool that allows me to run my consulting business and stay in sync with our team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The linking of all the data to a name or company is great. Also, it allows me to look up information even as someone is calling me. I also appreciate the extensive templates and work flows.

Cons

Since it moved to the cloud it seems less stable. However, I have over 6k contacts so it could be because of the size of my database.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you John for your review of Daylite.

We're glad to hear that Daylite allows you to run your consulting business and stay in sync with your team. May you continue to win more business and get more done!

 

Alan from Pinnacle Marketing Management Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Fabulous CRM for B2B B2C & Recurring

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Already described

Pros

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!

Cons

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.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Alan for your wonderful review of Daylite.

We are excited to hear how you use Daylite so extensively to manage your business. It's great to hear how our customers use Daylite. May you continue to win more business and get more done!

 

Steve from SPL Blacking Ltd

March 2018

March 2018

Daylite Cloud makes my life and running a business so much easier!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

easy to use

Pros

A Brilliant CRM for Apple users, capture everything that is said and done.The computer has a better memory than any human being!

Cons

The smart lists take some getting used to and the filters are a bit tricky or i may be doing it all wrong. The programme its self is big. Making pipelines and projects needs some time to get used to.
But its superb for delegating tasks etc

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Steve for your review of Daylite!

We're glad to hear that Daylite Cloud helps run your business and gives you a peace of mind.

 

Diense from Baird & Warner
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

March 2018

March 2018

Using Daylite as a CRM for many years and I love it. In addition, the customer service is stellar!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of use and ability to link appts, notes, emails, forms, etc to people. I use the CRM for real estate and love the ability to link emails easily to all of my clients.

Cons

Would like to have a local user group to exchange ideas and tips. Although there is an online blog and an online chat feed, it would be nice to share tips with users that are using the software for real estate.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Diense for your review of Daylite!

We're happy to hear that you've been using Daylite as your CRM for many years and you've had great experience with our Customer Support Team.

I will send your "share tips with users" feedback to our team. May you continue to win more business and get more done! :)

 

Patti from PattiSchmidtCoaching

March 2018

March 2018

This software makes it easy and intuitive to keep track of my coaching clients.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's so easy to use, and integrates seamlessly into the other software I use routinely, like Apple Mail. Yay, I'm organized!

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Patti for your review, and we're super excited to hear that Daylite helps you keep track of your Coaching business.

May you continue to win more business, and get more done with Daylite!

 


March 2018

March 2018

It has been a great system to keep track of many opportunities between multiple people.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I like that you can chose what email gets linked to what. It does not chose for you. It has also been helpful to look back on history of contacts for deals that happen every year.

Cons

I wish automation was a bit easier to do. It seems difficult to get things to happen automatically but we continue to learn new things about the pipeline and tasks.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you for your review!

We're happy to hear that Daylite helps you keep track of your opportunities, and linking your emails so you can look back on the deals you've made that year.

May you continue to win more business, and get more done with Daylite. :)

 

Brian from Patterson Animal Health

March 2018

March 2018

The BEST CRM program for a Mac user!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy.

This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite.

Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.

Cons

I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you Brian for your review! :)

We're happy to hear that you find Daylite to be the best CRM program to run your business. May you continue to win more business, and get more done with Daylite!

 


March 2018

March 2018

Good software, Great customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I've toyed with other CRM's before and this has been the most intuitive software that easily integrates with Mac systems.

I'm a creative type that runs a business, so having a good interface that runs smoothly is vital to me.

Cons

This software has a ton of capabilities. I'm a pretty quick study with most things, but needed a 1-on-1 guidance to help maximize it's power. I'm still learning.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: March 2018

March 2018

 

Thank you for your review, and we're happy that you find Daylite to be intuitive.

May you continue to win more business and get more done with Daylite! :)