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

225 Reviews of Daylite

 

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Software Advice Reviews (27)
More Reviews (198)

Showing 1-20 of 27

Nathan from Halo Development, Inc.
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Daylite is a great CRM - IF your whole company uses Apple products

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

This CRM is great for those who are devoted to Apple. I loved it while it lasted, but I had to change CRMs due to my team utilizing more than just Apple products.

Pros

It integrates with all your native apple applications and can enhance productivity. The app is intuitive and mimics the feel of apple applications.

Cons

If you are implementing this CRM for your company and you have several team members that you'd like to include, be aware that you may be unintentionally excluding many of your team members. The CRM does not work on PC or Android mobile devices.

Review Source
 
 

Alejandra from Westport Realty, Inc.
Specialty: Retail
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

Shedding some light on Daylite

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Nothing out of the ordinary, easy and has all basic functions as well as many other surprise elements that you might enjoy integrating into your use.

Pros

Great for team working, I can set up a project, choose team members and then in all one big step and include them all in to see all of the information on their, deadlines, meetings and other helpful information.

Cons

It is only able to be used or compatible with Apple products, I myself am not an Apple fanatic so I use Androids and regular laptops. I only used it because the company provided the Iphones and Ipads to use it.

Review Source
 
 

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.

 
 
 
Showing 1-20 of 198


June 2018

June 2018

Entry level CRM to use for those just starting out - good for small teams

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

Brings my database to one location. I can use on multiple apple devices. Great for a teamwork environment because I can delegate tasks to certain individuals on my team. Overall, very user friendly and easy to organize.

Pros

I like how it was specifically designed for Apple users so it works on all of my apple devices. It is visually appealing and user friendly, I can organize and sort everything the way I want it to be/look. The task feature is also great, you can assign different tasks to different team members.

Cons

Price point is a bit high for the features it offers. Also, only capable with Apple products, I would like to be able to use it with other products. I also wish that it provided more online storage.

Review Source: Capterra
 

Sam from Fitness Center
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Help with sales processing

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

It integrates with all your native apple applications and can enhance productivity. The app is intuitive and mimics the feel of apple applications.

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. 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

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

Review Source: Capterra
 

Kevin from Bold Commerce

June 2018

June 2018

Solid, entry level CRM for Mac

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 love how integrated it is with the Mac platform. It's well designed and worked right within apple mail.

Cons

While it's very integrated into the Mac, it also ignores a lot of other software. For example, it's only integrated with Apple Mail and not any other mail platforms.

Review Source: Capterra
 

Christian from Information Technology and Services
Number of employees: 10,000+ employees Employees number: 10,000+ employees

June 2018

June 2018

I use Daylite for privat use and it helps me a lot to handle my privat office stuff

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

Self organisation

Pros

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.

Cons

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.

Review Source: Capterra
 

Ryan from Quorum Software

June 2018

June 2018

Solid application with sales and project tracking abilities

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

Very user-friendly GUI that's intuitive, displays a great timeline of interactions that allows project and sales opportunity tracking (even on historical basis)

Cons

Integrations could be better, can sometimes feel rigid when trying to customize the windows in the application

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thanks for the review!

 

Ty from Premier Learning Solutions

June 2018

June 2018

Works great for a small 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

Daylite is great for keeping projects and your team organized. What I like most, is having the capability to search for files and different items, much quicker than ever before.

Cons

I can't name a single thing I've found that I don't like. Daylite integrates nicely with mail, calendar and contacts. You can easily manage your projects and basically entire business, in one place. At least try the demo and you'll be amazed at all you can accomplish.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thanks for the review! Helping businesses like yours stay organized and faster than their competition is our passion!

 

Stefan from typneun Designagentur
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Sometimes wonder how we did this before Daylite. We don't even know. Daylite is our company`s brain.

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

Saving time.

Pros

We use Daylite Mail Assistant as our first step to track opportunity leads and projects. We don't have to cc emails to other team members because all of the emails are in Daylite. When my colleague looks at a project in Daylite, he can see all the related emails there without having to be included on all the email threads.

Cons

Writing proposals is a little bit of a hassle, and there is no way to create invoices - other than using third-party apps or plugins.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thanks for the review! Happy to hear Daylite is helping your business manage emails better!

 

Rossana from Universidad de oriente

June 2018

June 2018

Complete solution as CRM for the integration of the team in all the tasks of the company

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

In general I liked the intuitive software, it is a very useful tool for small and medium size companies, excellent tools and very good integration for MAC and APPLE users.

Pros

The integrations in this software for MAC and APPLE users are relatively good. You can organize the tasks with the clients and have them informed to them gradually, so it is a good option to win many more clients.

Cons

I was 10 if they could lower their cost a little, given that there are many CRMs with a lower value in the market, and that their interface would be easier for recent customers, since we have problems with the use of this software by those customers who They do not have much computer knowledge.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thank you for the review! We are happy to hear Daylite is helping you execute on your plans and closing more deals!

 

Mak from Toujours Wedding Planning
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Great program for Apple lovers!

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 the most that this software is all about Apple applications as I am an Apple freak! It definitely enhances my productivity!

Cons

I think that would also be that it only works with Apple products. Maybe somewhere down the line as my company grows, someone may work on a PC or Android.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thank you for the review!

 

Federico from RIFOCA

June 2018

June 2018

Very good and powerful application

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

Very good integration, improves workflows significantly, fun to use.
Good reporting, quick enough, good mobileApp integration.

Cons

The decision of Marketcircle to terminate the "self serve" version (i.e. to use your own server) and to develop only a Marketcircle cloud version is huge downside. I will quit using DL and change to another CRM - very sad!

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thanks for your review!

 

Chris from Ball State University
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2018

May 2018

Lots of integrations, but not my favorite CRM for the price point.

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 enjoyed how it was designed for Mac and Apple users. The integrations worked nicely across all my devices.

Cons

The price point should provide a few more features when it comes to a CRM. If they add those in, it would be a great choice.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: June 2018

June 2018

 

Thanks for the review!

 


May 2018

May 2018

I used Daylite briefly for project management back when I was in film production.

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

Really useful for organizing tasks associated with people you've been working with, staying on top of those contacts, and generating leads.

Cons

More expensive than we were willing to do at the time for a start up company, but we'd definitely consider using in the future.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thank you for your review! Happy to hear that during your time in film production you found Daylite useful on generating more leads and executing on your plans!

 

Yoni from Law Offices of Yoni Markhoff PA
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Daylite server user since DL3.0. Helps me in my practice management.

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

Client Magenement

Pros

Task lists and pipeline. Every new project is assigned a pipeline that then has automatic tasks for each team member to perform.

Cons

Occasionally, the DMI is not keeping up with the Apple OS X releases. Support has gotten better but in past I would email and get a response days later, which was unacceptable.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thank you for the review! Thank you for your loyalty over all these years!

 

Chan-Hee from 0.8L

May 2018

May 2018

It's quick alternative to more expensive CRM solution. Great for small 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

We actually began using this product couple weeks ago, and it works well. We already have full CRM solution implemented across the organization, but wanted something light and more personal to our laptop users. This is it.

Cons

It's not as powerful as ibgger CRM clients but that's to be expected. We like it generally, but UI can be improved to be more user friendly for newcomers.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thank you for the review! Happy to hear that your team is enjoying Daylite. Since you're using multiple CRMs, you might want to check Zapier to try and integrate these together. That way you don't have to do double data entry or risk separating your data into two systems. https://zapier.com

 

Geoff from Mortgage Choice Camberwell

May 2018

May 2018

A really great solution for my business on what I've seen to date.

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 love the simple integration with all things Mac.. My world as I know it can function as is, but Daylight beings everything tougher on one simple platform that makes tracking my deals simple and easy by consolidating all comms, updates, and tasks in toe one place. Really love what i'm seeing so far.

Cons

Have bene unable to get full integration (both ways) with my Mac Calendar. Still working on finding a solution here. Am also having trouble getting calendar sync working in the Mobile App.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thanks for the review! Happy to hear that you've loving what you see so far!

 

Jenny from Apex Family Chiropractic

May 2018

May 2018

Daylite is a great software to use for provider on site appointments.

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 the ease of use! My favorite function of this software this that when you are viewing a clients's profile, you can click the map and it will directly pull up their location on google maps!

Cons

Can't say that there is anything that I dislike about the function of this software. It could use a little updating to look more up to date and modern.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thanks for the review! We are happy to hear that your business is using Daylite to help your able to use Daylite to manage your schedule and clients!

 


May 2018

May 2018

One of the better lead apps

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

Great integration with mail and managing leads. Mobile app is a nice touch in keeping in close contact and managing leads.

Cons

I'm not a fan of the learning curve. To be honest, it is better to with some kind of training to help with understanding and taking advantage of the full functionality of the program

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thank you for the review! We know learning new apps can be a challenge and we are always working on improving the onboarding process.

 

Richard from RS Sound Ltd

May 2018

May 2018

After trying several solutions, and readjusting my outlook, Daylite wins hands down.

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

Once you think about it in the right way - and truly put it at the centre of your business - it is phenomally powerful. I now have one place I refer to to get the information I need for each project and client.

Cons

A bit tight on the online storage allowance. I would like to see a more generous allowance as I tend to get a lot of attachments that I quickly file away with the Apple Mail addon.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thanks for the great review! We are glad to hear that you're able to use Daylite to keep everything in once place! When you get to that point it can be a real game changer for your when you have more pace of mind and focus.

 

Chanelle from AMS, Inc

May 2018

May 2018

Great for Apple Products!

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

Easily brings everything to one convenient location through all of my devices. Our team can be brought up to speed all in one place. The client really benefits!

Cons

It's too bad some of us can't bring everything together because they have PCs or Android devices.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thanks for the fantastic review! We are happy to hear that your teams are able to give your clients a better experience.

 

Gloria from HCE Myron
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

Is a great tool to stay organized and in track with meetings and projects we have through the day.

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

We can keep track of mostly everything with this software (projects, meetings, appointments, contact info, etc.) a very useful tool.

Pros

This software works very well with the Apple email and it allows you to create a centralized database with all the emails you have in one place, as per it offers you a simple way to save them.

Cons

Sometimes it might get kind of slow, but it works well. I wish it could be a little more first time user friendly, takes time to get use to their integrations.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: May 2018

May 2018

 

Thanks for the review! We are always on the lookout to improve and really take your feedback to heart!