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.

Supported Operating System(s):
Mac OS

242 Reviews of Daylite

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  • Stephen from Stephen Taylor & Associates Ltd.

    Specialty: Consulting

    Number of employees: 2-10 employees

    August 2018

    Great for Coaches & Consultants

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    This is a full-featured CRM and anyone willing to put in the time would benefit from it

    Pros

    Pure Mac app. I loved the interface and the flexibility. The email integration is great.
    I found data entry and management really easy.

    Cons

    There is a bit of a learning curve and sometimes I would get 'lost in panes'.
    For me, it was overkill in the end.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • James from Technology intelligence Agency

    Specialty: Software / IT

    Number of employees: 2-10 employees

    August 2018

    The perfect Mac CRM program.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    While I am glad to see a Mac-compatible product, I really wish that it was available for PC users. As someone who uses a Mac for a laptop and a PC as a desktop, it can get a little annoying to have to bring out my Mac to use it. I have seen a lot of people complain that you cannot use Daylite with other email clients, I know you can use Gmail with Mail. I have not tried connecting my Gmail with Mail, but I would imagine that once you have it connected, Daylite will work with those as well.

    Pros

    Well, the best part of Daylite is its integration with my Mac’s Mail app. There are a lot of products that leave out Mac users, but Daylite works perfectly with my High Sierra machine. I love that I can create a calendar entry for things that I have to do that are mentioned in my emails. The ability to track future sales helps us keep up to date on how we are meeting our company’s goals. Not only is it very easy to use, but it also has a mobile app that syncs with the program.

    Cons

    The price has to be the biggest con for me. It is rather steep when compared to other CRM programs, especially when you start to add users. While I am personally glad that there is finally a Mac CRM program, as someone who also uses a PC, I find that it’s a little frustrating to have to pull out my Macbook every time that I needed to use the program. I would also like to see an option for more storage, especially for the cost of the program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Sergio Eduardo from Transpais

    Number of employees: 1,001-5,000 employees

    August 2018

    Good product if your team/company is Mac based

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

    The interface is really easy to use and fairly comprehensive, it's great for team working and collaborating for projects. The integration with Apple email makes it easy to create task from incoming emails.

    Cons

    The fact that it's Apple exclusive, being one of its biggest strengths, is also kind of a limitation for users with Android devices or Windows laptops.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    August 2018

    Great CRM for Mac users running a business from their Mac.

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

    Easy of use of the application and that it has a mobile application that you can use on the go. I think those are the two best pros of the software.

    Cons

    Pricing is a bit steep, but I find it worth it for those who are looking to use a CRM software on their mac and want to keep it on their computer.

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

    Response: Marketcircle, Marketcircle Inc

    August 2018

    Thank you for rating us so high and thanks for the review!

  • Amir from PARK STREET IMPORTS, LLC

    July 2018

    Definitely one of the best organizers that is made for MAC

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

    Best part has to be the usefulness on all of my Apple products. Cant stress how amazing this is, you can even use siri.

    Cons

    I honestly wish the interface was slightly more user friendly. But this is me really knit picking this. Overall amazing.

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

    Response: Marketcircle, Marketcircle Inc

    August 2018

    Thanks for your kind words and for the review!

  • Rebecca from MSCI

    July 2018

    Great team management software!

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

    I love that this is built for Apple users, which is great when traveling for business. With Daylite I can just use an iPad or my iPhone to work efficiently with my team. The tracking and customization tools for reports and transactions are flawless. This CRM software has made it easy for us save and keep track of client information in a way that we have never been able to before.

    Cons

    The price per month per user, is a bit steep when you have a larger company. But, other than that, the software does everything it's supposed to do and more.

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're happy to hear you enjoy our integration across all platforms for tracking your reports and transactions as well as keeping track of your client information.

  • Christopher from American Woodmark Corporation

    Number of employees: 1,001-5,000 employees

    July 2018

    Daylite is a fantastic CRM tailored to those for are in the Mac ecosystem.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    CRM, marketing, customer relations,

    Pros

    Daylite is very user friendly, and during the trial for the team I observed they enjoyed the UI and workflow opposed to a more popular solution such as SalesForce. Daylite fits perfectly for small to medium sized businesses and teams, and more notably those in the creative field.

    Cons

    Advanced functionality and integration I believe are the falling points for Daylite. I didn't observe any huge complaints, but the ability to dictate advanced functions for a customer's life cycle didn't seem to be immediately present. Features such as multiple forms of follow ups were not super intuitive.

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're happy to hear you found our User Interface easy to use and appreciate our workflow!

  • Sheri from TransDev on Demand

    July 2018

    Fantastic product for Mac users!

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

    Love the synchronization with other apple programs. It has a lot of features and functionality that I find so useful to help keep me organized - contact management, calendars, tasks, and scheduling.

    Cons

    There is really nothing I dont like about Daylite - this software is great! The only areas for improvement I can offer is related to the task and project management. Its good, but there's room for improvement.

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're happy to hear you appreciate our integration across all Apple platforms and that Daylite helps keep you on top of your commitments!

  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    Arguably the best resource for integrating many projects onto a single platform.

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

    Before Daylite, I had to work across multiple software platforms for different projects -- often multiple platforms for the same project -- which used substantial time and resources. Now, I get more done in less time and with less cost to self or company, because Daylite integrates wonderfully across just about all Mac platforms, and was easy to learn -- felt intuitive, like Mac products tend to do.

    Cons

    More phone support would be helpful, as would filling out the (very, very) few missing links between current/other software platforms and Daylite, to ensure a seamless experience from start to finish on every project. Minor quibbles, though!

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're happy to hear you find our interface easy to use and that you appreciate our integration across all Mac platforms!

  • Jeff from Lloyd & Lockhart Design

    July 2018

    Shedding Daylite on Your Business

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

    FINALLY a Mac-centric product that I can have across all of my devices. I'm a designer and photographer, so my gear needs change from 27 inch iMac to my iPhone on shoot-day and so on. The fact that I can have Daylite at my fingertips and that it's optimized for Mac is a dream.

    Cons

    I can't think of a major flaw that I've found yet. I do wish the desktop interface felt a little less like Finder and more of a stylized, individual app.

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're happy to hear you see value in our product and appreciate our seamless integration across Apple platforms!

  • Verified Reviewer

    July 2018

    A three-in-one CRM, Project and Lead Management platform at a logical price point.

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

    Super impressed with Daylite for Mac. Has everything my business required to manage my projects, prospects and client contact and integrated with much of the software ems I was already using.

    Cons

    All good if you a completely Mac-centric, but doesn't integrate with Gmail or Windows, so make sure you are only using Macs in your organisation for this one to be of benefit.

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

    Thanks for the review! We're glad to hear you see value in our project management capabilities! By specializing on Apple platforms, we optimize the performance of Mac business users with Mac native apps.

  • Verified Reviewer

    June 2018

    A powerful and functional program that is great with Mac's

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easier implementation then expected.

    Pros

    If your organization uses primarily Mac / Apple products, this program makes for great integration, connectivity and ease of use.

    Cons

    Well to get full and proper benefit from this program it is best if your whole organization, or at least a significant part of it must be using Apple hardware

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

    Response: Marketcircle, Marketcircle Inc

    July 2018

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

  • Maxx from The Cleaning Authority

    June 2018

    Good customer management for Mac users

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Easily keeps track of all customers and their needs. Great functionality for Mac users that need to keep track of individual projects for different customers (such as graphic designers or photographers.)

    Cons

    The base storage is a little lacking depending on the client count (only 2 gigs per user.) It is also a pricey solution but tends to be worth the money.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We¿re happy to hear you find Daylite¿s project tracking features easy to use!

  • Nicholas from Red Cone Development

    June 2018

    Daylite is a dream come true...in theory only.

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

    As an avid Apple user, I really like how Apple-centric Daylite is. It is great having a MacOS app, iOS app, and an email integration. Daylite is literally everywhere I am.

    Cons

    It is way too difficult to use. Instead of making me more productive, it eats away time begging for customization and organization.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We're glad to hear you liked how Daylite integrates wit the Apple. Daylite gives the most powerful and value packed tool for small businesses to grow and has deep customization options for anyone who needs it. If you haven't already we'd love for you to attend our Getting Started Webinar https://www.marketcircle.com/webinars or even book a call with us and chat more about how Daylite can be the right fit for your business.

  • Verified Reviewer

    June 2018

    Ideal to boost productivity in small teams!

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

    You can feel it was conceived for Mac devices. Its IU is nice and easy to use, so you can focus on managing sales opportunities. Everyone knows what to do and when to do it. No distractions.

    A wide range of business would benefit of automating tasks. You can collect every document that is important, organize correspondence and keep track with all information about your daily office dynamic.

    Cons

    I know it works great on Mac devices, but being only for Mac users could an inconvenience if you can't afford Mac devices for everyone. It would be great a PC version.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We are happy to hear you find Daylite easy to use so you can focus on your sales opportunities without distractions!

  • Danielle from The Minion Queen

    June 2018

    Easy to use!

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

    This software was super easy to use. And was great for my team when we were all on mac. Great for a small business.

    Cons

    It didn't have enough functionality on the Project Management side for my team. We had too many team members and too many sub tasks.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We¿re happy to hear you enjoyed the interface! Have you ever looked at Zapier Integration? If there are any features you're missing, Daylite Cloud can easily integrate with your favourite apps including some of the most popular project management apps!

  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    June 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We're happy to hear you enjoy our integration across Apple devices and find our interface easy to navigate for assigning tasks to your team members!

  • Elle from Chicago Public Media

    June 2018

    Great for Sales Team Processes

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

    Great software that works with Mac's and also on IPad's and IPhone's. Allows you to assign tasks to collegues and monitor their sales processes.

    Cons

    Integrates perfectly with all Apple mail, contacts, and calendar, however it does not integrate well at all with any other type of emails or calender's.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

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

  • Sam from Fitness Center

    Number of employees: 11-50 employees

    June 2018

    Help with sales processing

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We're happy to hear we make automating your business development easier and help hold your sales team accountable with our task manager!

  • Kevin from Bold Commerce

    June 2018

    Solid, entry level CRM for Mac

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

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

    Response: Marketcircle, Marketcircle Inc

    June 2018

    Thanks for the review! We're happy to hear you see value in our integration with Apple mail. By specializing on Apple platforms, we optimize the performance of Mac business users with Mac native apps.

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