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

105 Reviews of Daylite

 

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Software Advice Reviews (18)
More Reviews (87)

Showing 1-18 of 18

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.

 
 

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.

 
 

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

 
 

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.

 
 

Katy from The Bridge Team at RE/MAX of Cherry Creek
Specialty: Real Estate

March 2015

March 2015

Great Real Estate CRM and transaction management system

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's a Mac-based product and is very intuitive and easy to use.

Likes Least

There are lots of updates. Each time there is an update, I have to manually update each computer, which takes time.

Recommendations

It's easy to use. The transition from our old system to this was pretty seamless.

 
 

Christine from American Solutions for Business
Specialty: Other

March 2015

March 2015

I use Daylite as a Customer Resource Management to keep ahead.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Daylite makes everything so much easier to find. It organizes everything together for each customer. There’s a lifecycle for an order. Daylite keeps the whole lifecycle in one place where I can find it, whether I am in the office or in my car. It seamlessly syncs with my mobile devices and computers which is unbelievably helpful.
Daylite Mail Assistant is the best function, because I do almost everything by e-mail or phone, and now I can attach the correspondence to the project I’m working on. I also like that I can add so many things on the fly. I add keywords with the PO number and link it to my customer’s name and vendor name for whatever item I’m ordering. I can put the date in for forecasting so I know when I need to order again. Before Daylite, I had to do that manually or write a report in Excel and pick things off a report, which wasn’t fun!

Likes Least

I wish the updates for newer versions were less expensive.

Recommendations

Use the trial version. If needed, ask for an extension. Ensure the software is compatible with your current configurations/computers/operating software.

Get references from current users.

 
 

Celest from How to Pay for College HQ
Specialty: Education

March 2015

March 2015

Great CRM Software for the Mac!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

They provide excellent Video tutorials to help understand how to use the software, which in turn keeps me on track and on schedule with my clients. It also syncs across multiple platforms. I have Daylite on two computers and my iPhone, and regardless of where I enter the information, the data is synced across the platforms.

Likes Least

There is so much functionality, and I am sure that I am only scraping the surface of its capabilities. I wish I had time to dive into to learn more about the product.

Recommendations

If you get confused when using, go to the MarketCircle website to view their helpful tutorials.

 
 

Hendrik from Global Brain Works
Specialty: Consulting

January 2015

January 2015

Smart and flexible CRM solution for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Daylite is the most sophisticated CRM solution available if you work in an Apple environment. I have been using Daylite for over 5 years and Marketcircle has been committed to continuously develop the platform and connect all mobile devices, making it accessible from everywhere.

Likes Least

The database server needs more detailed instructions about users and syntonization with Daylite instances on other Mac machines. This has improved over time, but still needs work to make it Apple easy.

Recommendations

Evaluate your business process first and document what you are trying to accomplish with a CRM package. Daylite offers different packages for different business scenarios. So, you can concentrate on customizing the setup for your needs instead of worrying about the technical infrastructure.

 
 

Annette from Fuller Land & Development
Specialty: Real Estate

January 2015

January 2015

Time consuming but helpful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the pipeline and the overview of your projects and opportunities that it gives you. It really helps to stay on top and avoid an unexpected slow time. It's a great tool for managing your customers and projects!

Likes Least

It takes a lot of time and discipline to enter all the important information into the program and many can't be just imported. You also can't save attachments with emails. Even though it is made for the Mac, it isn't as intuitive to use as Mac software usually is!

Recommendations

They offer a lot of information, tutors, and trial periods, and I would check if this software works for you, and try it out before you buy it!

 
 
 
Showing 1-20 of 87


October 2017

October 2017

The best CRM I've ever used

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

1. It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc.
2. It integrates perfectly with David Good's Getting Things Done (GTD) methodology. In the past I've had to use two or three apps to do this. Daylite does it all in one place and does it very well.
3. It's reliable. I rarely have a glitch and - when I do - it's minor and tech support already has a fix.
4. It automatically creates backups of the data. I don't have to worry about that.

Cons

The biggest drawback is that it isn't easy to create templates for documents, labels and reports. To create a new label or report template, I need to go to my Daylite consultant, which costs me money. To create a new Word document template is clunky and requires experimentation.

Source: Capterra
 

matt from Steadfast Financial Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

A MAC CRM that meets all your needs, is intuitive and easy for every user, all with great support!

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

A great CRM.

Pros

How easily I can create, link, & follow-up on tasks. There is no concern wondering what tasks I have, the priority, or where I left off, all because the CRM keeps me up to date on my tasks.

Cons

I liked least syncing multiple devices in multiple changing locations with self-serve, but Daylite Cloud solved that issue.

Source: Capterra
 

Gordon from My Brain LLC

October 2017

October 2017

Daylite Cloud is awesome!

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 don't have to worry when I go on trips, if my Daylite is synching properly. It just works and that is fantastic!

Source: Capterra
 

paul from Perkins School of Theology, Southern Methodist University

October 2017

October 2017

Daylite saves me time by integrating so many features into one 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

Enhanced productivity.

Pros

The integration of many features: contacts, calendar, projects, tasks, opportunities, email, notes, external files.
Reliability, especially the Cloud version.
Excellent customer support

Cons

Cost-it is expensive for a solopreneur.
Not available on Android.
It can be overwhelming to learn all of the new features.

Source: Capterra
 

Hugo from Good Day Oz Education

October 2017

October 2017

We build our business around daylite

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 number of features and the fact the app works offline allow us to have a great speed and response.

Cons

we miss an online version that allows us to have people that not use mac to access the CRM, which could help us to expend the business to places where a Mac computer is too expensive.

Source: Capterra
 

Steve from Kirby Commercial

October 2017

October 2017

Daylite allows gives us the chance to run our business as efficiently as possible.

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

There are so many benefits that space and time do not allow me to list them. I'm sure I'm only using 30% of Daylite's functionality. I can't wait to get to the remaining 70%.

Cons

The email integration is excellent and essential. Please figure out how to do the same with text messages.

Source: Capterra
 

Robert from Jailechoix inc.
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

Having a total control of my communication in my business

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

Control and mind free. My life in a safe place

Pros

All my devices version, synchronize by Daylite Cloud. Doing things one time and be able to get offline if there is no internet connection temporarly.

Cons

Task are not enough dynamics but when you use them as they can give you, it is acceptable and efficient.

Source: Capterra
 

Ilaria from Flexagon
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Sometimes run unexpected disclosures or other bugs. Help Desk fantastic!!

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

My boss needed a database for his contacts, working on Mac and i-Phone and this looks like to be the best solution, at the moment ;-)

Pros

No needs at the moment. I'm facilitate because I don't use it by smartphone. A colleague had problems in reading notes when offline by his i-phone

Source: Capterra
 

Dan from Interact Financial
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Great product! Great support, though it is via email, still very prompt!

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

Great CRM useful on all my Apple devices remotely.

Pros

I'm probably not using Daylite to its full potential, but I can easily see if I was how powerful it would be!

Cons

No phone support, though over the years I have learned to trust their 24/7/365 email support. They will even do a screen share with you of you're having a particular problem. All in all, pretty impressive!

Source: Capterra
 

David from Red Rocket Studios LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Effective

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

enhanced organization.

Pros

How it keeps my teams organized and meeting their deadlines. Easy to use and effective. Ability to check on mobile devices is great.

Cons

Would be nice if the information that is entered into projects produced invoices. If each job that was entered would be assigned an job number.

Source: Capterra
 

David from Legacy Software, Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Using since 2006. VERY satisfied.

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

Extremely powerful tool to organize & find information.

Pros

The power & overall utility of the search function never ceases to amaze me.

Just starting to notice some of the finer details. Today I finally realized that some fields on a company or contact only show when they actually contain data. When no data, field is empty. Makes for much cleaner, less cluttered display.

Cons

Wish there were some way to document & manage the Keywords.

I will add a keyword... and then later wonder what I actually mean by it. Words, unless explicitly described are ambiguous.

Keywords may be something of a challenge when exposing use of Daylite to other users. Will my keyword meanings be obvious to them? I'll find out shortly.

Source: Capterra
 

Celeste from Love Your Hood

September 2017

September 2017

easy to use and great for new agents

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

As a new realtor, I needed a CRM that was easy to understand and collaborate with the rest of our team. Daylite simplified a lot of processes that would have otherwise made an already intensive job even more so.

Cons

When reminders and tasks are dismissed on one device, it's not always synced to others - in particular my mobile. The tutorials were needed to get up and running quickly, but fortunately they were easy to follow and thorough!

Source: Capterra
 

Chris from Duzynski Photography, LLC
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

I look at Daylite as being my electronic office manager. Keeps me on track, and organized.

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

Helps keep my business activities, new biz, existing clients, projects' coordination, and link to billings on track, helping to reduce the stress of running my business.

Pros

As a sole proprietor, I needed a package that would keep me on track, and organized throughout all aspects of running my business. When used religiously, Daylite reduces the stress of being a business owner, allowing me to concentrate on being a creative professional. I am just beginning to use Daylite to organize my new business efforts, and am confident that it's keen organizational features will help grow my business. Now cloud based, I have access to my synchronized Daylite data across all platforms, IOS & Mac, from anywhere I have an internet connection.

Cons

Fairly steep learning curve that is worth the initial pain. The user MUST be dilligent in entering all pertinent data related to a project, prospect, lead, opportunity et.al. Enter the pertinent data immediately into Daylite and you will be rewarded with a secure, and concise database of information structured to keep the business owner on track. BUT, you must take the initial efforts to enter pertinent data. So, it is a con, but work thru that initial pain and it will be rewarded.

Source: Capterra
 

Tina from Yan Kenyon
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Customizable and perfect for small office with large and growing clientele; intuitive for user, too.

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 many links and relationships are instrumental and easy to use and remember to use, and I absolutely love the mail integrator.

Cons

Mobile app has some syncing hiccups or takes a little long. Also, don't love paying for subscriptions now. While there is an option for server, clearly being phased out and forced to go cloud.

Source: Capterra
 

Ronald from Booker T. Washington Society
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Oh, what a relief it is.... to finally make the jump to Daylite online!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Can't run our National non-profit without it.

Pros

The integration of email, and tons of fields plus 13 extras, gives me plenty of flexibility to sort/select and find the record I'm looking for.
Fr'instance, say, it's somebody I met at a Rotary Club in some state, but forgot the name, I simply do a search on any word or phrase (not necessarily a keyword) and Daylite finds the likely matches, whether in an email, or a note, or whatever. The associations of who is connected to who (whom?) and how, helps to connected the dots even more.

Cons

While there are plenty of report formats, and capability to modify somewhat, this could be improved. The Access database (at least from what I recall years ago) had a neat way to select/order reports & forms, such as listing, say, customers by city, within county, within state, within region, etc.

Source: Capterra
 

Darryl from Anvil Media
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Daylight users since 2008 for shared calendar, CRM, tracking of sales opportunities & projects.

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

A very good set of sales and workflow management features and a solid build. We love how it integrates our calendars (for people and resources), sales funnel (including quoting), project communications, and CRM. Mail integration allows all emails to be linked to the relevant contact, company, project or opportunity in the main database, so that all team member can see project communications. we are starting to use Zaps to feed directly into the database from other applications.

Cons

Template engine is not intuitive.
Could do with greater automation in contact information capture, and the ability to link multiple email messages in Mail to the same person/project/company by selecting multiple messages in Mail (currently only possible to do this one message at a time).

Source: Capterra
 

Sarah from Leabourne Financial Advice
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Really easy to use, and very good support

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

All my client data in one place with all their details. An ability to organise them into groups and communicate with them in those groups.

Pros

It really integrates well with all the Mac features and once you get to know you're way around it's easy to use.
There is very good support with tutorials and a very responsive support team to help answer any questions.

Cons

It can take a bit of time to find what you want through the menu options - I have to use trial and error at times. But I'm still a relative beginner.

Source: Capterra
 

Mark from Consequentially Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

I use Daylite for all my CRM needs across a variety of roles.

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 lets me have a tool that holds long term information on a series of different projects. I work across a wide variety of industries and it is open and flexible enough to allow a good level of adaptation. No product is perfect but this one suits my needs more fully than other online offerings.

Pros

The integration of communication traffic with the contacts lets me refer to back history without having to have a bottomless email box. It is enhanced by being synchronised across my iOS devices as well.

Cons

The lack of a tree hierarchy for companies. Instead the same company has to be entered repeatedly for every office involved.

Source: Capterra
 

Michal from Svobi Associates GmbH
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Stable, Mac (and iOS devices) dedicated CRM software, you're not going to need more

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

Streamlining of customer relation management and project management. Saves a lot of work.

Pros

Easy implementation, rich functionality, integration with other Apple devices, iOS app for working on the road. Every functionality worked on first try with one exception, but then again the customer support was perfect

Cons

The user interface looks a bit outdated, yet it is easy to navigate. There is self-serve (i.e. company hosted, one time purchase) and cloud version (subscription). The company seems to promote the cloud version and the functionalityof the self-serve is limited in comparison with the cloud. Yet even the self-serve version functionality is more than sufficient for anyone.

Source: Capterra
 

Alan from James Logan Furnishings

September 2017

September 2017

Great small business management product if you are only using apple OS X and IOS devices

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 CRM with Opportunity and project tracking. Email integration to easily attach emails to Persons, Companies, Opportunities and/or Projects. All data is cross-linked based on relationship to other pieces of data in the system. Example - You can look up a company and see all the persons, opportunities and projects related to that company on one screen and jump to any of those persons, opportunities and projects by clicking on the link.

Cons

Only works on Apple OS X and IOS devices, No support for any other OS.
No Project Management features, only tracking
No Resource Management features.

Source: Capterra