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

129 Reviews of Daylite

 

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Software Advice Reviews (18)
More Reviews (111)

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.

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.

 
 

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 111

Sanjeev from Paramount Lodging Advisor

December 2017

December 2017

Great CRM for Small to Midsize Team, better than any web-based system

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 ability to work offline and seamless between Mac and an iOS device.
The graphic interface is intuitive and enjoyable to work in.
Great feature set for both simple users, as well as, advanced users.

Cons

There should be more administrative tools to reduce database size and clear historical data.
For subscription clients, we should have a phone number for support.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: December 2017

December 2017

 

Thank you Sanjeev for your review. We're very happy that Daylite is the CRM for your team.

 

Michael B. from TeamSoper

December 2017

December 2017

Five-stars all the way around. Best CRM for Mac. My most used software!

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

My company assists nonprofit organizations, using a diverse group of expert independent contractors. Daylite is a key member of my team.

In one piece of software, Daylite give me control over contacts, calendars, projects, sales leads and more. And, Daylite interconnects all of those in an intuitive manner on both OSX and IOS.

Frankly, Daylite functions as my Executive Assistant. It reminds me of scheduled events and notifies me of upcoming task deadlines.

The Daylite Customer Service team is responsive and has never failed to keep me up and running. Daylite's developer, Marketcircle is a client-focused company that adds innovative features. Simply amazing!

Buy ... or at least try ... Daylite!

Cons

Honestly, I can't think of any liabilities with Daylite. None / Zero / Zip.

I am running Daylite Self-Serve on a Mac-Mini. Might be helpful to have a bit more processing power -- but everything stays synced with my iMac and MacBook Pro.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: December 2017

December 2017

 

Thank you Michael for your wonderful review.

We're super excited to hear that Daylite is your Executive Assistant in letting you get more done and win more business.

 

Bas from HMS thailand

November 2017

November 2017

Great tool to keep track of projects, tasks, sales, email conversation and manage 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
Pros

The process moved from initial lead, closing sales, create the project, managing tasks and evaluate the clients feedback. All manageable in 1 place.

Cons

It is only available for Mac, so all users require Mac. Scaling this system up, or connect outside partners, they require a Mac environment, which makes it harder for large organisations to work with Daylite too. (we work with oversea suppliers/ partners that share the same client)

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: December 2017

December 2017

 

Thank you Bas for your review, and we're happy to hear that Daylite helps you manage your business all in one place.

 

Frank from Constru2Plus

November 2017

November 2017

It helps me greatly in organizing emails of the individual clients, and having a good overview!

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

Fairly organized layout of client file, easy to add important client data. Although the choices for reminders, or tasks are almost overwhelming. Although make an easy email reminder pop up box to follow up an email, in a day, two days, next week, etc! That would help greatly.

Cons

I don't like that the templates are hidden in the preference folder, put them in the side bar, I like to use them a lot for my mail merge. Too many steps to get to these files. The Geo information looks interesting, but how do I use this information? Is their a way to pinpoint Clients in an area on a map?

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Frank for your review.

Web&Map is a third party plugin. If you want to learn more about the plugin or chat with someone regarding the plugin, please feel free to check out this link: https://iosxpert.biz/en/plugins-for-daylite/webmap/

 

David from Lexpert Services, LLC

November 2017

November 2017

Outstanding in every way... Consistently improve and support the experience over six years of use.

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

Intuitive interface, powerful data collection and incredible ability to cross-link data. I LOVE that it supports the "Getting Things Done" methodology and is so flexible that it can be modified to support many types of workflows. Team connectivity is simple, yet powerful. The few times I've had questions or issues, I've had live support within two hours to help me.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you David for your review. Thank you for supporting and loving Daylite.

 

Kelci from Jim Jrodan Photography | White Cross Management
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Anytime I have a question/issue with daylite, their team is quick to respond & is very detailed!

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

Making our business more organized and help grow the company with utilizing all of daylite's amazing skills!

Pros

How easy it makes it to keep calendars, schedules, contacts, task lists, etc all together and linked and organized! It has truly helped our business and saved a lot of trees!!! :)

Cons

Since it is a computer program, sometimes it doesn't do what I would like it to do and that can be frustrating. When I run into something like this, I reach out to the support and they usually find me a way around it or explain how I could do it better!

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Kelci for your wonderful review. It's great to hear that Daylite helps Jim Jordan Photography win more business and get more done.

 

Lorenzo from Projekt Interim
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Best Project and CRM Software for Mac users

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

Overview of the communication from the Staff with our Tenants (we are a real estate management company)

Pros

Mail integration, Cloud sync, add-ons, Tasks-Delegation, Shared calendar, overall functionality, integration with office word

Cons

respond time, reports, letters and letter templates, ios apps can improve al lot in regard to functionality, some add-ons could be standart (ex: Daylite docs),

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Lorenzo for your review.

 

Yolanda from Led2Serve, Inc.

November 2017

November 2017

We love Daylite and find it an essential software for our business. It has streamlined our 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

Daylite has allowed us to run our business much more effectively by organizing and streamlining our workflow.

Pros

The ability to integrate with other Mac program such as iMail, iCalendar and Reminders. Also, the ability to delegate task to other users.

Cons

Lack of customizable layouts for different lead types. Lack of features for creating email templates.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Yolanda, and we're excited to hear that Daylite allows you to run your business effectively!

 

Emmanuel from Malherbe Precast Concrete Equipment

November 2017

November 2017

without daylite no possibility to run 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

management of contact, customer visit organisation

Pros

Connetctivity, i-phone, contact management, combination through tags and sectorors,
apple mail connectivity, sales opportunity management

Cons

the last update of daylite map. very bad. if i could i would go back to the last version but it is unfortunately not possible

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Emmanuel for your review.

 

Patricia from Ideenmeisterei GmbH

November 2017

November 2017

We are very satisfied with Daylite, we are MAC user and Daylite is the best CRM available to us.

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 perfect combination of CRM with Mail. The Daylite team always takes care of our concerns very quickly. You have also programmed a plugin especially for our needs in shortest time, this at a very good price/performance ratio.

Cons

To date (standing at 60,000 customers) we have not been able to find anything negative. Everything has always worked perfectly.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Patricia for your review.

We're happy to hear that Daylite is the best CRM for you and your team. We hope you and your team will continue to win more business with Daylite! :)

 

Ryan from Air Solutions Inc.

November 2017

November 2017

Extremely powerful, scalable and easy to use software!

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 software can easily adapt to your needs. Automating tasks & reports can be done very easily and delegation of items in a team environment is very easy. The customer support team is very easy to deal with and are quick, efficient and friendly in their interactions letting you get back to being productive quickly!

Cons

Would like the ability to auto generate reports on given dates based upon preset filters for notes. Would alleviate time spent on repetitive tasks so long as team was diligent in uploading notes.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you for your review Ryan. I will definitely let our Design and Development team know about your feature request.

 

Yurr from YURR Studio

November 2017

November 2017

it can do a lot, half of i don't use or dont know how to use it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

linking with persons and projects. and the extension"time&budget". i like the opportunities.

Cons

i sometimes loose the overview. - the today list becomes too long. - its hard to follow the deligated items.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Yurr for your review. I see that there might be some features you don't know how to use. Please feel free to join our Daylite webinar to learn more. :)

 

Mihael from Mihael Blikshteyn Photography

November 2017

November 2017

Bloodstream of 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

Daylite helps me manage all aspects of my small commercial photography business.

Pros

Daylite helps me link and keep track of all aspects of my business, from client acquisition to project management.

Cons

I wish the program were a little snappier on my computer. Overall, this software is well-thought out and very powerful.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thank you Mihael for your review! We're happy to hear that Daylite helps you manage your small business.

 

Fabien from Duncan & Ross Engineering Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

So far so good. It does the majority of what we expect of a CRM.

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

Efficiency

Pros

- Connection with IPHONE (CRM on IPHONE, Contacts on Iphone)
- Very nice interface to use
- Tasks to delegate and delegated very nice to follow up
- Very nice to search people - companies based upon keywords

Cons

- No connection with OUTLOOK
- Customisation to add colours to links, for example in opportunities I would like to link people to an opportunity - if they are not considered good for the opportunity I would like them to show in RED, the validated people for a project I would like to see in GREEN.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thanks Fabien for your review. We're glad that Daylite helps you run your business efficiently! Your feature requests has been sent to our Design and Development team for review.

 

Scott from Scott Ayerst Solicitor
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Excellent package !

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

efficiency and better control of workflow through my office

Pros

integrates well into osx, great flexibility to streamline my workflows, great interface and ease of use, fantastic ability to set up office systems for client files, administrative tasks, accounting and invoicing etc, making my office work super efficient. allows me to maintain my own precedent letters and documents - much better alternative than some dedicated legal software packages.

Cons

not much to dislike about this software really ! a few small bugs here and there but customer support has been fastastic.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: November 2017

November 2017

 

Thanks Scott for your review, and we're happy to know that Daylite helps you get more done.

 


November 2017

November 2017

Awesome! Easy to use and very easy to stay on top of all aspects of our 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

The benefit of keeping my day to day organized, which allows me to stay on top of things.

Pros

I find Daylite very easy to use and customizable for how I like to sort and organize everything that the software provides.

Cons

There is nothing that I have found thus far that causes me to not like Daylite. A little annoyance may be changing the spacing of the calendar time scale so that I can see my entire day on one screen without having to scroll up or down.

Review Source: Capterra
 

Terry from Terry Livesey Photography

October 2017

October 2017

It's not just the product but the customer service that makes a product.

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

Integration to other software to make it an integral part of my marketing system.

Pros

I used this software a long tim ago and decided I needed to organise my business life again so took the time to look into the cloud based version (I had spent a week trying other CRM solutions but couldn't find one that did everything I needed as easily as Daylite). As I already had expectations of what I needed from the CRM I put it through it's paces on the 30 day free trial and every couple of days I asked some really awkward questions and I always got an answer which solved my problem. It's because of this I decided to purchase the product without waiting until the end of the 30 days. It's also great that I can use it on my mobile device as well as my laptop at home without any fuss as everything is synced and the licence is all included. The integration into the mac system and products like directmail was a real clincher for me as I wanted everything to talk to each other to really make the most of it.

Cons

There are a few quirks carried over from the original version but that is just me being really picky because they needed some cons fro the review.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: October 2017

October 2017

 

Thank you Terry for your review. We're happy to hear that you've had a great experience with our Customer Service team, and decided to purchase Daylite.

 

Michael from Designed Space
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

What a great product. All-in-one for project management, contacts, calendar and email.

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 concept of having all my project management, scheduling, and contacts in one program. Accessible everywhere on all my devices makes it super easy to stay on track.

The company itself is a major pro. They are constantly updating Daylite and keeping the program alive. It makes me feel very secure using the software. What little customer service experiences I had were all great.

Cons

The learning curve. It's pretty tough to figure out a good flow for your business. There is also a lot to the program. It takes a little time to get your workflow down, with tags and categories, but once you do it's a piece of cake.

If there were some basic examples or existing company examples on how they set up their Daylite workflow, that would've been super helpful.

Additional email integration would be nice. I do not use Apple mail so unfortunately, the email tab in Daylite sits dormant. Would be great if it could link up with other clients, or allow me to directly add any email address into Daylite.

The only other negative would be the desktop client aesthetics. The program looks a little outdated in terms of design but like my other cons, it's not enough to deter the user experience.

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: October 2017

October 2017

 

Thank you for your review Michael. We're glad to hear that Daylite makes your business feel secure.

 


October 2017

October 2017

Great and helpful, CRM directly inside Mac Mail.

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

Save time get both more of an overview and drilldown capability into contact-specific information.

Pros

Ties in directly with Mac Mail. Can even send personalized SMS to groups!
Very nifty and clever in terms of group organization and filters. Has helpful 3rd party plugins for telephony, dialing out and showing who's calling you. Gives other calendar and contact apps edit capabilities with CalDAV.

Cons

The printing capability e.g. for projects with tasks and notes could be improved, in order to take to a meeting. In the beginning there was an issue with handling pdf attachments in mass mails, but it seems it has been fixed now.

Review Source: Capterra
 

F. Blaine from Capri Wealth Management

October 2017

October 2017

Excellent CRM program for any small 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

enables me to run my business efficiently

Pros

Customization and ease of integration with Mac OS and Mac environment. Also, mobile version of software is easy to use

Cons

lack of reporting tools and absence of instructions on how to maximize the reporting features, especially merging and importing information from custom forms

Review Source: Capterra

  Response: Marketcircle, Marketcircle Inc

Date: October 2017

October 2017

 

Thank you Blaine for your review. We're happy that you find Daylite to be an excellent CRM program for your small business.

I will let Design and Development team know about your concern of lack of reporting tools.