About Daylite

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 add...


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Supported Operating System(s):

Mac OS

311 Reviews of Daylite

Average User Ratings

Overall

4.59 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(216)

216

4 stars

(78)

78

3 stars

(15)

15

2 stars

(6)

6

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 311 results

January 2020

Stephen from Syncopate Advisors, LLC

Company Size: 1 employee

Industry: Professional Training & Coaching

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Terrific CRM for Professional Services Firms

Keeping track of my external network is the most important element.

Pros

I work with professional services firms, such as financial, law, and accounting firms, and also practice law. I use Daylite for everything! The email assistant makes it super easy to file emails. More than just emails, though, is the ability to see a history of all communications. I also keep track of clients using Projects and love the flexibility of the platform. I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.

Cons

Because it is very robust, it can at first appear intimidating. But the setup is so logical that it quickly becomes easy to use. And it is very customizable, especially useful when using Smart Lists. I'd like to see better reporting features, but beyond that, it's comprehensive.

Reasons for Choosing Daylite

Apple integration and ease of use

January 2020

Adrian from Balnagieth Advisers

Company Size: 1 employee

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

A fully featured and user productive CRM

I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist!

Pros

Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings.

Cons

Some highly technical limitations: - No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome! - Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement. - Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version

January 2020

Anonymous

Verified Reviewer

Company Size: 1 employee

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

January 2020

Improvement over time!

I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.

Pros

I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support.

Cons

It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps.

Reasons for Choosing Daylite

Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.

January 2020

Michael from Pocket Handyman

Company Size: 1 employee

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

5.0

Functionality

2.0

January 2020

Still waiting for Daylite to catch up

I will say that the support team at MarketCircle are first-rate, but theyre supporting a very tired-functioning and slow product, that doesnt adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But Im VERY tired of the entire software industry attitude of release and fix rather than polish and be proud. If Daylite had another major competitor on the Mac platform, theyd likely move more quickly. But they dont. So theres not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000s. I suppose in its price point, its competitive in that regard. But Ill gladly provide the devs there with my laundry list of complaints if theyll get in touch with me. I dont want to sound ungrateful, but I think as a paying customer Im entitled to render an informed opinion.

Pros

It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

Cons

It is riddled with bugs in the code and inconsistencies in its severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality Id want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) youre fine. If you have ANY need to be a mobile user, youre mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. Thats one of a loooong list of shortcomings Ive logged since using this since 2014. The truth is, as soon as something more modern and functional comes along Ill gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

Reasons for Choosing Daylite

I had no other choice. There was nothing comparable to use. Daylite has no competitor in this space, sadly. And there really should be more options for small business CRM software that also tracks new business and can handle simple project management.

January 2020

Brian from Solutions International

Company Size: 1 employee

Industry: Management Consulting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

January 2020

Helps me to Get Things Done

I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Pros

It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Cons

It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.