Daylite Software

4.62 / 5 (278) FrontRunners®

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 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.



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Supported Operating System(s):

Mac OS

278 Reviews of Daylite

Average User Ratings

Overall

4.62 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(195)

4 stars

(65)

3 stars

(13)

2 stars

(4)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 278 reviews

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November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

2.0

Customer support

5.0

Functionality

5.0

November 2018

Powerful and highly customisable multi-function app, but subscription prohibitive for non-commercial

1. My primary contact list, especially for business associates and friends​ globally from my working life. 2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs. 3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.

Pros

Almost infinitely customisable fields, keywords etc. for fast data search and smart lists.
A CRM database, with the added functions of project management and data forms.
Automatic copying of e-mails to companies and people​.
Ability to telephone from the app.
Ability to create templates and forms.
Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example.
Not enough time to list all its amazing features!

Cons

Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use.
Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.

Response from Marketcircle of

Replied December 2018

Hi there, Thanks so much for taking the time to give us your feedback! It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive! If you'd like, we'd love for you to reach out to us at info@marketcircle.com so we can go over pricing with you and find the best option.

October 2018

Jeremy from J.Ridout, Portrait Artist

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

October 2018

My staff loves it. Business intelligence is severely lacking.

I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.

Pros

It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent.

It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below).

Daylite does an excellent job of tracking individual events for each Person.

Cons

While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.

Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads?

The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer.

Piplelines proved too clunky.

Response from Marketcircle of

Replied November 2018

Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.

March 2018

Alan from Pinnacle Marketing Management Inc

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

Fabulous CRM for B2B B2C & Recurring

Already described

Pros

Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly".

Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!

Cons

I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects.

Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.

Response from Marketcircle of

Replied March 2018

Thank you Alan for your wonderful review of Daylite. We are excited to hear how you use Daylite so extensively to manage your business. It's great to hear how our customers use Daylite. May you continue to win more business and get more done!

February 2018

David from DK Ventures Inc

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

VERY Responsive Support for a Great Product

It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management. These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file. Daylite is an indispensable part of my day and essential to running and growing my business.

Pros

Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs.

The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information.

Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.

Cons

The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue.

Response from Marketcircle of

Replied February 2018

Thank you David for your wonderful review of Daylite! We're very happy to know that Daylite helps you run your business and your team, while growing your revenue! Thank you for sharing David. :)

February 2018

Barry from Durmaz Household Embassy

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

February 2018

My Seasoned Love Affair With Daylite!

Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management.

Pros

When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love.

I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle!

This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship.

It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”

Cons

When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated.

Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer.

Response from Marketcircle of

Replied February 2018

Thank you Barry for your love for Daylite! :) We are super happy that Daylite provided you peace and sanity in running your small business. Happy 11th anniversary Barry!

August 2017

Michael from Information Technology and Services

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2017

Daylite supports me to work how I think, natively on my Apple devices, convenient+safe in the cloud

* Contact and Calendar on steroids! Rich linking to capture the rich relationships that really exist in the real world. * Project/task management * Opportunity management for an extended job search. This could not have happened via a spreadsheet, contrary to job coach advice. A job search is too rich to be 2-dimensional. * Native Apple look-and-feel, and UX. * Tracking multiple opportunities in my job search pipeline. * Integration to email. It just fits in the tools I use every day.

Pros

Rich linking -- My ADHD mind isn't deficient in attention - it makes rich connections. Daylite allows me to do that, too. If I think an association is important to capture, Daylite lets me do that. Many other CRM's force an association model on me. I like it that Daylite allows me to make the associations that make sense for me because it let's me later view different perspectives of those links -- everything (yes, everything) that's relevant to a person, an appointment, a note, an opportunity. If I think that's an important as it's top-of-mind, I capture that relationship for later use.

Integrated with native Mail.app -- It's great to link mail to sales opportunities (and people, and tasks and appointment, and projects) all without leaving mail. Then, when I'm back in DL, all that mail shows up when it's relevant. I don't have to go searching through INBOX.

Customer service -- World class. I wouldn't doubt if I were in the top 1% of customers requesting support. I've contacted them A LOT! I always get personal, courteous, expert responses. That's rare. I value that deeply.

Apple first -- The interface does not make concessions to Windows look-and-feel or UX. Yeah! As an Apple-only user, that suits my thinking and muscle memory just fine!

Underdogs -- I feel like I'm part of a movement -- an all-apple CRM that kicks butt for usability and productivity.

Cons

* Beyond-expert-level features and keybindings. Marketcircle is small, and doesn't (yet) have the customer base to get to the kinds of features that my power-user toolsmith mindset would want. For example, some actions require use of a mouse, and I'm a HUGE fan of keeping my fast fingers on the keyboard. That's a nit to pick, but it's the kind of detail that comes from a larger customer base.

Missing - a browser-based (or API) interface -- There are some times that I just don't have my phone or MacBook with me. It would be nice to use any-old-browser. Ah... the tradeoffs for being tightly coupled to Apple-only devices (BTW... See "pros" for same issue).

Response from Marketcircle of

Replied August 2017

Thank you Michael for your wonderful review!

June 2017

Tuey from Carmel Creative

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2017

Daylite has transformed the way we work, helped us to close more business and better manage projects

Please read my survey results that I just submitted as it answers this question in depth.

Pros

Daylite is robust but not overly complicated. The customization aspect is excellent. Our team loves using it for a myriad of reasons including - customization of reports, the plugins from IOSxpert - they are fantastic(!), the mobile version on iphone is completely wired in an user friendly, the new team-view features are superb as we are all able to help deliver on tasks and projects when it counts, the user interface is very clean and organized, the calendar integration with iCal and Google is excellent, the smart lists for projects and opportunities are totally functional and help speed up large scale project accessability while connecting team members...and the list goes on. I particularly like the option of dragging up the most pressing opportunities and project to the top tool bar and having them right at my fingertips.

We also integrate Merlin Project into the larger projects and it's compatibility is excellent. There is a bit of learning curve but once our team took the time to dig in and get under the hood of the cross functionality, it only made our project management easier. In fact, I would say that through Daylite, we have come to sell our project management skills and realize this vertical as a profit center for our small company.

Honestly, Daylite is a game-changer. Congratulations on all that you have accomplished and we look forward to continued roll-outs and developments.

Cons

Need to continue improving Apple mail to Daylite and it would be great to have a slack-like messaging component. Probably the biggest 'want' is the ability to output to word and excel in some capacity. Daylite will output to excel in a very limited fashion - it works, but it could be smoother. I realize that this 'ask' would probably require licensing from Microsoft in some capacity and it may be cost prohibitive.

Otherwise, Daylite is a fantastic platform for Apple shops. We have been using it since 2012.

Response from Marketcircle of

Replied June 2017

Thank you so much Tuey for your love of Daylite. We will pass your feedback to our Design and Development team.

December 2016

Jason from JDGray Group LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2016

Best Mac CRM available

My use case: small consulting firm that has been in business for 3 years. We use Daylite for customer relationship management, project & task management, calendar/resource management, as an applicant tracking system for our executive recruitment line of business, opportunity tracking, correspondence, etc. Prior to using Daylite, we ran the Salesforce platform and if you are willing to commit to the Apple/Mac ecosystem, Daylite is simply so much better than anything else that we have tried for the variety of tasks above. Not only was our previous solution almost 3x the cost, it was much more difficult to use, to customize, and to generate employee buy-in to actually use the system. Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. The data is in the cloud, but the application sits on my machine. This allows for the excellent reliability and off-line usability of a desktop application with the security, standardization, and data-recovery benefits of the cloud. Obviously, because it is Mac-only, I can't get a seat for one of my partners/contractors unless either they or I am willing to invest to get them into the Apple ecosystem. Not a problem internally for my compan