Daylite for Mac

4.6
Overall rating
Reviews

4.6
Overall rating
Reviews

About Daylite for Mac

Take back control of your business with Daylite for Mac! Daylite was designed to empower small business owners by streamlining client management, sales processes, and project organization, freeing up more time for the things they are passionate about. Available exclusively for Mac, iPhone, and iPad, Daylite efficiently manages your business and consolidates all your tasks in one place. With four flexible pricing plans tailored to suit your individual business requirements - CRM, Sales, Projects, and Business - Daylite provides a comprehensive solution for your business. CRM: Track and centralize all your client communications and details in one place, so you can spend less time managing your client list and spend more time building stronger client relationships with them. Sales: Stay on top of every deal and streamline your sales process efficiently in one place, so you can spend less time managing your sales opportunities and more time closing your deal. Projects: Keep track of all the crucial details and organize all the moving pieces of your projects in one place, so you can spend less time managing your projects and more time getting them done. Business: All the benefits from CRM, Sales, and Projects in one place. Daylite Business allows you to spend less time staying on top of clients' details, following up on sales and keeping track of projects, giving you more freedom to do what you love. Feeling overwhelmed by running your business? Download Daylite now and regain control. A free trial is available for you to experience the power of Daylite firsthand.
Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.
Daylite for Mac video
Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey. - thumbnail
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite - thumbnail
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue! - thumbnail
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day. - thumbnail
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place. - thumbnail

Daylite for Mac pricing

Daylite for Mac does not have a free version but does offer a free trial. Daylite for Mac paid version starts at US$30.00/month.

Starting Price:
US$30.00/month
Free Version:
No
Free trial:
Yes

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Browse Daylite for Mac Reviews

363 of 363 reviews
Sort by:
Heather
Heather
  • Industry: Entertainment
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/8/2024

Fantastic app!

I have been looking for a simple easy to use app to keep all my clients records and appointments together in one place. This app is wonderful and sorry I didn't find it sooner. The customer service is excellent.

Pros

I loved the easy way it integrated with Apple Mail, and my iCal. Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing contacts automatically.

Cons

nothing, everytime I look for a solution while I am setting up, there is one. Daylite does come up much in CRM searches which is odd. I asked ChatGTP for the best CRM for Apple integration and it put Daylite at its top recommendation.

Reasons for Choosing Daylite for Mac

I spent ages trying to set up ZOHO. I thought it was good, but integrating with Outlook was a nightmare and the calendar remained outside the App. I gave up. Wasted a lot of time.

Switched From

Zoho CRM

Reasons for Switching to Daylite for Mac

Mainly due to ease of integration. My bookings are often multi day and many apps only allowed appointments across one day. That ruled them out. Also integrating with Outlook means you need the business version of Outlook and setting that up was a nightmare.
Ben
Ben
  • Industry: Publishing
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 9/6/2023

The best small business or freelancer CRM

Extremely positive. I was a Daylite user for a long time, switched to something else including various web based solutions, and will now switched back full time because I miss the advantages of a native Mac app.

Pros

Daylite is beautifully integrated into macOS, very easy to set up, very easy to use. A masterclass of focused app development n

Cons

Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app.

Alternatives Considered

Claris FileMaker

Reasons for Choosing Daylite for Mac

Ease of use and integration with macOS

Switched From

Claris FileMaker, Basecamp, ClickUp and Asana

Reasons for Switching to Daylite for Mac

Integration with macOS and out of the box use

Response from Marketcircle

Hello Ben - thank you so much for your review!
It's fantastic to hear you appreciate Daylite's seamless integration with the Mac and its ease of use. We're happy to have you back in the Daylite community. Thank you for your support!

Replied 16/6/2023
PJ
PJ
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
1
Functionality
2
Ease of Use
2
Customer Support
4

2
Reviewed on 5/12/2018

Daylite is Badly Designed

Terrible

Pros

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Cons

It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Response from Marketcircle

Hi PJ,

Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously.

We're glad that you know your data and any work you put into Daylite was safe; that's really important to us!

We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite.

We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: [email protected]. Thank you for helping us continue to constantly improve Daylite!

Replied 6/12/2018
Diana
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/11/2024

Powerful All-in-One CRM and Project Management f

Overall, my experience with Daylite for Mac has been positive. It's a powerful tool for managing both projects and client relationships in one place.

Pros

I enjoy the project management and CRM functionality in a single platform. I love how it allows me to track both client relationships and project tasks seamlessly.

Cons

It feels a bit overwhelming for new users, especially when setting up the system and figuring out all the advanced features.

Stephen
Stephen
  • Industry: Newspapers
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 6/10/2022

Why we use Daylite as a media company

Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite.

I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team.

Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.

Pros

The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important.

Being able to update the database on our iPhones and iPads lightens the physical load on our team

Cons

If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.

Alternatives Considered

monday.com and HubSpot CRM

Reasons for Switching to Daylite for Mac

Daylite was the most configurable and easiest to use

Response from Marketcircle

Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support!

Replied 28/10/2022
Adrian
Adrian
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 29/1/2020

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

MICHELLE LYN
  • Industry: Food & Beverages
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 14/4/2024

Daylite for Mac of K's Kitchen

So far, using the daylite for mac crm is such a blessing to our business. It hastens the process, and makes everything work smoothly. The analytics show us the trend that is very helpful for checking out the progress of our marketing strats. I once had a problem with the setup but the customer service helped us go through the process and was very helpful.

Pros

I like that daylite for mac helps our business get more leads for potential customers. Posting contents to our social media accounts have never been easier. The crm has lots of features and is very user friendly. The customer service is also really helpful

Cons

I hate that the app only works when connected to the internet. Otherwise, the database won't load. There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i failed to retrieve it. I wish the database would have an offline version.

Sascha
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 5/12/2023

One of the best, complete and integrative solutions on Mac

Does a good job and would have been used further when we did not have to close company.

Pros

Easy to install and use. Good integration with other tools (i.e. accounting) and mobile availability.

Cons

For a small company it seems to be much more than we just need to have. So many of the available features could not have been used.

Response from Marketcircle

Hi Sascha - Thank you so much for your review! We appreciate your support.

Replied 15/12/2023
Luiza
  • Industry: Newspapers
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/3/2024

Good App ... for Mac only.

Being an app and not cloud based Saas is fast and fluid.

Pros

Everything worked flawless, the app is fluid and has a beautiful UI. Easy to setup and use. Support is great and is there for you.

Cons

Unfortunately, is available only for Apple ecosystem.

Response from Marketcircle

Hi Luiza - Thank you so much for your review!
We're happy to hear that you enjoy Daylite's user interface and ease of use, as well as our customer support. Thank you for your support!

Replied 1/4/2024
Michael
Michael
  • Industry: Supermarkets
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 27/9/2023

An essential tool for sales agents

Pros

Pretty intuitive with a short learning curve

Cons

Terminology is different to ours so we changed

Response from Marketcircle

Hello - Thank you so much for your review!
We're happy to hear that Daylite has become an essential tool for you sales team. Thank you for your ongoing support!

Replied 6/10/2023
John
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
4

4
Reviewed on 28/8/2023

Love Daylite but does not integrate with 365 (outlook or teams)

I love Daylite and couldn't live without it many of the features but the lack of true integration with Microsoft 365 is a MASSIVE pain point for me. If this could be overcome and the UI given a refresh it would be almost perfect.

Pros

Offline sync, native app experience, powerful CRM, sales pipeline and project management features

Cons

No integration with Microsoft 365 is a massive pain point as 95% of my clients and stakeholders use it and it's not possible to sync 365 calendars or contacts with Daylite. Some parts of User Interface (UI) feel outdated. The merge / document assembly and estimates engine are really dated and not very user friendly to configure. Also - not all external calendar invites 'are not compatible with daylite'. Lastly - Marketcircle does not share its development roadmap so it feels like users are left in the dark.

Response from Marketcircle

Hi John - thank you for your review!
We're glad to hear that you enjoy Daylite's offline sync and the sales and project management features!
We've escalated your feedback to our Product Development team. Thank you for your support!

Replied 7/9/2023
David
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 15/10/2020

Over 15 years using this, and I LOVE IT!

I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.

Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!

So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....

LOVE WHAT I DO!!!

Pros

GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.

Cons

I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.

Alternatives Considered

Act!

Reasons for Choosing Daylite for Mac

I switched back to Daylite, shame on me for leaving you. My bad!

Reasons for Switching to Daylite for Mac

Does not support Google Calendar on Mac.

Response from Marketcircle

Hi David. Thank you for such an amazing review! We're thrilled to hear you enjoy our CRM functionalities in your Real Estate practice. Thank you for your ongoing support!

Replied 18/10/2021
Tuey
  • Industry: Events Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/6/2017

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

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

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

Replied 14/6/2017
Christian
Christian
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 16/6/2018

I use Daylite for privat use and it helps me a lot to handle my privat office stuff

Self organisation

Pros

Best fetaures:

- Apple Mail Integration
- Cloud Service / App syncing
- The possibility to link everything with everything

Daylite is a great program to collect documents, correspondence and all information about daily office stuff.

The timeline helps me a lot to organice my self and supports me a lot to find old documents and correspondence.
The biggest benefit is the App to access the informations from everywhere.

The worklist is a big feature for my daily task management and helps me to not forget important stuff.

Cons

The update mentality is a shame. No worries, but in my feeling Marketcirle is very slow in development.

The calendar is a mess. Without the integration in Apple calendar the Daylite calendar would not usable for me.

The task and project management is okay but had lots off oppertunitys to become better. Tools like Thinks or Omnifocus are much better than Daylite.

The document management could be either more functional and should more functions provide to organice.

The iPhone / iPad app stands still in development. You should integrate more functions from the desktop version for example like Groups.

The design from all Applications are very old school and need a refresh.

Response from Marketcircle

Thanks for the review! We're happy to hear that Daylite helps keep you organized, manage the day to day and helps you not forget what is important for your business. We are working to speed up the development process and seeing real results!

Replied 22/6/2018
Sharon
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/11/2022

I Love Daylite

See PROS . . . it tells it all!

Pros

I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider.

Cons

There is nothing that I like "least" about Daylite

Response from Marketcircle

Hi Sharon! Wow, thank you so much for this amazing review! We're beyond happy to know that Daylite helps you and your teams stay organized and working efficiently at all times. I'll forward your shoutout to our Customer Service teams. Thank you for your ongoing support!

Replied 9/12/2022
Michael B.
Michael B.
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/12/2017

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

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.

Response from Marketcircle

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.

Replied 8/12/2017
Victor
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/9/2021

The Best Rock-Solid Business Management Software (on any platform)

I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them).

Pros

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Cons

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Response from Marketcircle

Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support!

Replied 18/10/2021
Gary
Gary
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 13/1/2018

Daylite is a great cloud based CRM that is better than anything out there!

Pros

Linking is a key feature and benefit with Daylite, you can link people to a company and to other people, tasks, projects and pipelines. These can be linked in the diary as well, coupled with all emails linked through means you have a fully linked client history, with all the relevant information in one place. In todays small to medium sized business that doesn't have the people resource to manage this level of functionality, Daylite does it all!

AND, you can run it on multiple devices, iPhone, iPad and iMac, with auto-syncing means no back ups required. I couldn't be happier with Daylite Cloud.

Cons

Nothing really, customer service is very good and software is great. I guess the only small downside is sometimes not a quick response from support as they use Canada timezone. But its not a big issue.

Response from Marketcircle

Thank you for your review Gary, and we're super happy that you love Daylite Cloud. It is great to know Daylite Cloud is keeping you organized and in running your business more efficiently!

Replied 15/1/2018
Anna
Anna
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/1/2018

I depend on Daylite to manage my business and my private life, my whole life actually :-)

I depend on Daylite to manage and keep track of everything, business and private.

It would be on the rare occasions when there have been sync problems but they were very rare and lasted only a very short time.

Pros

There are so many things I like it's impossible to think of them all but just the ability to keep everything that has to do with a certain project or client linked so I can easily look it up is one thing. When a client ask me for something to do with a specific project I did way back I can still quite easily look it up and give the client the information they are looking for. Also the Pipelines with their custom tasks in Projects and Opportunities are invaluable. And of course, having all this synced over all my devices. The customer support is excellent - the best I've experienced anywhere!
In short, I don't know how I would manage without Daylite!

Response from Marketcircle

Thank you Anna for your awesome review!

We're super excited and happy to hear that you depend on Daylite to manage your business and private life. :)

Replied 22/1/2018
CV
CV
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 15/12/2017

Daylite is a gem that no small business should be without

It's the hub and backbone of how we do business everyday. It helps internal communication to be effective and efficient. Daylite being the hub on all information related to projects and opportunities, eliminates wrong information since everyone on the team is looking at the same up-to date information.

Pros

Ability for a business to work together as a work-group and team. All key information in one place and ready to use on all your apple devices. Searching and finding your data is fast! Now with Daylite Cloud and integration with other could services, the functionality expands to new heights.

Cons

Contact information from email signatures must be entered manually into a Daylite contact. This should be automated. Having the ability to have 'outline' format in Notes would be great! Phone app sometimes continues to remind you of appointments that have been cancelled or deleted.

Response from Marketcircle

Thank you CV for your review of Daylite! It's great to hear that Daylite is the backbone of your business, and keeps your team up-to-date.

Replied 19/12/2017
Gary
  • Industry: Consumer Goods
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 4/5/2019

Intuitive and immensely powerful

Early days with my first project (client) but having hosted a team workshop day to document (flipcharts and post-it notes) the end to end sales process (headline Stages and the detailed tasks/deliverables within each stage), I’m now developing and fine tuning Pipelines for Opportunties and Projects (including a Lost opportunities Pipeline) to help streamline the processes to help the business deliver more efficiently and at higher volume. I can see Sales Assistant high on the agenda in due course ... but one step at a time for now!

Pros

Having worked in a large Uk Plc for over 30 years, I have seen many iterations of different CRM systems come and go, each one promising to be better than the last... unfortunately, many never delivering on the promise we were sold as front line users and eventually falling into disuse. Now self employed as a consultant, I have been introduced to Daylite for the first time working with a small business that wants to grow; it has the capacity with orders, but is constrained by internal expertise and resource. At every step of my learning so far with Daylite, I have not yet failed to be impressed with the immense power contained within Daylite to automate, support and streamline the sales management process. I am now working very closely with my first client SME to develop fuller use of Daylite in their business using Pipelines and Forms to enable improved productivity and therefore sales growth from the same resource (to begin with) and the intuitive operation of the system should make this very easy and rewarding on all fronts. The online video tutorials are excellent and willingness of the software team to support and answer queries, first rate.

Cons

Not a lot to be honest, but I’m still learning!

Response from Marketcircle

Hi Gary,

Thank you so much for this feedback! We're so glad to hear you've had a great experience so far.

Daylite really is packed with a lot of power and features and it's great to hear you're getting value out of this flexibility! We know how important having a streamlined sales process is so we love hearing you're already taking advantage of Pipelines!

Replied 23/5/2019
Bruce
  • Industry: Oil & Energy
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 11/10/2021

almost irreplaceable

Helps me manage the time and tasks of myself and others involved in a project. I wish there was a more serious Notes module.

Pros

It's the only product I've found out there that integrates it all.

Cons

The lack of a "flow chart" showing how each field can affect other parts of the DB.

Response from Marketcircle

Hi Bruce. Thank you for letting us know how much Daylite helps you keep track of tasks and better manage your and your teams time. We appreciate your support.

Replied 18/10/2021
Verified Reviewer
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 13/2/2018

Daylite helps me run my business from anywhere, on my phone, mac and iPad.

Control of my business.

Pros

I love that I don't have to do "old yeller reports" for my team. I can simply see where they're all at, and keep a track on the numbers that mean the most. dials, meetings, proposals, and won deals. All the attachments, client history, calls, and information is kept for me, so I can transition staff easily or update myself on activity.

Cons

I do wish that it had email open tracking, templates for emails, and suggested activity sets. As someone who may not be the most sales-inclined, I'd love a little more industry-leading guidance on what the best activities sets for networking, following up after a meeting, and such are.

Response from Marketcircle

Thank you very much for your review and it's great to hear that you use Daylite to help you see where your team is at, and help you win more business! :)

Replied 14/2/2018
Verified Reviewer
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 9/4/2019

We have used Daylite for 10 years

Pros

You can link emails directly from Mac Mail, simple-easy-and always there. The switch to Daylite cloud was seamless and zero problems thus far. 10 years+ and still appreciate the features and ease of use.

Cons

I wish changing appt's on the calendar had an option to confirm. Also the ability to create form letters from a project with multiple contacts but utilizing one address would be a huge time saver.

Response from Marketcircle

Hi there,

It's awesome to hear you had a seamless move to Daylite Cloud! We know how important emails are so knowing you get value out of Daylite Mail Assistant makes us very happy!

We love hearing feedback from our customers - if you have feature requests, you can always reach out to us at [email protected] and let us know - it'd be great to hear more about your appointment and letters idea. Our developers review all requests :)

Replied 11/4/2019
Christian
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 22/2/2019

Daylite in a law practice

I run a law practice. I don't know how I would be able to maintain an overview of my clients and projects and dead-lines without Daylite. The software never caused problems, save for errors on my own part. It's greatly appreciated.

Pros

I appreciate the fact that a template for the database came pre-installed and that it was easily modified to suit my needs in terms for categories of contacts and projects/objects. The e-mail integration is important to me as mails are generally attached to the relevant contacts/projects. The integration of pages and numbers templates provides for a smooth process of drafting letters, contracts, income sheets etc. The task system of setting dates to keep me alert on dead-lines is crucial as I do a law practice and dead-lines are an integral part of my couselling.

Cons

I was worried about transferring to the cloud as I couldn't get an authoritative answer from my association as to whether I was really allowed to store sensitive client data this way. Consensus now seems to prevail that this is OK, though.

Response from Marketcircle

Hi Christian,

Thanks so much for your feedback!

It's great to hear tasks are keeping your on track and our options for integration are making things run smoothly.

We know how important deadlines are and we're really happy we're helping you get things done!

We appreciate the time you took to share your comments - thank you again!

Replied 4/3/2019
Asekho
Asekho
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/6/2023

Love it

I’m happy

Pros

Easy integration for my work load. Love it

Cons

Besides it being a little bit pricey, I love it

Response from Marketcircle

Hello - Thank you for your review! We're thrilled to know you're happy with Daylite. Thank you for your support!

Replied 23/6/2023
Igor
  • Industry: Entertainment
  • Company size: 11–50 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
0
Functionality
5
Ease of Use
5
Customer Support
0

5
Reviewed on 17/9/2023

Daylite CRM

Pros

Daylite has emerged as a highly customizable CRM software that effectively manages clients, conversions, and project completion

Cons

There is nothing to like because it's fantastic

Response from Marketcircle

Hi Igor - Thank you so much for this amazing review and for your ongoing support! We appreciate it!

Replied 22/9/2023
Heather
Heather
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
4

5
Reviewed on 21/12/2020

Manage client contacts and sales effectively

I had great time with this platform and it has really helped our organization. It functions well and I have not experienced any breakdown.

Pros

It has the ability to manage our projects and sales from daily basis. It tracks potential sales and progress of various projects assigned to our team members.

Cons

Its operation is not easy for beginners but with time the user gets experience.

Breanne
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/11/2021

Game changer for small business

Pros

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Cons

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Response from Marketcircle

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

Replied 7/12/2021
Michael
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
2
Ease of Use
2
Customer Support
5

2
Reviewed on 30/1/2020

Still waiting for Daylite to catch up

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t 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 I’m 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, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m 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 it’s 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 I’d 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) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll 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.

Jeremy
Jeremy
  • Industry: Fine Art
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
4

4
Reviewed on 24/10/2018

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

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.

Replied 20/11/2018
Barry
Barry
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
4

5
Reviewed on 3/2/2018

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

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!

Replied 5/2/2018
Michael
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/8/2017

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

* 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

Thank you Michael for your wonderful review!

Replied 29/8/2017
Jason
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 23/12/2016

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 company, but it is a limitation that can best be described as the blessing and curse of Daylite. I am certain that if it was a web-based or cross-platform software, it would not integrate as tightly and there would be more performance issues. Its not something that I consider a fatal flaw as I am fully invested in the Apple ecosystem, but is a limitation for scalability.

In the few instances where I have had a support issue come up, I'd place MarketCircle's support team right at the top of software support teams that I have ever dealt with. They spend the time necessary to understand the problem, find the solution, and communicate fully and quickly. What more can you ask for?

If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough.

Pros

It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much.

Cons

The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation.

Response from Marketcircle

Thank you so much for your review, Jason :)

Replied 28/12/2016
Verified Reviewer
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/11/2018

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

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

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 [email protected] so we can go over pricing with you and find the best option.

Replied 5/12/2018
Christine
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/1/2020

Dayite: Thirteen Years And Counting

Pros

After a highly successful career in corporate IT, I completely switched gears and started a real estate business in 2007. Familiar with CRM for large corporate accounts, I wanted that same functionality in an affordable Mac-based small business solution. Thirteen years later, I am still a huge fan of Daylite. In addition to meeting those initial requirements, Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system. It has never failed me. The iOS additions are incredibly useful. And, as a sceptic of cloud-based solutions for security and client-confidentiality reasons, I was thrilled to see how Marketcircle handled their approach when moving to a subscription service. I have no concerns about data security issues and it makes syncing that much more seamless.

Oh, and the integration with Mail is brilliant and keeps getting better. Really, this may seem obvious to some, but when you're legally required to maintain an audit trail of real estate transaction histories, what could be more efficient than a tool that captures mail, stores documents, allows me to create my own workflows, and then creates a report at the end that simply gets added to the transaction record?

It's truly the best investment I've made in my business.

Cons

In the past there were some hiccups with adding attachments into the database, but this was quickly resolved.

Verified Reviewer
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

5
Reviewed on 30/1/2020

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.

Alternatives Considered

Insightly and Salesforce Sales Cloud

Reasons for Switching to Daylite for Mac

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.
Michelle
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 28/6/2019

Daylite is my Command Central

I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players.

Pros

I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.

Cons

The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.

Response from Marketcircle

Hi Michelle,

We're so glad to hear Daylite is making your life easier! Being able to link your emails and manage all of your projects with ease makes such a difference. Like most CRMs, we know Daylite does take some time to learn and it's great that our support team has been able to help you through the process!

Thank you so much for this wonderful feedback!

Replied 10/7/2019
Alan
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/3/2018

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

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!

Replied 19/3/2018
Stephen
Stephen
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/1/2020

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Daylite for Mac

Ease of use and reliability. Outlook through Office 360 had so many password and access issues that I couldn't stand it.

Reasons for Switching to Daylite for Mac

Apple integration and ease of use
David
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/2/2018

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

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. :)

Replied 22/2/2018
Carol
Carol
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 29/1/2020

Couldn't function well without it

They are very responsive to my queries and get back to me within 24 hours if I need help. The 24 hours is completely acceptable since I am based in NZ and they are on a different time zone.

Pros

The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times.

Cons

I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes.

Verified Reviewer
  • Industry: Capital Markets
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 24/2/2018

I wanted a Mac friendly CRM that resided on my desktop. Daylite fit the bill.

Pros

That fact that it integrates with Mail and other Apple products so smoothly. You don't have to compromise your daily computing environment by using Outlook or some other third-party product. I'm not crazy about it moving to a SaaS model but I understand the business reasons for it. And it's still an Apple/Macintosh product which will retain me as a user. I had one support issue and it was taken care of extremely quickly and efficiently. I wish all companies' support systems were as good.

Cons

I find the search function can be slow at times and I may not always get the results I expect. I also wish you could easily move chronologically through the entries that are listed in the "All Activity" view of a project, opportunity. I open something to read it, then have to close it to go to the next entry. These reasons are why I only gave it 4 stars on ease of use.

Response from Marketcircle

Thank you for your review and we're super happy that you had a great experience from our Customer Service Team.

I have sent over your feature requests to our Design and Development Team.

Thank you for your feedback and we appreciate it! May you continue to win more business and get more done with Daylite. :)

Replied 26/2/2018
Steven
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 6/10/2022

Daylite is the complete file management package

Daylite is promoted as great for getting new work. It is but it is much more than that. Once a new job is won, Daylite tracks the work, keeps time and records all movement on the file. When you time cost work, the ability of Daylite to track every action taken and all letters, and emails and documents received quickly and efficiently is fantastic.

Pros

The integration of the CRM with the ability to have discrete files for different projects (matters) for the same client.

Cons

Sometimes attachments do not remain attached to emails when saved to a Daylite project.

Response from Marketcircle

Hi Steven - Thank you so much for your review and for your ongoing support!

Replied 28/10/2022
Christopher
Christopher
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 13/5/2018

I have been a user of Daylite for 6 years.

Pros

Software is intuitively very easy to use. My four-Star rating is due to the higher end functions not being as intuitive. Support from the company is great. The folks at Marketcircile are very interested in listening to their users. They respond quickly during normal business hours to help. Daylite is also way more powerful then it initially appears. Various consultants across the world have built businesses setting up and customizing this product for its users willing to pay for the service. It takes very little to learn the basic, but I feel as if I've barely scratched the surface despite this being a very useful product to me.

Cons

Marketcircle is not a gigantic company so sometimes the lack of instructions on certain aspects of the product is frustrating. However the company has definitely improved a ton on this by posting training videos on their website.

Response from Marketcircle

We are so happy to be a part of your business for the last 6 years! We want to give small businesses the most powerful and simple to use app possible and we take your feedback seriously.

Replied 22/5/2018
Verified Reviewer
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/6/2019

Powerful Business Development for the Entrepreneur

Pros

This is a great tool for our time - it feeds and tracks all information about the all important customer into one location, allowing consistent and relevant information to be channeled to and from the prospect and customer. I love this CRM! The team of developers and customer support professionals are quick to respond, bright and friendly, and take my concerns (a sole practitioner) seriously every time.

The ios Daylite app is just as powerful and new features, such as an integrated mail function, are being developed all the time.

Cons

I would want better integration with texting and calling from my iphone. Texting is now handled by a third party developer which doesn't meet the standards of function and ease of use set by Daylite developers.

Response from Marketcircle

Hi there,

Thank you for this wonderful feedback! We're so happy you're finding value in having everything in one place!

SMS functionality is definitely something we can look into when it comes to feature requests - we will pass this along to our development team for review!

Replied 5/7/2019
Carol
Carol
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/7/2017

Great application that works seamlessly on all of my devices.

Makes my life and work easy to organise and keep up-to-date.

Pros

It syncs beautifully across all devices. Enables me to have all of the information and interaction with my clients and projects all in one place. The interface with Apple Mail delivers the emails into my projects and that combined with files, notes, appointments, and tasks all being attached to my clients means I am always clear on what is happening with my projects.

Cons

Hard to find anything I like least as Daylite is my go-to software. Its a small thing but it would be nice if the calendar view could be changed so that I could see more of the day on the screen at the same time i.e. it is currently in half-hour increments which can't be changed and I often work in evenings and have to remember to scroll down to see appointments in the evening. Would be good if it was customizable to change the viewing to hour increments.

Response from Marketcircle

Thank you Carol for your review! I will send your feature request along our Development and Design team!

Replied 14/7/2017
Brian
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 31/1/2020

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.

Cathy
Cathy
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/1/2018

Daylite contact management is a must for Apple/Mac users! Outlook is archaic in comparison.

Pros

Synchronization with Apple programs is awesome. Broad range of functionality; i.e. contact management, calendar, tasks, project management, sales/opportunity management, mail merge, scheduling with shared calendars, etc. etc. Ability to import events from Outlook. Contact management is 'Person' driven, not date/event driven like Outlook. I can view upcoming events with contacts, as well as history with each contact. Love the online version! Love Daylite iPhone app!

Cons

There is nothing I don't like about Daylite software. I highly recommend it. My only wish is that Outlook was an Apple vs. PC product, since the business world is entrenched in Outlook vs. Apple Mail. This would eliminate dragging events scheduled in Outlook to Daylite. It's a simple, easy step though and I'm grateful for this functionality.

Response from Marketcircle

Thank you Cathy for your review of Daylite.

We're happy to hear that you love Daylite Cloud, and may you continue to win more business and get more done with Daylite Cathy!

Replied 25/1/2018
Gary
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 29/1/2020

Daylite is the Back Bone

There are many Real Estate CRM offerings but most are just tracking how many times a client connection is made and using predesigned templates that often look and feel like exactly what they are - computer generated communications that are have a high probability of being filtered into junk mail. These programs are expensive if one looks at what they provide versus Daylite and as we know having multiple tracking programs and calendars is is not good time management and results in habits not being formed to ensure success. Daylite is the best CRM I have used since these types of programs came into being.

Pros

I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.

Cons

Taking the time to maximize my use of forms and other templates that could improve my productivity

363 reviews

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