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

Alternatives to Daylite for Mac

Daylite for Mac Reviews

Feature rating

Value for Money
4.4
Functionality
4.5
Ease of Use
4.4
Customer Support
4.6
5 reviews of 362 View all reviews
Heather
Heather
  • Industry: Entertainment
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
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
Features
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
Michael
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
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.

Stephen
Stephen
  • Industry: Newspapers
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
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
Features
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

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