Daylite for Mac

4.5 / 5 47 reviews

Who Uses This Software?

For MAC-BASED small businesses that need to manage projects and tasks in a team.


Average Ratings

47 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
    See pricing details
  • Pricing Details
    Includes Mac, iOS, and Mail integration
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Marketcircle
  • www.marketcircle.com
  • Founded 1999
  • Canada

About This Software

EXCLUSIVELY for the Mac, iPhone & iPad. Daylite is a small business CRM & productivity manager. Build better customer relationships & increase your team's efficiency. Share information with your team by viewing all your emails, notes, calls, appointments & more for your customers in one place. Daylite integrates with Apple Mail like no other CRM. Store emails & schedule tasks right within Apple Mail. Manage your contacts anywhere on your Macs, iPhones & iPads even without an internet connection.


Features Checklist

  • Budget Management
  • Bug Tracking
  • Collaboration
  • File Sharing
  • Gantt Charts
  • Idea Management
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking

Product Reviews

Daylite has unfixed bugs and weak functionality

Jan 12, 2017
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Comments: Anymore, there are simply better CRM programs for a Mac. A few years ago, Daylite was the best of the worst. The software and app were full of bugs and complicated tech solutions to ensure data synced. I had this weird bug where my tasks would not delete and Daylite support knew the problem existed for customers but forced people to upgrade to a newer version instead of fixing the bug. It's an overall wonky system for an expensive price, and that was fine 5 years ago but better software and apps now fill the market for CRMs.

Vendor Response

by Marketcircle on January 31, 2017

Hi Jenson We are sorry to hear that your experience with Daylite was not a positive one. We work hard to make sure our customers love Daylite and we take your comments seriously. The reason your issue wasn't fixed in 4 was that Apple dropped support on the SDK Daylite 4 was programmed in. To submit updates to the app store developers had to use the new SDK which meant a complete rewrite. Daylite 4's development cycle had ended so we can not invest in rewriting it. This allowed us to focus on the newest technologies available and continue to move Daylite in the future. While we still believe this was the right decision we are sorry that you were affected by it. Syncing was a common complaint of earlier versions and why we developed Daylite Cloud. Each server environment was different, and made syncing a challenge. With Daylite Cloud that is a thing of the past as we manage all that for you. If you give Daylite Cloud a shot we are confident you'll be very happy with the updates!

Best Mac CRM available

Dec 23, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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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.

Overall: 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.

Recommendations to other buyers: 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.

Vendor Response

by Marketcircle on December 28, 2016

Thank you so much for your review, Jason :)

Best Information Manager Available

Dec 22, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Great customer support.

Cons: A bit slow to come up with new functionality.

Overall: I've been using Daylite since 2004 and it has been a great asset to our business. Specificity there is no better way to keep track of your relationships.

The only thing we would like to see, is an easier way to track Text Messages.

Recommendations to other buyers: I highly recommend Marketcircle's Cloud Service

Happy customer

Dec 22, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Comments: I don't need to say a lot. I would, and do, recommend Daylite to friends seeking a Mac CRM. I think the product is good, and the support is fantastic.

Great CRM for SMEs

Dec 22, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using Daylite for all our marketing activities as a CRM and it has been fantastic! Probably the best thing about it is its functionality and features - every company can mould it to its needs and make it as simple or as complex. The only thing that could be improved is customer support, since the company is based in the US, it lacks timely support for Europe-based companies.

Vendor Response

by Marketcircle on December 22, 2016

Thanks for the review Andrius! Just to clarify, we're in Canada, not the US :)

Unique and effective

Dec 21, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Great product but it does have some functionality issues and isn't as effective as it should be via mobile device.

Great product & excellent service

Dec 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: After 2 years of use, I cannot imagin my biz without Daylite. Very user friendly, great tech support and great add ons avaible from iOS xpert.

My workflow nirvana

Dec 21, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Flexibility, endless set-up possibilities, offline access, task management abilities (keywording is awesome)

Cons: not being able to have activity tasks auto-start at a certain date without setting up a task as a reminder

Overall: I've used Daylite for many years (long enough to remember how excited I was when Daylite Touch came out) and although the set-up took some brainstorming/planning because there is a myriad of possibilities for workflow management, it was well worth the investment. This product is versatile, robust and accommodating. I use it primarily for GTD and project planning for my accounting practice. It is my one-stop shop for organizing my time, tasks and deliverables. The customer service over the years has been improving with its response-times and helpfulness. It was great when I first started using Daylite and has exponentially improved since then. I cannot imagine my practice without Daylite.

Recommendations to other buyers: It is definitely a more steep than average learning curve but well worth it in the end to spend the time.

A wonderful mac and ios CRM.

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: This app is being used to track leads, and tasks associated with the leads.

Cons: Custom reporting is a little difficult to setup, but hopefulyl you have an admin or analyst who will set it, and you wont need to touch it again.

Overall: The app is a great tool for shared colloboration, with an easy to use shared contacts, objectives, calendar and tasks list. For a sales team, this is an excellent tool for keeping all members working off one database. The app syncs a copy locally, so you can work offlien as well.

Life Changer

Nov 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Using Daylite and the accompanying apps has really enhanced my productivity and helped me manage my time better. With almost all my communications and new business coming through my email accounts, Daylite Mail Assistant can help me organize my business and personal life all from Apple Mail. I can keep track of emails, notes, tasks associated with projects, tasks and meetings and plan for the future to ensure I am making the most of my time each day.

Highly recommend Daylite. Worth every penny.

A great tool for an independent musician.

Oct 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Daylite makes it possible for me to handle several international tours and composing and recording projects at the same time. A great tool for an independent musician.

Outstanding customer service

Oct 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I like the software, and still don't feel I'm using its potential.

But I'm writing this review because I've been super-impressed with how they've backed up their product. Always prompt replies to my queries. Clear instructions on what to do so I can provide enough information to help them help me. And then, remote access to see for themselves.

Daylite makes my successful business and life possible!

Sep 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used many organizational system software programs and Daylite by Market Circle is by far the best... ease of use, comprehensive features, the way it integrates with Apple Mail and other computer features. If you like David Allen's "Getting Things Done," you will love how Daylite makes it easy to apply those principles and steps.

And the customer support team is so knowledgeable, friendly and quick to help.

This Capterra site only allow ratings up to five stars. I give Daylite ten stars.

Been a Daylite User for 5 Years!

Jul 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great software for managing my daily calls and contact with leads, prospects and customers!

My favorite part is how the e-mail is integrated within Daylite. As I send an e-mail to a customer I am able to save the interaction in Daylite for future reference. It also stores any attachments I might have sent.

Intuitive and Seamless

Jun 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our wedding photography business has been using Daylite since 2011, and without it we¿re not sure where we¿d be. Our customer services benefits from intuitive features such as email integration, our projects can easily be streamlined due to the ease of pipeline setups, and we¿re always prepared for upcoming tasks due to the simple calendar setup. Of all the tools our business has integrated into our workflow, Daylite is certainly the most valuable as it transfers the benefit of great service over to the clients and we¿re always on top of things.

Excellent business and productivity management program

Jun 29, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I couldn't run my business without Daylite.

You need to invest some time in the setup phase - there are lots of templates to get you started or help you out - but once you are up and running the program is great.

We use it to store client information, supplier information, file details, documents and dates. All information is available at the click of your mouse - or if I'm out of the office - on iPhone or iPad.

I like the activity sets - these allow you to program in a series of key dates and link them to a client or a file - it is a great risk management tool for lawyers.

The tasks function is something I use daily - particularly the ability to set reminders, delegations, link files etc.

We export Daylite information to our Billings Pro app - it saves duplicating data entry.

We've called on customer service a number of times when we have encountered problems - the support is always prompt (even taking into account time zone differences) and it is clear they are there to get you back up and running as quickly as possible.

If you run your business on Apple then I highly recommend Daylite.

The best Mac OS X CRM on the market. Essential.

Jun 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: An exceptionally intuitive interface almost native to OS X with a vast array of customisation to suit any business. Any company looking to improve is productivity, service delivery and customer relations needs to seriously look at this. Its been the backbone for my business for years and helped us generate an unparalleled level of delivery in my industry. Marketcircle also provide the best customer service I've ever found. A very satisfied customer.

Streamlined Organization

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our office uses Daylite to manage a small law firm. The ability to link projects (matters), people, notes, email, events, and tasks together interchangeably has incredible value. Daylite's biggest value to us is this feature; I can pull up a case and see all people, notes, and events associated with it in a glance. It also makes reviewing a case history very easy, removing the need to search multiple places.

Further, Daylite's improved search feature makes finding specific notes, emails, or client data extremely easy. The learning curve on the software is relatively shallow, so new employees are brought easily up to speed on usage. On the balance, this is great software that has continued to evolve in useful ways over the years.

The only Con that I have about Daylite is that it still requires a physical central server for synchronization. We maintain a firewalled Mac Mini, which admittedly could be outsourced for a monthly fee. However, it would be nice if Daylite cloud materialized, removing the need to keep a server running 24/7 for this purpose.

Brilliant.

Jun 26, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Daylite combines everything I need to run an organized, efficient studio. It is the absolute best piece of software for project and relationship management.

Daylite is "a force multplier" for small business

Jun 26, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I run an small sales and marketing company - 15 employees. Daylite allows us each to focus on our own strengths, and to handle many-more opportunities and projects with a small team. Most importantly, it allows us to measure our successes and failures, to take chances on new processes, and to invest in methods that prove to be successful.

I conservatively give Daylite a value of two additional sales people, in our organization.

There's a learning curve, to be sure. When we started with Daylite in 2006, we initially used only contacts and calendar, but we now use almost all of the features. Our income and growth have tripled since we've started with Daylite; far outpacing our industry's average.

Daylite

Jun 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've been using Daylite for almost five years to collect and organize information from the numerous school districts we work with and those who have inquired about our services or materials. We also use Daylite to manage projects and to coordinate all of our team¿s various schedules. Daylite is an invaluable program to our business. It is a way for us to make numerous connections between all of the people and school districts that we serve. Daylite streamlines our workflow especially because we have employees in northern and southern California, Oregon, Montana, and Kansas. Daylite is a logical way for us to maintain effective communication among our team and with our districts.

Smart, stable and flexible CRM tool for the Mac

Jun 26, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: My 2 cents from the perspective of a small Medical Recruitment business:

Pros: intelligent workflow out of the box, comes with decent tools for a small to medium size business environment. Effective team tasking and data syncing. Seems relatively secure and is a stable software platform.

Ample 3rd party development for reports, plugins and such.

Cons: Limited ability to automate the outbound call process (very limited auto-dialer) Cannot link some items (Project to Project, for example).

Long time user of Daylite

Jun 25, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Daylite in my business and personal life for over ten years. This CRM has helped me keep very detailed information about clients, projects while running a complex calendar. Daylite was built for productivity right from the start and that is what attracted me in the first place. The linking of people, projects, opportunities, task, files, notes is the strong point of this software. Being able to link emails within the application and get them out of your inbox for later reference is a huge. This is so helpful having all the info under one client/project or event. Daylite can be a little difficult for people to learn but well worth the investment in learning. Take the trial run for 30 days and I think you will see the value and won't know how you did business without this great tool.