Who Uses This Software?

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


Average Ratings

264 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 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 Daylite for Mac

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.


Daylite for Mac Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

Daylite for Mac Reviews Recently Reviewed!


Capterra loader

My staff loves it. Business intelligence is severely lacking.

Oct 24, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Overall: 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.

Vendor Response

by Marketcircle on November 20, 2018

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

Fabulous CRM for B2B B2C & Recurring

Mar 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Already described

Vendor Response

by Marketcircle on March 19, 2018

Thank you Alan for your wonderful review of Daylite.

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

VERY Responsive Support for a Great Product

Feb 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Marketcircle on February 22, 2018

Thank you David for your wonderful review of Daylite!

We're very happy to know that Daylite helps you run your business and your team, while growing your revenue!

Thank you for sharing David. :)

Capterra loader

My Seasoned Love Affair With Daylite!

Feb 03, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Marketcircle on February 05, 2018

Thank you Barry for your love for Daylite! :)

We are super happy that Daylite provided you peace and sanity in running your small business.

Happy 11th anniversary Barry!

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

Aug 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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).

Overall: * 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.

Vendor Response

by Marketcircle on August 29, 2017

Thank you Michael for your wonderful review!

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

Jun 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Vendor Response

by Marketcircle on June 14, 2017

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

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: 10.0/10 Not
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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 :)

The best project management app I have been able to find. I don't think another, as good, exists.

Aug 14, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Daylite makes it very easy to track every project on my desk. I am a one woman company, working on a number of projects at any one given time and it could so easily be chaos without Daylite. Being able to view emails and documents within projects, as well as the ability to add notes is essential. Since I moved to a Cloud account it has been even better. Very reliable and easy to keep up to date while on the move. There is a lot that is customisable of which I only use a small amount, however that may change as I make use of the tutorials available. The calendar syncs across with ease and the 'Home' page is an essential tool, giving a clear view of the days appointments and tasks. Much of the software is customisable.

Cons: I am always seeking ways to work 'smarter' and thus save time. I would love it if there was a little more functionality so that I could input information on the Project page that would automatically populate a custom sheet in, say, reports. That would save me a huge amount of time. Being able to see the status of all projects and project history on one page would certainly be helpful to me.

Overall: Without this software it would be a great deal harder to control each of the projects I work on. Every project has a different client base and different suppliers, all of whom can be input into the system. It's the control over information that gives peace of mind.

Vendor Response

by Marketcircle on August 14, 2017

Thank you Elaine for your review. I will email you for there is a way to see all your projects in one view.

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

Nov 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Vendor Response

by Marketcircle on December 05, 2018

Hi there,

Thanks so much for taking the time to give us your feedback!

It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive!

If you'd like, we'd love for you to reach out to us at info@marketcircle.com so we can go over pricing with you and find the best option.

The perfect Mac CRM program.

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: While I am glad to see a Mac-compatible product, I really wish that it was available for PC users. As someone who uses a Mac for a laptop and a PC as a desktop, it can get a little annoying to have to bring out my Mac to use it. I have seen a lot of people complain that you cannot use Daylite with other email clients, I know you can use Gmail with Mail. I have not tried connecting my Gmail with Mail, but I would imagine that once you have it connected, Daylite will work with those as well.

Pros: Well, the best part of Daylite is its integration with my Mac's Mail app. There are a lot of products that leave out Mac users, but Daylite works perfectly with my High Sierra machine. I love that I can create a calendar entry for things that I have to do that are mentioned in my emails. The ability to track future sales helps us keep up to date on how we are meeting our company's goals. Not only is it very easy to use, but it also has a mobile app that syncs with the program.

Cons: The price has to be the biggest con for me. It is rather steep when compared to other CRM programs, especially when you start to add users. While I am personally glad that there is finally a Mac CRM program, as someone who also uses a PC, I find that it's a little frustrating to have to pull out my Macbook every time that I needed to use the program. I would also like to see an option for more storage, especially for the cost of the program.

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

Jun 16, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Self organisation

Vendor Response

by Marketcircle on June 22, 2018

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!

Perfect for a small team

Dec 04, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have been using DayLite since version 1.x, so you can say that I'm a happy camper. DayLite is so featured rich that there is always a way to solve what you need. The features I make most use of is :

Task Management where it is fantastic to be able to delegate tasks as well as having full control over what to do and when.

Mail integration that makes it easy to store mail that are connected to Opportunities or tasks.

Calendar integration that helps me see who I met where and when.

Opportunity Management that helps me stay on top of deals and quotas.

Last but not least - I'm always in sync, I have a local copy of the database no need to be connected to the Internet at all times.

...and much more.

Cons: The possibilities with all features is also a potential risk that you lose your self in the software - so I think it is a good idea to make use of any of the professional consultants that are part of the network. When I started with DayLite I was on my own and I could probably have reached my goals a lot faster with some help.

I also really miss that I can not handle multiple currencies without having to buy an expensive add-on.

Overall: DayLite helps me and my team stay on top of our daily issues in a way that is better than any tool I have seen or used.

The BEST CRM program for a Mac user!

Mar 06, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy.

This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite.

Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.

Cons: I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.

Vendor Response

by Marketcircle on March 08, 2018

Thank you Brian for your review! :)

We're happy to hear that you find Daylite to be the best CRM program to run your business. May you continue to win more business, and get more done with Daylite!

I've been using Daylite for 7 years and can't imagine being a transaction coordinator without it!

Mar 22, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I work on a team, coordinating transactions for 4 brokers as well as assisting with various projects ranging from social media content creation to client events. Daylite offers one place to hold details and to track tasks. Transactions are Opportunities and everything else is a Project. Attaching emails is easy and super useful. Contacts we use over and over again only have to be entered once. No one on my team has to keep a million details in their head so it helps us all stay on the same page. Now that we have switched to the cloud its faster, more reliable, and I've been able to install it at home so working remotely is seamless.

Cons: Daylite mail assistant for iphone/ipad has been needed for years. Also really wish I could copy and paste multiple fields from people or company records.

Overall: The biggest benefit for me is that I juggle 10-20 transactions at a time and I don't have to keep a million details in my head. It also provides a place for my brokers to look when they have questions about a transaction, current or past.

Vendor Response

by Marketcircle on March 26, 2018

Thank you LeeAnne for your review of Daylite. We're happy to hear that you're enjoying Daylite even more on Cloud.

Thank you for your feedback, I will submit your request over to our Design and Development Team.

May your team continue to win more business and get more done!

I look at Daylite as being my electronic office manager. Keeps me on track, and organized.

Sep 12, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a sole proprietor, I needed a package that would keep me on track, and organized throughout all aspects of running my business. When used religiously, Daylite reduces the stress of being a business owner, allowing me to concentrate on being a creative professional. I am just beginning to use Daylite to organize my new business efforts, and am confident that it's keen organizational features will help grow my business. Now cloud based, I have access to my synchronized Daylite data across all platforms, IOS & Mac, from anywhere I have an internet connection.

Cons: Fairly steep learning curve that is worth the initial pain. The user MUST be dilligent in entering all pertinent data related to a project, prospect, lead, opportunity et.al. Enter the pertinent data immediately into Daylite and you will be rewarded with a secure, and concise database of information structured to keep the business owner on track. BUT, you must take the initial efforts to enter pertinent data. So, it is a con, but work thru that initial pain and it will be rewarded.

Overall: Helps keep my business activities, new biz, existing clients, projects' coordination, and link to billings on track, helping to reduce the stress of running my business.

Vendor Response

by Marketcircle on September 13, 2017

Thank you very much Chris for your review!

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

Feb 24, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Vendor Response

by Marketcircle on February 26, 2018

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. :)

Capterra loader

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

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Vendor Response

by Marketcircle on December 08, 2017

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.

Capterra loader

I have been a user of Daylite for 6 years.

May 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Vendor Response

by Marketcircle on May 22, 2018

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.

Daylite is the perfect Apple Mac/iOS CRM and Project manager.

Jan 22, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Daylite integrates so closely with the Apple ecosystem. It has allowed us to consolidate on all Apple technology and know that everyone has the best product for integration. One of the best parts for us is that it allows us to not only save and store as much information on our clients and transactions as we need, but it allows us to find, access, and get reports on that information. Many other CRM's that we tried previously were real estate industry specific, but they did not actually allow us to get the information in the ways that we wanted.

Cons: As we are in the real estate industry, there are many real estate specific products that were easier in the beginning to use. They were set up the way the majority of real estate agents/brokers work. Daylite took some extra time and effort to setup in the beginning, but we are now feeling like the extra time was worth it as we are able to customize it more to our systems. Just be prepared to put in the extra time up front.

Vendor Response

by Marketcircle on January 23, 2018

Thank you Alan for your review of Daylite.

We're happy that you love the fact that Daylite integrates well with the Apple ecosystem.

May you continue to get more done with Daylite.

Capterra loader

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

Jan 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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.

Vendor Response

by Marketcircle on January 15, 2018

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!

I use Daylite to store all my emails and equally as important patient reports.

May 30, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: Allows me to store all my contact communications and relationships to me so that I can efficiently respond to any questions as well as send out notices. For example I have a patient category that I can send group communications regarding treatments and government subsidies as well as I can send group emails to other traders regarding our outcomes. The program does a lot to systematize the information provided over the Internet and as such is a very valuable if not essential hub of my business. I am particularly appreciative of the support that I get which includes staff logging on and showing me on my computer what I need to do.

Cons: I have been using Daylite for several years now and have become accustomed to working with it. Difficulties have arisen typically in synchronizing the Daylite database with other programs such as Apple Mail.

Overall: Systematic integration of information technology. Can be used in a variety of circumstances from professional storage information to family documents.

Capterra loader

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

Jan 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

Overall: 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.

Vendor Response

by Marketcircle on January 22, 2018

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. :)

Capterra loader

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

Jan 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Vendor Response

by Marketcircle on January 25, 2018

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!

Great application that works seamlessly on all of my devices.

Jul 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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

Vendor Response

by Marketcircle on July 13, 2017

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

Capterra loader

Daylite For Mac

Nov 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Daylite is a robust contact management program. It is great for a single user or larger organization with multiple users tracking multiple projects. Any questions or issues are addressed quickly by their customer support team. Not only do they follow up quickly, they follow up days later to insure the problem has been resolved.

Cons: Finding a criticism is tough. I would think one would be that uncompleted tasks do not roll over to the next day automatically. Moving them is easy enough. As a single user I am sure I am not using the full functionality of the program so I would not be able to highlight any underlying annoyances.

Vendor Response

by Marketcircle on November 23, 2018

Hi Michael,

Thank you very much for your review. We appreciate your feedback.

Since you feel you might not be getting the full value from Daylite we would love to learn more about how we can help integrate Daylite in your business. Are you interested in setting up a call to discuss your workflow?

You can book a time here:

https://marketcircle.as.me/aprile

Get Product For The Apple Centric Environment

Apr 13, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Daylite manages customers, accounts opportunities with ease. Tightly coupled integration with Apple Mail and calendaring functions make it a seamless product that delivers results. It has depth and many time saving features as result of this tightly coupled nature of the Apple only ecosystem. It is this point where the challenge to Daylite exists, not the product but having the customer convert from a non-Apple platform to a Apple based computing infrastructure. The barriers of cost outside of Daylite are not insignificant, but the good news is that this cost barrier is becoming less over time and most users would be happy to move to an Apple based product.

Pros: Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths Easy to create sales processes Find anything instantly with database wide searching. Easy to integrate with supported 3rd party applications such as bulk mailers

Cons: Single platform support - Apple Only. (Including no Web Portal Interface)

Capterra loader

Daylite is a gem that no small business should be without

Dec 15, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Marketcircle on December 19, 2017

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.

Oh, what a relief it is.... to finally make the jump to Daylite online!

Sep 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The integration of email, and tons of fields plus 13 extras, gives me plenty of flexibility to sort/select and find the record I'm looking for.

Fr'instance, say, it's somebody I met at a Rotary Club in some state, but forgot the name, I simply do a search on any word or phrase (not necessarily a keyword) and Daylite finds the likely matches, whether in an email, or a note, or whatever. The associations of who is connected to who (whom?) and how, helps to connected the dots even more.

Cons: While there are plenty of report formats, and capability to modify somewhat, this could be improved. The Access database (at least from what I recall years ago) had a neat way to select/order reports & forms, such as listing, say, customers by city, within county, within state, within region, etc.

Overall: Can't run our National non-profit without it.

Vendor Response

by Marketcircle on September 13, 2017

Thank you Ronald for your review. We're happy that Daylite helps you connect the dots for your non-profit!

Capterra loader

All my data, easily searchable, in one place

Jan 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ability to interrelate people, companies, locations, business types etc etc in an almost infinitely customisable way.

Ability to maintain comprehensive records of activities, communications and relationships with contacts.

Powerful search criteria and ability to create smart lists from them.

Facilities to plan and follow up, linking multiple people, activities, companies, resources etc.

Having all my data in one place.

Intuitive, once you have understood all the available options.

Cons: Not really a "con", but rather a recommendation. Have a clear idea of what you want Daylite to do for you, and structure the highly flexible options, keywords, relationships, locations etc. accordingly before you start. You can edit reasonably easily, but it's best to get it approximately right at the outset.

Vendor Response

by Marketcircle on January 11, 2018

Thank you Ian for your review of Daylite. We're very happy that Daylite helps you organize and run your business efficiently.

Great all-in-one CRM, Lead Management and Workflow tool for our business!

Jun 08, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Daylite helps us to keep all information about a contact in one place. We can have contact information, notes from every conversation, every email communication, every document we have sent, and every opportunity, project or task associated with the client. Daylite has a great deal of flexibility in the ways you can remind yourself about upcoming activities. It helps us keep commitments to prospects and clients.

Cons: We cannot find a way to scan and load contacts into Daylite. We also wish it interacted with Evernote. We also wish that we could create custom reports more easily. Right now, Daylite recommends that we use a partner to create reports.

Overall: Our company has been using Daylite for 5+ years. MarketCircle is great at listening to customers and making updates and changes that are helpful to us. We are an executive recruiting firm and use this software to track clients, candidates, and each position we are asked to fill.

Vendor Response

by Marketcircle on June 08, 2017

Thank you Lori for your review!

Capterra loader

The most flexible CRM we found for our business!

Dec 15, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.

Cons: They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get...

The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).

Vendor Response

by Marketcircle on December 19, 2017

Thank you Werner for your review. We're happy that Daylite gives your business the flexibility that you need.

Very Robust System for Small Business---But you Have to Put the Work In

Mar 15, 2017
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

Cons: It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software

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: 10.0/10 Not
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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.

Daylite for Mac has allowed me to keep track of all the aspects of my courses and students.

Mar 16, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: The flexibility fo use, the fact that all the information I need can be linked and found from different angles within the application. I love being able to customize the forms and the reports amongst other things. I love that I can create tasks from other applications. The customer support is very, very good. There are tons of trainings videos, articles and now also a manual, the combination of all these suits me perfectly. I also love that all is not strictly Cloud based, I often find myself in areas where I do not have access to internet and enjoy having all my information on my laptop.

Cons: I can not dictate tasks through Siri ( and I tend to have my greatest ideas while driving or picking up horse manure). The application can do way more than I can so it is taking me some time to uncover many of Daylite's jewels.

Vendor Response

by Marketcircle on March 19, 2018

Thank you Lucie for your review!

We're happy to hear that you love Daylite's customizable form and reports. May you continue to win more business and get more done.

The best CRM I've ever used

Oct 16, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc.

2. It integrates perfectly with David Good's Getting Things Done (GTD) methodology. In the past I've had to use two or three apps to do this. Daylite does it all in one place and does it very well.

3. It's reliable. I rarely have a glitch and - when I do - it's minor and tech support already has a fix.

4. It automatically creates backups of the data. I don't have to worry about that.

Cons: The biggest drawback is that it isn't easy to create templates for documents, labels and reports. To create a new label or report template, I need to go to my Daylite consultant, which costs me money. To create a new Word document template is clunky and requires experimentation.

BEST CRM SOFTWARE (oh, and also the BEST VALUE SOFTWARE for Money!)

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It does all Salesforce done 'and more' for less than 1/2 cost. Daylite is a best CRM product for less cost! The product is continuing to evolve and soon will release an integrated iOS feature that moves yet another element of a GREAT product to be SUPER FANTASTIC! Daylite's osX is unparalleled and it is integrated well with iOS. An upcoming enhancement to iOS will position Daylite to 'disrupt the CRM market'

Cons: I can not think of a single flaw. The product is feature rich and Daylite has countless Video tutorials on how to be leverage their product providing ideas that can support your unique needs.

Vendor Response

by Marketcircle on April 13, 2018

Thank you Alan for your support of Daylite!

We are honoured that you love Daylite as much as we do at Marketcircle!

We're super happy to hear that Daylite is your number CRM choice.

May you continue to win more business and get more done! :)

Daylight users since 2008 for shared calendar, CRM, tracking of sales opportunities & projects.

Sep 11, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: A very good set of sales and workflow management features and a solid build. We love how it integrates our calendars (for people and resources), sales funnel (including quoting), project communications, and CRM. Mail integration allows all emails to be linked to the relevant contact, company, project or opportunity in the main database, so that all team member can see project communications. we are starting to use Zaps to feed directly into the database from other applications.

Cons: Template engine is not intuitive.

Could do with greater automation in contact information capture, and the ability to link multiple email messages in Mail to the same person/project/company by selecting multiple messages in Mail (currently only possible to do this one message at a time).

Vendor Response

by Marketcircle on September 13, 2017

Thank you Darryl for your review!

Outstanding intuitive product for business and personal use

Feb 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the way contacts, projects, tasks, meetings, etc. are all independent objects that can be linked an infinite number of ways. I have used ACT! and many other CRMs. Daylite stands out to me as the clear winner. It helps me keep my personal and business projects, contacts, appointments and reference information organized. I use Mac and the integration with Mail is also extremely useful. Also I love the way Daylite Cloud syncs across all my devices, Mac OS and iOS seamlessly.

Cons: I had challenges with the Daylite Server version in the past so if you go with Daylite, stick with their cloud version.

Vendor Response

by Marketcircle on March 01, 2018

Thank you David for your awesome review of Daylite!

We're happy to hear that you're loving Daylite Cloud, and it syncs across all your Mac devices.

May you continue to win more business and get more done with Daylite.

Capterra loader

Outstanding customer support and ability to customize

Nov 15, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: In the Mac world this program has no equal in terms of the flexibility and the power of built in features and the ability to add on modules that your business needs. When you have questions or problems their system for customer support is better than ANY I have ever dealt with inside and out of the software world.

Cons: There is a steep learning curve to get to the full functionality of the product but that does not prevent you from utilizing what you need to begin with and they have great training videos.

Vendor Response

by Marketcircle on November 22, 2018

Hi Steve, Thank you for taking the time to submit this positive review of Daylite. We appreciate your loyalty as a long time Daylite customer.

We understand that the learning curve can be somewhat steep. We are working on improving this for our customers and are hoping to get something out in the near future to help.

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

Feb 13, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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.

Overall: Control of my business.

Vendor Response

by Marketcircle on February 14, 2018

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! :)

When I want to forget about my work, Daylite doesn't.

Aug 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I've been using Daylite for around seven years and run a paperless business using it. I've developed my system to more and more closely reflect my workflows. Creating 'activity sets' and 'pipelines' and applying them to projects ensures consistency of approach. The ability to link records gives the ability to build up complex relationships - and unlink them as necessary.

Cons: I can't really think of anything I don't like about Daylite! In the early days, there were synchronisation issues, but the software has moved on considerably since then. I'm now using the 'cloud' version. Even if my Macbook broke or I lost it - all of my work is safely stored on the cloud server.

Overall: I work using Daylite every day - a consummate business tool.

Vendor Response

by Marketcircle on August 22, 2017

Thank you Christoper for your review!

Using since 2006. VERY satisfied.

Sep 20, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The power & overall utility of the search function never ceases to amaze me.

Just starting to notice some of the finer details. Today I finally realized that some fields on a company or contact only show when they actually contain data. When no data, field is empty. Makes for much cleaner, less cluttered display.

Cons: Wish there were some way to document & manage the Keywords.

I will add a keyword... and then later wonder what I actually mean by it. Words, unless explicitly described are ambiguous.

Keywords may be something of a challenge when exposing use of Daylite to other users. Will my keyword meanings be obvious to them? I'll find out shortly.

Overall: Extremely powerful tool to organize & find information.

Vendor Response

by Marketcircle on September 21, 2017

Thank you David for your review! :)

Stable, Mac (and iOS devices) dedicated CRM software, you're not going to need more

Sep 08, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy implementation, rich functionality, integration with other Apple devices, iOS app for working on the road. Every functionality worked on first try with one exception, but then again the customer support was perfect

Cons: The user interface looks a bit outdated, yet it is easy to navigate. There is self-serve (i.e. company hosted, one time purchase) and cloud version (subscription). The company seems to promote the cloud version and the functionalityof the self-serve is limited in comparison with the cloud. Yet even the self-serve version functionality is more than sufficient for anyone.

Overall: Streamlining of customer relation management and project management. Saves a lot of work.

Vendor Response

by Marketcircle on September 08, 2017

Thank you Michal for your review.

Capterra loader

Daylite has taken out the complexity in my daily work.

Feb 23, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It is very intuitive and with the plug-ins, it addresses almost everything I need to address in monitoring and carrying out the tasks. As the CEO, delegating and monitoring tasks, appointments, and projects have taken convenience to a new level.

Cons: The inability of the Daylite Mail Assistant to categorise mail threads into one set of permissions and categories and projects/opportunities makes the manual and single mail adding to Daylite cumbersome.

Vendor Response

by Marketcircle on February 26, 2018

Thank you Guido for your review of Daylite.

We're super excited to hear that Daylite removes the complexity in your daily work as a CEO, and made it convenient!

I've submit your feature request to our Design and Development Team. Thank you for making Daylite better! :)

I love Daylite and they have great customer service!

Aug 29, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Daylite is easy to understand and use. I love the design and functionality. It is quite a robust package! I especially like how you can work with the to do lists and the integration with MAC e-mail!

Cons: Unfortuntatly, Daylite is a bit pricey. Probably because you get more than a typical CRM. I would also like to have an external capability to schedule times in my calendar such as with Calendly but I am guessing they are working on a similar integration.

Overall: I have gotten greater structure and organisation in both my private and business life. Not to mention a much greater peace of mind due to the great overview of what is on my plate and training information in order to be more effective.

Vendor Response

by Marketcircle on August 29, 2017

Thank you Jannie for your review.

Have loved using Daylite for at least 7 years!

Mar 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It is soooo helpful to be able to add, change, or delete appointments, contacts, etc. no matter where I am. Am semi-retired now, but Daylite is an essential tool of my daily life - professionally AND personally.

Cons: Don't quite understand some of the duplications between Mac Mail and Daylite, but haven't had enough free time to check it out with customer service. Obviously only a minor thing.

Overall: Having my personal and professional life organized in one place.

Vendor Response

by Marketcircle on March 26, 2018

Thank you Carmen for using Daylite for 7 years, thank you for the support and love!

We're happy to hear that you use Daylite to manage your professional and personal life.

May you continue to keep your professional and personal life organized in one place.

Customer support is very responsive and personal. I recognize the same names from 5 years ago.

Jul 13, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: I enjoy the way the software integrates with Mac Mail, which allows me to associate emails with particular projects. I also like how easy it is to look up contacts that are associated with a project. It's nice to have all of the contact information available at a glance.

Cons: I wish the email functions integrated better with their sister software Billings Pro. Email is the primary method of communicating today, and billing can be based in large part on this type of communication.

Overall: I use this for case management; it easily allows me to easily track all events for a given project.

Vendor Response

by Marketcircle on July 13, 2017

Thank you Rocky for your review. I have sent your feature request regarding Billings Pro to our Development and Design Team.

Excellent package !

Nov 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: integrates well into osx, great flexibility to streamline my workflows, great interface and ease of use, fantastic ability to set up office systems for client files, administrative tasks, accounting and invoicing etc, making my office work super efficient. allows me to maintain my own precedent letters and documents - much better alternative than some dedicated legal software packages.

Cons: not much to dislike about this software really ! a few small bugs here and there but customer support has been fastastic.

Overall: efficiency and better control of workflow through my office

Vendor Response

by Marketcircle on November 06, 2017

Thanks Scott for your review, and we're happy to know that Daylite helps you get more done.

Capterra loader

Using Daylite as a CRM for many years and I love it. In addition, the customer service is stellar!

Mar 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of use and ability to link appts, notes, emails, forms, etc to people. I use the CRM for real estate and love the ability to link emails easily to all of my clients.

Cons: Would like to have a local user group to exchange ideas and tips. Although there is an online blog and an online chat feed, it would be nice to share tips with users that are using the software for real estate.

Vendor Response

by Marketcircle on March 15, 2018

Thank you Diense for your review of Daylite!

We're happy to hear that you've been using Daylite as your CRM for many years and you've had great experience with our Customer Support Team.

I will send your "share tips with users" feedback to our team. May you continue to win more business and get more done! :)

Daylite is a stable and mature platform that offers me multiple ways to do everything I need to do.

Jan 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I appreciate Daylite for its stability, and depth of features. I have used it for many years and it never crashes. It offers me several ways to do whatever I want.

Cons: I wish that I could format text in notes. The only annoying feature is that when I reflexively hit "save" when filling out a form it closes the form. I wish I could reach tech support by phone when there is the very rare mission critical problem. Still, tech has been responsive and I've always been able to resolve any issue relatively quickly.

Vendor Response

by Marketcircle on January 24, 2018

Thank you Lonny for your review of Daylite.

We are happy to hear that Daylite offers you in-depth features to help you run your business and get more done.