--- title: "Daylite for Mac Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Daylite for Mac the right CRM solution for you? Explore 361 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/" page_type: "reviews" language: "en" --- Daylite for Mac 4.6 (361) [View alternatives](https://www.capterra.com/p/116272/Daylite-for-Mac/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 20th, 2026 # Reviews of Daylite for Mac Ease of use 4.4 Customer Service 4.6 ## Pros and Cons in Reviews DB Diana B AssitantFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “It's a powerful tool for managing both projects and client relationships in one place.“ November 22, 2024 ME MICHELLE LYN E Social Media Marketing Specialist and Customer Service RepresentativeFood & Beverages, 2 - 10 employeesUsed the software for: 6-12 months. “There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i failed to retrieve it.“ April 14, 2024 DB Diana B AssitantFinancial Services, 2 - 10 employeesUsed the software for: 6-12 months. “I enjoy the project management and CRM functionality in a single platform.“ November 22, 2024 ME MICHELLE LYN E Social Media Marketing Specialist and Customer Service RepresentativeFood & Beverages, 2 - 10 employeesUsed the software for: 6-12 months. “Otherwise, the database won't load.“ April 14, 2024 Heather R Venue ManagerEntertainment, Self-employedUsed the software for: Less than 6 months. “Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing contacts automatically.“ August 7, 2024 Ben E OwnerPublishing, Self-employedUsed the software for: More than 2 years. “Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app.“ June 9, 2023 JS John S DirectorManagement Consulting, 2 - 10 employeesUsed the software for: More than 2 years. “Offline sync, native app experience, powerful CRM, sales pipeline and project management features“ August 28, 2023 DR Derek R Web DeveloperGraphic Design, Self-employedUsed the software for: More than 2 years. “This is where the problems started, as we would create "Appointments" in the calendar for time spent on a project, then manually tally everything up at the end of the month.“ December 23, 2020 ## Showing most helpful reviews Showing 1-25 of 361 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Heather R. Venue Manager Entertainment Used the software for: Less than 6 months ### "Fantastic app! " August 7, 2024 5.0 I have been looking for a simple easy to use app to keep all my clients records and appointments together in one place. This app is wonderful and sorry I didn't find it sooner. The customer service is excellent. Pros I loved the easy way it integrated with Apple Mail, and my iCal. Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing contacts automatically. Cons nothing, everytime I look for a solution while I am setting up, there is one. Daylite does come up much in CRM searches which is odd. I asked ChatGTP for the best CRM for Apple integration and it put Daylite at its top recommendation. Alternatives considered [Capsule](https://www.capterra.com/p/124041/Capsule/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Thryv](https://www.capterra.com/p/156926/Thryv/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing Daylite for Mac Mainly due to ease of integration. My bookings are often multi day and many apps only allowed appointments across one day. That ruled them out. Also integrating with Outlook means you need the business version of Outlook and setting that up was a nightmare. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) I spent ages trying to set up ZOHO. I thought it was good, but integrating with Outlook was a nightmare and the calendar remained outside the App. I gave up. Wasted a lot of time. Review Source TW Ted W. Chief Catalyst Management Consulting Used the software for: 6-12 months ### "Technical Excellence with High Customer Experience " September 3, 2025 5.0 The level of customer support is EXTRAORDINARY. As part of the onboarding process, I was assigned a dedicated person who was knowledgable, patient and thorough. it is like having the GENIUS BAR at your finger tips. Excellent customer service and the NICEST people (Canadians, of course!)!! Pros Apple already has a good ecosystem of products but for business purposes, they can be (very) siloed. Daylite brings it all together in an incredibly INTEGRATED fashion! It is also a native application on the Mac - not just web-based - so it feels responsive and local. Yay! Cons Calendar scheduling. I know the company is currently at work on this but creating recurring events is a bit of a cluster and integrating seamlessly with Microsoft and Google-based calendaring is not "there" yet. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Daylite for Mac They aren't Mac-based and only server-based. So they do NOT integrate nicely with Apple's ecosystem AT ALL. Also the alternatives are clearly built by geeks (no offense) but they are NOT friendly to use. Review Source PJ M. Graphic Designer Legal Services Used the software for: 1-2 years ### "Daylite is Badly Designed" December 5, 2018 2.0 Terrible Pros It doesn't seem to lose any data or break in a way that destroys the work that goes into it. Cons It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality. Review Source Response from Marketcircle December 6, 2018 Hi PJ, Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously. We're glad that you know your data and any work you put into Daylite was safe; that's really important to us! We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite. We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite! Ben E. Owner Publishing Used the software for: 2+ years ### "The best small business or freelancer CRM" June 9, 2023 5.0 Extremely positive. I was a Daylite user for a long time, switched to something else including various web based solutions, and will now switched back full time because I miss the advantages of a native Mac app. Pros Daylite is beautifully integrated into macOS, very easy to set up, very easy to use. A masterclass of focused app development n Cons Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app. Alternatives considered [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/) Reason for choosing Daylite for Mac Integration with macOS and out of the box use Switched from [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Ease of use and integration with macOS Review Source Response from Marketcircle June 16, 2023 Hello Ben - thank you so much for your review! It's fantastic to hear you appreciate Daylite's seamless integration with the Mac and its ease of use. We're happy to have you back in the Daylite community. Thank you for your support! Stephen H. OPerations Manager Newspapers Used the software for: 2+ years ### "Why we use Daylite as a media company" October 6, 2022 5.0 Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite. I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team. Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product. Pros The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important. Being able to update the database on our iPhones and iPads lightens the physical load on our team Cons If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important. Alternatives considered [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Daylite for Mac Daylite was the most configurable and easiest to use Review Source Response from Marketcircle October 28, 2022 Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support! Adrian C. Founder Financial Services Used the software for: 2+ years ### "A fully featured and user productive CRM " January 29, 2020 5.0 I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist! Pros Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings. Cons Some highly technical limitations: - No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome! - Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement. - Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I started my own business, prefer the Mac environment and could not face the amount of customisation and poor integrations to everyday needs (e.g. email) found in Win10 apps or purely browser/cloud based services. With many disruptive CRMs project no fees, to match the out of the box feature set and productivity of Daylite, you need to subscribe for layers of add-on services. They are not price competitive. There are email add-on solutions which partially work but not with the ease, sophistication or as comprehensively as Daylite & Daylite Mail Integration. Review Source BG Breanne G. Realtor Real Estate Used the software for: 2+ years ### "Game changer for small business" November 21, 2021 5.0 Pros A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible. Cons Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite. Switched from [RealtyJuggler](https://www.capterra.com/p/152177/RealtyJuggler/) We needed a mac-based program that had a great mobile app and had the ability to customize exactly how we needed. Review Source Response from Marketcircle December 7, 2021 Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support! VR Verified Reviewer Owner Media Production Used the software for: 2+ years ### "Improvement over time! " January 30, 2020 5.0 I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won. Pros I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support. Cons It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps. Alternatives considered [Insightly](https://www.capterra.com/p/130671/Insightly/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Daylite for Mac Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to. Review Source VR Verified Reviewer owner Military Used the software for: 2+ years ### "To work in our company the best option and I recommend to all." January 30, 2020 4.0 Pros Simplicity and clarity, We like this app Cons Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Daylite for Mac Regular updates, reliability, possibility to work off-line, Review Source VR Verified Reviewer president Apparel & Fashion Used the software for: 2+ years ### "Mac" January 29, 2020 5.0 Sales focus Pros It works great- ease of transition and works across all of Mac Cons Nothing- it was easy to use- offered great customer support Switched from [Act!](https://www.capterra.com/p/175860/Act/) I did not want to have to use the windows machine Review Source DB Diana B. Assitant Financial Services Used the software for: 6-12 months ### "Powerful All-in-One CRM and Project Management f" November 22, 2024 5.0 Overall, my experience with Daylite for Mac has been positive. It's a powerful tool for managing both projects and client relationships in one place. Pros I enjoy the project management and CRM functionality in a single platform. I love how it allows me to track both client relationships and project tasks seamlessly. Cons It feels a bit overwhelming for new users, especially when setting up the system and figuring out all the advanced features. Review Source MW Michael W. Agile Software Coach Information Technology and Services Used the software for: 2+ years ### "Daylite supports me to work how I think, natively on my Apple devices, convenient+safe in the cloud" August 29, 2017 5.0 \* Contact and Calendar on steroids! Rich linking to capture the rich relationships that really exist in the real world. \* Project/task management \* Opportunity management for an extended job search. This could not have happened via a spreadsheet, contrary to job coach advice. A job search is too rich to be 2-dimensional. \* Native Apple look-and-feel, and UX. \* Tracking multiple opportunities in my job search pipeline. \* Integration to email. It just fits in the tools I use every day. Pros Rich linking -- My ADHD mind isn't deficient in attention - it makes rich connections. Daylite allows me to do that, too. If I think an association is important to capture, Daylite lets me do that. Many other CRM's force an association model on me. I like it that Daylite allows me to make the associations that make sense for me because it let's me later view different perspectives of those links -- everything (yes, everything) that's relevant to a person, an appointment, a note, an opportunity. If I think that's an important as it's top-of-mind, I capture that relationship for later use. Integrated with native Mail.app -- It's great to link mail to sales opportunities (and people, and tasks and appointment, and projects) all without leaving mail. Then, when I'm back in DL, all that mail shows up when it's relevant. I don't have to go searching through INBOX. Customer service -- World class. I wouldn't doubt if I were in the top 1% of customers requesting support. I've contacted them A LOT! I always get personal, courteous, expert responses. That's rare. I value that deeply. Apple first -- The interface does not make concessions to Windows look-and-feel or UX. Yeah! As an Apple-only user, that suits my thinking and muscle memory just fine! Underdogs -- I feel like I'm part of a movement -- an all-apple CRM that kicks butt for usability and productivity. Cons \* Beyond-expert-level features and keybindings. Marketcircle is small, and doesn't (yet) have the customer base to get to the kinds of features that my power-user toolsmith mindset would want. For example, some actions require use of a mouse, and I'm a HUGE fan of keeping my fast fingers on the keyboard. That's a nit to pick, but it's the kind of detail that comes from a larger customer base. Missing - a browser-based (or API) interface -- There are some times that I just don't have my phone or MacBook with me. It would be nice to use any-old-browser. Ah... the tradeoffs for being tightly coupled to Apple-only devices (BTW... See "pros" for same issue). Review Source Response from Marketcircle August 29, 2017 Thank you Michael for your wonderful review! MLE MICHELLE LYN E. Social Media Marketing Specialist and Customer Service Representative Food & Beverages Used the software for: 6-12 months ### "Daylite for Mac of K's Kitchen" April 14, 2024 5.0 So far, using the daylite for mac crm is such a blessing to our business. It hastens the process, and makes everything work smoothly. The analytics show us the trend that is very helpful for checking out the progress of our marketing strats. I once had a problem with the setup but the customer service helped us go through the process and was very helpful. Pros I like that daylite for mac helps our business get more leads for potential customers. Posting contents to our social media accounts have never been easier. The crm has lots of features and is very user friendly. The customer service is also really helpful Cons I hate that the app only works when connected to the internet. Otherwise, the database won't load. There was a time that I tried to get the contact info of one customer but the signal was so erratic, and i failed to retrieve it. I wish the database would have an offline version. Review Source MR Michelle R. Designer Design Used the software for: 2+ years ### "Daylite is my Command Central" June 28, 2019 4.0 I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players. Pros I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects. Cons The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track. Review Source Response from Marketcircle July 10, 2019 Hi Michelle, We're so glad to hear Daylite is making your life easier! Being able to link your emails and manage all of your projects with ease makes such a difference. Like most CRMs, we know Daylite does take some time to learn and it's great that our support team has been able to help you through the process! Thank you so much for this wonderful feedback! SE Sharon E. Author, Consultant, Speaker Professional Training & Coaching Used the software for: 2+ years ### "I Love Daylite" November 30, 2022 5.0 See PROS . . . it tells it all! Pros I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider. Cons There is nothing that I like "least" about Daylite Review Source Response from Marketcircle December 9, 2022 Hi Sharon! Wow, thank you so much for this amazing review! We're beyond happy to know that Daylite helps you and your teams stay organized and working efficiently at all times. I'll forward your shoutout to our Customer Service teams. Thank you for your ongoing support! VR Verified Reviewer Owner / Business Intermediary, Murphy Business Alberta Capital Markets Used the software for: 2+ years ### "I wanted a Mac friendly CRM that resided on my desktop. Daylite fit the bill. " February 24, 2018 5.0 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. Review Source Response from Marketcircle 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. :) VR Verified Reviewer Founder and Principal Management Consulting Used the software for: 2+ years ### "Powerful Business Development for the Entrepreneur" June 26, 2019 5.0 Pros This is a great tool for our time - it feeds and tracks all information about the all important customer into one location, allowing consistent and relevant information to be channeled to and from the prospect and customer. I love this CRM! The team of developers and customer support professionals are quick to respond, bright and friendly, and take my concerns (a sole practitioner) seriously every time. The ios Daylite app is just as powerful and new features, such as an integrated mail function, are being developed all the time. Cons I would want better integration with texting and calling from my iphone. Texting is now handled by a third party developer which doesn't meet the standards of function and ease of use set by Daylite developers. Review Source Response from Marketcircle July 5, 2019 Hi there, Thank you for this wonderful feedback! We're so happy you're finding value in having everything in one place! SMS functionality is definitely something we can look into when it comes to feature requests - we will pass this along to our development team for review! Ian T. Minerals Engineer Management Consulting Used the software for: 2+ years ### "All my data, easily searchable, in one place" January 10, 2018 5.0 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. Review Source Response from Marketcircle 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. Werner B. Owner Used the software for: 2+ years ### "The most flexible CRM we found for our business! " December 15, 2017 4.0 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). Review Source Response from Marketcircle December 19, 2017 Thank you Werner for your review. We're happy that Daylite gives your business the flexibility that you need. VR Verified Reviewer Investment Advisor|Principal Used the software for: 2+ years ### "The best CRM I've ever used" October 16, 2017 5.0 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. Review Source Steve A. Principal Mechanical or Industrial Engineering Used the software for: 2+ years ### "Outstanding customer support and ability to customize" November 15, 2018 5.0 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. Review Source Response from Marketcircle 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. VR Verified Reviewer CEO Financial Services Used the software for: 2+ years ### "Feedback" January 29, 2020 4.0 Pros It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite. Cons Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Daylite for Mac it works well with Macs Review Source CJ Christian J. Attorney at law Law Practice Used the software for: 2+ years ### "Daylite in a law practice" February 22, 2019 5.0 I run a law practice. I don't know how I would be able to maintain an overview of my clients and projects and dead-lines without Daylite. The software never caused problems, save for errors on my own part. It's greatly appreciated. Pros I appreciate the fact that a template for the database came pre-installed and that it was easily modified to suit my needs in terms for categories of contacts and projects/objects. The e-mail integration is important to me as mails are generally attached to the relevant contacts/projects. The integration of pages and numbers templates provides for a smooth process of drafting letters, contracts, income sheets etc. The task system of setting dates to keep me alert on dead-lines is crucial as I do a law practice and dead-lines are an integral part of my couselling. Cons I was worried about transferring to the cloud as I couldn't get an authoritative answer from my association as to whether I was really allowed to store sensitive client data this way. Consensus now seems to prevail that this is OK, though. Review Source Response from Marketcircle March 4, 2019 Hi Christian, Thanks so much for your feedback! It's great to hear tasks are keeping your on track and our options for integration are making things run smoothly. We know how important deadlines are and we're really happy we're helping you get things done! We appreciate the time you took to share your comments - thank you again! BN Brian N. Territory Manager Used the software for: 2+ years ### "The BEST CRM program for a Mac user!" March 7, 2018 5.0 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. Review Source Response from Marketcircle March 8, 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! VR Verified Reviewer General Manager Defense & Space Used the software for: 2+ years ### "LOVE IT!" February 24, 2020 5.0 Love It, Love It, Love it! It provided all of the features and functionality that one would need in a CRM. Pros I would highly recommend this CRM if you are a Mac OS user and looking for a very good and affordable CRM tool. Cons The only con that I have is related to OS. We switched from Mac OS as a company to WIndows OS and as such we were unable to continue to use Daylite. So my only complaint is that it is not Windows based. Review Source Response from Marketcircle June 11, 2020 It's so great to hear you love Daylite! Thanks so much for taking the time to review us. We know a lot of companies use a mix of Mac and Windows and it's something we've heard from other customers too! We're adding your voice to this feedback for our team to review :) Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.