# Page 2 | Daylite for Mac Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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: https://www.capterra.com/p/116272/Daylite-for-Mac/reviews --- Daylite for Mac 4.6 (361) 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 March 14th, 2026 # Page 2 - Reviews of Daylite for Mac ## Showing most helpful reviews Showing 26-50 of 361 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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! Jeremy R. Portrait Artist Fine Art Used the software for: 2+ years ### "My staff loves it. Business intelligence is severely lacking." October 24, 2018 4.0 I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that. Pros It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent. It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below). Daylite does an excellent job of tracking individual events for each Person. Cons While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting. Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads? The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer. Piplelines proved too clunky. Review Source Response from Marketcircle 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. MG Michael G. Proprietor Construction Used the software for: 2+ years ### "Still waiting for Daylite to catch up" January 30, 2020 2.0 I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion. Pros It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially. Cons It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up. Reason for choosing Daylite for Mac I had no other choice. There was nothing comparable to use. Daylite has no competitor in this space, sadly. And there really should be more options for small business CRM software that also tracks new business and can handle simple project management. Review Source Barry D. Freedom Leader; Master of Peaceful Governance Used the software for: 2+ years ### "My Seasoned Love Affair With Daylite!" February 3, 2018 5.0 Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management. Pros When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love. I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle! This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship. It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!” Cons When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated. Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer. Review Source Response from Marketcircle February 5, 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! SV Sascha V. CTO Information Technology and Services Used the software for: 2+ years ### "One of the best, complete and integrative solutions on Mac" December 5, 2023 5.0 Does a good job and would have been used further when we did not have to close company. Pros Easy to install and use. Good integration with other tools (i.e. accounting) and mobile availability. Cons For a small company it seems to be much more than we just need to have. So many of the available features could not have been used. Reason for choosing Daylite for Mac Seems better to fit our needs and be easier to set up and use and much more integrative and a little bit less expensive. Review Source Response from Marketcircle December 15, 2023 Hi Sascha - Thank you so much for your review! We appreciate your support.  JG Jason G. Founder Management Consulting Used the software for: 2+ years ### "Best Mac CRM available" December 23, 2016 5.0 My use case: small consulting firm that has been in business for 3 years. We use Daylite for customer relationship management, project & task management, calendar/resource management, as an applicant tracking system for our executive recruitment line of business, opportunity tracking, correspondence, etc. Prior to using Daylite, we ran the Salesforce platform and if you are willing to commit to the Apple/Mac ecosystem, Daylite is simply so much better than anything else that we have tried for the variety of tasks above. Not only was our previous solution almost 3x the cost, it was much more difficult to use, to customize, and to generate employee buy-in to actually use the system. Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. The data is in the cloud, but the application sits on my machine. This allows for the excellent reliability and off-line usability of a desktop application with the security, standardization, and data-recovery benefits of the cloud. Obviously, because it is Mac-only, I can't get a seat for one of my partners/contractors unless either they or I am willing to invest to get them into the Apple ecosystem. Not a problem internally for my company, but it is a limitation that can best be described as the blessing and curse of Daylite. I am certain that if it was a web-based or cross-platform software, it would not integrate as tightly and there would be more performance issues. Its not something that I consider a fatal flaw as I am fully invested in the Apple ecosystem, but is a limitation for scalability. In the few instances where I have had a support issue come up, I'd place MarketCircle's support team right at the top of software support teams that I have ever dealt with. They spend the time necessary to understand the problem, find the solution, and communicate fully and quickly. What more can you ask for? If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough. Pros It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much. Cons The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation. Review Source Response from Marketcircle December 28, 2016 Thank you so much for your review, Jason :) DK David K. Broker Owner Real Estate Used the software for: 2+ years ### "Over 15 years using this, and I LOVE IT!" October 15, 2020 5.0 I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go. Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%! So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand..... LOVE WHAT I DO!!! Pros GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it. Cons I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales. Alternatives considered [Act!](https://www.capterra.com/p/175860/Act/) Reason for choosing Daylite for Mac Does not support Google Calendar on Mac. Review Source Response from Marketcircle October 18, 2021 Hi David. Thank you for such an amazing review! We're thrilled to hear you enjoy our CRM functionalities in your Real Estate practice. Thank you for your ongoing support! VR Verified Reviewer Minerals Engineer Management Consulting Used the software for: 2+ years ### "Powerful and highly customisable multi-function app, but subscription prohibitive for non-commercial" November 29, 2018 5.0 1\. My primary contact list, especially for business associates and friends​ globally from my working life. 2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs. 3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked. Pros Almost infinitely customisable fields, keywords etc. for fast data search and smart lists. A CRM database, with the added functions of project management and data forms. Automatic copying of e-mails to companies and people​. Ability to telephone from the app. Ability to create templates and forms. Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example. Not enough time to list all its amazing features! Cons Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use. Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc. Review Source Response from Marketcircle December 5, 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. CH Christine H. President: Broker/Owner Real Estate Used the software for: 2+ years ### "Dayite: Thirteen Years And Counting" January 29, 2020 5.0 Pros After a highly successful career in corporate IT, I completely switched gears and started a real estate business in 2007. Familiar with CRM for large corporate accounts, I wanted that same functionality in an affordable Mac-based small business solution. Thirteen years later, I am still a huge fan of Daylite. In addition to meeting those initial requirements, Daylite even included templates for real estate users. But better yet, I could, and still can, completely customize how I use the system. It has never failed me. The iOS additions are incredibly useful. And, as a sceptic of cloud-based solutions for security and client-confidentiality reasons, I was thrilled to see how Marketcircle handled their approach when moving to a subscription service. I have no concerns about data security issues and it makes syncing that much more seamless. Oh, and the integration with Mail is brilliant and keeps getting better. Really, this may seem obvious to some, but when you're legally required to maintain an audit trail of real estate transaction histories, what could be more efficient than a tool that captures mail, stores documents, allows me to create my own workflows, and then creates a report at the end that simply gets added to the transaction record? It's truly the best investment I've made in my business. Cons In the past there were some hiccups with adding attachments into the database, but this was quickly resolved. Reason for choosing Daylite for Mac I needed an affordable Mac-based product. More significantly though, it was incredibly important to me that I maintained control over the data and that I could/can develop and evolve my workflows as needed. Being a business of one or two individuals doesn't make rigorous workflows, efficient tools, and ongoing process improvements any less critical than it is to a large organization. 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! AM Alan M. President Marketing and Advertising Used the software for: 2+ years ### "Fabulous CRM for B2B B2C & Recurring" March 16, 2018 5.0 Already described Pros Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly". Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you! Cons I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects. Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac. Review Source Response from Marketcircle 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! Stephen P. President Professional Training & Coaching Used the software for: 2+ years ### "Terrific CRM for Professional Services Firms" January 29, 2020 5.0 Keeping track of my external network is the most important element. Pros I work with professional services firms, such as financial, law, and accounting firms, and also practice law. I use Daylite for everything! The email assistant makes it super easy to file emails. More than just emails, though, is the ability to see a history of all communications. I also keep track of clients using Projects and love the flexibility of the platform. I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials. Cons Because it is very robust, it can at first appear intimidating. But the setup is so logical that it quickly becomes easy to use. And it is very customizable, especially useful when using Smart Lists. I'd like to see better reporting features, but beyond that, it's comprehensive. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Daylite for Mac Apple integration and ease of use Review Source 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! DK David K. President Used the software for: 2+ years ### "VERY Responsive Support for a Great Product" February 21, 2018 5.0 It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management. These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file. Daylite is an indispensable part of my day and essential to running and growing my business. Pros Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs. The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information. Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan. Cons The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue. Review Source Response from Marketcircle 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. :) Michael M. CEO Supermarkets Used the software for: 2+ years ### "An essential tool for sales agents " September 27, 2023 5.0 Pros Pretty intuitive with a short learning curve Cons Terminology is different to ours so we changed Review Source Response from Marketcircle October 6, 2023 Hello - Thank you so much for your review! We're happy to hear that Daylite has become an essential tool for you sales team. Thank you for your ongoing support! 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. :) Michael B. S. President & CEO Used the software for: 2+ years ### "Five-stars all the way around. Best CRM for Mac. My most used software!" December 7, 2017 5.0 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. Review Source Response from Marketcircle December 8, 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. Christopher T. Principal Used the software for: 2+ years ### "I have been a user of Daylite for 6 years." May 13, 2018 5.0 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. Review Source Response from Marketcircle 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. VM Victor M. Owner Law Practice Used the software for: 2+ years ### "The Best Rock-Solid Business Management Software (on any platform)" September 28, 2021 5.0 I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them). Pros As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere. Cons As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along. Review Source Response from Marketcircle October 18, 2021 Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support! 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! Carol S. Director Management Consulting Used the software for: 2+ years ### "Couldn't function well without it" January 29, 2020 5.0 They are very responsive to my queries and get back to me within 24 hours if I need help. The 24 hours is completely acceptable since I am based in NZ and they are on a different time zone. Pros The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times. Cons I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes. Review Source BJ Brian J. Owner Management Consulting Used the software for: 2+ years ### "Helps me to Get Things Done" January 31, 2020 4.0 I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity. Pros It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat. Cons It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years. Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) At the time, Sugar was not well set up for using when I am offline or away from my desk (e.g. when I am in an 8-hour flight). DayLite was and is a good tool for the mobile office road warriors. DayLite is also better at project and task management. Review Source Gary H. Founder Used the software for: 2+ years ### "Daylite is a great cloud based CRM that is better than anything out there!" January 13, 2018 5.0 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. Review Source Response from Marketcircle 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! Cathy B. President Used the software for: 2+ years ### "Daylite contact management is a must for Apple/Mac users! Outlook is archaic in comparison." January 24, 2018 5.0 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. Review Source Response from Marketcircle 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! Anna R. Graphic Designer, Joomla! Consultant Used the software for: 2+ years ### "I depend on Daylite to manage my business and my private life, my whole life actually :-)" January 19, 2018 5.0 I depend on Daylite to manage and keep track of everything, business and private. It would be on the rare occasions when there have been sync problems but they were very rare and lasted only a very short time. Pros There are so many things I like it's impossible to think of them all but just the ability to keep everything that has to do with a certain project or client linked so I can easily look it up is one thing. When a client ask me for something to do with a specific project I did way back I can still quite easily look it up and give the client the information they are looking for. Also the Pipelines with their custom tasks in Projects and Opportunities are invaluable. And of course, having all this synced over all my devices. The customer support is excellent - the best I've experienced anywhere! In short, I don't know how I would manage without Daylite! Review Source Response from Marketcircle 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. :) Talk to a Capterra advisor for free and get results within 15 minutes.