Daylite for Mac

5 / 5 171 reviews

Who Uses This Software?

For MAC-BASED small businesses that want to win more business and get more done.


Average Ratings

171 Reviews
  • 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
    Yearly paid plan is also available.
  • Free Version
    Yes
  • 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 Mac, iPhone & iPad. Daylite is a CRM, Lead Management & Project Management app ideal for teams of 2-50. Track leads and follow ups. Build custom sales pipelines. Segment customers for targeted campaigns. Save time with email templates & email blasts. Manage emails with Apple Mail integration. Share leads, tasks, and projects with your team. Great for sales teams, real estate professionals, design studios, law firms & more.


Daylite for Mac Features

  • 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

Daylite for Mac Reviews Recently Reviewed!


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. :)

This software makes it so much easier to keep track of potential and current clients!

Feb 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is very easy to keep email threads on one place, and accessible across devices. I can quickly take a look at what I need to do each day, review the client file, and make the appropriate follow-up. And because fewer potential clients fell through the cracks, I saw an increase in 64% of gross revenue the first year using it.

Vendor Response

by Marketcircle on February 22, 2018

Thank you Joanne for your great review! We're happy to hear that Daylite increased your gross revenue by 64%! May you continue to win more business and get more done with Daylite!

Been with Daylite / Marketcircle for 10+ years. Great product and support

Feb 15, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Solid as a rock. Their software is one of the backbones of our company. THeir support has always been fast and efficient. Great knowledge DB as well

Cons: Prefer internal standalone version that can be purchased vs. cloud based which they seem to be moving towards.

Vendor Response

by Marketcircle on February 16, 2018

Thank you Doug for your review of Daylite. We're happy to hear that Daylite is the backbone of your business, and you've always had great support from our Customer Service Team!

Daylite keeps my team glued together with our clients.

Feb 15, 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 robust!!! I can keep up with projects, clients, associated email all in one place smoothly and easily!!!

Vendor Response

by Marketcircle on February 16, 2018

Thank you George for your review of Daylite! We're super happy to hear that Daylite keeps your team glued together with your clients! :)

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! :)

Excellent software! Best from many that I have tried over many years.

Feb 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Mail Assistant, many-to-many relations, linking anything to anything, defining relations, grouping, searching, reporting. Excellent intuitive and effective user interface.

Cons: Limited formatting and no graphics in notes. Better drag and drop user interface for links to folders and documents.

Vendor Response

by Marketcircle on February 13, 2018

Thank you Konstantinos for you review of Daylite! We're happy to know that you find Daylite to be excellent and intuitive in running your business.

Awesome tool for management

Feb 07, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: A great tool for management in project management system. easy to use. good platform to mange sales opportunities. we can make easily task list, notes and mange contacts and emails. with this tool we can work in team.

Cons: Its a good product but some things can be improve in this like functionality and costumer support. it can be come with Windows and Android.

My experience has been amazing! with Daylite! The customer support staff is very helpful.

Feb 05, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The customer support and functionality of the software, easy to use and organize, and works great for bulk emailing.

Cons: Integration from other programs and software. There are some functions I wish could be implemented, but there are work arounds for them.

Vendor Response

by Marketcircle on February 06, 2018

Thank you Enrique for your review of Daylite. We're glad to hear that your experience with Daylite has been amazing, and easy to use to help organize and run your business.

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!

Capterra-loader

Excellent product

Feb 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Very easy to use. Intuitive product. You can customize any field or area of the program that will allow you to track pretty much any information you want.

Cons: Integration across platforms is tricky. I do not believe you can use this product with Microsoft software

Vendor Response

by Marketcircle on February 05, 2018

Thank you Tony for your review of Daylite. We're happy to hear that Daylite is intuitive and easy to use to help keep your business on track.

Outstanding product with excellent customer support

Feb 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use with excellent training materials on-line. If there is an issue, customer support has a very rapid response and always solve the problem.

Cons: I have made feature requests which I would like to see implemented more quickly, but I know I'm only one of many, many users.

Vendor Response

by Marketcircle on February 02, 2018

Thank you Connie for your review of Daylite. We're happy that you love Daylite, and you find our training materials useful. I will submit your feature requests to our Design and Development Team.

Many years of use, and probably the software I use the most. The key of my organisation.

Jan 28, 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: I like the easy interaction between all the features of Daylite, and the sync with my mobile devices, as well as the complete database management

Cons: I would find more convenient to have the possibility of creating subcategories for the contacts and companies, as well as two or more categories for them.

Vendor Response

by Marketcircle on January 30, 2018

Thank you Fred for your review of Daylite! We're very honoured to hear that Daylite is the software you use the most to help manage your business. I have submitted your feature request to our Design and Development team.

Pleasantly rewarding

Jan 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money

Pros: Once over the initial hump of transitioning from Outlook to Daylite the program becomes easy to use and is more efficient.

Cons: Marketcircle does not provide live technical support. Chat and email are way too time consuming. Please provide live tech support!!!

Vendor Response

by Marketcircle on January 29, 2018

Thank you for your review of Daylite.

Best for Mac

Jan 25, 2018
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Provides flexibility for customization. Scalable even for business start ups. Works with all my os/iOS tools.

Cons: Must use cloud service for feature enhancements. Sole proprietors miss out on iPhone and iPad features.

Vendor Response

by Marketcircle on January 29, 2018

Thank you Michael for your review of Daylite! We're happy to hear that you find Daylite to be the best CRM for the Mac.

have depended on Daylite for years

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: The intuitive links between people, companies, appointments, and the link with mac mail. Many upgrades without paying more, careful to stay in sync with Mac OS upgrades, pretty fast individualized customer support.

Overall: ability to organize and track all contact-related aspects of my business

Vendor Response

by Marketcircle on January 25, 2018

Thank you Tom for your review, and thank you for depending on Daylite to run your business.

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!

Capterra-loader

My Boss introduced Daylite to me and I can say it's making our lives easier each day.

Jan 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: What I like most about Daylite is, we can link people, companies, emails, and the like so it's easy for you to find emails. No need to search for it. So if you had a client for years, it's easy to see the history of your conversations with them. Like if you met them in 2010, then all the emails from 2010 up to present are there. All organized.

Cons: The only con so far is sometimes it's not syncing and I think it's because of my internet connection. I had to change to my back-up ISP then it will work nicely again.

Vendor Response

by Marketcircle on January 25, 2018

Thank you Charisma for your review of Daylite. We're excited to hear that Daylite makes your lives easier. Thank you for your love of Daylite.

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.

Have used it for 14 years and love every upgrade

Jan 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like that information is linked to other information. It is easy to link and unlink and to have info linked to more than one contact. Also, I can search for ANY information that is in the database.

Cons: for me, creating templates for reports requires outsourcing to consultant. But the consultant is terrific and gets report templates back to me quickly and makes adjustments without an extra charge.

Vendor Response

by Marketcircle on January 23, 2018

Thank you Pat for your review, and for loving Daylite for 14 years! We're happy that Daylite helps you manage your business and get more done.

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

Perfect Solution for

Jan 20, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use, immediate sync with all Apple devices, only the important informations, really fast and complete customer service.

Cons: Il would be better with many languages, in order to fit better with the languages selected on the devices

Vendor Response

by Marketcircle on January 22, 2018

Thank you Fabrizio for your review of Daylite. We're happy that Daylite is the perfect CRM solution for running your team and business.

I have used Daylite for several years. Recently upgraded to the new Cloud version. Very easy to do.

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I am in sales. The program allows me to keep everything I need in one place. I have all the basics working. Still exploring and trying new features. Have it linked to my iPhone and iPad.

Cons: I would like to be able to pull name address information out of the body copy of an email and automatically make a new contact in Daylite.

Vendor Response

by Marketcircle on January 22, 2018

Thank you very much Jeff for your review of Daylite. We're happy to learn that you're enjoying Daylite Cloud, and it helps you manage your sales.

Great, under utilized by us though

Jan 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Love the Pyramid of components!
Workflow management made easy, allowing a structured approach to CRM management....

Cons: ....provided you are prepared to invest the effort and discipline to enter data consistently and diligently!

Vendor Response

by Marketcircle on January 22, 2018

Thank you Werner for your review. We're glad that Daylite is an easy to use CRM to help manage your business and your team.

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. :)

Organizing your contacts and correspondence is so much easier with Daylite.

Jan 18, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Daylite can keep track of a ton of information and makes it easy to access when you need it. It can be setup to track all of your contacts with clients so you know who last spoke with the client and when that was.

Cons: There is a little bit of a learning curve to figure out the software and the software is only available for Apple computers, tablets, and phones.

Overall: The main benefit of this software is the organization and automatic logging of communication it provides.

Helps Managing sales opportunities

Jan 18, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Good tool to use. No issues with it. Helps with our sales process. Available for Mac OS which is the key to use this application.

Pros: Daylite has great and easy to use interfaces to manage sales opportunities. it helps our sales team being accountable and follow the tasks assigned. It has nice looking mobile responsive view which helps the mobile users.

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!

Capterra-loader

Daylite is the heart of our organization for planning, CRM and asset management.

Jan 11, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of Use! We don't have to train new employees how to work with it! Super stable and it's very easy to maintain your own Daylite server. The compatibility with CalDav & CardDav is very helpful.

Cons: Some kind of web interface would be nice, so Windows can use it if needed.
No integration with FileMaker. Self-Serve version has fewer features than Cloud version.

Vendor Response

by Marketcircle on January 17, 2018

Thank you Jorg for your review, and we're happy that you see the value in Daylite, and use it to manage your business and your team.

Capterra-loader

This software is easy to use, very intuitive, and keeps my team on point.

Jan 11, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: If you dislike Salesforce because it's too cumbersome or overwhelming, then try Daylite. It offers easy to use solid CRM tools, only those you need, not those you don't.

Cons: The mobile app needs to be more like the web version. Also, even though there's little need for tech support, I prefer having a "human" to speak with to quickly resolve problems. Back and forth emailing to fix things can be frustrating when one phone call can fix it. And hiring a Daylite expert can be expensive and difficult to find.

Vendor Response

by Marketcircle on January 16, 2018

Thank you Helena for your review, and we're happy that Daylite is easy to use, and keeps your team informed.

CRM with great GTD capabilities and powerful Mac/iPad/iPhone integration

Jan 11, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Besides other pros, there are two we want to highlight:

1. The Apple Mail integration is awesome! Since we use email a lot (who doesn't?), being able to link tasks, appointments, notes, keywords, etc. directly from Apple Mail is a big time saver. And since it is so easy to use you actually use it!

2. The support is great! We had two questions so far and received a solution within a very short amount of time (talking about two hours here on a public holiday). It is important to us and essential for our business that we can rely on high quality service and support. And we appreciate that Marketcircle is really taking care about their customers.

Cons: A great benefit would be Social media integration (e.g. linkedIn) in order to automatically update contact information.

Vendor Response

by Marketcircle on January 17, 2018

Thank you Lothar for your review. We're glad that you find Daylite to be a powerful CRM tool to run your business and stay on top of your tasks. I will reflect your positive feedback to our Customer Service Team.

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.

User in professional Practice for 10+ years

Jan 10, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Relational DB, Mail integration, keeping case notes and appointments organized for all clients. Both OSX & iOS syncing. Data always available.

Cons: Lack of integration with QuickBooks. Many features I do not need. Quite complex for small firm use on basic features

Vendor Response

by Marketcircle on January 16, 2018

Thank you Steve for your review. We're happy that Daylite keeps your business organized.

Capterra-loader

too expensive for me

Dec 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: I like being able to link the contacts with tasks and projects. I like being able to link email to contacts and I like being able to create custom reports.

Cons: cost. I have used Daylite since version 2, but I can't afford the subscription cost for this version.

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.

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.

Total and simple, yet powerful integration with everything Mac OS

Dec 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: Seamless across all devices is first and foremost important. Integration between Apple Mail and Daylite is invaluable. Simple and intuitive interface that is customizable to our industry. No downtime, need for extensive backup plan of data. Customer service is 100% on point with any questions or issues I may have

Overall: Seamless with Apple OS

Vendor Response

by Marketcircle on December 15, 2017

Thank you for your review of Daylite.

Smallest of users finds things quite useful

Dec 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: 9.0/10 Not
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Pros: Works seamlessly and reliably. And the few times I have had problems over what must be 8 or 9 years of use, they have been when I have changed computers, AND THE DAYLITE TEAM HAS ALWAYS BEEN MASTERFUL AT HELPING ME FIX THE PROBLEM! I could not ask for more, better, faster.

Overall: It helps me manage my emails and invoices and similar. It is much easier to use than my last database and it does the backups seamlessly.

(The fields below about Industry and company size do not work)

Vendor Response

by Marketcircle on December 15, 2017

Thank you for your review of Daylite!

Great CRM for Small to Midsize Team, better than any web-based system

Dec 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The ability to work offline and seamless between Mac and an iOS device.
The graphic interface is intuitive and enjoyable to work in.
Great feature set for both simple users, as well as, advanced users.

Cons: There should be more administrative tools to reduce database size and clear historical data.
For subscription clients, we should have a phone number for support.

Vendor Response

by Marketcircle on December 11, 2017

Thank you Sanjeev for your review. We're very happy that Daylite is the CRM for your team.

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.

Great tool to keep track of projects, tasks, sales, email conversation and manage teams

Nov 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The process moved from initial lead, closing sales, create the project, managing tasks and evaluate the clients feedback. All manageable in 1 place.

Cons: It is only available for Mac, so all users require Mac. Scaling this system up, or connect outside partners, they require a Mac environment, which makes it harder for large organisations to work with Daylite too. (we work with oversea suppliers/ partners that share the same client)

Vendor Response

by Marketcircle on December 06, 2017

Thank you Bas for your review, and we're happy to hear that Daylite helps you manage your business all in one place.

Capterra-loader

It helps me greatly in organizing emails of the individual clients, and having a good overview!

Nov 22, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Fairly organized layout of client file, easy to add important client data. Although the choices for reminders, or tasks are almost overwhelming. Although make an easy email reminder pop up box to follow up an email, in a day, two days, next week, etc! That would help greatly.

Cons: I don't like that the templates are hidden in the preference folder, put them in the side bar, I like to use them a lot for my mail merge. Too many steps to get to these files. The Geo information looks interesting, but how do I use this information? Is their a way to pinpoint Clients in an area on a map?

Vendor Response

by Marketcircle on November 23, 2017

Thank you Frank for your review. Web&Map is a third party plugin. If you want to learn more about the plugin or chat with someone regarding the plugin, please feel free to check out this link: https://iosxpert.biz/en/plugins-for-daylite/webmap/

Capterra-loader

Outstanding in every way... Consistently improve and support the experience over six years of use.

Nov 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Intuitive interface, powerful data collection and incredible ability to cross-link data. I LOVE that it supports the "Getting Things Done" methodology and is so flexible that it can be modified to support many types of workflows. Team connectivity is simple, yet powerful. The few times I've had questions or issues, I've had live support within two hours to help me.

Vendor Response

by Marketcircle on November 22, 2017

Thank you David for your review. Thank you for supporting and loving Daylite.

Anytime I have a question/issue with daylite, their team is quick to respond & is very detailed!

Nov 21, 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: How easy it makes it to keep calendars, schedules, contacts, task lists, etc all together and linked and organized! It has truly helped our business and saved a lot of trees!!! :)

Cons: Since it is a computer program, sometimes it doesn't do what I would like it to do and that can be frustrating. When I run into something like this, I reach out to the support and they usually find me a way around it or explain how I could do it better!

Overall: Making our business more organized and help grow the company with utilizing all of daylite's amazing skills!

Vendor Response

by Marketcircle on November 22, 2017

Thank you Kelci for your wonderful review. It's great to hear that Daylite helps Jim Jordan Photography win more business and get more done.

Best Project and CRM Software for Mac users

Nov 19, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Mail integration, Cloud sync, add-ons, Tasks-Delegation, Shared calendar, overall functionality, integration with office word

Cons: respond time, reports, letters and letter templates, ios apps can improve al lot in regard to functionality, some add-ons could be standart (ex: Daylite docs),

Overall: Overview of the communication from the Staff with our Tenants (we are a real estate management company)

Vendor Response

by Marketcircle on November 20, 2017

Thank you Lorenzo for your review.

We love Daylite and find it an essential software for our business. It has streamlined our business

Nov 18, 2017
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: The ability to integrate with other Mac program such as iMail, iCalendar and Reminders. Also, the ability to delegate task to other users.

Cons: Lack of customizable layouts for different lead types. Lack of features for creating email templates.

Overall: Daylite has allowed us to run our business much more effectively by organizing and streamlining our workflow.

Vendor Response

by Marketcircle on November 20, 2017

Thank you Yolanda, and we're excited to hear that Daylite allows you to run your business effectively!

Capterra-loader

without daylite no possibility to run my business

Nov 17, 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: 8.0/10 Not
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Pros: Connetctivity, i-phone, contact management, combination through tags and sectorors,
apple mail connectivity, sales opportunity management

Cons: the last update of daylite map. very bad. if i could i would go back to the last version but it is unfortunately not possible

Overall: management of contact, customer visit organisation

Vendor Response

by Marketcircle on November 20, 2017

Thank you Emmanuel for your review.

We are very satisfied with Daylite, we are MAC user and Daylite is the best CRM available to us.

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The perfect combination of CRM with Mail. The Daylite team always takes care of our concerns very quickly. You have also programmed a plugin especially for our needs in shortest time, this at a very good price/performance ratio.

Cons: To date (standing at 60,000 customers) we have not been able to find anything negative. Everything has always worked perfectly.

Vendor Response

by Marketcircle on November 17, 2017

Thank you Patricia for your review. We're happy to hear that Daylite is the best CRM for you and your team. We hope you and your team will continue to win more business with Daylite! :)

Extremely powerful, scalable and easy to use software!

Nov 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The software can easily adapt to your needs. Automating tasks & reports can be done very easily and delegation of items in a team environment is very easy. The customer support team is very easy to deal with and are quick, efficient and friendly in their interactions letting you get back to being productive quickly!

Cons: Would like the ability to auto generate reports on given dates based upon preset filters for notes. Would alleviate time spent on repetitive tasks so long as team was diligent in uploading notes.

Vendor Response

by Marketcircle on November 16, 2017

Thank you for your review Ryan. I will definitely let our Design and Development team know about your feature request.

it can do a lot, half of i don't use or dont know how to use it.

Nov 11, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money

Pros: linking with persons and projects. and the extension"time&budget". i like the opportunities.

Cons: i sometimes loose the overview. - the today list becomes too long. - its hard to follow the deligated items.

Vendor Response

by Marketcircle on November 15, 2017

Thank you Yurr for your review. I see that there might be some features you don't know how to use. Please feel free to join our Daylite webinar to learn more. :)

Capterra-loader

Bloodstream of my business

Nov 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: Daylite helps me link and keep track of all aspects of my business, from client acquisition to project management.

Cons: I wish the program were a little snappier on my computer. Overall, this software is well-thought out and very powerful.

Overall: Daylite helps me manage all aspects of my small commercial photography business.

Vendor Response

by Marketcircle on November 15, 2017

Thank you Mihael for your review! We're happy to hear that Daylite helps you manage your small business.

So far so good. It does the majority of what we expect of a CRM.

Nov 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Connection with IPHONE (CRM on IPHONE, Contacts on Iphone)
- Very nice interface to use
- Tasks to delegate and delegated very nice to follow up
- Very nice to search people - companies based upon keywords

Cons: - No connection with OUTLOOK
- Customisation to add colours to links, for example in opportunities I would like to link people to an opportunity - if they are not considered good for the opportunity I would like them to show in RED, the validated people for a project I would like to see in GREEN.

Overall: Efficiency

Vendor Response

by Marketcircle on November 06, 2017

Thanks Fabien for your review. We're glad that Daylite helps you run your business efficiently! Your feature requests has been sent to our Design and Development team for review.

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.

Awesome! Easy to use and very easy to stay on top of all aspects of our business.

Nov 01, 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: I find Daylite very easy to use and customizable for how I like to sort and organize everything that the software provides.

Cons: There is nothing that I have found thus far that causes me to not like Daylite. A little annoyance may be changing the spacing of the calendar time scale so that I can see my entire day on one screen without having to scroll up or down.

Overall: The benefit of keeping my day to day organized, which allows me to stay on top of things.

Capterra-loader

It's not just the product but the customer service that makes a product.

Oct 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: I used this software a long tim ago and decided I needed to organise my business life again so took the time to look into the cloud based version (I had spent a week trying other CRM solutions but couldn't find one that did everything I needed as easily as Daylite). As I already had expectations of what I needed from the CRM I put it through it's paces on the 30 day free trial and every couple of days I asked some really awkward questions and I always got an answer which solved my problem. It's because of this I decided to purchase the product without waiting until the end of the 30 days. It's also great that I can use it on my mobile device as well as my laptop at home without any fuss as everything is synced and the licence is all included. The integration into the mac system and products like directmail was a real clincher for me as I wanted everything to talk to each other to really make the most of it.

Cons: There are a few quirks carried over from the original version but that is just me being really picky because they needed some cons fro the review.

Overall: Integration to other software to make it an integral part of my marketing system.

Vendor Response

by Marketcircle on October 30, 2017

Thank you Terry for your review. We're happy to hear that you've had a great experience with our Customer Service team, and decided to purchase Daylite.

What a great product. All-in-one for project management, contacts, calendar and email.

Oct 25, 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: The concept of having all my project management, scheduling, and contacts in one program. Accessible everywhere on all my devices makes it super easy to stay on track.

The company itself is a major pro. They are constantly updating Daylite and keeping the program alive. It makes me feel very secure using the software. What little customer service experiences I had were all great.

Cons: The learning curve. It's pretty tough to figure out a good flow for your business. There is also a lot to the program. It takes a little time to get your workflow down, with tags and categories, but once you do it's a piece of cake.

If there were some basic examples or existing company examples on how they set up their Daylite workflow, that would've been super helpful.

Additional email integration would be nice. I do not use Apple mail so unfortunately, the email tab in Daylite sits dormant. Would be great if it could link up with other clients, or allow me to directly add any email address into Daylite.

The only other negative would be the desktop client aesthetics. The program looks a little outdated in terms of design but like my other cons, it's not enough to deter the user experience.

Vendor Response

by Marketcircle on October 26, 2017

Thank you for your review Michael. We're glad to hear that Daylite makes your business feel secure.

Great and helpful, CRM directly inside Mac Mail.

Oct 25, 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: Ties in directly with Mac Mail. Can even send personalized SMS to groups!
Very nifty and clever in terms of group organization and filters. Has helpful 3rd party plugins for telephony, dialing out and showing who's calling you. Gives other calendar and contact apps edit capabilities with CalDAV.

Cons: The printing capability e.g. for projects with tasks and notes could be improved, in order to take to a meeting. In the beginning there was an issue with handling pdf attachments in mass mails, but it seems it has been fixed now.

Overall: Save time get both more of an overview and drilldown capability into contact-specific information.

Excellent CRM program for any small business

Oct 24, 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: Customization and ease of integration with Mac OS and Mac environment. Also, mobile version of software is easy to use

Cons: lack of reporting tools and absence of instructions on how to maximize the reporting features, especially merging and importing information from custom forms

Overall: enables me to run my business efficiently

Vendor Response

by Marketcircle on October 25, 2017

Thank you Blaine for your review. We're happy that you find Daylite to be an excellent CRM program for your small business. I will let Design and Development team know about your concern of lack of reporting tools.

Capterra-loader

Seems to be a good company who cares about the user experience.

Oct 23, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The biggest pro is how closely it resembles the apple format. It has been a very simple transition for our staff to make since they do not have to dig through window after window in a new database. The integration with Apple Mail is great as well.

Cons: The calendar can be confusing. And the iPad and iPhone apps, are tremendously under powered compared to what the desktop features can do. Main problem for us is the inability to view all calendars at one time on the iPad and iPhone. It is almost impossible for us to schedule a new client appointment for a team with only an iPad available.

Overall: It has helped us organize our sales and lead processes and file customer information. It has also got us away from using Apple iCal as our scheduling software.

Vendor Response

by Marketcircle on October 24, 2017

Thank you Samuel for your review. I will send your feedback to our Design and Development team.

Gives me structure for my day and the roadmap for my life.

Oct 19, 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: Seemless integration with calendar and contacts. It on my iMAC, iPhone, iPad and Powerbook. I just upgraded to the Cloud which allows me to manage myself anywhere, anytime with the touch of my finger.

Cons: There is nothing I can think of that I do not like about it. If I had to come up with something it would be that there are features I know are available but I have not yet learned how to use them.

Overall: Control of my business and my life.

Vendor Response

by Marketcircle on October 23, 2017

Thanks for your review Richard! We're super excited that Daylite gives you structure to your day and roadmap for your life! :) Please feel free to reach out to us if you have any questions regarding our features.

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.

A MAC CRM that meets all your needs, is intuitive and easy for every user, all with great support!

Oct 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: How easily I can create, link, & follow-up on tasks. There is no concern wondering what tasks I have, the priority, or where I left off, all because the CRM keeps me up to date on my tasks.

Cons: I liked least syncing multiple devices in multiple changing locations with self-serve, but Daylite Cloud solved that issue.

Overall: A great CRM.

Vendor Response

by Marketcircle on October 16, 2017

Thank you Matt for your review. We're happy that Daylite Cloud solved your syncing issue, and Daylite is helping you stay on top of your tasks.

Daylite Cloud is awesome!

Oct 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I don't have to worry when I go on trips, if my Daylite is synching properly. It just works and that is fantastic!

Vendor Response

by Marketcircle on October 16, 2017

Thank you Gordon for your love of Daylite Cloud and for your wonderful review. We're happy that Daylite helps run your business worry-free!

Daylite saves me time by integrating so many features into one application.

Oct 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The integration of many features: contacts, calendar, projects, tasks, opportunities, email, notes, external files.
Reliability, especially the Cloud version.
Excellent customer support

Cons: Cost-it is expensive for a solopreneur.
Not available on Android.
It can be overwhelming to learn all of the new features.

Overall: Enhanced productivity.

Vendor Response

by Marketcircle on October 16, 2017

Thank you Paul for your review.

We build our business around daylite

Oct 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: the number of features and the fact the app works offline allow us to have a great speed and response.

Cons: we miss an online version that allows us to have people that not use mac to access the CRM, which could help us to expend the business to places where a Mac computer is too expensive.

Vendor Response

by Marketcircle on October 16, 2017

Thank you Hugo for your review, and we're happy to hear that Daylite helps build your business.

Daylite allows gives us the chance to run our business as efficiently as possible.

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: There are so many benefits that space and time do not allow me to list them. I'm sure I'm only using 30% of Daylite's functionality. I can't wait to get to the remaining 70%.

Cons: The email integration is excellent and essential. Please figure out how to do the same with text messages.

Vendor Response

by Marketcircle on October 06, 2017

Thank you Steve for your review.

Having a total control of my communication in my business

Oct 02, 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: All my devices version, synchronize by Daylite Cloud. Doing things one time and be able to get offline if there is no internet connection temporarly.

Cons: Task are not enough dynamics but when you use them as they can give you, it is acceptable and efficient.

Overall: Control and mind free. My life in a safe place

Vendor Response

by Marketcircle on October 04, 2017

Thank you Robert for your review. I'm glad Daylite Cloud offers you total control of your communication in your business.

Sometimes run unexpected disclosures or other bugs. Help Desk fantastic!!

Sep 27, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: No needs at the moment. I'm facilitate because I don't use it by smartphone. A colleague had problems in reading notes when offline by his i-phone

Overall: My boss needed a database for his contacts, working on Mac and i-Phone and this looks like to be the best solution, at the moment ;-)

Vendor Response

by Marketcircle on September 28, 2017

Thanks Ilaria for your review.

Great product! Great support, though it is via email, still very prompt!

Sep 26, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm probably not using Daylite to its full potential, but I can easily see if I was how powerful it would be!

Cons: No phone support, though over the years I have learned to trust their 24/7/365 email support. They will even do a screen share with you of you're having a particular problem. All in all, pretty impressive!

Overall: Great CRM useful on all my Apple devices remotely.

Vendor Response

by Marketcircle on September 27, 2017

Thank you Dan for your review! I will pass your love over to our Customer Service Team!

Effective

Sep 25, 2017
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: How it keeps my teams organized and meeting their deadlines. Easy to use and effective. Ability to check on mobile devices is great.

Cons: Would be nice if the information that is entered into projects produced invoices. If each job that was entered would be assigned an job number.

Overall: enhanced organization.

Vendor Response

by Marketcircle on September 26, 2017

Thank you David 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
Likelihood to Recommend: 10.0/10 Not
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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! :)

easy to use and great for new agents

Sep 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: As a new realtor, I needed a CRM that was easy to understand and collaborate with the rest of our team. Daylite simplified a lot of processes that would have otherwise made an already intensive job even more so.

Cons: When reminders and tasks are dismissed on one device, it's not always synced to others - in particular my mobile. The tutorials were needed to get up and running quickly, but fortunately they were easy to follow and thorough!

Vendor Response

by Marketcircle on September 21, 2017

Thank you Celeste for your review.

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!

Customizable and perfect for small office with large and growing clientele; intuitive for user, too.

Sep 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The many links and relationships are instrumental and easy to use and remember to use, and I absolutely love the mail integrator.

Cons: Mobile app has some syncing hiccups or takes a little long. Also, don't love paying for subscriptions now. While there is an option for server, clearly being phased out and forced to go cloud.

Vendor Response

by Marketcircle on September 13, 2017

Thank you for your review Tina.

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!

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!

Really easy to use, and very good support

Sep 11, 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: 8.0/10 Not
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Pros: It really integrates well with all the Mac features and once you get to know you're way around it's easy to use.
There is very good support with tutorials and a very responsive support team to help answer any questions.

Cons: It can take a bit of time to find what you want through the menu options - I have to use trial and error at times. But I'm still a relative beginner.

Overall: All my client data in one place with all their details. An ability to organise them into groups and communicate with them in those groups.

Vendor Response

by Marketcircle on September 12, 2017

Thank you Sarah for your review!

I use Daylite for all my CRM needs across a variety of roles.

Sep 11, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The integration of communication traffic with the contacts lets me refer to back history without having to have a bottomless email box. It is enhanced by being synchronised across my iOS devices as well.

Cons: The lack of a tree hierarchy for companies. Instead the same company has to be entered repeatedly for every office involved.

Overall: It lets me have a tool that holds long term information on a series of different projects. I work across a wide variety of industries and it is open and flexible enough to allow a good level of adaptation. No product is perfect but this one suits my needs more fully than other online offerings.

Vendor Response

by Marketcircle on September 12, 2017

Thank you Mark 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.

Great small business management product if you are only using apple OS X and IOS devices

Sep 07, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Great CRM with Opportunity and project tracking. Email integration to easily attach emails to Persons, Companies, Opportunities and/or Projects. All data is cross-linked based on relationship to other pieces of data in the system. Example - You can look up a company and see all the persons, opportunities and projects related to that company on one screen and jump to any of those persons, opportunities and projects by clicking on the link.

Cons: Only works on Apple OS X and IOS devices, No support for any other OS.
No Project Management features, only tracking
No Resource Management features.

Vendor Response

by Marketcircle on September 11, 2017

Thank you Alan for your review.

Changing from another company, I found Daylite easy to set up and use daily.

Aug 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love that I can just attach emails immediately to Daylite from the sidebar. And I have all information on a customer in front of me, in chronological order if I need to access their file. Being able to add notes and tasks is a plus as well.

Cons: I do not use the full capabilities of Daylite, so there may be a way to do this, but when I save an email into Daylite, the attachment does not come with it. I have to go back to my correspondence to look at the attachment.

Vendor Response

by Marketcircle on August 30, 2017

Thank you Anne for your review.

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!

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.

I've been using Daylite for almost 10 years. It is a good program and easy to understand.

Aug 23, 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: 7.0/10 Not
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Pros: It is generally intuitive and there are videos to help me understand how things work.

It is great for tracking customers and conversations.

Cons: The cloud data storage was difficult to set up. But, that was four years ago when there was a different cloud hosting company. Its better since Daylite took that on themselves.

Overall: Customer tracking

Vendor Response

by Marketcircle on August 23, 2017

Thank you Ken for your review.

Overall experience with Daylite has been great - very effective software.

Aug 23, 2017
5/5
Overall
4 / 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: The ability to bring a number of functions under the one roof, and link them together. Very good for overview of interaction with clients.

Cons: I think reporting could be more robust with the ability to more easily customise reports (if you don't have specific coding knowledge).

Vendor Response

by Marketcircle on August 23, 2017

Thank you Codie for your review. I will pass your comment regarding our report to our Design and Development Team!

This program is the complete package! I love it. Its user friendly and easy to work with.

Aug 23, 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: I like being able to link emails to the people or companies in our customer base. It makes it easy to keep track of conversations and the sequence of events etc.

Cons: I wish there were more report printing options. Setting up a group is a bit confusing and i ended up going with a different set up. The Forms could be more useful if there were more options offered.

Vendor Response

by Marketcircle on August 23, 2017

Thank you Kristen for your review. Please contact us, and we would love to hear more about your thoughts on Forms.

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
Likelihood to Recommend: 10.0/10 Not
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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!

Daylite is the best CRM software on the mac...

Aug 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Daylite is so full featured that we see something new every week which allows us to be better organized and more productive.

Cons: Daylite is so comprehensive that setup to your liking can be daunting but stay with it as you will love it.

Vendor Response

by Marketcircle on August 22, 2017

Thanks Bruce for your review, and we're happy to hear that Daylite allows you to be more productive!

Great product with extraordinary customer service!

Aug 22, 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: This product helps keep my team and I organized and on top of our game. We win more customers due to better follow up.

Cons: Not as easy to setup as I'd like. Need industry packs for product sales, not just service industries.

Overall: Better sales and productivity

Vendor Response

by Marketcircle on August 22, 2017

Thank you Paul for your review, and we're happy to hear that Daylite helps your team win more customers!

The software is constantly improving. Customer service has always been great!

Aug 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: It has developed to the point that I can use it as my go to program and continues to improve, replacing others used for contacts, tasks, appointments, planning, notes. All in one place would be my description.

Cons: The inability to sync with my iPhone and iPad when offline. I just switched to the cloud version which overall is better for me, not maintaining a server. But I do miss the offline syncing which I sometimes need.

Vendor Response

by Marketcircle on August 22, 2017

Thank you Bruce for your review.

Love how simple the software is to use - and if Im not sure - support is excellent.

Aug 16, 2017
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: Free form or structured or both - a simple and elegant way to integrate emails and other communication.

Cons: Right now the iPhone app is not as fully functional - but I know there are changes coming. Looking forward to being able to tag emails to projects while on the road.

Overall: When your busy you need software (technology) to keep you on track and not do things twice. I allocate each new client to a project and use multiple tasks and activity sets to remind me whats next.

Vendor Response

by Marketcircle on August 17, 2017

Thank you Kelvin for your review.

Considering I've never used CRM software before, I came up to speed very quickly.

Aug 16, 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: Ease of use, easy integration with Apple's Mail application. It's easy to file away all relevant e-mails and link them to project, contact, opportunity, etc.

Cons: I wish there were an easy way to keep track of billable and/or business development hours. It can be done now, but it requires a calendar entry for each event. Then, filtering on keyword (e.g. "hours") allows quick overview. Rather, I would like to see a running balance of hours spent on each opportunity and project.

Overall: I love using it because it puts the items of most importance where they can be easily monitored and acted on. I've tried over the years to manage projects and opportunities using other organizational software, but none provide the links to allow the appropriate access to information that is needed for each task.

Vendor Response

by Marketcircle on August 16, 2017

Thank you Vali for our review. I have passed on your feature request to our Design and Development Team.

Daylite has become our business management platform

Aug 15, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: If you are a MacOS based business looking for a workflow management I would definitely recommend Daylite

Pros: For our consulting business I did not think I could find a platform that would allow us to automate so much of our business development and project management. It even interfaces into our accounting system and works brilliantly on desktop, phone and tablet.

Cons: The biggest issue for us is that while the business is MacOS many of the consultants come with their own hardware and some are either Windows or Android. But there are work around with that.

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.

I can'y do my job without Daylite.

Aug 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It's easy to use daily. Daylite keeps me on track for my day to day tasks. I can customize each customer with specific information.

Cons: The auto correct when searching for a person or company. When that happens sometimes a "new" account or person is created by mistake.

Vendor Response

by Marketcircle on August 11, 2017

Thank you for your review Jennifer.

Great! They have been very helpful and the software itself is very straight forward.

Aug 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Daylite is very easy to use. Any time I have needed to learn how to do something I have easy found a video tutorial of how to do it. It's not difficult to navigate and the support team is very helpful!

Cons: Nothing. I love it. I do wish it was compatible with Pc's so that all of our team members could use the desktop version as well.

Vendor Response

by Marketcircle on August 10, 2017

Thank you Sarah for your wonderful review!

Almost perfect.

Aug 04, 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: How well Daylite and Apple Mail play together is a real strength. Capability to link almost anything. Utilization of the cloud and off line data is awesome feature.

Cons: Limited custom fields for organizations, contacts, opportunities, etc. Custom Fields are designed for only simple text. Report builder designed for computer science majors only. Lack of font size control.

Overall: Could not run my business without it.

Vendor Response

by Marketcircle on August 04, 2017

Thanks Christian for your review. Your request about custom fields has been sent to our Design and Development Team.

Daylite is a very comfortable tool to maintain your customer contacts, slaes chances and projects

Aug 04, 2017
3/5
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: The possibility to use it very flexible.
To link mails to contacts, projects and tasks.
Flexible Linkage with apple mail

Cons: The Selfserv installation does not support SSL security standards to share contacts and calendars
Usability of interface could be enhanced, e.g. when entering tasks

Vendor Response

by Marketcircle on August 04, 2017

Thank you Frank-Dieter for your review.

The one software that anyone needs from preparing quotation for clients to project delivery

Jul 31, 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
Likely
Extremely
Likely

Pros: Apart from it being native on a OS X platform, I love the following organised feature that runs my business.
CRM : having my calendar linked with my clients.
Opportunities : having all my quotations to clients organised into one screen.
Projects : having all my projects in one location allows me to see my work flow.

There are tons of feature that Daylite provides and I could hardly go through a day without using it.

Cons: The software could be more graphical like basecamp, but I would choose Daylite anytime because of the functions.

Vendor Response

by Marketcircle on July 31, 2017

Thank you so much Matthew for your review.

The best crm i have seen and used

Jul 31, 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
Likely
Extremely
Likely

Pros: Easy to use and it is usable for various purpouses. The customer service acts quick and good
It is not expansive

Cons: it is dificult to make your own reparts and it doesnot comunicate with exchange.

Vendor Response

by Marketcircle on July 31, 2017

Thank you Dick for your review, and we take pride in our Customer Service Team!

Wonderful program, works very well & has perhaps the best tech support I've ever experienced.

Jul 31, 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
Likely
Extremely
Likely

Pros: Makes great use of the Apple OS & iOS systems. If you're on those platforms, why not use a program designed specifically to leverage them?!?

Cons: Only minor issues here; there are a few tweaks I'd like to make, but it's a solid system as it is. Would like an option for changes to some record fields to automatically feed into the history log (i.e. address changes, so you have a historical record of when you changed it etc).

Overall: Works well, easy to network with peers, it's become a key part of how we manage our business.

Vendor Response

by Marketcircle on July 31, 2017

Thank you Bill for your review. I have sent you feature request to our Design and Development Team.