Who Uses This Software?

Daylite is made for SMBs on the Mac platform. It's ideal for teams of 2-50 in sales, real estate, law, finance, design, photography, and consulting. Made for small teams doing big things.


Average Ratings

193 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
    See pricing details
  • Pricing Details
    Also have yearly plan 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 businesses on the Mac platform. Want to win more sales & streamline your team's workflow? Daylite is a CRM and project management app ideal for teams of 2-50 that want to increase customers, convert more leads, and manage their workload better. Daylite helps SMBs in sales, real estate, law, finance, design, & photography world-wide to grow their business.


Daylite for Mac Features

  • Campaign Management
  • Client / Property Matching
  • Contact Management
  • Customer Segmentation
  • Dashboard
  • Email Marketing
  • Lead Management
  • Property Alerts
  • Referral Tracking

Daylite for Mac Reviews Recently Reviewed!


I used Daylite for a CRM while managing a client-base of over 300 for an Art Gallery

Apr 16, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I liked how visual Daylite was, very at-a-glance platform, and I was able to categorize my clients into any specific tags and categories I wanted.

Cons: It seemed limited to it's capabilities. I would have liked the option to be able to mass email and draft and schedule letters to go out. I used this a couple of years ago, so they may have changed this.

Vendor Response

by Marketcircle on April 19, 2018

We are happy to hear you enjoyed how Daylite categorize your clients. Daylite can send emails with the letter templates for simple email/document generation but it can also integrate with Direct Mail and MailChimp for more advanced email marketing making bulk mail scheduling possible. If you haven't checked out Daylite recently we encourage you to give it another look!

A Daylite beginner, but like what I have used so far, would just like to use more of it

Apr 15, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Integration and functionality, the email feature is excellent, as is the contacts field. Also customer service is excellent.

Cons: Complex, struggling to understand how best to use it daily, with so many features, I feel I need to go on a course to get the most out of it.

Vendor Response

by Marketcircle on April 17, 2018

We are really happy to hear that you're enjoying Daylite! We are going to have someone reach out to you to discuss how to integrate Daylite more so you can use it every day with confidence.

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

Apr 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

Vendor Response

by Marketcircle on April 13, 2018

Thank you Alan for your support of Daylite! We are honoured that you love Daylite as much as we do at Marketcircle! We're super happy to hear that Daylite is your number CRM choice. May you continue to win more business and get more done! :)

Our business relies on Daylite as our communication hub

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

Pros: Incredibly powerful search and data filtering. Seamless integration with Mac and Mail. Smart Lists have huge breadth of application. Intuitive UI and an incredible amount of functionality within a simple interface.

Cons: A little buggy, crashes frequently - this is though, more of an annoyance than a real problem. Synchronization can be a challenge at times.

Vendor Response

by Marketcircle on April 13, 2018

Thank you for your review Khai! We're happy to hear that your business relies on Daylite as your communication hub. May you continue to win more business and get more done with Daylite.

It's a perfect integration with the apple mail with which you can create tasks based on the requests

Apr 09, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I have tutorials with which I can understand the software. If I have the application on different devices, the information that I add is updated in all of them.

Cons: I feel there are many more functions than I can handle, maybe I need to delve more into the application to understand it thoroughly

Vendor Response

by Marketcircle on April 10, 2018

Thank you for your review of Daylite! May your business continue to grow with Daylite. :)

Capterra-loader

My only regret is that I did not join years ago....

Apr 04, 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: Absolutely THE go to CRM for Mac. With it's native integration with mac mail, calendar and contacts it worked great for our company workflow (we do not use Microsoft Office). The ease of use, the terrific user interface and powerful tools really allow you to take your business to the next level.

Cons: To be honest, I haven't found anything. I have yet to find a feature that it does not support. I'm sure I might find a few things here and there but overall this thing is fully developed.

Overall: Improved my workflow and organization drastically.

Vendor Response

by Marketcircle on April 05, 2018

Thank you Matt for your wonderful review of Daylite. We're excited to have you on the Daylite team! May you continue to win more business and get more done!

My productivity is all due to Daylite

Mar 28, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Keep up the enhancements! Than you!

Pros: Integration with Apple Mail to easily create tasks based on incoming requests. Mobile version does the trick when I am on the go.

Cons: I wished there were functions to track estimated workload, and forecast when I might be exceeding a feasible workload.

Capterra-loader

Daylite is ok

Mar 26, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Pros: Daylite has a lot of functionality. I like how it keeps a timeline/paper trail of interaction with contacts. I also like that it keeps important dates such as birthdays and anniversaires on the calendar.

Cons: I really dislike how hard it is to disconnect the Daylite Assistant from MacMail. It slows down my computer on startup sometimes and I cant figure out how to remove it.

Vendor Response

by Marketcircle on March 27, 2018

Thank you Jalecia for your review. We're happy to hear that Daylite keeps a "paper" trail of your interaction with contacts all in one place. Please check out our Daylite Help Centre to help with your DMA. May you continue to win more business, and get more done.

Have loved using Daylite for at least 7 years!

Mar 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is soooo helpful to be able to add, change, or delete appointments, contacts, etc. no matter where I am. Am semi-retired now, but Daylite is an essential tool of my daily life - professionally AND personally.

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

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

Vendor Response

by Marketcircle on March 26, 2018

Thank you Carmen for using Daylite for 7 years, thank you for the support and love! We're happy to hear that you use Daylite to manage your professional and personal life. May you continue to keep your professional and personal life organized in one place.

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

Mar 22, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I work on a team, coordinating transactions for 4 brokers as well as assisting with various projects ranging from social media content creation to client events. Daylite offers one place to hold details and to track tasks. Transactions are Opportunities and everything else is a Project. Attaching emails is easy and super useful. Contacts we use over and over again only have to be entered once. No one on my team has to keep a million details in their head so it helps us all stay on the same page. Now that we have switched to the cloud its faster, more reliable, and I've been able to install it at home so working remotely is seamless.

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

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

Vendor Response

by Marketcircle on March 26, 2018

Thank you LeeAnne for your review of Daylite. We're happy to hear that you're enjoying Daylite even more on Cloud. Thank you for your feedback, I will submit your request over to our Design and Development Team. May your team continue to win more business and get more done!

I have been using Daylite for over 15 years and cannot imagine carrying out my duties without it.

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

Pros: Tremendous integration of contacts and activities, as well as an excellent mail merge function that I have not found elsewhere.

Cons: In the early stages, it took a while to master the software. However, the team has been steadily improving it to the point that it is now easy to reach cruising altitude quickly.

Vendor Response

by Marketcircle on March 22, 2018

Thank you for your review Fred, and thank you for being a supporter of Daylite for the past 15 years! We're happy to hear that Daylite helps you manage your business, and carry out your work. May you continue to win more business, and get more done.

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

Mar 16, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support

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

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

Vendor Response

by Marketcircle on March 19, 2018

Thank you Lucie for your review! We're happy to hear that you love Daylite's customizable form and reports. May you continue to win more business and get more done.

Daylite is a powerful tool that allows me to run my consulting business and stay in sync with our team

Mar 16, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 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 linking of all the data to a name or company is great. Also, it allows me to look up information even as someone is calling me. I also appreciate the extensive templates and work flows.

Cons: Since it moved to the cloud it seems less stable. However, I have over 6k contacts so it could be because of the size of my database.

Vendor Response

by Marketcircle on March 19, 2018

Thank you John for your review of Daylite. We're glad to hear that Daylite allows you to run your consulting business and stay in sync with your team. May you continue to win more business and get more done!

Fabulous CRM for B2B B2C & Recurring

Mar 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly".

Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!

Cons: I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects.

Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.

Overall: Already described

Vendor Response

by Marketcircle on March 19, 2018

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

Daylite Cloud makes my life and running a business so much easier!

Mar 15, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: A Brilliant CRM for Apple users, capture everything that is said and done.The computer has a better memory than any human being!

Cons: The smart lists take some getting used to and the filters are a bit tricky or i may be doing it all wrong. The programme its self is big. Making pipelines and projects needs some time to get used to.
But its superb for delegating tasks etc

Overall: easy to use

Vendor Response

by Marketcircle on March 16, 2018

Thank you Steve for your review of Daylite! We're glad to hear that Daylite Cloud helps run your business and gives you a peace of mind.

Capterra-loader

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

Mar 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

Vendor Response

by Marketcircle on March 15, 2018

Thank you Diense for your review of Daylite! We're happy to hear that you've been using Daylite as your CRM for many years and you've had great experience with our Customer Support Team. I will send your "share tips with users" feedback to our team. May you continue to win more business and get more done! :)

This software makes it easy and intuitive to keep track of my coaching clients.

Mar 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It's so easy to use, and integrates seamlessly into the other software I use routinely, like Apple Mail. Yay, I'm organized!

Vendor Response

by Marketcircle on March 14, 2018

Thank you Patti for your review, and we're super excited to hear that Daylite helps you keep track of your Coaching business. May you continue to win more business, and get more done with Daylite!

It has been a great system to keep track of many opportunities between multiple people.

Mar 07, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: I like that you can chose what email gets linked to what. It does not chose for you. It has also been helpful to look back on history of contacts for deals that happen every year.

Cons: I wish automation was a bit easier to do. It seems difficult to get things to happen automatically but we continue to learn new things about the pipeline and tasks.

Vendor Response

by Marketcircle on March 09, 2018

Thank you for your review! We're happy to hear that Daylite helps you keep track of your opportunities, and linking your emails so you can look back on the deals you've made that year. May you continue to win more business, and get more done with Daylite. :)

The BEST CRM program for a Mac user!

Mar 06, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

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

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

Vendor Response

by Marketcircle on March 08, 2018

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

Good software, Great customer service

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

Pros: I've toyed with other CRM's before and this has been the most intuitive software that easily integrates with Mac systems.

I'm a creative type that runs a business, so having a good interface that runs smoothly is vital to me.

Cons: This software has a ton of capabilities. I'm a pretty quick study with most things, but needed a 1-on-1 guidance to help maximize it's power. I'm still learning.

Vendor Response

by Marketcircle on March 06, 2018

Thank you for your review, and we're happy that you find Daylite to be intuitive. May you continue to win more business and get more done with Daylite! :)

Outstanding intuitive product for business and personal use

Feb 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

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

Vendor Response

by Marketcircle on March 01, 2018

Thank you David for your awesome review of Daylite! We're happy to hear that you're loving Daylite Cloud, and it syncs across all your Mac devices. May you continue to win more business and get more done with Daylite.

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

Feb 24, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: That fact that it integrates with Mail and other Apple products so smoothly. You don't have to compromise your daily computing environment by using Outlook or some other third-party product. I'm not crazy about it moving to a SaaS model but I understand the business reasons for it. And it's still an Apple/Macintosh product which will retain me as a user. I had one support issue and it was taken care of extremely quickly and efficiently. I wish all companies' support systems were as good.

Cons: I find the search function can be slow at times and I may not always get the results I expect. I also wish you could easily move chronologically through the entries that are listed in the "All Activity" view of a project, opportunity. I open something to read it, then have to close it to go to the next entry. These reasons are why I only gave it 4 stars on ease of use.

Vendor Response

by Marketcircle on February 26, 2018

Thank you for your review and we're super happy that you had a great experience from our Customer Service Team. I have sent over your feature requests to our Design and Development Team. Thank you for your feedback and we appreciate it! May you continue to win more business and get more done with Daylite. :)

Capterra-loader

Daylite has taken out the complexity in my daily work.

Feb 23, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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

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

Vendor Response

by Marketcircle on February 26, 2018

Thank you Guido for your review of Daylite. We're super excited to hear that Daylite removes the complexity in your daily work as a CEO, and made it convenient! I've submit your feature request to our Design and Development Team. Thank you for making Daylite better! :)

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.

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.