Daylite for Mac

Daylite for Mac

5 / 5 184 reviews

Who Uses This Software?

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

Average Ratings

184 reviews
  • 5 / 5
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • 4.5 / 5
  • 4.5 / 5
    Value for Money

Product Details

  • Starting Price
  • Pricing Details
    Includes Mac, iOS, and Mail integration
  • Free Version
  • Deployment
    Installed - Mac
    Mobile - iOS Native
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Marketcircle
  • Founded 1999

About This Software

EXCLUSIVELY for the Mac, iPhone & iPad. Daylite is a small business CRM & productivity manager. Build better customer relationships & increase your team's efficiency. Share information with your team by viewing all your emails, notes, calls, appointments & more for your customers in one place. Daylite integrates with Apple Mail like no other CRM. Store emails & schedule tasks right within Apple Mail. Manage your contacts anywhere on your Macs, iPhones & iPads even without an internet connection.

  • Agile Methodologies
  • Billing & Invoicing
  • Budget Management
  • Call Center Management
  • Call Logging
  • Campaign Management
  • Channel Management
  • Client / Property Matching
  • Client Portal
  • Collaboration Tools
  • Contact Management
  • Cost-to-Completion Tracking
  • Customer Segmentation
  • Customer Support
  • Dashboard
  • Document Management
  • Email Marketing
  • File Sharing
  • Gantt Charts
  • Idea Management
  • Interaction Tracking
  • Issue Management
  • Kanban Board
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Product Catalog
  • Project Management
  • Project/Product Planning
  • Property Alerts
  • Quotes / Proposals
  • Referral Tracking
  • Resource Management
  • Risk Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Status Tracking
  • Survey Management
  • Task Management
  • Territory Management
  • Testing / QA Management
  • Time & Expense Tracking
  • Waterfall Methodologies
  • Workflow Management

Daylite for Mac Latest Reviews

Automatically translated. Show original review

Fabulous CRM for B2B B2C & Recurring

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Already described

Pros: Daylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly". Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!

Cons: I don't use Opportunities for prospects since it's not possible to convert an Opportunity (and everything recorded & saved) to a Contact. I set up any prospect as a full contact then tag them with a category of Prospect. I then set up a smart list that displays all contacts that have a category of Prospects. Also, it would be great if PC users could access Daylite too. Not everyone on the team uses a Mac.

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My Seasoned Love Affair With Daylite!

4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management.

Pros: When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love. I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle! This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship. It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”

Cons: When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated. Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer.