Who Uses Daylite for Mac?
Professional services firms and creative agencies that need to manage clients, deals, and projects. For Mac-based businesses (Not available for PC or Android)
What Is Daylite for Mac?
Daylite is a powerful Mac & iOS CRM (Customer Relationship Management) that helps teams manage more clients, close more deals, and complete more projects. Designed for small businesses on Macs, Daylite supports many built-in Apple features such as Apple Mail, Caller ID, Siri, Notification Centre, and more.
Daylite offers complimentary onboarding support to help you get the most out of Daylite. For over 20 years Daylite has been helping people grow their business.
Daylite for Mac Details
Marketcircle
http://www.marketcircle.com
Founded 1999
Daylite for Mac pricing overview
See pricing plansDaylite for Mac offers a free trial. Daylite for Mac paid version starts at US$29,00/month.
Starting Price
US$29,00/month See pricing details
Free Trial
Yes, get a free trial
Daylite for Mac deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- iPhone (Mobile)
- iPad (Mobile)
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Daylite for Mac Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
CRM Software for Mac
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar Management
- Calendar Sync
- Campaign Management
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- For Mac Devices
- Forecasting
- Interaction Tracking
- Landing Pages/Web Forms
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third-Party Integration
- Workflow Management
CRM for Small Businesses
- Business Card/Badge Scanning
- Calendar/Reminder System
- Contact Management
- Document Storage
- Email Management
- Forecasting
- Interaction Tracking
- Lead Management
- Lead Qualification
- Live Chat
- Marketing Automation
- Quotes/Estimates
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Financial CRM Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Management
- For Financial Institutions
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Management
- Marketing Automation
- Mobile Access
- Pipeline Management
- Relationship Tracking
- Reporting & Statistics
- Sales Reports
- Search/Filter
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Integrations
- Workflow Management
Nonprofit CRM Software
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- CRM
- Calendar Management
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Committee Management
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Donation Tracking
- Donor Management
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Event Management
- For Nonprofits
- Forms Management
- Fundraising Management
- Grant Management
- Interaction Tracking
- Membership Management
- Mobile Access
- Real Time Notifications
- Registration Management
- Reminders
- Reporting & Statistics
- Social Media Integration
- Summary Reports
- Task Management
- Task Scheduling
- Third Party Integrations
- Volunteer Management
- Web Forms
- Website Integration
- Workflow Management
Project Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Billing & Invoicing
- Budget Management
- Calendar Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Cost-to-Completion Tracking
- Customizable Templates
- Document Management
- Document Storage
- Drag & Drop
- File Sharing
- Gantt/Timeline View
- Idea Management
- Issue Management
- Kanban Board
- Milestone Tracking
- Multiple Projects
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real-time Updates
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management
- Risk Management
- Status Tracking
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Testing/QA Management
- Third Party Integrations
- Time & Expense Tracking
- Traditional Methodologies
- Workflow Management
Real Estate CRM Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Client/Property Matching
- Commission Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Pipeline Management
- Pipeline Reports
- Real Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Management
Sales Tracking Software
- Access Controls/Permissions
- Activity Dashboard
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Assignment Management
- Calendar Management
- Call Logging
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Customizable Branding
- Customizable Reports
- Data Import/Export
- Document Management
- Electronic Signature
- Email Management
- Email Templates
- Event Triggered Actions
- File Sharing
- Goal Setting / Tracking
- Interaction Tracking
- Kanban Board
- Lead Management
- Lead Scoring
- Leaderboards
- Live Chat
- Mobile Access
- Mobile App
- Process/Workflow Automation
- Product Catalog
- Prospecting Tools
- Reminders
- Reporting/Analytics
- Revenue Management
- Sales Pipeline Management
- Search/Filter
- Task Management
- Territory Management
- Third Party Integrations
- Transfers/Routing
Workflow Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- Calendar Management
- Collaboration Tools
- Commenting/Notes
- Compliance Tracking
- Configurable Workflow
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Forms Management
- Graphical Workflow Editor
- Mobile Access
- Monitoring
- No-Code
- Progress Tracking
- Project Time Tracking
- Project Workflow
- Projections
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Configuration
- Workflow Management
Daylite for Mac Alternatives
More Daylite for Mac alternatives
Adrian C.
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/01/29
"A fully featured and user productive CRM"
Comments: I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist!
Pros: Awesome user interface, integration into MacOS environment (e.g. Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user. Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption. There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings.
Cons:
Some highly technical limitations:
- No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome!
- Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement.
- Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version
- Reviewer Source
- Reviewed on 2020/01/29
Verified Reviewer
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Overall Rating
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/01/30
"Improvement over time!"
Comments: I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.
Pros: I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it. I really couldn't live without this product. I rely on it for everything. Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support.
Cons: It doesn't play well with others and integrate easily with other software - particularly with other calendar systems. When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting. I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps.
Alternatives Considered: Insightly and Salesforce Sales Cloud
Reasons for Switching to Daylite for Mac: Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.
- Reviewer Source
- Reviewed on 2020/01/30
Pj M.
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- Reviewer Source
- Reviewed on 2018/12/05
"Daylite is Badly Designed"
Comments: Terrible
Pros: It doesn't seem to lose any data or break in a way that destroys the work that goes into it.
Cons: It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.
Vendor Response
by Marketcircle on 2018/12/06
Hi PJ,
Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously.
We're glad that you know your data and any work you put into Daylite was safe; that's really important to us!
We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite.
We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: [email protected] Thank you for helping us continue to constantly improve Daylite!
- Reviewer Source
- Reviewed on 2018/12/05
Diense B.
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Ease of Use
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Features & Functionality
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Value for Money
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/03/17
"Daylite Review"
Comments: Absolutely love the product. Marketcircle continues to update and revise the software. Would love if the developers came out with more detailed specifics for the Real Estate.
Pros: Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
Cons: It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.
Alternatives Considered: The Wise Agent, TOP PRODUCER and Referral Maker CRM
Reasons for Choosing Daylite for Mac: Daylite seemed better suited for my business and seemed less difficult to use.
Switched From: Act!
Reasons for Switching to Daylite for Mac: Daylite seemed a better fit for my business.
Vendor Response
by Marketcircle on 2020/06/11
Hi Diense,
Thanks so much for taking the time to review Daylite!
It's awesome to hear mail integration is helping you! We hear you on reports and custom fields - we've passed this along to our developers!
- Reviewer Source
- Reviewed on 2020/03/17
Michael N.
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/02/14
"Best CRM for Mac Users"
Comments: I run everything on Daylite. I couldn’t imagine life without it
Pros: Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.
Cons:
I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.
Alternatives Considered: Agile CRM and HubSpot CRM
Reasons for Switching to Daylite for Mac: Better for Mac. Liked the look and feel of it better.
Vendor Response
by Marketcircle on 2020/06/11
Hi Michael,
It's fantastic to hear you can't imagine life without Daylite, what a compliment!
We're passing along your feedback about Windows and more sales and time tracking functionality for our team to review as well! Thank you for taking the time to share your feedback.
- Reviewer Source
- Reviewed on 2020/02/14
