Who Uses Daylite for Mac?
Professional services firms that use Macs, iPhones & iPads. Not available for PC or Android.
What Is Daylite for Mac?
CRM for Mac & iOS. Daylite helps you and your team keep track of communication with clients, track deals, and manage projects all in one app. Share with your team to keep everyone in the loop. Easy to customize. Flexible permission controls. Grows with you. Works with Apple apps you love like Apple Mail, Apple Contacts, iCal, Siri, Reminders and more. Keep your clients happy and your team in sync with Daylite!
Daylite for Mac Details
Marketcircle
http://www.marketcircle.com
Founded 1999
Daylite for Mac pricing overview
See pricing plansDaylite for Mac has a free version and offers a free trial. Daylite for Mac paid version starts at US$29,00/month.
Starting Price
US$29,00/month See pricing details
Pricing Details
All features included in price for Mac and iOS apps.
Free Version
Yes
Free Trial
Yes, get a free trial
Daylite for Mac deployment and support
Support
- Business Hours
- Online
Deployment
- Installed - Mac
- Cloud, SaaS, Web
- Mobile - iOS Native
Training
- Live Online
- Webinars
- Documentation
Daylite for Mac Features
CRM Software
- Calendar/Reminder System
- Document Storage
- Email Marketing
- Internal Chat Integration
- Lead Generation
- Lead Scoring
- Marketing Automation Integration
- Mobile Access
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
CRM Software for Mac
- Call Center Management
- Campaign Management
- Contact Management
- Customer Support
- Document Management
- Email Marketing
- Interaction Tracking
- Landing Pages / Web Forms
- Lead Management
- Lead Scoring
- List Management
- Marketing Automation
- Product Catalog
- Project Management
- Quotes / Proposals
- Referral Tracking
- Survey Management
- Territory Management
CRM for Small Businesses
- Business Card/Badge Scanning
- Calendar/Reminder System
- Document Storage
- Forecasting
- Lead Scoring
- Live Chat
- Marketing Automation Integration
- Quotes/Proposals
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
Financial CRM Software
- Account Alerts
- Asset Management
- Expense Tracking
- Household Tracking
- Influence Tracking
- Lead Management
- Marketing Management
- Relationship Tracking
- Team Assignments
- Territory Management
Nonprofit CRM Software
- Committee Management
- Contact Management
- Donor Management
- Email Marketing
- Event Management
- Fundraising Management
- Grant Management
- Membership Management
- Social Media Integration
- Volunteer Management
Project Management Software
- Agile Methodologies
- Budget Management
- Client Portal
- Collaboration Tools
- Cost-to-Completion Tracking
- Customizable Templates
- Gantt Charts
- Idea Management
- Kanban Board
- Milestone Tracking
- Portfolio Management
- Resource Management
- Time & Expense Tracking
- Traditional Methodologies
Real Estate CRM Software
- Campaign Management
- Client/Property Matching
- Contact Management
- Email Marketing
- Interaction Tracking
- Lead Management
- Property Alerts
- Referral Tracking
- Segmentation
Workflow Management Software
- Access Controls/Permissions
- Business Process Automation
- Calendar Management
- Compliance Tracking
- Customizable Dashboard
- Document Management
- Forms Management
- Graphical Workflow Editor
- Mobile Access
- No-Code
- Task Management
- Third Party Integrations
- Workflow Configuration
Daylite for Mac Alternatives
More Daylite for Mac alternatives
Daylite for Mac Reviews
Read all reviewsOverall rating
Average score
Adrian C.
-
Overall Rating5 /5
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Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
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
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality4 /5
-
Customer Support4 /5
-
Value for Money4 /5
-
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.
- Reviewer Source
- Reviewed on 2020/01/30
Pj M.
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Overall Rating2 /5
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Ease of Use2 /5
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Features & Functionality2 /5
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Customer Support4 /5
-
Value for Money1 /5
-
Likelihood to Recommend
- 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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Overall Rating5 /5
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Ease of Use4 /5
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Features & Functionality4 /5
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Customer Support4 /5
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Value for Money5 /5
-
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.
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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Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
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.
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
