Who Uses Daylite for Mac?
Professional services firms that use Macs, iPhones & iPads. Not available for PC or Android.
What Is Daylite for Mac?
For Mac & iOS. Daylite is CRM for professional services firms that need to keep track of communication, details and next steps for clients and projects in one place. No more forgetting to follow up or letting details slip through the cracks. Get all the features like Apple Mail integration, reminders, list management, email templates, lead tracking, project management, & more for one affordable price. Thousands of people use Daylite to win more business & get more done.
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
Customer Communications Management Software
- Batch Communications
- Chat / Messaging
- Content Management
- Email Distribution
- Interactive Content
- Multi-Channel Communication
- On-Demand Communications
- Personalization
- Print Management
- Template Management
- Video Content
View full list of Customer Communications Management Software
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
Task Management Software
- Collaboration Tools
- Create Subtasks
- Gamification
- Gantt/Timeline View
- Mobile Access
- Percent-Complete Tracking
- Recurring Task Management
- Reporting/Analytics
- Spreadsheet View
- Task Board View
- Time Tracking
- To-Do List View
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.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality4 /5
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Customer Support5 /5
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Value for Money5 /5
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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
-
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
David K.
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Overall Rating5 /5
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Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/10/15
"Over 15 years using this, and I LOVE IT!"
Comments: I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go. Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%! So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand..... LOVE WHAT I DO!!!
Pros: GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.
Cons: I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.
- Reviewer Source
- Reviewed on 2020/10/15
Michael G.
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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 Support5 /5
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Value for Money2 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 2020/01/30
"Still waiting for Daylite to catch up"
Comments: I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.
Pros: It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.
Cons: It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.
- Reviewer Source
- Reviewed on 2020/01/30
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
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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.
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
