Who Uses Daylite for Mac?

Small businesses that use Macs, iPhones & iPads. Not available for PC or Android.

What Is Daylite for Mac?

For Mac & iOS. Daylite is a productivity-focused CRM for small businesses that want 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

Daylite 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

Deployment

Installed - Mac

Cloud, SaaS, Web

Mobile - iOS Native

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Daylite for Mac Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Call Centre 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
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
Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communication
On-Demand Communications
Personalisation
Print Management
Template Management
Video Content
Campaign Management
Client/Property Matching
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Daylite for Mac Reviews

Showing 5 of 318 reviews

Overall
4.6/5
Ease of Use
4.4/5
Customer Service
4.6/5
Features
4.5/5
Value for Money
4.4/5
Adrian C.
Founder
Financial Services, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/01/2020

"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 29/01/2020
Brian J.
Owner
Management Consulting, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 31/01/2020

"Helps me to Get Things Done"

Comments: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Pros: It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Cons: It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

  • Reviewer Source 
  • Reviewed on 31/01/2020
Benoit S.
President
Real Estate, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 9/05/2020

"Essential"

Comments: I used the software for over 5 years and I recently came back to it having started a company with a partner. It is perfect to centralize the information and keep everything transparence.

Pros: This software is like an assistant to me. Once out of my head, I know the information will come back at the right time reminding me what I have to do.

Cons: The app has a lot if limitation. The mail assistant is great, but complicated for answers on the go via the Iphone.

Vendor Response

by Marketcircle on 11/06/2020

Hi Benoit, we're so glad Daylite is helpful and works as an assistant for you!

We know how much it helps to have everything in one place! Thank you for taking the time to review us :)

  • Reviewer Source 
  • Reviewed on 9/05/2020
Michael G.
Proprietor
Construction, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    2/5
  • Ease of Use
    2/5
  • Features & Functionality
    2/5
  • Customer Support
    5/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 30/01/2020

"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 30/01/2020
Diense B.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/03/2020

"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 11/06/2020

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 17/03/2020