About Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. Keep track of communication with clients and the status of projects and deals all in one place, even when you are working offline. Sync with your iPhone and iPad when you’re on the go (or on the couch). Compatible with Big Sur and M1-powered Macs, plus enjoy the new sleek look of Daylite in dark mode. Daylite is designed to work seamlessly with all the Apple features you love: - Integrate with Apple Mail on Mac - Share your Apple Contacts and iCal - Leverage features like Siri & Caller ID on your iPhone - FaceID and TouchID support Unlike other Web-based CRMs that just focus on customer relationships and sales, Daylite takes you through the full customer lifecycle. From meeting prospects & winning business, to managing the moving pieces on projects, all the way through following up for referrals and repeat business, it’s all done in Daylite. Daylite offers complimentary onboarding support to help you get the most out of Daylite. Ready to grow your business? Start your free 30-day Daylite trial today!
Daylite for Mac Software - Device View
Daylite for Mac Software - Deal View
Daylite for Mac Software - Growth Pipeline View
Daylite for Mac Software - Project Management
Daylite for Mac Software - Relationship Management
Daylite for Mac video
Daylite for Mac Software - Device View - thumbnail
Daylite for Mac Software - Deal View - thumbnail
Daylite for Mac Software - Growth Pipeline View - thumbnail
Daylite for Mac Software - Project Management - thumbnail
Daylite for Mac Software - Relationship Management - thumbnail

Daylite for Mac pricing

Daylite for Mac has a free version and offers a free trial. Daylite for Mac paid version starts at US$39.99/month.

Starting Price:
US$39.99/month
Pricing Details:
Daylite is available as a monthly or annual subscription. Pricing varies depends on regions, for more info about Daylite pricing, visit https://www.marketcircle.com/pricing/ Includes free 30-day trial with unlimited features.
Free Version:
Yes
Free trial:
Yes

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Daylite for Mac Reviews

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4.5
Customer Support
4.5
5 reviews of 325 View all reviews
Adrian C. Adrian C.
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 29/01/2020

A fully featured and user productive CRM

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

Breanne G. Breanne G.
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 21/11/2021

Game changer for small business

Pros

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Cons

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Pj M. Pj M.
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
4

2
Reviewed on 05/12/2018

Daylite is Badly Designed

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.

Response from Marketcircle

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!

Replied 06/12/2018
Victor M. Victor M.
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/09/2021

The Best Rock-Solid Business Management Software (on any platform)

I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them).

Pros

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Cons

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Response from Marketcircle

Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support!

Replied 18/10/2021
Verified Reviewer
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 30/01/2020

Improvement over time!

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

Salesforce Sales Cloud and Insightly

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.

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