About Daylite for Mac
Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. If you're having a hard time keeping track of communication with clients, where your team is on deals, or what's been done on projects, Daylite can help.
Save time and increase efficiency by managing communication with clients, deals, and projects in one shared place. Control permissions for privacy and security.
If your team loves Macs, you'll love Daylite! Integrate with Apple Mail, share your Apple Contacts and iCal. Use Siri, Reminders, and more. Daylite is easy to customize and flexible so it grows with you.
Pricing starting from:
US$42,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Daylite for Mac
Key benefits of Daylite for Mac
See a full history of emails, calls, notes, documents, and tasks for each client in one place.
Get an overview of the status of each deal along with tracking your close rate so your team can close more deals.
Have full transparency over what's been done on projects and what needs to be done next. Delegate tasks and get updated when they're done.
Integrate with Apple Mail. Share with Apple Contacts and iCal. Use Siri and Reminders.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
US$42,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Daylite for Mac
Images
Features
Total features of Daylite for Mac: 74
Alternatives
Google Calendar
HubSpot CRM
Act!
Pipedrive
Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Professional Training & Coaching
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Terrific CRM for Professional Services Firms
Reviewed on 2020/01/29
Keeping track of my external network is the most important element.
Keeping track of my external network is the most important element.
Pros
I work with professional services firms, such as financial, law, and accounting firms, and also practice law. I use Daylite for everything! The email assistant makes it super easy to file emails. More than just emails, though, is the ability to see a history of all communications. I also keep track of clients using Projects and love the flexibility of the platform. I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.
Cons
Because it is very robust, it can at first appear intimidating. But the setup is so logical that it quickly becomes easy to use. And it is very customizable, especially useful when using Smart Lists. I'd like to see better reporting features, but beyond that, it's comprehensive.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Daylite for Mac
Ease of use and reliability. Outlook through Office 360 had so many password and access issues that I couldn't stand it.Reasons for Switching to Daylite for Mac
Apple integration and ease of use
- Industry: Fine Art
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
My staff loves it. Business intelligence is severely lacking.
Reviewed on 2018/10/24
I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it....
I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.
Pros
It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent.
It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below).
Daylite does an excellent job of tracking individual events for each Person.
Cons
While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.
Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads?
The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer.
Piplelines proved too clunky.
Response from Marketcircle
Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.
- Industry: Human Resources
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Versatile, powerful, the UX can be better
Reviewed on 2020/01/30
Pros
Flexibility and many features, versatile links between objects, hybride technology (cloud and on premise)
Cons
Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Couldn't function well without it
Reviewed on 2020/01/29
They are very responsive to my queries and get back to me within 24 hours if I need help. The 24...
They are very responsive to my queries and get back to me within 24 hours if I need help. The 24 hours is completely acceptable since I am based in NZ and they are on a different time zone.
Pros
The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times.
Cons
I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes.
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Five-stars all the way around. Best CRM for Mac. My most used software!
Reviewed on 2017/12/07
Pros
My company assists nonprofit organizations, using a diverse group of expert independent contractors. Daylite is a key member of my team.
In one piece of software, Daylite give me control over contacts, calendars, projects, sales leads and more. And, Daylite interconnects all of those in an intuitive manner on both OSX and IOS.
Frankly, Daylite functions as my Executive Assistant. It reminds me of scheduled events and notifies me of upcoming task deadlines.
The Daylite Customer Service team is responsive and has never failed to keep me up and running. Daylite's developer, Marketcircle is a client-focused company that adds innovative features. Simply amazing!
Buy ... or at least try ... Daylite!
Cons
Honestly, I can't think of any liabilities with Daylite. None / Zero / Zip.
I am running Daylite Self-Serve on a Mac-Mini. Might be helpful to have a bit more processing power -- but everything stays synced with my iMac and MacBook Pro.
Response from Marketcircle
Thank you Michael for your wonderful review.
We're super excited to hear that Daylite is your Executive Assistant in letting you get more done and win more business.
Daylite for Mac FAQs
Below are some frequently asked questions for Daylite for Mac.Q. What type of pricing plans does Daylite for Mac offer?
Daylite for Mac offers the following pricing plans:
- Starting from: US$42,00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
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 14-day trial with unlimited features.
Q. Who are the typical users of Daylite for Mac?
Daylite for Mac has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does Daylite for Mac support?
Daylite for Mac supports the following languages:
English
Q. Does Daylite for Mac support mobile devices?
Daylite for Mac supports the following devices:
iPhone (Mobile), iPad (Mobile)
Q. What other apps does Daylite for Mac integrate with?
Daylite for Mac integrates with the following applications:
Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier
Q. What level of support does Daylite for Mac offer?
Daylite for Mac offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
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