Daylite for Mac

CRM & Project Management for teams of 1-100 that use Macs

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

Markets

Australia, Canada, France, Germany, Ireland and 7 others

Supported Languages

English

Pricing starting from:

US$42,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Daylite for Mac

Images

Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.
View 8 more
Daylite for Mac video
Daylite for Mac video
Daylite for Mac video
Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.

Features

Total features of Daylite for Mac: 74

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • File Sharing
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Idea Management
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Membership Management
  • Milestone Tracking
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Portfolio Management
  • Prioritization
  • Project Planning/Scheduling
  • Projections
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Third-Party Integration
  • Traditional Methodologies
  • Volunteer Management
  • Workflow Configuration
  • Workflow Management

Alternatives

Google Calendar

4,8
#1 Alternative to Daylite for Mac
Easily check Google Calendar and add new events from websites you visit. Get a button on your browser toolbar that you...

HubSpot CRM

4,5
#2 Alternative to Daylite for Mac
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Act!

3,7
#3 Alternative to Daylite for Mac
Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

Pipedrive

4,5
#4 Alternative to Daylite for Mac
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4,6 /5
(350)
Value for Money
4,4/5
Features
4,4/5
Ease of Use
4,4/5
Customer Support
4,6/5

Already have Daylite for Mac?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 350
Stephen
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 2+ years
  • 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 Cloud

Reasons 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
Jeremy
Overall rating
  • Industry: Fine Art
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • 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.

David
Overall rating
  • Industry: Human Resources
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • 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.

Carol
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • 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.

Michael B.
Overall rating
  • 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.

Showing 5 reviews of 350 Read all reviews

Daylite for Mac FAQs

Below are some frequently asked questions for Daylite for Mac.

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.

Daylite for Mac has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Daylite for Mac supports the following languages:

English

Daylite for Mac supports the following devices:

iPhone (Mobile), iPad (Mobile)

Daylite for Mac integrates with the following applications:

Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier

Daylite for Mac offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for Daylite for Mac.