Daylite for Mac
Mac CRM & Project Management for small business
4,6 /5 (321 reviews) Write a Review!Daylite for Mac Overview
What is Daylite for Mac?
EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a CRM for professional services firms that need to manage clients, deals and projects.
Daylite helps you remember when to follow up with leads & clients, track communication with leads & clients, segment leads & customers, organize all the moving pieces and steps in deals and projects along with all your team's tasks, meetings, and notes – all in one place.
Daylite integrates with Apple Mail so you can tie all your emails to clients and projects, set follow up reminders and schedule meetings all from your inbox. Daylite also syncs with your Apple Contacts & Apple Calendar.
Daylite for Mac Overview
Pricing
Pricing options
$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
Daylite for Mac Features
Media
Daylite for Mac Reviews
Daylite for Mac Reviews
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!
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.
Over 15 years using this, and I LOVE IT!
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!!!
Still waiting for Daylite to catch up
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.
Daylite Review
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.
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A fully featured and user productive CRM
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
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.
Over 15 years using this, and I LOVE IT!
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.
Still waiting for Daylite to catch up
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.
Daylite Review
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.
Response from Marketcircle
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!
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Daylite for Mac Pricing
Daylite for Mac Pricing
$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
$24 per month per user billed annually.
$29 per user per month billed monthly.
Includes free 30-day trial with unlimited features.
Plan includes Daylite for Mac, iPhone app, iPad app, and all features:
- Interaction Tracking
- Apple Mail Integration
- Apple Contact & Calendar Integration
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
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Daylite for Mac Features
Daylite for Mac Features
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Categories
Categories
Additional information for Daylite for Mac
Additional information for Daylite for Mac
Key features of Daylite for Mac
- Access info on iPhone & iPad
- Delegate tasks to employees & get notification when done.
- Integrate with Apple Mail using the Daylite Mail Assistant
- Link emails, calls, and notes to projects & clients.
- Offline data - access info without an Internet connection.
- Save time with email templates & mail blasts.
- Schedule meetings & resources with Daylite's shared calendar
- See tasks and appointments for each team with Team View.
- Segment customers & leads with filtering & Smart Lists.
- Store & action emails right from Apple Mail.
- View interactive reports of customers, sales, and projects.
- Visually track sales & projects with custom pipelines.
Benefits
Interaction Tracking: View a history all emails, call notes, meeting notes, appointments, and next steps for each person and/or company.
Calendar & Reminders: Set reminders for follow-up tasks and appointments so Daylite reminds you when to follow-up.
List Management: Group contacts into custom lists for mailing lists or reach-out lists.
Apple Mail Integration: Tie emails to clients, leads, projects, and deals. Create follow-up reminders. All this is done without leaving your inbox.
Project & Lead Tracking: Track the stage of each deal and project with customizable pipelines. Set up custom checklists for each stage so everyone follows the right steps and knows what needs to be done next.
Offline Access: Use Daylite with or without an Internet connection.
Daylite for Mac FAQs
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$29,00/month
Pricing model: Subscription
Free Trial: Available
$24 per month per user billed annually. $29 per user per month billed monthly. Includes free 30-day trial with unlimited features. Plan includes Daylite for Mac, iPhone app, iPad app, and all features: - Interaction Tracking - Apple Mail Integration - Apple Contact & Calendar Integration - Custom Lists - Lead & Pipeline Management - Task Management - Calendar & Reminders - Files & Documents - Offline Access
Q. What are the main features of Daylite for Mac?
Daylite for Mac offers the following features:
- Access info on iPhone & iPad
- Delegate tasks to employees & get notification when done.
- Integrate with Apple Mail using the Daylite Mail Assistant
- Link emails, calls, and notes to projects & clients.
- Offline data - access info without an Internet connection.
- Save time with email templates & mail blasts.
- Schedule meetings & resources with Daylite's shared calendar
- See tasks and appointments for each team with Team View.
- Segment customers & leads with filtering & Smart Lists.
- Store & action emails right from Apple Mail.
- View interactive reports of customers, sales, and projects.
- Visually track sales & projects with custom pipelines.
Q. Who are the typical users of Daylite for Mac?
Daylite for Mac has the following typical customers:
Small Business, Non Profit, Freelancers
Q. What languages does Daylite for Mac support?
Daylite for Mac supports the following languages:
Dutch, English, French, German, Spanish
Q. What type of pricing plans does Daylite for Mac offer?
Daylite for Mac has the following pricing plans:
Subscription
Q. Does Daylite for Mac support mobile devices?
Daylite for Mac supports the following devices:
iPhone, iPad
Q. What other apps does Daylite for Mac integrate with?
Daylite for Mac integrates with the following applications:
Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, PieSync, Xero, Zapier
Q. What level of support does Daylite for Mac offer?
Daylite for Mac offers the following support options:
FAQs, Knowledge Base, Online Support, Video Tutorials
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!