Daylite for Mac Pricing, Features, Reviews & Comparison of Alternatives

Daylite for Mac Reviews

Daylite for Mac

CRM and Project Management app for Mac, iPhone and iPad ONLY

4.52/5 (48 reviews)
908     3,532

Daylite is a business productivity app for Mac small businesses. It organizes all of your contacts, tasks (todos), calendars, projects, sales opportunities, emails and notes in one application. It let's you link any of these items together so you can remember all the necessary details, without having to re-enter the same information. Link people together to track relationships, people to appointments, notes to calls, emails to projects, linking is what connects all the different items so you can find that email you sent Joe, or remember how Sally and Joe know each other. Everything is easy to find so you save time so you can focus on your work.

Keep everything about a customer in one place. All your calls with them, your notes, your meetings, emails, and any sales opportunities or projects related to them.

Keep everything about a project in one place. When its do, all the people involved, the tasks that need to be done, who's responsible, and any correspondence, like phone calls or emails.

Access your information anywhere with Daylite on your Mac, iPhone, and iPad. You can even access your info without an internet connection. As soon as you get an internet connection Daylite seamlessly syncs so you and your team's Macs, iPhones, and iPads are kept up to date.
www.marketcircle.com

Daylite for Mac Reviews (48)

Latest reviews

 Very Robust System for Small Business---But you Have to Put the Work In

Read the full review
Reviewed 15th of March by robin Spielberg

 

 Review of Daylite V6.0

For a novice, it was difficult to understand how CRM software works. Though the tutorial covers the basic of CRM, many of the steps are based on a previous version of the software, so it was confusing. However, the basics are very logical and easy to follow. I still need to more fully understand ...

Read the full review
Reviewed 16th of February by Vali Sorell

Read all reviews

Daylite for Mac Pricing

Starting from: $29.00/month

Pricing model: One-time License, Subscription

Free Trial: Available (No Credit Card required)

Each subscription allows one user to use Daylite for Mac, iPhone and iPad (and includes Daylite Mail Assistant for Mac).

Key Features of Daylite for Mac

  • Contact Management
  • Email Integration with Apple Mail
  • Project Management
  • Sales Tracking
  • Calendar Management
  • Linking
  • Mobility
  • Smart Lists
  • Activity Sets
  • Offline Access
  • Reports

Daylite for Mac Screenshots (9)

Daylite for Mac screenshot: Year view calendarDaylite for Mac screenshot: Daylite Mac:iPhone:iPadDaylite for Mac screenshot: Home screenDaylite for Mac screenshot: Calendar view on Mac and iPhoneDaylite for Mac screenshot: Project view on Mac and iPhoneDaylite for Mac screenshot: Tasks on Mac and iPhoneDaylite for Mac screenshot: Viewing Opportunities (sales) on Mac and iPhoneDaylite for Mac screenshot: A Project Pipeline on iPhoneDaylite for Mac screenshot: Customizing an Activity Set

Specifications

Intended Users
Non Profits, Small Business
Devices Supported
iPhone-iPad, iPhone, iPad, Mac
Supported Countries
Australia, Canada, Europe, Germany, United Kingdom, United States
Supported Languages
Dutch, English, French, Spanish
Support Options
FAQs, Knowledge Base, Online Support, Video Tutorials

Alternatives to Daylite for Mac

Benefits

Contact Management: View a full timeline of all emails, notes, calls, and more with each customer. Link people together to track referrals and relationships between people and companies. Use Quick Search to find info fast. Automate follow ups.

Email Integration with Apple Mail for Mac:Save info in Daylite right from your Apple Mail window. Store emails, schedule appointments, set follow up tasks, all without leaving your inbox.

Project Management: Track projects with simple pipelines. Know what tasks have been done and what's outstanding. See notes, emails, and tasks all related to a project in one view. Delegate tasks to team members.

Sales Tracking: Capture each sales opportunity and attach a price tag. Track each sale with customizable pipelines. Automate follow ups so yo always remember to push the deal forward. View reports to understand where your business is coming from, forecast close dates, and see where to improve.

Calendar Management: View your whole team's calendar. Schedule appointments from anywhere. Link important notes and emails to meetings so everyone is prepared. View project and task deadlines in your calendar so you always know what's ahead.

Linking: Easily find the information you need. Link your contacts to an appointment,note, or call. Link your tasks to a project or sales opportunity. Easily jump to the information you need.

Mobility: Access your information on the go. Check your task list and schedule. Take notes during meetings with clients. Delegate tasks to team members, all your from your iPhone or iPad. Seamlessly sync with your Mac so you avoid double entry.

Smart Lists: Jump to a specific list of people, appointments, or tasks. Want to see all customers with birthday's coming up this week? All appointments on site? Filter your info however you need then save it as an auto-updating Smart List.

Activity Sets: Customize your own follow up reminders. Set a series of steps for a project. Activity Sets are a series of tasks or appointments that can be scheduled for a specific number of days after the previous task, or before end on a project due date.

Offline Access: Work internet-free. Whether you're on your Mac, iPhone, or iPad you can access your Daylite info anytime. As soon as you get an internet connection, Daylite syncs your devices so they're up to date.

Reports: Get a breakdown of your customers, how much business you have on the table and forecast close date. See where you and your team's time is spend and know where your projects stand.

Who is Daylite for Mac For?

  • Experience level: All experience levels
  • Industry: All industries
  • Business size: Small businesses, mid-size businesses, large businesses
  • Departments/roles: All departments
  • Budget/point: Starts at $24 per user, per month (billed annually)
  • Example customers: Powerdyme, Mortgage Alliance West, Wolfe Law Group
Read the full GetApp Analysis

Videos

GetApp Analysis

Running a small business is full of obstacles and has lots - a lot of moving pieces. Customers are coming in, deals are closing, and meetings are being scheduled all in the course of the average day. Daylite is a native application for the Mac, iPhone and iPad, with a cloud-based backend that makes it easy to manage all this information from all your Mac/iOS devices. In addition to storing data and connecting users to the details that matter, Daylite helps manage client relationships, projects, sales pipelines, emails, calendars, tasks and more, allowing you to keep a full history of all your business interactions in one centralized, secure, easy-to-access location.

An all-in-one app that works on the Mac, iPhone, and iPad, Daylite was designed for individuals, teams, and growing small to mid-size businesses.

What is Daylite for Mac?

Running a small business is full of obstacles and has lots - a lot of moving pieces. Customers are coming in, deals are closing, and meetings are being scheduled all in the course of the average day. Daylite is a native application for the Mac, iPhone and iPad, with a cloud-based backend that makes it easy to manage all this information from all your Mac/iOS devices. In addition to storing data and connecting users to the details that matter, Daylite helps manage client relationships, projects, sales pipelines, emails, calendars, tasks and more, allowing you to keep a full history of all your business interactions in one centralized, secure, easy-to-access location.

An all-in-one app that works on the Mac, iPhone, and iPad, Daylite was designed for individuals, teams, and growing small to mid-size businesses.

Main Features

Customer Relationship Management

Strong customer relationships are the foundation of every successful business, from the smallest companies to the largest organizations. Daylite facilitates and fosters these relationships with a CRM platform that Mac-based businesses can use to manage client communication and offer top-notch customer service.

The more data you input into your CRM, the more useful it will become. Start by adding basic information about all of your contacts, and then help Daylite find the connections between people by adding details like which companies they work for, along with personal information like familial relationships and birth dates. From your CRM, you’ll be able to see a complete history of all client interactions, which means you can choose any client or company and immediately find all related emails, call notes, appointments, sales opportunities, and tasks.

Organizing Appointments

Daylite has developed an intuitive calendar application for busy people and teams. The Mac-based solution provides a way for users to stay on top of their schedules, regardless of whether they're in or out of the office. Daylite’s scheduling solution connects people, emails, and notes to appointments. When you click on an appointment, you’ll find a record of all teammates, clients, notes, emails, projects, tasks, and documents related to that appointment.

You can also search through appointments in the opposite direction, by clicking on a team member or client, for example, and then viewing all upcoming appointments you have scheduled with that person.

Email Management

Daylite’s Mail Assistant allows users to take action on their emails right from Apple Mail. Daylite connects emails to relevant clients, leads, and team members. It also schedules meetings in Daylite’s calendar without requiring users to leave Apple Mail.

If you use Apple Mail for business, then getting started with Daylite’s Mail Assistant is a seamless process. Daylite will connect your incoming emails to clients with one click, and it will scan your database to suggest new contacts, projects, or sales opportunities you may want to connect your emails to. Being able to process emails from within Apple Mail cuts down on the time that you’ll spend dealing with the hassles of digital communication each day. Action your emails right away by creating linked tasks, either for yourself, or delegate it to a team member.

To-Do App

Businesses that use Daylite’s task management system can manage tasks from any connected Mac, iPhone, or iPad. Instead of writing down tasks on paper each day, Daylite uses digital to-do list functionality to keep a running tally of all tasks that need to be completed. It also provides context about those tasks, which helps users avoid having to dig through previous notes or emails before they can start working on new tasks or projects.

When you’re working on your Mac, iPhone, or iPad, just click on a task to find out more about what’s involved. For example, clicking on an item that says “Call John” might take you to a page showing notes from your last call with John, or transcripts of a recent meeting. You can also get a clear view of what you have coming up from your Home Screen, which is where Daylite displays daily to-do lists and appointments, as well as upcoming appointments and tasks.

Project Management

A solution like Daylite wouldn’t be complete without a project management module. Daylite’s impressive project management tool streamlines business processes and increases team productivity with shared tasks and various prioritization levels.

De-clutter your desk by putting more information into Daylite and keeping all project information saved in a centralized location. You can choose how to organize projects, with prioritized steps that ensure you won’t skip over any important tasks along the way. All project details are available in one place, and you can create your own unique pipelines for project tracking with your team.

Integrations

Daylite for Mac has an API available for use. It integrates with Xero, Direct Mail Manager, and Mailchimp.

Pricing

Daylite offers straightforward pricing with no contracts. A free 30-day trial is available for new users. Subscription pricing costs $29 per user, per month, or $24 per user, per month billed annually. All pricing includes Daylite for Mac, Mail Assistant for Apple Mail on Mac, Daylite for iPhone and iPad, sharing integration for Apple Contacts and Calendar, and 2 GB of storage per user. Upgraded pricing packages are available, as well.

Bottom Line

  • Business productivity app for the Mac, iPhone, and iPad
  • Connects all client communication, including linking notes and appointments to projects
  • Help small and mid-size businesses manage customers, projects and sales opportunities
  • Information is accessible from any connected device, at any time
  • Team scheduling calendars link notes and emails to meetings

Frequently used together