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

Daylite for Mac Reviews

Daylite for Mac

Mac CRM & Project Management

4.65/5 (63 reviews)
1,009

Daylite combines the power of a CRM, sales tracking, and project management app all in one for your team. Daylite’s Team View gives you an overview of what everyone is focused on.
Collaborate better by streamlining your client management, project management and sales process. Daylite helps teams increase efficiency and convert more leads. Create a better client experience when you have everything organized in one place. Find what you are looking for in seconds.

Daylite for Mac Overview

Pricing

Starting from: $29.00/month
Pricing model: One-time License, Subscription
Free Trial: Available (No Credit Card required)
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Devices

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Android
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Business size

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Daylite for Mac Reviews (63)

Latest reviews

 Great application that works seamlessly on all of my devices. 
Vendor responded

Makes my life and work easy to organise and keep up-to-date.

Read the full review
Reviewed 13th of July by Carol Scholes

 

 Customer support is very responsive and personal. I recognize the same names from 5 years ago.  
Vendor responded

I use this for case management; it easily allows me to easily track all events for a given project.

Read the full review
Reviewed 13th of July by Rocky Rinker

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Daylite for Mac Pricing

Starting from: $29.00/month

Pricing model: One-time License, Subscription

Free Trial: Available (No Credit Card required)

Includes Daylite for Mac, iPhone & iPad. Includes Apple Mail integration.

View Pricing Plans

Key Features of Daylite for Mac

  • Link emails, calls, and notes to projects & clients.
  • Store & action emails right from Apple Mail.
  • Visually track sales & projects with custom pipelines.
  • Segment customers & leads with filtering & Smart Lists.
  • Schedule meetings & resources with Daylite's shared calendar
  • Access info on iPhone & iPad
  • Delegate tasks to employees & get notification when done.
  • Save time with email templates & mail blasts.
  • Offline data - access info without an Internet connection.
  • View interactive reports of customers, sales, and projects.
  • See tasks and appointments for each team with Team View.

Daylite for Mac Screenshots (7)

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Specifications

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

Alternatives to Daylite for Mac

Benefits

See a history of communication with each client with Daylite's Activity View. Scroll or search to review a specific email, meeting/appointment detail, or call note.

Segment your leads and customers with Daylite's Filter feature. Set the filter criteria and save the filtered list as a Smart List that auto-updates.

See a colour-coded progress bar of where you are with each lead and project with Daylite's Pipeline feature. Customize your own pipelines to fit your business.

Know what each team is focused on with Team View. See everyone's appointments, tasks, and project deadlines all in one view.

See interactive reports on how many sales opportunities you've won, how much you've lost, and what pipeline stage leads are getting stuck with Daylite's Insight View feature.

Index emails to the client or project with Daylite & Apple Mail integration.

See your appointments and tasks for today and the next seven days with Daylite's Home Screen.

Delegate tasks to people on your team from your iPhone or iPad when you're out of the office. Get a notification when the task is complete.

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

Carol Scholes

Great application that works seamlessly on all of my devices.

13/07/2017

Makes my life and work easy to organise and keep up-to-date.

Pros

It syncs beautifully across all devices. Enables me to have all of the information and interaction with my clients and projects all in one place. The interface with Apple Mail delivers the emails into my projects and that combined with files, notes, appointments, and tasks all being attached to my clients means I am always clear on what is happening with my projects.

Cons

Hard to find anything I like least as Daylite is my go-to software. Its a small thing but it would be nice if the calendar view could be changed so that I could see more of the day on the screen at the same time i.e. it is currently in half-hour increments which can't be changed and I often work in evenings and have to remember to scroll down to see appointments in the evening. Would be good if it was customizable to change the viewing to hour increments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Carol for your review! I will send your feature request along our Development and Design team!

Read more
Rocky Rinker

Customer support is very responsive and personal. I recognize the same names from 5 years ago.

13/07/2017

I use this for case management; it easily allows me to easily track all events for a given project.

Pros

I enjoy the way the software integrates with Mac Mail, which allows me to associate emails with particular projects. I also like how easy it is to look up contacts that are associated with a project. It's nice to have all of the contact information available at a glance.

Cons

I wish the email functions integrated better with their sister software Billings Pro. Email is the primary method of communicating today, and billing can be based in large part on this type of communication.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Rocky for your review. I have sent your feature request regarding Billings Pro to our Development and Design Team.

Read more
Tommy Irby

This Is The Best Software Package I've EVER Used

11/07/2017

Seamless integration of my email, contacts, and calendar into a great contact management system that leverages my time.

Pros

The software is easy to use. The customer service team is OUT OF THIS WORLD. I love that they allow you 30 days to test the product. If you are a Mac/iPhone/iPad user, you MUST have this software. It brings everything I use (Calendar, Contacts, and Email) and simply rolls it into one. It's a tremendous value that leverages my time. I LOVE THIS COMPANY! I wish AT&T would take lessons from Daylite -- LOL!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Tommy for your review and support! :)

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Ben Hayes

Daylite has become an invaluable member of the team during the 10 years we've been using it.

07/07/2017

It's become an invaluable part of the team.

Pros

Daylite integrates seamlessly across the Apple devices of all our team members. It's easy to use, intuitive, easy to personalise and in essence, manages our customer relations for us. The new team function is brilliant, you can see at a glance other team members schedules and workflows, and makes communicating with them and delegating tasks simple. If you're Apple equipped, I'd give Daylite a try, it will revolutionise your business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Ben for your wonderful review and support!

Read more
Robert Dehn

Overall A Solid Product.

05/07/2017

It's changed how I schedule, which is pretty intense for a studio.

Pros

Ability to master schedule across all resources and personnel, create tasks and task lists, and see what everyone is working on all at once. The Customer Service is always top notch, and responds with insight and options. The ability to link entire teams to events.

Cons

The Price per person per month, it's one of the most expensive monthly subscriptions we have and thats counting higher end professional software like Avid and Protools. So we have to be selective about who can have access. There should be 2 tiers. Once for Mobile read only users, and one for full blown Computer access.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thanks for the review and feedback Robert! We'd love to hear more about your ideas and perspective on pricing.

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John Gower

We've used Daylite in our office since 2008, and have found it overall to be a good program.

27/06/2017

Pros

We find the program to be easy to use. When we encountered backup issues briefly, their tech support was quick to respond and helpful.

Cons

A bit pricey for an office with multiple subscribers. Would be nice to have a reduced price for local networks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you John for your review, and for growing your business with Daylite for the past 9 years!

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Ken Eldred

I took the plunge after 27 years of PC, Windows CE, Millenium, etc 3 years ago and love Daylite!

27/06/2017

I use this every day, 7 days a week (since personal ticklers, etc commonly accessed also)

Pros

Easy to use, very intuitive re ticklers, tasks, reports, etc. Since I'd been using an iPhone and iPad for years I thought I'd take a chance and try converting to a MAC, Daylite, etc and I'm glad I did!

Cons

Tough to read the gray details in tasks, something market Circle is addressing I'm told. Activating the arrows in Tasks to advance or rewind the month is a little challenging also.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Ken for your review.

Please be assured that your feature request is logged in our system. The Design and Development Team will be notified.

Read more
Jeff Jones

Designed for Mac to really meet the contact needs of my small business.

21/06/2017

Unified my goals and task management to move my business forward.

Pros

The integration to OS /iOS is nearly flawless and well maintained with virtually no downtime. Updates always stay ahead of the curve unlike other CRM solutions. Functionally you could not ask for more: Contact, Calendar, Task, Objectives along with contact history all in one place.

Cons

Index within contacts on iOS (IPhone especially) would be a big plus. Once you have a lot of contacts it's difficult to scroll.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Hi Jeff, thank you for your review. I have passed your "index within contacts in iOS" comment over to our Design and Development Team.

Read more
Jill Mutimer

Excellent in keeping up with clients / tasks, everything

20/06/2017

Productivity / organization

Pros

Ease of use, integration with mail, very intuitive and comprehensive. Also, customer service is exceptional. They get back to you quickly and are always responsive.

Cons

The only thing that I can think of (and it isn't that important) is that I have multiple clients with the same company name and it is difficult to sometimes determine which company a person actually goes with

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you Jill for your support and review. We take pride in our Customer Service team, and we're happy to hear about your great experience.

Read more
Tuey  Connell

Daylite has transformed the way we work, helped us to close more business and better manage projects

14/06/2017

Please read my survey results that I just submitted as it answers this question in depth.

Pros

Daylite is robust but not overly complicated. The customization aspect is excellent. Our team loves using it for a myriad of reasons including - customization of reports, the plugins from IOSxpert - they are fantastic(!), the mobile version on iphone is completely wired in an user friendly, the new team-view features are superb as we are all able to help deliver on tasks and projects when it counts, the user interface is very clean and organized, the calendar integration with iCal and Google is excellent, the smart lists for projects and opportunities are totally functional and help speed up large scale project accessability while connecting team members...and the list goes on. I particularly like the option of dragging up the most pressing opportunities and project to the top tool bar and having them right at my fingertips. We also integrate Merlin Project into the larger projects and it's compatibility is excellent. There is a bit of learning curve but once our team took the time to dig in and get under the hood of the cross functionality, it only made our project management easier. In fact, I would say that through Daylite, we have come to sell our project management skills and realize this vertical as a profit center for our small company. Honestly, Daylite is a game-changer. Congratulations on all that you have accomplished and we look forward to continued roll-outs and developments.

Cons

Need to continue improving Apple mail to Daylite and it would be great to have a slack-like messaging component. Probably the biggest 'want' is the ability to output to word and excel in some capacity. Daylite will output to excel in a very limited fashion - it works, but it could be smoother. I realize that this 'ask' would probably require licensing from Microsoft in some capacity and it may be cost prohibitive. Otherwise, Daylite is a fantastic platform for Apple shops. We have been using it since 2012.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Marketcircle


Thank you so much Tuey for your love of Daylite. We will pass your feedback to our Design and Development team.

Read more

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