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

Daylite for Mac

Mac CRM & Project Management for small business

4.6/5 (317 reviews)

Daylite for Mac overview

What is Daylite for Mac?

EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a small business Mac CRM & Project management app ideal for small businesses that need to track leads, clients, projects, and tasks in one place.

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.

Pricing

Starting from
$29/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, Germany, United Kingdom

Supported languages

English, Dutch, French, German, Spanish
Daylite for Mac screenshot: Remember everything about clients.
Keep track of next steps for clients & projects.
Share & delegate tasks as a team.
Integrate with Apple Mail, Apple Contacts & Apple Calendar.
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Daylite for Mac reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.5
  4.4
  4.6
Adrian Collins

A fully featured and user productive CRM

Used daily for 2+ years
Reviewed 2020-01-29
Review Source: Capterra

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!

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Improvement over time!

Used daily for 2+ years
Reviewed 2020-01-30
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Benoit Sansoucy

Essential

Used daily for 2+ years
Reviewed 2020-05-09
Review Source: Capterra

I used the software for over 5 years and I recently came back to it having started a company with a partner. It is perfect to centralize the information and keep everything transparence.

Pros
This software is like an assistant to me. Once out of my head, I know the information will come back at the right time reminding me what I have to do.

Cons
The app has a lot if limitation. The mail assistant is great, but complicated for answers on the go via the Iphone.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Michael Goran

Still waiting for Daylite to catch up

Used daily for 2+ years
Reviewed 2020-01-30
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Brian Jahnke

Helps me to Get Things Done

Used daily for 2+ years
Reviewed 2020-01-31
Review Source: Capterra

I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.

Pros
It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.

Cons
It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Daylite for Mac pricing

Starting from
$29/month
Pricing options
Free trial
Subscription
View Pricing Plans

$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

API
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reminders
Reporting & Statistics
Third Party Integration

Activity Dashboard (254 other apps)
Customer Database (174 other apps)
Customizable Branding (227 other apps)
Electronic Payments (153 other apps)
Real Time Data (145 other apps)
Social Media Integration (189 other apps)
Surveys & Feedback (164 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

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 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 small businesses.


Who is Daylite for Mac For?

  • Experience level: All experience levels
  • Industry: All industries
  • Business size: Small 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

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 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

Videos and tutorials

Additional information for Daylite for Mac

Key features of Daylite for Mac

  • Apple Contact & Calendar Integration
  • Apple Mail Integration
  • Custom Checklists
  • Custom Lists
  • Custom Pipelines
  • Interaction Tracking
  • Offline Access
  • Project Management
  • Recurring Appointments
  • Reminders
  • Task Delegation
View All Features

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.