Daylite for Mac Pricing, Features, Reviews & Alternatives

Daylite for Mac

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

4.57/5 (325 reviews)

Daylite for Mac overview

What is 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
$29/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Daylite for Mac screenshot: Remember every detail and interaction with your clientsDayliteDaylite for Mac screenshot: Organize your clients, deals, and projects all in one place.Daylite for Mac screenshot: Close more deals with custom pipelines and follow-up remindersDaylite for Mac screenshot: Manage projects with your team. Know what's been done and what needs to be done next.Daylite for Mac screenshot: Stay on top of clients, deals, and projects on the go.Daylite User Interface

Daylite for Mac user reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.4
  4.4
  4.6
Adrian C.

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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Anonymous

Addictive.... and hard to stop

Used daily for 2+ years
Reviewed 2021-02-28
Review Source: GetApp

Pros
I am the [SENSITIVE CONTENT HIDDEN] of a small law firm. I started using Daylite, and its accompanying program, Billings, when I was the only person tracking and billing time. Then, when I had my first associate, Billings had a way to have second users enter time without complete access to the entire system. Unfortunately, Marketcircle has done away with the tiered access for Billings, and there are very few other programs that easily integrate with Daylite to bill time. I LOVE Daylite for CRM; with a few hours consulting with [SENSITIVE CONTENT HIDDEN] from Blue Rock, it has made my practice very efficient.

Cons
Unfortunately because of the lack of accounting integrations (the iOsExpert team is surly and difficult to connect with, as they are in Germany), I will probably transition to another program within the next 1-2 years that is more customized for law practices specifically.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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PJ M.

Daylite is Badly Designed

Used weekly for 1-2 years
Reviewed 2018-12-05
Review Source: Capterra

Terrible

Pros
It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Cons
It is buggy, inconsistent, hard to use (and thus hard to teach to use), and, most of all, badly designed. It attempts to match a Mac app sort of feel by having things almost look and act like they do in a stock Mac app like Numbers, Preview, etc. But they fail in actually making it intuitive and useful. The most obvious example is the way it "pulls in" information from the left side of the window in a thing that I don't even know what to call, maybe it's a page? Anyway, these "pages" (for lack of a better word), stack and cover up everything below, and they are also temporary. This causes a few problems. First, you can't go back to the ones below without closing the ones on top, they go away and if you're trying to reference previous "pages" you keep having to go back and forth, sometimes between multiple layers of pages. It's extremely annoying and very unintuitive. There are plenty more examples of its design ineptitude, but I'll give 1 more: The way you edit the "pages" is to aim for a tiny little edit button on the very bottom of the sidebar. And your edits are not applied until you click "done" which appears in the same place. If you accidentally exit the "page", it loses all your edits. And it's waaaay too easy to accidentally exit a page. You should be able to open these "pages" in a new tab, or window, or anything else besides its current functionality.

Response from Marketcircle


Hi PJ,

Thanks for taking the time to share your review. We're sorry you haven't had a positive experience with Daylite - we want all of our customers to see the value in Daylite, so we take feedback like this seriously.

We're glad that you know your data and any work you put into Daylite was safe; that's really important to us!

We're always trying to improve Daylite, so your comments about our design and user interface are very helpful. We have several resources like webinars, one-on-one Customer Success calls, and our Help Centre to make sure you're getting everything you can out of Daylite.

We'd love to have you join a call with our Customer Success team and one of our developers to go through anymore feedback you'd like to share - you can reach us here if you're interested: success@marketcircle.com. Thank you for helping us continue to constantly improve Daylite!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Diense B.

Daylite Review

Used daily for 2+ years
Reviewed 2020-03-17
Review Source: Capterra

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Daylite for Mac pricing

Starting from
$29/month
Pricing options
Subscription
Free trial
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.

Daylite for Mac features

API
Access Controls/Permissions
Alerts/Notifications
CRM
Calendar Management
Contact Management
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Mobile Access
Reporting & Statistics
Reporting/Analytics
Search/Filter
Social Media Integration
Third Party Integrations

Activity Dashboard (373 other apps)
Customer Database (310 other apps)
Customizable Branding (346 other apps)
Surveys & Feedback (289 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 Contacts & Calendar Sharing
  • Apple Mail Integration
  • Custom Checklists
  • Custom Lists
  • Custom Pipelines
  • Interaction Tracking
  • Offline Access
  • Project Management
  • Recurring Appointments
  • Reminders
  • Task Delegation
View All Features

Benefits

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.