Daylite for Mac Software Pricing & Features

Daylite for Mac

Mac CRM & Project Management

4.64/5 (251 reviews)

Daylite for Mac overview

EXCLUSIVELY for Apple devices. Has your team outgrown spreadsheets & email? Start winning more business & getting more done with Daylite. Daylite is the only Mac CRM & Project Management app that integrates directly with Apple Mail. Organize and share all your customers, sales, projects & emails so your team works more effectively. Daylite streamlines your customer communication, project workflows, and team's schedules so everyone knows what's going on and when. Plus you can work offline because Daylite stores your data right on your Mac, iPhone & iPad.
www.marketcircle.com

Pricing

Starting from
$29/month
Pricing options
Free trial
One-time license
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

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

Supported languages

Dutch, English, French, German, Spanish
Daylite for Mac screenshotHow to be more productive with DayliteDaylite for Mac screenshotDaylite for Mac screenshotDaylite for Mac screenshotDaylite for Mac screenshotDaylite for Mac screenshotDaylite for Mac screenshot

Daylite for Mac reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.5
  4.4
  4.6
Alan Myers

Fabulous CRM for B2B B2C & Recurring

Used daily for 2+ years
Reviewed 2018-03-16
Review Source: Capterra

Already describedDaylite doesn't seem to differentiate between B2B or B2C. You can add appointments, tasks, notes, email, pipelines, etc to people, or businesses. You can add single tasks, activity sets (groups of tasks, appointments etc) or pipelines (stages with groups of tasks, appointments etc. within each stage). Whether you are managing a sales cycle or a project, data entry is minimal. I love that with one click, all our carefully considered steps can be applied to any situation, whether it's a sales cycle or the projects that result from a sale. Combinations are possible and I'm confident that no step is overlooked or omitted and they pop up at exactly the right time. Customization of the task list or pipeline task set is also possible "on the fly". Their service is unbelievable. I haven't had a lot of interaction with Daylite support over the 12 years I've been using Daylite, but the followup I recently received for questions I had offered service at a level to which I would like to become accustomed! I had support sending me emails some days later asking if everything was okay - not an automated survey question, but someone in support that actually cares! When do you ever get that level of service? A big thank you!

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Daylite for Mac

Mac CRM & Project Management

David Koons

VERY Responsive Support for a Great Product

Used daily for 2+ years
Reviewed 2018-02-21
Review Source: Capterra

It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management. These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file. Daylite is an indispensable part of my day and essential to running and growing my business.Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs. The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information. Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.

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Daylite for Mac

Mac CRM & Project Management

Barry Durmaz

My Seasoned Love Affair With Daylite!

Used daily for 2+ years
Reviewed 2018-02-03
Review Source: Capterra

Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management. When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love. I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle! This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship. It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”

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Daylite for Mac

Mac CRM & Project Management

Michael Wolf

Daylite supports me to work how I think, natively on my Apple devices, convenient+safe in the cloud

Used daily for 2+ years
Reviewed 2017-08-29
Review Source: Capterra

* Contact and Calendar on steroids! Rich linking to capture the rich relationships that really exist in the real world. * Project/task management * Opportunity management for an extended job search. This could not have happened via a spreadsheet, contrary to job coach advice. A job search is too rich to be 2-dimensional. * Native Apple look-and-feel, and UX. * Tracking multiple opportunities in my job search pipeline. * Integration to email. It just fits in the tools I use every day.Rich linking -- My ADHD mind isn't deficient in attention - it makes rich connections. Daylite allows me to do that, too. If I think an association is important to capture, Daylite lets me do that. Many other CRM's force an association model on me. I like it that Daylite allows me to make the associations that make sense for me because it let's me later view different perspectives of those links -- everything (yes, everything) that's relevant to a person, an appointment, a note, an opportunity. If I think that's an important as it's top-of-mind, I capture that relationship for later use. Integrated with native Mail.app -- It's great to link mail to sales opportunities (and people, and tasks and appointment, and projects) all without leaving mail. Then, when I'm back in DL, all that mail shows up when it's relevant. I don't have to go searching through INBOX. Customer service -- World class. I wouldn't doubt if I were in the top 1% of customers requesting support. I've contacted them A LOT! I always get personal, courteous, expert responses. That's rare. I value that deeply. Apple first -- The interface does not make concessions to Windows look-and-feel or UX. Yeah! As an Apple-only user, that suits my thinking and muscle memory just fine! Underdogs -- I feel like I'm part of a movement -- an all-apple CRM that kicks butt for usability and productivity.

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Daylite for Mac

Mac CRM & Project Management

Tuey Connell

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

Used daily for 2+ years
Reviewed 2017-06-14
Review Source: Capterra

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

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Daylite for Mac

Mac CRM & Project Management

Daylite for Mac pricing

Starting from
$29/month
Pricing options
Free trial
One-time license
Subscription
View Pricing Plans

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

Pricing Comparison

How does Daylite for Mac compare with other Customer Management apps?

Subscription plan?

Daylite for Mac



96% of apps offer a
subscription plan

Free trial?

Daylite for Mac



84% of apps have a
free trial

Freemium plan?

Daylite for Mac



27% of apps have a
freemium plan

Pricing Comparison

Customer Management app prices shown are $/month




Daylite for Mac Pricing Reviews

Pros
  • I love mac-specific tools for my mac-based law practice
  • the number of features and the fact the app works offline allow us to have a great speed and response.
  • I really enjoyed how it was designed for Mac and Apple users. The integrations worked nicely across all my devices.
  • 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
  • I wish the updates for newer versions were less expensive.
  • Single platform support - Apple Only. (Including no Web Portal Interface)
  • Not tailored to law practices... A general tool that wasn't well suited to my business
  • cost. I have used Daylite since version 2, but I can't afford the subscription cost for this version.
99%
recommended this to a friend or a colleague

Daylite for Mac features

API
Email Templates

Activity Dashboard (155 other apps)
Activity Tracking (111 other apps)
Automatic Notifications (145 other apps)
Automatic Reminders (144 other apps)
Calendar Management (137 other apps)
Contact Database (103 other apps)
Custom Fields (119 other apps)
Customer Database (109 other apps)
Customizable Branding (136 other apps)
Customizable Reporting (120 other apps)
Customizable Templates (120 other apps)
Data Import/Export (135 other apps)
Electronic Payments (107 other apps)
Email Integration (136 other apps)
Mobile Integration (112 other apps)
Reporting & Statistics (146 other apps)
Social Media Integration (120 other apps)
Third Party Integration (148 other apps)

Competitor Feature Comparison

Mobile apps

iOS App

61 reviews

See all iOS Apps

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

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.


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

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

Videos and tutorials

Additional information for Daylite for Mac

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.
  • Integrate with Apple Mail using the Daylite Mail Assistant
  • See tasks and appointments for each team with Team View.

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.