Daylite for Mac Reviews

I work with professional services firms, such as financial, law, and accounting firms, and also practice law. I use Daylite for everything! The email assistant makes it super easy to file emails. More than just emails, though, is the ability to see a history of all communications. I also keep track of clients using Projects and love the flexibility of the platform. I looked at a lot of CRMs and have been "sold" on Daylite since I started using it. Also, very good support help and excellent video tutorials.

Because it is very robust, it can at first appear intimidating. But the setup is so logical that it quickly becomes easy to use. And it is very customizable, especially useful when using Smart Lists. I'd like to see better reporting features, but beyond that, it's comprehensive.

It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent. It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below). Daylite does an excellent job of tracking individual events for each Person.

While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls...

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Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.

Daylite has the best feature set available. It connects mail, projects, calendars, and more. One can get a lot done from within this one program.

Extremely expensive for an individual. I bought the product before they switched to a subscription model. If I want to continue, I must keep paying.

Hi David, Is the price of the subscription your main hesitation for moving away from Daylite? We’d like to work towards having tiered pricing as we understand not everyone gets the same value out of Daylite based on your needs and which features you use /don’t use. Are you open to discussing how you’re using Daylite and figuring out a price point that fits your needs better? Also, with the subscription model your data is always yours. You can switch to the free plan at any time to still access your data in the event you want to stop paying for your subscription. Open to chatting more about this. You can reach out to our Customer Service Team at info@marketcircle.com

The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package. The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful. I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc. It makes it super easy to stay clearly on top of all of the different projects and priorities I have. It syncs with my phone and iPad and computer so I am up to date at all times.

I used to wish that I could link emails on my phone to Daylite. The functionality used to only exist with the desktop. Last year, they added this functionality and now it makes my life much easier. Occasionally it hiccups in the email linking but is getting better and better as they do the fixes.

My company assists nonprofit organizations, using a diverse group of expert independent contractors. Daylite is a key member of my team. In one piece of software, Daylite give me control over contacts, calendars, projects, sales leads and more. And, Daylite interconnects all of those in an intuitive manner on both OSX and IOS. Frankly, Daylite functions as my Executive Assistant. It reminds me of scheduled events and notifies me of upcoming task deadlines. The Daylite Customer Service team is responsive and has never failed to keep me up and running. Daylite's developer, Marketcircle is a client-focused company that adds innovative features. Simply amazing! Buy ... or at least try ... Daylite!

Honestly, I can't think of any liabilities with Daylite. None / Zero / Zip. I am running Daylite Self-Serve on a Mac-Mini. Might be helpful to have a bit more processing power -- but everything stays synced with my iMac and MacBook Pro.

Thank you Michael for your wonderful review. We're super excited to hear that Daylite is your Executive Assistant in letting you get more done and win more business.

Software is intuitively very easy to use. My four-Star rating is due to the higher end functions not being as intuitive. Support from the company is great. The folks at Marketcircile are very interested in listening to their users. They respond quickly during normal business hours to help. Daylite is also way more powerful then it initially appears. Various consultants across the world have built businesses setting up and customizing this product for its users willing to pay for the service. It takes very little to learn the basic, but I feel as if I've barely scratched the surface despite this being a very useful product to me.

Marketcircle is not a gigantic company so sometimes the lack of instructions on certain aspects of the product is frustrating. However the company has definitely improved a ton on this by posting training videos on their website.

We are so happy to be a part of your business for the last 6 years! We want to give small businesses the most powerful and simple to use app possible and we take your feedback seriously.

Linking is a key feature and benefit with Daylite, you can link people to a company and to other people, tasks, projects and pipelines. These can be linked in the diary as well, coupled with all emails linked through means you have a fully linked client history, with all the relevant information in one place. In todays small to medium sized business that doesn't have the people resource to manage this level of functionality, Daylite does it all! AND, you can run it on multiple devices, iPhone, iPad and iMac, with auto-syncing means no back ups required. I couldn't be happier with Daylite Cloud.

Nothing really, customer service is very good and software is great. I guess the only small downside is sometimes not a quick response from support as they use Canada timezone. But its not a big issue.

Thank you for your review Gary, and we're super happy that you love Daylite Cloud. It is great to know Daylite Cloud is keeping you organized and in running your business more efficiently!

Synchronization with Apple programs is awesome. Broad range of functionality; i.e. contact management, calendar, tasks, project management, sales/opportunity management, mail merge, scheduling with shared calendars, etc. etc. Ability to import events from Outlook. Contact management is 'Person' driven, not date/event driven like Outlook. I can view upcoming events with contacts, as well as history with each contact. Love the online version! Love Daylite iPhone app!

There is nothing I don't like about Daylite software. I highly recommend it. My only wish is that Outlook was an Apple vs. PC product, since the business world is entrenched in Outlook vs. Apple Mail. This would eliminate dragging events scheduled in Outlook to Daylite. It's a simple, easy step though and I'm grateful for this functionality.

Thank you Cathy for your review of Daylite. We're happy to hear that you love Daylite Cloud, and may you continue to win more business and get more done with Daylite Cathy!

There are so many things I like it's impossible to think of them all but just the ability to keep everything that has to do with a certain project or client linked so I can easily look it up is one thing. When a client ask me for something to do with a specific project I did way back I can still quite easily look it up and give the client the information they are looking for. Also the Pipelines with their custom tasks in Projects and Opportunities are invaluable. And of course, having all this synced over all my devices. The customer support is excellent - the best I've experienced anywhere! In short, I don't know how I would manage without Daylite!

No cons were added to this review

Thank you Anna for your awesome review! We're super excited and happy to hear that you depend on Daylite to manage your business and private life. :)

I used this for a long time when the accompanying Billings program was supported. It is great for an individual who wants to track contacts and schedule appointments.

There is no easy time tracking feature or way of billing clients without additional integrations. Support is slow because the company is based in Europe. And the Billings program does not allow multiple access tiers; it's "all or nothing" so even low level employees could have full visibility into firm reports.

Hi Tamara - We're very sorry to hear you've had issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can find a solution for you. We appreciate your feedback!

It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much.

The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation.

Thank you so much for your review, Jason :)

Almost infinitely customisable fields, keywords etc. for fast data search and smart lists. A CRM database, with the added functions of project management and data forms. Automatic copying of e-mails to companies and people​. Ability to telephone from the app. Ability to create templates and forms. Linking of people, companies, tasks, correspondence​ and files such as receipts to a project, for example. Not enough time to list all its amazing features!

Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer​ a lower cost version for personal use. Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.

Hi there, Thanks so much for taking the time to give us your feedback! It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive! If you'd like, we'd love for you to reach out to us at info@marketcircle.com so we can go over pricing with you and find the best option.

After a highly successful career in corporate IT, I completely switched gears and started a real estate business in 2007. Familiar with CRM for large corporate accounts, I wanted that same functionality in an affordable Mac-based small business solution. Thirteen years later, I am still a huge fan of Daylite. In addition to meeting those initial requirements, Daylite even included templates for real...

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In the past there were some hiccups with adding attachments into the database, but this was quickly resolved.

Having worked in a large Uk Plc for over 30 years, I have seen many iterations of different CRM systems come and go, each one promising to be better than the last... unfortunately, many never delivering on the promise we were sold as front line users and eventually falling into disuse. Now self employed as a consultant, I have been introduced to Daylite for the first time working with a small business...

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Not a lot to be honest, but I’m still learning!

Hi Gary, Thank you so much for this feedback! We're so glad to hear you've had a great experience so far. Daylite really is packed with a lot of power and features and it's great to hear you're getting value out of this flexibility! We know how important having a streamlined sales process is so we love hearing you're already taking advantage of Pipelines!

Best fetaures: - Apple Mail Integration - Cloud Service / App syncing - The possibility to link everything with everything Daylite is a great program to collect documents, correspondence and all information about daily office stuff. The timeline helps me a lot to organice my self and supports me a lot to find old documents and correspondence. The biggest benefit is the App to access the informations from everywhere. The worklist is a big feature for my daily task management and helps me to not forget important stuff.

The update mentality is a shame. No worries, but in my feeling Marketcirle is very slow in development. The calendar is a mess. Without the integration in Apple calendar the Daylite calendar would not usable for me. The task and project management is okay but had lots off oppertunitys to become better. Tools like Thinks or Omnifocus are much better than Daylite. The document management could be either more functional and should more functions provide to organice. The iPhone / iPad app stands still in development. You should integrate more functions from the desktop version for example like Groups. The design from all Applications are very old school and need a refresh.

Thanks for the review! We're happy to hear that Daylite helps keep you organized, manage the day to day and helps you not forget what is important for your business. We are working to speed up the development process and seeing real results!

As a sole proprietor, I needed a package that would keep me on track, and organized throughout all aspects of running my business. When used religiously, Daylite reduces the stress of being a business owner, allowing me to concentrate on being a creative professional. I am just beginning to use Daylite to organize my new business efforts, and am confident that it's keen organizational features will help grow my business. Now cloud based, I have access to my synchronized Daylite data across all platforms, IOS & Mac, from anywhere I have an internet connection.

Fairly steep learning curve that is worth the initial pain. The user MUST be dilligent in entering all pertinent data related to a project, prospect, lead, opportunity et.al. Enter the pertinent data immediately into Daylite and you will be rewarded with a secure, and concise database of information structured to keep the business owner on track. BUT, you must take the initial efforts to enter pertinent data. So, it is a con, but work thru that initial pain and it will be rewarded.

Thank you very much Chris for your review!

That fact that it integrates with Mail and other Apple products so smoothly. You don't have to compromise your daily computing environment by using Outlook or some other third-party product. I'm not crazy about it moving to a SaaS model but I understand the business reasons for it. And it's still an Apple/Macintosh product which will retain me as a user. I had one support issue and it was taken care of extremely quickly and efficiently. I wish all companies' support systems were as good.

I find the search function can be slow at times and I may not always get the results I expect. I also wish you could easily move chronologically through the entries that are listed in the "All Activity" view of a project, opportunity. I open something to read it, then have to close it to go to the next entry. These reasons are why I only gave it 4 stars on ease of use.

Thank you for your review and we're super happy that you had a great experience from our Customer Service Team. I have sent over your feature requests to our Design and Development Team. Thank you for your feedback and we appreciate it! May you continue to win more business and get more done with Daylite. :)

Daylite integrates so closely with the Apple ecosystem. It has allowed us to consolidate on all Apple technology and know that everyone has the best product for integration. One of the best parts for us is that it allows us to not only save and store as much information on our clients and transactions as we need, but it allows us to find, access, and get reports on that information. Many other CRM's that we tried previously were real estate industry specific, but they did not actually allow us to get the information in the ways that we wanted.

As we are in the real estate industry, there are many real estate specific products that were easier in the beginning to use. They were set up the way the majority of real estate agents/brokers work. Daylite took some extra time and effort to setup in the beginning, but we are now feeling like the extra time was worth it as we are able to customize it more to our systems. Just be prepared to put in the extra time up front.

Thank you Alan for your review of Daylite. We're happy that you love the fact that Daylite integrates well with the Apple ecosystem. May you continue to get more done with Daylite.

Daylite is a powerful piece of off-the-shelf software that helps us book and schedule projects, track new business opportunities, and manage workflow effortlessly in real-time, with full visibility for all team members.

Daylite didn't have the resource planning capabilities we needed, so we had to adopt a separate tool for that purpose.

Hi Dale, What a wonderful review to read! We're so happy that Daylite has been helping you manage your workflow and workload in a reliable way. Hearing that Daylite has been essential to your success is exactly what we aim to do - empower small businesses. We'd love to learn more about the kind of resource planning you're looking for, so you're always welcome to share your ideas/feedback with us at info@marketcircle.com!

What we like most is the integration in the Apple standard software. The Apple adressbook, mail, calendar etc can be used as before, but the team gets full awareness of activities and updates. we also like the add-ons the German distributor added to enhance functionality even further.

some of the features are just not yet as easy to use as in standard Apple way. that's were you can see that its not a super big company ...

Hi Jochen, Thank you for taking the time to give us your feedback! It's awesome to hear you're getting so much out of Daylite's Apple integration and add-ons. We're proud Daylite helps you collaborate with your team! Our developers love hearing feedback and ideas from our customers, so we'd be happy to learn about any feature requests you may have for us. You're welcome to reach out any time at success@marketcircle.com and let us know!

Ability for a business to work together as a work-group and team. All key information in one place and ready to use on all your apple devices. Searching and finding your data is fast! Now with Daylite Cloud and integration with other could services, the functionality expands to new heights.

Contact information from email signatures must be entered manually into a Daylite contact. This should be automated. Having the ability to have 'outline' format in Notes would be great! Phone app sometimes continues to remind you of appointments that have been cancelled or deleted.

Thank you CV for your review of Daylite! It's great to hear that Daylite is the backbone of your business, and keeps your team up-to-date.

It just works and is super reliable. Never lost any information in over 17 years of daily use.

It could be integrated into the OS better but a minor issue.

The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.

They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get... The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).

Thank you Werner for your review. We're happy that Daylite gives your business the flexibility that you need.

Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.

It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software

It does all Salesforce done 'and more' for less than 1/2 cost. Daylite is a best CRM product for less cost! The product is continuing to evolve and soon will release an integrated iOS feature that moves yet another element of a GREAT product to be SUPER FANTASTIC! Daylite's osX is unparalleled and it is integrated well with iOS. An upcoming enhancement to iOS will position Daylite to 'disrupt the CRM market'

I can not think of a single flaw. The product is feature rich and Daylite has countless Video tutorials on how to be leverage their product providing ideas that can support your unique needs.

Thank you Alan for your support of Daylite! We are honoured that you love Daylite as much as we do at Marketcircle! We're super happy to hear that Daylite is your number CRM choice. May you continue to win more business and get more done! :)