Who Uses Daylite for Mac?

Small businesses that use Macs, iPhones & iPads. Not available for PC or Android.

What Is Daylite for Mac?

For Mac & iOS. Daylite is a productivity-focused CRM for small businesses that want to keep track of communication, details and next steps for clients and projects in one place. No more forgetting to follow up or letting details slip through the cracks. Get all the features like Apple Mail integration, reminders, list management, email templates, lead tracking, project management, & more for one affordable price. Thousands of people use Daylite to win more business & get more done.

Daylite for Mac Details

Marketcircle

http://www.marketcircle.com

Founded 1999

Support

  • Business Hours
  • Online

Deployment

  • Installed - Mac
  • Cloud, SaaS, Web
  • Mobile - iOS Native

Training

  • Live Online
  • Webinars
  • Documentation
Daylite for Mac video
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Daylite for Mac pricing overview

See pricing details

Daylite for Mac has a free version and offers a free trial. Daylite for Mac paid version starts at US$29.00/month.


Starting Price

US$29.00/month. See pricing details

Free Version

Yes

Free Trial

Daylite for Mac Features

  • Call Centre Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalogue
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

View full list of CRM Software for Mac

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM Systems

  • Business Card/Badge Scanning
  • Calendar/Reminder System
  • Document Storage
  • Forecasting
  • Lead Scoring
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

View full list of CRM for Small Business

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View full list of Charity CRM Systems

  • Batch Communications
  • Chat / Messaging
  • Content Management
  • Email Distribution
  • Interactive Content
  • Multi-Channel Communication
  • On-Demand Communications
  • Personalisation
  • Print Management
  • Template Management
  • Video Content

View full list of Customer Communications Management Software

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

View full list of Financial CRM Software

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View full list of Online CRM Software

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation

View full list of Real Estate CRM Software

Daylite for Mac Alternatives

More Daylite for Mac alternatives

Daylite for Mac Reviews

Showing 5 of 320 reviews

Overall
4.6/5
Ease of Use
4.4/5
Customer Service
4.6/5
Features
4.5/5
Value for Money
4.4/5
Adrian C.
Founder
Financial Services, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/1/2020

"A fully featured and user productive CRM"

Comments: 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

  • Reviewer Source 
  • Reviewed on 29/1/2020
Verified Reviewer
Owner
Media Production, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 30/1/2020

"Improvement over time!"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 30/1/2020
Michael G.
Proprietor
Construction, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    2/5
  • Ease of Use
    2/5
  • Features & Functionality
    2/5
  • Customer Support
    5/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 30/1/2020

"Still waiting for Daylite to catch up"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 30/1/2020
Diense B.
Realtor
Real Estate, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/3/2020

"Daylite Review"

Comments: 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.

Vendor Response

by Marketcircle on 11/6/2020

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!

  • Reviewer Source 
  • Reviewed on 17/3/2020
Michael N.
Director
Management Consulting, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 14/2/2020

"Best CRM for Mac Users"

Comments: I run everything on Daylite. I couldn’t imagine life without it

Pros: Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.

Cons: I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.

Vendor Response

by Marketcircle on 11/6/2020

Hi Michael,

It's fantastic to hear you can't imagine life without Daylite, what a compliment!

We're passing along your feedback about Windows and more sales and time tracking functionality for our team to review as well! Thank you for taking the time to share your feedback.

  • Reviewer Source 
  • Reviewed on 14/2/2020