Daylite for Mac
Mac CRM & Project Management for small business
4.6 /5 (322 reviews) Write a Review!Daylite for Mac Overview
What is Daylite for Mac?
EXCLUSIVELY for Mac, iPhone & iPad. Daylite is a CRM for professional services firms that need to manage clients, deals and projects.
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. Share with your Apple Contacts & Apple Calendar.
Daylite for Mac Overview
Pricing
Pricing options
$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 Sharing
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
Daylite for Mac Features
Media
Daylite for Mac Reviews for UK Users
Daylite for Mac Reviews for UK Users
A fully featured and user productive CRM
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!
Daylite Review
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.
Over 15 years using this, and I LOVE IT!
I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.
Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!
So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....
LOVE WHAT I DO!!!
Improvement over time!
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.
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A fully featured and user productive CRM
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
Daylite Review
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!
Daylite is Badly Designed
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: [email protected] Thank you for helping us continue to constantly improve Daylite!
Over 15 years using this, and I LOVE IT!
I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go.
Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%!
So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand.....
LOVE WHAT I DO!!!
Pros
GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.
Cons
I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.
Improvement over time!
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.
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Daylite for Mac Pricing
Daylite for Mac Pricing
$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 Sharing
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
$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 Sharing
- Custom Lists
- Lead & Pipeline Management
- Task Management
- Calendar & Reminders
- Files & Documents
- Offline Access
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Daylite for Mac Features
Daylite for Mac Features
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Categories
Categories
Additional information for Daylite for Mac
Additional information for Daylite for Mac
Key features of Daylite for Mac
- Access info on iPhone & iPad
- Delegate tasks to employees & get notification when done.
- Integrate with Apple Mail using the Daylite Mail Assistant
- Link emails, calls, and notes to projects & clients.
- Offline data - access info without an Internet connection.
- Save time with email templates & mail blasts.
- Schedule meetings & resources with Daylite's shared calendar
- See tasks and appointments for each team with Team View.
- Segment customers & leads with filtering & Smart Lists.
- Store & action emails right from Apple Mail.
- View interactive reports of customers, sales, and projects.
- Visually track sales & projects with custom pipelines.
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.
Daylite for Mac FAQs
Daylite for Mac FAQs
Below are some frequently asked questions for Daylite for Mac.
Q. What type of pricing plans does Daylite for Mac offer?
Daylite for Mac offers the following pricing plans:
Starting from: US$29.00/month
Pricing model: Subscription
Free Trial: Available
$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 Sharing - Custom Lists - Lead & Pipeline Management - Task Management - Calendar & Reminders - Files & Documents - Offline Access
Q. What are the main features of Daylite for Mac?
Daylite for Mac offers the following features:
- Access info on iPhone & iPad
- Delegate tasks to employees & get notification when done.
- Integrate with Apple Mail using the Daylite Mail Assistant
- Link emails, calls, and notes to projects & clients.
- Offline data - access info without an Internet connection.
- Save time with email templates & mail blasts.
- Schedule meetings & resources with Daylite's shared calendar
- See tasks and appointments for each team with Team View.
- Segment customers & leads with filtering & Smart Lists.
- Store & action emails right from Apple Mail.
- View interactive reports of customers, sales, and projects.
- Visually track sales & projects with custom pipelines.
Q. Who are the typical users of Daylite for Mac?
Daylite for Mac has the following typical customers:
Small Business, Non Profit, Freelancers
Q. What languages does Daylite for Mac support?
Daylite for Mac supports the following languages:
Dutch, English, French, German, Spanish
Q. What type of pricing plans does Daylite for Mac offer?
Daylite for Mac has the following pricing plans:
Subscription
Q. Does Daylite for Mac support mobile devices?
Daylite for Mac supports the following devices:
iPhone, iPad
Q. What other apps does Daylite for Mac integrate with?
Daylite for Mac integrates with the following applications:
Billings Pro for Mac, Direct Mail, Direct Mail Manager, Google Calendar, Mailchimp, Mailchimp, PieSync, Xero, Zapier
Q. What level of support does Daylite for Mac offer?
Daylite for Mac offers the following support options:
FAQs, Knowledge Base, Online Support, Video Tutorials
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!