Who is this service for?

Professional services firms and creative agencies that need to manage clients, deals, and projects. For Mac-based businesses (Not available for PC or Android)

About Daylite for Mac

For Mac & iOS. Get an overview of your team's projects, what's been done, and what needs to be done next. Daylite organizes all the project details and client communication in one place. See all the emails, notes, and tasks for each project so nothing slips through the cracks. Save time and complete projects on time!

Average rating 4.7/5

Total score
4.7
“Ease of use
4.5
User support
4.8
Features
4.6

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Mac

App - IOS

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Marketcircle
http://www.marketcircle.com
Set up in 1999
Canada

Features

Activity Dashboard
Agile Methodologies
Alerts/Notifications
Budget Management
Business Card/Badge Scanning
Calendar Management
Calendar/Reminder System
Campaign Management
Client Management
Client Portal
Client/Property Matching
Collaboration Tools
Committee Management
Contact Management
Cost-to-Completion Tracking

Customer Database
Customizable Templates
Document Management
Document Storage
Donor Management
Email Management
Email Marketing
Event Management
Expense Tracking
Financial Management
For Mac Devices
Forecasting
Fundraising Management
Gantt/Timeline View
Grant Management
Idea Management
Interaction Tracking
Internal Chat Integration
Kanban Board
Landing Pages/Web Forms
Lead Generation
Lead Management
Lead Qualification
Live Chat
Marketing Automation
Membership Management
Milestone Tracking
Mobile Access
Pipeline Management
Portfolio Management
Quotes/Estimates
Referral Tracking
Relationship Tracking
Reporting/Analytics
Resource Management
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management
Team Assignments
Territory Management
Third-Party Integration
Time & Expense Tracking
Traditional Methodologies
Volunteer Management

Alternatives Daylite for Mac


V
Verified Reviewer

«Improvement over time! »

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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.

September 22, 2021
Feedback source: the Internet
Christopher T.

«I have been a user of Daylite for 6 years.»

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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.

September 17, 2021
Feedback source: the Internet
G
Gary M.

«Daylite is the Back Bone »

Usability

Support

Features

5

Overall rating

Benefits:

I can capture client data and then track sales progress, email and other communications to ensure I provide the best service to my customers.

Drawbacks:

Taking the time to maximize my use of forms and other templates that could improve my productivity

In sum:

There are many Real Estate CRM offerings but most are just tracking how many times a client connection is made and using predesigned templates that often look and feel like exactly what they are - computer generated communications that are have a high probability of being filtered into junk mail. These programs are expensive if one looks at what they provide versus Daylite and as we know having multiple tracking programs and calendars is is not good time management and results in habits not being formed to ensure success. Daylite is the best CRM I have used since these types of programs came into being.

September 11, 2021
Feedback source: the Internet
Cathy B.

«Daylite contact management is a must for Apple/Mac users! Outlook is archaic in comparison.»

Usability

Support

Features

5

Overall rating

Benefits:

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!

Drawbacks:

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.

September 11, 2021
Feedback source: the Internet
S
Sharon L.

«Love it»

Usability

Support

Features

5

Overall rating

Benefits:

I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.

Drawbacks:

It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.

August 28, 2021
Feedback source: the Internet
E
Elaine T.

«The best project management app I have been able to find. I don't think another, as good, exists.»

Usability

Support

Features

4

Overall rating

Benefits:

Daylite makes it very easy to track every project on my desk. I am a one woman company, working on a number of projects at any one given time and it could so easily be chaos without Daylite. Being able to view emails and documents within projects, as well as the ability to add notes is essential. Since I moved to a Cloud account it has been even better. Very reliable and easy to keep up to date while on the move. There is a lot that is customisable of which I only use a small amount, however that may change as I make use of the tutorials available. The calendar syncs across with ease and the 'Home' page is an essential tool, giving a clear view of the days appointments and tasks. Much of the software is customisable.

Drawbacks:

I am always seeking ways to work 'smarter' and thus save time. I would love it if there was a little more functionality so that I could input information on the Project page that would automatically populate a custom sheet in, say, reports. That would save me a huge amount of time. Being able to see the status of all projects and project history on one page would certainly be helpful to me.

In sum:

Without this software it would be a great deal harder to control each of the projects I work on. Every project has a different client base and different suppliers, all of whom can be input into the system. It's the control over information that gives peace of mind.

August 27, 2021
Feedback source: the Internet
J
James D.

«The perfect Mac CRM program.»

Usability

Support

Features

5

Overall rating

Benefits:

Well, the best part of Daylite is its integration with my Mac's Mail app. There are a lot of products that leave out Mac users, but Daylite works perfectly with my High Sierra machine. I love that I can create a calendar entry for things that I have to do that are mentioned in my emails. The ability to track future sales helps us keep up to date on how we are meeting our company's goals. Not only is it very easy to use, but it also has a mobile app that syncs with the program.

Drawbacks:

The price has to be the biggest con for me. It is rather steep when compared to other CRM programs, especially when you start to add users. While I am personally glad that there is finally a Mac CRM program, as someone who also uses a PC, I find that it's a little frustrating to have to pull out my Macbook every time that I needed to use the program. I would also like to see an option for more storage, especially for the cost of the program.

In sum:

While I am glad to see a Mac-compatible product, I really wish that it was available for PC users. As someone who uses a Mac for a laptop and a PC as a desktop, it can get a little annoying to have to bring out my Mac to use it. I have seen a lot of people complain that you cannot use Daylite with other email clients, I know you can use Gmail with Mail. I have not tried connecting my Gmail with Mail, but I would imagine that once you have it connected, Daylite will work with those as well.

August 27, 2021
Feedback source: the Internet
V
Verified Reviewer

«Addictive.... and hard to stop»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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.

August 27, 2021
Feedback source: the Internet
V
Verified Reviewer

«Powerful and highly customisable multi-function app, but subscription prohibitive for non-commercial»

Usability

Support

Features

5

Overall rating

Benefits:

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!

Drawbacks:

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.

In sum:

1. My primary contact list, especially for business associates and friends globally from my working life. 2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs. 3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.

August 22, 2021
Feedback source: the Internet
Adrian C.

«A fully featured and user productive CRM »

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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

In sum:

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!

August 22, 2021
Feedback source: the Internet