About Daylite for Mac

Daylite is a CRM and Project Management app for teams of 1-100 employees that use Macs. If you're having a hard time keeping track of communication with clients, where your team is on deals, or what's been done on projects, Daylite can help.

Save time and increase efficiency by managing communication with clients, deals, and projects in one shared place. Control permissions for privacy and security.

If your team loves Macs, you'll love Daylite! Integrate with Apple Mail, share your Apple Contacts and iCal. Use Siri, Reminders, and more. Daylite is easy to customize and flexible so it grows with you.

Key benefits of Daylite for Mac

See a full history of emails, calls, notes, documents, and tasks for each client in one place.

Get an overview of the status of each deal along with tracking your close rate so your team can close more deals.

Have full transparency over what's been done on projects and what needs to be done next. Delegate tasks and get updated when they're done.

Integrate with Apple Mail. Share with Apple Contacts and iCal. Use Siri and Reminders.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

Remember every detail and interaction with your clients
Organize your clients, deals, and projects all in one place.
Close more deals with custom pipelines and follow-up reminders
Manage projects with your team. Know what's been done and what needs to be done next.
Stay on top of clients, deals, and projects on the go.
View 6 more
Daylite for Mac video Daylite for Mac video Daylite for Mac video Daylite for Mac screenshot: Remember every detail and interaction with your clients Daylite for Mac screenshot: Organize your clients, deals, and projects all in one place. Daylite for Mac screenshot: Close more deals with custom pipelines and follow-up reminders Daylite for Mac screenshot: Manage projects with your team. Know what's been done and what needs to be done next. Daylite for Mac screenshot: Stay on top of clients, deals, and projects on the go.

Features

Total features of Daylite for Mac: 84

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Bulk Send
  • Business Process Automation
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Content Management System (CMS) Software
  • Contract/License Management
  • Customer Segmentation
  • Customer Support Software
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Donor Management
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Estimating
  • File Sharing Software
  • For Nonprofits
  • Forecasting
  • Forms Management
  • Idea Management Software
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Label Printing
  • Lead Management Software
  • Lead Qualification
  • List Management
  • Marketing Automation Software
  • Membership Management Software
  • Milestone Tracking
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Personalization Software
  • Pipeline Management
  • Prioritization
  • Project Management Software
  • Project Planning/Scheduling
  • Projections
  • Quotes/Estimates
  • Real Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management Software
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling Software
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • To-Do List
  • Traditional Methodologies
  • Volunteer Management Software
  • Workflow Configuration
  • Workflow Management Software

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Reviews

Overall rating

4.6 /5
(325)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support Software
4.6/5

Already have Daylite for Mac?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 325
Adrian C.
Overall rating
  • Industry: Financial Services Software
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A fully featured and user productive CRM

Reviewed on 2020-01-29

I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set...

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

Verified Reviewer
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Improvement over time!

Reviewed on 2020-01-30

I really like the Opportunities funnel - that I can keep top of mind who are all the potential...

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.

Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Addictive.... and hard to stop

Reviewed on 2021-02-28

Pros

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.

Cons

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.

Pj M.
Overall rating
  • Industry: Legal Services
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Daylite is Badly Designed

Reviewed on 2018-12-05

Terrible

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!

Diense B.
Overall rating
  • Industry: Real Estate
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Daylite Review

Reviewed on 2020-03-17

Absolutely love the product. Marketcircle continues to update and revise the software. Would love...

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!

Showing 5 reviews of 325 Read all reviews

Daylite for Mac FAQs

Below are some frequently asked questions for Daylite for Mac.

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.

We do not have any information about Daylite for Mac features

Daylite for Mac has the following typical customers:

Self Employed, 2-10, 11-50, 51-200

Daylite for Mac supports the following languages:

English

Daylite for Mac supports the following devices:

iPhone (Mobile), iPad (Mobile)

Daylite for Mac integrates with the following applications:

Billings Pro, Direct Mail Manager, Google Calendar, Mailchimp, Xero, Zapier

Daylite for Mac offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Chat

Related categories

See all software categories found for Daylite for Mac.