What is Daylite for Mac?

Daylite is a powerful Mac & iOS CRM (Customer Relationship Management) that helps teams manage more clients, close more deals, and complete more projects. Designed for small businesses on Macs, Daylite supports many built-in Apple features such as Apple Mail, Caller ID, Siri, Notification Centre, and more.

Daylite offers complimentary onboarding support to help you get the most out of Daylite. For over 20 years Daylite has been helping people grow their business.

Who Uses Daylite for Mac?

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

Where can Daylite for Mac be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Marketcircle
  • Founded in 1999
  • Chat

Countries available

Australia, Canada, France, Germany, Ireland and 7 others

Languages

English

Daylite for Mac pricing

Starting Price:

US$39.99/month
  • Yes, has free trial
  • Yes, has free version

Daylite for Mac has a free version and offers a free trial. Daylite for Mac paid version starts at US$39.99/month.

Pricing plans get a free trial

About the vendor

  • Marketcircle
  • Founded in 1999
  • Chat

Countries available

Australia, Canada, France, Germany, Ireland and 7 others

Languages

English

Daylite for Mac videos and images

Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
View 6 more
Daylite for Mac video
Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.

Features of Daylite for Mac

  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • File Sharing
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For iPad Devices
  • Forms Management
  • Idea Management
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Membership Management
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Project Planning/Scheduling
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Third-Party Integration
  • Workflow Configuration
  • Workflow Management

Alternatives to Daylite for Mac

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Cloud-based system that enables real estate professionals to generate leads, track expenses, set goals, and prioritize actions.
Real estate CRM system that contains MLS data, lead management, follow-up prompts, compelling content, and drip campaigns
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive
Zoho CRM empowers organisations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM
The BEST Workforce Management, HR & Employee scheduling solution that helps organizations manage shifts, payroll, leaves, overtime etc Learn more about UKG Ready
High-end solution designed for effective collaboration, communication, social networking, and workflow and knowledge management. Learn more about Bitrix24

Reviews of Daylite for Mac

Average score

Overall
4.6
Ease of Use
4.4
Customer Service
4.5
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Adrian
Adrian
Founder in UK
Verified LinkedIn User
Financial Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

A fully featured and user productive CRM

5.0 3 years ago

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

Breanne
Realtor in US
Real Estate, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Game changer for small business

5.0 9 months ago

Pros:

A mac-based program was essential for our team even back when we started using daylite in 2015. We love that our mac products can work in real-time and have the ability to coincide with apps such as calendar, email, contacts, reminders, etc. on our apple devices. Having a cloud based CRM is essential too because we can't afford for something with our servers to be off and effect our access to our database. The feature we utilize most is the smart-list feature. This has been crucial to have for the success of our business(es). The other key feature is the ability to link projects, appointments, contacts, emails, etc all together so we have all the pieces to the puzzle to be able to serve our clients and effectively and efficiently as possible.

Cons:

Wishing there were more programs we could integrate such as the ability to link daylite with our MLS program so we can link MLS listing tickets to our projects/contacts. Also the ability to link "showing time" directly with daylite.

Marketcircle Response

8 months ago

Hi Breanne, thank you for such a great review! We're thrilled to know Daylite has been helping you and your team since 2015. Thank you for your ongoing support!

Tamara
Attorney in US
Law Practice, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Great for a solo

4.0 last month New

Comments: Was great before my company grew!

Pros:

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.

Cons:

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.

Marketcircle Response

last month

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!

PJ
PJ
Graphic Designer in US
Verified LinkedIn User
Legal Services, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

Daylite is Badly Designed

2.0 4 years ago

Comments: 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.

Marketcircle Response

4 years ago

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!

Verified Reviewer
Owner in US
Verified LinkedIn User
Media Production, Self Employed
Used the Software for: 2+ years
Reviewer Source

Improvement over time!

5.0 3 years ago

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.

Alternatives Considered: Insightly and Salesforce Sales Cloud

Reasons for Switching to Daylite for Mac: Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to.