Daylite for Mac reviews

A fully featured and user productive CRM

Opmerkingen: 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!

Pluspunten:

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.

Minpunten:

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

Why we use Daylite as a media company

Opmerkingen: Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite. I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team. Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.

Pluspunten:

The integration across the Apple platform is critical. We don't always have our computers with us, the ability to stay up to date in field is important. Being able to update the database on our iPhones and iPads lightens the physical load on our team

Minpunten:

If I find one I'll let you know. Like all software there are features that could be better. with the integration across the Apple environment these niggle are less important.

Daylite is Badly Designed

Opmerkingen: Terrible

Pluspunten:

It doesn't seem to lose any data or break in a way that destroys the work that goes into it.

Minpunten:

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.

Improvement over time!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Game changer for small business

Pluspunten:

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.

Minpunten:

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.

Daylite Review

Opmerkingen: 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.

Pluspunten:

Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.

Minpunten:

It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.

Best CRM for Mac Users

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

Pluspunten:

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

Minpunten:

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.

Love it

Pluspunten:

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.

Minpunten:

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.

To work in our company the best option and I recommend to all.

Pluspunten:

Simplicity and clarity, We like this app

Minpunten:

Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back.

Mac

Opmerkingen: Sales focus

Pluspunten:

It works great- ease of transition and works across all of Mac

Minpunten:

Nothing- it was easy to use- offered great customer support

Versatile, powerful, the UX can be better

Pluspunten:

Flexibility and many features, versatile links between objects, hybride technology (cloud and on premise)

Minpunten:

Problems in integration with Zapier, poor integrations, unable to sync with google calendar, old fashion face, limited functionality of the mobile version.

Daylite is my Command Central

Opmerkingen: I am able to provide a variety of design services with different workflows to my clients. I use it to manage my solo business, so Daylite is my only "assistant", so with my pipelines and activity sets established, it tells me what to do and when to do it. I am vigilant about my Daylite meeting time, and it helps me establish the goals for the week in manageable bites. The more detailed I am in the set up of my pipelines, the more effective Daylite is in helping me manage projects. All the linking features make it easy to get a snapshot of my jobs including emails, tasks, goals, key players.

Pluspunten:

I love that I can use project management, task management, contact management and scheduling all in one. I also love the linking capabilities and its interface with my emails. I can go through email and assign every email to a project, task and determine a date to accomplish the task. I use the pipelines and activity sets to get better and better at my workflows. The longer I use and develop daylite to fit my work, the better I get at my job and my ability to replicate successful projects.

Minpunten:

The downsides occurred in the beginning when I had to learn the platform and spend time setting it up. It took a while and several tries before it caught on. Once I learned it and a lot of the nuances, I got to a point where I am afraid I could not live with out it. I am sure there are features I don't use or know about, so I appreciate that Daylite support is proactive about training with the informative videos and support outreach. There have been some glitches here and there, but the customer support team has always helped work through those and get things on track.

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

Opmerkingen: 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.

Pluspunten:

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!

Minpunten:

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.

Best Mac CRM available

Opmerkingen: My use case: small consulting firm that has been in business for 3 years. We use Daylite for customer relationship management, project & task management, calendar/resource management, as an applicant tracking system for our executive recruitment line of business, opportunity tracking, correspondence, etc. Prior to using Daylite, we ran the Salesforce platform and if you are willing to commit to the Apple/Mac ecosystem, Daylite is simply so much better than anything else that we have tried for the variety of tasks above. Not only was our previous solution almost 3x the cost, it was much more difficult to use, to customize, and to generate employee buy-in to actually use the system. Because this is a Mac-only product, it integrates extremely well and any Mac user will find it very intuitive. The data is in the cloud, but the application sits on my machine. This allows for the excellent reliability and off-line usability of a desktop application with the security, standardization, and data-recovery benefits of the cloud. Obviously, because it is Mac-only, I can't get a seat for one of my partners/contractors unless either they or I am willing to invest to get them into the Apple ecosystem. Not a problem internally for my company, but it is a limitation that can best be described as the blessing and curse of Daylite. I am certain that if it was a web-based or cross-platform software, it would not integrate as tightly and there would be more performance issues. Its not something that I consider a fatal flaw as I am fully invested in the Apple ecosystem, but is a limitation for scalability. In the few instances where I have had a support issue come up, I'd place MarketCircle's support team right at the top of software support teams that I have ever dealt with. They spend the time necessary to understand the problem, find the solution, and communicate fully and quickly. What more can you ask for? If you are looking for a small/medium-sized business CRM that (for my use case) far exceeds the usability and functionality of Salesforce at a fraction of the cost, and you are committed the the Apple ecosystem, I cannot recommend Daylite highly enough.

Pluspunten:

It is tightly integrated with Apple hardware and software, so it just works the way that you need and expect it to. This is a truly full-featured CRM/project management system/opportunity tracking system that is capable of the configurations, customizations, and integrations of systems that cost 3-4 times as much.

Minpunten:

The blessing and the curse is that it is Mac-only. That makes it able to work as well as you'd expect a native Mac app to work, but it obviously limits your hardware choice and eliminates the possibility of sharing the CRM cross-platform. The performance and stability gains are well worth it in my opinion, but it is nonetheless a limitation.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

The perfect Mac CRM program.

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

The BEST CRM program for a Mac user!

Pluspunten:

I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy. This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite. Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.

Minpunten:

I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.

Life is so much better with a little "DAYLITE" in it...

Opmerkingen: As mentioned above we run virtually the entire business outside of financial accounting on Daylite.
We have been able to adapt Daylite to our operation and visa versa to create one software environment for the entire business. With Daylite we, Quote, Project Manage, Manage Contracts, Perform Plant Maintenance, Correspond, Email, Manage and Schedule Sales, Keep diary records, Keep and share company specific information among the workforce, manage employees, perform all of our safety management requirement, perfume quality assurance management requirements.

Pluspunten:

• Available on all devices, iPhones, iPads, MacBooks and iMacs • Cloud access all over the world at any time. • Very Broad and wide reaching functionality • The ability to customise the software to suit our operation, we have been able to manage almost every aspect of our business, CRM, Safety, Quality, Quoting, Contracts, Maintenance, Correspondence, Email Integration.

Minpunten:

There really is not much to mention here....

Feedback

Pluspunten:

It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite.

Minpunten:

Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product.

Great application that works seamlessly on all of my devices.

Opmerkingen: Makes my life and work easy to organise and keep up-to-date.

Pluspunten:

It syncs beautifully across all devices. Enables me to have all of the information and interaction with my clients and projects all in one place. The interface with Apple Mail delivers the emails into my projects and that combined with files, notes, appointments, and tasks all being attached to my clients means I am always clear on what is happening with my projects.

Minpunten:

Hard to find anything I like least as Daylite is my go-to software. Its a small thing but it would be nice if the calendar view could be changed so that I could see more of the day on the screen at the same time i.e. it is currently in half-hour increments which can't be changed and I often work in evenings and have to remember to scroll down to see appointments in the evening. Would be good if it was customizable to change the viewing to hour increments.

Solid CRM on the Mac

Opmerkingen: we use Daylite to plan and execute our projects, capture time used per task/project. we also use it to plan customer acquisition and follow up in the deal pipeline.

Pluspunten:

What we like most is the integration in the Apple standard software. The Apple adressbook, mail, calendar etc can be used as before, but the team gets full awareness of activities and updates. we also like the add-ons the German distributor added to enhance functionality even further.

Minpunten:

some of the features are just not yet as easy to use as in standard Apple way. that's were you can see that its not a super big company ...

Daylite is a gem that no small business should be without

Opmerkingen: It's the hub and backbone of how we do business everyday. It helps internal communication to be effective and efficient. Daylite being the hub on all information related to projects and opportunities, eliminates wrong information since everyone on the team is looking at the same up-to date information.

Pluspunten:

Ability for a business to work together as a work-group and team. All key information in one place and ready to use on all your apple devices. Searching and finding your data is fast! Now with Daylite Cloud and integration with other could services, the functionality expands to new heights.

Minpunten:

Contact information from email signatures must be entered manually into a Daylite contact. This should be automated. Having the ability to have 'outline' format in Notes would be great! Phone app sometimes continues to remind you of appointments that have been cancelled or deleted.

Life is Run on Daylite

Opmerkingen: I keep track of everything and have done so for over 17 years. Run all my business through Daylite. Keep my complete calendar in Daylite. Have used it with multiple partners over the years to track projects from start to finish. The best application for business and life.

Pluspunten:

It just works and is super reliable. Never lost any information in over 17 years of daily use.

Minpunten:

It could be integrated into the OS better but a minor issue.

Powerful, intuitive CRM

Opmerkingen: All-in-all we love Daylite, but we wish we could extend its functionality to more areas of our business.

Pluspunten:

Daylite leverages the power of the Mac OS to allow you to manage your data using Smart Lists and incredible searchability. It integrates with Mail to automatically import communications. It is easy and intuitive to use and works offline with sync for increased speed.

Minpunten:

Daylite has limited functionality when it comes to quoting and invoicing as well as limited integrations.

The best CRM I've ever used

Pluspunten:

1. It does everything I want it to, including keeping track of contacts, calendars, tasks, projects pipelines, emails, notes, etc. 2. It integrates perfectly with David Good's Getting Things Done (GTD) methodology. In the past I've had to use two or three apps to do this. Daylite does it all in one place and does it very well. 3. It's reliable. I rarely have a glitch and - when I do - it's minor and tech support already has a fix. 4. It automatically creates backups of the data. I don't have to worry about that.

Minpunten:

The biggest drawback is that it isn't easy to create templates for documents, labels and reports. To create a new label or report template, I need to go to my Daylite consultant, which costs me money. To create a new Word document template is clunky and requires experimentation.