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.

Pricing starting from:

USD 39.99/month

  • Free Version
  • Free Trial
  • Subscription

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

Australia, Canada, Germany, France, United Kingdom, Ireland, Japan, Netherlands, New Zealand, Singapore, United States, South Africa

Supported Languages

English

Pricing starting from:

USD 39.99/month

  • Free Version
  • Free Trial
  • Subscription

Images

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

Features

Total features of Daylite for Mac: 72

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Donor Management
  • Email Management
  • Email Marketing
  • Email Templates
  • File Sharing
  • For Financial Institutions
  • For Mac Devices
  • For Nonprofits
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Idea Management
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Membership Management
  • Milestone Tracking
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Prioritization
  • Project Planning/Scheduling
  • Projections
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Third-Party Integration
  • Traditional Methodologies
  • Volunteer Management
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4.6 /5
(338)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
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 338
Adrian C. Adrian C.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

A fully featured and user productive CRM

Reviewed on 29/01/2020

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

Breanne G. Breanne G.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Game changer for small business

Reviewed on 21/11/2021

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.

Response from Marketcircle

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!

Pj M. 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
  • Likelihood to recommend 2.0 /10

Daylite is Badly Designed

Reviewed on 05/12/2018

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!

Victor M. Victor M.
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
  • Likelihood to recommend 10.0 /10

The Best Rock-Solid Business Management Software (on any platform)

Reviewed on 28/09/2021

I've been able to run two businesses on Daylite, while also keeping track of clients and their...

I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them).

Pros

As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.

Cons

As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.

Response from Marketcircle

Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support!

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
  • Likelihood to recommend 7.0 /10

Improvement over time!

Reviewed on 30/01/2020

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.

Alternatives Considered

Salesforce Sales Cloud and Insightly

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.
Showing 5 reviews of 338 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:

Daylite is available as a monthly or annual subscription. Pricing varies depends on regions, for more info about Daylite pricing, visit https://www.marketcircle.com/pricing/ Includes free 30-day trial with unlimited 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, Chat

Related categories

See all software categories found for Daylite for Mac.