Daylite Reviews

Pros

While Apple's products work well together, they can feel disconnected for business use. But Daylite brilliantly connects everything! It is also a native Mac app, not just a website so it feels fast and works like it is part of the computer itself. Overall it is fantastic.

Cons

Setting up meetings in the calendar needs work. I am aware the team is improving it but making repeating events is pretty messy right now and the connection with Google and Microsoft calendars is not as smooth as it should be.

Pros

Having both project management and a CRM in one single system is perfect for me. I also really like how it lets me manage client interactions and follow project tasks all at the same time without any friction.

Cons

For someone just starting out, I feel like the platform can feel like a lot to take in particularly during the initial setup and when you are trying to learn all the powerful tools it offers.

Pros

My favorite part is how smoothly it works with Apple Mail and my calendar. It is also very easy to link emails directly to a specific contact, meeting or project. It even automatically finds and connects to our existing contacts for us.

Cons

I have not found any downsides because whenever I have a question during setup, I can always find an answer. It is also surprising that Daylite is not mentioned more often in CRM discussions. But when I asked an AI for the best CRM for Apple products, it was the top recommendation.

Pros

I appreciate that Daylite for Mac aids my business in acquiring more leads for potential customers. Posting content to my social media accounts has never been simpler. The CRM has many features and is very easy to navigate. The customer service is also really helpful.

Cons

I dislike how this app relies solely on an internet connection. Without it, the database won't load, which caused me trouble once when I couldn't retrieve a customer's contact info due to erratic signal. I really wish there was an offline version of the database.

Pros

Everything worked perfectly, the app is smooth and has a stunning UI. Easy to set up and use. Support is great and available.

Cons

Regrettably, it's exclusive to the Apple ecosystem.

Pros

It is simple to install and use. Good integration with other tools (e.g., accounting) and mobile accessibility.

Cons

It seems like more than what our small company actually needs. Many of the features available are not utilized.

Pros

It is quite intuitive, featuring a short learning curve that allows new users to quickly understand and effectively utilize the software.

Cons

We found it necessary to modify the terminology because it did not align with our own specific terms and vocabulary.

Pros

Daylite has proven to be a highly customizable CRM software that effectively manages my clients, conversions, and project completion.

Cons

There's nothing to dislike about it, it's absolutely fantastic.

Pros

It offers offline sync capabilities, a native app experience, a powerful CRM, as well as comprehensive sales pipeline and project management features, making it an all-encompassing tool for my business needs.

Cons

Not being able to integrate with Microsoft 365 is a huge drawback for me because most of my clients and stakeholders use it. It's frustrating that I can't sync 365 calendars or contacts with Daylite. Some parts of the User Interface (UI) feel outdated. The merge and document assembly features, as well as the estimates engine, are quite old-fashioned and not very intuitive to set up. Also, not all external calendar invites are compatible with Daylite. Lastly, Marketcircle doesn't share its development roadmap, so it feels like users are left in the dark.

Pros

The integration with my workload is incredibly seamless, making my tasks much more manageable and efficient. I absolutely love using it.

Cons

Although it comes at a somewhat higher cost, I have a deep appreciation for it nonetheless.

Pros

Daylite is seamlessly integrated into macOS, very easy to set up, very easy to use. A masterclass of focused app development.

Cons

Daylite exhibits less flexibility, particularly noticeable on iOS and iPadOS when contrasted with its counterpart on the Mac platform.

Pros

It's like an agenda taken to the next level; it lets me have all my notes and reminders, data, and everything perfectly controlled. It simply makes my life easier.

Cons

Initially, its usability may not be immediately intuitive when you begin utilizing the software.

Pros

I've been using Daylite for 20 years as of 2022! I love it. I use it for client contacts, storing data of people working together in various organizations, managing my daily schedule. It's simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. The support staff are also wonderful and readily available to provide guidance when Daylite upgrades, as well as offering other support services. I HIGHLY RECOMMEND Daylite! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator of the "Powerful Non-Defensive Communication" process, international speaker, consultant, and organizational training provider.

Cons

There's nothing that I dislike about Daylite.

Pros

I love how easy it was for me to keep my projects organized with this software. I was also surprised by how well it synced updates across all my devices. Plus, it can be used offline, which is extremely beneficial.

Cons

I wish it were easier to customize, and it would be great if it could integrate with Google services and apps as well as it does with Apple's.

Pros

I truly value how the CRM integrates so seamlessly, providing the ability to maintain separate files for different projects or matters associated with the same client, which greatly enhances my organizational efficiency.

Cons

Sometimes attachments don't stay attached to emails when saved to a Daylite project.

Pros

The integration across the Apple platform is crucial. I don't always have my computer with me, so staying up to date in the field is important. Being able to update the database on my iPhone and iPad lightens the physical load on my team.

Cons

If I find any issues, I'll let you know. Like all software, there are areas that could be improved, but the integration within the Apple environment makes these less important.

Pros

It excels at organizing prospects and managing relationship connections, providing a streamlined way to keep track of potential clients and maintain strong professional relationships.

Cons

There is room for improvement in terms of the speed at which support emails are responded to and glitches are addressed.

Pros

The software is compatible with Mac. It is very structured and provides interfaces for the integration of other tools.

Cons

After updates, there are often errors in the first few days that cause the system to crash.

Pros

I like the ability for it to be customizable by me as the end user.

Cons

Due to the lack of end-user customization, the team must adopt common protocols for setup and usage. Additionally, you need to purchase add-ons to create custom reports and widgets.

Pros

It is an all-in-one CRM and project management tool, which I love. I love that I can take a lead and see them through the whole project without needing another software.

Cons

I wish it had accounting capabilities and was less finicky about the order of operations. The customer service and training are not up to par.