Daylite for Mac Reviews
46 Review(s)
softwareOverall Rating
4.4
46 Review(s)
Rating Distribution
5
(30)
4
(8)
3
(6)
2
(1)
1
(1)
Satisfaction Score
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Overall Rating
4.4
46 Review(s)
Rating Distribution
5
(30)
4
(8)
3
(6)
2
(1)
1
(1)
Satisfaction Score
Ease of use
9
Value for money
8
Customer Support
8
Functionality
9
Filters
Ratings
Provider Size
Time Used
Sort by:
Daylite for Mac of K's Kitchen
Daylite for Mac of K's Kitchen
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
MICHELLE LYN
Food & Beverages, 1-10 employees
Less than a year
April 2024
Good App ... for Mac only.
Good App ... for Mac only.
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.
Ease of use
10
Value for money
6
Customer Support
10
Functionality
10
Luiza
Newspapers, 1-10 employees
Less than a year
March 2024
One of the best, complete and integrative solutions on Mac
One of the best, complete and integrative solutions on Mac
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.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Sascha
Information Technology and Services, 1-10 employees
More than a year
December 2023
An essential tool for sales agents
An essential tool for sales agents
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michael
Supermarkets, 1-10 employees
More than a year
September 2023
Daylite CRM
Daylite CRM
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Igor
Entertainment, 11-50 employees
September 2023
Love Daylite but does not integrate with 365 (outlook or teams)
Love Daylite but does not integrate with 365 (outlook or teams)
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
John
Management Consulting, 1-10 employees
More than a year
August 2023
Love it
Love it
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Asekho
Entertainment, 1-10 employees
June 2023
The best small business or freelancer CRM
The best small business or freelancer CRM
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.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Ben
Publishing, 1-10 employees
More than a year
June 2023
Information to everybody
Information to everybody
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alexia
Arts and Crafts, 1-10 employees
Less than 6 months
December 2022
I Love Daylite
I Love Daylite
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sharon
Professional Training & Coaching, 1-10 employees
More than a year
November 2022
Very convenient software!
Very convenient software!
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.
Ease of use
8
Value for money
7
Customer Support
10
Functionality
8
Anonymous
Not Specified, 500+ employees
Less than a year
October 2022
Daylite is the complete file management package
Daylite is the complete file management package
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Steven
Law Practice, 1-10 employees
More than a year
October 2022
Why we use Daylite as a media company
Why we use Daylite as a media company
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Stephen
Newspapers, 1-10 employees
More than a year
October 2022
Daylite for Mac CRM
Daylite for Mac CRM
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.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Chris
Hospital & Health Care, 1-10 employees
More than a year
October 2022
It is very structured
It is very structured
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Johanna
Management Consulting, 1-10 employees
More than a year
September 2022
Daylite review
Daylite review
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Crista
Financial Services, 1-10 employees
More than a year
August 2022
Almost there
Almost there
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.
Ease of use
7
Value for money
3
Customer Support
7
Functionality
7
Leslie
Legal Services, 1-10 employees
Less than a year
July 2022
Great for a solo
Great for a solo
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's no easy way to track time or bill clients without additional integrations. Support is slow due to the company's European base. The billing program doesn't allow for multiple access tiers, which means even junior employees could access sensitive firm reports.
Ease of use
10
Value for money
7
Customer Support
7
Functionality
8
Tamara
Law Practice, 1-10 employees
More than a year
July 2022
Mac Friendly but Poor service
Mac Friendly but Poor service
Pros
It comfortably spans iOS and OSX, integrating a CRM, Calendar, and Contacts, and works on both desktop and cloud.
Cons
It doesn't reliably send or receive MS or Google calendar invites. Their customer service is slow also it's glitchy and crashes at times.
Ease of use
6
Value for money
3
Customer Support
3
Functionality
6
Stuart
Management Consulting, 1-10 employees
More than a year
May 2022
Daylite for Mac
Daylite for Mac
Pros
It is very easy to use, and it integrates seamlessly with Mac, operating without any issues or complications.
Cons
It's a bit complex initially, but once customized, it works better.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Danny
Construction, 51-100 employees
More than a year
November 2021
Game changer for small business
Game changer for small business
Pros
When our team started using Daylite in 2015, having a Mac-based program was essential. I love that our Mac products can work in real-time and sync with apps like Calendar, Email, Contacts, Reminders, and more on our Apple devices. A cloud-based CRM is crucial because we can't risk server issues affecting our database access. I find the Smart-list feature to be the most valuable for our business success. Another key feature I appreciate is the ability to link projects, appointments, contacts, emails, etc., so we have all the necessary information to serve our clients effectively and efficiently.
Cons
I wish we could integrate more programs, like linking Daylite with our MLS program to connect MLS listing tickets directly with our projects and contacts. It would also be great to link "showing time" directly with Daylite.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Breanne
Real Estate, 1-10 employees
More than a year
November 2021
Tons of functions, could be improved
Tons of functions, could be improved
Pros
My company uses Daylite for various purposes, including our daily calendar, CRM, and contact guide. For these uses, it's a fantastic program that helps us organize our calendar well.
Cons
This software has been challenging to download and operate on certain Macs. It often stops working and is not very user-friendly on iPhones.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Rachel
Events Services, 11-50 employees
More than a year
October 2021
Daylite is awsum to use
Daylite is awsum to use
Pros
The features are most impactful because of their user-friendly nature, and I find the integration between emails and direct mails to be awesome.
Cons
All the features offered are beneficial and serve our needs effectively.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Hiren
Financial Services, 11-50 employees
More than a year
October 2021
almost irreplaceable
almost irreplaceable
Pros
It's the only product I've found that integrates everything I need.
Cons
I wish there was a flow chart showing how each field affects other parts of the database.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Bruce
Oil & Energy, 1-10 employees
More than a year
October 2021
Daylite in the dayime
Daylite in the dayime
Pros
It features all the functions I'm ever likely to need and packages them in a reasonably intuitive format.
Cons
Every software product inherently offers opportunities for enhancement. Streamlining certain functions and incorporating additional features are perennial areas of consideration for ongoing improvement.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Mark
Media Production, 1-10 employees
More than a year
October 2021
Grest software, runs my business
Grest software, runs my business
Pros
I value the organizing functionalities, connectivity capabilities, swift performance, outstanding support, and consistent updates provided by the software.
Cons
The learning curve was steep, but the effort paid off in the end.
Ease of use
6
Value for money
10
Customer Support
10
Functionality
10
Ingolf
Health, Wellness and Fitness, 1-10 employees
More than a year
October 2021
Daylite Review
Daylite Review
Pros
I use it to keep track of customers' next steps and integrate it with other Mac applications.
Cons
Integrating took a while, I found myself reaching out to support frequently initially. The tutorials didn't flow smoothly.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Brandon
Commercial Real Estate, 1-10 employees
Less than 6 months
October 2021
A great tool for team collaboration
A great tool for team collaboration
Pros
The team dashboard allows me to quickly assign tasks and create work lists to track who is doing what. It's also great that it syncs with my AppleMail, so everyone can see what's being communicated to the client or prospect.
Cons
I think there's a bit of a learning curve, mainly due to its numerous features; it could be more intuitive. I also wish it wasn't limited to Mac iOS.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Laurinda
Marketing and Advertising, 1-10 employees
More than a year
October 2021
The Best Rock-Solid Business Management Software (on any platform)
The Best Rock-Solid Business Management Software (on any platform)
Pros
As my firm grew beyond just me, I needed a solution that allowed me to leverage my team without adding complexity. Daylite became the go-to for creating workflows, managing contacts, running a calendar, and, in short, making it possible to run my business from anywhere.
Cons
Like any good software, there's a learning curve to using it effectively. Even mastering just 10% of its capabilities puts you ahead. With time, you'll enhance your usage and find it indispensable.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Victor
Law Practice, 1-10 employees
More than a year
September 2021
I love Daylite!
I love Daylite!
Pros
I love the ability to pre-program tasks to populate at each pipeline stage.
Cons
I'm a bit puzzled by the permissions and teams concept.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Julie
Financial Services, 1-10 employees
More than a year
September 2021
Its not half bad
Its not half bad
Pros
I find the integration with other software we utilize, like Apple Mail and Diaries, to be quite beneficial and enhances our overall workflow efficiency.
Cons
The templates are quite clunky and basic, but they serve their purpose for generating quotes.
Ease of use
8
Value for money
6
Customer Support
8
Functionality
8
Steven
Telecommunications, 1-10 employees
Less than 6 months
September 2021
Great CRM for Mac
Great CRM for Mac
Pros
The interface is well-designed and intuitive. It's straightforward and helpful in integrating clients, projects, calendar events, and employees into one easy-to-navigate platform.
Cons
Sometimes the search function seems to struggle, but overall, it's a great tool.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Michael
Architecture & Planning, 1-10 employees
More than a year
September 2021
Fantastic Platform!
Fantastic Platform!
Pros
I've used this CRM for over 15 years now. The ease of use combined with the responsive customer service team makes this platform a real winner for me!
Cons
Currently, nothing comes to mind.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Robin
Insurance, 1-10 employees
More than a year
June 2021
Daylite is...ok.
Daylite is...ok.
Pros
Daylite is fundamentally 'okay'. It's a standard CRM system with no real competitive edge or standout features. It does things adequately, though.
Cons
There are several clunky aspects, and sometimes options seem missing. If you expect mediocrity, you won't be surprised.
Ease of use
6
Value for money
6
Customer Support
8
Functionality
6
Floyd
Fund-Raising, 11-50 employees
More than a year
February 2021
Restricted to Mac and difficult to navigate
Restricted to Mac and difficult to navigate
Pros
I found it handy to have it automatically track emails and phone calls. Unfortunately, other difficulties meant I didn't use it much.
Cons
It's not intuitive and not easy for newcomers. It feels tailored more for existing users rather than new ones. Also, being restricted to Apple products makes it challenging for company-wide use.
Ease of use
4
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 51-100 employees
More than a year
January 2021
A good CRM, but lacks integrations.
A good CRM, but lacks integrations.
Pros
To the extent that I've used it, it's simple. To me, it feels like a glorified phone book with a calendar. The GUI is pretty easy to navigate, and I like the organizational structure it provides for managing the data.
Cons
It feels like a standalone software lacking integrations. While I'm no Daylite expert, the difficulty in tracking time or invoices against customers/projects has always been a pain point.
Ease of use
8
Value for money
6
Customer Support
4
Functionality
6
Derek
Graphic Design, 1-10 employees
More than a year
December 2020
Manage client contacts and sales effectively
Manage client contacts and sales effectively
Pros
It can manage our projects and sales daily. It tracks potential sales and the progress of various projects assigned to our team members.
Cons
It's not beginner-friendly, but experience helps with operation over time.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Heather
Information Technology and Services, 500+ employees
Less than 6 months
December 2020
Over 15 years using this, and I LOVE IT!
Over 15 years using this, and I LOVE IT!
Pros
GREAT CRM! It does everything other CRMs do, but what most don't do today is PRINT! Yes, it prints a note card, letter, envelope, you name it, it prints it. Even a Postage Stamp, how inventive! Plus, I love how simple it is to teach people to use it.
Cons
As a devoted Mac user, the fact that it doesn't work on Windows doesn't bother me, but I can see how it might affect their sales.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Real Estate, 1-10 employees
More than a year
October 2020
Daylite for Real Estate - Pros & Cons
Daylite for Real Estate - Pros & Cons
Pros
The integration with core Mac products and the excellent user interface is impressive.
Cons
Experiencing crashes on the iPad when using the forms feature is frustrating. It would be beneficial to have pre-made templates for Real Estate and other industries as well.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Gerald
Real Estate, 1-10 employees
Less than 6 months
July 2020
Terrible Customer Servixe
Terrible Customer Servixe
Pros
I can't really say anything good, especially when compared to other available products. The customer service is horrible. Don't bother; they won't respond.
Cons
Dealing with customer service was the worst experience ever. They rarely respond, and when they do, they are not helpful or respectful. It's been a dreadful experience. Businesses should avoid relying on them for office management.
Ease of use
1
Value for money
1
Customer Support
1
Functionality
1
WJ
Legal Services, 1-10 employees
Less than a year
June 2020
Terrible if you have big database - support is slow and no priorty given to issues
Terrible if you have big database - support is slow and no priorty given to issues
Pros
When the software is functioning properly, it essentially fulfills all of our business needs and requirements.
Cons
The ISO doesn't sync or work properly, a significant issue ongoing for six months now. Despite assurances, there have been no fixes, just promises from their engineering team. After six years of use, it's disappointing to feel like a low priority.
Ease of use
8
Value for money
3
Customer Support
3
Functionality
8
Jamie
Real Estate, 1-10 employees
More than a year
June 2020
Essential
Essential
Pros
This software is like an assistant to me. Once I input the information, I know it will remind me at the right time what I have to do.
Cons
The app has many limitations. While the mail assistant is good, it's complex to use on the go with an iPhone.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Benoit
Real Estate, 1-10 employees
More than a year
May 2020
Daylite Review
Daylite Review
Pros
It's easy to use, easy to enter data, and fairly intuitive. Capturing emails with mail integration is very easy.
Cons
Creating user reports is challenging due to the limited number of user-defined text and date fields.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Diense
Real Estate, 500+ employees
More than a year
March 2020
Daylite For Mac is Great!
Daylite For Mac is Great!
Pros
This program offers many different features and is affordable. It helps me keep track of tasks, manage lists, includes a calendar, and reminds me whenever I need. Even better, it keeps everything organized in one place!
Cons
One improvement for Daylite could be simplification. It should be easier for new users to get accustomed to with some sort of introductory guide.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Anonymous
Not Specified, 1-10 employees
March 2020
NO CUSTOMER SERVICE FOR CLOUD
NO CUSTOMER SERVICE FOR CLOUD
Pros
It is smooth and simple to train others to use this software effectively, and it also boasts a robust and reliable CRM system.
Cons
Moving from our own server to the cloud was the worst decision we made.
Ease of use
7
Value for money
2
Customer Support
2
Functionality
7
Rick
Shipbuilding, 1-10 employees
More than a year
February 2020
LOVE IT!
LOVE IT!
Pros
I highly recommend this CRM if you are a Mac OS user and looking for a very good and affordable CRM tool.
Cons
My only complaint is related to OS compatibility. Since our company switched from Mac OS to Windows OS, we couldn't continue using Daylite. It's disappointing that it's not Windows-based.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
More than a year
February 2020
Filters
Sort by:
Daylite for Mac of K's Kitchen
Daylite for Mac of K's Kitchen
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.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
MICHELLE LYN
Food & Beverages, 1-10 employees
Less than a year
April 2024
Good App ... for Mac only.
Good App ... for Mac only.
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.
Ease of use
10
Value for money
6
Customer Support
10
Functionality
10
Luiza
Newspapers, 1-10 employees
Less than a year
March 2024
One of the best, complete and integrative solutions on Mac
One of the best, complete and integrative solutions on Mac
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.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Sascha
Information Technology and Services, 1-10 employees
More than a year
December 2023
An essential tool for sales agents
An essential tool for sales agents
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Michael
Supermarkets, 1-10 employees
More than a year
September 2023
Daylite CRM
Daylite CRM
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Igor
Entertainment, 11-50 employees
September 2023
Love Daylite but does not integrate with 365 (outlook or teams)
Love Daylite but does not integrate with 365 (outlook or teams)
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.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
John
Management Consulting, 1-10 employees
More than a year
August 2023
Love it
Love it
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Asekho
Entertainment, 1-10 employees
June 2023
The best small business or freelancer CRM
The best small business or freelancer CRM
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.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Ben
Publishing, 1-10 employees
More than a year
June 2023
Information to everybody
Information to everybody
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alexia
Arts and Crafts, 1-10 employees
Less than 6 months
December 2022
I Love Daylite
I Love Daylite
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Sharon
Professional Training & Coaching, 1-10 employees
More than a year
November 2022
Very convenient software!
Very convenient software!
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.
Ease of use
8
Value for money
7
Customer Support
10
Functionality
8
Anonymous
Not Specified, 500+ employees
Less than a year
October 2022
Daylite is the complete file management package
Daylite is the complete file management package
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Steven
Law Practice, 1-10 employees
More than a year
October 2022
Why we use Daylite as a media company
Why we use Daylite as a media company
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Stephen
Newspapers, 1-10 employees
More than a year
October 2022
Daylite for Mac CRM
Daylite for Mac CRM
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.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Chris
Hospital & Health Care, 1-10 employees
More than a year
October 2022
It is very structured
It is very structured
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.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Johanna
Management Consulting, 1-10 employees
More than a year
September 2022
Daylite review
Daylite review
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.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
8
Crista
Financial Services, 1-10 employees
More than a year
August 2022
Almost there
Almost there
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.
Ease of use
7
Value for money
3
Customer Support
7
Functionality
7
Leslie
Legal Services, 1-10 employees
Less than a year
July 2022
Great for a solo
Great for a solo
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's no easy way to track time or bill clients without additional integrations. Support is slow due to the company's European base. The billing program doesn't allow for multiple access tiers, which means even junior employees could access sensitive firm reports.
Ease of use
10
Value for money
7
Customer Support
7
Functionality
8
Tamara
Law Practice, 1-10 employees
More than a year
July 2022
Mac Friendly but Poor service
Mac Friendly but Poor service
Pros
It comfortably spans iOS and OSX, integrating a CRM, Calendar, and Contacts, and works on both desktop and cloud.
Cons
It doesn't reliably send or receive MS or Google calendar invites. Their customer service is slow also it's glitchy and crashes at times.
Ease of use
6
Value for money
3
Customer Support
3
Functionality
6
Stuart
Management Consulting, 1-10 employees
More than a year
May 2022
Daylite for Mac
Daylite for Mac
Pros
It is very easy to use, and it integrates seamlessly with Mac, operating without any issues or complications.
Cons
It's a bit complex initially, but once customized, it works better.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Danny
Construction, 51-100 employees
More than a year
November 2021
Game changer for small business
Game changer for small business
Pros
When our team started using Daylite in 2015, having a Mac-based program was essential. I love that our Mac products can work in real-time and sync with apps like Calendar, Email, Contacts, Reminders, and more on our Apple devices. A cloud-based CRM is crucial because we can't risk server issues affecting our database access. I find the Smart-list feature to be the most valuable for our business success. Another key feature I appreciate is the ability to link projects, appointments, contacts, emails, etc., so we have all the necessary information to serve our clients effectively and efficiently.
Cons
I wish we could integrate more programs, like linking Daylite with our MLS program to connect MLS listing tickets directly with our projects and contacts. It would also be great to link "showing time" directly with Daylite.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Breanne
Real Estate, 1-10 employees
More than a year
November 2021
Tons of functions, could be improved
Tons of functions, could be improved
Pros
My company uses Daylite for various purposes, including our daily calendar, CRM, and contact guide. For these uses, it's a fantastic program that helps us organize our calendar well.
Cons
This software has been challenging to download and operate on certain Macs. It often stops working and is not very user-friendly on iPhones.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Rachel
Events Services, 11-50 employees
More than a year
October 2021
Daylite is awsum to use
Daylite is awsum to use
Pros
The features are most impactful because of their user-friendly nature, and I find the integration between emails and direct mails to be awesome.
Cons
All the features offered are beneficial and serve our needs effectively.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Hiren
Financial Services, 11-50 employees
More than a year
October 2021
almost irreplaceable
almost irreplaceable
Pros
It's the only product I've found that integrates everything I need.
Cons
I wish there was a flow chart showing how each field affects other parts of the database.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Bruce
Oil & Energy, 1-10 employees
More than a year
October 2021
Daylite in the dayime
Daylite in the dayime
Pros
It features all the functions I'm ever likely to need and packages them in a reasonably intuitive format.
Cons
Every software product inherently offers opportunities for enhancement. Streamlining certain functions and incorporating additional features are perennial areas of consideration for ongoing improvement.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Mark
Media Production, 1-10 employees
More than a year
October 2021
Grest software, runs my business
Grest software, runs my business
Pros
I value the organizing functionalities, connectivity capabilities, swift performance, outstanding support, and consistent updates provided by the software.
Cons
The learning curve was steep, but the effort paid off in the end.
Ease of use
6
Value for money
10
Customer Support
10
Functionality
10
Ingolf
Health, Wellness and Fitness, 1-10 employees
More than a year
October 2021
Daylite Review
Daylite Review
Pros
I use it to keep track of customers' next steps and integrate it with other Mac applications.
Cons
Integrating took a while, I found myself reaching out to support frequently initially. The tutorials didn't flow smoothly.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Brandon
Commercial Real Estate, 1-10 employees
Less than 6 months
October 2021
A great tool for team collaboration
A great tool for team collaboration
Pros
The team dashboard allows me to quickly assign tasks and create work lists to track who is doing what. It's also great that it syncs with my AppleMail, so everyone can see what's being communicated to the client or prospect.
Cons
I think there's a bit of a learning curve, mainly due to its numerous features; it could be more intuitive. I also wish it wasn't limited to Mac iOS.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Laurinda
Marketing and Advertising, 1-10 employees
More than a year
October 2021
The Best Rock-Solid Business Management Software (on any platform)
The Best Rock-Solid Business Management Software (on any platform)
Pros
As my firm grew beyond just me, I needed a solution that allowed me to leverage my team without adding complexity. Daylite became the go-to for creating workflows, managing contacts, running a calendar, and, in short, making it possible to run my business from anywhere.
Cons
Like any good software, there's a learning curve to using it effectively. Even mastering just 10% of its capabilities puts you ahead. With time, you'll enhance your usage and find it indispensable.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Victor
Law Practice, 1-10 employees
More than a year
September 2021
I love Daylite!
I love Daylite!
Pros
I love the ability to pre-program tasks to populate at each pipeline stage.
Cons
I'm a bit puzzled by the permissions and teams concept.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Julie
Financial Services, 1-10 employees
More than a year
September 2021
Its not half bad
Its not half bad
Pros
I find the integration with other software we utilize, like Apple Mail and Diaries, to be quite beneficial and enhances our overall workflow efficiency.
Cons
The templates are quite clunky and basic, but they serve their purpose for generating quotes.
Ease of use
8
Value for money
6
Customer Support
8
Functionality
8
Steven
Telecommunications, 1-10 employees
Less than 6 months
September 2021
Great CRM for Mac
Great CRM for Mac
Pros
The interface is well-designed and intuitive. It's straightforward and helpful in integrating clients, projects, calendar events, and employees into one easy-to-navigate platform.
Cons
Sometimes the search function seems to struggle, but overall, it's a great tool.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Michael
Architecture & Planning, 1-10 employees
More than a year
September 2021
Fantastic Platform!
Fantastic Platform!
Pros
I've used this CRM for over 15 years now. The ease of use combined with the responsive customer service team makes this platform a real winner for me!
Cons
Currently, nothing comes to mind.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Robin
Insurance, 1-10 employees
More than a year
June 2021
Daylite is...ok.
Daylite is...ok.
Pros
Daylite is fundamentally 'okay'. It's a standard CRM system with no real competitive edge or standout features. It does things adequately, though.
Cons
There are several clunky aspects, and sometimes options seem missing. If you expect mediocrity, you won't be surprised.
Ease of use
6
Value for money
6
Customer Support
8
Functionality
6
Floyd
Fund-Raising, 11-50 employees
More than a year
February 2021
Restricted to Mac and difficult to navigate
Restricted to Mac and difficult to navigate
Pros
I found it handy to have it automatically track emails and phone calls. Unfortunately, other difficulties meant I didn't use it much.
Cons
It's not intuitive and not easy for newcomers. It feels tailored more for existing users rather than new ones. Also, being restricted to Apple products makes it challenging for company-wide use.
Ease of use
4
Value for money
8
Customer Support
8
Functionality
8
Anonymous
Not Specified, 51-100 employees
More than a year
January 2021
A good CRM, but lacks integrations.
A good CRM, but lacks integrations.
Pros
To the extent that I've used it, it's simple. To me, it feels like a glorified phone book with a calendar. The GUI is pretty easy to navigate, and I like the organizational structure it provides for managing the data.
Cons
It feels like a standalone software lacking integrations. While I'm no Daylite expert, the difficulty in tracking time or invoices against customers/projects has always been a pain point.
Ease of use
8
Value for money
6
Customer Support
4
Functionality
6
Derek
Graphic Design, 1-10 employees
More than a year
December 2020
Manage client contacts and sales effectively
Manage client contacts and sales effectively
Pros
It can manage our projects and sales daily. It tracks potential sales and the progress of various projects assigned to our team members.
Cons
It's not beginner-friendly, but experience helps with operation over time.
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
Heather
Information Technology and Services, 500+ employees
Less than 6 months
December 2020
Over 15 years using this, and I LOVE IT!
Over 15 years using this, and I LOVE IT!
Pros
GREAT CRM! It does everything other CRMs do, but what most don't do today is PRINT! Yes, it prints a note card, letter, envelope, you name it, it prints it. Even a Postage Stamp, how inventive! Plus, I love how simple it is to teach people to use it.
Cons
As a devoted Mac user, the fact that it doesn't work on Windows doesn't bother me, but I can see how it might affect their sales.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Real Estate, 1-10 employees
More than a year
October 2020
Daylite for Real Estate - Pros & Cons
Daylite for Real Estate - Pros & Cons
Pros
The integration with core Mac products and the excellent user interface is impressive.
Cons
Experiencing crashes on the iPad when using the forms feature is frustrating. It would be beneficial to have pre-made templates for Real Estate and other industries as well.
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Gerald
Real Estate, 1-10 employees
Less than 6 months
July 2020
Terrible Customer Servixe
Terrible Customer Servixe
Pros
I can't really say anything good, especially when compared to other available products. The customer service is horrible. Don't bother; they won't respond.
Cons
Dealing with customer service was the worst experience ever. They rarely respond, and when they do, they are not helpful or respectful. It's been a dreadful experience. Businesses should avoid relying on them for office management.
Ease of use
1
Value for money
1
Customer Support
1
Functionality
1
WJ
Legal Services, 1-10 employees
Less than a year
June 2020
Terrible if you have big database - support is slow and no priorty given to issues
Terrible if you have big database - support is slow and no priorty given to issues
Pros
When the software is functioning properly, it essentially fulfills all of our business needs and requirements.
Cons
The ISO doesn't sync or work properly, a significant issue ongoing for six months now. Despite assurances, there have been no fixes, just promises from their engineering team. After six years of use, it's disappointing to feel like a low priority.
Ease of use
8
Value for money
3
Customer Support
3
Functionality
8
Jamie
Real Estate, 1-10 employees
More than a year
June 2020
Essential
Essential
Pros
This software is like an assistant to me. Once I input the information, I know it will remind me at the right time what I have to do.
Cons
The app has many limitations. While the mail assistant is good, it's complex to use on the go with an iPhone.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Benoit
Real Estate, 1-10 employees
More than a year
May 2020
Daylite Review
Daylite Review
Pros
It's easy to use, easy to enter data, and fairly intuitive. Capturing emails with mail integration is very easy.
Cons
Creating user reports is challenging due to the limited number of user-defined text and date fields.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Diense
Real Estate, 500+ employees
More than a year
March 2020
Daylite For Mac is Great!
Daylite For Mac is Great!
Pros
This program offers many different features and is affordable. It helps me keep track of tasks, manage lists, includes a calendar, and reminds me whenever I need. Even better, it keeps everything organized in one place!
Cons
One improvement for Daylite could be simplification. It should be easier for new users to get accustomed to with some sort of introductory guide.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Anonymous
Not Specified, 1-10 employees
March 2020
NO CUSTOMER SERVICE FOR CLOUD
NO CUSTOMER SERVICE FOR CLOUD
Pros
It is smooth and simple to train others to use this software effectively, and it also boasts a robust and reliable CRM system.
Cons
Moving from our own server to the cloud was the worst decision we made.
Ease of use
7
Value for money
2
Customer Support
2
Functionality
7
Rick
Shipbuilding, 1-10 employees
More than a year
February 2020
LOVE IT!
LOVE IT!
Pros
I highly recommend this CRM if you are a Mac OS user and looking for a very good and affordable CRM tool.
Cons
My only complaint is related to OS compatibility. Since our company switched from Mac OS to Windows OS, we couldn't continue using Daylite. It's disappointing that it's not Windows-based.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Anonymous
Not Specified, 1-10 employees
More than a year
February 2020