Daylite Reviews

“Brilliantly connects everything for Mac

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.

“Perfect project management and CRM in one system

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.

“Works smoothly with apple mail & calendar

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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.

“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.