Daylite for Mac

CRM & Project Management for teams of 1-100 that use Macs

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:

$39.99/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Daylite for Mac

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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

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

Supported Languages

English

Pricing starting from:

$39.99/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Daylite for Mac

Images

Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.
View 8 more
Daylite for Mac video
Daylite for Mac video
Daylite for Mac video
Daylite for Mac Software - Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite for Mac Software - Manage Up to 5X More Projects with Daylite
Daylite for Mac Software - With Daylite, you and your team can close more deal and increase revenue!
Daylite for Mac Software - Know what's on your plate so you're prepared for each call and meeting every day.
Daylite for Mac Software - Daylite keeps you on the ball by organizing all the client communication and details in one place.

Features

Total features of Daylite for Mac: 75

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Business Process Automation
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • File Sharing Software
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Idea Management Software
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Membership Management Software
  • Milestone Tracking
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Portfolio 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 Software
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third Party Integrations
  • Third-Party Integration
  • Traditional Methodologies
  • Volunteer Management Software
  • Workflow Configuration
  • Workflow Management Software

Alternatives

Act!

3.7
#1 Alternative to Daylite for Mac
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Things

4.9
#2 Alternative to Daylite for Mac
Things by Cultured Code is a task management software designed to help iOS, Mac, and Apple Watch users handle structured...

Referral Maker CRM

4.3
#3 Alternative to Daylite for Mac
Referral Maker CRM is a cloud-based software designed to help sales agents and real estate businesses manage leads,...

Claris FileMaker

4.3
#4 Alternative to Daylite for Mac
Claris FileMaker is a custom application development platform that allows businesses to create unique applications that...

Reviews

Overall rating

4.6 /5
(346)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support Software
4.5/5

Already have Daylite for Mac?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 346
Adrian
Overall rating
  • Industry: Financial Services Software
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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

Stephen
Overall rating
  • Industry: Newspapers
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Why we use Daylite as a media company

Reviewed on 06/10/2022

Daylite is just easy to use. We spend very little time during induction teaching people how to use...

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.

Pros

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

Cons

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.

Alternatives Considered

monday.com and HubSpot CRM

Reasons for Switching to Daylite for Mac

Daylite was the most configurable and easiest to use

Response from Marketcircle

Hi Stephen - Thank you for your feedback. It's fantastic to hear that, because Daylite works offline, it helps you and your team stay up to date with your projects. Thank you for your support!

Michael
Overall rating
  • Industry: Construction
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Still waiting for Daylite to catch up

Reviewed on 30/01/2020

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very...

I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.

Pros

It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.

Cons

It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.

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 Software
  • 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

Insightly and Salesforce Sales Cloud

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.
Breanne
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 Software
  • 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!

Showing 5 reviews of 346 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:

  • Starting from: $39.99/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

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 14-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 Software, Chat

Related categories

See all software categories found for Daylite for Mac.