What Is Daylite for Mac?
Daylite is a powerful Mac & iOS CRM (Customer Relationship Management) that helps teams manage more clients, close more deals, and complete more projects. Designed for small businesses on Macs, Daylite supports many built-in Apple features such as Apple Mail, Caller ID, Siri, Notification Centre, and more.
Daylite offers complimentary onboarding support to help you get the most out of Daylite. For over 20 years Daylite has been helping people grow their business.
Who Uses Daylite for Mac?
Professional services firms and creative agencies that need to manage clients, deals, and projects. For Mac-based businesses (Not available for PC or Android)
Where can Daylite for Mac be deployed?
Daylite for Mac videos and images
Features of Daylite for Mac
- Access Controls/Permissions
- Business Process Automation
- CRM Software
- Calendar Management
- Calendar/Reminder System
- Campaign Management Software
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management Software
- Customer Database
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management Software
- Document Storage
- Email Management Software
- Email Marketing Software
- File Sharing Software
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Small Businesses
- For Startups
- For iPad Devices
- Forms Management
- Idea Management Software
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- Membership Management Software
- Mobile Access
- Opportunity Management
- Pipeline Management
- Portfolio Management
- Project Planning/Scheduling
- Referral Tracking
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management Software
- Sales Pipeline Management
- Social Media Integration
- Task Management Software
- Third Party Integrations
- Third-Party Integration
- Workflow Configuration
- Workflow Management Software
Alternatives to Daylite for Mac
Reviews of Daylite for Mac
Why we use Daylite as a media company
Comments: 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.
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
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.
Reasons for Switching to Daylite for Mac: Daylite was the most configurable and easiest to use
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!
Game changer for small business
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.
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.
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!
Over 15 years using this, and I LOVE IT!
Comments: I started with Daylite back in the early days of Daylite. I was on ACT but I wanted some thing that was a little more use friendly and less costly. I was one of the first with my graphics business and was with Daylite until I started my Real Estate business. Everyone said "Get a REAL Real Estate CRM" so I spent 3 years trying everything, and spent MANY THOUSANDS on software. None of them printed, most of them were expensive, most of them focused on Lead Generation, but we use Boomtown for this, so I do not want this, because you cannot beat Boomtown for lead generation. I wanted a KICK ASS CRM so when a lead turns to a real prospect, I then move them over to Daylite and off we go. Today I print note cards, letters, mail pieces, track all my past clients, keep in regular contact with them all, and my business has grown over 300%! So at the end of the day I am making $000,000 more than every before, and most of this is due to a great CRM, good team here are Remax, and selling for the worlds #1 brand..... LOVE WHAT I DO!!!
GREAT CRM, it does everything that other CRM's do, but what most do not do today is PRINT! Yes print a note card, letter, envelope, you name it, it prints it. Yea a Postage Stamp, how inventive! Plus I love how easy it is to teach people to use it.
I am a MAC NUT, so the fact is does not work on a Windows machine, is fine for me, but I would think this hurts their sales.
Alternatives Considered: Act!
Reasons for Choosing Daylite for Mac: I switched back to Daylite, shame on me for leaving you. My bad!
Reasons for Switching to Daylite for Mac: Does not support Google Calendar on Mac.
Hi David. Thank you for such an amazing review! We're thrilled to hear you enjoy our CRM functionalities in your Real Estate practice. Thank you for your ongoing support!
Comments: Absolutely love the product. Marketcircle continues to update and revise the software. Would love if the developers came out with more detailed specifics for the Real Estate.
Easy to use, easy to enter data, fairly intuitive. Very easy to capture emails with mail integration.
It is difficult to create user reports, there are only a limited number of user defined text fields and date fields.
Reasons for Choosing Daylite for Mac: Daylite seemed better suited for my business and seemed less difficult to use.
Switched From: Act!
Reasons for Switching to Daylite for Mac: Daylite seemed a better fit for my business.
2 years ago
Hi Diense, Thanks so much for taking the time to review Daylite! It's awesome to hear mail integration is helping you! We hear you on reports and custom fields - we've passed this along to our developers!
Helps me to Get Things Done
Comments: I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.
It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.
It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.