TrustRadius Insights
Daylite has emerged as a highly customizable CRM software that effectively manages clients, conversions, and project completion. Users …
Starting at $39 per month per seat
View PricingOverview
What is Daylite?
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
Recent Reviews
Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.marketcircle.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $39 per month per seat
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Daylite?
Daylite is a CRM and business productivity app that helps small businesses build stronger client relationships and close deals, then deliver on their commitments efficiently which increases revenue. Unlike classic CRMs that are built for “the boss” to report on sales with fancy charts, Daylite is designed to support day-to-day work, not create it. Unlike most CRMs that are web-based, Daylite is a real macOS and iOS app that works seamlessly with many of the built-in Apple apps, and all the Apple devices, you know and love! Plus, in keeping with the elegance and power of leading Apple apps, Daylite doesn't need a fleet of admins to run it. Normal teams can do great things with their businesses in Daylite.
Daylite helps small business worried about client communication, details, or follow-ups slipping through the cracks, not knowing how many deals are in the pipeline and what needs to be done next to close the deal, and not having visibility on what’s been done or what needs to be done next on projects. Users of Daylite have been able to manage more clients, close more deals, finish more projects, and grow more efficiently!
Daylite helps small business worried about client communication, details, or follow-ups slipping through the cracks, not knowing how many deals are in the pipeline and what needs to be done next to close the deal, and not having visibility on what’s been done or what needs to be done next on projects. Users of Daylite have been able to manage more clients, close more deals, finish more projects, and grow more efficiently!
Daylite Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
CRM Reporting & Analytics Features
- Supported: Pipeline visualization
Customization Features
- Supported: Custom fields
- Supported: Custom objects
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
Daylite Screenshots
Daylite Video
The 5 Sales Funnel Stages and How to Optimize To Convert More Leads
Daylite Competitors
Daylite Technical Details
| Deployment Types | On-premise |
|---|---|
| Operating Systems | Mac |
| Mobile Application | Apple iOS |
Frequently Asked Questions
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
Daylite starts at $39.
The most common users of Daylite are from Mid-sized Companies (51-1,000 employees).
Daylite Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 100% |
| Mid-Size Companies (51-500 employees) | 0% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
Compare with
Reviews and Ratings
(35)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Daylite has emerged as a highly customizable CRM software that effectively manages clients, conversions, and project completion. Users have praised its rich features, such as email syncing and document management, for significantly improving workflow and boosting productivity. With its contact management feature and templates, Daylite has proven to be an effective tool for organizing and delivering projects on time. Moreover, its integration capabilities have allowed users to seamlessly connect with other ecosystems, making it adaptable for different types of firms. The clean dashboard, modern UI, and ease of use have made Daylite a preferred choice for businesses seeking a streamlined approach to work management. Its ability to import/export lists and sync with mobile devices has also made it a valuable tool for remote work and tracking client interactions. In both professional and personal settings, Daylite has become an essential CRM software for organizing tasks, contacts, and schedules. It has played a crucial role in keeping teams organized and coordinated, especially in project management, billing, and sales departments. The integration with Apple Mail has streamlined email management and created a central repository for customer project history. Daylite's filtering abilities and fast searching have been highly praised for their versatility and ease of use. Additionally, Daylite's integration with partner tools like Zapier and MailChimp has expanded its capabilities by offering more options for automation and integration with other cloud solutions. Overall, Daylite provides users with the necessary tools to track and monitor client accounts, communications, sales opportunities, ensuring that all relevant information is easily accessible.
Modern and Easy-to-Use Interface: Many users have praised Daylite for its modern and easy-to-use interface, stating that it allows for simple navigation and quick access to information on the platform.
Seamless Integration with Apple Services: Several reviewers have appreciated Daylite's seamless integration with other Apple services such as Mail, Contacts, Calendar, Siri, and Notes. This integration creates a friendly environment that makes it effortless to access any information on the platform.
Efficient Email Processing Capabilities: A number of users have highlighted Daylite's efficient email processing capabilities. They have mentioned being able to easily process, store, and pin emails within the software. Additionally, they appreciate the ability to create sticky notes during meetings to assist clients.
Slow Performance on iOS Devices: Several users have reported that Daylite becomes slow and unresponsive when used on iOS mobile devices. This issue has caused frustration among users, leading to the need for multiple login attempts.
Limited Features in Mobile App: The mobile app of Daylite is lacking important features such as appointment reminders, resulting in missed meetings with clients. Some users feel that the app is in need of an upgrade to provide a more comprehensive and efficient experience.
Challenging Installation and Configuration: Users have found it difficult to install and configure Daylite compared to other similar products. This complexity adds an extra layer of difficulty for new users who are trying to set up the software for their organization.
The most common recommendations from the user reviews are as follows:
-
Users recommend taking advantage of the learning materials and exploring the configurable options in Daylite. They find the software intuitive and easy-to-use once you understand its capabilities. They suggest spending time thinking through workflows to maximize the benefits of Daylite.
-
Users mentioned that Daylite is a valuable program for collaboration and data management. They recommend it for startup and mid-tier companies. However, some users feel that it may not be user-friendly and interactive enough for certain use-cases. They suggest adding the capability to interact with other APIs to enhance its functionality.
-
Users highly recommend Daylite for Mac users who want to improve their business processes and client relationships. They find it to be a reliable contact manager with good customization features and cost-effectiveness. Some users advise getting training before using Daylite to improve workflow efficiency, while others suggest trying the demo version or using the free trial to evaluate its potential.
Overall, users find Daylite to be an alright software that offers good collaboration and data management capabilities. While there are suggestions for improvement in terms of user-friendliness and API integration, users appreciate the software's intuitiveness, customization options, and effectiveness in managing contacts, processes, tasks, and projects.
Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
September 06, 2021
Best CRM available for IOS devices to manage all operations in business
Daylite is one of the best CRM's built for iOS which deals in managing the clients, engaging more clients, helps in closing more deals, and finish[ing] more projects. It is loaded with rich features like email syncing, it attaches all the emails immediately without wasting time from the slide bar. It allows [you] to have a track on the project, helps in maintaining good workflow, and works perfectly on the Mac devices without getting slow and [causing a] delay in working.
- Its interface is quite modern and easy to use.
- Another feature that stands out [about] Daylite is its integration with other Apple services. It integrates with mail, Apple contacts, calendar, Siri, and notes which collectively creates a friendly environment to access any information on the platform easily.
- The dashboard is pretty much simple and helpful as the user does not need a high level of knowledge to navigate things on the platform.
- Customer support is professional.
- The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
- Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- The support team is working quite impressively. [They are] always responsive to the user’s queries and respond in little time to provide a solution to the query.
- It is enhancing the productivity in our organization.
Daylite is dragging us towards success and giving reliable features. The developer and technical team listen to the feedback about the platform and correct the errors and bugs in the limited time frame. It helps in managing the project's progress, track the overall completion of project, plan, creates and performs with having a feature of adding a reminder to the task and helps in easily managing the finances too.
July 06, 2021
Brilliant CRM for managing business operations
Daylite is one of the best CRM available in the marketplace for managing clients, more conversions, and finish more projects. It is an excellent, highly customizable program that allows me to organize and monitor my business operations in real-time. It is compiled of all the best features in terms of communication with clients and keeps track of every single piece of information regarding them. Overall it is playing a very important role in our company.
- Daylite is the part of our work for a very long time and it still has a lot of significance in managing the customer effectively.
- It has been a great find for us over the years as it is solving all the problems related to customers very efficiently.
- The biggest feature that stands out is the app interface. Clear and intuitive in nature. Easy to use, perfectly designed to work on easily.
- Its price is reasonable and provides efficient support.
- The appointment reminder of Daylite is not much responsive. Sometimes it misses the dates and doesn’t give the reminder of a particular task.
- Secondly, the mobile app on iPhone is not up to mark. It becomes slow while dealing with large files and tasks. Need a lot of updates to be helpful more. Exporting features needs a lot of attention as the system becomes slow while exporting files.
- Daylite must have more integration with apple mail to select multiple emails at the moment easily.
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- Daylite is an excellent platform to have more control over activities, contacts, and schedules.
- I can easily link our direct mail system to have marketing newsletter appear differently according to the individual.
- The central data link is very amazing.
Helping me to track the daily tasks, maintain good flow and keep a record of every single project. I have a lot of soft wares already in my organization which we are using to handle different processes in the organization, Daylite easily gets integrated with them and gives me all-in-one platform to manage all of my activities on one platform which is a great help for me.
I have been using this platform to sort out all the business processes easily. Fast customer support, a clean dashboard, and good integration helping me a lot. Definitely recommend to other businesses to use this platform for a good approach to the work. Designed with much-modernized UI and dashboard is very pleasing to use and to have the best experience on it. The support team is working quite impressive.
- It has all the features to easily track the project, attach emails and maintain a good workflow.
- I have been using this platform for a very long time in my organization for managing business processes.
- It helps me in managing the project, track the overall progress of the project, create and perform practically with the adding remainder of each and every task.
- The main drawback of Daylite that I have been facing for a long time while using this platform that it becomes very slow while using on IOs devices.
- I have to log in every time after some time of inactivity which takes a lot of retries to log into the platform.
- Secondly, the most usable features also have the bid flaw which is that the appointment reminders sometimes do not notify on the time, it does not notify about the meeting with the client which results in losing the client.
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- Always responsive to the queries and respond in less time to provide a solution to the query.
- The developer and technical team listen to the feedback about the platform and corrects the errors and bugs in the limited time frame.
Daylite is one of the best CRM available in the market dealing in more engagement of clients, helping in closing more deals, and finishing more projects. I have been using this software for a very long time in my organization, it is very easy to use with having the interface created on a very advanced module.