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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
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What is Daylite?
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
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Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.marketcircle.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $39 per month per seat
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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 Small Businesses (1-50 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% |
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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!
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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:
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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.
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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.
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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
(1-4 of 4)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.
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- 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.
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- 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.
May 17, 2019
Great Mac Based CRM
I use this as my main CRM software. I use it for email management as well as client interaction tracking. I am able to import and export lists for use in other applications and also sync it with my mobile devices for easy access to client specific information when I am working remotely.
- Integrates with Mac Mail to automatically catalog email exchanges with both individuals and companies.
- Allows for robust customization to meet the specific information needs of my company
- Acts as a hub for daily activities and tasks
- The mobile apps are not as nearly robust as the desktop version
- UI could stand to be less clinical and a bit more visually pleasing
- Ability to integrate with other apps more easily
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- It absolutely keeps me informed on my client interactions
- Centralizes my tasks and to-dos
- Integrates nicely with LinkedIn for greater reach and deeper information.
Web based and for me not ideal.
March 23, 2017
Daylite, my main organization tool
Daylite is probably the software I use the most, both in its desktop and mobile versions. It helps organizing my whole life should I say, both professional and personal. My multiple activities require a very tight management of tasks, contacts and schedule. Daylite allows all of this, and the ease of synchronisation with the mobile app is therefore essential. I am an independent, and use it alone, but I guess it is a good teamwork tool as well.
- Calendar : much more powerful than the basic Apple Calendar, it allows to schedule all kind of meetings, repeated or not, and to link them with contacts, categories or documents. The sync with mobile apps, both on iPhone and iPad, is perfect.
- Contacts : a vital part of the software, as I manage contacts in many categories, and can with Daylite both have them I select only on my iPhone, but have multiple search criteria which are very helpful for my emailing list management for example.
- Tasks : as an independent musician, producer and manager, I have a huge number of tasks to organize and coordinate. This is vital for my activity, and I save a lot of time with Daylite, as everything is with it simple and effective in order to create tasks, link and follow them.
- I still do not use the Project part as much as I could do, even if I tried several times. I think some improvements could be done with the interface, in order to make it more intuitive.
- The software is intented to be used with a US/Canada logic. It would be nice to be able to organize fields in the contacts in a different way, more logical to the different countries it is used in. Each country puts zip codes in different place for example.
- It would also be nice to have the possibility to assign a contact to several categories, and to create sub-categories.
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- As it helps organizing my time, which is the only important value there is in life, it is essential and priceless
- Daylite is not a cheap software, but it is without a doubt the best return on investment I've had in my life with a software.
- Well, as I am already a control freak, it probably does not help me to procrastinate ;-). But I promise I take free time without looking at it when I'm not working. It actually also helps to organize the free time periods, and keep them empty with meetings of any kind ;-).
I actually jumped to Daylite when the company managing Now Contact & Now Up to Date (which was a pretty good software) collapsed. I tried several solutions, from File Maker to others, but several of these companies are disappearing one after the other, which is a real problem with a database management. You need to trust a software on the long term for that, and Daylite is the best option I found until now.