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Daylite

Daylite

Overview

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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Recent Reviews

TrustRadius Insights

Daylite has emerged as a highly customizable CRM software that effectively manages clients, conversions, and project completion. Users …
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Pricing

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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
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Product Details

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 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

Screenshot of Daylite app shown on both iPhone and Mac

Daylite Video

The 5 Sales Funnel Stages and How to Optimize To Convert More Leads

Daylite Integrations

Daylite Technical Details

Deployment TypesOn-premise
Operating SystemsMac
Mobile ApplicationApple 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.

HubSpot Sales Hub, Zoho CRM, and Insightly are common alternatives for Daylite.

The most common users of Daylite are from Small Businesses (1-50 employees).

Daylite Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)100%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
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Comparisons

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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!

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:

  1. 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.

  2. 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.

  3. 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

(1-10 of 10)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The value Daylite provides is well worth the investment.
  • A CRM is necessary to keep contacts and companies' details together, and Daylite does a good job at this.
  • Daylite is not the most expensive CRM out there. It is a good choice.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Daylite has saved us hours of back and forth between teams because you can refer to a client account in Daylite and see al the most recent notes and emails.
  • One of our business objectives to be friends with our clients and Daylite helps us accomplish this because we can leave notes on an account with helpful info we have learned about a client and it helps the clients feel how we all know and care about them because we remember things they've told us!
  • Daylite helps us track our sales so we don't bug people over and over and so we can customize quotes for clients. This has helped us keep track of things and in teh end make more sales!
Darren Mihalic | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • We are able to manage the contacts of our clients.
  • It helped in uplifting our business and to generate more revenue out of it .
  • We are accomplishing projects on time and managing clients in a better way.
Alena Burda | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Olivia Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Fred ALPI | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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 ;-).
Pattie Covert | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
  • We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
  • A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
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