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
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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
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 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% |
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!
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- Pros
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- 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:
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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
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
May 10, 2022
Daylite by Marketcircle is the best CRM tool for Apple Mac OS users for individuals or organizations.
We have used Daylite in the business for over 12 years. We are quite happy with Daylite and its ability to manage a very large CRM database. We have over 27,000 Companies, 15,000 contacts, and thousands of projects and opportunities. Apple Mail integration helps link emails and attachments into a central database for an easy-to-use central repository and customer/project history. If we need to look up history on a project or the status of an Opportunity, all staff just need to go to one place to find it all. The filtering abilities and fast searching are amazing and very versatile. I have not seen another CRM with this ability, speed, or ease of use for searching. These searches can then be saved as smart lists and shared among the organization or specific teams. Integration partner iOSXpert has some really good tools to extend the features of Daylite, too, such as Web Forms, automation, and MailChimp Integration for email marketing. Daylite Cloud now easily connects to Zapier for integration and automation with hundreds of other cloud solutions. With this, there are so many more options available to the company and various team needs. Tracking the many opportunities, contact forms from websites, projects, and all the people and companies we work with - Daylite has been key in keeping this information straight and at our fingertips.
- CRM Management.
- Filtering and Smart Lists.
- Integrations with other tools.
- Apple Mail Integration.
- Data Management.
- Opportunity and Project Management.
- It would be great to have a web-based Daylite so that Windows users could use this as well.
- Multi-Factor Authentication is needed as soon as possible.
92.5%
9.3
N/A
N/A
90%
9.0
80%
8.0
90%
9.0
85%
8.5
90%
9.0
N/A
N/A
N/A
N/A
100%
10.0
- 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.