Great Mac Based CRM
Dana Hursey | TrustRadius Reviewer
May 17, 2019

Great Mac Based CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Daylite

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
  • 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.
It is probably the best Mac based CRM I have found. I am generally very content with it and wish it had broader use so as to be looked at for integration with other platforms more often. Its Mac integration is quite good though. I love the ability to take it on the road with the mobile apps and look forward to those being developed further.

Daylite Feature Ratings

Task Management
8
Resource Management
8
Gantt Charts
8
Scheduling
9
Workflow Automation
6
Team Collaboration
7
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
3
Email integration
9
Mobile Access
8
Timesheet Tracking
Not Rated
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
Not Rated
Invoicing
Not Rated
Project & financial reporting
Not Rated
Integration with accounting software
4