Daylite by Marketcircle is the best CRM tool for Apple Mac OS users for individuals or organizations.
May 10, 2022

Daylite by Marketcircle is the best CRM tool for Apple Mac OS users for individuals or organizations.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Daylite

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.
  • 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.

Do you think Daylite delivers good value for the price?

Yes

Are you happy with Daylite's feature set?

Yes

Did Daylite live up to sales and marketing promises?

Yes

Did implementation of Daylite go as expected?

Yes

Would you buy Daylite again?

Yes

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.
The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.

Daylite Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Lead management
9
Task management
8
Pipeline visualization
9
Custom fields
10
Custom objects
7
Role-based user permissions
9
Mobile access
10