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.

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.
Pros
- CRM Management.
- Filtering and Smart Lists.
- Integrations with other tools.
- Apple Mail Integration.
- Data Management.
- Opportunity and Project Management.
Cons
- 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
Comments
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