Daylite Reviews & Product Details

I enjoy the way Daylite allows me to organize my clients, opportunities, and tasks. I can easily see a few different panes of my most active cases, as well as any outstanding tasks and my daily schedule, all at once and have begun to use the Daylite calendar to organize my personal events as well as work events due to its integration with Apple Mail and Calendar. Any time we have needed assistance, the Marketcircle team helps us find a solution to keep Daylite running smoothy for our firm. It is the first thing open on my computer every day, and out of all the programs and platforms we use, causes us the least grief! Review collected by and hosted on G2.com.

There is very little, but it seems like there is room for improvement on the automatic tagging feature when it comes to projects, contacts, and attachments from email. Review collected by and hosted on G2.com.

Offline Capability

SmartLists

Sales + Project Pipelines

Daylite Mail Assistant* (see dislikes for caveat) Review collected by and hosted on G2.com.

No Sync / Integration with Office 365

Like many small businesses, we use Microsoft 365 for Identity, Collaboration, File Repository and Email Hosting. There is no integration / sync from Daylite to Office 365 Calendar or Contacts. If you or your clients use MS Teams or Outlook for for calendar management / scheduling this is a HUGE pain point and prevents one from using Microsoft Booking functionality. Especially when you or clients need to reschedule events.

Not Compataible with MacOS Sonoma.

At the time of writing Daylite is not compatible with MacOS Sonoma due to issues with the Daylite Mail Assistant. Also - acessing customer support from the Australian timezone can be challenging.

UI Dated

Whilst there have been some recent improvements to the iOS UI, the MacOS is feeling a a bit dated/tired and would benefit from being modernised to improve user experience. Especially when entering data into objects

Basic Features Require User to Purchase Add Ons.

Some features that should be included in the Dayklite system (e.g. Custom Fields for Objects with Drop Downs, Unique Opportunity or Project Numbering) require an additional subscription from a 3rd party provider. Review collected by and hosted on G2.com.

Daylite makes it easy to keep track of my clients, opportunities, tasks, and communications. It is an essential tool. Review collected by and hosted on G2.com.

There have been times when I have encountered issues, However,each time they have been resolved quickly and professionally by the Daylite Customer Support team. Review collected by and hosted on G2.com.

We have been using Daylite for about ten years and it is at the heart of our marketing operations. The contact management system is installed on my iPhone, Macbook Pro and other Apple devices, which means that I always have my entire database with me wherever I go. Review collected by and hosted on G2.com.

Not really a downside for us, but Daylite is only available for Mac users. When we were using PCs we used ACT and Daylite was the most compatible system to transfer over to and we haven't looked back. Review collected by and hosted on G2.com.

It works. Works great right out of the box but can also be tweaked to your specific & expanding needs as time goes on. Review collected by and hosted on G2.com.

Can't really think of anything I'd want to change about it. Review collected by and hosted on G2.com.

This tool is one of the best in the market and helping others to simply handle their complex tasks. Review collected by and hosted on G2.com.

No dislikes so far its amazing and iam loving it. Review collected by and hosted on G2.com.

Total integration with Billings and super easy to navigate. The system is user-friendly, easily customisable and visually very appealing. Infinite possibilities to create stages, CRM info and customer data, project management and much more. Review collected by and hosted on G2.com.

Because the question is asking me to focus on the negative aspects of the software, I have wracked my brain to try and think of things I dislike about the software. I can't think of anything. Genuinely. It is awesome and the developers update so often, there is always something new to learn from or a new/improved feature. Review collected by and hosted on G2.com.

Native integration with all Apple platforms puts it ahead of other SAAS solutions for macOS users. Includes email, tasks, contact, calendars, and more. As an example, emails are automatically linked to matching contacts, accounts, opportunities, and/or projects regardless of which Apple platform you are using. And Daylite can support multiple email accounts simplifying your life if you are an independent consultant. I often have 3-6 different email accounts for various clients. Daylite helps keep them straight and tied to the right client. Review collected by and hosted on G2.com.

Being a long-time Apple device user, Marketcirle's focus on Apple platforms is great for me. While this does make them somewhat unique for business applications, it does limit their user base. Even for relatively small organizations, there may be someone who needs access to the data but uses a Windows or Android device. In my opinion, it would be a plus for them to offer a web-based user interface for those customers without macOS or iOS devices. Review collected by and hosted on G2.com.

I've use Daylite for well over a decade and appreciate the utility and flexibility of the software. It's convenient to use is valuable to help me run my small business. Review collected by and hosted on G2.com.

Daylite took me a while to learn a long time ago but their customer service has always been there to help out. It's much easier to use than when I started out though. Review collected by and hosted on G2.com.

I love that to start, there's an outstanding amount of customer resources to help with troubleshooting and exploring features that are simple, intuitive, and informative. Beyond that, they also make it incredibly easy to contact their customer support team if you experience problems or if you have any questions regarding their platform. Every time I've reached out via email, I get a response within minutes, and the problem is typically resolved just as quickly. In the rare instance that a potential product improvement is uncovered, their support team is careful to listen and understand our concerns or suggestions so that they can provide the full context of our pain point to their development team. I continue to be impressed by this team from all the improvements they've made to both improving performance and query load speed times, to come up with new features that have allowed us to be more productive and effective as an organization.

In the past, I've used Salesforce and in my experience, whether it was Salesforce Classic or Lightning, it always felt notoriously slow, cumbersome, and needly complex to perform simple functions and the customer service experience was always "meh." You might get to the solution you need, but you were never really crazy about it, and if you wanted to make a feature recommendation you never really felt confident that it was actually going to go somewhere. Review collected by and hosted on G2.com.

There's not much I can think of. I don't believe that there's a feature to send mass emails through them, but it's never something we've explored since we've always been comfortable exporting contact lists to Mailchimp to send out campaigns, and there isn't a feature to directly create or log calls or invite someone else such as a sales manager to be able to sit in on the call in the background to provide feedback. Our organization logs call notes manually and work in pairs when having calls with a customer/client which allows us to always have one person typing up notes. If you're looking for a CRM that has more features to simplify that type of sales/outreach experience, then this may not be the best fit. Review collected by and hosted on G2.com.