# Daylite Reviews **Vendor:** Marketcircle **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 171 ## About Daylite Feeling like your business is running you instead of the other way around? Daylite is here to help! It’s an all-in-one app built just for small business owners like you—designed to make managing clients, sales, and projects easier so you can focus on what matters: growing your business and doing what you love. Daylite works seamlessly across your Mac, iPhone, and iPad, keeping everything organized and in one place. No more jumping between apps or getting lost in messy spreadsheets. It’s your business, simplified. Choose the Plan That Works for You: CRM: Keep track of all your client info in one spot. With Daylite, it’s easier than ever to manage relationships, follow up on conversations, and stay organized, so you can spend less time chasing details and more time building connections. Sales: Keep your sales pipeline on track. Daylite helps you stay organized and focused, so you can move deals forward, close sales faster, and watch your revenue grow. Projects: Keep your projects running smoothly from start to finish. With Daylite, you’ll have everything you need to stay on top of tasks, deadlines, and milestones—all in one place. Business: Get the full package with Daylite Business. All the benefits of CRM, Sales, and Projects, plus extra features to keep everything running smoothly. It’s everything you need to manage your business in one easy-to-use app. Ready to Take Control? If you’re tired of feeling overwhelmed and ready to streamline your business, give Daylite a try. It’s designed to help you stay organized, save time, and focus on what you love. Download it today and start your free trial! Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has been developing business apps for Apple devices for over 25 years and has customers in over 80 countries. ## Daylite Pros & Cons **What users like:** - Users value the **customizability** of Daylite, allowing seamless adaptation to their unique workflows and needs. (1 reviews) - Users love the **customization** options in Daylite, allowing seamless adaptation to their unique workflows and preferences. (1 reviews) - Users love the **ease of use** in Daylite, enjoying straightforward setup and user-friendly features for quick productivity. (1 reviews) - Users value the **easy customization** of Daylite, allowing seamless adaptation to their unique workflows. (1 reviews) - Users value the **easy integrations** with tools like Mail and Calendar, enhancing productivity and reducing app-switching. (1 reviews) - Easy Setup (1 reviews) - Easy Tracking (1 reviews) - Feature Richness (1 reviews) - Integration (1 reviews) - Integrations (1 reviews) **What users dislike:** - Users face some **integration issues** with Daylite, limiting seamless connections with third-party applications. (1 reviews) - Users face a significant **learning curve** , requiring time to fully explore Daylite's features and customization options. (1 reviews) - Users find **limited customization** frustrating, desiring more flexibility in reporting and dashboard configuration options. (1 reviews) ## Daylite Reviews ### 1. Great Apple integration, but too many missing CRM features overall **Rating:** 2.0/5.0 stars **Reviewed by:** Lalit A. | Internshala Student Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Daylite?** The best thing is that it integrates really well in Apple ecosystem and with my apple mail inbox. If your entire team is on Mac, iPhones, iPads then it just works. The macOS integration feels like it actually native Apple app rather then a 3rd party app. The Apple Mail integration is also good, I can link emails to contacts and projects without directly with the Daylite mail assistant integration. Task creation is straightforward and assigning them to different team members is easy enough. So if your a small Mac-only team that just needs basic task tracking and contact management, it's okay but there are a lot of missing features to call it a proper CRM. **What do you dislike about Daylite?** Honestly, Everything! Where do I even start. The biggest dealbreaker for me honestly is theres zero automation inside the platform. I've used tools where you can build out workflows, set triggers, create flows that actually move things forward without you having to manually do every single step. Even wordpress plugins supports that and its not even a CRM. You can't build a flow, you can't set up a simple "if this then that" rule, nothing is available. Every action is manual which completely defeats the purpose of a CRM in 2024 when everything else has moved on. On top of that, the interface feels pretty old. Doesn't feel like a modern SaaS CRM tool at all. **What problems is Daylite solving and how is that benefiting you?** I started using Daylite in the hopes that it would help me centralise client management and streamline how my team handles every projects and follow-ups. It did solve the basic problem of keeping contacts and tasks in one place. I'm able to assign tasks to team members and see whos responsible for what and that is useful. Apart from that, syncing with Apple Mail so client emails are atleast linkable to the right contact. So on a very basic level it brought some structure to how we track things. But beyond that it hasn't really "solved" anything. I still have to manually do things that should be automated. I still have to jump between tools because Daylite just can't do everything in one place and isn't enough. The benefit is limited to organisation, not efficiency. It's basically a contacts app on steroids like airtable is spreadsheet on steroids + task management built into it. ### 2. Centralized Organization, Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Allen D. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Daylite?** I love how Daylite keeps me organized with everything in one place that is easy to access. It's great that all my emails and quotes are saved so I can refresh my memory no matter how long it has been. I also like that it keeps a copy of all my quotes, allowing me to see what I have quoted previously and if I got the order. Daylite is my primary go-to place, where I can link all my conversations and quotes to the customer file or individual person file. Additionally, I can select what and where I want things recorded. The initial setup was very easy, and their tech support is excellent at responding to questions. **What do you dislike about Daylite?** The email program has to be updated a lot, but I think most of that has to do with new software releases from Apple to their operating system. Daylite does a lot, so to get the full use of it, you will need to spend some time looking at instruction videos. **Recommendations to others considering Daylite:** Daylite is one if not the most valuable program I use. **What problems is Daylite solving and how is that benefiting you?** Daylite keeps me organized with everything in one accessible place, tracks my sales and orders, and saves emails and quotes for easy memory refresh. **Official Response from Thanny Schmitz:** > Hello Allen, Thank you very much for your review. We're happy to hear Daylite helps you centralize and manage your communications with customers. I will make sure to let our Customer Support teams know your feedback. Thank you for your ongoing support! ### 3. All-in-One CRM with Customization Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Yash G. **Reviewed Date:** January 31, 2026 **What do you like best about Daylite?** Daylite is a solid CRM tool that people love for being an all-in-one platform, combining CRM, tasks, and projects which means there's less app-hopping. It's customizable, letting you adapt it to your workflow rather than the other way around, and integrates nicely with tools like Mail and Calendar. Users also appreciate the smart suggestions from Daylite's AI that help prioritize tasks and close deals faster. The mobile app is great for staying updated and responding quickly on-the-go. Reporting is another highlight, providing clear insights to improve sales and project outcomes. Finally, users find the setup straightforward, with easy import of contacts and tasks from other tools, guided onboarding, and a quick start to productivity. **What do you dislike about Daylite?** Some users mention a learning curve as new users might need time to explore all features. There are customization limits, as some want more flexibility in reporting, like customizable report templates and deeper control over dashboard layout and custom fields. Additionally, a few third-party integrations could be smoother. **What problems is Daylite solving and how is that benefiting you?** Daylite organizes everything in one place, saves time by reducing tool switching, and improves team collaboration with centralized info. It features AI for task prioritization, a mobile app for on-the-go updates, and clear reporting for better outcomes. ### 4. NICE EXPERIENCE **Rating:** 5.0/5.0 stars **Reviewed by:** Arnoldo Ernesto R. | Translator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Daylite?** IT WAS EASY TO USE AND I DIDNT FIND ANYTHING HARD TO USE **What do you dislike about Daylite?** NOTHING EVERYTHING WAS WONDERFUL , IT WAS A NICE EXPERIENCE **What problems is Daylite solving and how is that benefiting you?** IT WAS A GOOD METHOD TO IMPROVE PRODUCTIVITY ### 5. Preferred legal CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Laura Ann N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2024 **What do you like best about Daylite?** 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! **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** Managing the flow of information about clients, potential clients, and firm administration matters Delegating tasks Corralling schedules ### 6. Used Daylite for years and love it but lack of Office 365 Contact & Calendar Sync is huge pain point **Rating:** 3.5/5.0 stars **Reviewed by:** John S. | Risk Advisory & Improvement Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Daylite?** Offline Capability SmartLists Sales + Project Pipelines Daylite Mail Assistant* (see dislikes for caveat) **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** Sales Pipeline / Opportunity Tracking - Single Source of Truth and Useful Pipelines. Basic Task Management - Worklist is great way to stay on top of to do lists and prioritise. Contact Management (*except issue with no sync to 365 is creating a problem) **Official Response from Thanny Schmitz:** > Hi John - Thank you for much for taking the time to leave a review and such a detailed feedback. Your review has been read with the highest interest by our product teams. We're currently working on a solution to integrate the Daylite Mail Assistant with Outlook and we'll continue to actively work on improving your experience. In the meantime, please know that we are here to support you. Our customer support teams are available to assist in integrating Daylite into your workflows. Thank you once again for your feedback and for being part of our journey. ### 7. User friendly, efficient and powerful CRM, great help whenever needed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2020 **What do you like best about Daylite?** E mails classified, project and leads follow up, search tool. Avaibility of data on mobile devices, Frequent updates in line with the OS changes **What do you dislike about Daylite?** There is nothing I dislike, all just fine **Recommendations to others considering Daylite:** Highly recommended, from our experience of several CRM through the years ( with Windows then Macs), DAYLITE is the best from far, it suits particularly small business and organisations in our view. **What problems is Daylite solving and how is that benefiting you?** As agent for several principals in different countries, we are the hub of communications between multiple contacts, several with the customers and several with the principals for various technical projects, the Daylite CRM helps us enormously to follow all and be on top of it; also projects sometimes run for a very long period of time, and the easiness of search for a particular document or message is great for us, including technical drawings, pictures, technical data sheets etc. Invaluable also the fact that we are both (we are a micro company with only 2 people) aware at all time of the files and their progress, including when travelling for business. **Official Response from Thanny Schmitz:** > Hello - Thank you for your review! We appreciate your ongoing support! ### 8. My problem was resolved very quickly, and professionally. A+ grade **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2024 **What do you like best about Daylite?** Daylite makes it easy to keep track of my clients, opportunities, tasks, and communications. It is an essential tool. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** I had a technical issue following installation of a new version of the product. It was quickly resolved. ### 9. Invaluable marketing resource for Mac users **Rating:** 4.5/5.0 stars **Reviewed by:** Simon T. | Director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Daylite?** 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. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** Keeping track of all our client details, media outlets, suppliers and prospects is so easy. All in-bound and out-bound emails are appended to the relevant record, which means you can delete all received and sent emails them from your email system. The notes section is very useful and the calendar and to-do features are great. When you set up a new meeting with a contact in Daylite they are sent an invite, which they can accept irrespectuve of whether they're Mac or PC users. **Official Response from Thanny Schmitz:** > Hi Simon - thank you so much for your review! It's fantastic to hear that you enjoy Daylite's calendar and to-do features on your Mac devices to easily manage your marketing operations. We're thrilled that Daylite helps you keep track of client details, suppliers, media outlets, and prospects. Thank you for your feedback and ongoing support! ### 10. Great CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Bill D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Daylite?** It works. Works great right out of the box but can also be tweaked to your specific & expanding needs as time goes on. **What do you dislike about Daylite?** Can't really think of anything I'd want to change about it. **What problems is Daylite solving and how is that benefiting you?** GIves our entire team a complete historic AND current real time view of a client & the service we're providing. **Official Response from Thanny Schmitz:** > Hello - Thank you for your review! We're thrilled to know that you and your team enjoy Daylite's customization and history features. Thank you for your ongoing support! ### 11. The best management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sidhant P. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2024 **What do you like best about Daylite?** This tool is one of the best in the market and helping others to simply handle their complex tasks. **What do you dislike about Daylite?** No dislikes so far its amazing and iam loving it. **What problems is Daylite solving and how is that benefiting you?** Work management, task scheduling, managing teams and schedules. **Official Response from Thanny Schmitz:** > Hello there - Thank you so much for your review! We're thrilled to hear you're enjoying Daylite in handling your daily tasks. Thank you for your support! ### 12. Daylite. THE best tool for productivity, planning and pipelining projects. **Rating:** 5.0/5.0 stars **Reviewed by:** Anton F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Daylite?** 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. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** Daylite is helping me to manage my clients, deal with project aspects such as costings, job spec, pipeline stages, email communications and integration to billings allows me to keep on top of invoicing. **Official Response from Thanny Schmitz:** > Hello Anton - Wow, thank you so much for this incredible review! It's fantastic to hear that you enjoy and appreciate Daylite's user-friendly interface, customizing possibilities, and project management features. We're very happy that you use Daylite to manage clients and stay on top of invoicing. Thank you for your ongoing support! ### 13. Daylite a great solution for small-biz CRM on macOS and iOS devices **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2023 **What do you like best about Daylite?** 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. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** Daylite offers comprehensive CRM features offered by most competitive solutions for small businesses. It helps me keep track of prospective clients in various stages, and track ongoing projects with current ones. There are group email features native to the app, and add-on integrations with MailChimp for more demanding email needs. Lists and new leads can be directly captured for simplify data management. **Official Response from Thanny Schmitz:** > Hello - Thank you for your review! We're happy to hear Daylite's linking capabilities and email assistant help you on your day-to-day business operations. We appreciate your feedback and ongoing support! ### 14. Great software, even better customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2022 **What do you like best about Daylite?** 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. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** I need to be able track my guests and the trips they've been on with me. It's nice to tell returning guests which guide they had 8 years ago and who their fellow travellers were. Having all this data on my desktop, iPad and iPhone makes it extremely convenient. **Official Response from Thanny Schmitz:** > Hello - Thank you for your great review. We're thrilled to hear that Daylite helps you out in your day-to-day business operations, helping with follow ups and client relationship. Thank you for your ongoing support! ### 15. Outstanding Customer Service & Ability to Identify and Improve UX **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel K. | Associate Photo Editor, Tech, Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2022 **What do you like best about Daylite?** 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. **What do you dislike about Daylite?** 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. **What problems is Daylite solving and how is that benefiting you?** As a whole we use Daylite as our primary CRM to track and log customer/client relationships, explore and identify new opportunities, and uncover trends in our data. **Official Response from Thanny Schmitz:** > Hi Daniel - Thank you so much for this incredible review and for your ongoing support! We are happy to hear you appreciate our customer support teams and that Daylite has helped you and your teams on day-to-day operations. Thank you! ### 16. CRM for small business owners **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Daylite?** It's surprisingly powerful. The interface which appears in Apple mail is extremely useful and means that relevant contacts etc are imported in one click - after initial setup. **What do you dislike about Daylite?** It's complicated in its capability which means that "how to set it up" for your context and type of business is unknown. I'd love to see use cases where one could select from a bunch of diverse statements those that closely resemble one's own biz context so a set of "set up settings" can be implemented from the get go so it's easier and more value adding from the get go. **What problems is Daylite solving and how is that benefiting you?** It's enabling me to get sight of all Comms and related activities etc. **Official Response from Thanny Schmitz:** > Hello Andrew - Thank you for your review! We're happy to hear you like Daylite Mail Assistant's interface and usability. We appreciate your ongoing support! ### 17. Daylite is an incredible business tool! **Rating:** 5.0/5.0 stars **Reviewed by:** George G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Daylite?** Daylite is the best contact, task, email and appointment management database I've ever utilized. **What do you dislike about Daylite?** None. I don't dislike anything about Daylite. **What problems is Daylite solving and how is that benefiting you?** Daylite keeps everything organized and gives me instant access to critical information for my business. **Official Response from Thanny Schmitz:** > Hey George - Thank you so much for your review! It's fantastic to hear you enjoy Daylite and that it helps you keep everything organized and easily accessible. We appreciate your support! ### 18. Director of Sales & marketing **Rating:** 2.5/5.0 stars **Reviewed by:** Tod W. | Director of Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Daylite?** I've used Daylite for close to 20 years. In that time, it has become the 'goto' repository for our data. **What do you dislike about Daylite?** The cost of using Daylite has become untenable. The supposed new features have zero impact on how we have used the product over time. **What problems is Daylite solving and how is that benefiting you?** Nothing **Official Response from Thanny Schmitz:** > Hi Tod W. - Thank you for your review! We’re sorry to hear about your frustration with Daylite. We're here to help! Please reach out to our Customer Support Team at support@marketcircle.com in regards to your pricing concerns as they will be able to take a look at your account and provide options. Thank you for your support. ### 19. Still seeing DayLite **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2020 **What do you like best about Daylite?** Daylite has great linkability, allowing for building a robust overview of a client and all my business activity. **What do you dislike about Daylite?** The UI is tired and needs updating to modern standards. They need to adopt a more ‘Kaizen’ approach to reducing the number of clicks to create links and relationships. **Recommendations to others considering Daylite:** Due to the slowness of entering data (because of the outdated interface), If you have a dedicated admin person you’ll likely be much happier with Daylite than has been my experience. It also crashes frequently, sometimes hourly. It makes it difficult to keep in sync with the mobile app because that requires a dedicated device to sync with the database. It isn’t a truly seamless sync because if the client isn’t open and running on that dedicated computer, any changes made on the mobile device simply don’t get synced in real time to the database. **What problems is Daylite solving and how is that benefiting you?** Appointment and task tracking are extremely useful when linking to projects and opportunities **Official Response from Thanny Schmitz:** > Hello there! We're very sorry to hear you've been having issues with your Daylite experience. Please know you can always reach out to our customer support teams so we can check out your Daylite version and find a solution for you. We appreciate your feedback and are happy that you enjoy Daylite's linking capabilities! ### 20. An Extremely Awesome CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy M. | Branch Manager Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Daylite?** Daylite accomplishes what no other program that I have used can. It synchronizes all aspects of our communication, tasks, appointments, email, etc with each business opportunity. It links each email, text, letter, document, contact, and employee, related to those opportunities so that all members of my team are able to work together at bringing each sales opportunity to a satisfactory close. And, the program is totally customizable to fit any organization in any industry. **What do you dislike about Daylite?** I can't think of anything about this program that I dislike. **What problems is Daylite solving and how is that benefiting you?** Daylite automatically generates tasks and appointments for all team members so that we are able to manage and track many transactions without any opportunities falling through the cracks. We are in the mortgage banking industry and are dealing with many consumers. It is easy to lose track of your client needs due to the shear number of people requesting assistance. Daylite prevents this from happening. **Official Response from Thanny Schmitz:** > Hi Timothy, thank you so much for your awesome review! We're thrilled to know Daylite helps you and your team work together and keep track of every moving part of your opportunities. Thank you for your ongoing support! ### 21. Modern CRM tool that provides bonus features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Furniture | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Daylite?** Daylite is jampacked with bonus features (sales tracking, product/project management, etc) that don't usually come with traditional CRMs. It allows companies to target leads based on filters that match their needs effectively. **What do you dislike about Daylite?** Daylite's user interface can be a bit overwhelming for users who are more accustomed to traditional cloud CRMs. Daylite requires some familiarization to effectively maximize its potential in seamless workflow integration. **What problems is Daylite solving and how is that benefiting you?** Daylite allowed us to keep track of our progress in lead generation, initiation, and closing. Moreover, we were able to effectively align with other team members due to its cloud-note features. **Official Response from Thanny Schmitz:** > Hello - Thank you for taking the time to leave a review! We're happy to hear that you like Daylite's project management and sales tracking features, and that it helps you and your team keep track of your leads while collaborating efficiently. Thank you for your support! ### 22. Don't look further **Rating:** 5.0/5.0 stars **Reviewed by:** Robert L. | Solutionnaire, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2022 **What do you like best about Daylite?** Fit all my Apple devices. Service is almost perfect and fast. Lot of features that saves times and fill my needs. **What do you dislike about Daylite?** Takes time to add version that suit Apple upgrades **What problems is Daylite solving and how is that benefiting you?** Almost all. Database, pipeline, tasks, mail and so much more. Everything integrates with Apple OS and on all devices. I am more productive. **Official Response from Thanny Schmitz:** > Hi Robert - Thank you for taking the time to leave us this awesome review! We're happy to hear you like our seamless integration with the Apple ecosystem and our productivity enhancing features. It's great to know our Customer Support teams are taking good care of you and your business. Thank you for your support! ### 23. Extremely good customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Philip C. | president, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Daylite?** The CRM is a very solid and well build software package. Easy to work with and outstanding customer support. It's fully integrated with Apple Mail and works offline, ideally while travelling. **What do you dislike about Daylite?** wish that some plugins would be included in Daylite itself **Recommendations to others considering Daylite:** The one and only MacOS CRM that is cloud-based but continues to work offline and syncs once reconnected. And fully integrated with Apple Mail. **What problems is Daylite solving and how is that benefiting you?** It's completely used as a the backbone CRM and works very good over the IOS apps, productivity is greatly improved by seamless integration across the IOS and macOS platform. **Official Response from Thanny Schmitz:** > Hi Philip, thank you for taking the time to review Daylite. We're happy to hear that Daylite helps you work offline, and that you appreciate our awesome customer support teams. Thank you! ### 24. My Seasoned Love Affair With Daylite **Rating:** 5.0/5.0 stars **Reviewed by:** Barry H. D. | Business Ministry Resource Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2020 **What do you like best about Daylite?** I EXPERIENCE phenomenal control over all my data, commitments, opportunities, and projects. I now excel at execution. There are fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite, an integrated solution for information management. When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love—Daylite. I have emotional scars from using other programs at $2100! That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle! This year marks my thirteenth anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful thirteen years since our new relationship began, and God forbid that I would do anything intentionally to betray that relationship. It wasn’t long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!” It has cost me dearly to arrive at a place of peaceful productivity—this speaks to the warfare surrounding bringing increasing order to the jurisdiction of your family and family business. I have the right tools that are serving me now. If you are not currently experiencing such a “relationship” with your digital/computing life, I can most certainly make the appropriate introduction to Marketcircle’s Daylite for the Mac so that you too can experience a similar transformational relationship with a functioning digital assistant. No more divorces! I’ve found my true love because she serves me well. **What do you dislike about Daylite?** There are no downside to this love affair. **What problems is Daylite solving and how is that benefiting you?** The final solution in relationship management for work life and home life. **Official Response from Tucky Wong:** > Hi Barry! Happy 13th-anniversary with Daylite! We're honoured to have a customer like you, and your continued support all these years. Thank you so much for taking the time in reviewing us, we greatly appreciate it. ### 25. Best CRM for Mac and Apple devices **Rating:** 5.0/5.0 stars **Reviewed by:** Thierry S. H. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about Daylite?** The key factor is that it is not web based! Data sync between my Mac and iPhone/iPad via Daylite Cloud seamlessly but the database reside on my device. The interface is robust and intuitive, no waste of time, I can link anything to everything with a simple click. I have been using Daylite since 2009 or so. The development is constant and goes in the right direction. Daylite support team is amazing. I honestly could not manage my businesses and projects without it. **What do you dislike about Daylite?** Not much. Only thing I can think of would be to have the same access to all features of the Mac version on the iPad. **What problems is Daylite solving and how is that benefiting you?** Daylite is a very efficient PA. I manage my entire business and life with it knowing that it will always remind me what the next step is. It is an all-in app that doesn't fail and allow me to be productive and proactive. **Official Response from Tucky Wong:** > Thank you so much for your continued support and for taking the time in reviewing Daylite, Thierry. We're honoured to hear that Daylite has been an important part of your business since 2009. Thank you!!! ### 26. Support for the Ages…Aged. Christian demonstrated phenomenal patience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Daylite?** We have been users since ACT dropped support for the Mac. Speed of response has been great and consistent. **What do you dislike about Daylite?** For the twenty years and the way we used it, DayLite has no negatives. **What problems is Daylite solving and how is that benefiting you?** Tracking account progress and invoicing. **Official Response from Thanny Schmitz:** > Hello - Thank you so much for your review! We'll make sure to pass this shoutout along to Christian and his team. Thank you for sharing your experience with Daylite. We appreciate your support! ### 27. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Rosivaldo S. | Assistente de açougueiro, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **Official Response from Thanny Schmitz:** > Hello Rosivaldo! Thank you very much for your feedback! We are very pleased to know that you use Daylite to manage your projects and organize your daily activities. We are also very curious to understand a little better how Daylite helps you with your projects. We look forward to hearing from you. Thank you very much for your support! =D ### 28. Decent software for Apple users only. Limited versatility **Rating:** 3.0/5.0 stars **Reviewed by:** Paul C. | Managing Partner Businessmastery.com, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Daylite?** Intuitive, great UI, Opportunities convert to Projects and can handle a large database of attsachments. **What do you dislike about Daylite?** Very small print for notes. Only works on Apple. Company doesn't seem to keep up with the newest changes in CRM **Recommendations to others considering Daylite:** The best CRM for the Mac and UI-friendly. They keep raising prices yet they have not updated their software to keep up with other CRMs features and tools **What problems is Daylite solving and how is that benefiting you?** Organizing and tracking sales leads and opportunities. **Official Response from Thanny Schmitz:** > Hi Paul! We're happy to hear you appreciate our Opportunities and Projects features, as well as our UI. Thank you for your feedback and ongoing support! ### 29. Fantastic customer & technical Service - Daylite **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2022 **What do you like best about Daylite?** I love the fact that I can keep email correspondence and appointments attached to a client in the one program so I can follow up easily. **What do you dislike about Daylite?** Sometimes there are so many possibilities and so many features, that I do not have time to learn them and understand how to use them - or if I even need to! I just don't have the time as a sole business owner to not only learn and work in my own business but learn all the other software company's programs fully. I sometimes don't quite fully understand how it best integrates with Apple Calendar and Contacts without doubling up. **What problems is Daylite solving and how is that benefiting you?** Keeps my clients and suppliers all in one place, and I can track many transactions ### 30. deep integration, fits perfectly in our workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Christian F. | GM, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Daylite?** email-connector works great, document and keyword search works excellent! **What do you dislike about Daylite?** pure cloud-based database, at the moment, no chance to get a "readable" download of our data for safety reasons if daylite would allow getting a readable download of our data for disaster-recovery "blackout," it would be outstanding **Recommendations to others considering Daylite:** no big start-up costs, start with Daylite doing some minor tasks and grow step by step **What problems is Daylite solving and how is that benefiting you?** daily CRM management of our >4000 clients, **Official Response from Thanny Schmitz:** > Hi Christian. Thank you so much for taking the time to leave a review! We're happy to know that Daylite helps you manage your 4000+ clients with seamless email integration and keyword search. We appreciate your feedback. Thank you for your ongoing support! ### 31. Daylite is a true gem-I don't know what I'd do without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Robin B. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2020 **What do you like best about Daylite?** Daylite allows me to effortlessly keep track of daily tasks, keep in touch with clients and focus on new opportunities. Further, it allows me to spend my day much more efficiently and focus on what's most important-my client relationships. My day begins and ends with Daylite. I consider it one of my most powerful tools for getting the most out of my business! **What do you dislike about Daylite?** To date, I have not found anything that I dislike about the platform. I would say that our team really only used a fraction of Daylite's capabilities until recently. Once you start digging in, you quickly realize there's a lot more you can do with it. You couldn't convince me to use anything else. **Recommendations to others considering Daylite:** The ease of use combined with super responsive customer service makeas this a true gem! **What problems is Daylite solving and how is that benefiting you?** We have a very large book of business and we need to be in regular touch with our clients. Daylite does that for us. We are able to stay in constant contact with clients, record notes of those interactions and always have follow up tasks so things don't fall through the cracks. The end result is a much more efficient use of time especially being able to delegate tasks to team members and move on to other tasks. **Official Response from Celine Tsang:** > Hi Robin - Thanks for reviewing Daylite! We're happy to hear that you've only had a positive experience so far, and that you're able to spend your time much more efficiently as a result! We hope that you continue to enjoy Daylite. ### 32. Scalability and Management at Its Best **Rating:** 5.0/5.0 stars **Reviewed by:** Mohammed F. | Security Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Daylite?** My overall experience is acceptable. It works well with salesforce, and it has the important features. In this we have been tried performing many scalable action towards over business business. As a small company very easy to adapt to the product setup and educate other users of the application, which has additionally helped in giving better approaches for business. **What do you dislike about Daylite?** The most concerning issue with it is User Experience. At the point when you have database errors it creates downtimes. Additionally, the export and migration was a bit complicated to figure for our team. This was somewhat a misfortune for us when we changed to Salesforce. However the application support was greatly nice. **Recommendations to others considering Daylite:** Daylite CRM offers the best value for money particularly for startup and mid-tier companies and offers good collaboration and data management. It's an alright Software and for many use-cases, I would go for something which is more User Friendly and Interactive. The customization software features attract a wide variety of audience across verticals and are cost-effective **What problems is Daylite solving and how is that benefiting you?** Automation was one good. We have migrated to Customer Acquisition, Human Resourses, Mail Integration seamlessly into the new applicaiton has has been highly productive for our client. We are also planned to move the Project Managmeent, Task Acquisition, Delegation, Calender and other communaction through the application as well. **Official Response from Celine Tsang:** > Hi Farhan - Thank you for your review! We are glad to hear that you and your team had an easy time with adapting to Daylite, and we hope you continue to enjoy our product! ### 33. Good CRM product with excellent capabilities and excellent customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Graeme W. | Data Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2021 **What do you like best about Daylite?** I love this product for its design for Apple, it is really beautiful, and I also like that I can attach all emails immediately from the sidebar. It works very well in a correct way, it is specially designed for Apple users, it does a good job and increases communication in the team when we collaborate together. And besided, the customer servie is excellent at all time. **What do you dislike about Daylite?** The price is somewhat high, but it is not so bad, because its characteristics deserve it. I would like them to improve their interface a bit and especially in the calendar part, because it can be confusing. **Recommendations to others considering Daylite:** It's easy to use and implement immediate access to all your devices and excellent customer service; I recommend this product to you. **What problems is Daylite solving and how is that benefiting you?** The experience with Daylite is positive. The main benefit is our automated leads, project delivery management, sales opportunity management, document collection, and tracking of all daily information; everything is going as expected. **Official Response from Celine Tsang:** > Hi Graeme - Thank you for leaving a review for Daylite! We are happy to hear that you're enjoying Daylite and that your team is experiencing increased communication as a result! ### 34. Daylite makes life easier and keeps teams and projects on track and increases productitivy. **Rating:** 4.5/5.0 stars **Reviewed by:** Josh S. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2021 **What do you like best about Daylite?** I like this tool, its great for keeping track of a project in one place and to-to lists keep my team on track and its great to have all communication together, easy to create project discussions and timelines, easy to manage user and information, it is easy to use and very convenient to keep track of thing. We can easily make a to-do list, making sure everyone knows what the job is and when it needs to be done. It is perfect. We don't have to waste time going to a meeting and it easily increases our productivity. Everything is easy with Daylite. **What do you dislike about Daylite?** It helps a lot, but it has its limitation in integrations. It's the only bad thing. **Recommendations to others considering Daylite:** This tool serves its purpose; you should give it a try. I recommend it to you. **What problems is Daylite solving and how is that benefiting you?** I am very happy to use the software; it has some useful tools for communication and discussions within a large group of people, it keeps us together and well organized. **Official Response from Celine Tsang:** > Hi Josh - Thanks so much for leaving your review! We are so glad to hear that you're finding Daylite easy to use, and experiencing increased productivity as well! We hope you and your team continue to enjoy Daylite. ### 35. Excellent experience using Daylite **Rating:** 4.5/5.0 stars **Reviewed by:** Vaisakh S. | Senior Full Stack Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2021 **What do you like best about Daylite?** There are multiple aspects that I loved about Daylite. The most important is its tight integration with the Mac's Mail Client. Daylite's UX feels like that of a default Apple App. Once Daylite is integrated with the Mail Client and Calender, it creates various events with the most important information in a systematic manner. It becomes easier to schedule appointments with the stakeholder for followups while managing a project. This helped improve the relationship with the client. **What do you dislike about Daylite?** There is only one pricing model available in Daylite. I would encourage the team for a more customized plan creation tailored for the requirements. Supporting automatically generated timeline graphs that shows the communication trails and the actions taken would give a quick snapshot of the state. **Recommendations to others considering Daylite:** I would recommend if Daylite could add the capability to interact with other APIs (LinkedIn, Google, Tableau, Microsoft Office 365) because there are various use-cases which are not quite possible with the current version, **What problems is Daylite solving and how is that benefiting you?** As an avid Mac ecosystem user, I appreciate how it helps me organise the scheduling, appointments and follow ups tasks. Its text extraction capability to create events with all the essential details is practical and innovative. Since mobile devices are supported, I can quickly keep track of the updates from my iPhone during my out of office hours as well. **Official Response from Celine Tsang:** > Hi Vaishakh - Thank you for your review! We are glad to hear that you're liking Daylite's integration with Apple Mail, and that you're improving client relationships as a result. We hope you continue to enjoy Daylite! ### 36. Long time user & it just keeps getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Daylite?** It is a great app that gives you a lot of control over your business. **What do you dislike about Daylite?** There really isn’t anything we don’t like. **Recommendations to others considering Daylite:** This is a product that not only meet your needs out of the gate but just gets better every year. **What problems is Daylite solving and how is that benefiting you?** Law practice **Official Response from Celine Tsang:** > Hello - Thanks for your review! We are so happy to hear that there isn't anything you dislike about Daylite, and are glad that you're finding yourself more in control of your business after using our product. ### 37. One of the best CRM tools I have used. **Rating:** 4.5/5.0 stars **Reviewed by:** Bobby G. | Data analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2021 **What do you like best about Daylite?** I love it because it allows sales executives to be easily evaluated, it also has a very simple and easy-to-use interface, it has endless functions, all of which it offers are essential to monitor, maintain contacts in databases and have extensive management of sales to my clients, it has endless functionalities, everything it offers is essential for monitoring, it is by far the best comprehensive solution for CRM, Sales, Marketing and Service available in the market. **What do you dislike about Daylite?** It is very efficient, and therefore I have not had any problems because everything has turned out very well, and I will not change it for any other tool. **Recommendations to others considering Daylite:** Of course I would recommend it, it is the best CRM you can find with a good interface and at a good price, do it **What problems is Daylite solving and how is that benefiting you?** The best management software I have used has given me incredible tools which have helped me a lot, the overall experience has been good. ### 38. Great Organizer **Rating:** 4.0/5.0 stars **Reviewed by:** Katie G. | Lead Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Daylite?** This software is great because you can easily and securely organize all of your contacts! The absolute best and our favorite part is how you can connect your emails to every single contact, so when you you looking at a specific person you can see what your last email communication with them was! It is super nice and convenient! **What do you dislike about Daylite?** The search option can be inconsistent and a bit of a struggle to get working. Sometimes when you search a specific word or phrase you get a long list of emails that supposedly contain that word or phrase, however, when you open the email it is often hard to find where that word or phrase is. So what is the point if you search something and then can not find the specific thing you are searching for. **What problems is Daylite solving and how is that benefiting you?** We are solving the problem of now knowing what other members of our team have said to clients and we are all able to see what the most recent communication was! **Official Response from Celine Tsang:** > Hi Katie - Thanks so much for your in-depth video review! We're so glad to hear that Daylite is helping your team to better manage clients and keep everyone on the same page! We hope that you continue to enjoy using our tool. ### 39. Daylite was just what we needed. **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa H. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2021 **What do you like best about Daylite?** It is a complete tool that allows me to keep track of my daily tasks. It is a good solution to maintain a good workflow; I like its interface, it is very intuitive, plus it is easy to get familiar with this type of tool, very complete works and helps a lot. **What do you dislike about Daylite?** It lacks integration, and there are also some limitations and errors when creating user reports; it is the only thing that I do not like about this tool. **Recommendations to others considering Daylite:** Daylite is excellent. I recommend it, keep reading and searching, and you will see that what you find is all positive; it has good features and offers a free 30-day trial. **What problems is Daylite solving and how is that benefiting you?** I love this product; it has been wonderful so far; the main problem it solved was data management, calendar, Excel, sheets, address book, paper timer, and tracking. **Official Response from Celine Tsang:** > Hi Melissa - Thank you for your review of Daylite! We are so glad to hear that you're finding Daylite to be an intuitive and helpful solution, and we hope you continue to enjoy our tool! ### 40. Comprehensive small business CRM operating on the Apple MAC platform with superb customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2022 **What do you like best about Daylite?** Daylite is a comprehensive CRM package for small businesses. The product is brilliant & the support is responsive & thorough. Great Value. **What do you dislike about Daylite?** Moderate learning curve because the product is comprehsive, not a dislike, just an observation. **What problems is Daylite solving and how is that benefiting you?** I could manage my business sales cycle from my laptop anywhere and had control at my fingertips. **Official Response from Thanny Schmitz:** > Hello! Thank you for taking the time to review Daylite. We're glad to hear Daylite helps you manage your sales process from anywhere - even offline. Thank you for your ongoing support. ### 41. A good solid CRM with extras for Mac **Rating:** 5.0/5.0 stars **Reviewed by:** Dan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2019 **What do you like best about Daylite?** It is customizable, and response to questions is always quick. **What do you dislike about Daylite?** I would love to see a comprehensive addition of KanBan boards, so that I could see at a glance what projects/opportunities are at what stage **What problems is Daylite solving and how is that benefiting you?** I can find stuff! Scheduling is better and I really like the email integration **Official Response from Thanny Schmitz:** > Hello Dan, thank you for your review! We're happy to know that you like Daylite's customization functions and calendar feature. Shout out to our customer service teams, who are always happy to help. Thank you for your support! ### 42. Powerful software to keep me organized. **Rating:** 4.5/5.0 stars **Reviewed by:** Santos C. | Data Analytics, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2021 **What do you like best about Daylite?** I like its elegant and straightforward interface, and I love the way to integrates emails; it is a perfect tool, I can also link everything and see the relationships, plan projects and even add a reminder and keep track of finances, it is a good solution. **What do you dislike about Daylite?** Daylite has worked great, but sometimes it gets slow on iPhone and difficult for me to check in anywhere. **Recommendations to others considering Daylite:** Stay up to date with this intuitive product; you can customize the fields or areas, track, manage emails, invoices, and many more with Daylite, easy to use and very flexible. I recommend it. **What problems is Daylite solving and how is that benefiting you?** The best CRM I have used, the benefit is staying organized all day and managing tasks and invoices at any time and quickly. **Official Response from Celine Tsang:** > Hi Santo - Thank you for reviewing Daylite! We are so glad to hear that this is the best CRM that you have used, and we hope that Daylite continues to help you stay organized and manage your tasks! ### 43. Daylite is very user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Noah D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Daylite?** Daylite is user friendly. We don't use every function of the program but the functions we don't use don't seem to get in the way. The central data base for clients is really functional as well. We can even link it to our direct mail system to have marketing newsletters appear to come from different users of Daylite, depending on who we write in as the owner of th an individual. **What do you dislike about Daylite?** I don't like a feature of the latest update where you have to pull across the side bar in order to see tasks & pipeline and Estimate in opportunities. The older versions automatically made the side bar wider which was much easier, I don't get why it was changed. **What problems is Daylite solving and how is that benefiting you?** Staying on top of tasks is very easy as they can be easily linked to the calendar and an opportunity. It blends into one really well with the projects, email linking, task linking to make managing projects very easy. **Official Response from Celine Tsang:** > Hi Noah - Thanks for taking the time to review Daylite! We're glad to hear that you're finding our product to be user-friendly and the client database to be helpful. ### 44. A very useful CRM to keep everything in order. **Rating:** 4.5/5.0 stars **Reviewed by:** Sophia F. | Administrative Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2021 **What do you like best about Daylite?** It works great and that's what matters, plus its user interface is great and I love it, and it works great on MacOS, being able to manage notes and projects in one place is the best. **What do you dislike about Daylite?** So far it has worked and fulfilled what it promises, I have not noticed anything serious so far, only that its integration is somewhat complex, I suggest you put instructions with more details in depth and that way it would be a little easier at first. **Recommendations to others considering Daylite:** Its integration can be somewhat complex but after you understand it, everything will be much easier and will help you more than expected, I recommend it. **What problems is Daylite solving and how is that benefiting you?** I can have everything organized, manage projects, tasks and prepare reports, also the follow-up by contact is very good and has been very useful. **Official Response from Celine Tsang:** > Hi Sophia - Thanks for leaving a review for Daylite! We're glad to hear that it's working great for you and that you're loving our user interface! We hope that you continue to enjoy our product. ### 45. Good for management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Daylite?** it's designed to work in a MAC environment, which is rare; also, I can work offline **What do you dislike about Daylite?** It doesn't have financial management tools **Recommendations to others considering Daylite:** develop financial management addons **What problems is Daylite solving and how is that benefiting you?** Human resources and project management; the main benefit are the addons **Official Response from Thanny Schmitz:** > Hello, Thank you for tanking the time to write a review! We're happy to hear Daylite helps you work seamlessly on your Mac and offline. In addition, we're glad to hear the add ons are beneficial to you and your business. Thank you for your ongoing support! ### 46. Very useful and wonderful tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Rodrigo S. | Data analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2021 **What do you like best about Daylite?** This tool is good and useful for its different functionalities such as fluid collaboration and other add-ons that help me more than expected, it works very well, its integration was very fast and easy, its interface is flexible and it has everything very organized, Daylite is really good and also reliable. **What do you dislike about Daylite?** sometimes it tends to be slow and not so fluid, but it is nothing serious. **Recommendations to others considering Daylite:** f I would recommend it to anyone, because it is good and it works wonders, go ahead and try it and you will see. **What problems is Daylite solving and how is that benefiting you?** I improve the way of managing the relationship with clients and being able to organize daily activities and different types of management in the database, its CRM functions are excellent and it greatly simplifies work. **Official Response from Celine Tsang:** > Hi Rodrigo - Thanks for taking the time to review Daylite! We are happy to hear that you're finding Daylite useful and easy to use! We hope you continue to enjoy Daylite in your daily life. ### 47. Tool that helps organize projects and much more. **Rating:** 4.0/5.0 stars **Reviewed by:** Fabio K. | Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2021 **What do you like best about Daylite?** I like the customization and it keeps everything in one place, it's a great app for managing tasks and projects effectively, its interface is flexible and intuitive, and the iPad and iPhone integration is great. **What do you dislike about Daylite?** Sometimes I have problems for appointment reminders, it does not notify me in time, it is also difficult to customize, but it is only details that I know will be fixed. **Recommendations to others considering Daylite:** I recommend that you use the trial version to see how it works, and you will see that it really is excellent and worth paying for this product. **What problems is Daylite solving and how is that benefiting you?** Management of projects, tasks, contacts, I keep everything in one place, it is impressive, Daylite is the CRM of the future. **Official Response from Celine Tsang:** > Hi Fabio - Thanks for leaving a review! We are so glad to hear that you're enjoying Daylite's customization and intuitive interface, and that you're finding it helpful for managing your tasks and projects! ### 48. Daylite in a healthcare practice **Rating:** 4.5/5.0 stars **Reviewed by:** Michael O. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Daylite?** Daylite is an excellent, highly customizable CRM program that allows me to organize and monitor my business operations in real time. Critical information such as staff schedules, payroll, patient and supplier contact information can be recorded and shared in a very secure manner. Users may access their accounts on multiple MAC and iOS devices without having to repeatedly log in and out while maintaining a high degree of security. **What do you dislike about Daylite?** I'd like to see a web-accessible version of Daylite for those occasions when we simply can't get to a MAC or iOS device or need to share information with (non-Apple based) third parties. Also, I'd like to see a low-cost "limited use" license for staff who don't need access to the full functionality of Daylite. **Recommendations to others considering Daylite:** Daylite is a great CRM product for anyone working with teams in an Apple based environment. **What problems is Daylite solving and how is that benefiting you?** The main problem we are using Daylite to solve is capturing data about clinical work done in our various practices. s ### 49. Exceptional Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Alan R. | Vice President Sales, North America, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Daylite?** I have been using Daylite to run my business and manage my account for a couple of decades and have found the CSR support to always exceed expectations. Yes there are some very occasional glitches (what software doesn't), however in each and every rare situation the support group at Daylite have been there right away, no delay, no press one, then 2, someone will call you back etc... personal and professional. The solution itself allows me to never lose sight of anyone or anything.. and I would be pleased to provide a personal recommendation to anyone. **What do you dislike about Daylite?** none that i can think of.. other than if i ever wanted to move from Apple to Android... they do not have a solution yet. **Recommendations to others considering Daylite:** Just do it! its a great product, terrific support, always updating.. **What problems is Daylite solving and how is that benefiting you?** not problems just better ways to manage a sales process, customer service follow ups and daily requirements. ### 50. Daylite is a savior for my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Gary A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2020 **What do you like best about Daylite?** The power of the Daylite Mail Assistant is invaluable to my company. I run a Music agent and each artist is their own project. Each project is then filled with numerous appointments for their shows and tours. DMA allows me to always make sure that every email gets correctly assigned to the right appointment and project. This saves me hours of time later when I have to quickly recall the previous communications on a specific event. **What do you dislike about Daylite?** The inability to create a pipeline from an appointment is annoying but not a dealbreaker. It is possible within a project but in my business we really need the pipeline facility within appointments. It means I have to use a combination of Daylite and Airtable. If Daylite could provide the same facility in appointments I could focus solely on Daylite for everything. **Recommendations to others considering Daylite:** If you are a Mac user and need a 1 stop shop to handle your CRM and project management, look no further. It is well worth the investment and will help you free up and save many hours that the cost of the software. **What problems is Daylite solving and how is that benefiting you?** Daylite is a fabulous project management tool that allows us to manage all aspects of each project with ease. The ability to tag everything including contacts, projects, appointments, attachments and much more keeps everything organized. ## Daylite Discussions - [* For what purposes do you use Daylite?](https://www.g2.com/discussions/for-what-purposes-do-you-use-daylite) - 1 comment, 1 upvote - [How can I sync my contacts with my google voice?](https://www.g2.com/discussions/24425-how-can-i-sync-my-contacts-with-my-google-voice) - 1 comment, 1 upvote - [What is Daylite used for?](https://www.g2.com/discussions/what-is-daylite-used-for) - 1 comment - [View Daylite pricing details and edition comparison](https://www.g2.com/products/daylite/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+15%3A43%3A34+-0500&secure%5Bsession_id%5D=a52986b8-ddc4-46d3-b4d0-0f4f2ea0a9c5&secure%5Btoken%5D=cf75706845daa7dfc27abaf302899022aaf62543cbcc0fd77b6089ef9a57a513&format=llm_user) ## Daylite Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Automation** - Workflows - Customization - Data repository **Customer Support** - Call Center Features **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Administration** - Permissions - Procedures - Remote Work **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Project management** - Task Prioritization - Planning - Scheduling - Critical Path - Dashboards **Generative AI** - AI Text Generation - AI Text Summarization **Mobile & Social** - Mobile User Support **Workload** - Resource Allocation - Insights **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Cost Management** - Project Budgeting - Time & Expense - Profitability **Integration** - Front Office - Back Office - External data **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction ## Top Daylite Alternatives - [Basecamp](https://www.g2.com/products/basecamp/reviews) - 4.1/5.0 (5,350 reviews) - [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) - 4.0/5.0 (1,576 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,155 reviews)