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Daylite Reviews & Product Details - Page 6

Daylite Overview

What is 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 Details
Languages Supported
German, English, French, Dutch, Spanish
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Product Description

Organize your whole business in one app. Projects, sales, emails, meetings, calendars, contacts, notes, and more. For Mac, iPhone & iPad.

How do you position yourself against your competitors?

1. Made for Apple devices
Daylite is real Mac & iOS app that work seamlessly with Apple devices and apps. It looks and feel like a Mac app and works with Apple Contacts, Apple Calendar, Apple Mail, Siri, Notification Centre, Pages, Numbers, and more.

2. Customizable and flexible:
Daylite is very flexible and easy to customize. Organize and create custom views in Daylite to sort your clients, leads, deals, projects, and tasks however you like. Daylite also supports GTD (Getting Things Done). Customize your sales pipeline and project processes including custom checklists.

3. The full lifecycle of a client in one place:
With Daylite you can manage the full lifecycle of a client from initial meeting, follow-ups, to closed deal, all the way through finished projects, and following up for referrals and repeat business – all in one app that's shared with your team. This helps your team work efficiently so you can scale.


Seller Details
Year Founded
1999
HQ Location
Ontario, Canada
Twitter
@marketcircle
2,927 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®

TS
Overview Provided by:

Recent Daylite Reviews

Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Daylite a great solution for small-biz CRM on macOS and iOS devices"
Native integration with all Apple platforms puts it ahead of other SAAS solutions for macOS users. Includes email, tasks, contact, calendars, and m...
Paul C.
PC
Paul C.Small-Business (50 or fewer emp.)
3.0 out of 5
"Decent software for Apple users only. Limited versatility"
Intuitive, great UI, Opportunities convert to Projects and can handle a large database of attsachments.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"My problem was resolved very quickly, and professionally. A+ grade"
Daylite makes it easy to keep track of my clients, opportunities, tasks, and communications. It is an essential tool.
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Daylite Media

Daylite Demo - Shine Bright With Daylite
Daylite powers you and your team to handle more clients, close more deals, execute more projects and shine brighter than ever.
Daylite Demo - Built for Mac, iPhone and iPad
Designed specifically for macOS and iOS, Daylite adapts to support you and your team through every step of your growth journey.
Daylite Demo - WOW your clients!
Daylite keeps you on the ball by organizing all the client communication and details in one place.
Daylite Demo - Close More Deals
With Daylite, you and your team can close more deal and increase revenue!
Daylite Demo - Manage Up to 5X More Projects with Daylite
Know what's been done and what needs to be done next on projects. Share with your team.
Daylite Demo - Stay on top of deadlines and follow-ups
Know what's on your plate so you're prepared for each call and meeting every day.
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Video Reviews

168 Daylite Reviews

4.5 out of 5
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168 Daylite Reviews
4.5 out of 5
168 Daylite Reviews
4.5 out of 5

Daylite Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for DayliteQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Tina Y.
TY
Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

The linking of all data in Daylite is easy to do and extremely valuable. It is easy to do, populate and manipulate. Daylite allows editing of the linked relationships to cater to your needs, too. Making these changes is intuitive which make is more likely that employees will actually use this feature, and the results are very useful. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

I don't like not being able to see all user calendars in the mobile version. I can each separately, which is good, but for scheduling on the fly, it would be nice to see every (or multiple) users' calendar. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

Conflicts of interest are clear as day upon searching a company or person. Also, with the ever changing contacts of any given company, it is just nice to have a way to update across the board in one edit and to be able to notate changes. Review collected by and hosted on G2.com.

Santosh I.
SI
Lead Business Analyst
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

Daylite is an excellent CRM framework that incorporates shared control of programmes, activities, contacts and schedules. Nearly all fields can be personalised to help efficiently scan data and create intelligent lists. I believe Daylite's connecting capabilities are one of the outstanding features. After using this feature, my workflow has improved dramatically! You can connect any project, touch, meeting, etc. between portals, so that you can easily incorporate views of the day. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

The first challenge as a first time user was to navigate through Daylite. One example among the others is the Smart List feature of Daylite. At first, it seemed so easy to create a clever list, but soon I realised it would be burdensome. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

It took me about several weeks to feel like that I definitely understood how the data was processed. I have had some issues with Daylite in the initial few weeks. I would recommend I get some training in advance, because it will make the workflow more effective. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

Our database was strongly structured by Daylite. Even a few keywords you can quickly search for everything. The results are filtered by category by Daylite. It's a connection between aspect and other project management/CRM systems. You can easily see the goals, time limits and who the main participants are with this feature. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

Daylite let’s us service our clients superbly with a minimum of manual work from anywhere. The whole team can do and see everything. Calls, emails, letters, all linked automatically! Workflow, pipeline, reporting, all sorted. Integration with phones and bulk email system makes commas a breeze. The ability to link any piece of data to anything is invaluable. We run with half the number of admin staff to similar firms we know who have a smaller client bank.it is integrated with A system that lets clients book appointments, Direct Mail, our phones and of course Mac mail. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Seriously, nothing to dislike. With the plug-ins it does everything. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

We use Daylite to manage email, mail and phone marketing to get new business. It keeps every client contact, prompts for actions, manages workflow and proves service standards which is important for us. Great for iPhone and iPad too. Review collected by and hosted on G2.com.

Response from Celine Tsang of Daylite

Hello - We are so glad to hear that you and your team are enjoying our product and that you're even struggling to find areas that you dislike! We hope that you are able to continue running smoothly with Daylite.

Nella D.
ND
Managing Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

I like Daylite for its various functions and its ease of use, I can manage tasks and projects, emails and important files, so I can work with ease, also if I have any problems or doubts, the support usually solves any type of problem quickly. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

I would like them to improve their interface a bit to make it more accessible in some functions. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

If you live disorganized and want to organize, well use Daylite and get up to date with your tasks and projects, I recommend it. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

It is a CRM tool that I appreciate because it is really helping me, managing my projects and tasks in a unique way, now I feel more organized when I use Daylite, it is the tool that is needed today. Review collected by and hosted on G2.com.

Response from Celine Tsang of Daylite

Hi Nella - Thanks for your review! We are happy to hear that you are finding Daylite's functionalities useful and easy to use, and we hope you continue enjoying Daylite!

Guneet S.
GS
Vice President
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

It has opened new manners for me to dispose of my enormous workload and Daylite has been my light in the Darkness and helped me much in organising my everyday tasks. I do my work with great ease across this platform and have had a huge effect on both sales and IT department. I can now tackle any project and have a discussion with my team. In this aspect, it provides me with effective reporting. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

The price policy must generally be updated in a most economical manner without the necessary characteristics that are undoubtedly expensive for small businesses. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

Daylite is the trusted tool for handling your client relationships and for managing your ads with a single window solution. It gives you an insight into each process and specifics of the reporting. I'm sure all the organisations would be recommended. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

Meeting my client is comfortable for me because it always gives me the most current details about my latest operation on your wok. I'm able to build happier and happier clients, not just because of this tool I have handled my everyday tasks. Review collected by and hosted on G2.com.

Mary Ann C.
MC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

Easily manage tasks, contacts and projects from email - no copy-pasting, just simple, intuitive tags. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Only compatible on a Mac (although there are many ways to receive info on a PC) Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

Don't hesitate - This is CRM , task management and project management all in one! The support is responsive, but you hardly need to interact with them as the program intuitive and the training resources are extensive, relevant and clear. The layout is visually appealing, and more useful than I could have dreamed. Easily get a handle on your contacts, processes and tasks so that you can use your time effectively doing the work that you actually need to do. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

Managing tasks, managing follow-ups, clarifying and replicating processes, keeping track of sales opportunities and exciting clients and projects Review collected by and hosted on G2.com.

Vishnudas P.
VP
Manager - Data Analytics
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

It really works just fantastically to deal with seamlessly and without being forced to recall all my client contact info - emails, telephone calls and also SMS. You are able to deal with a lot throughout the mail interface, and also the app itself could navigate all documents, notes, tasks, email, etc. Its reporting engine is also really unique, so you are able to develop complex reports with really useful info about client acquisitions as well as projects. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

The application works fantastic, the function is enhanced by 3rd party plugins as well as assistance is great. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

It actually is really worth the extra buy in a professional to enable you to create the right architecture. Daylite is really so configurable and adaptable you are able to configure it with techniques which appear to be smart, but you understand with extra experience you went incorrectly, however smart that path looked at the beginning. I took off the productivity of mine once I'd any additional help. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

I've resolved the issue of knowing where and just what a project is done lately with a customer. I am also in addition to the quantity of work I dedicated to performing with clients, to effectively deal with the time of mine. Review collected by and hosted on G2.com.

Chris T.
CT
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

I have been using Daylite now for several years. Although it is not web based, it makes up for this with the very high level of integration particularly with Mail. Whenever clients see me using the product they always ask what it is and comment on how seamless it looks.

I also use a number of the plugins which further help integrate the product into my business life. In short, I couldn't do what I do without Daylite. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

It would be nice if there was a web interface but the iPad and iOS integration using the apps overcome most of this shortfall. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

I track around 3000 companies in the tech sector - watching for news and additional information. I can link a company direct to its contacts, LinkedIn information and add my own fields and user defined keywords to quickly search and sort through the companies to find what I am looking for. Review collected by and hosted on G2.com.

Dave B.
DB
Keynote Speaker and Lecturer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

It just works brilliantly, managing all my customer contact communications - emails, phone calls and SMS - seamlessly without having to remember to do so. It just works! You can manage so much via the interface in Mail, and the app itself keeps all documents, emails, tasks, notes etc in an easy to navigate format. The reporting engine is really cool too, allowing you to build complex reports giving you really useful data on customer acquisition and projects. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Very little! The app works great, there's 3rd party plugins to extend functionality and the support is great too. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

The additional investment in a consultant to help set you up with the right data architecture is really worth it. Daylite is so configurable and customisable that you can configure in ways that seem to make sense but with more experience you realise you've set off on the wrong path, however sensible that path seemed at the start. Once I got some extra help, my productivity took off. Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

I've solved the problem of knowing where a project with a client, and what'd been done thus far. I'm also on top of how much work I've committed to do with clients, so I can manage my time effectively (though needed some consultancy support to help me realise the app's potential in this respect.) Review collected by and hosted on G2.com.

Thomas R.
TR
CEO, Consultat, Coach
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Daylite?

- full integration of all details: to dos, names, contact information, projects

- it works!

- integration of a number of additional features

- history in the contacts Review collected by and hosted on G2.com.

What do you dislike about Daylite?

- that you cannot brint out a project or to do list for use in meetings - that is really sad

- that you cannot assign tasks to people that are not Daylite users - too proprietary - so need for work arounds Review collected by and hosted on G2.com.

What problems is Daylite solving and how is that benefiting you?

- prioritizing

- focucs

- deep work

- managing the complete firm

- managing complex projects Review collected by and hosted on G2.com.

Response from Celine Tsang of Daylite

Hi Thomas - Thanks for leaving a review for Daylite! We are happy to hear that you like Daylite's integration capabilities and contact histories, and we hope you continue to enjoy our tool!