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Daylite Reviews & Product Details - Page 9

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.
Lea Victoria M.
LM
Marketing and Sales Strategist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Daylite?

Project tracking is great, it's easy to customize and sort. I love being able to create smart lists to track anything under the sun. I'm always discovering new features to make my job easier. I do a lot of sales tracking and connecting the dots on who we've worked with, what jobs we've won and lost, what regions we're most successful in, and Daylite is great for all of that. The mobile version is less dynamic, but it has everything I need on the go, like an easy to sort contact database so I can keep work contacts separate from my personal contacts easily.

I also love the mail app integration for organizing all my emails into contacts and projects so I can get them out of my inbox. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Simple features are missing, like having multiple 'people' or 'company' fields within a project. I'd love to be able to have a 'person' group for clients, in-house team, etc listed under each project. Luckily, Daylite team is pretty good at tracking feature requests and implementing them over time. The calendar could also use some work. You can't create a smart calendar just for 'tasks', only for appointments. You also can't create a calendar using custom dates from projects, like a due date. I've also had trouble integrated my Google calendar into Daylite, which is supposed to be a feature.

There are also definite glitches that happen weekly, causing my program to crash. Usually they roll out fixes quickly for major crashes, but it isn't the most stable program. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

I recommend having one person helm the initial onboarding process, and work with a Daylite consultant to begin if you are new to the program. It's important to customize projects/people/additional fields/etc into the way you'd like to have it moving forward before adding more users. Best to establish common practices/forms/note structure/etc and have new users adopt those methods going in. Review collected by and hosted on G2.com.

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

Keeping track of who I've worked with and when. I've recently been using 'Forms' a lot to create easy-to-export/print project sheets. I've also been using the contacts database as a substitute for my phone's contacts section since you can add so much useful information and easily see what jobs we've worked with people on already.

My team has just started to integrate Daylite into their workflow as well. It's been an excellent tool for morning 'stand up' meetings (especially while we're all working remotely) to track what projects and tasks everyone has on deck. We can also view active tasks each person is working on, and add any updates. We're gradually workign toward the goal of zero-emails between the in-house team if possible. Review collected by and hosted on G2.com.

Verified User in Market Research
AM
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 seamless collaboration with associates, and the ability to follow (if nessesary) all the mail dialoges between the company and its customers, leads and others. Daylite has made it possible to work well from any locations for years, and we no longer have the need for office space. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Maybe you could do something about the many updates? All the updates, just makes the system feel less solid. And its a hassle to restart everything so ofthen. Review collected by and hosted on G2.com.

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

Better and quicker customer response. When more eyes are on, questions received will be answered quicker, and that its possible to see that response has been given. And most important, billing. Review collected by and hosted on G2.com.

Verified User in Printing
UP
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?

Mail integration is a huge benefit. Having it sync with the iphone is great Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Can be over complicated at times. A simplified verion may be more useful. I love the idea of it, but never see to use it fully. Review collected by and hosted on G2.com.

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

tracking of project, tasks from emails. Review collected by and hosted on G2.com.

Response from Celine Tsang of Daylite

Hello - Thanks for your Daylite review! We are happy to hear that you're finding the mail integration to be a huge benefit, and we hope you continue to enjoy using Daylite.

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

In my daily work activities I have a lot of things to do so I need a software help me to organize and establish priority, alerts and schedule in efficient way, this tool bring this options. The design is very friendly and I really like that. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

You have to learn how to use because at first time is not that easy, but when you already know this tool works well. Also not everybody have the computer to support this app. Also the integration with other software is not the best. Review collected by and hosted on G2.com.

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

One benefit that I realized this tool bring is interacts well between iPhone, iPad and MacBook so if you have these devices is a benefit. Also you have a quick access through your cellphone and your tablets so you can read your emails and have the fully calendar updated and receive the alerts. Review collected by and hosted on G2.com.

Verified User in Professional Training & Coaching
CP
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?

Integration of calendars, emails, documents... all in one place! Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Little bugs remaining, offsetted by awesome customer service. Review collected by and hosted on G2.com.

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

Remembering it all before speaking to a client (did I send this, did I answer that, what did we talk about last time..) Review collected by and hosted on G2.com.

Verified User in Media Production
AM
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 workflow. This is the perfect solution for small business owners are are juggling both sales, and project management. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

I can't think of any at the moment, this software is simply priceless. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

It is a one stop software, you wil not need anything else. Review collected by and hosted on G2.com.

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

This software has helped me grow my company by giving me more bandwidth, organizational power, and projections. All in an intuitive software that can scale up along with my business. Review collected by and hosted on G2.com.

Verified User in Management Consulting
AM
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?

Seamless integration with the MacOS tools, with all in one place Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Lacks a webinterface for tier-parties (guests) to collaborate on a subset of functionalities Review collected by and hosted on G2.com.

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

All core business administration features are covered. For finance, we use the interface provided Review collected by and hosted on G2.com.

Response from Celine Tsang of Daylite

Hello - Thanks for leaving a review! We are happy to hear that you are pleased with Daylite's seamless integration with MacOS tools, and hope that you continue to enjoy our product in your day-to-day life!

Emily S.
ES
User Interface Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Daylite?

I like that you can organize everything from client contact info, names, dates, their role in the business pipeline, and attach emails. In our business we had 20 years of client data that we could draw from all in one place. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

when I had to go on the road with my laptop, sometimes it would run slowly or be difficult to get to sync with my emails since it’s such a large program. It needed a lot of assistance from IT setting up and maintaining security and backup files. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

Be sure to have a very strict set of naming conventions so you can easily retrieve data. Since the program is flexible with customization it’s easy to accidentally name something wrong and have trouble retrieving it later. Review collected by and hosted on G2.com.

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

Keeping client names, events, jobs, and future jobs straight are critical with daylite. It’s a hub for all things data management related and it makes it easy to refer back to old data to retrieve old information. Review collected by and hosted on G2.com.

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

The ability to customize processes and change them without hiring expense technical support. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

I wish it would allow more automation. We customize a lot but it's "click" intensive. Review collected by and hosted on G2.com.

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

We star organized and learn from mistakes with our ability to constantly changes out processes. We are so much more efficient with Daylite. Review collected by and hosted on G2.com.

Verified User in Construction
AC
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 is Viewable from different devices. Review collected by and hosted on G2.com.

What do you dislike about Daylite?

Daylite is Not easily edited to format I want. Review collected by and hosted on G2.com.

Recommendations to others considering Daylite:

Without the assistance received by Support teams we would be spending a lot on technical support Review collected by and hosted on G2.com.

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

Using Daylite allows all office crew to see appointments. Review collected by and hosted on G2.com.