Daylite Reviews

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.

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.

Daylite is one if not the most valuable program I use.

Daylite keeps me organized with everything in one accessible place, tracks my sales and orders, and saves emails and quotes for easy memory refresh.

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.

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.

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.

.IT WAS EASY TO USE AND I DIDNT FIND ANYTHING HARD TO USE

NOTHING EVERYTHING WAS WONDERFUL , IT WAS A NICE EXPERIENCE

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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.

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.

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.

Daylite makes it easy to keep track of my clients, opportunities, tasks, and communications. It is an essential tool.

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.

I had a technical issue following installation of a new version of the product. It was quickly resolved. My problem was resolved very quickly, and professionally.

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!

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.

Managing the flow of information about clients, potential clients, and firm administration matters

Delegating tasks

E mails classified, project and leads follow up, search tool.

Avaibility of data on mobile devices,

Frequent updates in line with the OS changes

There is nothing I dislike, all just fine

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.

wish that some plugins would be included in Daylite itself

The one and only MacOS CRM that is cloud-based but continues to work offline and syncs once reconnected.

This tool is one of the best in the market and helping others to simply handle their complex tasks.

No dislikes so far its amazing and iam loving it.

Work management, task scheduling, managing teams and schedules.

It works. Works great right out of the box but can also be tweaked to your specific & expanding needs as time goes on.

Can't really think of anything I'd want to change about it.

GIves our entire team a complete historic AND current real time view of a client & the service we're providing.