I like that Daylite allows me to link email conversations with customers directly to their respective projects, which keeps everything organized in one place. The capability to use it across platforms is also something I appreciate. Additionally, it's easy to reorder and regroup our client base information using filters, which I can create and save, and set up follow-up tasks. The calendar feature is very effective for us, as it helps to manage various appointments and tasks efficiently, including associating appointments with individual coworkers. Having everything in one spot significantly simplifies our workflow. Review collected by and hosted on G2.com.

There have been times when the email link feature didn't work, linking different projects to different people and creating a mess. I'm not sure exactly why that happened, but I believe it was some sort of bug. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

IT WAS EASY TO USE AND I DIDNT FIND ANYTHING HARD TO USE Review collected by and hosted on G2.com.

NOTHING EVERYTHING WAS WONDERFUL , IT WAS A NICE EXPERIENCE Review collected by and hosted on G2.com.

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 smoothly for our firm. It is the first thing open on my computer every day, and out of all the programs and platforms we use, causes us the least grief! Review collected by and hosted on G2.com.

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

Offline Capability

SmartLists

Sales + Project Pipelines

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

No Sync / Integration with Office 365

Like many small businesses, we use Microsoft 365 for Identity, Collaboration, File Repository and Email Hosting. There is no integration / sync from Daylite to Office 365 Calendar or Contacts. If you or your clients use MS Teams or Outlook for 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 Compatible with MacOS Sonoma.

At the time of writing Daylite is not compatible with MacOS Sonoma due to issues with the Daylite Mail Assistant. Also - accessing 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 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 Daylite system (e.g. Custom Fields for Objects with Drop Downs, Unique Opportunity or Project Numbering) require an additional subscription from a 3rd party provider. Review collected by and hosted on G2.com.

E mails classified, project and leads follow up, search tool. Avaibility of data on mobile devices, Frequent updates in line with the OS changes Review collected by and hosted on G2.com.

There is nothing I dislike, all just fine Review collected by and hosted on G2.com.

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

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

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

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