--- title: Daylite Reviews meta_title: 'Daylite Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 171 reviews by the users' company size, role or industry to find out how Daylite works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 171 scale: '5' date_modified: '2026-07-03' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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 find Daylite to be **extremely easy to use** , making management of complex tasks convenient and efficient. (8 reviews) - Users value the **task management integration** of Daylite, streamlining workflows and enhancing productivity across projects. (5 reviews) - Users appreciate the **comprehensive customer management** features of Daylite, enabling seamless access and navigation across devices. (4 reviews) - Users love the **easy customization** of Daylite, adapting it seamlessly to their unique workflows for enhanced productivity. (4 reviews) - Users appreciate the **seamless integration** of Daylite with Apple platforms, enhancing workflow and minimizing app-switching. (4 reviews) - Integrations (4 reviews) - Lead Management (4 reviews) - Users commend Daylite's **exceptional customer support** , appreciating their responsiveness and effective assistance for smooth operations. (3 reviews) - Easy Setup (3 reviews) - Feature Richness (3 reviews) **What users dislike:** - Users experience a **learning curve** with Daylite, requiring time to effectively navigate and utilize its features. (4 reviews) - Users face **limited integrations** with Daylite, particularly lacking sync options with Microsoft 365 for seamless workflow. (3 reviews) - Users report issues with **Daylite's CRM interface** , finding it overwhelming and not keeping pace with current trends. (2 reviews) - Users report **integration issues** with Office 365, complicating workflow and calendar management significantly. (2 reviews) - Users note the **limited features** of Daylite, particularly its exclusive use of Apple platforms, restricting wider accessibility. (2 reviews) - Users find the **user interface overwhelming** , particularly those used to traditional cloud CRMs, affecting ease of use. (2 reviews) - Users are frustrated by the **app limitations** of Daylite, including small print and lack of cross-platform support. (1 reviews) - Company Size (1 reviews) - Contact Management (1 reviews) - Data Entry (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! ## 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/daylite-review-4112481?section=pricing&secure%5Bexpires_at%5D=2026-07-04+06%3A40%3A10+-0500&secure%5Bsession_id%5D=34abde98-fbd6-4cff-a810-00f5849c8a6a&secure%5Btoken%5D=585492f5214587233d1e7c47953756214396ad5f5f23ffe978bcca016935cfc2&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 (5,355 reviews) - [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) - 4.0/5.0 (1,578 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,253 reviews)