Daylite
Daylite Reviews
& Product DetailsWhat is Daylite?
Daylite is a prominent CRM (Customer Relationship Management) suite designed specifically for Mac users. It seamlessly integrates with Mac, iPhone, and iPad, providing a comprehensive CRM system for managing various aspects of a business. Daylite is celebrated for its ability to handle a wide range of business management tasks, including calendar, email, contact management, project tracking, and business opportunity follow-ups.
The software positions itself at the center of your business operations, keeping everything from contacts to projects, opportunities, appointments, and tasks just one click away. Its comprehensive feature set makes Daylite a versatile tool for managing your business efficiently.
Daylite is suitable for a wide range of users, from single users to multi-users, telecommuters, and road warriors. Its integration with Apple products makes it a particularly attractive option for businesses and professionals who are heavily invested in the Apple ecosystem and are looking for a CRM solution that works harmoniously with their existing devices.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Marketcircle
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Located In
United States
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Website
daylitemac.com
Starting from:
$42 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
This tool has a single pricing package that costs 42 USD per month or 420 USD per year.
- Access Controls/Permissions
- Activity Tracking
- Alerts/Notifications
- API
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Quotes/Estimates
- Referral Tracking
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Workflow Management
Additional Features
- For Insurance Industry
- Reporting & Statistics
- Reporting/Project Tracking
- Portfolio Management
- Project Planning/Scheduling
- For Real Estate
- Reminders
- Workflow Configuration
- Idea Management
- Projections
- For Mac Devices
- Volunteer Management
- Appointment Management
- CRM
- For Financial Institutions
- Prioritization
- Relationship Tracking
- File Sharing
- Reporting/Analytics
- For Small Businesses
- Third Party Integrations
- Forms Management
- Resource Management
- Membership Management
- Traditional Methodologies
- Team Assignments
- For Startups
- For iPad Devices
- Search/Filter
- Milestone Tracking
- Real Time Notifications
- Business Process Automation
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Smith.ai
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CRM Management
Users appreciate Daylite for its robust CRM capabilities, allowing for effective management of large databases, with one user managing over 27,000 companies and 15,000 contacts.
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Integration and Workflow
The software’s integration with Apple Mail and other tools like iOSXpert enhances its utility by enabling email marketing, web forms, and automation. Its ease of IT administration and customization received high ratings, indicating its adaptability to various business needs.
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Team Collaboration
Daylite supports project management, billing, and sales departments by organizing client information and communications efficiently. This feature facilitates seamless coordination among team members.
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Vendor Support and Product Innovation
The software is praised for its continual improvement and the productivity it enables. Users also value the vendor’s support and the reliability of the product.
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Cross-Platform Availability
A significant limitation mentioned is the absence of a web-based version, restricting the use to Apple product users. This limitation means Windows users cannot benefit from Daylite’s features.
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Email Integration Limitations
While the integration with Apple Mail is highlighted positively, the inability to integrate directly with other popular email services like Gmail was noted as an area for improvement.
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Customization and User Interface
Some users expressed difficulties with the customization options available, particularly with the templated fields and smart lists, which could be more intuitive and flexible.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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