Nutzerbewertungen im Überblick
Über Daylite for Mac
Daylite von Marketcircle, Inc. ermöglicht es Nutzern, viele Geschäftsaspekte in einer einzigen Anwendung zu verwalten. Die Lösung priorisiert Projekte und Möglichkeiten, um einen Einblick in die kurz- und langfristigen Ziele...
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- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Daylite vereinfacht die tägliche Organisation
Für unser Unternehmen ist es die perfekte CRM-Software.
Vorteile
Die Software ist kompatibel mit Mac. Sie ist sehr strukturiert aufgebaut und stellt Schnittstellen für die Integration von weiteren Tools bereit.
Nachteile
Nach Updates kommt es in den ersten Tagen immer wieder zu Fehlern, welche das System abstürzen lassen.
In Betracht gezogene Alternativen
Salesforce Sales CloudAntwort von Marketcircle
Hello Johanna - Thank you for your review! Thank you for your ongoing support!

- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
My Seasoned Love Affair With Daylite!
Phenomenal control over all my data, commitments, opportunities, and projects. I now excel at staying on top of my commitments. Fewer things on my mind due to Daylite's automation features. I manage both my business and family life with Daylite an integrated solution for information management.
Vorteile
When I realized my peace, sanity, and time were worth protecting and was fed up with complaining to my wife about a piece of garbage software I was currently using, I did not have a solution to replace it with. I had no knowledge about Marketcircle's Daylite. It wasn't until I threw the gauntlet down that there had to be something for the Mac that was serious for running my small business did I discover my new-found love.
I have scars from using other programs. That’s how bloody it got, how costly. But for a precious fraction of the cost with Daylite, I have peace like a river flowing out of my personal and professional commitments. I am in control. Thank you, Marketcircle!
This year marks my 11th anniversary with my new love, Daylite. She has been so good to me. She is flexible, customizable, expandable, able to take on new tasks and projects without fuss. It's been a peaceful 11 years since our new relationship began, and God forbid that I would do anything intentionally to harm that relationship.
It wasn't long after being introduced to Daylite that her hidden capabilities came into view. The more time I spent with her, the more I became grateful for her creator. "You mean this company fosters feedback from the experience I am having with their prize creation? You mean I can have a hand in the engineering enhancements beyond what she is doing for me today? This is phenomenal!”
Nachteile
When I select an object and create "New Appointment" from that object, the title field for the Appointment should automatically be populated.
Phone support, when needed, would upgrade Marketcircle on par with companies of excellence like Apple, Bluehost, and Cannon. There's always room for improvement in service to the customer.
Antwort von Marketcircle
Thank you Barry for your love for Daylite! :)
We are super happy that Daylite provided you peace and sanity in running your small business.
Happy 11th anniversary Barry!
- Branche: Unternehmensberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Best CRM for Mac Users
I run everything on Daylite. I couldn’t imagine life without it
Vorteile
Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there.
Nachteile
I haven’t found it brilliant for Sales Analysis, such as things like conversion ratios, value of projects / customers etc. But maybe I’m just not good enough with the software. Also not great for tracking time management.
The software is designed for Macs - great. But some of my colleagues need to run financial software and so have to use Windows machines. It would be great if they could use Daylite too - but they can’t. So we have to run multiple systems.
Gründe für den Wechsel zu Daylite for Mac
Better for Mac. Liked the look and feel of it better.Antwort von Marketcircle
Hi Michael,
It's fantastic to hear you can't imagine life without Daylite, what a compliment!
We're passing along your feedback about Windows and more sales and time tracking functionality for our team to review as well! Thank you for taking the time to share your feedback.
Die besten Alternativen zu Daylite for Mac
- Branche: Bau
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Still waiting for Daylite to catch up
I will say that the support team at MarketCircle are first-rate, but they’re supporting a very tired-functioning and slow product, that doesn’t adapt to changing user expectations very quickly, if at all. There was a period of approx. 3 months where one of the main features, Daylite Mail Assistant, simply stopped working after an OSX upgrade. The support team was excellent during that period and they did extend my subscription as compensation. But I’m VERY tired of the entire software industry attitude of ‘release and fix’ rather than ‘polish and be proud’. If Daylite had another major competitor on the Mac platform, they’d likely move more quickly. But they don’t. So there’s not much impetus for them to bring the product up to modern standards. It still feels like a piece of software from the early 2000’s. I suppose in it’s price point, it’s competitive in that regard. But I’ll gladly provide the devs there with my laundry list of complaints if they’ll get in touch with me. I don’t want to sound ungrateful, but I think as a paying customer I’m entitled to render an informed opinion.
Vorteile
It has two essential components to track new business Opportunities and management/logistics for Projects which is what attracted me initially.
Nachteile
It is riddled with bugs in the code and inconsistencies in it’s severely outdated UI. The User Experience overall has been designed by engineers, with little regard for implementation of modern OSX conventions. If I had to distill it down to one major issue: TOO MANY CLICKS to perform simple tasks. All the functionality I’d want is there...somewhere. But it takes MANY MANY screens and clicks to perform simple everyday tasks, and ends up taking me MUCH longer than it should to input data. Also, the companion iOS apps for iPhone and iPad are severely hobbled, and there is NO web interface whatsoever. If you run it on a desktop computer (ie: in an office, desk bound environment) you’re fine. If you have ANY need to be a mobile user, you’re mostly out of luck. As an example, the iOS version will not allow file attachments when composing new email. That’s one of a loooong list of shortcomings I’ve logged since using this since 2014. The truth is, as soon as something more modern and functional comes along I’ll gladly migrate my business over to speed up my workflow. The Report engine is an absolute horror-show. Just try an build a custom report without pulling your hair out and giving up.
- Branche: Informationsdienst
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Love it
Vorteile
I love that it works seamlessly with all my Apple technology. I don't have to log into anything special or remember to mark anything and yet all my important communications are logged automatically whether I'm communicating via mail or my iphone. I can add notes, add a picture of handwritten notes to contact records, easily schedule followup, and nurture series to contacts. People always remark how organized I am and that I never seem lose track of things, and that's due in part to how easy Daylite makes it easy to store info, schedule followup, and manage open projects.
Nachteile
It still needs some work to be robust in pipeline management, but that's balanced out by the fact that all my information is easily accessed.
In Betracht gezogene Alternativen
PipedriveGründe für den Wechsel zu Daylite for Mac
The integration with my apple tech and not needing to log into a web based service.- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Daylite
Vorteile
Daylite is user friendly with many customizable functions which suit our business well.
The task system keeps us on track and nothing gets lost in the shuffle. We also are utilizing the activity sets to create systems and projects for workflow.
Daylite will enable a new untrained employee to enter into our business and take care of our clients easily Some much information is captured and stored in a sensible manner, it creates a continuum of customer service.
Nachteile
At times, there are too many reminder boxes popping up on screen.
It would be beneficial if we could like directly to the companies with who we do business, rather than logging on another screen.
In Betracht gezogene Alternativen
UKG ReadyGründe für den Wechsel zu Daylite for Mac
Ease of use and familiarity. Time invested in learning the functionality.- Branche: Musik
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
An excellent product but incredible service
It’s truly helped me take a unified approach to my tasks, projects, and communications
Vorteile
The customer support really treats this like a software that is integral to your business.
Nachteile
I think they could really benefit from exploring a Facebook integration to keep track of people I interact with on Facebook without a lengthy contact creation process for each person.
In Betracht gezogene Alternativen
Zoho CRMGründe für den Wechsel zu Daylite for Mac
Because it seemed cleaner and more well thought out, especially on Mac.- Branche: Militär
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
To work in our company the best option and I recommend to all.
Vorteile
Simplicity and clarity, We like this app
Nachteile
Insufficient synchronization between calendar and tasks Mac and calendars and tasks Daylite. When you drag a job and change the status of your Daylite calendar after synchronizing with your Mac calendar, the change made in Daylite reverts back.
In Betracht gezogene Alternativen
Salesforce Sales CloudGründe für den Wechsel zu Daylite for Mac
Regular updates, reliability, possibility to work off-line,
- Branche: Bildende Kunst
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
My staff loves it. Business intelligence is severely lacking.
I want to love Daylite. If the reporting were more robust, I would be THRILLED to stick with it. But without reporting and analysis, it is more like a glorified Contact Manager, Appointment Calendar and Task List--which is why my staff loves it. Unfortunately, I need business intelligence, and Daylite doesn't provide that.
Vorteile
It lives on the Mac desktop, like a "real" business application; not on a browser where it is too easy to get distracted. Awesome. It works on Mac. Excellent.
It takes some forethought to get it set up, but once set up it is flexible enough to handle unique needs. I initially loved that. Activity Sets automatically create Meetings and Tasks based on date (but there are huge problems, noted below).
Daylite does an excellent job of tracking individual events for each Person.
Nachteile
While Activity Sets do a good job of creating a series of upcoming Meetings and Tasks, Daylite has no idea that these "events" must exist in series. A meeting is a meeting is a meeting and a Task is a Task is a Task. This makes reporting next to impossible... Daylite cannot generate a report of how many People made it to one Meeting, but not to the next Meeting. It cannot tell me how many Phone Calls (each entered as a separate Task), for example, were made to a Lead before they came in for that first meeting.
Daylite uses Categories to keep track of People. A Person might begin with a category of 'Lead', then change to a category of 'Client', then have category 'Completed'. (We actually had 5 primary categories, each with subcategories to help us understand each client) The problem is that there is no history. Reporting, again, is nearly impossible: Daylite can give raw counts: How many People were added in the last 7 days? How many Leads do we now have? Etc. But these reports are a snapshot of current data. Once a Person moves to the next Category, I can no longer get an accurate report of: How many new leads were added last week? What is our conversion ratio? How long did they exist as Leads?
The Report Module is very limited. Custom Reporting is available but requires a 3rd party programmer.
Piplelines proved too clunky.
Antwort von Marketcircle
Thanks for the review! We appreciate you being a long time Daylite customer and your detailed review. We have discussed your feedback and using it to consider how to improve Daylite.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I Love Daylite
See PROS . . . it tells it all!
Vorteile
I've been using Daylite for 20 years as of 2022!! I love it. I use it for client contacts, storing data people jointly working in various organizations, managing my daily schedule. It is simple to use and has great storage capacity. I have 6,800+ individuals and organizations on Daylite. Support staff are also wonderful, and easily available to provide guidance when Daylite makes upgrades, as well as providing other support services. I HIGHLY RECOMMEND Daylite!! Sharon Strand Ellison, author, "Taking the War Out of Our Words," creator or the "Powerful Non-Defensive Communication" process, international speaker, consultant and organizational training provider.
Nachteile
There is nothing that I like "least" about Daylite
Antwort von Marketcircle
Hi Sharon! Wow, thank you so much for this amazing review! We're beyond happy to know that Daylite helps you and your teams stay organized and working efficiently at all times. I'll forward your shoutout to our Customer Service teams. Thank you for your ongoing support!
- Branche: Kunst & Handwerk
- Unternehmensgröße: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Information to everybody
The fact that you can write down absolutely everything such as schedules, tasks, emails and share it with other people is incredible..
Vorteile
It is like an agenda taken to the next level, it allows you to have all the notes and reminders, the data and everything perfectly controlled. something that just makes your life easier.
Nachteile
Maybe at first, when you start using it, it is not so intuitive
Antwort von Marketcircle
Hello Alexia - Thank you for this great review! It's fantastic to hear that you enjoy Daylite's linking and organization features. We're happy to hear that it makes it easier for you to share information and collaborate with people. Thank you for your ongoing support!
- Branche: Unternehmensberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Helps me to Get Things Done
I am happy with the SW and how it helps me to get things done in a logical and efficient manner. It also allows me to get things "down on paper" so I do not have to remember them or worry about forgetting something. If you use David Allen's GTD philosophies, then you will like DayLite. I have also used Sugar, but found that focused too much on office-based users. I travel internationally 70-80% and need to be able to run my business from the back of a taxi, in the airplane and in my hotel room after a long day. DayLite does a good job of helping to do that efficiently and keeping my sanity.
Vorteile
It is relatively intuitive and easy to use. Also good for people with a mobile office set-up as it interacts well between iPhone, iPad and MacBook. Customer support is good, albeit only via email and chat.
Nachteile
It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds, but I must also say that a number of these have been corrected over the years.
- Branche: Unternehmensberatung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Powerful and highly customisable multi-function app, but subscription prohibitive for...
1. My primary contact list, especially for business associates and friends globally from my working life.
2. List of domestic service providers with all relevant data such as contact details, account numbers etc. I have created forms as records of vehicle and equipment maintenance. All these can be linked including receipts imported as pdfs.
3. Domestic and community project management where suppliers, venues, resources, tasks, schedules/pipelines and receipts are linked.
Vorteile
Almost infinitely customisable fields, keywords etc. for fast data search and smart lists.
A CRM database, with the added functions of project management and data forms.
Automatic copying of e-mails to companies and people.
Ability to telephone from the app.
Ability to create templates and forms.
Linking of people, companies, tasks, correspondence and files such as receipts to a project, for example.
Not enough time to list all its amazing features!
Nachteile
Daylite is aimed at the corporate market. The switch to subscription service will sooner or later make it unaffordable for me as a retiree using Daylite for non-commercial personal and community projects. Marketcircle really should offer a lower cost version for personal use.
Because Daylite is so highly customisable, you need to have a very clear idea of what data you need and how you will use it before starting. However, once you have it set-up to your liking it is intuitive and simple with the aid of templates and forms etc.
Antwort von Marketcircle
Hi there,
Thanks so much for taking the time to give us your feedback!
It's great to hear you value how customizable Daylite is. We're proud that it's simple to use yet really adaptive!
If you'd like, we'd love for you to reach out to us at [email protected] so we can go over pricing with you and find the best option.
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
VERY Responsive Support for a Great Product
It's the most fully integrated software that allows me to manage all aspects of my business (less accounting). I love the integrated functions of; Calendar, Task Management, Project Management, Sales Opportunity Tracking, Data collection and analysis, robust Contact Management.
These features, combined with the email integration piece, allows me to quickly turn an email into a; Task, Calendar event, note, idea, or just save to an associated project, opportunity, company or individual file.
Daylite is an indispensable part of my day and essential to running and growing my business.
Vorteile
Daylite allows me to integrate all aspects of my day into two portals (email & Daylite). Daylite email integration, combined with (Calendar, Tasks, Team, Projects, Opportunities, Forms, et al) allows me to work inside one interface for all my needs.
The email integration is my favorite piece. I can action any email for a thought, idea, task, appointment, note and numerous other uses, without having to copy/paste, forward or otherwise transfer information.
Instead of managing multiple softwares (Outlook, Project, Sales Force, etc) I can follow pipelines, workflows, activity sets, and send merged mailings all from one portal, tracked to each person or company. I am a HUGE Fan.
Nachteile
The only functionality I could ask for is to integrate an email app into Daylite which would make the process complete. Other than that, Daylite Cloud has been indispensable to running my business, managing my team, and growing revenue.
Antwort von Marketcircle
Thank you David for your wonderful review of Daylite!
We're very happy to know that Daylite helps you run your business and your team, while growing your revenue!
Thank you for sharing David. :)
- Branche: Medienproduktion
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
The best project management app I have been able to find. I don't think another, as good,...
Without this software it would be a great deal harder to control each of the projects I work on. Every project has a different client base and different suppliers, all of whom can be input into the system. It's the control over information that gives peace of mind.
Vorteile
Daylite makes it very easy to track every project on my desk. I am a one woman company, working on a number of projects at any one given time and it could so easily be chaos without Daylite. Being able to view emails and documents within projects, as well as the ability to add notes is essential. Since I moved to a Cloud account it has been even better. Very reliable and easy to keep up to date while on the move. There is a lot that is customisable of which I only use a small amount, however that may change as I make use of the tutorials available. The calendar syncs across with ease and the 'Home' page is an essential tool, giving a clear view of the days appointments and tasks. Much of the software is customisable.
Nachteile
I am always seeking ways to work 'smarter' and thus save time. I would love it if there was a little more functionality so that I could input information on the Project page that would automatically populate a custom sheet in, say, reports. That would save me a huge amount of time. Being able to see the status of all projects and project history on one page would certainly be helpful to me.
Antwort von Marketcircle
Thank you Elaine for your review. I will email you for there is a way to see all your projects in one view.
- Branche: Konsumgüter
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Intuitive and immensely powerful
Early days with my first project (client) but having hosted a team workshop day to document (flipcharts and post-it notes) the end to end sales process (headline Stages and the detailed tasks/deliverables within each stage), I’m now developing and fine tuning Pipelines for Opportunties and Projects (including a Lost opportunities Pipeline) to help streamline the processes to help the business deliver more efficiently and at higher volume. I can see Sales Assistant high on the agenda in due course ... but one step at a time for now!
Vorteile
Having worked in a large Uk Plc for over 30 years, I have seen many iterations of different CRM systems come and go, each one promising to be better than the last... unfortunately, many never delivering on the promise we were sold as front line users and eventually falling into disuse. Now self employed as a consultant, I have been introduced to Daylite for the first time working with a small business that wants to grow; it has the capacity with orders, but is constrained by internal expertise and resource. At every step of my learning so far with Daylite, I have not yet failed to be impressed with the immense power contained within Daylite to automate, support and streamline the sales management process. I am now working very closely with my first client SME to develop fuller use of Daylite in their business using Pipelines and Forms to enable improved productivity and therefore sales growth from the same resource (to begin with) and the intuitive operation of the system should make this very easy and rewarding on all fronts. The online video tutorials are excellent and willingness of the software team to support and answer queries, first rate.
Nachteile
Not a lot to be honest, but I’m still learning!
Antwort von Marketcircle
Hi Gary,
Thank you so much for this feedback! We're so glad to hear you've had a great experience so far.
Daylite really is packed with a lot of power and features and it's great to hear you're getting value out of this flexibility! We know how important having a streamlined sales process is so we love hearing you're already taking advantage of Pipelines!
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
The BEST CRM program for a Mac user!
Vorteile
I have used Daylite for the past five years switching from another PC CRM program for the previous ten years. I love the fact that I do not have to be online to use Daylite, it resides on my MacBook and can sync with the cloud when I want to. I recently switched from "standalone" to "cloud" and converted on a Sunday. After having some questions, I received AMAZING technical help on a Sunday afternoon that made the transition VERY easy.
This program works VERY well and is worth the investment. Having all my data in one program that integrates with other programs has been fantastic. With DMA, this allows me to record incoming emails into the contact that sends them. This has proven to be a valuable feature of Daylite.
Lastly, their customer service is top notch. If you send a question, expect an answer or resolution very quickly. They earn five stars for this.
Nachteile
I would like more features (plugins) available with the program that I do not have to purchase from a third party vendor. Other than that, this program is perfect.
Antwort von Marketcircle
Thank you Brian for your review! :)
We're happy to hear that you find Daylite to be the best CRM program to run your business. May you continue to win more business, and get more done with Daylite!
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Life is so much better with a little "DAYLITE" in it...
As mentioned above we run virtually the entire business outside of financial accounting on Daylite.
We have been able to adapt Daylite to our operation and visa versa to create one software environment for the entire business. With Daylite we, Quote, Project Manage, Manage Contracts, Perform Plant Maintenance, Correspond, Email, Manage and Schedule Sales, Keep diary records, Keep and share company specific information among the workforce, manage employees, perform all of our safety management requirement, perfume quality assurance management requirements.
Vorteile
• Available on all devices, iPhones, iPads, MacBooks and iMacs
• Cloud access all over the world at any time.
• Very Broad and wide reaching functionality
• The ability to customise the software to suit our operation, we have been able to manage almost every aspect of our business, CRM, Safety, Quality, Quoting, Contracts, Maintenance, Correspondence, Email Integration.
Nachteile
There really is not much to mention here....
Antwort von Marketcircle
Hi David, thank you for this amazing review!
It's awesome you've been able to customize Daylite for exactly what you need! We know keeping everything in one place makes work life easier, so we're so glad we could help!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Feedback
Vorteile
It integrates seamlessly with Mac. It was the best software specifically designed for Mac users. Since our company runs 100% of Mac, it made sense to go with Daylite.
Nachteile
Software updates and functionality are lacking. I have requested numerous times for them to fix the bug with recurring calendar invites. They continue to say it is not a priority and will not be fixing. I can't think of any CRM/calendar, etc software that does not support recurring calendar invites. That is a huge issue with this product.
In Betracht gezogene Alternativen
Salesforce Sales CloudGründe für den Wechsel zu Daylite for Mac
it works well with Macs
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Great application that works seamlessly on all of my devices.
Makes my life and work easy to organise and keep up-to-date.
Vorteile
It syncs beautifully across all devices. Enables me to have all of the information and interaction with my clients and projects all in one place. The interface with Apple Mail delivers the emails into my projects and that combined with files, notes, appointments, and tasks all being attached to my clients means I am always clear on what is happening with my projects.
Nachteile
Hard to find anything I like least as Daylite is my go-to software. Its a small thing but it would be nice if the calendar view could be changed so that I could see more of the day on the screen at the same time i.e. it is currently in half-hour increments which can't be changed and I often work in evenings and have to remember to scroll down to see appointments in the evening. Would be good if it was customizable to change the viewing to hour increments.
Antwort von Marketcircle
Thank you Carol for your review! I will send your feature request along our Development and Design team!
- Branche: Maschinenbau oder Wirtschaftsingenieurwesen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Get Product For The Apple Centric Environment
Daylite manages customers, accounts opportunities with ease. Tightly coupled integration with Apple Mail and calendaring functions make it a seamless product that delivers results. It has depth and many time saving features as result of this tightly coupled nature of the Apple only ecosystem. It is this point where the challenge to Daylite exists, not the product but having the customer convert from a non-Apple platform to a Apple based computing infrastructure. The barriers of cost outside of Daylite are not insignificant, but the good news is that this cost barrier is becoming less over time and most users would be happy to move to an Apple based product.
Vorteile
Great Opportunity management. Ability to tag specific emails through the Mail Assistant to people, companies and opportunities is one of the greatest strengths
Easy to create sales processes
Find anything instantly with database wide searching.
Easy to integrate with supported 3rd party applications such as bulk mailers
Nachteile
Single platform support - Apple Only. (Including no Web Portal Interface)
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
The Best Rock-Solid Business Management Software (on any platform)
I've been able to run two businesses on Daylite, while also keeping track of clients and their matters, and delegating tasks to my team (and managing them).
Vorteile
As my firm grew beyond just me, I needed a solution that let me leverage my team without adding layers of complexity. Daylite become the place to turn to create workflows, manage contacts, run a calendar - and, in short, make it possible to run my business from anywhere.
Nachteile
As is the case with any good piece of software, there is a learning curve to using it well. Even if you implement only 10% of what it's good at, you'll be ahead of the game. Over time, you'll learn to use more and use it better and then it will be what keeps you humming along.
Antwort von Marketcircle
Hi Victor. Thank you for such a great review! We're happy to know you've been able to run two businesses and keep track of clients thanks to our workflows, contact managements and calendar features. Thank you for your support!
- Branche: Personalwesen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Great all-in-one CRM, Lead Management and Workflow tool for our business!
Our company has been using Daylite for 5+ years. MarketCircle is great at listening to customers and making updates and changes that are helpful to us. We are an executive recruiting firm and use this software to track clients, candidates, and each position we are asked to fill.
Vorteile
Daylite helps us to keep all information about a contact in one place. We can have contact information, notes from every conversation, every email communication, every document we have sent, and every opportunity, project or task associated with the client. Daylite has a great deal of flexibility in the ways you can remind yourself about upcoming activities. It helps us keep commitments to prospects and clients.
Nachteile
We cannot find a way to scan and load contacts into Daylite. We also wish it interacted with Evernote. We also wish that we could create custom reports more easily. Right now, Daylite recommends that we use a partner to create reports.
Antwort von Marketcircle
Thank you Lori for your review!

- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
The most flexible CRM we found for our business!
Vorteile
The rational model behind the software gives us the flexibility we need to support our customers and report our doing. To link nearly everything to everything is amazing and to handle different sales pipelines is perfect for our recruiting business where we help different customers to find their sales partners national and international. The Offline version works great and the synchronization (we host by our own) is a perfect idea to work internationally.
Nachteile
They are looking very carefully on integrating new features so the speed of modification is not that fare as we should expect it, but most of the time it is stable what you get...
The iPad version (especially for iPad Pro) should be more function rich oriented on the desktop version (thats not the fact so fare).
Antwort von Marketcircle
Thank you Werner for your review. We're happy that Daylite gives your business the flexibility that you need.
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Very Robust System for Small Business---But you Have to Put the Work In
Vorteile
Daylite has a lot of functionality and wonderful integration. (Our calendar and email integrates with Daylite). We use this software for our customer database. To get the most out of the product, you need to take the tutorials so you can learn how to "tag" customers and create mini databases. For example, if you have a buyer that has bought certain items from you company, you will want to tag that buyer with the name of the item so you can pull up reports. The more you use the tags and connections, the better your reports will be. We find these very useful, but if someone in the office forgets to tag a customer properly, the data is pretty much useless.
Nachteile
It is not "plug and play". You need to put the work in to understand the functionality.l If you have a "lazy" employee, you might not get the full use of the software