Daylite for Mac
Review of Daylite for Mac Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Daylite for Mac
Daylite for Mac Screenshots
Daylite for Mac Features
Daylite for Mac Integrations
Customer Reviews
See why people love Daylite for Mac
Heather R.
Verified UserEntertainment · Self-Employed
Fantastic app!
I have been looking for a simple easy to use app to keep all my clients records and appointments together in one place. This app is wonderful and sorry I didn't find it sooner. The customer service is excellent.
- I loved the easy way it integrated with Apple Mail, and my iCal
- Fantastic, the emails can be quickly assigned to any contact, appointment or project, and it links with existing contacts automatically
- nothing, everytime I look for a solution while I am setting up, there is one
- Daylite does come up much in CRM searches which is odd
- I asked ChatGTP for the best CRM for Apple integration and it put Daylite at its top recommendation
Switched From
I spent ages trying to set up ZOHO. I thought it was good, but integrating with Outlook was a nightmare and the calendar remained outside the App. I gave up. Wasted a lot of time.
Why they chose it
"Mainly due to ease of integration. My bookings are often multi day and many apps only allowed appointments across one day. That ruled them out. Also integrating with Outlook means you need the business version of Outlook and setting that up was a nightmare."
Ted W.
Verified UserManagement Consulting · Self-Employed
Technical Excellence with High Customer Experience
The level of customer support is EXTRAORDINARY. As part of the onboarding process, I was assigned a dedicated person who was knowledgable, patient and thorough. it is like having the GENIUS BAR at your finger tips. Excellent customer service and the NICEST people (Canadians, of course!)!!
- Apple already has a good ecosystem of products but for business purposes, they can be (very) siloed
- Daylite brings it all together in an incredibly INTEGRATED fashion
- It is also a native application on the Mac - not just web-based - so it feels responsive and local
- Yay
- Calendar scheduling
- I know the company is currently at work on this but creating recurring events is a bit of a cluster and integrating seamlessly with Microsoft and Google-based calendaring is not "there" yet
Why they chose it
"They aren't Mac-based and only server-based. So they do NOT integrate nicely with Apple's ecosystem AT ALL. Also the alternatives are clearly built by geeks (no offense) but they are NOT friendly to use."
Carol S.
Verified UserManagement Consulting · 2-10 employees
Couldn't function well without it
They are very responsive to my queries and get back to me within 24 hours if I need help. The 24 hours is completely acceptable since I am based in NZ and they are on a different time zone.
- The software is project based rather than calendar based but it has all the functionality of a highly effective calendar, task and file linking package
- The linking of clients to projects, calendars, contacts, notes, tasks and emails is so helpful
- I can click on a client or a project and see the whole history of how I have interacted with the client, what projects we have worked on, when I last spoke /emailed them etc
- It makes it super easy to stay clearly on top of all of the different projects and priorities I have
- It syncs with my phone and iPad and computer so I am up to date at all times
- I used to wish that I could link emails on my phone to Daylite
- The functionality used to only exist with the desktop
- Last year, they added this functionality and now it makes my life much easier
- Occasionally it hiccups in the email linking but is getting better and better as they do the fixes
Ben E.
Verified UserPublishing · Self-Employed
The best small business or freelancer CRM
Extremely positive. I was a Daylite user for a long time, switched to something else including various web based solutions, and will now switched back full time because I miss the advantages of a native Mac app.
- Daylite is beautifully integrated into macOS, very easy to set up, very easy to use
- A masterclass of focused app development n
Daylite lacks a little flexibility at times, and I think the iOS and iPadOS apps are rather behind the Mac app
Switched From
Ease of use and integration with macOS
Why they chose it
"Integration with macOS and out of the box use"
Stephen H.
Verified UserNewspapers · 2-10 employees
Why we use Daylite as a media company
Daylite is just easy to use. We spend very little time during induction teaching people how to use Daylite. If they can use a computer they can use Daylite. I recently had an issue with my personal installation. The support team from Daylite responded quickly and solved the matter within the hour. This was made even more compelling by the time difference between my locale and that of the support team. Regardless of how good the product is, the ability of the support team to get you out of trouble quickly and without fuss is what determines the quality of the product.
- The integration across the Apple platform is critical
- We don't always have our computers with us, the ability to stay up to date in field is important
- Being able to update the database on our iPhones and iPads lightens the physical load on our team
- If I find one I'll let you know
- Like all software there are features that could be better
- with the integration across the Apple environment these niggle are less important
Why they chose it
"Daylite was the most configurable and easiest to use"
Adrian C.
Verified UserFinancial Services · Self-Employed
A fully featured and user productive CRM
I have been using Daylite since v2 (now v6 and cloud based). It provides a wide CRM feature set and integrates aspects of project and time management. For small business operators that is really useful. What is particularly useful to me, is that it integrates so well with Mail - so many leads & communications come or go via email. Being able to link Contacts, Companies, Opportunities, Projects, Appointments - and capturing that connectivity in my CRM is really useful. Having work with a Salesforce implementation where capturing email traffic and info was never as comprehensive - Daylite is a pleasure to use. There are a range of readily available and easily installable developer add-ons (e.g. www.iosxper.biz and www.puremac.com.au). They add additional features (e.g. multi-currency invoicing, productivity enhancements, Kanban boards), integrations (e.g. online diary publication & management, email campaigns, phone integrations, messaging, web conferencing) and improved reporting. My only real frustration is the inability to create customised views and reports across objects - without developers assistance. While the layered stack architecture will allow enormous customisation - you really need a coders help. Having said that, for 85% of what I do, I can survive for now and as my new business grows and scales, I know there is a solution to my needs. Overall I am a Daylite addict and evangelist!
- Awesome user interface, integration into MacOS environment (e
- g
- Mail), layered architecture allows for integration and customisation, loyal developer ecosystem and low cost per user
- Do not underestimate the value of the Daylite Mail Integration - so much of my communications and lead acquisition is via referral and via email - getting data quickly and consistently into any CRM is essential to its adaption
- There are iOS/iPad OS apps - not a desktop replacement but great for road warriors to keep the communication channels open or to make productive use of time when out of the office and between meetings
- Some highly technical limitations: - No web browser access to a Cloud-hosted service - but the OSX and iOS apps are awesome
- - Limited "regular" user ability to create customised views and reports across multiple objects without developer engagement
- - Dependent upon Apple apps for integration with MS Exchange/Office365 - more limited in iOS version
Switched From
I started my own business, prefer the Mac environment and could not face the amount of customisation and poor integrations to everyday needs (e.g. email) found in Win10 apps or purely browser/cloud based services. With many disruptive CRMs project no fees, to match the out of the box feature set and productivity of Daylite, you need to subscribe for layers of add-on services. They are not price competitive. There are email add-on solutions which partially work but not with the ease, sophistication or as comprehensively as Daylite & Daylite Mail Integration.
Verified Professional
Media Production · Self-Employed
Improvement over time!
I really like the Opportunities funnel - that I can keep top of mind who are all the potential clients and when I need to follow-up with them - and the way I can do a report of where they came from and how much business I won.
- I love that I can access everything on my phone and my computer and it automatically syncs - that I can have all of my calendar appointments, tasks, clients, projects, opportunities and corresponding emails all in one place whenever I need it
- I really couldn't live without this product
- I rely on it for everything
- Ever since it's been in the cloud, it's gotten much better, and they've really added a lot of features, and web seminars and more customer support
- It doesn't play well with others and integrate easily with other software - particularly with other calendar systems
- When I want to invite my husband or son to personal family calendar appointments, it's many steps for them to accept a meeting
- I wish they would fix that feature and also integrate with other apps and not have to use Zapier or multiple steps
Why they chose it
"Someone showed it to me years ago and got me on it and quite honestly, when I thought about switching, it felt like much more trouble than it was worth - and then they improved so I didn't feel I needed to."
Verified Professional
Military · 2-10 employees
To work in our company the best option and I recommend to all.
Military
- Simplicity and clarity, We like this app
- 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
Why they chose it
"Regular updates, reliability, possibility to work off-line,"
Verified Professional
Apparel & Fashion · 2-10 employees
Mac
Sales focus
- It works great- ease of transition and works across all of Mac
- Nothing- it was easy to use- offered great customer support
Switched From
I did not want to have to use the windows machine
Diana B.
Verified UserFinancial Services · 2-10 employees
Powerful All-in-One CRM and Project Management f
Overall, my experience with Daylite for Mac has been positive. It's a powerful tool for managing both projects and client relationships in one place.
- I enjoy the project management and CRM functionality in a single platform
- I love how it allows me to track both client relationships and project tasks seamlessly
It feels a bit overwhelming for new users, especially when setting up the system and figuring out all the advanced features
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