Daylite Reviews & Pricing

by MacWorks | Founded 1999, Markham, Canada

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Overview Pricing Benefits Reviews Features

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What is Daylite?

Industry Specialties: Serves all industries

Exclusively designed for Mac, iPhone and iPad, Daylite from Marketcircle is ideal for small businesses that need to track leads, projects, clients, contacts and tasks in a centralized platform. It helps nurture customer relationships with follow-up reminders and effective communication.

Users can leverage it to prioritize opportunities, gain visibility into short- and long-term business goals, track potential sales and measure project progress by milestone. It integrates with Apple Mail, Contacts and Calendar.

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User Sentiment

Based on 520 reviews:

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Product Screenshots and Videos

Daylite Pricing

Based on our most recent analysis, Daylite pricing starts at $25 (Per User, Monthly).

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Starting From: $25
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

Daylite is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Daylite:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Daylite Benefits and Insights

Why use Daylite?

Key differentiators & advantages of Daylite

Improved Client Management: Keep in touch with customers and have their details readily available. Organize communication and follow-ups, segment customers, and target the right people using filters. Access detailed information of contacts as and when needed.
Enhanced Conversion: Sales reps can close more deals and increase sales by tracking deals in the pipeline. They can also track leads from the initial stage and follow up with prospects throughout the sales cycle.
Accurate Project Management: Conversations, details, contacts and next steps are organized in a centralized platform, saving time, speeding up processes and minimizing errors.
Accessible Information: Combine emails and documents to quickly refer to and visit linked projects to check the latest status before client meetings. Get full project visibility and history from notes, emails, completed tasks, due dates and upcoming meetings.
Better Business Growth: Streamline processes and drive growth through a detailed overview of business and team performance. Improve efficiency and organization with checklists, pipelines and other tools.
Easy Third-Party Integration: Supports Zoom, Mailchimp, Slack, QuickBooks and more, as well as integrations using an API.
Increased Productivity: Managers can boost productivity by leveraging features like lead tracking, follow-ups, email templates, and shared phone calls and meeting notes. Custom pipelines help track prospects thoroughly and keep team members informed.
Informed Decisions: Interactive and standard reports help make strategic business decisions. See pipeline leads count, identify bottlenecks, track the close ratio and check team performance. Also, delegate tasks to team members to share workloads and keep everyone updated.

Industry Expertise

Suitable for small businesses across industries such as law, consulting, real estate, finance, design, technology and sales.

Daylite Reviews

Average customer reviews & user sentiment summary for Daylite:

520 reviews

91%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Daylite reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Project and Contact Management: It’s easy to schedule projects, track opportunities, and manage workflows effortlessly in real time, with full visibility for all team members, according to 97% of reviewers who talk about this feature.
Ease of Use: The system is user-friendly, according to 92% of reviewers referencing navigation.
Mac Integration: Availability on iPhones, iPads, MacBooks and iMacs is a benefit to 96% of users mentioning this aspect.
Powerful CRM: The system is flexible, has many features and versatile links between objects, and supports hybrid technology, according to 80% of reviews on this topic.
Email Integration: It helps in communications, lead acquisition, consistent data and task management, indicate 95% of reviewers referring to this feature.
Organized Data: Every user referencing this feature states it helps organize client contact info, names, dates and their role in the business pipeline in a central place.
Interface: The system has a simple, colorful interface, making it easy to use in the opinion of almost 80% of users mentioning this aspect.

Cons

Limitation: Every user who talks about this feature reports that the system suffers from glitches such as shutting down when entering info on a mobile device and a lack of web browser access to a cloud-hosted service.
Integration: The system doesn’t integrate with certain platforms including Zapier, Google Calendar, Facebook, LinkedIn and Instagram, according to all reviews mentioning integration.
Reporting: Every user referencing this feature notes it’s not user-friendly to create printable reports from different fields for contacts, tasks, forms and more.

Researcher's Summary:

Daylite for Mac helps manage projects, clients, tasks and customer relationships effectively. An intuitive interface makes its wide range of features easy to use. It helps centralize data about clients, ensuring smooth project and contact management. Most reviewers also find the email integration helpful and call out its specialty for Mac users as a primary benefit.

However, annoying glitches and lack of cloud service access are drawbacks, and users dislike that it doesn't integrate with a few important platforms. Reporting difficulty is another commonly cited issue. Overall, individuals and businesses that use Mac and want a system designed to meet their needs would find this to be a good fit.

Key Features

Apple Supported Features: Supports Siri, multitasking and caller ID to:

> Store emails, capture new leads and create follow-up reminders directly from an inbox through email integration.
> View personal appointments and sync contacts using Daylite’s calendar and Apple Calendar syncing.
> Receive notifications for meeting invites, tasks and reminders.

Lead Management: Manage sales opportunities throughout the lifecycle, track lead probability and prioritize deals based on winning potential. The Smart Lists feature supports segmenting leads into customizable lists using filters.
Quotes and Document Management: Create standard as well as custom quotes on the go. Upload files such as contracts, links and photos to online files and folders.
Reporting: A report engine generates information on tasks, sales and projects using built-in or customizable reports to keep tabs on key metrics.
Referral, Interaction and Milestone Tracking: See referral sources as well as spot leads that are referred. Keep a chronological history of emails, calls and meetings for visibility into interactions. Important milestones can be tracked using customizable pipelines.
Task Management: Helps manage tasks efficiently via follow-ups and to-do lists with due dates, notes, reminders, and priority levels. Managers receive notifications when an assigned task is done or updated. They can set tasks and appointments to repeat weekly, monthly or as needed.
Checklist Templates: Create customizable checklists using the Activity Sets feature to manage protocols, follow-up series’ and projects.
Shared Calendar: Check the schedule of an entire team at a quick glance. View multiple calendars at once and schedule meetings accordingly.
Permissions: Control who can see and access sensitive information, ensuring data security.
Offline Access: Work anywhere, anytime without internet connection, as the data is stored on Mac, iPhone and iPad.

Limitations

User reviews suggest the follow drawbacks of the software at the time of this review:

No web browser access to a cloud-hosted service.
Dependent upon Apple for integration with Microsoft Exchange Server or Office 365.
Limited ability to create customized views and reports across multiple objects without developer assistance.
Difficult to create user reports due to a limited number of user-defined text and date fields.

Suite Support

Read customer stories to know how to close more deals, get more jobs done and improve efficiency. View webinars on topics like project execution, client management, deal closure and more. Check the blog section for extensive help articles in different categories.

Email: [email protected].

Phone: 905-480-5555.

Training: A dedicated training section contains videos and detailed instructions on how to capture leads, nurture relationships, manage follow-ups, close deals, execute plans and more. Trains users on project management, task management, sales tracking, contact management and more through extensive articles.

Tickets: Submit requests through a dedicated portal.