2025 Daylite CRM for Mac Review: Key Features & Drawbacks

What Does Daylite CRM Do?

About Daylite

Marketcircle’s Daylite has become a cornerstone in the CRM landscape, especially among Apple users. Founded with the aim of boosting productivity for small businesses, Daylite has expanded its reach across various industries with a robust feature set that supports numerous business operations. 

The company’s dedication to delivering user-friendly, highly integrated solutions is evident in its ongoing efforts to simplify sales processes and enhance client communications for business owners.

Key Features of Daylite CRM

Daylite CRM simplifies operations and boosts efficiency for small business owners managing various sales processes. This section highlights how Daylite enhances task management, improves client communications, and builds stronger client relationships. Discover how its features align perfectly with your business objectives.

Mac Integration

Daylite CRM shines when integrated with Mac devices. Here’s why it stands out for those deep in the Apple ecosystem:

• Apple Mail and Contacts Sync: Imagine seamlessly managing your contacts and sales opportunities without ever leaving your Apple Mail app. Daylite adds a practical sidebar to Apple Mail, making it simple to adjust or add contact information directly within the app.

• Calendar Seamless Integration: Forget the hassle of app switching. Daylite syncs flawlessly with your macOS Calendar, showing your upcoming meetings at a glance. Edit or schedule new events directly from your Mac or iOS device—essential for managing a tight schedule.

• Offline Capabilities: Daylite sets itself apart with robust offline functionality. Continue working uninterrupted even without an internet connection—a crucial feature for anyone traveling or in areas with unreliable internet.

• Designed for iOS and macOS: Daylite is more than just compatible with Mac—it’s specifically crafted for it. This ensures a fluid user experience that meshes perfectly with your Mac, iPhone, or iPad. It utilizes familiar interfaces and integrates with Apple’s native features like Siri, making it intuitive for Apple product enthusiasts.

Contact Management

Using Daylite CRM ensures that my contact management is seamless, preventing any details from being overlooked. Daylite CRM reviews highlight its critical role in fostering stronger client relationships, which is essential for any small business, like mine. Here’s what makes it stand out:

• Centralized Contact Information: All client data, from contact details to past interactions, is neatly organized in one spot. Its seamless integration with Apple Contacts and Apple Mail boosts efficiency significantly.

• Advanced Segmentation: This tool allows me to organize my contacts using various filters, enhancing my sales processes by tailoring my outreach.

• Activity Tracking: Daylite records every interaction—emails, calls, meetings—ensuring thorough follow-ups and sparking new sales opportunities.

Project Collaboration

Project collaboration using Daylite CRM unlocks all your project’s possibilities, particularly when handling multiple tasks. Explore how it revolutionizes your workflow:

• Centralized Project Visibility: Daylite shines by neatly arranging every project detail—from communications to upcoming actions—on a single dashboard. Imagine seeing all your project notes, emails, and tasks in one spot, saving you from scrambling through various apps or files. This central hub is crucial for maintaining control and staying ahead without the clutter.

• Task and Milestone Management: With Daylite, setting and overseeing key project milestones and task management becomes a breeze. Assign tasks, set deadlines, and track progress, all within the platform. This feature ensures that every detail is accounted for and every deadline is met, maintaining project momentum and accountability.

• Collaborative Tools: Daylite fosters a shared workspace where you can exchange project insights, meeting notes, and plans with your team. This streamlines communication, cutting down on endless meetings and boosting productivity. Real-time updates mean every team member is up-to-date, enhancing collaboration and driving project success.

• Automation and Templates: Leverage Daylite’s templates for frequently recurring project types to expedite new project setup and ensure uniform execution. Automation of routine tasks frees up time and minimizes mistakes, allowing your focus to remain on delivering high-impact project outcomes.

Calendar Synchronization

One thing I’ve come to appreciate about Daylite CRM is its robust calendar synchronization feature. If you juggle a hectic schedule across different platforms, this tool becomes a lifeline.

• 2-way Sync with Apple Calendar: This synchronization is as smooth as silk. Any adjustments I make in either Daylite or Apple Calendar show up immediately on the other side. Whether shifting a meeting time or carving out hours for focused work, it ensures my schedule stays precise and updated.

• Viewing and Managing Appointments: With a quick look, I can review my upcoming days or weeks. This quick check helps me manage my appointments effectively and, crucially, avoids the risk of double-booking—a frequent pitfall in my fast-paced environment.

• Scheduling Team Meetings: Organizing a team meeting within Daylite is a breeze. It lets me see when everyone is available, dramatically reducing the usual flood of coordination emails. This capability not only saves time but also enhances our task management and client communications, which is crucial for maintaining strong client relationships among small businesses.

Pricing Plan

Daylite CRM pricing is carefully designed to meet diverse small business needs, especially highlighting its seamless Apple Mail integration—ideal for those using Apple products. Here’s how it supports your sales processes and stronger client relationships.

CRM Plan

• Monthly Cost: $30 per user
• Annual Savings: Pay annually and save 16%, lowering the cost to $300 annually.
• Core Features: Contact management, task management, and the Daylite Mail Assistant. Integrated deeply with Mac, iPhone, and iPad apps, supporting 2-way syncing with Apple Contacts and Apple Calendar.

Sales Plan

• Monthly Cost: $50 per user per month
• Annual Savings: Pay annually and save 16%, lowering the cost to $500 annually
• Add-Ons: For teams needing more, you can add additional sales opportunities in packs of 20 for $10 per month. It includes all CRM features plus tools like Sales Opportunities Board and Sales Pipelines to streamline your sales process.

Projects Plan

• Monthly Cost: $50 per user per month
• Annual Savings: Pay annually and save 16%, lowering the cost to $500 annually.
• Project Management Tools: Start with 50 active projects, with the option to purchase more in packs of 20 at $10 per month. It integrates project boards and detailed reporting to help you manage and complete deliverables efficiently.

Business Plan

• Monthly Cost: $70 per user per month
• Annual Savings: Pay annually and save 16%, lowering the cost to $700 annually
• Comprehensive Tools: This all-in-one package combines CRM, sales, and project management, perfect for businesses looking to scale. It includes 75 active opportunities and projects, with additional packs of 20 available at $10.

Is Daylite CRM Easy to Use?

Right off the bat, Daylite CRM made me feel welcome during my registration. They asked thoughtful questions about myself and my business, which not only personalized my experience but tailored the CRM to my needs. 

Along with registration, I was given the option to book a complimentary demo session, a nice touch that hinted at the level of customer care Daylite values. The interface itself is mostly intuitive. For someone who spends their day toggling between Apple contacts and managing task management needs, Daylite felt like a breeze. They’ve managed to make sure that their system aligns well with typical sales processes often encountered by business owners, particularly those operating a small business. 

However, it’s not all smooth sailing. There are moments where the simplicity you’d expect isn’t there, especially when digging deeper into features like Apple Mail integration. But once you get the hang of it, Daylite offers tools that can indeed help forge stronger client relationships and streamline client communications. The learning curve? There’s a bit of one, but with a little time and their guided resources you can master the platform.

Available Integrations

If you’re considering how Daylite can mesh with your existing tools, you’re in for some good news. Daylite offers a robust array of integrations that help streamline your sales processes and boost efficiency, especially if you’re heavily invested in the Apple ecosystem. 

These integrations enhance everything from Apple contacts management to task management, making it a versatile choice for small business owners keen on fostering stronger client relationships. Here’s a snapshot of some integrations that can transform how you work:

• Apple Mail
• Google Suite
• Microsoft 365
• Zapier
• Slack and Teams
• QuickBooks
• Zoom
• Mailchimp

Daylite Customer Service

When it comes to customer service, my experience with Daylite has been notably solid, aligning well with the praises I’ve seen echoed by others. Many users, including myself, appreciate Daylite for its seamless integration with Apple services like Apple Mail and Contacts, which undeniably smooths out many bumps in managing client communications and sales processes—especially for us Mac lovers. 

However, it’s not without its quirks. A few users have noted slow responses on iOS devices, a hiccup that can be frustrating when you’re trying to access information on the go. Thankfully, the support team at Marketcircle, the creators of Daylite, is responsive. They seem genuinely invested in resolving user issues, which is a breath of fresh air. They offer support through email and live chat, which, while not round-the-clock, is robust during business hours. 

One critical thing I’ve found—both personally and from feedback—is that getting familiar with the interface initially takes a bit of patience. Once you’re over that learning curve, though, it’s smooth sailing. This is something to keep in mind if you’re considering Daylite; perhaps start with the demo version to get a feel for it.

Which Companies Work with Daylite?

Daylite CRM shines in its dedication to small businesses, seamlessly integrating into their daily operations with a focus on building strong client relationships. I’ve noticed that it’s particularly favored in service-based industries. 

Here are a few companies that effectively leverage Daylite in their day-to-day activities:

• Al McDonald
• Bailey, Bilyeu, and Associates
• Centerline Wealth Advisors
• CFO Insight LLC
• McNeely Financial Strategies LLC
• Mortgage Alliance West
• Motion Tactical
• PEARonline

Alternatives

Are you curious about what other tools might fit the bill for task management and client communications? Let’s jump into some notable competitors that could be the perfect pivot from Daylite for your needs. 

• Freshsales 
• Insightly
• Salesforce 
• HubSpot CRM
• Zoho CRM

Suitability Assessment

I’ve thoroughly analyzed Daylite CRM, and these are reasons you might want to go for it and reasons you might not want to:

Choose Daylite CRM if:

• You’re a small business owner deeply entrenched in the Apple ecosystem
• Your sales processes are focused on building and maintaining strong client relationships.
• You prefer a monthly or annual subscription that scales with your business needs.

Avoid Daylite CRM if:

• Your business demands extensive customization or integration with non-Apple platforms
• You need advanced reporting and analytics capabilities