What is Daylite for Mac & iPhone?
Daylite is a small business CRM designed specifically for businesses on the Mac, iPhone & iPad. Apple supported features: - Sync with Apple Contacts - Sync with iCal - Integrate with Apple Mail Why small businesses love Daylite: - Simplify your business: Keep track of clients, deals, and projects all in one place - Stay top of mind: Create follow-up lists to make it easy to stay in touch with clients and prospects - Save time: Create custom email templates for personalized reach outs - Increase sales: Close more deals by tracking every deal through customized pipelines - Improve efficiency: Make sure everyone follows the right steps with custom checklists for projects and clients - More control: Get an overview of all your deals and projects
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Daylite for Mac & iPhone Reviews (18)
- ★★★★★12
- ★★★★★6
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Daylite is a Mac-focused CRM that commands strong loyalty among its users, with 14 out of 18 reviews awarding it a 5-star rating. Users consistently praise its ability to centralize business information, seamless integration with Apple Mail and devices, and intuitive linking of contacts, projects, emails, and tasks—many describe running their entire business on it. The project-based design appeals particularly to those who appreciate getting tasks out of their head and maintaining visibility across client interactions over years.
The main criticisms cluster around a few areas. Several users note limitations in sales analytics and reporting, such as conversion ratios and pipeline visibility. Windows compatibility is a frequent frustration—team members on Windows machines cannot access Daylite and must use parallel systems. Occasional technical hiccups appear, including mobile app crashes, slow syncing on larger databases, and navigation awkwardness (for instance, jumping between email and contacts on iPhone). A few users mention missing modern features like automated LinkedIn data import.
Daylite's dependence on the Apple ecosystem is both its strength and its constraint. Users with Mac-centric workflows and teams find it indispensable; those in mixed OS environments or needing advanced sales forecasting may hit walls. The software's longevity and stability—multiple reviewers report 15+ years of continuous use without data loss—suggests it delivers on core functionality, even if it falls short of some enterprise CRM capabilities.
★★★★★
Thursday, June 11, 2020
“Daylite allows me to effortlessly keep track of daily tasks,…”
Daylite allows me to effortlessly keep track of daily tasks, keep in touch with clients and focus on new opportunities. Further, it allows me to spend my day much more efficiently and focus on what's most important-my client relationships. My day begins and ends with Daylite. I consider it one of my most powerful tools for getting the most out of my business! To date, I have not found anything that I dislike about the platform. I would say that our team really only used a fraction of Daylite's capabilities until recently. Once you start digging in, you quickly realize there's a lot more you can do with it. You couldn't convince me to use anything else.
★★★★★
Saturday, May 9, 2020
“I used the software for over 5 years and I…”
I used the software for over 5 years and I recently came back to it having started a company with a partner. It is perfect to centralize the information and keep everything transparence.
★★★★★
Tuesday, May 5, 2020
“User-friendly platform for scalable client data storage I like that…”
User-friendly platform for scalable client data storage I like that you can organize everything from client contact info, names, dates, their role in the business pipeline, and attach emails. In our business we had 20 years of client data that we could draw from all in one place. Review collected by and hosted on G2.com. What do you dislike? When I had to go on the road with my laptop, sometimes it would run slowly or be difficult to get to sync with my emails since it’s such a large program. It needed a lot of assistance from IT setting up and maintaining security and backup files.
★★★★★
Tuesday, March 17, 2020
“Absolutely love the product. Marketcircle continues to update and revise…”
Absolutely love the product. Marketcircle continues to update and revise the software. Would love if the developers came out with more detailed specifics for the Real Estate.
★★★★★
Friday, February 14, 2020
“Overall: I run everything on Daylite. I couldn't imagine life…”
Overall: I run everything on Daylite. I couldn't imagine life without it Pros: Love the clean look of Daylite, and I love how it connects things together. All the info I need is right there. Cons: 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.
★★★★★
Thursday, February 13, 2020
“As mentioned above we run virtually the entire business outside…”
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.
★★★★★
Saturday, February 1, 2020
“Overall: Daylite is my #1 choice under all CRM+ Tools…”
Overall: Daylite is my #1 choice under all CRM+ Tools I've tested so far and it's worth and one main reason to stay on a Mac! Pros: Daylite has a very easy to use Interface on all Plattforms (Macs and Mobiles), thefore it is simply available at all time I need the features and informations I've stored in it earlier. Cons: Daylite does not give me enough support to sort or group information in variuous screens and it doest not always store information in an ordered manner.
★★★★★
Friday, January 31, 2020
“Overall: I am happy with the SW and how it…”
Overall: 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. Pros: 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. Cons: It has some limitations and inflexibilities that sometimes frustrate me, or force me to use "old-fashioned" work-arounds.
★★★★★
Thursday, January 30, 2020
“I just cannot imaging how we would track things otherwise.…”
I just cannot imaging how we would track things otherwise. The linking principle provides the perfect holistic approach. Pros: It does almost everything for me allowing for a framework, boundary, clarity of process and ultimately closure to everything that I'm doing. I don't have the niggling doubts of 'what have I forgotten'. I am very creative and with it comes a misted cloud of thought which when undefined brings uncertainty, lack of process and ultimately stress and anxiety. If I have an idea out jogging I add it quickly to my inbox. That thought is not part of a process and I no longer need to ruminate. I stress far far less and genuinely it has been beneficial to my help resultantly. Cons: There are some clunky issues navigating. Like being in contacts in the iphone and wanting add the person name that's just mailed me but I can't navigate to that mail. I just need to refine my process I think.
★★★★★
Thursday, January 30, 2020
“Pros: Daylite software has very intuitive and easy links to…”
Pros: Daylite software has very intuitive and easy links to files, notes, and emails. Cons: I found the opportunities and post sales steps hard to maintain and track.
