- Simon T.Director
We have been using Daylite for about ten years and it is at the heart of our marketing operations. The contact management system is installed on my iPhone, Macbook Pro and other Apple devices, which means that I always have my entire database with me wherever I go. Review collected by and hosted on G2.com.
- Anton F.Small-Business(50 or fewer emp.)
Total integration with Billings and super easy to navigate. The system is user-friendly, easily customisable and visually very appealing. Infinite possibilities to create stages, CRM info and customer data, project management and much more. Review collected by and hosted on G2.com.
- Verified User in Management ConsultingSmall-Business(50 or fewer emp.)
Native integration with all Apple platforms puts it ahead of other SAAS solutions for macOS users. Includes email, tasks, contact, calendars, and more. As an example, emails are automatically linked to matching contacts, accounts, opportunities, and/or projects regardless of which Apple platform you are using. And Daylite can support multiple email accounts simplifying your life if you are an independent consultant. I often have 3-6 different email accounts for various clients. Daylite helps keep them straight and tied to the right client. Review collected by and hosted on G2.com.
- PJ M.Associate
It's not the worst app I've ever seen, but it comes close. Review collected by and hosted on G2.com.
- Verified User in FarmingSmall-Business(50 or fewer emp.)
The corporate attitude. They think they are AMAZON.com.... refusing to provide a way for a business customer (a customer who relies heavily on them) to talk to them. Bizarre shift of events. I remember when I got great one-on-one interaction from them. Prior to writing this review I did 4 emails back and forth with their "customer service staff" and never did they show an interest in my concern. Review collected by and hosted on G2.com.
- Verified User in ConstructionSmall-Business(50 or fewer emp.)
The UI is tired and needs updating to modern standards. They need to adopt a more Kaizen approach to reducing the number of clicks to create links and relationships. Review collected by and hosted on G2.com.
- Steven B.Law Practice
Daylite is promoted as great for getting new work. It is but it is much more than that. Once a new job is won, Daylite tracks the work, keeps time and records all movement on the file. When you time cost work, the ability of Daylite to track every action taken and all letters, and emails and documents received quickly and efficiently is fantastic.
- Alexia F.Arts and Crafts
The fact that you can write down absolutely everything such as schedules, tasks, emails and share it with other people is incredible..
- Sharon E.Professional Training & Coaching
See PROS . . . it tells it all!
- David P.Primary/Secondary Education
After developing my entire CRM system around Daylite, they switch to a subscription service. It's bait and switch. My data and my system are now being held ransom. The company cannot be trusted. Don't commit yourself or your company to them!
- Rick C.Shipbuilding
Used the "combine" function and now our data is totally blown. Been since February 11, now 25th. No help except we'll look into it. Cant use any of our 8 yes if data and can not add any new data. Where is the help ?
- WJ P.Legal Services
The worst customer service Ive seen. Awful. Non-responsive, and unhelpful.
- Fred ALPIChanteur, guitariste, producteur
Daylite is probably the software I use the most, both in its desktop and mobile versions. It helps organizing my whole life should I say, both professional and personal. My multiple activities require a very tight management of tasks, contacts and schedule. Daylite allows all of this, and the ease of synchronisation with the mobile app is therefore essential. I am an independent, and use it alone, but I guess it is a good teamwork tool as well.
Calendar : much more powerful than the basic Apple Calendar, it allows to schedule all kind of meetings, repeated or not, and to link them with contacts, categories or documents. The sync with mobile apps, both on iPhone and iPad, is perfect. Contacts : a vital part of the software, as I manage contacts in many categories, and can with Daylite both have them I select only on my iPhone, but have multiple search criteria which are very helpful for my emailing list management for example. Tasks : as an independent musician, producer and manager, I have a huge number of tasks to organize and coordinate. This is vital for my activity, and I save a lot of time with Daylite, as everything is with it simple and effective in order to create tasks, link and follow them.
- Verified UserManager
We have used Daylite in the business for over 12 years. We are quite happy with Daylite and its ability to manage a very large CRM database. We have over 27,000 Companies, 15,000 contacts, and thousands of projects and opportunities. Apple Mail integration helps link emails and attachments into a central database for an easy-to-use central repository and customer/project history. If we need to look up history on a project or the status of an Opportunity, all staff just need to go to one place to find it all. The filtering abilities and fast searching are amazing and very versatile. I have not seen another CRM with this ability, speed, or ease of use for searching. These searches can then be saved as smart lists and shared among the organization or specific teams. Integration partner iOSXpert has some really good tools to extend the features of Daylite, too, such as Web Forms, automation, and MailChimp Integration for email marketing. Daylite Cloud now easily connects to Zapier for integration and automation with hundreds of other cloud solutions. With this, there are so many more options available to the company and various team needs. Tracking the many opportunities, contact forms from websites, projects, and all the people and companies we work with - Daylite has been key in keeping this information straight and at our fingertips.
- Darren MihalicBusiness Development Manager
Daylite is one of the best CRM's built for iOS which deals in managing the clients, engaging more clients, helps in closing more deals, and finish[ing] more projects. It is loaded with rich features like email syncing, it attaches all the emails immediately without wasting time from the slide bar. It allows [you] to have a track on the project, helps in maintaining good workflow, and works perfectly on the Mac devices without getting slow and [causing a] delay in working.
Its interface is quite modern and easy to use. Another feature that stands out [about] Daylite is its integration with other Apple services. It integrates with mail, Apple contacts, calendar, Siri, and notes which collectively creates a friendly environment to access any information on the platform easily. The dashboard is pretty much simple and helpful as the user does not need a high level of knowledge to navigate things on the platform. Customer support is professional.
- Pattie CovertSenior Graphic Designer
5 people are tasked with their role in a project by the Creative Director, who is running Daylite Server on his Mac. The employees are notified of their involvement by a task appearing on their calendar. Once a task is complete, the employee checks a box in the Mail extension when sending an email detailing their accomplishment. When an entire project is complete, the Creative Director marks the project as "done." Daylite is very helpful in answering the question, "Hey, where are we on this?"
We're using Daylite 5 and are soon abandoning it because: a. Daylite 5 is not cloud-based (6, is) b. Daylite is for Mac users only, and we need a solution for our whole team c. There are many "rabbit holes" that you can go down in submenus that it can be confusing
- Verified UserProject Manager
Daylite is used by the project management, billing and sales departments. We use Daylite to track and monitor client accounts, communications, sale opportunities and overall contact information. Daylite addresses the problem of organizing client information and communications when there are several people who need to contact clients and coordinate their communications with other teams. Daylite helps us keep track of emails sent between the client. It is also our "contact book" that has all the clients contact info and any special notes that would be helpful for other team members to know. Daylite also helps us track sales opportunities and what packages and services different clients have ben sold on or if they aren't interested in something we've already talked to them about. Overall, Daylite keeps us organized as a team!
- Dana HurseyCEO
I use this as my main CRM software. I use it for email management as well as client interaction tracking. I am able to import and export lists for use in other applications and also sync it with my mobile devices for easy access to client specific information when I am working remotely.
The mobile apps are not as nearly robust as the desktop version UI could stand to be less clinical and a bit more visually pleasing Ability to integrate with other apps more easily