Business owners everywhere, take note: Daylite is a CRM for Mac application that will simplify your life as soon as you become accustomed to using it. Focusing primarily on employee management, this software is designed to organize your contacts as well as your activities – and those of your employees. As such, Daylite is our TopTenREVIEWS Bronze Award winner.
Daylite CRM for Mac scores high marks in our features category, and for good reason. There is very little that this software lacks; it's only missing data encryption and multilanguage support. It does, however, have all the other features and functionalities we sought.
This CRM for Mac software works seamlessly with other Mac applications. It can import information that already exists in iCal and Address Book or export to iCal, and sending emails through Mail just takes the click of a button. Although we didn’t rate compatibility with other email clients, Daylite does work with Entourage, PowerMail, Mailsmith and MailDrop as well. If you haven't use Address Book to organize contacts, you can import and export contact information in the industry standard vCard format.
Windows mobile, Palm and Blackberry devices can be set up to sync contacts and calendar information with Daylite CRM for Mac. For iPhone and iPod users, there is a Daylite Touch app that allows you to access all the information in your contact management Mac application. With proper server configuration, multiple users can access certain info, so delegating tasks and setting up meetings is a snap. And you’ll never miss a meeting or phone call, thanks to realtime notifications and reminders.
Smart lists sort data as you enter it, according to user-defined presets. For example, you can set up a smart list to group together all employees of a certain client, or all tasks delegated to a certain employee. Or keep it simple and use regular lists to manually add items as you see fit.
In this CRM for Mac software the sample database does have a template for students, as well as templates designed for the law, photography, real estate, sales and recruiting industries, among others. We suggest working with the sample databases first, then moving on to templates once you've become familiar with how the databases work. There is also a blank template for users who want to design from scratch, but we think that option is more than a bit daunting. There’s just too much information that needs to be specially categorized and defined.
Daylite’s linking capabilities are among the best we saw in our review of CRM for Mac software. Link your contacts to projects, events or even each other, and define the relationship between the two so you won’t be left wondering just why you connected John with that particular lead.
While Daylite CRM for Mac offers neither mapping capabilities nor photo identification, we found those to be rather trivial deficiencies. The ability to create custom fields of information (up to nine text field and three date fields) more than makes up it. The only drawback to those fields is that you cannot define them in the edit screen; you have to go into preferences and change the field name. Other contact management Mac applications have an unlimited number of fields that can be changed individually or throughout the application.
We were impressed by a few features that even our number one product didn’t offer: dialing capabilities and contact history. A quick plugin will make it easy to connect your phone via Bluetooth, so you can call contacts directly from Daylite’s screen. Contact history shows you what projects and activities a person has been associated with, and Daylite CRM for Mac even goes so far as to include upcoming tasks, projects and the like for all contacts.
A unique feature in Daylite CRM for Mac is its progress-tracking pipelines. The application's help manual describes pipelines as tools that “describe your workflow evolution from start to end, as well as progress in achieving tasks and objectives.” Pipelines apply specifically to the “Opportunities” database, which is essentially used as a leads-tracking tool for most businesses. Although we did not rate this specific feature in our lineup of contact management Mac software, it is an incredibly useful tool.
Another unique feature is the application's form creation capabilities. Pre-designed forms are included, and users can create their own as well. The included forms cover topics such as opportunity qualification, presentation follow up, initial phone survey and more. Each form has a number of questions, which can be set as popup options, checkboxes, plain text or a number of other styles.
The rest of the sales and marketing tools in Daylite CRM for Mac seem to be geared more toward organization than activity. For example, the standard tasks list and project trackers are present, as are letter-writing templates and label printing options, but key tools like invoicing, inventory tracking and accounting are missing. This makes Daylite a better option for a single management department of slightly larger businesses, rather than smaller businesses in which one person does most of the administrative work.
Rather than adding individual databases as needed, Daylite CRM for Mac features one database with nine sub-databases. This means that there may be information displayed that is unnecessary for some users. It also makes the main screen a bit overwhelming to users who aren’t used to being flooded with data. On the other hand, icons are clearly labeled and large enough to see easily, which lessens the difficulty. A higher score in this category could have put Daylite at the top of our CRM for Mac list.
Software updates are not available as free downloads, so users are forced to chose between shelling out extra cash and sticking with an outdated version of this contact management Mac application. Daylite CRM for Mac also charges for support via telephone, which seems a bit outrageous. Other options are available, such as an online email form, FAQs, a manual, tutorials and message boards, but to talk to a real, trained technical support staff member, users must be willing to crack their wallets.
Though Daylite has some notable drawbacks, it remains an excellent piece of contact management Mac software for medium to large sized businesses. If you are operating a smaller business with fewer departments, or want an application that caters more to personal use, check out our side-by-side comparison of CRM for Mac software.
Business-oriented features are useful for more than just contact organization.
Daylite charges for telephone support.
We recommend this product to small-business owners who manage multiple employees.