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Daylite Cloud Review

PROS / This CRM offers flexibility with its data-storage solutions.

CONS / Its customer support isn't reliable.

 VERDICT / Daylite CRM is made specifically for Mac users. It's an excellent choice for small businesses needing a CRM system that allows them to connect projects or clients with certain employees.

Most customer relationship software is made to work for any platform, but Daylite is specifically for Mac users. It works seamlessly with other Apple applications. It can import information that already exists in iCal and Address Book or export to iCal. Sending emails through Mail just takes one click. Daylite for Mac also works with other email clients, including Entourage, PowerMail, Mailsmith and MailDrop.

Although Daylite caps your storage – 2GB per user if you choose the cloud solution – the company offers an option if you exceed that limit. For a small fee, you can tack on 20GB of storage for your account for the month. If you need more storage, you can choose the self-serve option and host Daylite on your own server.

Thanks to programmable notifications and reminders from Daylite, you'll never miss another phone call or meeting. Daylite also has impressive linking capabilities that let you connect individual clients to specific projects, events or each other. This also means you can create employee profiles and link them to clients and projects, and track their interactions and progress.

This CRM's interface is uncluttered and easy to navigate. The task bars are located on the left side of the view window and expand to show additional activities. Daylite doesn't stop at just a few contact management tools. It includes features such as report generators, sales objectives and lead generation.

With this Mac CRM, you don't have to worry about toggling between customer relations, sales and task-management software, because it is all managed right within this single application. And since it supports multiple users, everyone can connect to the same information when it's needed. That's why Daylite is a good choice for companies needing case management for customer and IT support teams.

All pricing options for Daylite CRM for Mac includes training and support; however, support options are limited to email and live chat. You can try to find an answer to your question in the FAQs, guides or tutorials, but phone support isn't available. Also, when we tried to contact support through live chat, representatives weren't available.

Summary

Daylite CRM makes linking clients or projects with employees easier than ever – as long as your team is using Apple products and apps. This software includes many useful features, but it limits each user to only 2GB of data storage.