Marketcircle Daylite Review

Product Snapshot

Product Pricing

Loyalty Plan – $22 per user per month
Yearly Plan – $24 per user per month
Monthly Plan – $29 per user per month

Technology

Product is available as an on-premise solution.

Customer Focus

Vendor works with SOHO and small businesses.

Select Customers

Hawk Eye Consulting Ltd, Mortgage Alliance West, Wolfe Law Group, Mophonics, Starbuck Reality Group

About Daylite

Marketcircle Daylite Daylite is Mac CRM software designed to assist users with managing clients, converting leads and tracking and managing projects. The platform maintains client interaction histories including emails, call notes and appointment details, enables users to create sales cycles and customizable pipelines, and enables users to delegate tasks as well as ensure all involved team mates are kept up-to-date on due dates.

The software is equipped with follow up task automation capabilities, facilitates both offline and remote customer data access, and provides users with a contact and opportunity activity view. Additionally, the platform links appointments, notes and tasks to customers, companies and opportunities, integrates with Mac email accounts via Apple Mail, and is equipped with both basic and advanced filtering tools designed to segment leads and customers.