Marketcircle DayLite CRM for Mac OS X Review

Average Reviews:

(More customer reviews)I've been using contact managers since the late 1980's. I've always been partial to Act! in all of it's incarnations because it was fast and flexible. Goldmine has a ton of great features but it's difficult to use and its interface STILL seems to be trying to break free from its DOS roots.
Until now, I've had to remain on the PC platform because it's been difficult for me to justify using a Mac because I couldn't find a program that could handle my contact management in a way that I was comfortable. Daylite solved that problem for me and I recently switched to the Mac.
For me, the "killer" feature was the ability to assign "roles" to various contacts in the database. I'm a real estate broker and can frequently have a contact who is a home buyer and a home seller -- two completely separate roles. I've never been able to find an off the shelf solution that would allow me to easily create a project or opportunity and assign the same contact to 2 different roles in the same database.
The depth at which you assign roles, categories, keywords -- and even create CUSTOM FORMS and data fields -- makes this program incredibly flexible! But it also means, as the previous reviewer stated, that there can be a bit of a learning curve. I'm the kind of person who never reads a manual -- I just plunk down and figure out a program. That wasn't the case here. So be warned that if you really want to experience the power, there's some book reading to do.
I'm giving this application 4 out 5 stars for a couple of reason. #1 - as was previously mentioned; you need to buy the DMI module separately. Linking your e-mails is ESSENTIAL in today's business world and not including that as part of the program just doesn't make sense.
The second reason I'm not giving Daylite 5 stars is because of its lack of easy import/export to the basic Mac OSX tools like the calendar and address book. It does have impor/export capabilities but not "seamless", automated procedures. You have to manually sync the Address Book (very simple, but should be automated!) and you have actually save an export file to import iCal items - a bulky chore if you update your calendar frequently.
I think this program should be able to be set up to use iSync and automatically sync the data I put into my contact manager with the rest of the iLife tools I use. I'd really like to be able to share my professional calendar with my wife via iSync and iCal...I have a life outside of business contacts!!
These are rather nit-picky points to lose a star over...and in my "gut" I'd love to give this program a 5. But 4 will have to do. :)

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